SALEGeorgia · District 14
ISHARES CORE S&P US GROWTH ETF
- Transaction date
- Apr 26, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEMichigan · District 10
TJX Companies, Inc. (TJX)TJX
- Transaction date
- Apr 25, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 5
Hillman Solutions Corp. - Common Stock (HLMN)HLMN
- Transaction date
- Apr 25, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALENew Jersey · District 5
Terex Corporation Common Stock (TEX)TEX
- Transaction date
- Apr 25, 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
- Apr 25, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Filer
- Source status
- New
SALEIllinois · District 1
Hexcel Corporation Common Stock (HXL)HXL
- Transaction date
- Apr 24, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
PURCHASEIllinois · District 1
JP Morgan Chase & Co. Common Stock (JPM)JPM
- Transaction date
- Apr 24, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Tesla, Inc. - Common Stock (TSLA)TSLA
- Transaction date
- Apr 24, 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
- Apr 24, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEOklahoma · District 1
TORONTO DOMINION BANK SER E NOTE 04/27/2029
- Transaction date
- Apr 24, 2024
- Reported amount
- $250,001 - $500,000
- Owner
- Joint
- Source status
- New
PURCHASEGeorgia · District 14
Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.B
- Transaction date
- Apr 24, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Goldman Sachs Group, Inc. (GS)GS
- Transaction date
- Apr 24, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Home Depot, Inc. (HD)HD
- Transaction date
- Apr 24, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- Apr 24, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
QUALCOMM Incorporated - Common Stock (QCOM)QCOM
- Transaction date
- Apr 24, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
SCHWAB US LARGE CAP GROWTH ETF
- Transaction date
- Apr 24, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
The Hershey Company Common Stock (HSY)HSY
- Transaction date
- Apr 24, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
Tractor Supply Company - Common Stock (TSCO)TSCO
- Transaction date
- Apr 24, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
US TREASURY BILL
- Transaction date
- Apr 24, 2024
- Reported amount
- $250,001 - $500,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
VANGUARD FTSE DEVELOPED MKTS ETF IV
- Transaction date
- Apr 24, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
VANGUARD MID CAP ETF
- Transaction date
- Apr 24, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
VANGUARD S&P 500 ETF
- Transaction date
- Apr 24, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 14
VNGUARD SMALL CAP ETF
- Transaction date
- Apr 24, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 2
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J)JPM$J
- Transaction date
- Apr 24, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 2
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D)WFC$D
- Transaction date
- Apr 24, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 13
America First Natural Resources LLC
- Transaction date
- Apr 23, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 7
U.S. Treasury Note due 1/31/2028
- Transaction date
- Apr 23, 2024
- Reported amount
- Spouse/DC Over $1,000,000
- Owner
- Spouse
- Source status
- New
PURCHASECalifornia · District 7
U.S. Treasury Note due 10/31/2027
- Transaction date
- Apr 23, 2024
- Reported amount
- Spouse/DC Over $1,000,000
- Owner
- Spouse
- Source status
- New
PURCHASECalifornia · District 7
U.S. Treasury Note due 12/15/2026
- Transaction date
- Apr 23, 2024
- Reported amount
- Spouse/DC Over $1,000,000
- Owner
- Spouse
- Source status
- New
PURCHASECalifornia · District 7
U.S. Treasury Note due 3/15/2027
- Transaction date
- Apr 23, 2024
- Reported amount
- Spouse/DC Over $1,000,000
- Owner
- Spouse
- Source status
- New
PURCHASECalifornia · District 7
U.S. Treasury Note due 5/31/2028
- Transaction date
- Apr 23, 2024
- Reported amount
- Spouse/DC Over $1,000,000
- Owner
- Spouse
- Source status
- New
PURCHASECalifornia · District 7
U.S. Treasury Note due 7/31/2027
- Transaction date
- Apr 23, 2024
- Reported amount
- Spouse/DC Over $1,000,000
- Owner
- Spouse
- Source status
- New
PURCHASEGeorgia · District 12
US Treasury Bill DUE 09/15/25 (91282CFK2)
- Transaction date
- Apr 23, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)North Carolina · District 6
Seven Bridges Long/Short Equity Fund Ltd.
- Transaction date
- Apr 22, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Spouse
- Source status
- New
PURCHASENorth Carolina · District 6
Seven Bridges Multi-Strategy Fund Ltd.
- Transaction date
- Apr 22, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Spouse
- Source status
- New
PURCHASEIllinois · District 6
Myno Carbon Corp convertible note
- Transaction date
- Apr 22, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 9
US Treasury Bill 06/13/2024
- Transaction date
- Apr 20, 2024
- Reported amount
- $250,001 - $500,000
- Owner
- Spouse
- Source status
- New
PURCHASEOhio · District 5
Farmers & Merchants Bancorp, Inc. (FMAO)FMAO
- Transaction date
- Apr 20, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASENew Jersey · District 7
Illumina, Inc. - Common Stock (ILMN)ILMN
- Transaction date
- Apr 19, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)New Jersey · District 7
Nike, Inc. Common Stock (NKE)NKE
- Transaction date
- Apr 19, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)North Carolina · District 2
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- Apr 17, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
ZTO Express (ZTO)ZTO
- Transaction date
- Apr 17, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
ZTO Express (ZTO)ZTO
- Transaction date
- Apr 16, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENorth Carolina · District 5
Hercules Capital, Inc. Common Stock (HTGC)HTGC
- Transaction date
- Apr 16, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 5
Agree Realty Corporation Common Stock (ADC)ADC
- Transaction date
- Apr 15, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
BioNTech SE - American Depositary Shares (BNTX)BNTX
- Transaction date
- Apr 15, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Endava plc American Depositary Shares (DAVA)DAVA
- Transaction date
- Apr 15, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Fox Factory Holding Corp. - Common Stock (FOXF)FOXF
- Transaction date
- Apr 15, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Intapp, Inc. - Common Stock (INTA)INTA
- Transaction date
- Apr 15, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
OceanFirst Financial Corp. - Common Stock (OCFC)OCFC
- Transaction date
- Apr 15, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Shoals Technologies Group, Inc. - Class A Common Stock (SHLS)SHLS
- Transaction date
- Apr 15, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEOhio · District 1
Amazon.com, Inc. - Common Stock (AMZN)AMZN
- Transaction date
- Apr 12, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALEOhio · District 1
Cadence Design Systems, Inc. - Common Stock (CDNS)CDNS
- Transaction date
- Apr 12, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALEPennsylvania · District 16
Chevron Corporation Common Stock (CVX)CVX
- Transaction date
- Apr 12, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALEPennsylvania · District 16
Meta Platforms, Inc. - Class A Common Stock (META)META
- Transaction date
- Apr 12, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALEPennsylvania · District 16
T Rowe Pr Mid-Cap Value-I
- Transaction date
- Apr 12, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALEPennsylvania · District 16
UnitedHealth Group Incorporated Common Stock (UNH)UNH
- Transaction date
- Apr 12, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALEPennsylvania · District 16
Vanguard International Value Fund #46
- Transaction date
- Apr 12, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALEPennsylvania · District 16
Verizon Communications Inc. Common Stock (VZ)VZ
- Transaction date
- Apr 12, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALEPennsylvania · District 16
AT&T Inc. (T)T
- Transaction date
- Apr 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New