SALEUtah · District 1
Johnson & Johnson (JNJ)JNJ
- Transaction date
- Jan 19, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEUtah · District 1
Johnson & Johnson (JNJ)JNJ
- Transaction date
- Jan 19, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEUtah · District 1
Meta Platforms, Inc. - Class A (META)META
- Transaction date
- Jan 19, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEUtah · District 1
Meta Platforms, Inc. - Class A (META)META
- Transaction date
- Jan 19, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEUtah · District 1
Meta Platforms, Inc. - Class A (META)META
- Transaction date
- Jan 19, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEUtah · District 1
Microsoft Corporation (MSFT)MSFT
- Transaction date
- Jan 19, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEUtah · District 1
Microsoft Corporation (MSFT)MSFT
- Transaction date
- Jan 19, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEUtah · District 1
Microsoft Corporation (MSFT)MSFT
- Transaction date
- Jan 19, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEUtah · District 1
RTX Corporation (RTX)RTX
- Transaction date
- Jan 19, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEUtah · District 1
RTX Corporation (RTX)RTX
- Transaction date
- Jan 19, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEUtah · District 1
SPDR S&P 500 (SPY)SPY
- Transaction date
- Jan 19, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Filer
- Source status
- New
PURCHASEUtah · District 1
SPDR S&P 500 (SPY)SPY
- Transaction date
- Jan 19, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEUtah · District 1
SPDR S&P 500 (SPY)SPY
- Transaction date
- Jan 19, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEUtah · District 1
Vanguard Growth ETF (VUG)VUG
- Transaction date
- Jan 19, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEUtah · District 1
Vanguard Growth ETF (VUG)VUG
- Transaction date
- Jan 19, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEUtah · District 1
Vanguard Growth ETF (VUG)VUG
- Transaction date
- Jan 19, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Filer
- Source status
- New
SALEUtah · District 1
Walt Disney Company (DIS)DIS
- Transaction date
- Jan 19, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEUtah · District 1
Walt Disney Company (DIS)DIS
- Transaction date
- Jan 19, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALELouisiana · District 6
Coinbase Global, Inc. - Class A Common Stock (COIN)COIN
- Transaction date
- Jan 19, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEIllinois · District 1
Lam Research Corporation - Common Stock (LRCX)LRCX
- Transaction date
- Jan 19, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
PURCHASEWashington · District 1
New York N Y Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044
- Transaction date
- Jan 19, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALEMichigan · District 10
Bristol-Myers Squibb Company Common Stock (BMY)BMY
- Transaction date
- Jan 18, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 5
Air Products and Chemicals, Inc. Common Stock (APD)APD
- Transaction date
- Jan 18, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Apple Inc. - Common Stock (AAPL)AAPL
- Transaction date
- Jan 18, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- Jan 18, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)TSM
- Transaction date
- Jan 18, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEIndiana · District 2
Treasury Bill (3-Month, Matures 04/18/2024)
- Transaction date
- Jan 18, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 50
U.S Treasury Bills
- Transaction date
- Jan 18, 2024
- Reported amount
- $250,001 - $500,000
- Owner
- Spouse
- Source status
- New
PURCHASENorth Carolina · District 5
Energy Transfer LP Common Units (ET)ET
- Transaction date
- Jan 18, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALEMassachusetts · District 9
AT&T INC SER B NOTE 4.30000% 02/15/2030 CALL MAKE WHOLE
- Transaction date
- Jan 18, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEMassachusetts · District 9
BANK AMERICA CORP SER N MTN 6.20400% 11/10/2028 CALL MAKE WHOLE
- Transaction date
- Jan 18, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEIllinois · District 1
Regeneron Pharmaceuticals, Inc. - Common Stock (REGN)REGN
- Transaction date
- Jan 17, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALEIllinois · District 1
Wayfair Inc. Class A Common Stock (W)W
- Transaction date
- Jan 17, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
SALEGeorgia · District 12
BlackRock, Inc. Common Stock (BLK)BLK
- Transaction date
- Jan 17, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Spouse
- Source status
- New
PURCHASECalifornia · District 50
Lynett Capital Partners III, LP
- Transaction date
- Jan 17, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Spouse
- Source status
- New
SALENorth Carolina · District 5
Cross Timbers Royalty Trust (CRT)CRT
- Transaction date
- Jan 17, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
PURCHASENorth Carolina · District 5
Energy Transfer LP Common Units (ET)ET
- Transaction date
- Jan 17, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENorth Carolina · District 5
Schwab U.S. Large-Cap ETF (SCHX)SCHX
- Transaction date
- Jan 17, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALEOregon · District 2
US Treasury Note 1.25% - Jan 15, 2024
- Transaction date
- Jan 16, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 7
U.S. Treasury Note due 12/15/2024
- Transaction date
- Jan 16, 2024
- Reported amount
- $500,001 - $1,000,000
- Owner
- Spouse
- Source status
- New
PURCHASECalifornia · District 7
U.S. Treasury Note due 12/15/2025
- Transaction date
- Jan 16, 2024
- Reported amount
- Spouse/DC Over $1,000,000
- Owner
- Spouse
- Source status
- New
PURCHASECalifornia · District 7
U.S. Treasury Note due 3/15/2025
- Transaction date
- Jan 16, 2024
- Reported amount
- Spouse/DC Over $1,000,000
- Owner
- Spouse
- Source status
- New
PURCHASECalifornia · District 7
U.S. Treasury Note due 3/15/2026
- Transaction date
- Jan 16, 2024
- Reported amount
- Spouse/DC Over $1,000,000
- Owner
- Spouse
- Source status
- New
PURCHASECalifornia · District 7
U.S. Treasury Note due 6/15/2025
- Transaction date
- Jan 16, 2024
- Reported amount
- Spouse/DC Over $1,000,000
- Owner
- Spouse
- Source status
- New
PURCHASECalifornia · District 7
U.S. Treasury Note due 9/15/2025
- Transaction date
- Jan 16, 2024
- Reported amount
- Spouse/DC Over $1,000,000
- Owner
- Spouse
- Source status
- New
SALENorth Carolina · District 6
Echo Street GoodCo Select, LP
- Transaction date
- Jan 16, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
SALENorth Carolina · District 5
Altria Group, Inc. (MO)MO
- Transaction date
- Jan 16, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENorth Carolina · District 5
Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A)DUK$A
- Transaction date
- Jan 16, 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
- Jan 16, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
PURCHASENorth Carolina · District 5
Hercules Capital, Inc. (HTGC)HTGC
- Transaction date
- Jan 16, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
PURCHASEIllinois · District 1
Cardinal Health, Inc. Common Stock (CAH)CAH
- Transaction date
- Jan 12, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Charles Schwab Corporation (SCHW)SCHW
- Transaction date
- Jan 12, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEOklahoma · District 1
Costco Wholesale Corporation - Common Stock (COST)COST
- Transaction date
- Jan 12, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALETexas · District 26
Blackstone Inc. (BX)BX
- Transaction date
- Jan 12, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALETexas · District 26
Valero Energy Corporation (VLO)VLO
- Transaction date
- Jan 12, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 5
Allegro MicroSystems, Inc. - Common Stock (ALGM)ALGM
- Transaction date
- Jan 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY)ALNY
- Transaction date
- Jan 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Chart Industries, Inc. (GTLS)GTLS
- Transaction date
- Jan 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Credicorp Ltd. Common Stock (BAP)BAP
- Transaction date
- Jan 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
EEN ENERGY HLDGS UNSP/ADR (XNGSY)XNGSY
- Transaction date
- Jan 11, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New