|
John Tien
EXEC
|
VMBS
Vanguard Mortgage-Backed Securities Index Fund ETF Class Shares
|
Buy |
$1K – $15K |
— |
Jan 23, 2023 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
JNJ
Johnson & Johnson
|
Sell |
$1K – $15K |
Self |
Jan 23, 2023 |
22d late filing ↗ |
|
Nuria Fernandez
EXEC
|
ABBV
AbbVie, Inc.
|
Buy |
$1K – $15K |
Self |
Jan 23, 2023 |
22d late filing ↗ |
|
John Tien
EXEC
|
MADCX
BlackRockEmerging Markets Fund, Inc Institutional Shares
|
Buy |
$15K – $50K |
— |
Jan 20, 2023 |
filing ↗ |
|
John Tien
EXEC
|
MADVX
BlackRock Equity Dividend Fund Institutional Shares
|
Buy |
$1K – $15K |
— |
Jan 20, 2023 |
filing ↗ |
|
John Tien
EXEC
|
GSIMX
Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs
|
Sell |
$1K – $15K |
— |
Jan 20, 2023 |
filing ↗ |
|
John Tien
EXEC
|
FTHSX
Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares
|
Buy |
$1K – $15K |
— |
Jan 20, 2023 |
filing ↗ |
|
John Tien
EXEC
|
PBDPX
PIMCO Investment Grade Credit Bond Fund Class I-2 Shares
|
Buy |
$1K – $15K |
— |
Jan 20, 2023 |
filing ↗ |
|
John Tien
EXEC
|
MEIIX
MFS Value Fund Class I Shares
|
Buy |
$1K – $15K |
— |
Jan 20, 2023 |
filing ↗ |
|
John Tien
EXEC
|
PRMSX
T Rowe PriceEmerging Markets Stock Fund
|
Sell |
$15K – $50K |
— |
Jan 20, 2023 |
filing ↗ |
|
John Tien
EXEC
|
DBLTX
DoubleLine Total Return Bond Fund Class I Shares
|
Sell |
$15K – $50K |
— |
Jan 20, 2023 |
filing ↗ |
|
John Tien
EXEC
|
OANIX
Oakmark International Fund Institutional Class Shares
|
Sell |
$1K – $15K |
— |
Jan 20, 2023 |
filing ↗ |
|
Avril D Haines
EXEC
|
PLDPX
PIMCO Low Duration Fund Class I-2 Shares
|
Sell |
$15K – $50K |
— |
Jan 19, 2023 |
filing ↗ |
|
Avril D Haines
EXEC
|
PONPX
PIMCO Income Fund Class I-2 Shares
|
Buy |
$15K – $50K |
— |
Jan 19, 2023 |
filing ↗ |
|
Jennifer Granholm
EXEC
|
US Treasury Bills 0% 07/13/23
|
Buy |
$15K – $50K |
Self |
Jan 18, 2023 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
ABBV
AbbVie, Inc.
|
Buy |
$1K – $15K |
Self |
Jan 13, 2023 |
32d late filing ↗ |
|
Michelle White Bowman
EXEC
|
Berenberg Limited Volatility Equity Fund
|
Buy |
$1K – $15K |
— |
Jan 12, 2023 |
filing ↗ |
|
Jennifer Granholm
EXEC
|
US Treasury Bills 0% 07/06/23
|
Buy |
$15K – $50K |
Self |
Jan 10, 2023 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
ITW
Illinois Tool Works, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 10, 2023 |
35d late filing ↗ |
|
Nuria Fernandez
EXEC
|
BAC
Bank of America Corp.
|
Buy |
$1K – $15K |
Self |
Jan 10, 2023 |
35d late filing ↗ |
|
Nuria Fernandez
EXEC
|
IBN
ICICI Bank LTD
|
Buy |
$1K – $15K |
Self |
Jan 9, 2023 |
36d late filing ↗ |
|
Xavier Becerra
EXEC
|
Spouse's Washington Hospital Center 403(b) Empower Annuity Ins Co. Guaranteed LT Fund plan
|
Buy |
$15K – $50K |
— |
Jan 6, 2023 |
filing ↗ |
|
Xavier Becerra
EXEC
|
Spouse's Washington Hospital Center 403(b) GIBC plan
|
Sell |
$15K – $50K |
— |
Jan 6, 2023 |
filing ↗ |
|
Rahul Gupta
EXEC
|
KMB
Kimberly-Clark Corp.
