|
Andrew Saul
EXEC
|
MLSPF
Melrose Industries PLC
|
Sell |
$1K – $15K |
Self |
Nov 13, 2020 |
14d late filing ↗ |
|
Andrew Saul
EXEC
|
RYCEF
Rolls-Royce Holdings PLC
|
Buy |
$50K – $100K |
Self |
Nov 12, 2020 |
15d late filing ↗ |
|
Andrew Saul
EXEC
|
RYCEF
Rolls-Royce Holdings PLC
|
Buy |
$50K – $100K |
Self |
Nov 12, 2020 |
15d late filing ↗ |
|
Andrew Saul
EXEC
|
MLSPF
Melrose Industries PLC
|
Sell |
$1K – $15K |
Self |
Nov 12, 2020 |
15d late filing ↗ |
|
Andrew Saul
EXEC
|
MLSPF
Melrose Industries PLC
|
Sell |
$1K – $15K |
Self |
Nov 12, 2020 |
15d late filing ↗ |
|
Andrew Saul
EXEC
|
MLSPF
Melrose Industries PLC
|
Sell |
$1K – $15K |
Self |
Nov 11, 2020 |
16d late filing ↗ |
|
Andrew Saul
EXEC
|
MLSPF
Melrose Industries PLC
|
Sell |
$1K – $15K |
Self |
Nov 11, 2020 |
16d late filing ↗ |
|
Andrew Saul
EXEC
|
MLSPF
Melrose Industries PLC
|
Sell |
$1K – $15K |
Self |
Nov 10, 2020 |
17d late filing ↗ |
|
Andrew Saul
EXEC
|
MLSPF
Melrose Industries PLC
|
Sell |
$15K – $50K |
Self |
Nov 10, 2020 |
17d late filing ↗ |
|
Mark W Menezes
EXEC
|
BYND
Beyond Meat, Inc.
|
Sell |
$1K – $15K |
Self |
Nov 10, 2020 |
17d late filing ↗ |
|
David L Bernhardt
EXEC
|
DFSTX
DFA U.S. Small Cap Portfolio Institutional Class N/L
|
Sell |
$15K – $50K |
— |
Nov 9, 2020 |
filing ↗ |
|
David L Bernhardt
EXEC
|
VWALX
Vanguard High-Yield Tax-Exempt Fund Admiral Shares
|
Sell |
$50K – $100K |
— |
Nov 9, 2020 |
filing ↗ |
|
David L Bernhardt
EXEC
|
DUSLX
DFA U.S. Large Cap Growth Port Institutional Class N/L
|
Sell |
$15K – $50K |
— |
Nov 9, 2020 |
filing ↗ |
|
David L Bernhardt
EXEC
|
DFLVX
DFA Tax Managed U.S. Targeted Value Portfolio Inst Class N/L
|
Sell |
$15K – $50K |
— |
Nov 9, 2020 |
filing ↗ |
|
David L Bernhardt
EXEC
|
DFLVX
DFA U.S. Large Cap Value Port Institutional Class N/L
|
Buy |
$50K – $100K |
— |
Nov 9, 2020 |
filing ↗ |
|
David L Bernhardt
EXEC
|
DFWIX
DFA World EX U.S. Core Equity Port Institutional Class N/L
|
Sell |
$15K – $50K |
— |
Nov 9, 2020 |
filing ↗ |
|
David L Bernhardt
EXEC
|
VWIUX
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares
|
Sell |
$100K – $250K |
— |
Nov 9, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
MLSPF
Melrose Industries PLC
|
Sell |
$1K – $15K |
Self |
Nov 9, 2020 |
18d late filing ↗ |
|
Andrew Saul
EXEC
|
MLSPF
Melrose Industries PLC
|
Sell |
$15K – $50K |
Self |
Nov 9, 2020 |
18d late filing ↗ |
|
Andrew Saul
EXEC
|
MLSPF
Melrose Industries PLC
|
Sell |
$1K – $15K |
Self |
Nov 6, 2020 |
21d late filing ↗ |
|
Andrew Saul
EXEC
|
MLSPF
Melrose Industries PLC
|
Sell |
$1K – $15K |
Self |
Nov 6, 2020 |
21d late filing ↗ |
|
Andrew Saul
EXEC
|
MLSPF
Melrose Industries PLC
|
Sell |
$1K – $15K |
Self |
Nov 5, 2020 |
22d late filing ↗ |
|
Andrew Saul
EXEC
|
MLSPF
Melrose Industries PLC
|
Sell |
$1K – $15K |
Self |
Nov 5, 2020 |
22d late filing ↗ |
|
Andrew Saul
EXEC
|
CNSWF
Constellation Software Inc
|
Sell |
$1K – $15K |
Self |
Nov 4, 2020 |
23d late filing ↗ |
|
Andrew Saul
EXEC
|
MLSPF
Melrose Industries PLC
|
Sell |
$1K – $15K |
