|
Andrew Saul
EXEC
|
AXAHY
AXA
|
Sell |
$100K – $250K |
Self |
Aug 14, 2020 |
17d late filing ↗ |
|
Ro Khanna
D · CA
|
BOFA FINANCE LLC LINKED TO S&P 500 INDEX
|
Buy |
$250K – $500K |
Child |
Aug 13, 2020 |
2168d late filing ↗ |
|
Katharine MacGregor
EXEC
|
AMZN
Amazon.com, Inc.
|
Sell |
$1K – $15K |
Self |
Aug 13, 2020 |
filing ↗ |
|
Mark W Menezes
EXEC
|
LLY
Eli Lilly & Co.
|
Buy |
$1K – $15K |
Self |
Aug 13, 2020 |
30d late filing ↗ |
|
Mark W Menezes
EXEC
|
FSLY
Fastly, Inc.
|
Buy |
$1K – $15K |
Self |
Aug 12, 2020 |
31d late filing ↗ |
|
Ro Khanna
D · CA
|
M & R Trust Partnership: WILL & KENDALL CNTYS ILL CMNTY GO 4% 01/01/27 JJ
|
Buy |
$1K – $15K |
Child |
Aug 11, 2020 |
2170d late filing ↗ |
|
Ro Khanna
D · CA
|
M & R Trust Partnership: STATE OF OHIO GEN OBLIGATION GO 5 0000% 05/01/27 MN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
MCKESSON CORPORATION CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
ACCENTURE PLC CMN CLASS A
|
Buy |
$1K – $15K |
Child |
Aug 10, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
APOLLO GLOBAL MANAGEMENT INC CMN CLASS A
|
Buy |
$1K – $15K |
Child |
Aug 10, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
CRH PUBLIC LIMITED COMPANY CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
CHARTER COMMUNICATIONS INC CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
NXP SEMICONDUCTORS N V CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
FIRST SOLAR INC. CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
TRANE TECHNOLOGIES PUBLIC LIMI CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
SALESFORCE INC CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
BLACKROCK FUNDING INC CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
LENNAR CORPORATION CMN CLASS A
|
Buy |
$1K – $15K |
Child |
Aug 10, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
AT&T INC. CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
EATON CORP PLC CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
FERGUSON ENTERPRISES INC.CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
PEPSICO INC CMN
|
Buy |
$1K – $15K |
Child |
Aug 10, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
BOSTON SCIENTIFIC CORP COMMON STOCK
|
Buy |
$1K – $15K |
Child |
Aug 10, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
MICROSOFT CORPORATION CMN
|
Buy |
$50K – $100K |
Child |
Aug 10, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
M & R Trust Partnership: STATE OF OHIO GEN OBLIGATION GO 5 0000% 05/01/27 MN
|
Buy |
$1K – $15K |
Child |
Aug 7, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
M & R Trust Partnership: COLUMBUS OHIO GO 5% 04/01/27 AO
|
Buy |
$1K – $15K |
Child |
Aug 7, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
M & R Trust Partnership: OHIO ST WTR DEV AUTH REV REV 5% 06/01/27 CA JD
|
Buy |
$1K – $15K |
Child |
Aug 7, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Ahuja Grandchildren s Education Trust: AMRIZE LTD CMN
|
Buy |
$1K – $15K |
Child |
Aug 7, 2020 |
2174d late filing ↗ |
|
Mark W Menezes
EXEC
|
SWVXX
Schwab Value Advantage Money Fund Investor Class Shares
|
Sell |
$1K – $15K |
Self |
Aug 7, 2020 |
36d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: BARCLAYS BANK PLC LINKED TO S&P 500 INDEX
|
Buy |
$500K – $1M |
Spouse |
Aug 6, 2020 |
2175d late filing ↗ |
|
Barbara M Barrett
EXEC
|
Impele Holdings
|
Buy |
$50K – $100K |
Self |
Aug 6, 2020 |
18d late filing ↗ |
|
Mark W Menezes
EXEC
|
ROKU
Roku, Inc.
