|
Wendy R Sherman
EXEC
|
ISHARES CORE TOTAL BOND ETF
|
Buy |
$1K – $15K |
Self |
Sep 30, 2022 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
CONS STAPLES SEL SECT SPDR FD
|
Buy |
$1K – $15K |
Self |
Sep 30, 2022 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
iShares Core Total USD Bond Market ETF
|
Buy |
$15K – $50K |
Self |
Sep 30, 2022 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
VANGUARD SHORT TERM BND
|
Buy |
$1K – $15K |
Self |
Sep 30, 2022 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
ISHARES CORE U.S. AGGREGATE
|
Sell |
$50K – $100K |
Self |
Sep 30, 2022 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
ISHARES 3-7 YR Treasury BD EFT
|
Buy |
$50K – $100K |
Self |
Sep 30, 2022 |
filing ↗ |
|
Rahul Gupta
EXEC
|
NKE
NIKE, Inc.
|
Buy |
$1K – $15K |
Self |
Sep 30, 2022 |
filing ↗ |
|
Rahul Gupta
EXEC
|
KMB
Kimberly-Clark Corp.
|
Buy |
$1K – $15K |
Self |
Sep 30, 2022 |
filing ↗ |
|
Michael Barr
EXEC
|
VOO
Vanguard 500 Index Fund ETF Shares
|
Buy |
$15K – $50K |
— |
Sep 29, 2022 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
T ROWE PRICE BLUE CHIP GR
|
Sell |
$1K – $15K |
Self |
Sep 29, 2022 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
AQR MNGD FUTURES STRAT 1
|
Sell |
$15K – $50K |
Self |
Sep 29, 2022 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
AQR MNGD FUTURES STRAT 1
|
Sell |
$1K – $15K |
Self |
Sep 29, 2022 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
T ROWE PRICE BLUE CHIP GR
|
Sell |
$1K – $15K |
Self |
Sep 29, 2022 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
AQR MNGD FUTURES STRAT 1
|
Sell |
$15K – $50K |
Self |
Sep 29, 2022 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
WCM FOCUSED INTL GWTH INST
|
Sell |
$1K – $15K |
Self |
Sep 29, 2022 |
filing ↗ |
|
Rahul Gupta
EXEC
|
KMB
Kimberly-Clark Corp.
|
Buy |
$1K – $15K |
Self |
Sep 29, 2022 |
1d late filing ↗ |
|
Alice Albright
EXEC
|
AMERICAN GROWTH FUND OF AMERICA CL A
|
Sell |
$15K – $50K |
Self |
Sep 29, 2022 |
8d late filing ↗ |
|
Alice Albright
EXEC
|
LORD ABBETT MID CAP STOCK FUND CL A
|
Sell |
$50K – $100K |
Self |
Sep 29, 2022 |
8d late filing ↗ |
|
Alice Albright
EXEC
|
INVESCO GLOBAL FUND CL A
|
Sell |
$50K – $100K |
Self |
Sep 29, 2022 |
8d late filing ↗ |
|
Alice Albright
EXEC
|
AMERICAN BALANCED FUND INC CL A
|
Sell |
$50K – $100K |
Self |
Sep 29, 2022 |
8d late filing ↗ |
|
Alice Albright
EXEC
|
ALGER SPECTRA FUND CL A
|
Sell |
$50K – $100K |
Self |
Sep 29, 2022 |
8d late filing ↗ |
|
Alice Albright
EXEC
|
BLACKROCK GLOBALAL LOCATION FD INC A
|
Sell |
$15K – $50K |
Self |
Sep 29, 2022 |
8d late filing ↗ |
|
Alice Albright
EXEC
|
DELAWARE VALUE FUND CL A
|
Sell |
