|
Brian D Montgomery
EXEC
|
T. Rowe Price International Discovery Fund TIDDX
|
Buy |
$1K – $15K |
— |
Sep 3, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
DFIVX
DFA International Value Portfolio Institutional Class Shares
|
Sell |
$1K – $15K |
— |
Sep 3, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
JVMRX
John Hancock Funds III Disciplined Value Mid Cap Fund Class R6 Shares
|
Sell |
$1K – $15K |
— |
Sep 3, 2020 |
filing ↗ |
|
Elisabeth (Betsy) P DeVos
EXEC
|
Whitecaps Bridge Fund, LLC
|
Buy |
$100K – $250K |
Self |
Sep 3, 2020 |
18d late filing ↗ |
|
Wilbur L Ross
EXEC
|
Massachusetts Water Reso A-3-R RV
|
Buy |
$500K – $1M |
Self |
Sep 3, 2020 |
74d late filing ↗ |
|
Wilbur L Ross
EXEC
|
Illinois Fin Auth RV
|
Buy |
$1M – $5M |
Self |
Sep 3, 2020 |
74d late filing ↗ |
|
Wilbur L Ross
EXEC
|
Florida Keys Aqued Auth RV
|
Buy |
$1M – $5M |
Self |
Sep 3, 2020 |
74d late filing ↗ |
|
Wilbur L Ross
EXEC
|
Charlotte-Mecklenburg NC RV
|
Buy |
$1M – $5M |
Self |
Sep 3, 2020 |
74d late filing ↗ |
|
Elaine L Chao
EXEC
|
WFC
Wells Fargo & Co
|
Buy |
$1K – $15K |
Self |
Sep 2, 2020 |
filing ↗ |
|
Barbara M Barrett
EXEC
|
Impele Holdings LLC
|
Buy |
$50K – $100K |
Self |
Sep 2, 2020 |
9d late filing ↗ |
|
Wilbur L Ross
EXEC
|
New York St Hsg Fin Ag RV
|
Buy |
$250K – $500K |
Self |
Sep 2, 2020 |
75d late filing ↗ |
|
Wilbur L Ross
EXEC
|
Massachusetts Water Reso A-3-R RV
|
Buy |
$1M – $5M |
Self |
Sep 2, 2020 |
75d late filing ↗ |
|
Wilbur L Ross
EXEC
|
Illinois Fin Auth RV
|
Buy |
$500K – $1M |
Self |
Sep 2, 2020 |
75d late filing ↗ |
|
Wilbur L Ross
EXEC
|
Charlotte-Mecklenburg NC RV
|
Buy |
$1M – $5M |
Self |
Sep 2, 2020 |
75d late filing ↗ |
|
Eugene Scalia
EXEC
|
DFGEX
DFA Global Real Estate Securities Port
|
Buy |
$1K – $15K |
— |
Sep 1, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
CHET Moderate Managed Allocation 18 & Over
|
Sell |
$1K – $15K |
— |
Sep 1, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
CHET Moderate Managed Allocation 18 & Over
|
Sell |
$1K – $15K |
— |
Sep 1, 2020 |
filing ↗ |
|
Nicole R Nason
EXEC
|
NHMAX
Nuveen High Yield Municipal Bond Fund Class A Shares
|
Sell |
$100K – $250K |
— |
Aug 31, 2020 |
filing ↗ |
|
Derek T Kan
EXEC
|
Schwab US Small-Cap ETF
|
Sell |
$15K – $50K |
— |
Aug 31, 2020 |
filing ↗ |
|
Derek T Kan
EXEC
|
SCHWAB US TIPS ETF
|
Buy |
$50K – $100K |
— |
Aug 31, 2020 |
filing ↗ |
|
Derek T Kan
EXEC
|
SCHWAB US AGGREGATE BONDETF
|
Buy |
$50K – $100K |
— |
Aug 31, 2020 |
filing ↗ |
|
Derek T Kan
EXEC
|
SPDR S&P 500 HIGH DIVIDEND ETF
|
Sell |
$50K – $100K |
— |
Aug 31, 2020 |
filing ↗ |
|
Derek T Kan
EXEC
|
Schwab International Equity ETF
|
Sell |
$15K – $50K |
— |
Aug 31, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
AB Large Cap Growth Adv
|
Sell |
$15K – $50K |
— |
Aug 28, 2020 |
filing ↗ |
|
Mark W Menezes
EXEC
|
SWVXX
Schwab Value Advantage Money Fund Investor Class Shares
|
Sell |
$1K – $15K |
Self |
Aug 28, 2020 |
15d late filing ↗ |
|
Mark W Menezes
EXEC
|
ETSY
Etsy, Inc.