Self |
Nov 4, 2020 |
23d late filing ↗ |
|
Andrew Saul
EXEC
|
MLSPF
Melrose Industries PLC
|
Sell |
$1K – $15K |
Self |
Nov 4, 2020 |
23d late filing ↗ |
|
Andrew Saul
EXEC
|
CNSWF
Constellation Software Inc
|
Sell |
$1K – $15K |
Self |
Nov 3, 2020 |
24d late filing ↗ |
|
Andrew Saul
EXEC
|
CNSWF
Constellation Software Inc
|
Sell |
$15K – $50K |
Self |
Nov 3, 2020 |
24d late filing ↗ |
|
Andrew Saul
EXEC
|
MLSPF
Melrose Industries PLC
|
Sell |
$1K – $15K |
Self |
Nov 3, 2020 |
24d late filing ↗ |
|
Andrew Saul
EXEC
|
CNSWF
Constellation Software Inc
|
Sell |
$1K – $15K |
Self |
Nov 2, 2020 |
25d late filing ↗ |
|
Andrew Saul
EXEC
|
CNSWF
Constellation Software Inc
|
Sell |
$1K – $15K |
Self |
Nov 2, 2020 |
25d late filing ↗ |
|
Barbara M Barrett
EXEC
|
Impele Holdings, LLC
|
Buy |
$100K – $250K |
Self |
Nov 2, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
PRSMX
T ROWE PRICE SUMMIT MUN FDS
|
Buy |
$250K – $500K |
— |
Oct 30, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
PRFHX
T ROWE PRICE TAX FRE HIGH
|
Buy |
$100K – $250K |
— |
Oct 30, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
PRSMX
T ROWE PRICE SUMMIT MUN FDS INC- MUN INTER FD
|
Buy |
$250K – $500K |
— |
Oct 30, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
PRFHX
T ROWE PRICE TAX FRE HIGH YIELD FD INC
|
Buy |
$100K – $250K |
— |
Oct 30, 2020 |
filing ↗ |
|
Stephen Dickson
EXEC
|
VWIUX
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares
|
Buy |
$50K – $100K |
— |
Oct 30, 2020 |
filing ↗ |
|
Barbara M Barrett
EXEC
|
IYW
iShares US Technology ETF
|
Sell |
$15K – $50K |
Self |
Oct 30, 2020 |
filing ↗ |
|
Barbara M Barrett
EXEC
|
IYT
iShares Transportation Average ETF
|
Sell |
$15K – $50K |
Self |
Oct 30, 2020 |
filing ↗ |
|
Barbara M Barrett
EXEC
|
IYT
iShares Transportation Average ETF
|
Sell |
$15K – $50K |
Self |
Oct 30, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
DFGEX
DFA GLOBAL REAL ESTA SECURITIES PORTFOLIO INSTITUTIONAL CLASS SHS
|
Sell |
$15K – $50K |
— |
Oct 29, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
DFVEX
DFA US VECTOR EQUTIY CL I
|
Sell |
$250K – $500K |
— |
Oct 29, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
DFIEX
DFA INTL CORE EQUITY CL I
|
Sell |
$100K – $250K |
— |
Oct 29, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
PRWBX
T ROWE PRICE SHORT T BD FD INC
|
Buy |
$15K – $50K |
— |
Oct 29, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
FTIXX
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL
|
Buy |
$1K – $15K |
— |
Oct 29, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
DODIX
DODGE & COX INCOME F
|
Buy |
$15K – $50K |
— |
Oct 29, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
DFIEX
DFA International Core Equity I
|
Sell |
$100K – $250K |
— |
Oct 29, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
DFGEX
DFA Global Real Estate Securities Port
|
Sell |
$250K – $500K |
— |
Oct 29, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
DFVEX
DFA US Vector Equity I
|
Sell |
$250K – $500K |
— |
