PURCHASECalifornia · District 27
3 Month Bond
- Transaction date
- Mar 8, 2024
- Reported amount
- $250,001 - $500,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
CBIZ, Inc. Common Stock (CBZ)CBZ
- Transaction date
- Mar 7, 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
- Mar 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Perella Weinberg Partners - Class A Common Stock (PWP)PWP
- Transaction date
- Mar 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALETexas · District 17
US Treasury 912797GQ4
- Transaction date
- Mar 7, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Spouse
- Source status
- New
PURCHASETexas · District 17
US Treasury 912797HR1
- Transaction date
- Mar 7, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
PURCHASETexas · District 17
US Treasury 91282CFG1
- Transaction date
- Mar 7, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
PURCHASETexas · District 17
US Treasury 91282CFX4
- Transaction date
- Mar 7, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
PURCHASENorth Carolina · District 5
Hercules Capital, Inc. Common Stock (HTGC)HTGC
- Transaction date
- Mar 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEMassachusetts · District 9
CAPITAL ONE FINL CORP NOTE 7.62400% 10/30/2031
- Transaction date
- Mar 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALECalifornia · District 48
United States Treasury Bills CUSIP 912797GY7 due 3/28/24
- Transaction date
- Mar 6, 2024
- Reported amount
- $5,000,001 - $25,000,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 48
United States Treasury Bills CUSIP 912797GZ4 due 4/4/24
- Transaction date
- Mar 6, 2024
- Reported amount
- $1,000,001 - $5,000,000
- Owner
- Filer
- Source status
- New
SALECalifornia · District 48
United States Treasury Bills CUSSIP 912797GX9 due 3/14/24
- Transaction date
- Mar 6, 2024
- Reported amount
- $5,000,001 - $25,000,000
- Owner
- Filer
- Source status
- New
SALEMichigan · District 10
Labcorp Holdings Inc. Common Stock (LH)LH
- Transaction date
- Mar 6, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEMichigan · District 10
Thermo Fisher Scientific Inc Common Stock (TMO)TMO
- Transaction date
- Mar 6, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASENorth Carolina · District 5
Ardmore Shipping Corporation Common Stock (ASC)ASC
- Transaction date
- Mar 6, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEMichigan · District 10
Diageo plc Common Stock (DEO)DEO
- Transaction date
- Mar 5, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Michigan · District 10
Mondelez International, Inc. - Class A Common Stock (MDLZ)MDLZ
- Transaction date
- Mar 5, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEOklahoma · District 1
Johnson & Johnson Common Stock (JNJ)JNJ
- Transaction date
- Mar 5, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASETexas · District 37
Johnson & Johnson Common Stock (JNJ)JNJ
- Transaction date
- Mar 5, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 50
U.S Treasury Notes
- Transaction date
- Mar 5, 2024
- Reported amount
- $500,001 - $1,000,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 21
Amazon.com, Inc. - Common Stock (AMZN)AMZN
- Transaction date
- Mar 4, 2024
- Reported amount
- $350.78 exact source amount
- Owner
- Dependent child
- Source status
- New
PURCHASEFlorida · District 21
AT&T Inc. (T)T
- Transaction date
- Mar 4, 2024
- Reported amount
- $172.00 exact source amount
- Owner
- Dependent child
- Source status
- New
PURCHASEFlorida · District 21
AT&T Inc. (T)T
- Transaction date
- Mar 4, 2024
- Reported amount
- $223.60 exact source amount
- Owner
- Dependent child
- Source status
- New
PURCHASECalifornia · District 11
Forge Investments, LLC
- Transaction date
- Mar 4, 2024
- Reported amount
- $1,000,001 - $5,000,000
- Owner
- Spouse
- Source status
- New
SALETexas · District 25
Pfizer, Inc. Common Stock (PFE)PFE
- Transaction date
- Mar 4, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALENew York · District 3
NVIDIA Corporation - Common Stock (NVDA)NVDA
- Transaction date
- Mar 4, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASENorth Carolina · District 5
Ardmore Shipping Corporation Common Stock (ASC)ASC
- Transaction date
- Mar 4, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEMichigan · District 10
Electronic Arts Inc. - Common Stock (EA)EA
- Transaction date
- Mar 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALENew Jersey · District 5
HCA Healthcare, Inc. Common Stock (HCA)HCA
- Transaction date
- Mar 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALEMassachusetts · District 5