|
Sell |
$1K – $15K |
Self |
Jan 6, 2023 |
18d late filing ↗ |
|
John Tien
EXEC
|
MADVX
BlackRock Equity Dividend Fund Institutional Shares
|
Buy |
$1K – $15K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
DBLTX
DoubleLine Total Return Bond Fund Class I Shares
|
Buy |
$1K – $15K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
EGFIX
Edgewood Growth Fund Institutional Class Shares
|
Buy |
$1K – $15K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
FTHSX
Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares
|
Buy |
$1K – $15K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
MEIIX
MFS Value Fund Class I Shares
|
Buy |
$1K – $15K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
PBDPX
PIMCO Investment Grade Credit Bond Fund Class I-2 Shares
|
Buy |
$15K – $50K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
PRMSX
T Rowe PriceEmerging Markets Stock Fund
|
Buy |
$15K – $50K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
VGIT
Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares
|
Sell |
$15K – $50K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
GOVT
iShares US Treasury Bond ETF
|
Buy |
$15K – $50K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
VCIT
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares
|
Buy |
$15K – $50K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
IGIB
iShares Intermediate-Term Corporate Bond ETF
|
Sell |
$15K – $50K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
|
Sell |
$1K – $15K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
|
Sell |
$15K – $50K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
MBB
iShares MBS ETF
|
Sell |
$15K – $50K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
VMBS
Vanguard Mortgage-Backed Securities Index Fund ETF Class Shares
|
Buy |
$1K – $15K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
USHY
iShares Broad USD High Yield Corporate Bond ETF
|
Buy |
$1K – $15K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
IWM
iShares Russell 2000 ETF
|
Sell |
$1K – $15K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
EFA
iShares MSCI EAFE ETF
|
Sell |
$1K – $15K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
IUSG
iShares Core S&P US Growth ETF
|
Sell |
$1K – $15K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
IWF
iShares Russell 1000 Growth ETF
|
Buy |
$1K – $15K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
IEMG
iShares Core MSCIEmerging Markets ETF
|
Sell |
$15K – $50K |
— |
Jan 5, 2023 |
filing ↗ |
|
John Tien
EXEC
|
PBDPX
PIMCO Investment Grade Credit Bond Fund Class I-2 Shares
|
Buy |
$1K – $15K |
— |
Jan 4, 2023 |
filing ↗ |
|
John Tien
EXEC
|
EGFIX
Edgewood Growth Fund Institutional Class Shares
|
Buy |
$1K – $15K |
— |
Jan 4, 2023 |
filing ↗ |
|
John Tien
EXEC
|
DBLTX
DoubleLine Total Return Bond Fund Class I Shares
|
Buy |
$1K – $15K |
— |
Jan 4, 2023 |
filing ↗ |
|
John Tien
EXEC
|
PRMSX
T Rowe PriceEmerging Markets Stock Fund
|
Buy |
$1K – $15K |
— |
Jan 4, 2023 |
filing ↗ |
|
Donald Remy
EXEC
|
CROWN POINT IND MULTI-SCH BLDG REV 5% 07/15/33-CA JJ
|
Buy |
$1K – $15K |
Self |
Jan 4, 2023 |
34d late filing ↗ |
|
Donald Remy
EXEC
|
MARICOPA CNTY ARIZ UNI SCH GO 5% 07/01/28 JJ