Oct 29, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
VUG
VANGUARD GROWTH
|
Sell |
$1K – $15K |
— |
Oct 28, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
VTV
VANGUARD VALUE
|
Sell |
$1K – $15K |
— |
Oct 28, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
SCHX
SCHWAB STRATEGIC TR US LARGE CAP ETF
|
Sell |
$1K – $15K |
— |
Oct 28, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
SCHZ
SCHWAB US AGGREGATE BOND
|
Sell |
$1K – $15K |
— |
Oct 28, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
IGIB
ISHARES TR INTERMEDIATE TERM CR BD
|
Sell |
$1K – $15K |
— |
Oct 28, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
GOVT
ISHARES US TREASURY BOND
|
Sell |
$1K – $15K |
— |
Oct 28, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
IJS
ISHARES S&P SMALL CAP 600 VALUE
|
Sell |
$1K – $15K |
— |
Oct 28, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
IJT
ISHARES S&P SMALL CAP 600 GROWTH
|
Sell |
$1K – $15K |
— |
Oct 28, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
IEFA
ISHARES CORE MSCI EAFE ETF
|
Sell |
$1K – $15K |
— |
Oct 28, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
IEMG
ISHARES INC CORE MSCI EMERGING MKTS
|
Sell |
$1K – $15K |
— |
Oct 28, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
MBB
ISHARES MBS
|
Sell |
$1K – $15K |
— |
Oct 28, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
DBEF
XTRACKERS MSCI EAFE EQUITY
|
Sell |
$1K – $15K |
— |
Oct 28, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
NFLX
Netflix, Inc.
|
Buy |
$50K – $100K |
Self |
Oct 28, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
NFLX
Netflix, Inc.
|
Buy |
$100K – $250K |
Self |
Oct 28, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
ACOPF
A2 Milk Co Ltd
|
Sell |
$1K – $15K |
Self |
Oct 28, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
TSM
Taiwan Semiconductor Mfg
|
Sell |
$15K – $50K |
Self |
Oct 27, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
SCHW
The Charles Schwab Corp.
|
Sell |
$1K – $15K |
Self |
Oct 27, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
MA
Mastercard, Inc.
|
Sell |
$1K – $15K |
Self |
Oct 27, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
LBRDK
Liberty Broadband Corp.
|
Sell |
$1K – $15K |
Self |
Oct 27, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
LBRDA
Liberty Broadband Corp.
|
Sell |
$1K – $15K |
Self |
Oct 27, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
J
Jacobs Engr Group
|
Sell |
$1K – $15K |
Self |
Oct 27, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
ICE
Intercontinental Exchange, Inc.
|
Sell |
$1K – $15K |
Self |
Oct 27, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
FIS
Fidelity National Information Services, Inc.
|
Sell |
$1K – $15K |
Self |
Oct 27, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
FB
Facebook, Inc.
|
Sell |
$15K – $50K |
Self |
Oct 27, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
CNSWF
Constellation Software Inc
|
Sell |
$1K – $15K |
Self |
Oct 27, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
KMX
CarMax, Inc.