$50K – $100K |
Self |
Sep 29, 2022 |
8d late filing ↗ |
|
Wendy R Sherman
EXEC
|
New Bedford Mass Genl Oblig
|
Buy |
$100K – $250K |
Self |
Sep 29, 2022 |
22d late filing ↗ |
|
John Tien
EXEC
|
MADVX
BlackRock Equity Dividend Fund Institutional Shares
|
Buy |
$1K – $15K |
— |
Sep 28, 2022 |
filing ↗ |
|
John Tien
EXEC
|
PRMSX
T Rowe PriceEmerging Markets Stock Fund
|
Buy |
$1K – $15K |
— |
Sep 28, 2022 |
filing ↗ |
|
John Tien
EXEC
|
EGFIX
Edgewood Growth Fund Institutional Class Shares
|
Sell |
$1K – $15K |
— |
Sep 28, 2022 |
filing ↗ |
|
John Tien
EXEC
|
SBLYX
ClearBridge Large Cap Growth Fund Class I Shares
|
Sell |
$1K – $15K |
— |
Sep 28, 2022 |
filing ↗ |
|
John Tien
EXEC
|
VONG
Vanguard Russell 1000 Growth Index Fund ETF Shares
|
Buy |
$15K – $50K |
— |
Sep 28, 2022 |
filing ↗ |
|
John Tien
EXEC
|
IWF
iShares Russell 1000 Growth ETF
|
Sell |
$1K – $15K |
— |
Sep 28, 2022 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
BLK
BlackRock, Inc.
|
Sell |
$1K – $15K |
Self |
Sep 28, 2022 |
27d late filing ↗ |
|
Michael Barr
EXEC
|
NMMIX
Nuveen Michigan Municipal Bond Fund Class I Shares
|
Sell |
$15K – $50K |
— |
Sep 27, 2022 |
filing ↗ |
|
Rahul Gupta
EXEC
|
KMB
Kimberly-Clark Corp.
|
Buy |
$1K – $15K |
Self |
Sep 27, 2022 |
3d late filing ↗ |
|
Rahul Gupta
EXEC
|
AMZN
Amazon.com, Inc.
|
Buy |
$1K – $15K |
Self |
Sep 27, 2022 |
3d late filing ↗ |
|
Donald Remy
EXEC
|
CHWY
CHWY
|
Sell |
$1K – $15K |
Self |
Sep 27, 2022 |
24d late filing ↗ |
|
Michael Barr
EXEC
|
CREF Inflation-Linked Bond Fund QCILIX
|
Sell |
$100K – $250K |
— |
Sep 23, 2022 |
filing ↗ |
|
Michael Barr
EXEC
|
CREF Core Bond Fund QCBMIX
|
Buy |
$100K – $250K |
— |
Sep 23, 2022 |
filing ↗ |
|
Rahul Gupta
EXEC
|
AMZN
Amazon.com, Inc.
|
Buy |
$1K – $15K |
Self |
Sep 22, 2022 |
8d late filing ↗ |
|
Nuria Fernandez
EXEC
|
INTU
Intuit, Inc.
|
Buy |
$1K – $15K |
Self |
Sep 22, 2022 |
33d late filing ↗ |
|
Wendy R Sherman
EXEC
|
Massachusetts St Dev Fin Agy Rev
|
Sell |
$100K – $250K |
Self |
Sep 21, 2022 |
30d late filing ↗ |
|
Xavier Becerra
EXEC
|
VTHRX
Spouse's USC Medical Center 457(b) plan: Vanguard Target Retirement 2030 Fund
|
Buy |
$15K – $50K |
— |
Sep 19, 2022 |
filing ↗ |
|
Xavier Becerra
EXEC
|
Spouse's USC Medical Center 457(b) plan: New York Life Stable Value Guaranteed Interest Account
|
Sell |
$15K – $50K |
— |
Sep 19, 2022 |
filing ↗ |
|
Kathleen Hicks
EXEC
|
XLP
Consumer Staples Select Sector SPDR Fund
|
Buy |
$100K – $250K |
— |
Sep 16, 2022 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
Quincy Mass Genl Oblig Ser-C
|
Buy |
$50K – $100K |
Self |
Sep 15, 2022 |
36d late filing ↗ |
|
Rahul Gupta
EXEC
|
KMB
Kimberly-Clark Corp.
