|
Jennifer Granholm
EXEC
|
GSLC
Goldman Sachs ActiveBeta US Large Cap Equity ETF
|
Sell |
$50K – $100K |
Self |
Dec 6, 2022 |
10d late filing ↗ |
|
Jennifer Granholm
EXEC
|
VWO
VanguardEmerging Markets Stock Index Fund ETF Shares
|
Sell |
$15K – $50K |
Self |
Dec 5, 2022 |
11d late filing ↗ |
|
John Tien
EXEC
|
PRMSX
T Rowe PriceEmerging Markets Stock Fund
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
PRMSX
T Rowe PriceEmerging Markets Stock Fund
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
PRMSX
T Rowe PriceEmerging Markets Stock Fund
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
DBLTX
DoubleLine Total Return Bond Fund Class I Shares
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
PRMSX
T Rowe PriceEmerging Markets Stock Fund
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
PRMSX
T Rowe PriceEmerging Markets Stock Fund
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
EGFIX
Edgewood Growth Fund Institutional Class Shares
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
EGFIX
Edgewood Growth Fund Institutional Class Shares
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
MADVX
BlackRock Equity Dividend Fund Institutional Shares
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
EGFIX
Edgewood Growth Fund Institutional Class Shares
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
PRMSX
T Rowe PriceEmerging Markets Stock Fund
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
FTHSX
Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
PBDPX
PIMCO Investment Grade Credit Bond Fund Class I-2 Shares
|
Sell |
$15K – $50K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
EGFIX
Edgewood Growth Fund Institutional Class Shares
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
IEMG
iShares Core MSCIEmerging Markets ETF
|
Buy |
$15K – $50K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
IWM
iShares Russell 2000 ETF
|
Buy |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
IUSG
iShares Core S&P US Growth ETF
|
Buy |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
IUSV
iShares Core S&P US Value ETF
|
Buy |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
EFA
iShares MSCI EAFE ETF
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
IEFA
iShares Core MSCI EAFE ETF
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
GOVT
iShares US Treasury Bond ETF
|
Sell |
$15K – $50K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
VCIT
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares
|
Sell |
$15K – $50K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
VGIT
Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares
|
Buy |
$15K – $50K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
|
Buy |
$15K – $50K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
VMBS
Vanguard Mortgage-Backed Securities Index Fund ETF Class Shares
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
IGIB
iShares Intermediate-Term Corporate Bond ETF
|
Buy |
$15K – $50K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
IWD
iShares Russell 1000 Value ETF
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
MBB
iShares MBS ETF
|
Buy |
$15K – $50K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
|
Buy |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
IWF
iShares Russell 1000 Growth ETF
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
John Tien
EXEC
|
USHY
iShares Broad USD High Yield Corporate Bond ETF
|
Sell |
$1K – $15K |
— |
Dec 2, 2022 |
filing ↗ |
|
Rahul Gupta
EXEC
|
AMZN
Amazon.com, Inc.
|
Buy |
$1K – $15K |
Self |
Dec 2, 2022 |
14d late filing ↗ |
|
Rahul Gupta
EXEC
|
KMB
Kimberly-Clark Corp.
|
Sell |
$1K – $15K |
Self |
Dec 1, 2022 |
filing ↗ |
|
Rahul Gupta
EXEC
|
KMB
Kimberly-Clark Corp.
|
Sell |
$1K – $15K |
Self |
Dec 1, 2022 |
15d late filing ↗ |
|
Nuria Fernandez
EXEC
|
ATVI
Activision Blizzard, Inc.
|
Sell |
$1K – $15K |
Self |
Nov 30, 2022 |
34d late filing ↗ |
|
Nuria Fernandez
EXEC
|
SHZHY
SHENZHOU ITL Group HLDGS LTD
|
Sell |
$1K – $15K |
Self |
Nov 29, 2022 |
13d late filing ↗ |
|
Nuria Fernandez
EXEC
|
MDT
Medtronic Plc
|
Sell |
$1K – $15K |
Self |
Nov 29, 2022 |
13d late filing ↗ |
|
Nuria Fernandez
EXEC
|
ABBV
AbbVie, Inc.
|
Buy |
$1K – $15K |
Self |
Nov 29, 2022 |
13d late filing ↗ |
|
Wendy R Sherman
EXEC
|
Massachusetts St Consolidated LN Genl Oblig Ser-C
|
Buy |
$15K – $50K |
Self |
Nov 29, 2022 |
filing ↗ |
|
Christine Abizaid
EXEC
|
Moonshots Capital Investment Fund
|
Buy |
$15K – $50K |
Self |
Nov 29, 2022 |
56d late filing ↗ |
|
Rahul Gupta
EXEC
|
KMB
Kimberly-Clark Corp.
|
Sell |
$1K – $15K |
Self |
Nov 23, 2022 |
filing ↗ |
|
Rahul Gupta
EXEC
|
NKE
NIKE, Inc.
|
Sell |
$1K – $15K |
Self |
Nov 23, 2022 |
filing ↗ |
|
William J Burns
EXEC
|
VRTX
Vertex Pharmaceuticals, Inc.
