|
Andrew Saul
EXEC
|
W
Wayfair, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 14, 2021 |
filing ↗ |
|
Mark W Menezes
EXEC
|
FB
Facebook, Inc.
|
Buy |
$1K – $15K |
Self |
Jan 14, 2021 |
filing ↗ |
|
James W. Carroll
EXEC
|
BlackRock LifePath Index 2020
|
Sell |
$15K – $50K |
— |
Jan 13, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
KMX
CarMax, Inc.
|
Buy |
$1K – $15K |
Self |
Jan 13, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
ANET
Arista Networks, Inc.
|
Buy |
$1K – $15K |
Self |
Jan 13, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
ACOPF
A2 Milk Co Ltd
|
Buy |
$1K – $15K |
Self |
Jan 13, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
CRM
salesforce.com, inc.
|
Buy |
$15K – $50K |
Self |
Jan 13, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
MSCI
MSCI, Inc.
|
Sell |
$15K – $50K |
Self |
Jan 13, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
ADSK
Autodesk, Inc.
|
Sell |
$100K – $250K |
Self |
Jan 13, 2021 |
filing ↗ |
|
Barbara M Barrett
EXEC
|
Impele Holdings LLC
|
Buy |
$15K – $50K |
Self |
Jan 13, 2021 |
filing ↗ |
|
Mark W Menezes
EXEC
|
AMZN
Amazon.com, Inc.
|
Buy |
$1K – $15K |
Self |
Jan 13, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
KMX
CarMax, Inc.
|
Buy |
$1K – $15K |
Self |
Jan 12, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
KMX
CarMax, Inc.
|
Buy |
$15K – $50K |
Self |
Jan 12, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
ANET
Arista Networks, Inc.
|
Buy |
$15K – $50K |
Self |
Jan 12, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
ACOPF
A2 Milk Co Ltd
|
Buy |
$1K – $15K |
Self |
Jan 12, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
PROSF
Prosus N V Bearer Shs
|
Buy |
$15K – $50K |
Self |
Jan 12, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
RYCEF
Rolls-Royce Holdings PLC
|
Buy |
$1K – $15K |
Self |
Jan 12, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
UNH
UnitedHealth Group, Inc.
|
Buy |
$1K – $15K |
Self |
Jan 11, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
UNH
UnitedHealth Group, Inc.
|
Buy |
$15K – $50K |
Self |
Jan 11, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
KMX
CarMax, Inc.
|
Buy |
$1K – $15K |
Self |
Jan 11, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
KMX
CarMax, Inc.
|
Buy |
$1K – $15K |
Self |
Jan 11, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
ANET
Arista Networks, Inc.
|
Buy |
$15K – $50K |
Self |
Jan 11, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
ACOPF
A2 Milk Co Ltd
|
Buy |
$1K – $15K |
Self |
Jan 11, 2021 |
filing ↗ |
|
Eugene Scalia
EXEC
|
FTIXX
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL
|
Sell |
$1K – $15K |
— |
Jan 8, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
ACOPF
A2 Milk Co Ltd
|
Buy |
$1K – $15K |
Self |
Jan 8, 2021 |
1d late filing ↗ |
|
Stephen Dickson
EXEC
|
VBTLX
Vanguard Total Bond Market Index Fund Admiral Shares
|
Buy |
$250K – $500K |
— |
Jan 7, 2021 |
filing ↗ |
|
Stephen Dickson
EXEC
|
BSIIX
BlackRock Strategic Income Opportunities Portfolio Institutional Shares
|
Sell |
$250K – $500K |
— |
Jan 7, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
ACOPF
A2 Milk Co Ltd
|
Buy |
$1K – $15K |
Self |
Jan 7, 2021 |
2d late filing ↗ |
|
Andrew Saul
EXEC
|
ACOPF
A2 Milk Co LTd
|
Buy |
$1K – $15K |
Self |
Jan 6, 2021 |
3d late filing ↗ |
|
Andrew Saul
EXEC
|
HCXLF
Hiscox Ltd
|
Sell |
$1K – $15K |
Self |
Jan 6, 2021 |
3d late filing ↗ |
|
Andrew Saul
EXEC
|
HCXLF
Hiscox Ltd
|
Sell |
$1K – $15K |
Self |
Jan 6, 2021 |
3d late filing ↗ |
|
Barbara M Barrett
EXEC
