|
Stacey Dixon
EXEC
|
ABNFX
AMERICAN BD FD OF AMERICA F2 CONFIRM NBR
|
Buy |
$1K – $15K |
Self |
Aug 23, 2021 |
filing ↗ |
|
Stacey Dixon
EXEC
|
WMFFX
AMERICAN WA MUTUAL F2 CONFIRM NBR
|
Buy |
$1K – $15K |
Self |
Aug 23, 2021 |
filing ↗ |
|
Stacey Dixon
EXEC
|
ICAFX
AMERICAN INV CO OF AMER F2 CONFIRM NBR
|
Buy |
$15K – $50K |
Self |
Aug 23, 2021 |
filing ↗ |
|
Stacey Dixon
EXEC
|
SMCFX
AMERICAN SMALL CAP WORLD F2 CONFIRM NBR
|
Buy |
$1K – $15K |
Self |
Aug 23, 2021 |
filing ↗ |
|
Stacey Dixon
EXEC
|
AMBFX
AMERICAN BALANCED F2 CONFIRM NBR
|
Buy |
$15K – $50K |
Self |
Aug 23, 2021 |
filing ↗ |
|
Stacey Dixon
EXEC
|
GFFFX
AMERICAN GW FD OF AMERICA F2 CONFIRM NBR
|
Buy |
$1K – $15K |
Self |
Aug 23, 2021 |
filing ↗ |
|
Stacey Dixon
EXEC
|
WGIFX
AMERICAN CAP WRLD GR & INC F2 CONFIRM NBR
|
Buy |
$15K – $50K |
Self |
Aug 23, 2021 |
filing ↗ |
|
Stacey Dixon
EXEC
|
CAIFX
AMERICAN CAP INC BUILDER F2 CONFIRM NBR
|
Buy |
$1K – $15K |
Self |
Aug 23, 2021 |
filing ↗ |
|
Stacey Dixon
EXEC
|
AMZN
Amazon.com, Inc.
|
Sell |
$1K – $15K |
Self |
Aug 23, 2021 |
filing ↗ |
|
Deanne Criswell
EXEC
|
BABA
Alibaba Group Holding Limited
|
Sell |
$1K – $15K |
Self |
Aug 23, 2021 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
EPAM
EPAM Systems, Inc.
|
Buy |
$1K – $15K |
Self |
Aug 23, 2021 |
5d late filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Bernstein Diversified Municipal Portfolio
|
Buy |
$1K – $15K |
— |
Aug 20, 2021 |
filing ↗ |
|
Kiran Ahuja
EXEC
|
VWIAX
Vanguard Wellesley Income Fund Admiral Shares
|
Buy |
$1K – $15K |
— |
Aug 19, 2021 |
filing ↗ |
|
Kiran Ahuja
EXEC
|
VTSAX
Vanguard Total Stock Market Index Fund Admiral Class Shares
|
Buy |
$1K – $15K |
— |
Aug 19, 2021 |
filing ↗ |
|
Kiran Ahuja
EXEC
|
VASGX
Vanguard LifeStrategy Growth Fund Investor Shares
|
Buy |
$1K – $15K |
— |
Aug 19, 2021 |
filing ↗ |
|
Kiran Ahuja
EXEC
|
VWIUX
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares
|
Buy |
$1K – $15K |
— |
Aug 19, 2021 |
filing ↗ |
|
Kiran Ahuja
EXEC
|
VGHAX
Vanguard Health Care Fund Admiral Shares
|
Buy |
$1K – $15K |
— |
Aug 19, 2021 |
filing ↗ |
|
Kiran Ahuja
EXEC
|
VBIAX
Vanguard Balanced Index Fund Admiral Shares
|
Buy |
$1K – $15K |
— |
Aug 19, 2021 |
filing ↗ |
|
Kiran Ahuja
EXEC
|
VFTAX
Vanguard FTSE Social Index Fund Admiral Class Shares
|
Buy |
$1K – $15K |
— |
Aug 19, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
Vequrity (dba Range Force)
|
Sell |
$15K – $50K |
Self |
Aug 19, 2021 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
IShares Edge MSCI Min Vol Emer
|
