SALE (PARTIAL)Florida · District 18
FIDELITY MID CAP STOCK
- Transaction date
- Aug 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 18
INVESCO QQQ TR UNIT SER 1
- Transaction date
- Aug 1, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 18
IShares Core S&P Small Cap E
- Transaction date
- Aug 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Florida · District 18
JP Morgan Chase & Co. Common Stock (JPM)JPM
- Transaction date
- Aug 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 18
Kenvue Inc. Common Stock (KVUE)KVUE
- Transaction date
- Aug 1, 2024
- Reported amount
- $447.03 exact source amount
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Florida · District 18
Lockheed Martin Corporation Common Stock (LMT)LMT
- Transaction date
- Aug 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 18
Lord Abbott Ultra Short Bond CL I
- Transaction date
- Aug 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 18
NextEra Energy, Inc. Common Stock (NEE)NEE
- Transaction date
- Aug 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 18
Pfizer, Inc. Common Stock (PFE)PFE
- Transaction date
- Aug 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Florida · District 18
Walmart Inc. Common Stock (WMT)WMT
- Transaction date
- Aug 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALENew Jersey · District 5
Advanced Micro Devices, Inc. (AMD)AMD
- Transaction date
- Aug 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Apple Inc. - Common Stock (AAPL)AAPL
- Transaction date
- Aug 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Goldman Sachs Group, Inc. (GS)GS
- Transaction date
- Aug 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Shopify Inc. Class A Subordinate Voting Shares (SHOP)SHOP
- Transaction date
- Aug 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Uber Technologies, Inc. Common Stock (UBER)UBER
- Transaction date
- Aug 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENorth Carolina · District 6
Seven Bridges Multi-Strategy Fund Ltd.
- Transaction date
- Aug 1, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Spouse
- Source status
- New
SALECalifornia · District 50
Cerritos CA CCD COLL EDUC
- Transaction date
- Aug 1, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Spouse
- Source status
- New
SALECalifornia · District 50
San Francisco CA BART
- Transaction date
- Aug 1, 2024
- Reported amount
- $250,001 - $500,000
- Owner
- Spouse
- Source status
- New
PURCHASENorth Carolina · District 5
AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A)T$A
- Transaction date
- Aug 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEGeorgia · District 8
Ballard Power Systems, Inc. - Common Shares (BLDP)BLDP
- Transaction date
- Jul 31, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALEGeorgia · District 8
Katapult Holdings, Inc. - Common Stock (KPLT)KPLT
- Transaction date
- Jul 31, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALEGeorgia · District 8
Plug Power, Inc. - Common Stock (PLUG)PLUG
- Transaction date
- Jul 31, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Advanced Micro Devices, Inc. (AMD)AMD
- Transaction date
- Jul 31, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Ambev S.A. American Depositary Shares (ABEV)ABEV
- Transaction date
- Jul 31, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
D.R. Horton, Inc. Common Stock (DHI)DHI
- Transaction date
- Jul 31, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Mastercard Incorporated Common Stock (MA)MA
- Transaction date
- Jul 31, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
PT Telekomunikasi Indonesia, Tbk (TLK)TLK
- Transaction date
- Jul 31, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 15
Apple Inc. - Common Stock (AAPL)AAPL
- Transaction date
- Jul 31, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)Pennsylvania · District 16
Illinois St Fin Auth Revenue IL St Clea Ref due 7/1/25
- Transaction date
- Jul 31, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Joint
- Source status
- New
SALEPennsylvania · District 16
San Antonio TX Elec & Gas due 2/1/25
- Transaction date
- Jul 31, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)Pennsylvania · District 16
Illinois St Fin Auth Revenue IL St Clea Ref due 7/1/25
- Transaction date
- Jul 31, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Spouse
- Source status
- New
SALEPennsylvania · District 16
San Antonio TX Elec & Gas due 2/1/25
