|
Nuria Fernandez
EXEC
|
ADYEY
ADYEN N V
|
Buy |
$1K – $15K |
Self |
Mar 16, 2023 |
22d late filing ↗ |
|
Richard McCormick
R · GA
|
WMT
Walmart Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
MGK
Vanguard Mega Cap Growth ETF
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
UNH
UnitedHealth Group Incorporated Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
TSIIX
Thornburg Strategic Income Fund Class 1 Shs
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
O
Realty Income Corporation Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
PEP
Pepsico, Inc.
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
FARCX
Nuveen Real Estate Securities Fund Cl I
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
NEE
NextEra Energy, Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
NBGIX
Neuberger Berman Genesis Institutional
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
MSFT
Microsoft Corporation - Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
MDT
Medtronic plc. Ordinary Shares
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
MCD
McDonald's Corporation Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
LHX
L3Harris Technologies, Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
JNJ
Johnson & Johnson Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
JFLEX
Janus Henderson Flexible Bond Fund - I Shares
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
ICE
Intercontinental Exchange Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
ITW
Illinois Tool Works Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
HD
Home Depot, Inc.
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
FEPIX
Fidelity Advisor Total Bond Fund: Class I
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
FCPIX
Fidelity Advisor International Capital Appreciation Fund: Class I
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
EMR
Emerson Electric Company Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
COST
Costco Wholesale Corporation - Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
CSCO
Cisco Systems, Inc. - Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
BLK
BlackRock, Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
BEXIX
Baron Emerging Markets Fd Inst Shs
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
BARIX
Baron Asset Fund Inst Shs
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
ADP
Automatic Data Processing, Inc. - Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
AAPL
Apple Inc. - Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
ADI
Analog Devices, Inc. - Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
AWK
American Water Works Company, Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
AMT
American Tower Corporation
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
APD
Air Products and Chemicals, Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Richard McCormick
R · GA
|
ABT
Abbott Laboratories Common Stock
|
Buy |
$1K – $15K |
Self |
Mar 15, 2023 |
872d late filing ↗ |
|
Nuria Fernandez
EXEC
|
INTU
Intuit, Inc.
|
Buy |
$1K – $15K |
Self |
Mar 14, 2023 |
24d late filing ↗ |
|
Ro Khanna
D · CA
|
TORONTO DOMINION BANK LINKED TO S&P 500 INDEX
|
Buy |
$15K – $50K |
Child |
Mar 13, 2023 |
714d late filing ↗ |
|
Ro Khanna
D · CA
|
LINDE PLC CMN
|
Buy |
$1K – $15K |
Child |
Mar 12, 2023 |
715d late filing ↗ |
|
Ro Khanna
D · CA
|
PROCTER & GAMBLE COMPANY (THE) CMN
|
Buy |
$15K – $50K |
Child |
Mar 12, 2023 |
715d late filing ↗ |
|
Ro Khanna
D · CA
|
ALPHABET INC. CMN CLASS A
|
Buy |
$15K – $50K |
Child |
Mar 12, 2023 |
715d late filing ↗ |
|
Ro Khanna
D · CA
|
LAM RESEARCH CORPORATION CMN
|
Buy |
$15K – $50K |
Child |
Mar 12, 2023 |
715d late filing ↗ |
|
Ro Khanna
D · CA
|
BANK OF AMERICA CORP CMN
|
Buy |
$15K – $50K |
Child |
Mar 12, 2023 |
715d late filing ↗ |
|
Ro Khanna
D · CA
|
ADOBE INC CMN
|
Buy |
$15K – $50K |
Child |
Mar 12, 2023 |
715d late filing ↗ |
|
Ro Khanna
D · CA
|
ABBOTT LABORATORIES CMN
|
Buy |
$1K – $15K |
Child |
Mar 12, 2023 |
715d late filing ↗ |
|
Ro Khanna
D · CA
|
AMERICAN INTL GROUP, INC. CMN
|
Buy |
$1K – $15K |
Child |
Mar 12, 2023 |
715d late filing ↗ |
|
Ro Khanna
D · CA
|
OKTA, INC. CMN CLASS A
|
Sell |
$1K – $15K |
Child |
Mar 12, 2023 |
715d late filing ↗ |
|
Ro Khanna
D · CA
|
CORNING INCORPORATED CMN
|
Sell |
$1K – $15K |
Child |
Mar 12, 2023 |
715d late filing ↗ |
|
Nuria Fernandez
EXEC
|
BLK
BlackRock, Inc.