|
Buy |
$1K – $15K |
Self |
Jan 4, 2023 |
34d late filing ↗ |
|
Nuria Fernandez
EXEC
|
TRI
THOMSON REUTERS CORP
|
Buy |
$1K – $15K |
Self |
Jan 4, 2023 |
41d late filing ↗ |
|
Nuria Fernandez
EXEC
|
RMD
ResMed, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 4, 2023 |
41d late filing ↗ |
|
Nuria Fernandez
EXEC
|
AMADY
AMADEUS IT GROUP SA
|
Sell |
$1K – $15K |
Self |
Jan 4, 2023 |
41d late filing ↗ |
|
Rahul Gupta
EXEC
|
NKE
NIKE, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 4, 2023 |
20d late filing ↗ |
|
Donald Remy
EXEC
|
CHICAGO ILL O HARE INTL ARPT REV 5.0000% 01/01/24-CA JJ CHICAGO O'HARE INTERNATIONAL AIRPORT AMBT BEO SR LIEN Distribution of funds and removal of securities resulting from full call
|
Exchange |
$15K – $50K |
Self |
Jan 3, 2023 |
35d late filing ↗ |
|
Markwayne Mullin
R · OK
|
FCFS
FirstCash Holdings, Inc. - Common Stock
|
Buy |
$1K – $15K |
Spouse |
Jan 3, 2023 |
908d late filing ↗ |
|
Markwayne Mullin
R · OK
|
PYPL
PayPal Holdings, Inc. - Common Stock
|
Buy |
$1K – $15K |
Spouse |
Jan 3, 2023 |
908d late filing ↗ |
|
Markwayne Mullin
R · OK
|
SHOP
Shopify Inc
|
Buy |
$1K – $15K |
Spouse |
Jan 3, 2023 |
908d late filing ↗ |
|
Markwayne Mullin
R · OK
|
CELH
Celsius Holdings Inc
|
Buy |
$1K – $15K |
Spouse |
Jan 3, 2023 |
894d late filing ↗ |
|
Markwayne Mullin
R · OK
|
CTVA
Corteva, Inc. Common Stock
|
Buy |
$1K – $15K |
Spouse |
Jan 3, 2023 |
894d late filing ↗ |
|
Markwayne Mullin
R · OK
|
EXLS
ExlService Holdings, Inc. - Common Stock
|
Buy |
$1K – $15K |
Spouse |
Jan 3, 2023 |
894d late filing ↗ |
|
Markwayne Mullin
R · OK
|
FN
Fabrinet
|
Buy |
$1K – $15K |
Spouse |
Jan 3, 2023 |
894d late filing ↗ |
|
Markwayne Mullin
R · OK
|
HUBB
Hubbell Inc Common Stock
|
Buy |
$1K – $15K |
Spouse |
Jan 3, 2023 |
894d late filing ↗ |
|
Markwayne Mullin
R · OK
|
INST
Instructure Holdings, Inc. Common Stock
|
Buy |
$1K – $15K |
Spouse |
Jan 3, 2023 |
894d late filing ↗ |
|
Markwayne Mullin
R · OK
|
PODD
Insulet Corporation - Common Stock
|
Buy |
$1K – $15K |
Spouse |
Jan 3, 2023 |
894d late filing ↗ |
|
David Turk
EXEC
|
POEYX
Principal OriginEmerging Markets Fund Class A Shares
|
Buy |
$1K – $15K |
— |
Jan 1, 2023 |
filing ↗ |
|
David Turk
EXEC
|
PMSIX
Principal Core Plus Bond Fund Institutional Class Shares
|
Buy |
$1K – $15K |
— |
Jan 1, 2023 |
filing ↗ |
|
David Turk
EXEC
|
Principal Guaranteed Option Fund
|
Buy |
$1K – $15K |
— |
Jan 1, 2023 |
filing ↗ |
|
David Turk
EXEC
|
Empower Lifetime 2035 Fund
|
Sell |
$1K – $15K |
— |
Jan 1, 2023 |
filing ↗ |
|
David Turk
EXEC
|
Catalyst Partners Retirement Plan -- 401k; Principal
|
Buy |
$1K – $15K |
— |
Jan 1, 2023 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
LVMUY
LVMH MOET LOUIS VUITTON SA
|
Sell |
$1K – $15K |
Self |
Dec 29, 2022 |
5d late filing ↗ |
|
Donald Remy
EXEC
|
SHOP
SHOP
|
Sell |
$1K – $15K |
Self |
Dec 29, 2022 |
5d late filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
UTIXX
Federated Hermes US Treasury
|
Buy |
$50K – $100K |
— |
Dec 28, 2022 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
LIN
Linde Plc
|
Buy |
$1K – $15K |
Self |
Dec 28, 2022 |
6d late filing ↗ |
|
Nuria Fernandez
EXEC
|
LULU
lululemon athletica, Inc.
