|
Tommy Beaudreau
EXEC
|
WMT
Walmart, Inc.
|
Buy |
$1K – $15K |
Self |
Jun 22, 2022 |
filing ↗ |
|
Carlos Del Toro
EXEC
|
John Deere
|
Buy |
$1K – $15K |
Self |
Jun 17, 2022 |
1d late filing ↗ |
|
Carlos Del Toro
EXEC
|
Costco
|
Buy |
$1K – $15K |
Self |
Jun 17, 2022 |
1d late filing ↗ |
|
Carlos Del Toro
EXEC
|
Amazon
|
Buy |
$1K – $15K |
Self |
Jun 17, 2022 |
1d late filing ↗ |
|
Carlos Del Toro
EXEC
|
Google
|
Buy |
$1K – $15K |
Self |
Jun 17, 2022 |
1d late filing ↗ |
|
Nuria Fernandez
EXEC
|
TGT
Target Corp.
|
Buy |
$1K – $15K |
Self |
Jun 17, 2022 |
21d late filing ↗ |
|
Nuria Fernandez
EXEC
|
ROK
Rockwell Automation, Inc.
|
Buy |
$1K – $15K |
Self |
Jun 17, 2022 |
21d late filing ↗ |
|
Carlos Del Toro
EXEC
|
WBD
Warner Bros. Discovery Inc. Series A Common Stock
|
Sell |
$1K – $15K |
Self |
Jun 17, 2022 |
312d late filing ↗ |
|
Nuria Fernandez
EXEC
|
TGT
Target Corp.
|
Buy |
$1K – $15K |
Self |
Jun 13, 2022 |
25d late filing ↗ |
|
Nuria Fernandez
EXEC
|
ROK
Rockwell Automation, Inc.
|
Buy |
$1K – $15K |
Self |
Jun 13, 2022 |
25d late filing ↗ |
|
Nuria Fernandez
EXEC
|
BAC
Bank of America Corp.
|
Sell |
$1K – $15K |
Self |
Jun 13, 2022 |
25d late filing ↗ |
|
Deanne Criswell
EXEC
|
QQQ
Invesco QQQ Trust, Series 1
|
Buy |
$1K – $15K |
Self |
Jun 13, 2022 |
35d late filing ↗ |
|
Deanne Criswell
EXEC
|
SPY
SPDR S&P 500 ETF Trust
|
Buy |
$1K – $15K |
Self |
Jun 13, 2022 |
35d late filing ↗ |
|
Deanne Criswell
EXEC
|
AMZN
Amazon.com, Inc.
|
Sell |
$1K – $15K |
Self |
Jun 10, 2022 |
38d late filing ↗ |
|
Lisa Cook
EXEC
|
VIG
Vanguard Dividend Appreciation Index Fund ETF Class Shares
|
Sell |
$1K – $15K |
— |
May 31, 2022 |
filing ↗ |
|
Lisa Cook
EXEC
|
VTV
Vanguard Value Index Fund ETF Shares
|
Sell |
$1K – $15K |
— |
May 31, 2022 |
filing ↗ |
|
Lisa Cook
EXEC
|
SCHG
Schwab US Large-Cap Growth ETF
|
Sell |
$1K – $15K |
— |
May 31, 2022 |
filing ↗ |
|
Lisa Cook
EXEC
|
SCHB
Schwab US Broad Market ETF
|
Sell |
$1K – $15K |
— |
May 31, 2022 |
filing ↗ |
|
Lisa Cook
EXEC
|
PULS
PGIM Ultra Short Bond ETF
|
Sell |
$1K – $15K |
— |
May 31, 2022 |
filing ↗ |
|
Lisa Cook
EXEC
|
MFAIX
Morgan Stanley Institutional Fund Trust International Advantage Portfolio Class I Shares
|
Sell |
$1K – $15K |
— |
May 31, 2022 |
filing ↗ |
|
Lisa Cook
EXEC
|
LLDYX
Lord Abbett Short Duration Income Fund Class I Shares
|
Sell |
$1K – $15K |
— |
May 31, 2022 |
filing ↗ |
|
Donald Remy
EXEC
|
OLN
Olin Corp.
