|
Avril D Haines
EXEC
|
AFOZX
Alger Mid Cap Focus Fund Class Z Shares
|
Sell |
$1K – $15K |
— |
Sep 22, 2023 |
filing ↗ |
|
Avril D Haines
EXEC
|
AGOZX
Alger Small Cap Focus Fund Class Z Shares
|
Sell |
$1K – $15K |
— |
Sep 22, 2023 |
filing ↗ |
|
Avril D Haines
EXEC
|
PONPX
PIMCO Income Fund Class I-2 Shares
|
Sell |
$1K – $15K |
— |
Sep 22, 2023 |
filing ↗ |
|
Avril D Haines
EXEC
|
LSIIX
Loomis Sayles Investment Grade Bond Fund Class Y Shares
|
Sell |
$1K – $15K |
— |
Sep 22, 2023 |
filing ↗ |
|
Avril D Haines
EXEC
|
WFMIX
Allspring Special Mid Cap Value Fund
|
Sell |
$1K – $15K |
— |
Sep 22, 2023 |
filing ↗ |
|
Avril D Haines
EXEC
|
GSINX
Goldman Sachs GQG Partners International Opportunities Fund Investor Class Shares
|
Buy |
$1K – $15K |
— |
Sep 22, 2023 |
filing ↗ |
|
Avril D Haines
EXEC
|
HGIIX
Hartford Core Equity Fund Class I Shares
|
Buy |
$1K – $15K |
— |
Sep 22, 2023 |
filing ↗ |
|
Avril D Haines
EXEC
|
INYDX
Pioneer Disciplined Growth Fund Class Y Shares
|
Buy |
$1K – $15K |
— |
Sep 22, 2023 |
filing ↗ |
|
Avril D Haines
EXEC
|
SGIIX
First EagleGlobal Fund Class I Shares
|
Buy |
$1K – $15K |
— |
Sep 22, 2023 |
filing ↗ |
|
Avril D Haines
EXEC
|
MWTIX
Metropolitan West
|
Buy |
$15K – $50K |
— |
Sep 22, 2023 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
UNH
UnitedHealth Group, Inc.
|
Buy |
$1K – $15K |
Self |
Sep 21, 2023 |
2d late filing ↗ |
|
Nuria Fernandez
EXEC
|
RTX
Raytheon Technologies Corporation Common Stock
|
Sell |
$1K – $15K |
Self |
Sep 21, 2023 |
2d late filing ↗ |
|
Avril D Haines
EXEC
|
PONPX
PIMCO Income Fund Class I-2 Shares
|
Sell |
$15K – $50K |
— |
Sep 20, 2023 |
filing ↗ |
|
Avril D Haines
EXEC
|
EILTX
Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund Class I Shares
|
Buy |
$15K – $50K |
— |
Sep 20, 2023 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
RMD
ResMed, Inc.
|
Sell |
$1K – $15K |
Self |
Sep 13, 2023 |
10d late filing ↗ |
|
Nuria Fernandez
EXEC
|
MELI
MercadoLibre Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Sep 13, 2023 |
10d late filing ↗ |
|
Adewale Adeyemo
EXEC
|
VWOB
VanguardEmerging Markets Government Bond Index Fund ETF Shares
|
Sell |
$1K – $15K |
Self |
Sep 13, 2023 |
44d late filing ↗ |
|
Adewale Adeyemo
EXEC
|
BGRN
iShares Global Green Bond ETF
|
Sell |
$1K – $15K |
Self |
Sep 13, 2023 |
44d late filing ↗ |
|
Adewale Adeyemo
EXEC
|
EMB
iSharesJPMorgan USDEmerging Markets Bond ETF
|
Sell |
$1K – $15K |
Self |
Sep 13, 2023 |
44d late filing ↗ |
|
Adewale Adeyemo
EXEC
|
TFI
SPDRNuveen Bloomberg Barclays Municipal Bond ETF
|
Sell |
$1K – $15K |
Self |
Sep 13, 2023 |
44d late filing ↗ |
|
Adewale Adeyemo
EXEC
|
MUB
iShares National Muni Bond ETF
|
Sell |
$1K – $15K |
Self |
Sep 13, 2023 |
44d late filing ↗ |
|
Adewale Adeyemo
EXEC
|
ESGE
iShares ESG Aware MSCI EM ETF
|
Sell |
$1K – $15K |
Self |
Sep 13, 2023 |
44d late filing ↗ |
|
Adewale Adeyemo
EXEC
|
EEMX
SPDR MSCIEmerging Markets Fossil Fuel Reserves Free ETF
|
Sell |
$1K – $15K |
Self |
Sep 13, 2023 |
44d late filing ↗ |
|
Adewale Adeyemo
EXEC
|
ESGD
iShares ESG MSCI EAFE ETF
|
Sell |
$1K – $15K |
Self |
Sep 13, 2023 |
44d late filing ↗ |
|
Adewale Adeyemo
EXEC
|
EFAX