|
IVW
iShares S&P 500 Growth ETF
|
Sell |
$1K – $15K |
Self |
Jan 6, 2021 |
filing ↗ |
|
Benjamin S Carson
EXEC
|
Undiscovered Mgr Behavioral Value A
|
Sell |
$100K – $250K |
— |
Jan 5, 2021 |
filing ↗ |
|
Benjamin S Carson
EXEC
|
Baron Growth
|
Sell |
$100K – $250K |
— |
Jan 5, 2021 |
filing ↗ |
|
Benjamin S Carson
EXEC
|
Oppenheimer Developing Markets A
|
Sell |
$100K – $250K |
— |
Jan 5, 2021 |
filing ↗ |
|
Katherine Tai
EXEC
|
RFFTX
American Funds 2035 Target Date Retirement Fund
|
Buy |
$100K – $250K |
— |
Jan 5, 2021 |
filing ↗ |
|
Katherine Tai
EXEC
|
FXAIX
Fidelity 500 Index Fund
|
Buy |
$100K – $250K |
— |
Jan 5, 2021 |
filing ↗ |
|
Katherine Tai
EXEC
|
BKTSX
iShares Total US Stock Market Index Fund
|
Sell |
$100K – $250K |
— |
Jan 5, 2021 |
filing ↗ |
|
Katherine Tai
EXEC
|
FSNUX
Fidelity Freedom 2035 Fund
|
Sell |
$100K – $250K |
— |
Jan 5, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
ACOPF
A2 Milk Co Ltd
|
Buy |
$1K – $15K |
Self |
Jan 5, 2021 |
4d late filing ↗ |
|
Barbara M Barrett
EXEC
|
EGRIX
Eaton Vance Global Macro Absolute Return Advantage Fund Class I Shares
|
Buy |
$1K – $15K |
Self |
Jan 5, 2021 |
filing ↗ |
|
Barbara M Barrett
EXEC
|
EIHYX
Eaton Vance High Yield Municipal Income Fund Class I Shares
|
Buy |
$15K – $50K |
Self |
Jan 5, 2021 |
filing ↗ |
|
Barbara M Barrett
EXEC
|
FITZX
Franklin Federal Intermediate-Term Tax-Free Income Fund Advisor Class Shares
|
Buy |
$1K – $15K |
Self |
Jan 5, 2021 |
filing ↗ |
|
Barbara M Barrett
EXEC
|
LANFX
Lord Abbett National Tax Free Fund Class F Shares
|
Buy |
$15K – $50K |
Self |
Jan 5, 2021 |
filing ↗ |
|
Andrew Saul
EXEC
|
HCXLF
Hiscox Ltd
|
Sell |
$1K – $15K |
Self |
Jan 4, 2021 |
5d late filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
WHR
Whirlpool Corp.
|
Sell |
$15K – $50K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
WMT
Walmart, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
VAR
Varian Medical Systems, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
SBUX
Starbucks Corp.
|
Sell |
$1K – $15K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
FLOW
SPX Flow, Inc.
|
Sell |
$15K – $50K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
RBGLY
Reckitt Benckiser Group PLC
|
Sell |
$1K – $15K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
RTX
Raytheon Technologies Corp
|
Sell |
$1K – $15K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
PG
Procter & Gamble Co.
|
Sell |
$1K – $15K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
PEP
PepsiCo, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
ORCL
Oracle Corp.
|
Sell |
$1K – $15K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
Novo Nordisk A/S ADR
|
Sell |
$1K – $15K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
NKE
NIKE, Inc.
|
Sell |
$15K – $50K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
MSFT
Microsoft Corp.
|
Sell |
$15K – $50K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
Magna Intl Inc
|
Sell |
$15K – $50K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
Johnson & Johnson Com
|
Sell |
$15K – $50K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
JP Morgan Chase
|
Sell |
$15K – $50K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
International Flavors & Fragrances
|
Sell |
$1K – $15K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
GD
General Dynamics Corp.
|
Sell |
$1K – $15K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
EXPD
Expeditors International of Washington, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
DIS
The Walt Disney Co.