Sell |
$1K – $15K |
Self |
Aug 17, 2021 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
WCM Focused Intl Grth Inst
|
Buy |
$1K – $15K |
Self |
Aug 17, 2021 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
IShares Edge MSCI Min Vol Emer
|
Sell |
$1K – $15K |
Self |
Aug 17, 2021 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
WCM Focused Intl Gwth Inst
|
Buy |
$1K – $15K |
Self |
Aug 17, 2021 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
Schwab US DVD Equity ETF
|
Buy |
$1K – $15K |
Self |
Aug 17, 2021 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
IShares Russell Midcap V ETF
|
Buy |
$1K – $15K |
Self |
Aug 17, 2021 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
Vanguard Dividend Appreciation xx
|
Buy |
$15K – $50K |
Self |
Aug 17, 2021 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
Matthews Asia Dividend Inst xx
|
Buy |
$1K – $15K |
Self |
Aug 17, 2021 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
IShares Edge MSCI US Momentum xx
|
Buy |
$1K – $15K |
Self |
Aug 17, 2021 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
Vanguard Dividend Appreciation xx
|
Buy |
$15K – $50K |
Self |
Aug 17, 2021 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
WCM Focused Intl Gwth Inst
|
Buy |
$15K – $50K |
Self |
Aug 17, 2021 |
filing ↗ |
|
Wendy R Sherman
EXEC
|
CIPIX
Champlain Mid Cap Fund Institutional Shares
|
Buy |
$15K – $50K |
Self |
Aug 17, 2021 |
filing ↗ |
|
Eric S Lander
EXEC
|
TEXAS ST GO VET SER D WKLY 0.040% 06/01/2045
|
Sell |
$100K – $250K |
Self |
Aug 16, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
FDX
FedEx Corp.
|
Sell |
$1M – $5M |
Self |
Aug 16, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
FDX
FedEx Corp.
|
Sell |
$1M – $5M |
Self |
Aug 16, 2021 |
filing ↗ |
|
Eric S Lander
EXEC
|
INFINITY PHARMACEUTICALS
|
Sell |
$250K – $500K |
Self |
Aug 12, 2021 |
filing ↗ |
|
Stacey Dixon
EXEC
|
ISRG
INTUITIVE SURGICAL INC
|
Sell |
$1K – $15K |
Self |
Aug 12, 2021 |
filing ↗ |
|
Stacey Dixon
EXEC
|
U
UNITY SOFTWARE INC
|
Buy |
$1K – $15K |
Self |
Aug 11, 2021 |
filing ↗ |
|
Eric S Lander
EXEC
|
INFINITY PHARMACEUTICALS
|
Sell |
$15K – $50K |
Self |
Aug 10, 2021 |
filing ↗ |
|
Stacey Dixon
EXEC
|
SPOT
SPOTIFY TECHNOLOGY SA
|
Sell |
$1K – $15K |
Self |
Aug 10, 2021 |
filing ↗ |
|
Stacey Dixon
EXEC
|
DASH
DOORDASH INC CL A
|
Buy |
$1K – $15K |
Self |
Aug 10, 2021 |
filing ↗ |
|
Deanne Criswell
EXEC
|
PAYC
Paycom Software, Inc.
|
Buy |
$15K – $50K |
Self |
Aug 10, 2021 |
filing ↗ |
|
Deanne Criswell
EXEC
|
ADSK
Autodesk, Inc.