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
|
Sell |
$1K – $15K |
Self |
Sep 13, 2023 |
44d late filing ↗ |
|
Adewale Adeyemo
EXEC
|
CRBN
iShares MSCI ACWI Low Carbon Target ETF
|
Sell |
$1K – $15K |
Self |
Sep 13, 2023 |
44d late filing ↗ |
|
Adewale Adeyemo
EXEC
|
VOTE
Engine No. 1 Transform 500 ETF Engine No. 1 Transform 500 ETF
|
Sell |
$1K – $15K |
Self |
Sep 13, 2023 |
44d late filing ↗ |
|
Adewale Adeyemo
EXEC
|
SPYX
SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
Sell |
$1K – $15K |
Self |
Sep 13, 2023 |
44d late filing ↗ |
|
Diana Harshbarger
R · TN
|
Sarpy Cnty NE OID96 029 BE/R/
|
Buy |
$15K – $50K |
Self |
Sep 11, 2023 |
1083d late filing ↗ |
|
Adewale Adeyemo
EXEC
|
GOOG
Alphabet, Inc.
|
Sell |
$15K – $50K |
Self |
Sep 11, 2023 |
46d late filing ↗ |
|
Diana Harshbarger
R · TN
|
City of Jacksonville RV BE/R/
|
Buy |
$15K – $50K |
Self |
Sep 10, 2023 |
1083d late filing ↗ |
|
Diana Harshbarger
R · TN
|
Charlotte NC Cop Stad Sr A RV BE/R/
|
Buy |
$50K – $100K |
Self |
Sep 8, 2023 |
1083d late filing ↗ |
|
Nuria Fernandez
EXEC
|
RTX
Raytheon Technologies Corporation Common Stock
|
Buy |
$1K – $15K |
Self |
Sep 7, 2023 |
16d late filing ↗ |
|
Nuria Fernandez
EXEC
|
DG
Dollar General Corp.
|
Sell |
$1K – $15K |
Self |
Sep 7, 2023 |
16d late filing ↗ |
|
Nuria Fernandez
EXEC
|
KVUE
KENVUE INC Common Stock
|
Buy |
$1K – $15K |
Self |
Sep 5, 2023 |
18d late filing ↗ |
|
Nuria Fernandez
EXEC
|
DG
Dollar General Corp.
|
Sell |
$1K – $15K |
Self |
Sep 5, 2023 |
18d late filing ↗ |
|
Diana Harshbarger
R · TN
|
Katy TX indpt sch perma BE/R/
|
Buy |
$15K – $50K |
Self |
Sep 2, 2023 |
1083d late filing ↗ |
|
Diana Harshbarger
R · TN
|
Katy TX indpt sch perma BE/R/
|
Buy |
$15K – $50K |
Self |
Sep 2, 2023 |
1083d late filing ↗ |
|
Diana Harshbarger
R · TN
|
US TSY Note 4 00/ Due 5/31/28
|
Buy |
$1K – $15K |
Self |
Sep 1, 2023 |
1083d late filing ↗ |
|
Avril D Haines
EXEC
|
TMCPX
Touchstone Mid Cap Fund Class Y Shares
|
Buy |
$1K – $15K |
— |
Sep 1, 2023 |
filing ↗ |
|
Diana Harshbarger
R · TN
|
E rgy N rthw t WA E S A RV BE/R/
|
Buy |
$1K – $15K |
Self |
Aug 31, 2023 |
1083d late filing ↗ |
|
Nuria Fernandez
EXEC
|
KVUE
KENVUE INC
|
Buy |
$1K – $15K |
Self |
Aug 30, 2023 |
24d late filing ↗ |
|
Nuria Fernandez
EXEC
|
JNJ
Johnson & Johnson
|
Sell |
$1K – $15K |
Self |
Aug 30, 2023 |
24d late filing ↗ |
|
Jennifer Granholm
EXEC
|
JNRFX
Janus Henderson Research Fund
|
Sell |
$15K – $50K |
Self |
Aug 30, 2023 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
JNJ
Johnson & Johnson
|
Buy |
$1K – $15K |
Self |
Aug 29, 2023 |
11d late filing ↗ |
|
Nuria Fernandez
EXEC
|
KVUE
KENVUE INC
|
Buy |
$1K – $15K |
Self |
Aug 29, 2023 |
11d late filing ↗ |
|
Nuria Fernandez
EXEC
|
JNJ
Johnson & Johnson
|
Sell |
$1K – $15K |
Self |
Aug 29, 2023 |
11d late filing ↗ |
|
Nuria Fernandez
EXEC
|
KVUE
KENVUE INC
|
Sell |
$1K – $15K |
Self |
Aug 25, 2023 |
15d late filing ↗ |
|
Deanne Criswell
EXEC
|
SWVXX
Schwab Value Advantage Money Fund Investor Class Shares
|
Buy |
$15K – $50K |
Self |
Aug 25, 2023 |
16d late filing ↗ |
|
Deanne Criswell
EXEC
|
NIO
NIO Inc. American depositary shares each representing one Class A ordinary share
|
Buy |
$1K – $15K |
