PURCHASEOhio · District 1
CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)CRWD
- Transaction date
- May 23, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEIllinois · District 6
Myno Carbon Corp convertible note
- Transaction date
- May 17, 2023
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEOhio · District 1
Eli Lilly and Company Common Stock (LLY)LLY
- Transaction date
- May 11, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALEOhio · District 1
United Rentals, Inc. Common Stock (URI)URI
- Transaction date
- May 11, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEOhio · District 1
Intuitive Surgical, Inc. - Common Stock (ISRG)ISRG
- Transaction date
- May 4, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALEOhio · District 1
Parker-Hannifin Corporation Common Stock (PH)PH
- Transaction date
- May 4, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALECalifornia · District 48
Treasury Bill CUSIP 91279FN2 due 6/13/23
- Transaction date
- May 2, 2023
- Reported amount
- $5,000,001 - $25,000,000
- Owner
- Filer
- Source status
- New
SALECalifornia · District 48
US Treasury Bill CUSIP 912796ZG7 due 6/1/23
- Transaction date
- May 2, 2023
- Reported amount
- $5,000,001 - $25,000,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Georgia · District 1
Winslow Large Cap Growth
- Transaction date
- May 1, 2023
- Reported amount
- $100,001 - $250,000
- Owner
- Filer
- Source status
- Amended
SALE (PARTIAL)Ohio · District 1
Parker-Hannifin Corporation Common Stock (PH)PH
- Transaction date
- Apr 27, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEWisconsin · District 6
US Savings Bond
- Transaction date
- Apr 26, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEOhio · District 1
Ameriprise Financial, Inc. Common Stock (AMP)AMP
- Transaction date
- Apr 24, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEOhio · District 1
Analog Devices, Inc. - Common Stock (ADI)ADI
- Transaction date
- Apr 24, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEOhio · District 1
Salesforce, Inc. Common Stock (CRM)CRM
- Transaction date
- Apr 24, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALEOhio · District 1
Uber Technologies, Inc. Common Stock (UBER)UBER
- Transaction date
- Apr 24, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEMaryland · District 6
US Treasury Bill 07/20/2023
- Transaction date
- Apr 18, 2023
- Reported amount
- $1,000,001 - $5,000,000
- Owner
- Joint
- Source status
- New
PURCHASEIllinois · District 6
Myno Carbon Corp
- Transaction date
- Apr 4, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Ohio · District 1
NVIDIA Corporation - Common Stock (NVDA)NVDA
- Transaction date
- Mar 27, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)California · District 48
Treasury Bill CUSIP 912796YN3 due 4/6/23
- Transaction date
- Mar 24, 2023
- Reported amount
- $5,000,001 - $25,000,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 48
Treasury Bill CUSIP 912796YN3 due 4/6/23
- Transaction date
- Mar 15, 2023
- Reported amount
- $5,000,001 - $25,000,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Abbott Laboratories Common Stock (ABT)ABT
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Air Products and Chemicals, Inc. Common Stock (APD)APD
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
American Tower Corporation (AMT)AMT
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
American Water Works Company, Inc. Common Stock (AWK)AWK
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Analog Devices, Inc. - Common Stock (ADI)ADI
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Apple Inc. - Common Stock (AAPL)AAPL
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Automatic Data Processing, Inc. - Common Stock (ADP)ADP
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Baron Asset Fund Inst Shs (BARIX)
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Baron Emerging Markets Fd Inst Shs (BEXIX)
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
BlackRock, Inc. Common Stock (BLK)BLK
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Cisco Systems, Inc. - Common Stock (CSCO)CSCO
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Costco Wholesale Corporation - Common Stock (COST)COST
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Emerson Electric Company Common Stock (EMR)EMR
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Fidelity Advisor International Capital Appreciation Fund: Class I (FCPIX)
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Fidelity Advisor Total Bond Fund: Class I (FEPIX)
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Home Depot, Inc. (HD)HD
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Illinois Tool Works Inc. Common Stock (ITW)ITW
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Intercontinental Exchange Inc. Common Stock (ICE)ICE
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Janus Henderson Flexible Bond Fund - I Shares (JFLEX)
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Johnson & Johnson Common Stock (JNJ)JNJ
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
L3Harris Technologies, Inc. Common Stock (LHX)LHX
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
McDonald's Corporation Common Stock (MCD)MCD
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Medtronic plc. Ordinary Shares (MDT)MDT
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Neuberger Berman Genesis Institutional (NBGIX)
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
NextEra Energy, Inc. Common Stock (NEE)NEE
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Nuveen Real Estate Securities Fund Cl I (FARCX)
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Pepsico, Inc. (PEP)PEP
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Realty Income Corporation Common Stock (O)O
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Thornburg Strategic Income Fund Class 1 Shs (TSIIX)
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
UnitedHealth Group Incorporated Common Stock (UNH)UNH
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Vanguard Mega Cap Growth ETF (MGK)
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 6
Walmart Inc. Common Stock (WMT)WMT
- Transaction date
- Mar 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 48
Treasury Bill CUSIP 912796YN3 Due 4/6/23
- Transaction date
- Mar 10, 2023
- Reported amount
- $5,000,001 - $25,000,000
- Owner
- Filer
- Source status
- New
SALEOhio · District 1
BlackRock, Inc. Common Stock (BLK)BLK
- Transaction date
- Mar 9, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEOhio · District 1
Uber Technologies, Inc. Common Stock (UBER)UBER
- Transaction date
- Mar 9, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEFlorida · District 11
U.S. Treasury I Bond
- Transaction date
- Mar 8, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 48
Treasury Bill CUSIP 912796YN3 due 4/6/23
- Transaction date
- Feb 23, 2023
- Reported amount
- $5,000,001 - $25,000,000
- Owner
- Filer
- Source status
- New
PURCHASEOhio · District 7
New Water Capital II
- Transaction date
- Feb 17, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEOhio · District 7
Mercato Partners IV, LP
- Transaction date
- Feb 15, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New