|
Eugene Scalia
EXEC
|
GLD
SPDR Gold Shares
|
Sell |
$15K – $50K |
— |
Apr 2, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF
|
Sell |
$100K – $250K |
— |
Apr 2, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
IEF
iShares 7-10 Year Treasury Bond ETF
|
Buy |
$15K – $50K |
— |
Apr 2, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
TIP
iShares TIPS Bond
|
Buy |
$15K – $50K |
— |
Apr 2, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
AGG
iShares Core US Aggregate Bond
|
Buy |
$100K – $250K |
— |
Apr 2, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
TLT
iShares 20 Plus Year Treasury Bond ETF
|
Buy |
$15K – $50K |
— |
Apr 2, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHH
Schwab US REIT ETF
|
Buy |
$1K – $15K |
— |
Apr 2, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
MDYV
SPDR S&P 400 Mid Cap Value ETF
|
Buy |
$1K – $15K |
— |
Apr 2, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SLYG
SPDR S&P 600 Small Cap Growth ETF
|
Buy |
$1K – $15K |
— |
Apr 2, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHV
Schwab US Large-Cap Value ETF
|
Buy |
$1K – $15K |
— |
Apr 2, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHF
Schwab International Equity ETF
|
Buy |
$1K – $15K |
— |
Apr 2, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHG
Schwab US Large-Cap Growth ETF
|
Sell |
$1K – $15K |
— |
Apr 2, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SLYV
SPDR S&P 600 Small Cap Value ETF
|
Buy |
$1K – $15K |
— |
Apr 2, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
TWTIX
American Century Intermediate-Term Tax- Free Bond Fund Investor Class Shares
|
Sell |
$1K – $15K |
— |
Apr 2, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
WFITX
Wells Fargo Intermediate Tax/AMT-Free Fund Administrator Class Shares
|
Sell |
$1K – $15K |
— |
Apr 2, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
BCOSX
Baird Core Plus Bond Fund Investor Class Shares
|
Sell |
$1K – $15K |
— |
Apr 2, 2020 |
filing ↗ |
|
Mitchell M Zais
EXEC
|
WEC
WEC Energy Group, Inc.
|
Sell |
$1K – $15K |
Self |
Apr 2, 2020 |
206d late filing ↗ |
|
Mitchell M Zais
EXEC
|
DGX
Quest Diagnostics, Inc.
|
Sell |
$1K – $15K |
Self |
Apr 2, 2020 |
206d late filing ↗ |
|
Mitchell M Zais
EXEC
|
TSN
Tyson Foods, Inc.
|
Buy |
$1K – $15K |
Self |
Apr 2, 2020 |
206d late filing ↗ |
|
Mitchell M Zais
EXEC
|
TRV
The Travelers Cos., Inc.
|
Buy |
$1K – $15K |
Self |
Apr 2, 2020 |
206d late filing ↗ |
|
Mitchell M Zais
EXEC
|
EXC
Exelon Corporation
|
Buy |
$1K – $15K |
Self |
Apr 2, 2020 |
206d late filing ↗ |
|
Peter T Gaynor
EXEC
|
MDYV
SPDR S&P 400 Mid Cap Value ETF
|
Buy |
$1K – $15K |
— |
Apr 1, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Advisors Inner Circle Edgewood Growth Fund
|
Sell |
$50K – $100K |
— |
Mar 31, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Harding Loevner International Equity Portfolio
|
Sell |
$15K – $50K |
— |
Mar 31, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
ClearBridge Small Cap Fund
|
Sell |
$15K – $50K |
— |
Mar 31, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Columbia Contrarian Core Fund
|
Buy |
$50K – $100K |
— |
Mar 31, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
MFS Research International Fund
|
Buy |
$15K – $50K |
— |
Mar 31, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Fuller & Thaler Behavioral Small-Cap Equity Fund
|
Buy |
$50K – $100K |
— |
Mar 31, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
MDYV
SPDR S&P 400 Mid Cap Value ETF
|
Buy |
$1K – $15K |
— |
Mar 31, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
DODIX
DODGE & COX INCOME FEDP
|
Buy |
$1K – $15K |
— |
Mar 30, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
DODGX
DODGE & COX STK FD EDP
|
Buy |
$1K – $15K |
— |
Mar 30, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
GOVT
iShares US Treasury Bond
|
Sell |
$1K – $15K |
— |
Mar 30, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
SCHZ
Schwab US Aggregate Bond ETF
|
Buy |
$1K – $15K |
— |
Mar 30, 2020 |
filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: MOLINA HEALTHCARE INC CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: RESMED INC CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: CONAGRA BRANDS INC CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: AUTOZONE INC CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: D R HORTON INC CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: LKQ CORPORATION CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: AGILENT TECHNOLOGIES INC CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: BXP INC COMMON STOCK