|
Buy |
$15K – $50K |
Self |
Aug 10, 2021 |
filing ↗ |
|
Deanne Criswell
EXEC
|
F
Ford Motor Company
|
Buy |
$15K – $50K |
Self |
Aug 10, 2021 |
filing ↗ |
|
Deanne Criswell
EXEC
|
CRWD
CrowdStrike Holdings
|
Buy |
$15K – $50K |
Self |
Aug 10, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
Hawkeye 360
|
Sell |
$1K – $15K |
Self |
Aug 10, 2021 |
filing ↗ |
|
Stacey Dixon
EXEC
|
VEEV
VEEVA SYS INC CL A
|
Sell |
$1K – $15K |
Self |
Aug 9, 2021 |
filing ↗ |
|
Stacey Dixon
EXEC
|
RBLX
ROBLOX CORP CL A
|
Buy |
$1K – $15K |
Self |
Aug 9, 2021 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
RSESX
Russell US Strategic Equity Fund Class S Shares
|
Buy |
$1K – $15K |
— |
Aug 6, 2021 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
RFCTX
Russell Strategic Bond Fund Class S Shares
|
Buy |
$1K – $15K |
— |
Aug 6, 2021 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
RFATX
Russell Investment Grade Bond Fund Class S Shares
|
Buy |
$1K – $15K |
— |
Aug 6, 2021 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
RINTX
Russell International Developed Markets Fund Class S Shares
|
Buy |
$1K – $15K |
— |
Aug 6, 2021 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
RLESX
Russell US Small Cap Equity Fund Class S Shares
|
Buy |
$1K – $15K |
— |
Aug 6, 2021 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
REMSX
RussellEmerging Markets Fund Class S Shares
|
Buy |
$1K – $15K |
— |
Aug 6, 2021 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
RGCSX
Russell Opportunistic Credit Fund Class S Shares
|
Buy |
$1K – $15K |
— |
Aug 6, 2021 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
RMGSX
Russell Multi-Asset Growth Strategy Fund Class S Shares
|
Buy |
$1K – $15K |
— |
Aug 6, 2021 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
FTIXX
Goldman Sachs Financial Square Treasury Instruments Fund Institutional Class Shares
|
Buy |
$1K – $15K |
— |
Aug 6, 2021 |
filing ↗ |
|
Eric S Lander
EXEC
|
BIONTECH SE ADR
|
Sell |
$500K – $1M |
Self |
Aug 5, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
Securonix
|
Sell |
$1M – $5M |
Self |
Aug 5, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
Securonix Shares
|
Sell |
$1M – $5M |
Self |
Aug 5, 2021 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
Pimco Commodity Real Return
|
Buy |
$1K – $15K |
— |
Aug 3, 2021 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
ODVYX
Invesco Developing Markets Fund
|
Buy |
$1K – $15K |
— |
Aug 3, 2021 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
DODGX
Dodge & Cox Stock Fund
|
Buy |
$1K – $15K |
— |
Aug 3, 2021 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
DODGX
Dodge & Cox Stock Fund
|
Buy |
$1K – $15K |
— |
Aug 3, 2021 |
filing ↗ |
|
Alejandro N Mayorkas
EXEC
|
Virtus Vontobel Emerging Markets
|
Sell |
$1K – $15K |
— |
Aug 3, 2021 |
filing ↗ |
|
Stephen Dickson
EXEC
|
BSIIX
BlackRock Strategic Income Opportunities Portfolio Institutional Shares
|
Sell |
$50K – $100K |
— |
Jul 30, 2021 |
filing ↗ |
|
Stephen Dickson
EXEC
|
OEF
iShares S&P 100 ETF
|
Sell |
$100K – $250K |
— |
Jul 30, 2021 |
filing ↗ |
|
Xavier Becerra
EXEC
|
University of California, 401(a) plan: UC Pathway Fund 2030
|
Buy |
$1K – $15K |
— |
Jul 30, 2021 |
filing ↗ |
|
Eric S Lander
EXEC
|
EXACT SCIENCES CORP
|
Sell |
$1K – $15K |
Self |
Jul 30, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
USAGX
USAA Precious Metals & Minerals Fund Fund Class Shares
|
Sell |
$15K – $50K |
Self |
Jul 30, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
WMT
Walmart, Inc.
|
Sell |
$15K – $50K |
Self |
Jul 30, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
WMT
Walmart, Inc.
|
Sell |
$15K – $50K |
Self |
Jul 30, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
AAPL
Apple, Inc.
|
Sell |
$50K – $100K |
Self |
Jul 30, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
VZ
Verizon Communications, Inc.
|
Sell |
$15K – $50K |
Self |
Jul 29, 2021 |
1d late filing ↗ |
|
John C Inglis
EXEC
|
UAA
Under Armour, Inc.
|
Sell |
$1K – $15K |
Self |
Jul 29, 2021 |
1d late filing ↗ |
|
Eric S Lander
EXEC
|
CODIAK BIOSCIENCES INC (option exercise)
|
Sell |
$250K – $500K |
Self |
Jul 28, 2021 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
TCEHY
Tencent Holdings Limited
|
Sell |
$1K – $15K |
Self |
Jul 28, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
UA
Under Armour, Inc.
