|
Kiran Ahuja
EXEC
|
VFTAX
Vanguard FTSE Social Index Fund Admiral Class Shares
|
Buy |
$1K – $15K |
— |
Nov 1, 2021 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
VZ
Verizon Communications, Inc.
|
Sell |
$1K – $15K |
Self |
Nov 1, 2021 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
BMY
Bristol-Myers Squibb
|
Buy |
$1K – $15K |
Self |
Nov 1, 2021 |
filing ↗ |
|
Brian P McKeon
EXEC
|
EDV
Vanguard Extended Duration Treasury Index Fund ETF Shares
|
Sell |
$1K – $15K |
— |
Oct 29, 2021 |
filing ↗ |
|
John Tien
EXEC
|
TGLMX
TCW Total Return Bond Fund Class I Shares
|
Sell |
$1K – $15K |
— |
Oct 28, 2021 |
filing ↗ |
|
John Tien
EXEC
|
DBLTX
DoubleLine Total Return Bond Fund Class I Shares
|
Buy |
$1K – $15K |
— |
Oct 28, 2021 |
filing ↗ |
|
Jennifer Granholm
EXEC
|
Vivint
|
Sell |
$1K – $15K |
Self |
Oct 26, 2021 |
17d late filing ↗ |
|
Brian P McKeon
EXEC
|
VSMAX
Vanguard Small-Cap Index Fund Admiral Shares
|
Sell |
$1K – $15K |
— |
Oct 25, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
SWYEX
Schwab Target 2030 Index Fund
|
Buy |
$500K – $1M |
Self |
Oct 25, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
VWIUX
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares
|
Buy |
$250K – $500K |
Self |
Oct 22, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
VMLUX
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares
|
Buy |
$250K – $500K |
Self |
Oct 22, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
DFUSX
US Large Company Portfolio Institutional Class Shares
|
Buy |
$100K – $250K |
Self |
Oct 22, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
VYMI
Vanguard International High Dividend Yield Index Fund ETF Shares
|
Buy |
$100K – $250K |
Self |
Oct 22, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
IMTM
iShares Edge MSCI Intl Momentum Factor ETF
|
Buy |
$50K – $100K |
Self |
Oct 22, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
IQLT
iShares Edge MSCI Intl Quality Factor ETF
|
Buy |
$50K – $100K |
Self |
Oct 22, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
QUAL
ISHARES MSCI USA QLTY FACT ETF IV
|
Buy |
$100K – $250K |
Self |
Oct 22, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
VLUE
iShares Edge MSCI USA Value Factor ETF
|
Buy |
$50K – $100K |
Self |
Oct 22, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
MTUM
iShares Edge MSCI USA Momentum Factor ETF
|
Buy |
$100K – $250K |
Self |
Oct 22, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
IWF
iShares Russell 1000 Growth ETF
|
Buy |
$50K – $100K |
Self |
Oct 22, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
DVY
iShares Select Dividend ETF
|
Buy |
$100K – $250K |
Self |
Oct 22, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
MUB
iShares National Muni Bond ETF
|
Buy |
$250K – $500K |
Self |
Oct 22, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
DFAT
dimensional U S Targeted Value ETF
|
Buy |
$100K – $250K |
Self |
Oct 22, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
SHM
SPDRNuveen Bloomberg Barclays Short Term Municipal Bond ETF
|
Buy |
$100K – $250K |
Self |
Oct 22, 2021 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
VZ
Verizon Communications, Inc.
|
Sell |
$1K – $15K |
Self |
Oct 22, 2021 |
filing ↗ |
|
Carlos Del Toro
EXEC
|
DOV
Dover Corporation
|
Sell |
$15K – $50K |
Self |
Oct 20, 2021 |
45d late filing ↗ |
|
Brian P McKeon
EXEC
|
VSMAX
Vanguard Small-Cap Index Fund Admiral Shares
|
Sell |
$1K – $15K |
— |
Oct 19, 2021 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
VZ
Verizon Communications, Inc.
|
Sell |
$1K – $15K |
Self |
Oct 19, 2021 |
filing ↗ |
|
Brian P McKeon
EXEC
|
VFIAX
Vanguard 500 Index Fund Admiral Shares
|
Sell |
$1K – $15K |
— |
Oct 18, 2021 |
filing ↗ |
|
Frank Kendall
EXEC
|
LDOS
Leidos Holdings, Inc.
|
Sell |
$50K – $100K |
Self |
Oct 15, 2021 |
filing ↗ |
|
Frank Kendall
EXEC
|
LDOS
Leidos Holdings, Inc.
|
Sell |
$100K – $250K |
Self |
Oct 15, 2021 |
filing ↗ |
|
Frank Kendall
EXEC
|
LDOS
Leidos Holdings, Inc.
|
Sell |
$100K – $250K |
Self |
Oct 15, 2021 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
VZ
Verizon Communications, Inc.