|
Sell |
$1K – $15K |
Self |
Mar 8, 2023 |
30d late filing ↗ |
|
Shailen Bhatt
EXEC
|
Spoke Safety Vested Common Units
|
Sell |
$50K – $100K |
Self |
Mar 6, 2023 |
filing ↗ |
|
Shailen Bhatt
EXEC
|
Spoke Safety, Simple Agreement for Future Equity (SAFE)
|
Sell |
$15K – $50K |
Self |
Mar 6, 2023 |
filing ↗ |
|
Shailen Bhatt
EXEC
|
Zuul Vested Stock Options
|
Sell |
$1K – $15K |
Self |
Mar 5, 2023 |
filing ↗ |
|
Shailen Bhatt
EXEC
|
Flow Labs Vested Stock Options
|
Sell |
$1K – $15K |
Self |
Mar 5, 2023 |
filing ↗ |
|
Shailen Bhatt
EXEC
|
EMC Equity, Convertible Note
|
Sell |
$15K – $50K |
Self |
Mar 5, 2023 |
filing ↗ |
|
Ro Khanna
D · CA
|
OKTA, INC. CMN CLASS A
|
Sell |
$1K – $15K |
Child |
Mar 3, 2023 |
724d late filing ↗ |
|
Nuria Fernandez
EXEC
|
BMY
Bristol-Myers Squibb
|
Sell |
$1K – $15K |
Self |
Mar 2, 2023 |
36d late filing ↗ |
|
Nuria Fernandez
EXEC
|
SPGI
S&P Global, Inc.
|
Buy |
$1K – $15K |
Self |
Mar 2, 2023 |
36d late filing ↗ |
|
Nuria Fernandez
EXEC
|
SYK
Stryker Corp.
|
Buy |
$1K – $15K |
Self |
Mar 2, 2023 |
36d late filing ↗ |
|
Nuria Fernandez
EXEC
|
BMY
Bristol-Myers Squibb
|
Sell |
$1K – $15K |
Self |
Mar 2, 2023 |
17d late filing ↗ |
|
Nuria Fernandez
EXEC
|
SPGI
S&P Global, Inc.
|
Buy |
$1K – $15K |
Self |
Mar 2, 2023 |
17d late filing ↗ |
|
Nuria Fernandez
EXEC
|
SYK
Stryker Corp.
|
Buy |
$1K – $15K |
Self |
Mar 2, 2023 |
17d late filing ↗ |
|
Avril D Haines
EXEC
|
PRWCX
T Rowe Price Capital Appreciation Fund
|
Sell |
$50K – $100K |
— |
Feb 28, 2023 |
filing ↗ |
|
Avril D Haines
EXEC
|
CMTFX
ColumbiaGlobal Technology Growth Fund Institutional Class Shares
|
Sell |
$50K – $100K |
— |
Feb 28, 2023 |
filing ↗ |
|
Avril D Haines
EXEC
|
LSWWX
Loomis Sayles Global Allocation Fund Class Y Shares
|
Sell |
$15K – $50K |
— |
Feb 28, 2023 |
filing ↗ |
|
Avril D Haines
EXEC
|
SGIIX
First EagleGlobal Fund Class I Shares
|
Buy |
$15K – $50K |
— |
Feb 28, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
GTSGX
Spouse's IRA #2: Madison Mid Cap Fund Class Y Shares
|
Buy |
$1K – $15K |
— |
Feb 24, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
GTSGX
Spouse's IRA #1: Madison Mid Cap Fund Class Y Shares
|
Buy |
$1K – $15K |
— |
Feb 24, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
GTSGX
Filer's IRA: Madison Mid Cap Fund Class Y Shares
|
Buy |
$1K – $15K |
— |
Feb 24, 2023 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
BLK
BlackRock, Inc.
|
Sell |
$1K – $15K |
Self |
Feb 24, 2023 |
23d late filing ↗ |
|
Nuria Fernandez
EXEC
|
SYK
Stryker Corp.
|
Buy |
$1K – $15K |
Self |
Feb 24, 2023 |
23d late filing ↗ |
|
Xavier Becerra
EXEC
|
PARMX
Spouse's IRA #2: Parnassus Mid Cap Fund Investor Class Shares
|
Sell |
$1K – $15K |
— |
Feb 23, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
PARMX
Spouse's IRA #1: Parnassus Mid Cap Fund Investor Class Shares
|
Sell |
$1K – $15K |
— |
Feb 23, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
PARMX
Filer's IRA: Parnassus Mid Cap Fund Investor Class Shares
|
Sell |
$1K – $15K |
— |
Feb 23, 2023 |
filing ↗ |
|
Jennifer Granholm
EXEC
|
JFRDX
Janus Henderson Forty Fund
|
Sell |
$50K – $100K |
Self |
Feb 22, 2023 |
6d late filing ↗ |
|
Nuria Fernandez
EXEC
|
BAC
Bank of America Corp.
|
Buy |
$1K – $15K |
Self |
Feb 22, 2023 |
25d late filing ↗ |
|
Nuria Fernandez
EXEC
|
BLK
BlackRock, Inc.