New York Community Bancorp, Inc. Common Stock (NYCB)NYCB
- Transaction date
- Mar 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEMassachusetts · District 5
New York Community Bancorp, Inc. Common Stock (NYCB)NYCB
- Transaction date
- Mar 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Texas · District 26
Walgreens Boots Alliance, Inc. - Common Stock (WBA)WBA
- Transaction date
- Mar 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALETexas · District 25
Pfizer, Inc. Common Stock (PFE)PFE
- Transaction date
- Mar 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASETexas · District 25
Pfizer, Inc. Common Stock (PFE)PFE
- Transaction date
- Mar 1, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALENew Jersey · District 5
Freeport-McMoRan, Inc. Common Stock (FCX)FCX
- Transaction date
- Feb 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEFlorida · District 27
UNITED STATE TREASURY BILL
- Transaction date
- Feb 29, 2024
- Reported amount
- $500,001 - $1,000,000
- Owner
- Spouse
- Source status
- New
PURCHASETexas · District 17
Apple Inc. - Common Stock (AAPL)AAPL
- Transaction date
- Feb 29, 2024
- Reported amount
- $360.00 exact source amount
- Owner
- Spouse
- Source status
- New
PURCHASETexas · District 17
Visa Inc. (V)V
- Transaction date
- Feb 29, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)California · District 50
U.S Treasury Bills
- Transaction date
- Feb 29, 2024
- Reported amount
- $500,001 - $1,000,000
- Owner
- Spouse
- Source status
- New
SALEWashington · District 1
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- Feb 29, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 25
New Gold Inc. (NGD)NGD
- Transaction date
- Feb 28, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALENorth Carolina · District 5
Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A)DUK$A
- Transaction date
- Feb 28, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Joint
- Source status
- New
SALEMassachusetts · District 9
Boeing Company (BA)BA
- Transaction date
- Feb 28, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEMassachusetts · District 9
Transdigm Group Incorporated Common Stock (TDG)TDG
- Transaction date
- Feb 28, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Massachusetts · District 9
United Rentals, Inc. Common Stock (URI)URI
- Transaction date
- Feb 28, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALECalifornia · District 48
United States Treasury Bills CUSIP 912797GP6 due 2/29/24
- Transaction date
- Feb 27, 2024
- Reported amount
- $1,000,001 - $5,000,000
- Owner
- Filer
- Source status
- New
PURCHASENorth Carolina · District 5
Ardmore Shipping Corporation Common Stock (ASC)ASC
- Transaction date
- Feb 27, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
L'Oreal Co. American Depositary Shares (LRLCY)LRLCY
- Transaction date
- Feb 26, 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
- Feb 26, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
SALETexas · District 26
Best Buy Co., Inc. Common Stock (BBY)BBY
- Transaction date
- Feb 26, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
PURCHASENorth Carolina · District 5
Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP)ARLP
- Transaction date
- Feb 26, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENorth Carolina · District 5
FLEX LNG Ltd. Ordinary Shares (FLNG)FLNG
- Transaction date
- Feb 26, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEPennsylvania · District 9
US Treasury Bill
- Transaction date
- Feb 23, 2024
- Reported amount
- $250,001 - $500,000
- Owner
- Spouse
- Source status
- New
PURCHASEMichigan · District 10
Electronic Arts Inc. - Common Stock (EA)EA
- Transaction date
- Feb 23, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEOklahoma · District 1
CITIGROUP GLOBAL MKTS HLDGS IN SER N 0.00000% 08/20/2027 MTN ZERO CPN
- Transaction date
- Feb 23, 2024
- Reported amount
- $250,001 - $500,000
- Owner
- Joint
- Source status
- New
SALETexas · District 26
Best Buy Co., Inc. Common Stock (BBY)BBY
- Transaction date
- Feb 23, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASENorth Carolina · District 5
Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP)ARLP
- Transaction date
- Feb 23, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENorth Carolina · District 5
Ardmore Shipping Corporation Common Stock (ASC)ASC
- Transaction date
- Feb 23, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENorth Carolina · District 5
FLEX LNG Ltd. Ordinary Shares (FLNG)FLNG
- Transaction date
- Feb 23, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New