|
Sell |
$1K – $15K |
Self |
Oct 15, 2021 |
2d late filing ↗ |
|
Kiran Ahuja
EXEC
|
VWIUX
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares
|
Buy |
$1K – $15K |
— |
Oct 14, 2021 |
filing ↗ |
|
Eric S Lander
EXEC
|
New Castle Cnty DE 5.000% 10/01/2032
|
Buy |
$100K – $250K |
Self |
Oct 14, 2021 |
filing ↗ |
|
Donald Remy
EXEC
|
NVIDIA CORPORATION
|
Sell |
$1K – $15K |
Self |
Oct 13, 2021 |
filing ↗ |
|
Donald Remy
EXEC
|
Divestiture and Resignation from Omega Investment Partners, LLC
|
Sell |
$250K – $500K |
Self |
Oct 13, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
SWRSX
Schwab Treasury Inflation Protected Securities Index Fund
|
Buy |
$1M – $5M |
Self |
Oct 13, 2021 |
filing ↗ |
|
Donald Remy
EXEC
|
MSFT
MICROSOFT CORPORATION
|
Sell |
$1K – $15K |
Self |
Oct 12, 2021 |
filing ↗ |
|
Donald Remy
EXEC
|
APPLE
APPLE INC
|
Sell |
$1K – $15K |
Self |
Oct 12, 2021 |
filing ↗ |
|
Donald Remy
EXEC
|
AMZN
AMAZON
|
Sell |
$1K – $15K |
Self |
Oct 12, 2021 |
filing ↗ |
|
Kiran Ahuja
EXEC
|
VTSAX
Vanguard Total Stock Market Index Fund Admiral Class Shares
|
Buy |
$1K – $15K |
— |
Oct 11, 2021 |
filing ↗ |
|
Kiran Ahuja
EXEC
|
VGHAX
Vanguard Health Care Fund Admiral Shares
|
Buy |
$1K – $15K |
— |
Oct 11, 2021 |
filing ↗ |
|
Kiran Ahuja
EXEC
|
VFTAX
Vanguard FTSE Social Index Fund Admiral Class Shares
|
Buy |
$1K – $15K |
— |
Oct 11, 2021 |
filing ↗ |
|
Eric S Lander
EXEC
|
Harvard Univ (MA DFA) 5.000% 10/15/2027
|
Sell |
$250K – $500K |
Self |
Oct 8, 2021 |
filing ↗ |
|
Donald Remy
EXEC
|
ZENDESK, INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
WORKDAY, INC CMN CLASS A
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
WORKDAY, INC CMN CLASS A
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
UNION PACIFIC CORP
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
TRANSDIGM GROUP INCORPORATED
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
TRANE TECHNOLOGIES PUBLIC LIMI
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
TRANE TECHNOLOGIES PUBLIC LIMI
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
TARGET CORPORATION
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
SVB FINANCIAL GROUP
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
SVB FINANCIAL GROUP
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
SERVICENOW INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
SERVICENOW INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
SERVICENOW INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
QUALCOMM INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
QUALCOMM INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
PAYPAL HOLDINGS, INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
PAYPAL HOLDINGS, INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
PAYPAL HOLDINGS, INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
MORGAN STANLEY CMN
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
MORGAN STANLEY CMN
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
MICROCHIP TECHNOLOGY INCORPORA
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
MICROCHIP TECHNOLOGY INCORPORA
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
MGM RESORTS INTERNATIONAL
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
MGM RESORTS INTERNATIONAL
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
MGM RESORTS INTERNATIONAL
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
MGM RESORTS INTERNATIONAL
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
MERCADOLIBRE, INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
MERCADOLIBRE, INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
INTUIT INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
INTUIT INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
HUMANA INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
FREEPORT-MCMORAN INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
FREEPORT-MCMORAN INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
FREEPORT-MCMORAN INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
FORTINET, INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
FIDELITY NATL INFO SVCS INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
FIDELITY NATL INFO SVCS INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
COSTCO WHOLESALE CORPORATION
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
CONOCOPHILLIPS CMN
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
CONOCOPHILLIPS CMN
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
CONOCOPHILLIPS CMN
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
BIOGEN INC. CMN
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
BIOGEN INC. CMN
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
APPLIED MATERIALS INC CMN
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
APPLIED MATERIALS INC CMN
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
AMETEK INC (NEW) CMN
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
AMETEK INC (NEW) CMN
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
ALIGN TECHNOLOGY INC CMN
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
ALIGN TECHNOLOGY INC CMN
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
ALIGN TECHNOLOGY INC CMN
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
V
VISA INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
V
VISA INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
V
VISA INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
V
VISA INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
V
VISA INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |
|
Donald Remy
EXEC
|
V
VISA INC
|
Sell |
$1K – $15K |
Self |
Oct 7, 2021 |
1d late filing ↗ |