|
Brian D Montgomery
EXEC
|
Dodge & Cox Stock Fund DODGX
|
Buy |
$1K – $15K |
— |
Mar 27, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
Artisan International Value Fund Institutional Class APHKX
|
Buy |
$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 ↗ |
|
Brian D Montgomery
EXEC
|
Bridge Builder Small/Mid Cap Value Fund BBVSX
|
Buy |
$1K – $15K |
— |
Mar 27, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
MEIKX
MFS Value Fund Class R6 Shares
|
Buy |
$1K – $15K |
— |
Mar 27, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
American Funds International Growth and Income Fund IGAIX
|
Buy |
$1K – $15K |
— |
Mar 27, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
Invesco Comstock Fund ICSFX
|
Buy |
$1K – $15K |
— |
Mar 27, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
PRVIX
T Rowe Price Small-Cap Value Fund, Inc Class I Shares
|
Buy |
$1K – $15K |
— |
Mar 27, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
OGVXX
JPMorgan US Government Money Market Fund Capital Shares
|
Buy |
$1K – $15K |
— |
Mar 27, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
DEVIX
Delaware Small Cap Value Fund Institutional Class Shares
|
Buy |
$1K – $15K |
— |
Mar 27, 2020 |
filing ↗ |
|
Stephen Dickson
EXEC
|
SEMMX
Semper MBS Total Return Fund Institutional Class Shares
|
Sell |
$250K – $500K |
— |
Mar 27, 2020 |
filing ↗ |
|
Mark T Esper
EXEC
|
Schwab Stock Market Total Index Fund
|
Buy |
$15K – $50K |
— |
Mar 26, 2020 |
filing ↗ |
|
Mitchell M Zais
EXEC
|
IEFA
ISHARES Trust Core MSCI EAFE ETF
|
Buy |
$1K – $15K |
Self |
Mar 26, 2020 |
213d late filing ↗ |
|
Brian D Montgomery
EXEC
|
MINJX
MFS International Intrinsic Value Fund Class R6 Shares
|
Sell |
$1K – $15K |
— |
Mar 25, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
Dodge & Cox Income Fund DODIX
|
Sell |
$1K – $15K |
— |
Mar 25, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
American Funds Capital World Bond Fund WFBFX
|
Sell |
$1K – $15K |
— |
Mar 25, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
BBTBX
Bridge Builder Core Bond Fund
|
Sell |
$1K – $15K |
— |
Mar 25, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
BBGLX
Bridge Builder Large Cap Growth Fund
|
Sell |
$1K – $15K |
— |
Mar 25, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
BBCPX
Bridge Builder Core Plus Bond Fund
|
Sell |
$1K – $15K |
— |
Mar 25, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
OGVXX
JPMorgan US Government Money Market Fund Capital Shares
|
Buy |
$1K – $15K |
— |
Mar 25, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
RPFIX
Royce Premier Fund Institutional Class Shares
|
Buy |
$1K – $15K |
— |
Mar 25, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
Dodge & Cox Stock Fund DODGX
|
Buy |
$1K – $15K |
— |
Mar 25, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
American Funds Euro Pacific Growth Fund FEUPX
|
Buy |
$1K – $15K |
— |
Mar 25, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
Bridge Builder Small/Mid Cap Value Fund BBVSX
|
Buy |
$1K – $15K |
— |
Mar 25, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
BBVLX
Bridge Builder Large Cap Value Fund
|
Buy |
$1K – $15K |
— |
Mar 25, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
Victory Sycamore Small Company Opportunity Fund VSOIX
|
Buy |
$1K – $15K |
— |
Mar 25, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
T. Rowe Price International Discovery Fund TIDDX
|
Buy |
$1K – $15K |
— |
Mar 25, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
DFIVX
DFA International Value Portfolio Institutional Class Shares
|
Buy |
$1K – $15K |
— |
Mar 25, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
JVMRX
John Hancock Funds III Disciplined Value Mid Cap Fund Class R6 Shares
|
Buy |
$1K – $15K |
— |
Mar 25, 2020 |
filing ↗ |
|
Mark T Esper
EXEC
|
Fidelity Municipal Money Market Fund
|
Sell |
$15K – $50K |
— |
Mar 25, 2020 |
filing ↗ |
|
Mitchell M Zais
EXEC
|
VEVRX
Victory Sycamore Established Value Fund Class R6 Shares
|
Buy |
$1K – $15K |
Self |
Mar 25, 2020 |
214d late filing ↗ |
|
Mitchell M Zais
EXEC
|
UIHIX
USAA High Income Fund INSTL
|
Buy |
$1K – $15K |
Self |
Mar 25, 2020 |
214d late filing ↗ |
|
Ro Khanna
D · CA
|
Ahuja Grandchildrens Education Trust: NASDAQ INC CMN
|
Sell (partial) |
$1K – $15K |
Child |
Mar 24, 2020 |
2166d late filing ↗ |
|
Robert E Lighthizer