|
Sell |
$1K – $15K |
Self |
Dec 28, 2022 |
6d late filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
VWO
Vanguard International Equity Index Emerging Markets
|
Sell |
$15K – $50K |
— |
Dec 27, 2022 |
filing ↗ |
|
Kathleen Hicks
EXEC
|
VOOV
Vanguard S&P 500 Value Index FundETF Shares
|
Buy |
$15K – $50K |
— |
Dec 22, 2022 |
filing ↗ |
|
Kathleen Hicks
EXEC
|
DODIX
Dodge & Cox Income Fund
|
Sell |
$15K – $50K |
— |
Dec 21, 2022 |
filing ↗ |
|
William J Burns
EXEC
|
SLVM
Sylvamo Corporation
|
Sell |
$15K – $50K |
Self |
Dec 20, 2022 |
filing ↗ |
|
William J Burns
EXEC
|
IP
International Paper Co.
|
Sell |
$100K – $250K |
Self |
Dec 20, 2022 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
TEAM
ATLASSIAN CORPORATION CLASS A
|
Buy |
$1K – $15K |
Self |
Dec 20, 2022 |
14d late filing ↗ |
|
Lisa Cook
EXEC
|
FNDB
Schwab Fundamental US Broad Market Index ETF
|
Sell |
$1K – $15K |
— |
Dec 16, 2022 |
filing ↗ |
|
Lisa Cook
EXEC
|
MFAIX
Morgan Stanley Institutional Fund Trust International Advantage Portfolio Class I Shares
|
Sell |
$1K – $15K |
— |
Dec 16, 2022 |
filing ↗ |
|
Lisa Cook
EXEC
|
LLDYX
Lord Abbett Short Duration Income Fund Class I Shares
|
Sell |
$1K – $15K |
— |
Dec 16, 2022 |
filing ↗ |
|
Lisa Cook
EXEC
|
IJH
iShares Core S&P Mid-Cap ETF
|
Sell |
$1K – $15K |
— |
Dec 16, 2022 |
filing ↗ |
|
Lisa Cook
EXEC
|
VTV
Vanguard Value Index Fund ETF Shares
|
Sell |
$1K – $15K |
— |
Dec 16, 2022 |
filing ↗ |
|
Deanne Criswell
EXEC
|
QQQ
Invesco QQQ Trust, Series 1
|
Buy |
$1K – $15K |
Self |
Dec 15, 2022 |
4d late filing ↗ |
|
Deanne Criswell
EXEC
|
VOO
Vanguard S&P 500
|
Buy |
$1K – $15K |
Self |
Dec 15, 2022 |
4d late filing ↗ |
|
Deanne Criswell
EXEC
|
AMD
Advanced Micro Devices, Inc.
|
Buy |
$1K – $15K |
Self |
Dec 15, 2022 |
4d late filing ↗ |
|
Deanne Criswell
EXEC
|
BAC
Bank of America Corp.
|
Buy |
$1K – $15K |
Self |
Dec 15, 2022 |
4d late filing ↗ |
|
Deanne Criswell
EXEC
|
QQQ
Invesco QQQ Trust, Series 1
|
Buy |
$15K – $50K |
Self |
Dec 15, 2022 |
4d late filing ↗ |
|
Deanne Criswell
EXEC
|
SPY
SPDR S&P 500 ETF Trust
|
Buy |
$15K – $50K |
Self |
Dec 15, 2022 |
4d late filing ↗ |
|
Deanne Criswell
EXEC
|
TGT
Target Corp.
|
Buy |
$1K – $15K |
Self |
Dec 15, 2022 |
4d late filing ↗ |
|
Deanne Criswell
EXEC
|
WMT
Walmart, Inc.
|
Buy |
$1K – $15K |
Self |
Dec 15, 2022 |
4d late filing ↗ |
|
Wendy R Sherman
EXEC
|
Weston Mass Genl Oblig
|
Buy |
$1K – $15K |
Self |
Dec 15, 2022 |
4d late filing ↗ |
|
Nuria Fernandez
EXEC
|
PNC
The PNC Financial Services Group, Inc.
|
Sell |
$1K – $15K |
Self |
Dec 14, 2022 |
20d late filing ↗ |
|
Nuria Fernandez
EXEC
|
LRCX
Lam Research Corp.
|
Sell |
$1K – $15K |
Self |
Dec 14, 2022 |
20d late filing ↗ |
|
Nuria Fernandez
EXEC
|
BAC
Bank of America Corp.
|
Buy |
$1K – $15K |
Self |
Dec 14, 2022 |
20d late filing ↗ |
|
Nuria Fernandez
EXEC
|
IBN
ICICI Bank Limited Common Stock
|
Buy |
$1K – $15K |
Self |
Dec 13, 2022 |
182d late filing ↗ |