|
Sell |
$1K – $15K |
Self |
Oct 27, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
PROSF
Prosus N V Bearer Shs
|
Sell |
$1K – $15K |
Self |
Oct 27, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
HCXLF
Hiscox Ltd Shs
|
Sell |
$1K – $15K |
Self |
Oct 27, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
VIVEF
Vivendi Shs
|
Sell |
$1K – $15K |
Self |
Oct 27, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
ERFSF
Eurofins Scientific Shs
|
Sell |
$1K – $15K |
Self |
Oct 27, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Bernstein Diversified Municipal Portfolio
|
Sell |
$1K – $15K |
— |
Oct 21, 2020 |
filing ↗ |
|
Nicole R Nason
EXEC
|
VTV
Vanguard Value Index Fund ETF Shares
|
Buy |
$100K – $250K |
— |
Oct 21, 2020 |
filing ↗ |
|
Nicole R Nason
EXEC
|
VIG
Vanguard Dividend Appreciation Index Fund ETF Class Shares
|
Buy |
$100K – $250K |
— |
Oct 21, 2020 |
filing ↗ |
|
Nicole R Nason
EXEC
|
LMBS
First Trust Low Duration Opportunities ETF
|
Buy |
$15K – $50K |
— |
Oct 21, 2020 |
filing ↗ |
|
Nicole R Nason
EXEC
|
JMBS
Janus Henderson Mortgage-Backed Securities ETF
|
Buy |
$15K – $50K |
— |
Oct 21, 2020 |
filing ↗ |
|
Nicole R Nason
EXEC
|
HYLS
First Trust Tactical High Yield ETF
|
Buy |
$15K – $50K |
— |
Oct 21, 2020 |
filing ↗ |
|
Nicole R Nason
EXEC
|
FPE
First Trust Preferred Securities and Income ETF
|
Buy |
$50K – $100K |
— |
Oct 21, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Bernstein Diversified Municipal Portfolio
|
Buy |
$1K – $15K |
— |
Oct 20, 2020 |
filing ↗ |
|
Elisabeth (Betsy) P DeVos
EXEC
|
Myndlift LTD.
|
Exchange |
$250K – $500K |
Self |
Oct 16, 2020 |
9d late filing ↗ |
|
Elisabeth (Betsy) P DeVos
EXEC
|
HgCapital Stingray Co-Invest L.P.
|
Sell |
$5M – $25M |
Self |
Oct 15, 2020 |
10d late filing ↗ |
|
Eugene Scalia
EXEC
|
FTIXX
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL
|
Sell |
$1K – $15K |
— |
Oct 9, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
Dodge & Cox Income Fund DODIX
|
Sell |
$1K – $15K |
— |
Oct 9, 2020 |
filing ↗ |
|
Benjamin S Carson
EXEC
|
Stone Ridge All Asset VRP
|
Sell |
$15K – $50K |
— |
Oct 9, 2020 |
filing ↗ |
|
Benjamin S Carson
EXEC
|
Stone Ridge All Asset VRP
|
Sell |
$100K – $250K |
— |
Oct 9, 2020 |
filing ↗ |
|
Robert E Lighthizer
EXEC
|
VBTLX
Vanguard Total Bond Market Index Fund
|
Buy |
$50K – $100K |
— |
Oct 8, 2020 |
filing ↗ |
|
Robert E Lighthizer
EXEC
|
VTIAX
Vanguard Total International Stock Index Fund
|
Sell |
$50K – $100K |
— |
Oct 8, 2020 |
filing ↗ |
|
Robert E Lighthizer
EXEC
|
VTSAX
Vanguard Total Stock Market Index Fund
|
Sell |
$250K – $500K |
— |
Oct 8, 2020 |
filing ↗ |
|
Robert E Lighthizer
EXEC
|
VTIAX
Vanguard Total International Stock Index Fund
|
Sell |
$100K – $250K |
— |
Oct 8, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
ILMN
Illumina, Inc.
|
Buy |
$100K – $250K |
Self |
Oct 7, 2020 |
18d late filing ↗ |
|
Barbara M Barrett
EXEC
|
Impele Holdings LLC
|
Buy |
$50K – $100K |
Self |
Oct 6, 2020 |
13d late filing ↗ |
|
Andrew Saul
EXEC
|
CACC
Credit Acceptance Corp.
|
Buy |
$1K – $15K |
Self |
Oct 2, 2020 |
23d late filing ↗ |