|
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 ↗ |
|
Mark W Menezes
EXEC
|
SBUX
Starbucks Corp.
|
Buy |
$1K – $15K |
Self |
Jul 20, 2020 |
7d late filing ↗ |
|
Eugene Scalia
EXEC
|
FTIXX
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL
|
Sell |
$1K – $15K |
— |
Jul 10, 2020 |
filing ↗ |
|
Benjamin S Carson
EXEC
|
Stone Ridge All Asset VRP
|
Sell |
$50K – $100K |
— |
Jul 10, 2020 |
filing ↗ |
|
Benjamin S Carson
EXEC
|
Stone Ridge All Asset VRP
|
Sell |
$100K – $250K |
— |
Jul 10, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
ODVYX
INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y
|
Sell |
$1K – $15K |
— |
Jul 2, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
EIGMX
EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND CLASS I
|
Buy |
$1K – $15K |
— |
Jul 2, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
AMLP
Alerian MLP ETF
|
Sell |
$50K – $100K |
— |
Jul 2, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF
|
Sell |
$50K – $100K |
— |
Jul 2, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
VWO
Vanguard FTSE Emerging Markets ETF
|
Buy |
$50K – $100K |
— |
Jul 2, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
IWM
iShares Russell 2000 ETF
|
Buy |
$50K – $100K |
— |
Jul 2, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
SHY
iShares 1-3 Year Treasury Bond ETF
|
Buy |
$100K – $250K |
— |
Jul 2, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
TMCPX
TOUCHSTONE FDS GROUP MID CAP FUND INSTITUTIONAL CLASS
|
Sell |
$1K – $15K |
— |
Jul 1, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
LTMIX
THORNBURG INVT TRUST LTD TERM MUNICIPAL FUND CLASS I
|
Buy |
$1K – $15K |
— |
Jul 1, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
TRBCX
T ROWE PRICE BLUE CH GROWTH FUND
|
Sell |
$1K – $15K |
— |
Jul 1, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
TROSX
T ROWE PRICE INTL FD OVERSEAS STK FD
|
Buy |
$1K – $15K |
— |
Jul 1, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
PRSMX
T ROWE PRICE SUMMIT MUN FDS INC- MUN INTER FD
|
Buy |
$1K – $15K |
— |
Jul 1, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
PRFHX
T ROWE PRICE TAX FRE HIGH YIELD FD INC
|
Buy |
$1K – $15K |
— |
Jul 1, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
FTIXX
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL
|
Buy |
$1K – $15K |
— |
Jul 1, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
GTEYX
GATEWAY FUND GATEWAY FUND CL Y
|
Buy |
$1K – $15K |
— |
Jul 1, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
FSKAX
FIDELITY TOTAL MARKE INDEX FUND
|
Sell |
$15K – $50K |
— |
Jul 1, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
CRSOX
CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CL I
|
Buy |
$1K – $15K |
— |
Jul 1, 2020 |
filing ↗ |
|
Barbara M Barrett
EXEC
|
Impele Holdings
|
Buy |
$50K – $100K |
Self |
Jul 1, 2020 |
54d late filing ↗ |
|
Alex M Azar
EXEC
|
SCHF
Schwab International Equity ETF
|
Buy |
$1K – $15K |
— |
Jun 30, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
DODIX
DODGE & COX INCOME FEDP
|
Buy |
$1K – $15K |
— |
Jun 29, 2020 |
filing ↗ |
|
Ellen McCausland Lord
EXEC
|
NLSIX
Neuberger Berman Long Short Fund Institutional Class Shares
|
Buy |
$50K – $100K |
— |
Jun 26, 2020 |
filing ↗ |
|
Mitchell M Zais
EXEC
|
COP
ConocoPhillips
|
Buy |
$1K – $15K |
Self |
Jun 24, 2020 |
123d late filing ↗ |
|
Mitchell M Zais
EXEC
|
AVGO
Broadcom, Inc.
|
Buy |
$1K – $15K |
Self |
Jun 24, 2020 |
123d late filing ↗ |
|
Mitchell M Zais
EXEC
|
RTXAX
Russell Tax-Managed Real Assets Fund Class A Shares
|
Sell |
$1K – $15K |
Self |
Jun 24, 2020 |
123d late filing ↗ |
|
Eugene Scalia
EXEC
|
VUG
Vanguard Growth ETF
|
Sell |
$1K – $15K |
— |
Jun 22, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
CHET Moderate Managed Allocation 17
|
Buy |
$100K – $250K |
— |
Jun 22, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
CHET Moderate Managed Allocation 16
|
Sell |
$100K – $250K |
— |
Jun 22, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
IEFA
iShares Core MSCI EAFE ETF
|
Buy |
$1K – $15K |
— |
Jun 22, 2020 |
filing ↗ |
|
Mitchell M Zais
EXEC
|
RTXAX
Russell Tax-Managed Real Assets Fund Class A Shares
|
Sell |
$1K – $15K |
Self |
Jun 22, 2020 |
125d late filing ↗ |
|
Mitchell M Zais
EXEC
|
HSY
The Hershey Co.
|
Buy |
$1K – $15K |
Self |
Jun 22, 2020 |
125d late filing ↗ |
|
Mitchell M Zais
EXEC
|
HSY
The Hershey Co.
|
Buy |
$1K – $15K |
Self |
Jun 22, 2020 |
125d late filing ↗ |
|
Mitchell M Zais
EXEC
|
COP
ConocoPhillips
|
Buy |
$1K – $15K |
Self |
Jun 22, 2020 |
125d late filing ↗ |
|
Mitchell M Zais
EXEC
|
AVGO
Broadcom, Inc.
|
Buy |
$1K – $15K |
Self |
Jun 22, 2020 |
125d late filing ↗ |
|
Eugene Scalia
EXEC
|
LENDX
Stone Ridge Tr V Alt Lendg Prem
|
Buy |
$1K – $15K |
— |
Jun 19, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
DoubleLine Shiller Enhanced CAPE Fund
|
Sell |
$50K – $100K |
— |
Jun 19, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
ClearBridge Small Cap Fund
|
Sell |
$50K – $100K |
— |
Jun 19, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Delaware Small Cap Core Fund
|
Buy |
$50K – $100K |
— |
Jun 19, 2020 |
filing ↗ |