|
Buy |
$1K – $15K |
Self |
Aug 6, 2020 |
37d late filing ↗ |
|
Mark W Menezes
EXEC
|
ETSY
Etsy, Inc.
|
Buy |
$1K – $15K |
Self |
Aug 6, 2020 |
37d late filing ↗ |
|
Ro Khanna
D · CA
|
M & R Trust Partnership: OHIO ST MENTAL HEALTH CAP FACS REV 5 0000% 06/01/27 JD
|
Buy |
$1K – $15K |
Child |
Aug 5, 2020 |
2176d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: GENIUS SPORTS LTD CMN
|
Sell |
$1K – $15K |
Spouse |
Aug 5, 2020 |
2176d late filing ↗ |
|
Ro Khanna
D · CA
|
BARCLAYS BANK PLC LINKED TO S&P 500 INDEX
|
Buy |
$50K – $100K |
Child |
Aug 5, 2020 |
2176d late filing ↗ |
|
Mark W Menezes
EXEC
|
TDOC
Teladoc Health, Inc.
|
Buy |
$1K – $15K |
Self |
Aug 5, 2020 |
38d late filing ↗ |
|
Mark W Menezes
EXEC
|
BYND
Beyond Meat, Inc.
|
Buy |
$1K – $15K |
Self |
Aug 5, 2020 |
38d late filing ↗ |
|
Mark W Menezes
EXEC
|
Spotify Technology
|
Buy |
$1K – $15K |
Self |
Aug 5, 2020 |
38d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: CALLAWAY GOLF COMPANY CMN
|
Sell (partial) |
$1K – $15K |
Spouse |
Aug 4, 2020 |
2177d late filing ↗ |
|
Ro Khanna
D · CA
|
Ahuja Grandchildren s Education Trust: PINTEREST INC CMN CLASS A
|
Sell (partial) |
$1K – $15K |
Child |
Aug 4, 2020 |
2177d late filing ↗ |
|
Ro Khanna
D · CA
|
Ahuja Grandchildren s Education Trust: CALLAWAY GOLF COMPANY CMN
|
Sell (partial) |
$1K – $15K |
Child |
Aug 4, 2020 |
2177d late filing ↗ |
|
Andrew Saul
EXEC
|
UNH
United Health Group Inc
|
Buy |
$100K – $250K |
Self |
Aug 4, 2020 |
27d late filing ↗ |
|
Ro Khanna
D · CA
|
M & R Trust Partnership: DISTRICT COLUMBIA INCOME TAX REV 5% 05/01/27 MN
|
Buy |
$1K – $15K |
Child |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: CROWN CASTLE INTL CORP CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: FEDEX FREIGHT HOLDING COMPANY CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: DR HORTON INC CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: LULULEMON ATHLETICA INC CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: RALPH LAUREN CORP CMN CLASS A
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: GARTNER INC. CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: LUMENTUM HOLDINGS INC CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: LENNAR CORPORATION CMN CLASS A
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: UNITED AIRLINES HOLDINGS INC CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: TAPESTRY, INC CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: MARVELL TECHNOLOGY INC. CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: CME GROUP INC CMN CLASS A
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: BUILDERS FIRSTSOURCE INC. CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: UNITED RENTALS INC. CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: BOSTON SCIENTIFIC CORP COMMON STOCK
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: FREEPORT MCMORAN INC CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: TRACTOR SUPPLY COMPANY CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: T MOBILE US INC CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: AT&T INC, CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: VERTIV HOLDINGS LLC CMN CLASS A