|
Sell |
$15K – $50K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
Danone Sponsored France ADR
|
Sell |
$15K – $50K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
C
Citigroup, Inc.
|
Sell |
$15K – $50K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
CSCO
Cisco Systems, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
CVX
Chevron Corp.
|
Sell |
$15K – $50K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
CHRW
C.H. Robinson Worldwide, Inc.
|
Sell |
$15K – $50K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
BIIB
Biogen Inc.
|
Sell |
$1K – $15K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
BDX
Becton, Dickinson and Company
|
Sell |
$1K – $15K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
AAPL
Apple, Inc.
|
Sell |
$15K – $50K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
GOOG
Alphabet, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
AMG
Affiliated Managers Group, Inc.
|
Sell |
$15K – $50K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
MDT
Medtronic Plc
|
Sell |
$15K – $50K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
LBTYK
Liberty Global Plc
|
Sell |
$15K – $50K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Sethuraman Panchanathan
EXEC
|
ACN
Accenture Plc
|
Sell |
$1K – $15K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Barbara M Barrett
EXEC
|
BXMIX
Blackstone Alternative Multi-Strategy Fund Class I Shares
|
Buy |
$15K – $50K |
Self |
Jan 4, 2021 |
filing ↗ |
|
Michael R Pompeo
EXEC
|
Fidelity Government Portfolio Instl Class
|
Buy |
$1K – $15K |
— |
Dec 31, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
AB Multi-Manager Alternative Fund
|
Buy |
$15K – $50K |
— |
Dec 31, 2020 |
filing ↗ |
|
David L Norquist
EXEC
|
529 - 2021 Portfolio
|
Sell |
$1K – $15K |
— |
Dec 31, 2020 |
filing ↗ |
|
David L Bernhardt
EXEC
|
DFWIX
DFA World ex U.S. Core Equity Port Institutional Class N/L
|
Buy |
$15K – $50K |
— |
Dec 31, 2020 |
filing ↗ |
|
David L Bernhardt
EXEC
|
DFEOX
DFA U.S. Core Equity 1 Port Institutional class N/L
|
Buy |
$50K – $100K |
— |
Dec 31, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
ACOPF
A2 Milk Co Ltd
|
Buy |
$1K – $15K |
Self |
Dec 31, 2020 |
filing ↗ |
|
Elisabeth (Betsy) P DeVos
EXEC
|
Cortec Group Fund IV, LP
|
Sell |
$100K – $250K |
Self |
Dec 31, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
ACOPF
A2 Milk Co Ltd
|
Buy |
$1K – $15K |
Self |
Dec 30, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
HCXLF
Hiscox Ltd
|
Sell |
$1K – $15K |
Self |
Dec 30, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
HCXLF
Hiscox Ltd
|
Sell |
$1K – $15K |
Self |
Dec 30, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
ACOPF
A2 Milk Co Ltd
|
Buy |
$1K – $15K |
Self |
Dec 29, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
HCXLF
Hiscox Ltd
|
Sell |
$1K – $15K |
Self |
Dec 29, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
HCXLF
Hiscox Ltd
|
Sell |
$1K – $15K |
Self |
Dec 29, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
iShares MSCI EAFE Small-Cap ETF
|
Sell |
$15K – $50K |
— |
Dec 28, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Conestoga Small Cap Fund
|
Sell |
$15K – $50K |
— |
Dec 28, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
BlackRock Mid-Cap Growth Equity Portfolio
|
Sell |
$100K – $250K |
— |
Dec 28, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Columbia Select Mid Cap Value Fund
|
Buy |
$100K – $250K |
— |
Dec 28, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Harbor Small Cap Value Fund
|
Buy |
$50K – $100K |
— |
Dec 28, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
William Blair International Small Cap Growth Fund
|
Buy |
$15K – $50K |
— |
Dec 28, 2020 |
filing ↗ |
|
Nicole R Nason
EXEC
|
BXMIX
Blackstone Alternative Multi-Strategy Fund Class I Shares
|
Buy |
$1K – $15K |
— |
Dec 24, 2020 |
filing ↗ |
|
David L Bernhardt
EXEC
|
VWEAX
Vanguard High-Yield Corporate Fund Admiral Shares
|
Sell |
$15K – $50K |
— |
Dec 24, 2020 |
filing ↗ |