|
Sell |
$1K – $15K |
Spouse |
Nov 22, 2022 |
24d late filing ↗ |
|
William J Burns
EXEC
|
QCOM
QUALCOMM, Inc.
|
Sell |
$1K – $15K |
Spouse |
Nov 22, 2022 |
24d late filing ↗ |
|
William J Burns
EXEC
|
HON
Honeywell International, Inc.
|
Sell |
$15K – $50K |
Spouse |
Nov 22, 2022 |
24d late filing ↗ |
|
Rahul Gupta
EXEC
|
KMB
Kimberly-Clark Corp.
|
Sell |
$1K – $15K |
Self |
Nov 22, 2022 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
MDT
Medtronic Plc
|
Sell |
$1K – $15K |
Self |
Nov 22, 2022 |
20d late filing ↗ |
|
Nuria Fernandez
EXEC
|
INTU
Intuit, Inc.
|
Buy |
$1K – $15K |
Self |
Nov 22, 2022 |
20d late filing ↗ |
|
Nuria Fernandez
EXEC
|
ABBV
AbbVie, Inc.
|
Buy |
$1K – $15K |
Self |
Nov 22, 2022 |
20d late filing ↗ |
|
Nuria Fernandez
EXEC
|
SBGSY
SCHNEIDER ELECTRIC SE
|
Buy |
$1K – $15K |
Self |
Nov 18, 2022 |
24d late filing ↗ |
|
Andrea Palm
EXEC
|
Wisconsin Retirement System, 401(a) plan: The Core Fund
|
Sell |
$15K – $50K |
Self |
Nov 15, 2022 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
CMCSA
Comcast Corp.
|
Sell |
$1K – $15K |
Self |
Nov 15, 2022 |
27d late filing ↗ |
|
Nuria Fernandez
EXEC
|
ABBV
AbbVie, Inc.
|
Buy |
$1K – $15K |
Self |
Nov 15, 2022 |
27d late filing ↗ |
|
Nuria Fernandez
EXEC
|
AAGIY
AIA GROUP LTD
|
Sell |
$1K – $15K |
Self |
Nov 15, 2022 |
27d late filing ↗ |
|
Nuria Fernandez
EXEC
|
USB
U.S. Bancorp
|
Sell |
$1K – $15K |
Self |
Nov 10, 2022 |
32d late filing ↗ |
|
Nuria Fernandez
EXEC
|
TGT
Target Corp.
|
Buy |
$1K – $15K |
Self |
Nov 10, 2022 |
32d late filing ↗ |
|
Jennifer Granholm
EXEC
|
US Treasury Bills 0% 11/2/23
|
Buy |
$15K – $50K |
Self |
Nov 10, 2022 |
filing ↗ |
|
Jennifer Granholm
EXEC
|
US Treasury Bills 0% 5/11/23
|
Buy |
$50K – $100K |
Self |
Nov 10, 2022 |
filing ↗ |
|
Jennifer Granholm
EXEC
|
US Treasury Bills 0% 02/09/2023
|
Buy |
$50K – $100K |
Self |
Nov 10, 2022 |
filing ↗ |
|
Christine E Wormuth
EXEC
|
SPY
SPDR S&P 500 ETF Trust
|
Buy |
$15K – $50K |
— |
Nov 8, 2022 |
filing ↗ |
|
Rahul Gupta
EXEC
|
GE
General Electric Co.
|
Sell |
$1K – $15K |
Self |
Nov 8, 2022 |
filing ↗ |
|
Michael Barr
EXEC
|
Michigan Education Savings Program #3 Principal Plus Interest Option 7505
|
Sell |
$15K – $50K |
— |
Nov 3, 2022 |
filing ↗ |
|
Michael Barr
EXEC
|
Michigan Education Savings Program #3 In School Option 7518
|
Sell |
$15K – $50K |
— |
Nov 3, 2022 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
United States Treasury Bill
|
Buy |
$50K – $100K |
Self |
Nov 3, 2022 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
United States Treasury Bill
|
Buy |
$50K – $100K |
Self |
Nov 3, 2022 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
United States Treasury Bill
|
Buy |
$50K – $100K |
Self |
Nov 3, 2022 |
filing ↗ |
|
Rahul Gupta
EXEC
|
AMZN
Amazon.com, Inc.
|
Buy |
$1K – $15K |
Self |
Oct 28, 2022 |
filing ↗ |
|
Rahul Gupta
EXEC
|
KMB
Kimberly-Clark Corp.
|
Sell |
$1K – $15K |
Self |
Oct 28, 2022 |
filing ↗ |
|
Rahul Gupta
EXEC
|
KMB
Kimberly-Clark Corp.
|
Sell |
$1K – $15K |
Self |
Oct 27, 2022 |
filing ↗ |
|
Jennifer Granholm
EXEC
|
VGSH
Vanguard Short-Term Treasury Index Fund ETF Class Shares
|
Buy |
$50K – $100K |
Self |
Oct 27, 2022 |
11d late filing ↗ |
|
Nuria Fernandez
EXEC
|
ETN
Eaton Corp. Plc
|
Sell |
$1K – $15K |
Self |
Oct 25, 2022 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
TSCO
Tractor Supply Co.