|
Sell |
$1K – $15K |
Self |
Jul 27, 2021 |
3d late filing ↗ |
|
John C Inglis
EXEC
|
ENB
Enbridge Stock
|
Sell |
$1K – $15K |
Self |
Jul 27, 2021 |
3d late filing ↗ |
|
John C Inglis
EXEC
|
PM
Phillip Morris Stock
|
Sell |
$1K – $15K |
Self |
Jul 27, 2021 |
3d late filing ↗ |
|
John C Inglis
EXEC
|
T
AT&T Stock
|
Sell |
$50K – $100K |
Self |
Jul 27, 2021 |
3d late filing ↗ |
|
John C Inglis
EXEC
|
DUK
Duke Energy Corp.
|
Sell |
$1K – $15K |
Self |
Jul 27, 2021 |
3d late filing ↗ |
|
John C Inglis
EXEC
|
Blackpoint Cyber Options
|
Sell |
$250K – $500K |
Self |
Jul 27, 2021 |
3d late filing ↗ |
|
Kiran Ahuja
EXEC
|
VWIAX
Vanguard Wellesley Income Fund Admiral Shares
|
Buy |
$50K – $100K |
— |
Jul 26, 2021 |
filing ↗ |
|
Kiran Ahuja
EXEC
|
VWINX
Vanguard Wellesley Income Fund Investor Shares
|
Sell |
$15K – $50K |
— |
Jul 26, 2021 |
filing ↗ |
|
Kiran Ahuja
EXEC
|
VTHRX
Vanguard Target Retirement 2030 Fund Investor Class Shares
|
Buy |
$100K – $250K |
— |
Jul 26, 2021 |
filing ↗ |
|
Kiran Ahuja
EXEC
|
VTTWX
Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares
|
Sell |
$100K – $250K |
— |
Jul 26, 2021 |
filing ↗ |
|
Kiran Ahuja
EXEC
|
VTSAX
Vanguard Total Stock Market Index Fund Admiral Class Shares
|
Buy |
$1K – $15K |
— |
Jul 26, 2021 |
filing ↗ |
|
Kiran Ahuja
EXEC
|
VGHAX
Vanguard Health Care Fund Admiral Shares
|
Buy |
$1K – $15K |
— |
Jul 26, 2021 |
filing ↗ |
|
Kiran Ahuja
EXEC
|
VFTAX
Vanguard FTSE Social Index Fund Admiral Class Shares
|
Buy |
$1K – $15K |
— |
Jul 26, 2021 |
filing ↗ |
|
Stacey Dixon
EXEC
|
OKTA
OKTA, INC CL A
|
Sell |
$1K – $15K |
Self |
Jul 26, 2021 |
filing ↗ |
|
John C Inglis
EXEC
|
VGENX
Vanguard Energy Fund Investor Shares
|
Sell |
$1K – $15K |
Self |
Jul 26, 2021 |
4d late filing ↗ |
|
Lael Brainard
EXEC
|
DC College Savings in College Portfolio
|
Sell |
$15K – $50K |
— |
Jul 22, 2021 |
filing ↗ |
|
Nuria Fernandez
EXEC
|
MA
Mastercard, Inc.
|
Buy |
$1K – $15K |
Self |
Jul 22, 2021 |
filing ↗ |
|
Merrick B Garland
EXEC
|
MUB
iShares National Muni Bond ETF
|
Buy |
$50K – $100K |
Self |
Jul 21, 2021 |
filing ↗ |
|
Merrick B Garland
EXEC
|
MUB
iShares National Muni Bond ETF
|
Buy |
$100K – $250K |
Self |
Jul 21, 2021 |
filing ↗ |
|
Merrick B Garland
EXEC
|
MUB
iShares National Muni Bond ETF
|
Buy |
$15K – $50K |
Self |
Jul 21, 2021 |
filing ↗ |
|
Merrick B Garland
EXEC
|
EFA
iShares MSCI EAFE ETF
|
Buy |
$100K – $250K |
Self |
Jul 21, 2021 |
filing ↗ |
|
Merrick B Garland
EXEC
|
IVV
iShares Core S&P 500 ETF
|
Buy |
$100K – $250K |
Self |
Jul 21, 2021 |
filing ↗ |
|
Merrick B Garland
EXEC
|
FSMAX
Fidelity Extended Market Index Fund
|
Buy |
$50K – $100K |
Self |
Jul 21, 2021 |
filing ↗ |