|
Sell |
$1K – $15K |
Self |
May 31, 2022 |
10d late filing ↗ |
|
Philip Jefferson
EXEC
|
OnPace Plus bond
|
Sell |
$15K – $50K |
Self |
May 31, 2022 |
4d late filing ↗ |
|
Philip Jefferson
EXEC
|
SGDLX
Sprott Gold Equity Fund Investor Class Shares
|
Sell |
$1K – $15K |
Self |
May 31, 2022 |
4d late filing ↗ |
|
Nani A Coloretti
EXEC
|
EIX
Edison International
|
Sell |
$1K – $15K |
Self |
May 27, 2022 |
filing ↗ |
|
Nani A Coloretti
EXEC
|
VFIAX
Vanguard 500 Index Fund Admiral Shares
|
Buy |
$1K – $15K |
Self |
May 22, 2022 |
filing ↗ |
|
Nani A Coloretti
EXEC
|
EXC
Exelon Corp.
|
Sell |
$1K – $15K |
Self |
May 18, 2022 |
filing ↗ |
|
Nani A Coloretti
EXEC
|
FMCSX
Fidelity Mid-Cap Stock Fund
|
Buy |
$15K – $50K |
Self |
May 17, 2022 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
BLK
BlackRock, Inc.
|
Buy |
$1K – $15K |
Self |
May 17, 2022 |
32d late filing ↗ |
|
Nuria Fernandez
EXEC
|
BAC
Bank of America Corp.
|
Sell |
$1K – $15K |
Self |
May 17, 2022 |
32d late filing ↗ |
|
John Tien
EXEC
|
GSIMX
Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs
|
Sell |
$1K – $15K |
— |
May 13, 2022 |
filing ↗ |
|
John Tien
EXEC
|
PBDPX
PIMCO Investment Grade Credit Bond Fund Class I-2 Shares
|
Buy |
$1K – $15K |
— |
May 13, 2022 |
filing ↗ |
|
John Tien
EXEC
|
FTHSX
Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares
|
Sell |
$1K – $15K |
— |
May 13, 2022 |
filing ↗ |
|
John Tien
EXEC
|
PRMSX
T Rowe PriceEmerging Markets Stock Fund
|
Buy |
$1K – $15K |
— |
May 13, 2022 |
filing ↗ |
|
John Tien
EXEC
|
SBLYX
ClearBridge Large Cap Growth Fund Class I Shares
|
Buy |
$1K – $15K |
— |
May 13, 2022 |
filing ↗ |
|
John Tien
EXEC
|
MEIIX
MFS Value Fund Class I Shares
|
Sell |
$1K – $15K |
— |
May 13, 2022 |
filing ↗ |
|
John Tien
EXEC
|
MADVX
BlackRock Equity Dividend Fund Institutional Shares
|
Sell |
$1K – $15K |
— |
May 13, 2022 |
filing ↗ |
|
John Tien
EXEC
|
DBLTX
DoubleLine Total Return Bond Fund Class I Shares
|
Sell |
$1K – $15K |
— |
May 13, 2022 |
filing ↗ |
|
John Tien
EXEC
|
EGFIX
Edgewood Growth Fund Institutional Class Shares
|
Buy |
$1K – $15K |
— |
May 13, 2022 |
filing ↗ |
|
John Tien
EXEC
|
IEFA
iShares Core MSCI EAFE ETF
|
Sell |
$1K – $15K |
— |
May 13, 2022 |
filing ↗ |
|
John Tien
EXEC
|
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
|
Sell |
$1K – $15K |
— |
May 13, 2022 |
filing ↗ |
|
John Tien
EXEC
|
VCIT
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares
|
Buy |
$1K – $15K |
— |
May 13, 2022 |
filing ↗ |
|
John Tien
EXEC
|
IWD
iShares Russell 1000 Value ETF
|
Sell |
$1K – $15K |
— |
May 13, 2022 |
filing ↗ |
|
John Tien
EXEC
|
IWF
iShares Russell 1000 Growth ETF
|
Buy |
$1K – $15K |
— |
May 13, 2022 |
filing ↗ |
|
Rahul Gupta
EXEC
|
SQ
Block Inc
|
Buy |
$1K – $15K |
Self |
May 11, 2022 |
filing ↗ |
|
Deanne Criswell
EXEC
|
QQQ
Invesco QQQ Trust, Series 1
|
Sell |
$1K – $15K |
Self |
May 10, 2022 |
3d late filing ↗ |
|
Nani A Coloretti
EXEC
|
EIX
Edison International
|
Sell |
$1K – $15K |
Self |
May 9, 2022 |
4d late filing ↗ |
|
Jennifer Granholm
EXEC
|
TTWO
Take-Two Interactive Software, Inc.