|
Buy |
$1K – $15K |
Self |
Sep 14, 2022 |
16d late filing ↗ |
|
Wendy R Sherman
EXEC
|
Massachusetts St Transn Fd Rev
|
Sell |
$50K – $100K |
Self |
Sep 13, 2022 |
38d late filing ↗ |
|
Nuria Fernandez
EXEC
|
MDT
Medtronic Plc
|
Buy |
$1K – $15K |
Self |
Sep 13, 2022 |
42d late filing ↗ |
|
Nuria Fernandez
EXEC
|
BDX
Becton, Dickinson and Company
|
Sell |
$1K – $15K |
Self |
Sep 13, 2022 |
42d late filing ↗ |
|
Donald Remy
EXEC
|
JEPIX
JPMorgan Equity Premium Income Fund Class I Shares
|
Buy |
$15K – $50K |
Self |
Sep 6, 2022 |
45d late filing ↗ |
|
Donald Remy
EXEC
|
IDV
iShares International Select Dividend ETF
|
Buy |
$15K – $50K |
Self |
Sep 6, 2022 |
45d late filing ↗ |
|
Donald Remy
EXEC
|
IJH
iShares Core S&P Mid-Cap ETF
|
Buy |
$15K – $50K |
Self |
Sep 6, 2022 |
45d late filing ↗ |
|
Donald Remy
EXEC
|
IWM
iShares Russell 2000 ETF
|
Buy |
$15K – $50K |
Self |
Sep 6, 2022 |
45d late filing ↗ |
|
Donald Remy
EXEC
|
WFDRX
Wells Fargo Discovery Fund Class R6 Shares
|
Sell |
$15K – $50K |
Self |
Sep 2, 2022 |
49d late filing ↗ |
|
Donald Remy
EXEC
|
VWILX
Vanguard International Growth Fund Admiral Shares
|
Sell |
$15K – $50K |
Self |
Sep 2, 2022 |
49d late filing ↗ |
|
Donald Remy
EXEC
|
JLGMX
JPMorgan Large Cap Growth Fund Class R6 Shares
|
Sell |
$15K – $50K |
Self |
Sep 2, 2022 |
49d late filing ↗ |
|
Donald Remy
EXEC
|
JMGMX
JPMorgan Mid Cap Growth Fund Class R6 Shares
|
Sell |
$15K – $50K |
Self |
Sep 2, 2022 |
49d late filing ↗ |
|
Donald Remy
EXEC
|
DEMZX
Emerging Markets Fund Class R6 Shares
|
Sell |
$15K – $50K |
Self |
Sep 2, 2022 |
49d late filing ↗ |
|
Donald Remy
EXEC
|
JLVMX
JPMorgan Large Cap Value Fund Class R6 Shares
|
Buy |
$15K – $50K |
Self |
Sep 2, 2022 |
49d late filing ↗ |
|
Donald Remy
EXEC
|
APHKX
Artisan International Value Fund Institutional Shares
|
Buy |
$15K – $50K |
Self |
Sep 2, 2022 |
49d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1995 Trust: HOLLADAY UTAH LOC BLDG AUTH REV 5% 11/15/33 MN
|
Buy |
$50K – $100K |
Spouse |
Aug 31, 2022 |
1434d late filing ↗ |
|
Nuria Fernandez
EXEC
|
TXN
Texas Instruments Incorporated
|
Sell |
$1K – $15K |
Self |
Aug 31, 2022 |
55d late filing ↗ |
|
Donald Remy
EXEC
|
Indiana State Finance Authority Rev 5%
|
Buy |