|
Sell |
$1K – $15K |
Self |
Feb 22, 2023 |
25d late filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
UTIXX
Federated Hermes US Treasury Cash Reserves
|
Sell |
$15K – $50K |
— |
Feb 21, 2023 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
IBAFX
Intermediate Bond Fund of America
|
Sell |
$50K – $100K |
— |
Feb 21, 2023 |
filing ↗ |
|
Jennifer Granholm
EXEC
|
GSLC
Goldman Sachs ActiveBeta US Large Cap Equity ETF
|
Sell |
$15K – $50K |
Self |
Feb 17, 2023 |
11d late filing ↗ |
|
Nuria Fernandez
EXEC
|
BAC
Bank of America Corp.
|
Buy |
$1K – $15K |
Self |
Feb 13, 2023 |
34d late filing ↗ |
|
Nuria Fernandez
EXEC
|
BLK
BlackRock, Inc.
|
Sell |
$1K – $15K |
Self |
Feb 13, 2023 |
34d late filing ↗ |
|
Nuria Fernandez
EXEC
|
ITW
Illinois Tool Works, Inc.
|
Sell |
$1K – $15K |
Self |
Feb 13, 2023 |
34d late filing ↗ |
|
Rahul Gupta
EXEC
|
KMB
Kimberly-Clark Corp.
|
Buy |
$1K – $15K |
Self |
Feb 9, 2023 |
5d late filing ↗ |
|
Nuria Fernandez
EXEC
|
BAC
Bank of America Corp.
|
Buy |
$1K – $15K |
Self |
Feb 8, 2023 |
39d late filing ↗ |
|
Nuria Fernandez
EXEC
|
ITW
Illinois Tool Works, Inc.
|
Sell |
$1K – $15K |
Self |
Feb 8, 2023 |
39d late filing ↗ |
|
Nuria Fernandez
EXEC
|
PNC
The PNC Financial Services Group, Inc.
|
Sell |
$1K – $15K |
Self |
Feb 8, 2023 |
39d late filing ↗ |
|
Xavier Becerra
EXEC
|
JAENX
U.S. Brokerage Account: Janus Henderson Enterprise Fund Class T Shares
|
Sell |
$1K – $15K |
— |
Jan 25, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
BILS
Spouse's IRA #2: SPDR Bloomberg Barclays 3-12 Month T-Bill ETF
|
Buy |
$1K – $15K |
— |
Jan 25, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
IGSB
Spouse's IRA #2: iShares 1-5 Year Investment Grade Corporate Bond ETF
|
Sell |
$1K – $15K |
— |
Jan 25, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
BILS
Spouse's IRA #1: SPDR Bloomberg Barclays 3-12 Month T-Bill ETF
|
Buy |
$1K – $15K |
— |
Jan 25, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
IGSB
Spouse's IRA #1: iShares 1-5 Year Investment Grade Corporate Bond ETF
|
Sell |
$1K – $15K |
— |
Jan 25, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
MINT
Spouse's IRA #2: PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
|
Sell |
$1K – $15K |
— |
Jan 24, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
BIL
Spouse's IRA #2: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
|
Buy |
$1K – $15K |
— |
Jan 24, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
BIL
Spouse's IRA #1: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
|
Buy |
$1K – $15K |
— |
Jan 24, 2023 |
filing ↗ |
|
William J Burns
EXEC
|
GE
General Electric Co.
|
Sell |
$1K – $15K |
Self |
Jan 24, 2023 |
filing ↗ |
|
William J Burns
EXEC
|
XOM
Exxon Mobil Corp.
|
Sell |
$1K – $15K |
Self |
Jan 24, 2023 |
filing ↗ |
|
John Tien
EXEC
|
USHY
iShares Broad USD High Yield Corporate Bond ETF
|
Sell |
$1K – $15K |
— |
Jan 23, 2023 |
filing ↗ |
|
John Tien
EXEC
|
IDEV
iShares Core MSCI International Developed Markets ETF
|
Buy |
$15K – $50K |
— |
Jan 23, 2023 |
filing ↗ |
|
John Tien
EXEC
|
IEFA
iShares Core MSCI EAFE ETF
|
Sell |
$15K – $50K |
— |
Jan 23, 2023 |
filing ↗ |
|
John Tien
EXEC
|
GOVT
iShares US Treasury Bond ETF
|
Buy |
$1K – $15K |
— |
Jan 23, 2023 |
filing ↗ |
|
John Tien
EXEC
|
VONG
Vanguard Russell 1000 Growth Index Fund ETF Shares
|
Buy |
$1K – $15K |
— |
Jan 23, 2023 |
filing ↗ |
|
John Tien
EXEC
|
IWD
iShares Russell 1000 Value ETF
|
Buy |
$1K – $15K |
— |
Jan 23, 2023 |
filing ↗ |