PURCHASENew Jersey · District 5
HDFC Bank Limited Common Stock (HDB)HDB
- Transaction date
- Sep 20, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALENew Jersey · District 5
ICICI Bank Limited Common Stock (IBN)IBN
- Transaction date
- Sep 20, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEGeorgia · District 14
Alphabet Inc. - Class C Capital Stock (GOOG)GOOG
- Transaction date
- Sep 20, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.B
- Transaction date
- Sep 20, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Blackstone Inc. Common Stock (BX)BX
- Transaction date
- Sep 20, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Cardinal Health, Inc. Common Stock (CAH)CAH
- Transaction date
- Sep 20, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)CRWD
- Transaction date
- Sep 20, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Intel Corporation - Common Stock (INTC)INTC
- Transaction date
- Sep 20, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Lam Research Corporation - Common Stock (LRCX)LRCX
- Transaction date
- Sep 20, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- Sep 20, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Southern Copper Corporation Common Stock (SCCO)SCCO
- Transaction date
- Sep 20, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
United Parcel Service, Inc. Common Stock (UPS)UPS
- Transaction date
- Sep 20, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 50
Allocate Premier Access Fund
- Transaction date
- Sep 20, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)Indiana · District 5
Simon Property Group, Inc. Common Stock (SPG)SPG
- Transaction date
- Sep 20, 2024
- Reported amount
- $1,000,001 - $5,000,000
- Owner
- Spouse
- Source status
- New
SALEOregon · District 3
Ventas, Inc. Common Stock (VTR)VTR
- Transaction date
- Sep 19, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
PURCHASEIllinois · District 1
Aramark Common Stock (ARMK)ARMK
- Transaction date
- Sep 19, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
SALEIllinois · District 1
The AES Corporation Common Stock (AES)AES
- Transaction date
- Sep 19, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
PURCHASECalifornia · District 50
Allocate Alpha Fund II LP
- Transaction date
- Sep 19, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
PURCHASENew York · District 3
US Treasury Bill
- Transaction date
- Sep 19, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 5
Mastercard Incorporated Common Stock (MA)MA
- Transaction date
- Sep 18, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEWashington · District 1
Seattle WA MN LT PW 3.4% PWR Util Due 05/01/45
- Transaction date
- Sep 18, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
International Business Machines Corporation Common Stock (IBM)IBM
- Transaction date
- Sep 17, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALETennessee · District 7
NGL ENERGY PARTNERS LP Common Units representing Limited Partner Interests (NGL)NGL
- Transaction date
- Sep 17, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALENew Jersey · District 5
Allegro MicroSystems, Inc. - Common Stock (ALGM)ALGM
- Transaction date
- Sep 16, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Alphabet Inc. - Class C Capital Stock (GOOG)GOOG
- Transaction date
- Sep 16, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALENew Jersey · District 5
Celsius Holdings, Inc. (CELH)CELH
- Transaction date
- Sep 16, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALENew Jersey · District 5
Chord Energy Corporation - Common Stock (CHRD)CHRD
- Transaction date
- Sep 16, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Eaton Corporation, PLC Ordinary Shares (ETN)ETN
- Transaction date
- Sep 16, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALENew Jersey · District 5
EEN ENERGY HLDGS UNSP/ADR (XNGSY)XNGSY
- Transaction date
- Sep 16, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Pacific Premier Bancorp Inc - Common Stock (PPBI)PPBI
- Transaction date
- Sep 16, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALENew Jersey · District 5
U.S. Physical Therapy, Inc. Common Stock (USPH)USPH
- Transaction date
- Sep 16, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Vertiv Holdings, LLC Class A Common Stock (VRT)VRT
- Transaction date
- Sep 16, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASETexas · District 17
NVIDIA Corporation - Common Stock (NVDA)NVDA
- Transaction date
- Sep 16, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEOregon · District 3
US Treasury Bill Due 09/04/25
- Transaction date
- Sep 13, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 5
International Business Machines Corporation Common Stock (IBM)IBM
- Transaction date
- Sep 13, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALEGeorgia · District 12
US Treasury Bill 912797HP5
- Transaction date
- Sep 13, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 5
Apple Inc. - Common Stock (AAPL)AAPL
- Transaction date
- Sep 12, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Broadcom Inc. - Common Stock (AVGO)AVGO
- Transaction date
- Sep 12, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Eaton Corporation, PLC Ordinary Shares (ETN)ETN
- Transaction date
- Sep 12, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
McKesson Corporation Common Stock (MCK)MCK
- Transaction date
- Sep 12, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- Sep 12, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASETexas · District 37
Home Depot, Inc. (HD)HD
- Transaction date
- Sep 12, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASETexas · District 37
PPG Industries, Inc. Common Stock (PPG)PPG
- Transaction date
- Sep 12, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEGeorgia · District 12
Charles Schwab Corporation (SCHW)SCHW
- Transaction date
- Sep 12, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Broadcom Inc. - Common Stock (AVGO)AVGO
- Transaction date
- Sep 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASECalifornia · District 50
Kent Street Group GP
- Transaction date
- Sep 11, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)New Jersey · District 7
Nike, Inc. Common Stock (NKE)NKE
- Transaction date
- Sep 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Massachusetts · District 9
BANK AMERICA CORP SER M MTN 3.97000% 03/05/2029 CALL MAKE WHOLE
- Transaction date
- Sep 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Massachusetts · District 9
BECTON DICKINSON &CO NOTE CALL MAKE WHOLE 3.73400% 12/15/2024
- Transaction date
- Sep 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEMassachusetts · District 9
Caterpillar, Inc. Common Stock (CAT)CAT
- Transaction date
- Sep 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Massachusetts · District 9
COMCAST CORP NEW NOTE CALL MAKE WHOLE 4.25000% 10/15/2030
- Transaction date
- Sep 11, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Massachusetts · District 9
ELEVANCE HEALTH INC NOTE CALL MAKE WHOLE 3.65000% 12/01/2027
- Transaction date
- Sep 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Massachusetts · District 9
GENERAL MTRS CO NOTE CALL MAKE WHOLE 5.60000% 10/15/2032
- Transaction date
- Sep 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Massachusetts · District 9
JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029
- Transaction date
- Sep 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Massachusetts · District 9
LOWES COS INC NOTE CALL MAKE WHOLE 3.10000% 05/03/2027
- Transaction date
- Sep 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Massachusetts · District 9
META PLATFORMS INC NOTE CALL MAKE WHOLE 4.95000% 05/15/2033
- Transaction date
- Sep 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Massachusetts · District 9
MICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025
- Transaction date
- Sep 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEMassachusetts · District 9
NXP Semiconductors N.V. - Common Stock (NXPI)NXPI
- Transaction date
- Sep 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Massachusetts · District 9
PEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032
- Transaction date
- Sep 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Massachusetts · District 9
T MOBILE USA INC NOTE 4.75000% 02/01/2028
- Transaction date
- Sep 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New