SALEMassachusetts · District 8
Fidelity Emerging Markets Mutual Fund
- Transaction date
- Jun 3, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEMassachusetts · District 8
Vanguard Target Date 2025 Mutual Fund
- Transaction date
- Jun 3, 2024
- Reported amount
- $250,001 - $500,000
- Owner
- Filer
- Source status
- New
PURCHASEVirginia · District 8
Wise Cnty VA Indl Var 11-01-40
- Transaction date
- May 31, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
SALEVirginia · District 8
Wise Cnty VA V-A 1.875% 11-01-40
- Transaction date
- May 31, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
PURCHASEKentucky · District 3
NVIDIA Corporation - Common Stock (NVDA)NVDA
- Transaction date
- May 31, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASERhode Island · District 2
Galileo, Inc.
- Transaction date
- May 31, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Salesforce, Inc. Common Stock (CRM)CRM
- Transaction date
- May 30, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASECalifornia · District 7
Intrinsic Exchange Group, Inc.
- Transaction date
- May 29, 2024
- Reported amount
- Spouse/DC Over $1,000,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)Ohio · District 1
Alphabet Inc. - Class A Common Stock (GOOGL)GOOGL
- Transaction date
- May 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)Ohio · District 1
Apple Inc. - Common Stock (AAPL)AAPL
- Transaction date
- May 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEOhio · District 1
Cencora, Inc. Common Stock (COR)COR
- Transaction date
- May 29, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
SALEOhio · District 1
Exxon Mobil Corporation Common Stock (XOM)XOM
- Transaction date
- May 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)Ohio · District 1
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- May 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)Ohio · District 1
NVIDIA Corporation - Common Stock (NVDA)NVDA
- Transaction date
- May 29, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
PURCHASEOhio · District 1
TE Connectivity Ltd. New Switzerland Registered Shares (TEL)TEL
- Transaction date
- May 29, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
PURCHASEOhio · District 1
Ulta Beauty, Inc. - Common Stock (ULTA)ULTA
- Transaction date
- May 29, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
SALEOhio · District 1
Veralto Corp Common Stock (VLTO)VLTO
- Transaction date
- May 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEMichigan · District 10
Air Products and Chemicals, Inc. Common Stock (APD)APD
- Transaction date
- May 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Michigan · District 10
American Express Company Common Stock (AXP)AXP
- Transaction date
- May 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALENew Jersey · District 5
AMERISAFE, Inc. - Common Stock (AMSF)AMSF
- Transaction date
- May 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN)BWIN
- Transaction date
- May 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALEMassachusetts · District 9
CITIGROUP INC NOTE CALL MAKE WHOLE 3.20000% 10/21/2026
- Transaction date
- May 29, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Insmed Incorporated - Common Stock (INSM)INSM
- Transaction date
- May 28, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEWashington · District 1
Pacific Co B1 Bond - Villa del Sol
- Transaction date
- May 24, 2024
- Reported amount
- $1,000,001 - $5,000,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 7
Becton, Dickinson and Company Common Stock (BDX)BDX
- Transaction date
- May 24, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEMassachusetts · District 9
JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029
- Transaction date
- May 24, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEVirginia · District 8
Putnam Cnty WVA Brd Ed 1.123% 05/01/24
- Transaction date
- May 23, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Meta Platforms, Inc. - Class A Common Stock (META)META
- Transaction date
- May 23, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Nintendo Co Ltd ADR (NTDOY)NTDOY
- Transaction date
- May 22, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
UMB Financial Corporation - Common Stock (UMBF)UMBF
- Transaction date
- May 22, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASECalifornia · District 50
Oceanside CA IMPT SCH
- Transaction date
- May 22, 2024
- Reported amount
- $500,001 - $1,000,000
- Owner
- Spouse
- Source status
- New
PURCHASEMassachusetts · District 8
NVIDIA Corporation - Common Stock (NVDA)NVDA
- Transaction date
- May 22, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEWashington · District 1
Wise CNTY VA Indl Dev Auth Solid Waste 1.20% Due Nov 1, 2040
- Transaction date
- May 22, 2024
- Reported amount
- $500,001 - $1,000,000
- Owner
- Joint
- Source status
- New
PURCHASEWashington · District 1
Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040
- Transaction date
- May 22, 2024
- Reported amount
- $500,001 - $1,000,000
- Owner
- Joint
- Source status
- New
PURCHASEWashington · District 1
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030
- Transaction date
- May 22, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 7
Fiserv, Inc. Common Stock (FI)FI
- Transaction date
- May 22, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEMinnesota · District 3
Arcadia Medal Investors, LP
- Transaction date
- May 21, 2024
- Reported amount
- $500,001 - $1,000,000
- Owner
- Filer
- Source status
- New
PURCHASEOklahoma · District 1
Texas Instruments Incorporated - Common Stock (TXN)TXN
- Transaction date
- May 21, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEOklahoma · District 1
Texas Instruments Incorporated - Common Stock (TXN)TXN
- Transaction date
- May 21, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEGeorgia · District 14
Advanced Micro Devices, Inc. (AMD)AMD
- Transaction date
- May 21, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Apple Inc. - Common Stock (AAPL)AAPL
- Transaction date
- May 21, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Caterpillar, Inc. Common Stock (CAT)CAT
- Transaction date
- May 21, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Charles Schwab Corporation (SCHW)SCHW
- Transaction date
- May 21, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Kinder Morgan, Inc. Common Stock (KMI)KMI
- Transaction date
- May 21, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Southern Company (SO)SO
- Transaction date
- May 21, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALETexas · District 17
NVIDIA Corporation - Common Stock (NVDA)NVDA
- Transaction date
- May 21, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Spouse
- Source status
- New
PURCHASEIndiana · District 2
Treasury Bill (4-Week, Matures 6/18/2024)
- Transaction date
- May 21, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASENorth Carolina · District 5
Hercules Capital, Inc. Common Stock (HTGC)HTGC
- Transaction date
- May 21, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 13
America First Natural Resources LLC
- Transaction date
- May 20, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 13
America First Natural Resources LLC
- Transaction date
- May 20, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Texas · District 21
Atlas Energy Solutions Inc. Common Stock (AESI)AESI
- Transaction date
- May 20, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Spouse
- Source status
- New
SALECalifornia · District 48
United States Treasury Bills CUSIP 912797JZ1 due 6/4/24
- Transaction date
- May 20, 2024
- Reported amount
- $1,000,001 - $5,000,000
- Owner
- Filer
- Source status
- New
SALENew Jersey · District 5
Align Technology, Inc. - Common Stock (ALGN)ALGN
- Transaction date
- May 20, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Blackstone Inc. Common Stock (BX)BX
- Transaction date
- May 20, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Booking Holdings Inc. - Common Stock (BKNG)BKNG
- Transaction date
- May 20, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Haleon plc American Depositary Shares (HLN)HLN
- Transaction date
- May 20, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALENew Jersey · District 5
Monster Beverage Corporation - Common Stock (MNST)MNST
- Transaction date
- May 20, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEGeorgia · District 14
US TREASURY BILL 06/18/2024
- Transaction date
- May 20, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
US TREASURY BILL 08/13/2024
- Transaction date
- May 20, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
US TREASURY BILL 11/29/2024
- Transaction date
- May 20, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Filer
- Source status
- New