|
Buy |
$1K – $15K |
Self |
Aug 28, 2020 |
15d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: JPMORGAN CHASE & CO LINKED TO S&P 500 INDEX
|
Buy |
$100K – $250K |
Spouse |
Aug 27, 2020 |
2164d late filing ↗ |
|
Andrew Saul
EXEC
|
ISRG
Intuitive Surgical, Inc.
|
Buy |
$100K – $250K |
Self |
Aug 27, 2020 |
4d late filing ↗ |
|
Mark W Menezes
EXEC
|
ETSY
Etsy, Inc.
|
Buy |
$1K – $15K |
Self |
Aug 27, 2020 |
16d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: UNITEDHEALTH GROUP INCORPORATE CMN
|
Sell (partial) |
$1K – $15K |
Spouse |
Aug 24, 2020 |
2164d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: CARRIER GLOBAL CORPORATION CMN
|
Sell |
$1K – $15K |
Spouse |
Aug 24, 2020 |
2164d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: VISTRA CORP CMN
|
Sell |
$1K – $15K |
Spouse |
Aug 24, 2020 |
2164d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: THE PROCTER & GAMBLE COMPANY CMN
|
Sell (partial) |
$1K – $15K |
Spouse |
Aug 24, 2020 |
2164d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: AUTOZONE INC CMN
|
Sell |
$1K – $15K |
Spouse |
Aug 24, 2020 |
2164d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: BROADCOM INC CMN
|
Sell (partial) |
$1K – $15K |
Spouse |
Aug 24, 2020 |
2164d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: WELLS FARGO & COMPANY CMN
|
Sell (partial) |
$1K – $15K |
Spouse |
Aug 24, 2020 |
2164d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: CVS HEALTH CORP CMN
|
Sell (partial) |
$1K – $15K |
Spouse |
Aug 24, 2020 |
2164d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: NIKE CLASS B CMN CLASS B
|
Sell (partial) |
$1K – $15K |
Spouse |
Aug 24, 2020 |
2164d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: CRH PUBLIC LIMITED COMPANY CMN
|
Sell |
$1K – $15K |
Spouse |
Aug 24, 2020 |
2164d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: CISCO SYSTEMS INC CMN
|
Sell (partial) |
$1K – $15K |
Spouse |
Aug 24, 2020 |
2164d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: DOLLAR GENERAL CORPORATION CMN
|
Sell |
$1K – $15K |
Spouse |
Aug 24, 2020 |
2164d late filing ↗ |
|
Ro Khanna
D · CA
|
M & R Trust Partnership: MIRION TECHNOLOGIES INC CMN CLASS A
|
Sell |
$1K – $15K |
Child |
Aug 21, 2020 |
2164d late filing ↗ |
|
Ro Khanna
D · CA
|
M & R Trust Partnership: EMCOR GROUP INC CMN
|
Buy |
$15K – $50K |
Child |
Aug 21, 2020 |
2164d late filing ↗ |
|
Eugene Scalia
EXEC
|
SRRIX
Stone Ridge Tr II Rns Rsk Pr Int
|
Sell |
$1K – $15K |
— |
Aug 21, 2020 |
filing ↗ |
|
Benjamin S Carson
EXEC
|
Stone Ridge Reinsurance RP
|
Sell |
$1K – $15K |
— |
Aug 21, 2020 |
filing ↗ |
|
Benjamin S Carson
EXEC
|
Stone Ridge Reinsurance RP
|
Sell |
$15K – $50K |
— |
Aug 21, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
W
Wayfair, Inc.
|
Sell |
$1K – $15K |
Self |
Aug 21, 2020 |
10d late filing ↗ |
|
Andrew Saul
EXEC
|
ALGN
Align Technology, Inc.
|
Sell |
$15K – $50K |
Self |
Aug 21, 2020 |
10d late filing ↗ |
|
Andrew Saul
EXEC
|
ALGN
Align Technology Inc
|
Sell |
$15K – $50K |
Self |
Aug 21, 2020 |
10d late filing ↗ |
|
Elisabeth (Betsy) P DeVos
EXEC
|
Schulze Global Mongolia GP, LP
|
Buy |
$500K – $1M |
Self |
Aug 21, 2020 |
filing ↗ |
|
Stephen Dickson
EXEC
|
VLUE
iShares Edge MSCI USA Value Factor ETF
|
Buy |
$1K – $15K |
— |
Aug 20, 2020 |
filing ↗ |
|
Stephen Dickson
EXEC
|
VB
Vanguard Small-Cap Index Fund ETF Shares
|
Buy |
$50K – $100K |
— |
Aug 20, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
W
Wayfair, Inc.