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: MARTIN MARIETTA MATERIALS INC CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: EMCOR GROUP INC CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: ALTRIA GROUP INC CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: WALT DISNEY COMPANY (THE) CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: FORD MOTOR COMPANY CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: AMERICAN TOWER CORPORATION CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: KKR & CO INC. CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: TEXAS INSTRUMENTS INC CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: LOWES COMPANIES INC CMN
|
Buy |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: BROADCOM INC. CMN
|
Buy |
$15K – $50K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: ORACLE CORPORATION CMN
|
Buy |
$15K – $50K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: MICROSOFT CORPORATION CMN
|
Buy |
$15K – $50K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: CALLAWAY GOLF COMPANY CMN
|
Sell (partial) |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: PINTEREST INC CMN CLASS A
|
Sell (partial) |
$1K – $15K |
Spouse |
Aug 3, 2020 |
2178d late filing ↗ |
|
David L Norquist
EXEC
|
529 - 2021 Portfolio
|
Sell |
$1K – $15K |
— |
Aug 3, 2020 |
filing ↗ |
|
Richard H Clarida
EXEC
|
USMV
iShares Edge MSCI Min Vol USA ETF
|
Buy |
$250K – $500K |
— |
Aug 3, 2020 |
filing ↗ |
|
Richard H Clarida
EXEC
|
SCHK
Schwab 1000 Index ETF
|
Sell |
$500K – $1M |
— |
Aug 3, 2020 |
filing ↗ |
|
Andrew Saul
EXEC
|
FWONK
Liberty Media Corp
|
Sell |
$1K – $15K |
Self |
Aug 3, 2020 |
28d late filing ↗ |
|
Andrew Saul
EXEC
|
CACC
Credit Acceptance Corp
|
Sell |
$1K – $15K |
Self |
Aug 3, 2020 |
28d late filing ↗ |
|
Andrew Saul
EXEC
|
CACC
Credit Acceptance Corp
|
Sell |
$1K – $15K |
Self |
Aug 3, 2020 |
28d late filing ↗ |
|
Andrew Saul
EXEC
|
MSCI
MSCI Inc
|
Sell |
$15K – $50K |
Self |
Aug 3, 2020 |
28d late filing ↗ |
|
Andrew Saul
EXEC
|
MSCI
MSCI Inc
|
Sell |
$50K – $100K |
Self |
Aug 3, 2020 |
28d late filing ↗ |
|
Andrew Saul
EXEC
|
ADP
Automatic Data Processing, Inc.
|
Sell |
$100K – $250K |
Self |
Aug 3, 2020 |
28d late filing ↗ |
|
Mark W Menezes
EXEC
|
Schwab Value Advantage Money Fund
|
Buy |
$1K – $15K |
Self |
Aug 3, 2020 |
filing ↗ |
|
Mark W Menezes
EXEC
|
Spotify Technology
|
Buy |
$1K – $15K |
Self |
Aug 3, 2020 |
filing ↗ |
|
Mark W Menezes
EXEC
|
Spotify Technology
|
Buy |
$1K – $15K |
Self |
Jul 31, 2020 |
filing ↗ |
|
Stephen Dickson
EXEC
|
BSIIX
BlackRock Strategic Income Opportunities Portfolio Institutional Shares
|
Buy |
$50K – $100K |
— |
Jul 29, 2020 |
filing ↗ |
|
Mitchell M Zais
EXEC
|
ISTB
iShares Core 1-5 Year USD Bond ETF
|
Buy |
$1K – $15K |
Self |
Jul 24, 2020 |
93d late filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Advisors Inner Circle Edgewood Growth Fund
|
Sell |
$50K – $100K |
— |
Jul 23, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
NatixisLoomis Sayles Growth Fund
|
Sell |
$50K – $100K |
— |
Jul 23, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Touchstone Sands Capital Select Growth Fund
|
Buy |
$100K – $250K |
— |
Jul 23, 2020 |
filing ↗ |
|
Mitchell M Zais
EXEC
|
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Class Shares
|
Buy |
$1K – $15K |
Self |
Jul 22, 2020 |
95d late filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Bernstein Diversified Municipal Portfolio
|
Sell |
$1K – $15K |
— |
Jul 21, 2020 |
filing ↗ |
|
Mark W Menezes
EXEC
|
Schwab Value Advantage Money Fund
|
Buy |
$1K – $15K |
Self |
Jul 20, 2020 |
7d late filing ↗ |
|
Mark W Menezes
EXEC
|
BYND
Beyond Meat, Inc.
|
Buy |
$1K – $15K |
Self |
Jul 20, 2020 |
7d late filing ↗ |