$15K – $50K |
Self |
Aug 30, 2022 |
6d late filing ↗ |
|
Carlos A Monje
EXEC
|
SWMRX
Schwab Target 2045 Fund
|
Sell |
$15K – $50K |
— |
Aug 29, 2022 |
filing ↗ |
|
Andrea Palm
EXEC
|
RLBGX
American Funds American Balanced Fund Class R6 Shares
|
Sell |
$1K – $15K |
Self |
Aug 24, 2022 |
58d late filing ↗ |
|
Andrea Palm
EXEC
|
DDVIX
Delaware Value Fund Institutional Class Shares
|
Sell |
$1K – $15K |
Self |
Aug 24, 2022 |
58d late filing ↗ |
|
Andrea Palm
EXEC
|
LSITX
ClearBridge Large Cap Growth Fund Class IS Shares
|
Sell |
$1K – $15K |
Self |
Aug 24, 2022 |
58d late filing ↗ |
|
Andrea Palm
EXEC
|
PESPX
BNY Mellon Midcap Index Fund, Inc; Investor Class Shares
|
Sell |
$1K – $15K |
Self |
Aug 24, 2022 |
58d late filing ↗ |
|
Andrea Palm
EXEC
|
RERGX
American Funds EuroPacific Growth Fund Class R6 Shares
|
Sell |
$1K – $15K |
Self |
Aug 24, 2022 |
58d late filing ↗ |
|
Nuria Fernandez
EXEC
|
Taiwan Semiconductor Mfg
|
Sell |
$1K – $15K |
Self |
Aug 19, 2022 |
17d late filing ↗ |
|
Nuria Fernandez
EXEC
|
EPAM
EPAM Systems, Inc.
|
Buy |
$1K – $15K |
Self |
Aug 19, 2022 |
17d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1995 Trust: CITIZENS FINANCIAL GROUP HYBRID PERPETUAL
|
Buy |
$1K – $15K |
Spouse |
Aug 18, 2022 |
1434d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1995 Trust: CHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL
|
Buy |
$1K – $15K |
Spouse |
Aug 18, 2022 |
1434d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1995 Trust: COREBRIDGE FINANCIAL, INC HYBRID PERPETUAL USD
|
Buy |
$1K – $15K |
Spouse |
Aug 18, 2022 |
1434d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1995 Trust: BANK OF NEW YORK MELLON CORPOR HYBRID PERPETUAL USD
|
Buy |
$1K – $15K |
Spouse |
Aug 18, 2022 |
1434d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1995 Trust: WELLS FARGO & COMPANY HYBRID PERPETUAL
|
Buy |
$1K – $15K |
Spouse |
Aug 18, 2022 |
1434d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1995 Trust: AMERICAN EXPRESS CO HYBRID PERPETUAL
|
Buy |
$1K – $15K |
Spouse |
Aug 17, 2022 |
1434d late filing ↗ |
|
Rahul Gupta
EXEC
|
GE
General Electric Co.
|
Sell |
$1K – $15K |
Self |
Aug 16, 2022 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
Shopify Inc.
