SALEWest Virginia · District 1
Coca-Cola Consolidated, Inc. - Common Stock (COKE)COKE
- Transaction date
- May 8, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEWest Virginia · District 1
Comcast Corporation - Class A Common Stock (CMCSA)CMCSA
- Transaction date
- May 8, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEWest Virginia · District 1
Comcast Corporation - Class A Common Stock (CMCSA)CMCSA
- Transaction date
- May 8, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEWest Virginia · District 1
McKesson Corporation Common Stock (MCK)MCK
- Transaction date
- May 8, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEWest Virginia · District 1
McKesson Corporation Common Stock (MCK)MCK
- Transaction date
- May 8, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEWest Virginia · District 1
Yum! Brands, Inc. (YUM)YUM
- Transaction date
- May 8, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEWest Virginia · District 1
Yum! Brands, Inc. (YUM)YUM
- Transaction date
- May 8, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Uber Technologies, Inc. Common Stock (UBER)UBER
- Transaction date
- May 7, 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
- May 7, 2024
- Reported amount
- $250,001 - $500,000
- Owner
- Filer
- Source status
- New
EXCHANGEOhio · District 1
Exxon Mobil Corporation Common Stock (XOM)XOM
- Transaction date
- May 6, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALEMichigan · District 10
Axalta Coating Systems Ltd. Common Shares (AXTA)AXTA
- Transaction date
- May 6, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEMichigan · District 10
Unilever PLC Common Stock (UL)UL
- Transaction date
- May 6, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Alamo Group, Inc. Common Stock (ALG)ALG
- Transaction date
- May 6, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Grand Canyon Education, Inc. - Common Stock (LOPE)LOPE
- Transaction date
- May 6, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
SYSMEX CORP UNSP/ASDR (SSMXY)SSMXY
- Transaction date
- May 6, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Texas Roadhouse, Inc. - Common Stock (TXRH)TXRH
- Transaction date
- May 6, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEFlorida · District 15
TuHURA Biosciences, Inc.
- Transaction date
- May 6, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Spouse
- Source status
- New
PURCHASENew Jersey · District 7
Aon plc Class A Ordinary Shares (AON)AON
- Transaction date
- May 6, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 5
Alphabet Inc. - Class C Capital Stock (GOOG)GOOG
- Transaction date
- May 3, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)North Carolina · District 6
Seven Bridges Long/Short Equity Fund Series
- Transaction date
- May 3, 2024
- Reported amount
- $500,001 - $1,000,000
- Owner
- Spouse
- Source status
- New
EXCHANGEOklahoma · District 1
Exxon Mobil Corporation Common Stock (XOM)XOM
- Transaction date
- May 3, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Joint
- Source status
- New
EXCHANGEOklahoma · District 1
Pioneer Natural Resources Company Common Stock (PXD)PXD
- Transaction date
- May 3, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Joint
- Source status
- New
PURCHASEVirginia · District 8
Metropolitan Wash DC 5.00% 10/01/31
- Transaction date
- May 2, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
SALEOhio · District 1
CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)CRWD
- Transaction date
- May 2, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEOhio · District 1
Parker-Hannifin Corporation Common Stock (PH)PH
- Transaction date
- May 2, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEMichigan · District 10
Cardinal Health, Inc. Common Stock (CAH)CAH
- Transaction date
- May 2, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEMichigan · District 10
Crown Castle Inc. Common Stock (CCI)CCI
- Transaction date
- May 2, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEMichigan · District 10
Progressive Corporation (PGR)PGR
- Transaction date
- May 2, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 5
SYSMEX CORP UNSP/ASDR (SSMXY)SSMXY
- Transaction date
- May 2, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENorth Carolina · District 5
Energy Transfer LP Common Units (ET)ET
- Transaction date
- May 2, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEMichigan · District 6
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION POOL
- Transaction date
- May 1, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEMichigan · District 6
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION POOL
- Transaction date
- May 1, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Lowe's Companies, Inc. Common Stock (LOW)LOW
- Transaction date
- May 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
MercadoLibre, Inc. - Common Stock (MELI)MELI
- Transaction date
- May 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Tesla, Inc. - Common Stock (TSLA)TSLA
- Transaction date
- May 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEFlorida · District 27
DT Midstream, Inc. Common Stock (DTM)DTM
- Transaction date
- May 1, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
SALEFlorida · District 27
New Fortress Energy Inc. - Class A Common Stock (NFE)NFE
- Transaction date
- May 1, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
PURCHASENorth Carolina · District 5
AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A)T$A
- Transaction date
- May 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASENorth Carolina · District 5
Energy Transfer LP Common Units (ET)ET
- Transaction date
- May 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEOregon · District 3
US Treasury Bill 24 Due 06/13/24
- Transaction date
- Apr 30, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEOregon · District 3
US Treasury Bill24 Due 07/25/24
- Transaction date
- Apr 30, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 5
TENCENT HLDGS UNSP/ADR (TCEHY)TCEHY
- Transaction date
- Apr 30, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENorth Carolina · District 6
PayJoy Asset Fund LLC
- Transaction date
- Apr 30, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Spouse
- Source status
- New
PURCHASEOklahoma · District 1
JP Morgan Chase & Co. Common Stock (JPM)JPM
- Transaction date
- Apr 30, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENorth Carolina · District 5
Energy Transfer LP Common Units (ET)ET
- Transaction date
- Apr 30, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Adobe Inc. - Common Stock (ADBE)ADBE
- Transaction date
- Apr 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Alphabet Inc. - Class C Capital Stock (GOOG)GOOG
- Transaction date
- Apr 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALENew Jersey · District 5
Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH)CTSH
- Transaction date
- Apr 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Fair Isaac Corproation Common Stock (FICO)FICO
- Transaction date
- Apr 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Freeport-McMoRan, Inc. Common Stock (FCX)FCX
- Transaction date
- Apr 29, 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
- Apr 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Tesla, Inc. - Common Stock (TSLA)TSLA
- Transaction date
- Apr 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Vertiv Holdings, LLC Class A Common Stock (VRT)VRT
- Transaction date
- Apr 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALENew Jersey · District 5
Workday, Inc. - Class A Common Stock (WDAY)WDAY
- Transaction date
- Apr 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Alphabet Inc. - Class C Capital Stock (GOOG)GOOG
- Transaction date
- Apr 26, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEFlorida · District 27
Clearway Energy, Inc. Class C Common Stock (CWEN)CWEN
- Transaction date
- Apr 26, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
SALEGeorgia · District 14
ISHARES CORE MSCI EMERGING ETF
- Transaction date
- Apr 26, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEGeorgia · District 14
ISHARES CORE MSCI TOTL INTL STCK ETF
- Transaction date
- Apr 26, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEGeorgia · District 14
ISHARES CORE S&P 500 ETF
- Transaction date
- Apr 26, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEGeorgia · District 14
ISHARES CORE S&P SMALL CAP ETF
- Transaction date
- Apr 26, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New