EXEC
|
VTSAX
Vanguard Total Stock Market Index Fund
|
Buy |
$50K – $100K |
— |
Mar 23, 2020 |
filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: AUTOZONE INC CMN
|
Buy |
$1K – $15K |
Spouse |
Mar 23, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: AMERICAN TOWER CORPORATION CMN
|
Buy |
$1K – $15K |
Spouse |
Mar 23, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: CROWN CASTLE INTL CORP CMN
|
Buy |
$1K – $15K |
Spouse |
Mar 23, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: APPLOVIN CORPORATION CMN CLASS A
|
Buy |
$1K – $15K |
Spouse |
Mar 23, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: COPART INC. CMN
|
Buy |
$1K – $15K |
Spouse |
Mar 23, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: INTERCONTINENTAL EXCHANGE INC CMN
|
Buy |
$1K – $15K |
Spouse |
Mar 23, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: KKR & CO INC CMN
|
Buy |
$1K – $15K |
Spouse |
Mar 23, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: PRUDENTIAL FINANCIAL INC CMN
|
Buy |
$1K – $15K |
Spouse |
Mar 23, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: APOLLO GLOBAL MANAGEMENT INC CMN CLASS A
|
Buy |
$1K – $15K |
Spouse |
Mar 23, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: ROPER TECHNOLOGIES INC CMN
|
Buy |
$1K – $15K |
Spouse |
Mar 23, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: INVITATION HOMES INC CMN
|
Buy |
$15K – $50K |
Spouse |
Mar 23, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: ARTHUR J GALLAGHER & CO CMN
|
Buy |
$15K – $50K |
Spouse |
Mar 23, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: PALO ALTO NETWORKS INC CMN
|
Buy |
$15K – $50K |
Spouse |
Mar 23, 2020 |
2166d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: BLACKSTONE GROUP INC/THE CMN
|
Buy |
$15K – $50K |
Spouse |
Mar 23, 2020 |
2166d late filing ↗ |
|
Mitchell M Zais
EXEC
|
IEF
ISHARES TR Barclays 7 10 YR
|
Sell |
$1K – $15K |
Self |
Mar 21, 2020 |
218d late filing ↗ |
|
Eugene Scalia
EXEC
|
LENDX
Stone Ridge Tr V Alt Lendg Prem
|
Buy |
$1K – $15K |
— |
Mar 20, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
GLD
SPDR Gold Shares
|
Sell |
$50K – $100K |
— |
Mar 20, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
VNQ
Vanguard REIT ETF
|
Sell |
$15K – $50K |
— |
Mar 20, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF
|
Buy |
$50K – $100K |
— |
Mar 20, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Oakmark International Fund
|
Sell |
$15K – $50K |
— |
Mar 20, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
MFS Research International Fund
|
Buy |
$15K – $50K |
— |
Mar 20, 2020 |
filing ↗ |
|
David L Bernhardt
EXEC
|
DTMVX
Tax-Managed US Targeted Value Portfolio Institutional Class Shares
|
Exchange |
$50K – $100K |
— |
Mar 20, 2020 |
filing ↗ |
|
David L Bernhardt
EXEC
|
DFSVX
US Small Cap Value Portfolio Institutional Class Shares
|
Exchange |
$50K – $100K |
— |
Mar 20, 2020 |
filing ↗ |
|
David L Bernhardt
EXEC
|
DFSTX
US Small Cap Portfolio Institutional Class Shares
|
Exchange |
$15K – $50K |
— |
Mar 20, 2020 |
filing ↗ |
|
David L Bernhardt
EXEC
|
DSCGX
US Small Cap Growth Portfolio Institutional Class Shares
|
Exchange |
$15K – $50K |
— |
Mar 20, 2020 |
filing ↗ |
|
David L Bernhardt
EXEC
|
DFLVX
US Large Cap Value Portfolio Institutional Class Shares
|
Exchange |
$100K – $250K |
— |
Mar 20, 2020 |
filing ↗ |
|
David L Bernhardt
EXEC
|
DTMMX
Tax-Managed US Marketwide Value Portfolio Institutional Class Shares
|
Exchange |
$100K – $250K |
— |
Mar 20, 2020 |
filing ↗ |
|
David L Bernhardt
EXEC
|
DFWIX
World ex US Core Equity Portfolio Institutional Class Shares
|
Exchange |
$50K – $100K |
— |
Mar 20, 2020 |
filing ↗ |
|
David L Bernhardt
EXEC
|
DFTWX
TA World ex US Core Equity Portfolio Institutional Class Shares
|
Exchange |
$50K – $100K |
— |
Mar 20, 2020 |
filing ↗ |
|
Ro Khanna
D · CA
|
MURA Holdings: 2020 Trust FBO Khanna Children: UNITEDHEALTH GROUP INC
|
Sell |
$1K – $15K |
Child |
Mar 20, 2020 |
2179d late filing ↗ |
|
Ro Khanna
D · CA
|
MURA Holdings: Ritu Ahuja 1994 Trust: SALESFORCE INC COM
|
Sell |
$1K – $15K |
Spouse |
Mar 20, 2020 |
2179d late filing ↗ |
|
Ro Khanna
D · CA
|
MURA Holdings: Ritu Ahuja 1994 Trust: PHILIP MORRIS INTERNATIONAL INC COM NPV
|
Sell |
$1K – $15K |
Spouse |
Mar 20, 2020 |
2179d late filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Vanguard Total International Stock Index Fund