|
Buy |
$1K – $15K |
Self |
May 9, 2022 |
4d late filing ↗ |
|
Rahul Gupta
EXEC
|
AMZN
Amazon.com, Inc.
|
Buy |
$1K – $15K |
Self |
May 6, 2022 |
filing ↗ |
|
Nani A Coloretti
EXEC
|
EIX
Edison International
|
Sell |
$1K – $15K |
Self |
May 6, 2022 |
7d late filing ↗ |
|
Rahul Gupta
EXEC
|
AMZN
Amazon.com, Inc.
|
Buy |
$1K – $15K |
Self |
May 5, 2022 |
filing ↗ |
|
Rahul Gupta
EXEC
|
SQ
Block
|
Buy |
$1K – $15K |
Self |
May 5, 2022 |
filing ↗ |
|
Rahul Gupta
EXEC
|
SQ
Block Inc
|
Buy |
$1K – $15K |
Self |
May 4, 2022 |
filing ↗ |
|
Nani A Coloretti
EXEC
|
FDENX
Fidelity Select Energy Fund
|
Sell |
$15K – $50K |
Self |
May 3, 2022 |
10d late filing ↗ |
|
Nuria Fernandez
EXEC
|
DSDVY
DSV A S American Depository Receipts
|
Sell |
$1K – $15K |
Self |
May 3, 2022 |
46d late filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
TROSX
T. Rowe Price International Overseas
|
Sell |
$1K – $15K |
— |
May 2, 2022 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
BLK
BlackRock, Inc.
|
Buy |
$1K – $15K |
Self |
May 2, 2022 |
11d late filing ↗ |
|
Nuria Fernandez
EXEC
|
PNC
The PNC Financial Services Group, Inc.
|
Sell |
$1K – $15K |
Self |
May 2, 2022 |
11d late filing ↗ |
|
Nuria Fernandez
EXEC
|
LRCX
Lam Research Corp.
|
Buy |
$1K – $15K |
Self |
May 2, 2022 |
11d late filing ↗ |
|
Rahul Gupta
EXEC
|
AMZN
Amazon.com, Inc.
|
Buy |
$15K – $50K |
Self |
Apr 29, 2022 |
3d late filing ↗ |
|
Rahul Gupta
EXEC
|
SQ
Block Inc
|
Buy |
$1K – $15K |
Self |
Apr 29, 2022 |
3d late filing ↗ |
|
Rahul Gupta
EXEC
|
SQ
Block inc
|
Buy |
$1K – $15K |
Self |
Apr 27, 2022 |
5d late filing ↗ |
|
Rahul Gupta
EXEC
|
NFLX
Netflix, Inc.
|
Buy |
$1K – $15K |
Self |
Apr 26, 2022 |
6d late filing ↗ |
|
Rahul Gupta
EXEC
|
SQ
Block Inc
|
Buy |
$1K – $15K |
Self |
Apr 26, 2022 |
6d late filing ↗ |
|
Nuria Fernandez
EXEC
|
ASMIY
ASM International
|
Buy |
$1K – $15K |
Self |
Apr 26, 2022 |
17d late filing ↗ |
|
Rahul Gupta
EXEC
|
KMB
Kimberly-Clark Corp.
|
Sell |
$15K – $50K |
Self |
Apr 25, 2022 |
7d late filing ↗ |
|
Rahul Gupta
EXEC
|
NFLX
Netflix, Inc.
|
Buy |
$15K – $50K |
Self |
Apr 25, 2022 |
7d late filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
RFBSX
Russell Short Duration Bond
|
Buy |
$1K – $15K |
— |
Apr 22, 2022 |
filing ↗ |
|
Xavier Becerra
EXEC
|
IGSB
Spouse's IRA #1: iShares 1-5 Year Investment Grade Corporate Bond ETF
|
Buy |
$1K – $15K |
— |
Apr 22, 2022 |
filing ↗ |
|
Rahul Gupta
EXEC
|
KMB
Kimberly-Clark Corp.
|
Sell |
$1K – $15K |
Self |
Apr 22, 2022 |
10d late filing ↗ |
|
Rahul Gupta
EXEC
|
NFLX
Netflix, Inc.
|
Buy |
$1K – $15K |
Self |
Apr 22, 2022 |
10d late filing ↗ |
|
Nuria Fernandez
EXEC
|
COP
ConocoPhillips
|
Buy |
$1K – $15K |
Self |
Apr 22, 2022 |
21d late filing ↗ |
|
Nuria Fernandez
EXEC
|
BLK
BlackRock, Inc.