|
Sell |
$1K – $15K |
Self |
Aug 15, 2022 |
21d late filing ↗ |
|
Kiran Ahuja
EXEC
|
Raisin D'Etre, LLC
|
Buy |
$15K – $50K |
— |
Aug 12, 2022 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
ATLASSIAN Corporation
|
Buy |
$1K – $15K |
Self |
Aug 12, 2022 |
24d late filing ↗ |
|
Richard Blumenthal
D · CT
|
TKNO
Peter L Malkin Family 9 LLC: Alpha Teknova Inc (Stock)
|
Sell |
$1K – $15K |
Spouse |
Aug 11, 2022 |
1436d late filing ↗ |
|
Richard Blumenthal
D · CT
|
TIC
Peter L Malkin Family 9 LLC: TIC Solutions Inc (Stock)
|
Sell |
$100K – $250K |
Spouse |
Aug 11, 2022 |
1436d late filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
UTIXX
Federated Hermes US Treasury
|
Sell |
$100K – $250K |
— |
Aug 11, 2022 |
filing ↗ |
|
Richard Blumenthal
D · CT
|
Peter L Malkin Family 9 LLC: Not Fade Away LLC
|
Sell |
$100K – $250K |
Spouse |
Aug 10, 2022 |
1437d late filing ↗ |
|
Richard Blumenthal
D · CT
|
TKNO
Peter L Malkin Family 9 LLC: Alpha Teknova Inc (Stock)
|
Buy |
$1K – $15K |
Spouse |
Aug 10, 2022 |
1437d late filing ↗ |
|
Richard Blumenthal
D · CT
|
Peter L Malkin Family 9 LLC: MH Built to Last LLC
|
Sell |
$1K – $15K |
Spouse |
Aug 7, 2022 |
1440d late filing ↗ |
|
Richard Blumenthal
D · CT
|
TKNO
Peter L Malkin Family 9 LLC: Alpha Teknova Inc (Stock)
|
Sell |
$1K – $15K |
Spouse |
Aug 7, 2022 |
1440d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1995 Trust: AMERICAN EXPRESS CO HYBRID PERPETUAL
|
Buy |
$1K – $15K |
Spouse |
Aug 6, 2022 |
1445d late filing ↗ |
|
Richard Blumenthal
D · CT
|
TKNO
Peter L Malkin Family 9 LLC: Alpha Teknova Inc (Stock)
|
Sell |
$1K – $15K |
Spouse |
Aug 6, 2022 |
1441d late filing ↗ |
|
Richard Blumenthal
D · CT
|
TKNO
Peter L Malkin Family 9 LLC: Alpha Teknova Inc (Stock)
|
Sell |
$1K – $15K |
Spouse |
Aug 5, 2022 |
1442d late filing ↗ |
|
Michael Barr
EXEC
|
VOO
Vanguard 500 Index Fund ETF Shares
|
Buy |
$250K – $500K |
— |
Aug 5, 2022 |
filing ↗ |
|
Rahul Gupta
EXEC
|
AMZN
Amazon.com, Inc.
|
Sell |
$1K – $15K |
Self |
Aug 4, 2022 |
4d late filing ↗ |
|
Richard Blumenthal
D · CT
|
TKNO
Peter L Malkin Family 9 LLC: Alpha Teknova Inc (Stock)
|
Sell |
$1K – $15K |
Spouse |
Aug 3, 2022 |
1444d late filing ↗ |
|
Rahul Gupta
EXEC
|
AMZN
Amazon.com, Inc.
|
Sell |
$1K – $15K |
Self |
Aug 3, 2022 |
5d late filing ↗ |
|
Rahul Gupta
EXEC
|
AMZN
Amazon.com, Inc.
|
Sell |
$1K – $15K |
Self |
Aug 1, 2022 |
7d late filing ↗ |
|
Richard Blumenthal
D · CT
|
Peter L Malkin Family 9 LLC: Commodore Capital Domestic LP
|
Sell |
$50K – $100K |
Spouse |
Jul 31, 2022 |
1447d late filing ↗ |
|
Richard Blumenthal
D · CT
|
Peter L Malkin Family 9 LLC: Not Fade Away LLC
|
Sell |
$15K – $50K |
Spouse |
Jul 30, 2022 |
1448d late filing ↗ |
|
Richard Blumenthal
D · CT
|
TKNO
Peter L Malkin Family 9 LLC: Alpha Teknova Inc (Stock)
|
Sell |
$1K – $15K |
Spouse |
Jul 30, 2022 |
1448d late filing ↗ |
|
Richard Blumenthal
D · CT
|
Peter L Malkin Family 9 LLC: MH Built to Last LLC
|
Buy |
$1K – $15K |
Spouse |
Jul 29, 2022 |
1449d late filing ↗ |
|
Rahul Gupta
EXEC
|
AMZN
Amazon.com, Inc.
|
Sell |
$15K – $50K |
Self |
Jul 29, 2022 |
10d late filing ↗ |