|
Sell |
$1K – $15K |
Self |
Aug 20, 2020 |
11d late filing ↗ |
|
Andrew Saul
EXEC
|
W
Wayfair, Inc.
|
Sell |
$1K – $15K |
Self |
Aug 20, 2020 |
11d late filing ↗ |
|
Andrew Saul
EXEC
|
W
Wayfair, Inc.
|
Sell |
$1K – $15K |
Self |
Aug 20, 2020 |
11d late filing ↗ |
|
Andrew Saul
EXEC
|
W
Wayfair, Inc.
|
Sell |
$1K – $15K |
Self |
Aug 20, 2020 |
11d late filing ↗ |
|
Andrew Saul
EXEC
|
W
Wayfair, Inc.
|
Sell |
$1K – $15K |
Self |
Aug 20, 2020 |
11d late filing ↗ |
|
Andrew Saul
EXEC
|
W
Wayfair, Inc.
|
Sell |
$1K – $15K |
Self |
Aug 20, 2020 |
11d late filing ↗ |
|
Ro Khanna
D · CA
|
M & R Trust Partnership: CITY OF COLUMBUS OHIO GO 5 0000% 04/01/27 AO
|
Buy |
$1K – $15K |
Child |
Aug 19, 2020 |
2164d late filing ↗ |
|
Ro Khanna
D · CA
|
M & R Trust Partnership: OHIO ST WTR DEV AUTH WTR REV 5% 06/01/27 JD
|
Buy |
$1K – $15K |
Child |
Aug 19, 2020 |
2164d late filing ↗ |
|
Ro Khanna
D · CA
|
M & R Trust Partnership: OHIO ST SPL OBLIG REV 5% 04/01/27 AO
|
Buy |
$1K – $15K |
Child |
Aug 19, 2020 |
2164d late filing ↗ |
|
Ro Khanna
D · CA
|
Ahuja Grandchildren s Education Trust: FACTSET RESEARCH SYSTEMS INC CMN
|
Sell (partial) |
$1K – $15K |
Child |
Aug 19, 2020 |
2164d late filing ↗ |
|
Stephen E Biegun
EXEC
|
Income Fund
|
Buy |
$500K – $1M |
— |
Aug 19, 2020 |
filing ↗ |
|
Stephen E Biegun
EXEC
|
Income Fund
|
Buy |
$250K – $500K |
— |
Aug 19, 2020 |
filing ↗ |
|
Stephen E Biegun
EXEC
|
Blackrock International All Cap
|
Exchange |
$500K – $1M |
— |
Aug 19, 2020 |
filing ↗ |
|
Stephen E Biegun
EXEC
|
Blackrock Lifepath 2030
|
Exchange |
$250K – $500K |
— |
Aug 19, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
HCXLF
Hiscox Ltd
|
Sell |
$1K – $15K |
Self |
Aug 19, 2020 |
12d late filing ↗ |
|
Andrew Saul
EXEC
|
BAM
Brookfield Asset Mgmt
|
Sell |
$15K – $50K |
Self |
Aug 19, 2020 |
12d late filing ↗ |
|
Andrew Saul
EXEC
|
PYPL
PayPal Holdings, Inc.
|
Sell |
$50K – $100K |
Self |
Aug 18, 2020 |
13d late filing ↗ |
|
Andrew Saul
EXEC
|
PYPL
PayPal Holdings, Inc.
|
Sell |
$50K – $100K |
Self |
Aug 18, 2020 |
13d late filing ↗ |
|
Andrew Saul
EXEC
|
NOW
Servicenow Inc
|
Sell |
$15K – $50K |
Self |
Aug 18, 2020 |
13d late filing ↗ |
|
Andrew Saul
EXEC
|
NOW
Servicenow Inc
|
Sell |
$50K – $100K |
Self |
Aug 18, 2020 |
13d late filing ↗ |
|
Andrew Saul
EXEC
|
BAM
Brookfield Asset Mgmt
|
Sell |
$15K – $50K |
Self |
Aug 18, 2020 |
13d late filing ↗ |
|
Andrew Saul
EXEC
|
BAM
Brookfield Asset Mgmt
|
Sell |
$15K – $50K |
Self |
Aug 18, 2020 |
13d late filing ↗ |
|
Andrew Saul
EXEC
|
BAM
Brookfield Asset Mgmt
|
Sell |
$15K – $50K |
Self |
Aug 18, 2020 |
13d late filing ↗ |
|
Andrew Saul
EXEC
|
BAM
Brookfield Asset Mgmt
|
Sell |
$15K – $50K |
Self |
Aug 18, 2020 |
13d late filing ↗ |
|
Mark W Menezes
EXEC
|
BYND
Beyond Meat, Inc.