|
Sell |
$100K – $250K |
— |
Mar 19, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Vanguard Total Stock Market Index Fund
|
Sell |
$250K – $500K |
— |
Mar 19, 2020 |
filing ↗ |
|
Mitchell M Zais
EXEC
|
QSMLX
AQR Small Cap Multi Style FD CL
|
Sell |
$1K – $15K |
Self |
Mar 19, 2020 |
220d late filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Vanguard European Stock Index Fund
|
Sell |
$15K – $50K |
— |
Mar 18, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Vanguard Total Stock Market Index Fund
|
Sell |
$100K – $250K |
— |
Mar 18, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Vanguard Total Stock Market Index Fund
|
Sell |
$500K – $1M |
— |
Mar 18, 2020 |
filing ↗ |
|
Benjamin S Carson
EXEC
|
K
Kellogg Co
|
Sell |
$500K – $1M |
— |
Mar 18, 2020 |
filing ↗ |
|
David L Bernhardt
EXEC
|
VTSAX
Vanguard Total Stock Market Index Fund Admiral Class Shares
|
Buy |
$15K – $50K |
— |
Mar 17, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
LENDX
Stone Ridge Tr V Alt Lendg Prem
|
Buy |
$50K – $100K |
— |
Mar 16, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Vanguard Total Stock Market Index Fund
|
Sell |
$100K – $250K |
— |
Mar 16, 2020 |
filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja 1994 Trust: COCA COLA EUROPEAN PARTNERS PL CMN
|
Buy |
$1K – $15K |
Spouse |
Mar 13, 2020 |
2171d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: BOFA FINANCE LLC LINKED TO S&P 500 INDEX
|
Buy |
$50K – $100K |
Spouse |
Mar 12, 2020 |
2172d late filing ↗ |
|
Ro Khanna
D · CA
|
Soren Ahuja Khanna UTMA: GS TAX ADVANTAGED GLOBAL EQUITY PORTFOLIO CLASS P
|
Buy |
$50K – $100K |
Child |
Mar 10, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Zara Ahuja Khanna UTMA: GS TAX ADVANTAGED GLOBAL EQUITY PORTFOLIO CLASS P
|
Buy |
$50K – $100K |
Child |
Mar 10, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: GARMIN LTD CMN
|
Buy |
$1K – $15K |
Spouse |
Mar 10, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: UNITED PARCEL SERVICE INC CLASS B COMMON STOCK
|
Buy |
$1K – $15K |
Spouse |
Mar 10, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: ARTHUR J GALLAGHER & CO CMN
|
Buy |
$1K – $15K |
Spouse |
Mar 10, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: SALESFORCE INC CMN
|
Buy |
$1K – $15K |
Spouse |
Mar 10, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: ABBOTT LABORATORIES CMN
|
Buy |
$1K – $15K |
Spouse |
Mar 10, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: NVIDIA CORPORATION CMN
|
Buy |
$1K – $15K |
Spouse |
Mar 10, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: UNITEDHEALTH GROUP INCORPORATE CMN
|
Buy |
$15K – $50K |
Spouse |
Mar 10, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: LINDE PLC CMN
|
Buy |
$15K – $50K |
Spouse |
Mar 10, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: APPLIED MATERIALS INC CMN
|
Buy |
$15K – $50K |
Spouse |
Mar 10, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: LOWES COMPANIES INC CMN
|
Buy |
$15K – $50K |
Spouse |
Mar 10, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: PHILIP MORRIS INTL INC CMN
|
Buy |
$15K – $50K |
Spouse |
Mar 10, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: MERCK & CO INC CMN
|
Buy |
$15K – $50K |
Spouse |
Mar 10, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: MC DONALDS CORP CMN
|
Buy |
$15K – $50K |
Spouse |
Mar 10, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: COCA COLA COMPANY (THE) CMN
|
Buy |
$15K – $50K |
Spouse |
Mar 10, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: VISA INC CMN CLASS A
|
Buy |
$15K – $50K |
Spouse |
Mar 10, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: MASTERCARD INCORPORATED CMN CLASS A
|
Buy |
$15K – $50K |
Spouse |
Mar 10, 2020 |
2174d late filing ↗ |
|
Ro Khanna
D · CA
|
Ritu Ahuja Declaration of Trust: BANK OF AMERICA CORP CMN
|
Buy |
$15K – $50K |
Spouse |
Mar 10, 2020 |
2174d late filing ↗ |
|
Alex M Azar
EXEC
|
CHET Moderate Managed Allocation 18 & Over
|
Sell |
$1K – $15K |
— |
Mar 9, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
CHET Moderate Managed Allocation 18 & Over
|
Sell |
$15K – $50K |
— |
Mar 9, 2020 |
filing ↗ |
|
Ellen McCausland Lord
EXEC
|
PIMSX
Virtus Newfleet Multi-Sector Short Term Bond Fund Class I Shares
|
Sell |
$50K – $100K |
— |
Mar 4, 2020 |
filing ↗ |