- Transaction date
- Jul 31, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Spouse
- Source status
- New
SALENew York · District 18
OnSolve LLC Shares
- Transaction date
- Jul 31, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Michigan · District 10
Lam Research Corporation - Common Stock (LRCX)LRCX
- Transaction date
- Jul 30, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)North Carolina · District 6
Seven Bridges Long/Short Equity Fund Series
- Transaction date
- Jul 30, 2024
- Reported amount
- $500,001 - $1,000,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 27
3 Month USG Bond
- Transaction date
- Jul 30, 2024
- Reported amount
- $250,001 - $500,000
- Owner
- Filer
- Source status
- New
PURCHASEIndiana · District 2
Treasury Bill (4-Week, Matures 8/27/2024)
- Transaction date
- Jul 30, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEIllinois · District 6
Myno Carbon Corp promissory note
- Transaction date
- Jul 30, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 5
Abbott Laboratories Common Stock (ABT)ABT
- Transaction date
- Jul 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Arista Networks, Inc. Common Stock (ANET)ANET
- Transaction date
- Jul 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Tesla, Inc. - Common Stock (TSLA)TSLA
- Transaction date
- Jul 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEOregon · District 3
US Treasury Bill Due 09/17/24
- Transaction date
- Jul 26, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 5
3M Company Common Stock (MMM)MMM
- Transaction date
- Jul 26, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALENew Jersey · District 5
Heartland Express, Inc. - Common Stock (HTLD)HTLD
- Transaction date
- Jul 26, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Medpace Holdings, Inc. - Common Stock (MEDP)MEDP
- Transaction date
- Jul 26, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Schneider National, Inc. Common Stock (SNDR)SNDR
- Transaction date
- Jul 26, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)North Carolina · District 6
Seven Bridges Long/Short Equity Fund Ltd.
- Transaction date
- Jul 26, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Spouse
- Source status
- New
SALEOklahoma · District 1
Barclays Bank Series A MTN 1/22/27
- Transaction date
- Jul 26, 2024
- Reported amount
- $250,001 - $500,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)California · District 11
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- Jul 26, 2024
- Reported amount
- $1,000,001 - $5,000,000
- Owner
- Spouse
- Source status
- New
PURCHASECalifornia · District 11
NVIDIA Corporation - Common Stock (NVDA)NVDA
- Transaction date
- Jul 26, 2024
- Reported amount
- $1,000,001 - $5,000,000
- Owner
- Spouse
- Source status
- New
SALETexas · District 26
Royal Bank Of Canada Common Stock (RY)RY
- Transaction date
- Jul 25, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)California · District 50
U.S Treasury Bills
- Transaction date
- Jul 25, 2024
- Reported amount
- $250,001 - $500,000
- Owner
- Spouse
- Source status
- New
SALEPennsylvania · District 9
US Treasury Bill 12/05/2024
- Transaction date
- Jul 24, 2024
- Reported amount
- $250,001 - $500,000
- Owner
- Spouse
- Source status
- New
SALENew Jersey · District 5
Block, Inc. Class A Common Stock, (SQ)SQ
- Transaction date
- Jul 24, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Tesla, Inc. - Common Stock (TSLA)TSLA
- Transaction date
- Jul 24, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEGeorgia · District 14
US Treasury Bill
- Transaction date
- Jul 24, 2024
- Reported amount
- $250,001 - $500,000
- Owner
- Filer
- Source status
- New
SALETennessee · District 7
NGL ENERGY PARTNERS LP Common Units representing Limited Partner Interests (NGL)NGL
- Transaction date
- Jul 24, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
SALEWashington · District 1
New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044
- Transaction date
- Jul 24, 2024
- Reported amount
- $500,001 - $1,000,000
- Owner
- Joint
- Source status
- New
PURCHASEWashington · District 1
TX Trans Commn TPK 5% TPK Tran Due 08/15/42
- Transaction date
- Jul 24, 2024
- Reported amount
- $500,001 - $1,000,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)Georgia · District 1
Ameris Bancorp - Common Stock (ABCB)ABCB
- Transaction date
- Jul 23, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Filer
- Source status
- New