|
Buy |
$1K – $15K |
Self |
Aug 18, 2020 |
25d late filing ↗ |
|
Ro Khanna
D · CA
|
M & R Trust Partnership: COLUMBUS OHIO FOR ISSUES DTD PR TO 09/26/2012 GO 5%
|
Buy |
$1K – $15K |
Child |
Aug 17, 2020 |
2164d late filing ↗ |
|
Andrew Saul
EXEC
|
W
Wayfair, Inc.
|
Sell |
$1K – $15K |
Self |
Aug 17, 2020 |
14d late filing ↗ |
|
Andrew Saul
EXEC
|
W
Wayfair, Inc.
|
Sell |
$1K – $15K |
Self |
Aug 17, 2020 |
14d late filing ↗ |
|
Andrew Saul
EXEC
|
W
Wayfair, Inc.
|
Sell |
$1K – $15K |
Self |
Aug 17, 2020 |
14d late filing ↗ |
|
Andrew Saul
EXEC
|
W
Wayfair, Inc.
|
Sell |
$1K – $15K |
Self |
Aug 17, 2020 |
14d late filing ↗ |
|
Andrew Saul
EXEC
|
VII
Seven Generations Energy
|
Sell |
$100K – $250K |
Self |
Aug 17, 2020 |
14d late filing ↗ |
|
Andrew Saul
EXEC
|
OTIS
Otis Worldwide Corp
|
Sell |
$15K – $50K |
Self |
Aug 17, 2020 |
14d late filing ↗ |
|
Andrew Saul
EXEC
|
OTIS
Otis Worldwide Corp
|
Sell |
$15K – $50K |
Self |
Aug 17, 2020 |
14d late filing ↗ |
|
Andrew Saul
EXEC
|
OTIS
Otis Worldwide Corp
|
Sell |
$50K – $100K |
Self |
Aug 17, 2020 |
14d late filing ↗ |
|
Andrew Saul
EXEC
|
CARR
Carrier Global Corp
|
Sell |
$100K – $250K |
Self |
Aug 17, 2020 |
14d late filing ↗ |
|
Andrew Saul
EXEC
|
AXAHY
AXA
|
Sell |
$250K – $500K |
Self |
Aug 17, 2020 |
14d late filing ↗ |
|
Andrew Saul
EXEC
|
RTX
Raytheon Technologies
|
Sell |
$250K – $500K |
Self |
Aug 17, 2020 |
14d late filing ↗ |
|
Elisabeth (Betsy) P DeVos
EXEC
|
Bridge Street Capital Fund I, LP
|
Sell |
$100K – $250K |
Self |
Aug 17, 2020 |
filing ↗ |
|
Mark W Menezes
EXEC
|
Morgan Stanley
|
Buy |
$1K – $15K |
Self |
Aug 17, 2020 |
26d late filing ↗ |
|
Andrew Saul
EXEC
|
STWD
Starwood Property Trust Inc
|
Sell |
$100K – $250K |
Self |
Aug 14, 2020 |
17d late filing ↗ |
|
Andrew Saul
EXEC
|
MPLX
MPLX LP
|
Sell |
$100K – $250K |
Self |
Aug 14, 2020 |
17d late filing ↗ |
|
Andrew Saul
EXEC
|
MMP
Magellan Midstream Partners LP
|
Sell |
$250K – $500K |
Self |
Aug 14, 2020 |
17d late filing ↗ |
|
Andrew Saul
EXEC
|
INVH
Invitation Homes, Inc.
|
Sell |
$15K – $50K |
Self |
Aug 14, 2020 |
17d late filing ↗ |
|
Andrew Saul
EXEC
|
INVH
Invitation Homes, Inc.
|
Sell |
$15K – $50K |
Self |
Aug 14, 2020 |
17d late filing ↗ |
|
Andrew Saul
EXEC
|
INVH
Invitation Homes Inc
|
Sell |
$15K – $50K |
Self |
Aug 14, 2020 |
17d late filing ↗ |
|
Andrew Saul
EXEC
|
ET
Energy Transfer LP
|
Sell |
$100K – $250K |
Self |
Aug 14, 2020 |
17d late filing ↗ |
|
Andrew Saul
EXEC
|
EPD
Enterprise Products Partners
|
Sell |
$100K – $250K |
Self |
Aug 14, 2020 |
17d late filing ↗ |
|
Andrew Saul
EXEC
|
DEO
Diageo PLC
|
Sell |
$500K – $1M |
Self |
Aug 14, 2020 |
17d late filing ↗ |