|
Buy |
$1K – $15K |
Self |
Oct 25, 2022 |
filing ↗ |
|
William J Burns
EXEC
|
AT&T Inc.
|
Sell |
$1K – $15K |
Spouse |
Oct 24, 2022 |
53d late filing ↗ |
|
William J Burns
EXEC
|
Warner Brothers Discovery Inc.
|
Sell |
$1K – $15K |
Spouse |
Oct 24, 2022 |
53d late filing ↗ |
|
William J Burns
EXEC
|
Meta Platforms Inc. Class A
|
Sell |
$1K – $15K |
Spouse |
Oct 24, 2022 |
53d late filing ↗ |
|
William J Burns
EXEC
|
GE
General Electric Co.
|
Sell |
$1K – $15K |
Spouse |
Oct 24, 2022 |
53d late filing ↗ |
|
William J Burns
EXEC
|
iShares MSCI Japan ETF
|
Sell |
$15K – $50K |
Spouse |
Oct 24, 2022 |
53d late filing ↗ |
|
William J Burns
EXEC
|
JNJ
Johnson & Johnson
|
Sell |
$1K – $15K |
Spouse |
Oct 24, 2022 |
53d late filing ↗ |
|
William J Burns
EXEC
|
MCD
McDonald's Corp.
|
Sell |
$15K – $50K |
Spouse |
Oct 24, 2022 |
53d late filing ↗ |
|
William J Burns
EXEC
|
MSFT
Microsoft Corp.
|
Sell |
$50K – $100K |
Spouse |
Oct 24, 2022 |
53d late filing ↗ |
|
William J Burns
EXEC
|
Novartis
|
Sell |
$1K – $15K |
Spouse |
Oct 24, 2022 |
53d late filing ↗ |
|
William J Burns
EXEC
|
PG
Procter & Gamble Co.
|
Sell |
$1K – $15K |
Spouse |
Oct 24, 2022 |
53d late filing ↗ |
|
William J Burns
EXEC
|
Unilever
|
Sell |
$15K – $50K |
Spouse |
Oct 24, 2022 |
53d late filing ↗ |
|
William J Burns
EXEC
|
W P Carey Inc.
|
Sell |
$50K – $100K |
Spouse |
Oct 24, 2022 |
53d late filing ↗ |
|
William J Burns
EXEC
|
WMT
Walmart, Inc.
|
Sell |
$15K – $50K |
Spouse |
Oct 24, 2022 |
53d late filing ↗ |
|
William J Burns
EXEC
|
Wells Fargo & Co
|
Sell |
$1K – $15K |
Spouse |
Oct 24, 2022 |
53d late filing ↗ |
|
Arati Prabhakar
EXEC
|
AirBNB, inc.
|
Sell |
$15K – $50K |
Self |
Oct 21, 2022 |
17d late filing ↗ |
|
Arati Prabhakar
EXEC
|
Inari Medical, Inc.
|
Sell |
$500K – $1M |
Self |
Oct 21, 2022 |
17d late filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
UTIXX
Federated Hermes US Treasury
|
Sell |
$50K – $100K |
— |
Oct 13, 2022 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
SHM
SBDR Nuveen Bloomberg Short Term Muni Fund
|
Sell |
$50K – $100K |
— |
Oct 13, 2022 |
filing ↗ |
|
John Tien
EXEC
|
IWF
iShares Russell 1000 Growth ETF
|
Buy |
$1K – $15K |
— |
Oct 12, 2022 |
filing ↗ |
|
John Tien
EXEC
|
VCIT
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares
|
Sell |
$1K – $15K |
— |
Oct 12, 2022 |
filing ↗ |
|
John Tien
EXEC
|
BNDX
Vanguard Total International Bond Index Fund ETF Shares
|
Buy |
$1K – $15K |
— |
Oct 12, 2022 |
filing ↗ |
|
John Tien
EXEC
|
VMBS
Vanguard Mortgage-Backed Securities Index Fund ETF Class Shares
|
Buy |
$1K – $15K |
— |
Oct 12, 2022 |
filing ↗ |
|
John Tien
EXEC
|
GOVT
iShares US Treasury Bond ETF
|
Buy |
$1K – $15K |
— |
Oct 12, 2022 |
filing ↗ |
|
Rahul Gupta
EXEC
|
KMB
Kimberly-Clark Corp.
|
Buy |
$1K – $15K |
Self |
Oct 7, 2022 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
WCN
Waste Connections Inc.
|
Buy |
$1K – $15K |
Self |
Oct 4, 2022 |
21d late filing ↗ |
|
Wendy R Sherman
EXEC
|
SCWAB U.S. LARGE-CAP VALUE
|
Buy |
$1K – $15K |
Self |
Sep 30, 2022 |
filing ↗ |