Self |
Aug 25, 2023 |
16d late filing ↗ |
|
Deanne Criswell
EXEC
|
PLTR
Palantir Technologies Inc. Class A Common Stock
|
Buy |
$1K – $15K |
Self |
Aug 25, 2023 |
16d late filing ↗ |
|
Nuria Fernandez
EXEC
|
RTX
Raytheon Technologies Corporation Common Stock
|
Buy |
$1K – $15K |
Self |
Aug 23, 2023 |
17d late filing ↗ |
|
Nuria Fernandez
EXEC
|
ABBV
AbbVie, Inc.
|
Sell |
$1K – $15K |
Self |
Aug 23, 2023 |
17d late filing ↗ |
|
Diana Harshbarger
R · TN
|
US TSY Note 4 00/ Due 5/31/28
|
Buy |
$15K – $50K |
Self |
Aug 20, 2023 |
1093d late filing ↗ |
|
Diana Harshbarger
R · TN
|
North TX TWY Auth RV BE/R/
|
Buy |
$15K – $50K |
Self |
Aug 20, 2023 |
1093d late filing ↗ |
|
Diana Harshbarger
R · TN
|
Trinity RVR AU TX Dntn RV BE/R/
|
Buy |
$15K – $50K |
Self |
Aug 19, 2023 |
1094d late filing ↗ |
|
Diana Harshbarger
R · TN
|
B ck B 1 E rgy G D1 C nad SR B RV BE/R/
|
Buy |
$15K – $50K |
Self |
Aug 19, 2023 |
1094d late filing ↗ |
|
Jennifer Granholm
EXEC
|
SGOV
iShares 0-3 Month Treasury Bond ETF iShares 0-3 Month Treasury Bond ETF
|
Buy |
$15K – $50K |
Self |
Aug 18, 2023 |
filing ↗ |
|
Jennifer Granholm
EXEC
|
SGOV
iShares 0-3 Month Treasury Bond ETF iShares 0-3 Month Treasury Bond ETF
|
Buy |
$50K – $100K |
Self |
Aug 18, 2023 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
ICLR
ICON plc Ordinary Shares
|
Buy |
$1K – $15K |
Self |
Aug 15, 2023 |
25d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: CALL/BBVA FLEX EURO PM 27 EXP 08/14/2026
|
Buy |
$1K – $15K |
Spouse |
Aug 14, 2023 |
1072d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: CALL/ING FLEX EURO PM @ 33 EXP 08/14/2026
|
Buy |
$1K – $15K |
Spouse |
Aug 14, 2023 |
1072d late filing ↗ |
|
Nuria Fernandez
EXEC
|
CP
Canadian Pacific Railway Limited Common Stock
|
Buy |
$1K – $15K |
Self |
Aug 11, 2023 |
29d late filing ↗ |
|
Nuria Fernandez
EXEC
|
AAGIY
AIA GROUP LTD
|
Sell |
$1K – $15K |
Self |
Aug 11, 2023 |
29d late filing ↗ |
|
Ro Khanna
D · CA
|
TESLA INC CMN
|
Sell (partial) |
$1K – $15K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Ro Khanna
D · CA
|
CENTENE CORPORATION CMN
|
Sell |
$15K – $50K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Ro Khanna
D · CA
|
QUALCOMM INC CMN
|
Sell (partial) |
$15K – $50K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Ro Khanna
D · CA
|
MC DONALDS CORP CMN
|
Sell (partial) |
$15K – $50K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Ro Khanna
D · CA
|
QUANTA SERVICES INC CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Ro Khanna
D · CA
|
ADOBE INC CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Ro Khanna
D · CA
|
QNITY ELECTRONICS INC CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Ro Khanna
D · CA
|
MICROCHIP TECHNOLOGY INCORPORA CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Ro Khanna
D · CA
|
EMCOR GROUP INC. CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Ro Khanna
D · CA
|
SYNOPSYS INC. CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Ro Khanna
D · CA
|
DOORDASH INC CMN CLASS A
|
Buy |
$1K – $15K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Ro Khanna
D · CA
|
LENNOX INTERNATIONAL INC CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Ro Khanna