|
Buy |
$1K – $15K |
Self |
Apr 22, 2022 |
21d late filing ↗ |
|
Nuria Fernandez
EXEC
|
APD
Air Products and Chemicals, Inc.
|
Sell |
$1K – $15K |
Self |
Apr 22, 2022 |
21d late filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
RFCTX
Russell Strategic Bond
|
Buy |
$50K – $100K |
— |
Apr 21, 2022 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
RINTX
Russell International Developed Markets
|
Buy |
$50K – $100K |
— |
Apr 21, 2022 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
RFBSX
Russell Short Duration Bond
|
Buy |
$15K – $50K |
— |
Apr 21, 2022 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
RGCSX
Russell Opportunistic Credit Fund Class S Shares
|
Buy |
$15K – $50K |
— |
Apr 21, 2022 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
RSESX
Russell US Strategic Equity
|
Sell |
$1K – $15K |
— |
Apr 21, 2022 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
RFATX
Russell Investment Grade Bond
|
Sell |
$100K – $250K |
— |
Apr 21, 2022 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
RLESX
Russell Small Cap Equity
|
Sell |
$1K – $15K |
— |
Apr 21, 2022 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
REMSX
Russell Emerging Markets
|
Sell |
$15K – $50K |
— |
Apr 21, 2022 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
RMGSX
Russell Multi Asset Growth Strategy
|
Sell |
$1K – $15K |
— |
Apr 21, 2022 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
FTIXX
Goldman Sachs Square Treasury
|
Sell |
$1K – $15K |
— |
Apr 21, 2022 |
filing ↗ |
|
Deanne Criswell
EXEC
|
VFH
Vanguard Financials Index Fund ETF Shares
|
Buy |
$15K – $50K |
Self |
Apr 20, 2022 |
23d late filing ↗ |
|
Deanne Criswell
EXEC
|
FB
Meta Platforms
|
Buy |
$1K – $15K |
Self |
Apr 20, 2022 |
23d late filing ↗ |
|
Deanne Criswell
EXEC
|
PAYC
Paycom Software, Inc.
|
Buy |
$1K – $15K |
Self |
Apr 20, 2022 |
23d late filing ↗ |
|
Deanne Criswell
EXEC
|
SHOP
Shopify
|
Buy |
$1K – $15K |
Self |
Apr 20, 2022 |
23d late filing ↗ |
|
Deanne Criswell
EXEC
|
MSFT
Microsoft Corp.
|
Buy |
$1K – $15K |
Self |
Apr 20, 2022 |
23d late filing ↗ |
|
Deanne Criswell
EXEC
|
AAPL
Apple, Inc.
|
Buy |
$1K – $15K |
Self |
Apr 20, 2022 |
23d late filing ↗ |
|
Deanne Criswell
EXEC
|
AMZN
Amazon.com, Inc.
|
Buy |
$1K – $15K |
Self |
Apr 20, 2022 |
23d late filing ↗ |
|
Deanne Criswell
EXEC
|
SE
Sea Limited
|
Sell |
$1K – $15K |
Self |
Apr 20, 2022 |
23d late filing ↗ |
|
Deanne Criswell
EXEC
|
RBLX
Robolox
|
Sell |
$1K – $15K |
Self |
Apr 20, 2022 |
23d late filing ↗ |
|
Deanne Criswell
EXEC
|
NFLX
Netflix, Inc.
|
Sell |
$1K – $15K |
Self |
Apr 20, 2022 |
23d late filing ↗ |
|
Rahul Gupta
EXEC
|
HD
The Home Depot, Inc.
|
Buy |
$1K – $15K |
Self |
Apr 18, 2022 |
14d late filing ↗ |
|
Nuria Fernandez
EXEC
|
NVO
Novo Nordisk
|
Buy |
$1K – $15K |
Self |
Apr 14, 2022 |
29d late filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
MEIIX
MFS Series Trust Value Fund
|
Sell |
$1K – $15K |
— |
Apr 12, 2022 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
HACAX
Harper Capital Appreciation
|
Sell |
$1K – $15K |
— |
Apr 12, 2022 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
EGFIX
Edgewood Growth Fund
|
Sell |
$1K – $15K |
— |
Apr 12, 2022 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
DODGX
Dodge & Cox Stock Fund
|
Sell |
$1K – $15K |
— |
Apr 12, 2022 |
filing ↗ |