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: NORWEGIAN CRUISE LINE HLDG LTD CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: DEXCOM INC CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: TRADE DESK INC (THE) CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: PULTEGROUP INC CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: OTIS WORLDWIDE CORPORATION CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: PTC INC CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: DOMINO S PIZZA, INC CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: CARRIER GLOBAL CORPORATION CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: WILLIAMS SONOMA, INC CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: KEURIG DR PEPPER INC CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: SYNCHRONY FINANCIAL CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: 3M COMPANY CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: BOOKING HOLDINGS INC CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: ECOLAB INC CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: APOLLO GLOBAL MANAGEMENT INC CMN CLASS A
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: CINTAS CORPORATION CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: AMERICAN TOWER CORPORATION CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: HCA HEALTHCARE INC CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: SYNOPSYS INC CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: INTERCONTINENTAL EXCHANGE INC CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: AMGEN INC CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: CADENCE DESIGN SYSTEMS INC CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: AMERIPRISE FINANCIAL, INC CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: SERVICENOW INC CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: HUBBELL INCORPORATED CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: STRYKER CORPORATION CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: ADOBE INC CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: MARSH ORD CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: ABBOTT LABORATORIES CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: PALO ALTO NETWORKS INC CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: CAPITAL ONE FINANCIAL CORP CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: MOODYS CORPORATION CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: WALT DISNEY COMPANY (THE) CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: ALPHABET INC CMN CLASS A
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: TRUIST FINANCIAL CORPORATION CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: AMERICAN EXPRESS CO CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: ORACLE CORPORATION CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: REALTY INCOME CORPORATION CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: SALESFORCE INC CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: S&P GLOBAL INC CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: INTUIT INC CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: AMAZON COM INC CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: THE PROGRESSIVE CORPORATION CMN
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: BOSTON SCIENTIFIC CORP COMMON STOCK
|
Buy |
$15K – $50K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: UNITEDHEALTH GROUP INCORPORATE CMN
|
Buy |
$1K – $15K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: COCA COLA COMPANY (THE) CMN
|
Buy |
$50K – $100K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: CISCO SYSTEMS INC CMN
|
Buy |
$50K – $100K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
2020 Trust FBO Khanna Children: MC DONALDS CORP CMN
|
Buy |
$50K – $100K |
Child |
Mar 30, 2020 |
2166d late filing ↗ |
|
Brian D Montgomery
EXEC
|
Hotchkis & Wiley Mid-Cap Value Fund HWMZX
|
Sell |
$1K – $15K |
— |
Mar 27, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
PHIYX
PIMCO High Yield Fund Institutional Class Shares
|
Sell |
$1K – $15K |
— |
Mar 27, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
BBGLX
Bridge Builder Large Cap Growth Fund
|
Sell |
$1K – $15K |
— |
Mar 27, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
BBTBX
Bridge Builder Core Bond Fund
|
Sell |
$1K – $15K |
— |
Mar 27, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
BBCPX
Bridge Builder Core Plus Bond Fund
|
Sell |
$1K – $15K |
— |
Mar 27, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
BBIEX
Bridge Builder International Equity Fund
|
Sell |
$1K – $15K |
— |
Mar 27, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
FUNFX
American Funds Fundamental Investors Class F3 Shares
|
Sell |
$1K – $15K |
— |
Mar 27, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
TIDDX
T Rowe Price International Discovery Fund Class I Shares
|
Sell |
$1K – $15K |
— |
Mar 27, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
DEUIX
Delaware US Growth Fund Institutional Class Shares
|
Sell |
$1K – $15K |
— |
Mar 27, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
Bridge Builder Small/Mid Cap Growth Fund BBGSX
|
Buy |
$1K – $15K |
— |
Mar 27, 2020 |
filing ↗ |