D · CA
|
TRACTOR SUPPLY COMPANY CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Ro Khanna
D · CA
|
LAS VEGAS SANDS CORP CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Ro Khanna
D · CA
|
FORD MOTOR COMPANY CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Ro Khanna
D · CA
|
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A
|
Buy |
$1K – $15K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Ro Khanna
D · CA
|
LOWES COMPANIES INC CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Ro Khanna
D · CA
|
FISERV INC CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Ro Khanna
D · CA
|
ILLINOIS TOOL WORKS CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2023 |
1076d late filing ↗ |
|
Xavier Becerra
EXEC
|
NPFFX
U.S. Brokerage Account: Perspective Fund Class F1 Shares
|
Buy |
$1K – $15K |
— |
Aug 10, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
TRGLX
U.S. Brokerage Account: T Rowe PriceGlobal Stock Fund Class I Shares
|
Buy |
$1K – $15K |
— |
Aug 10, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
CWGFX
U.S. Brokerage Account: American Funds Capital World Growth & Income Fund Class F1 Shares
|
Buy |
$1K – $15K |
— |
Aug 10, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
OIEIX
U.S. Brokerage Account: JPMorgan Equity Income Fund Class A Shares
|
Buy |
$1K – $15K |
— |
Aug 10, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
WSHFX
U.S. Brokerage Account: American Funds Washington Mutual Investors Fund Class F1 Shares
|
Buy |
$1K – $15K |
— |
Aug 10, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
OLGAX
U.S. Brokerage Account: JPMorgan Large Cap Growth Fund Class A Shares
|
Buy |
$1K – $15K |
— |
Aug 10, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
CSIEX
U.S. Brokerage Account: Calvert Equity Fund Class A Shares
|
Buy |
$1K – $15K |
— |
Aug 10, 2023 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
NFFFX
New World Fund, Inc
|
Sell |
$50K – $100K |
— |
Aug 8, 2023 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
UNP
Union Pacific Corp.
|
Sell |
$1K – $15K |
Self |
Aug 8, 2023 |
32d late filing ↗ |
|
Nuria Fernandez
EXEC
|
RTX
Raytheon Technologies Corporation Common Stock
|
Buy |
$1K – $15K |
Self |
Aug 8, 2023 |
32d late filing ↗ |
|
Jennifer Granholm
EXEC
|
JVAL
JPMorgan US Value Factor ETF
|
Sell |
$15K – $50K |
Self |
Aug 8, 2023 |
3d late filing ↗ |
|
Nuria Fernandez
EXEC
|
CSLLY
CSL LTD
|
Sell |
$1K – $15K |
Self |
Aug 4, 2023 |
36d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: AMAZON COM INC CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2023 |
1083d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: ULTA BEAUTY INC CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2023 |
1083d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: ZOETIS INC CMN CLASS A
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2023 |
1083d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: IDEXX LABORATORIES CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2023 |
1083d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: MASTERCARD INCORPORATED CMN CLASS A
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2023 |
1083d late filing ↗ |