Barbara M. Barrett Stock Trades
Secretary of the Air ForceFormer member
- Trades on file
- 288
- Buys / sells
- 205 / 83
- Last trade
- Jan 13, 2021
- Typical amount
- $100,001 – $250,000
Barbara M. Barrett's trading activity
Barbara M. Barrett has 288 stock and securities transactions on file in periodic transaction reports filed under the STOCK Act. The most frequently reported tickers are IVW (10 trades), IYT (10 trades) and EXPO (9 trades). Across all reported trades, 205 were purchases and 83 were sales (full or partial).
The most recent reported transaction is dated Jan 13, 2021, and the latest report was filed on Apr 14, 2021. The most common reported amount range is $100,001 – $250,000; the forms list value ranges rather than exact amounts.
Summary generated from market data by MetaCap's automated system. Methodology
Trades by year
| Year | Trades |
|---|---|
| 2021 | 8 |
| 2020 | 280 |
Stocks Barbara M. Barrett trades most
| Stock | Trades | Buys | Sells |
|---|---|---|---|
| IVWiShares S&P 500 Growth ETF | 10 | 4 | 6 |
| IYTiShares U.S. Transportation ETF | 10 | 6 | 4 |
| EXPOExponent | 9 | 0 | 9 |
| INTCIntel | 9 | 0 | 9 |
| SPYState Street SPDR S&P 500 ETF | 6 | 6 | 0 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | 5 | 5 | 0 |
| IYWiShares U.S. Technology ETF | 4 | 2 | 2 |
| FLOTiShares Floating Rate Bond ETF | 4 | 4 | 0 |
| VONGVanguard Russell 1000 Growth ETF | 4 | 4 | 0 |
| IJRiShares Core S&P Small-Cap ETF | 4 | 4 | 0 |
| IEMGiShares Core MSCI Emerging Markets ETF | 4 | 4 | 0 |
| IEFAiShares Core MSCI EAFE ETF | 4 | 4 | 0 |
| IWRiShares Russell Mid-Cap ETF | 4 | 4 | 0 |
| LUMNLumen Technologies | 4 | 0 | 4 |
| DVYiShares Select Dividend ETF | 4 | 4 | 0 |
Barbara M. Barrett trade history
| Asset | Type | Amount | Traded | Filing |
|---|---|---|---|---|
| Impele Holdings LLCother | Buy | $15,001 – $50,000 | Jan 13, 2021 | Filing for Barbara M. Barrett Impele Holdings LLC trade |
| Impele Holdings LLCother | Buy | $15,001 – $50,000 | Jan 13, 2021 | Filing for Barbara M. Barrett Impele Holdings LLC trade |
| IVWiShares S&P 500 Growth ETF | Sell | $1,001 – $15,000 | Jan 6, 2021 | Filing for Barbara M. Barrett IVW trade |
| Eaton Vance Global Macro Absolute Return Advantage Fund Class I Shares (EGRIX)fund | Buy | $1,001 – $15,000 | Jan 5, 2021 | Filing for Barbara M. Barrett Eaton Vance Global Macro Absolute Return Advantage Fund Class I Shares (EGRIX) trade |
| Eaton Vance High Yield Municipal Income Fund Class I Shares (EIHYX)fund | Buy | $15,001 – $50,000 | Jan 5, 2021 | Filing for Barbara M. Barrett Eaton Vance High Yield Municipal Income Fund Class I Shares (EIHYX) trade |
| Franklin Federal Intermediate-Term Tax-Free Income Fund Advisor Class Shares (FITZX)fund | Buy | $1,001 – $15,000 | Jan 5, 2021 | Filing for Barbara M. Barrett Franklin Federal Intermediate-Term Tax-Free Income Fund Advisor Class Shares (FITZX) trade |
| Lord Abbett National Tax Free Fund Class F Shares (LANFX)fund | Buy | $15,001 – $50,000 | Jan 5, 2021 | Filing for Barbara M. Barrett Lord Abbett National Tax Free Fund Class F Shares (LANFX) trade |
| Blackstone Alternative Multi-Strategy Fund Class I Shares (BXMIX)fund | Buy | $15,001 – $50,000 | Jan 4, 2021 | Filing for Barbara M. Barrett Blackstone Alternative Multi-Strategy Fund Class I Shares (BXMIX) trade |
| Impele Holdings LLCother | Buy | $100,001 – $250,000 | Dec 4, 2020 | Filing for Barbara M. Barrett Impele Holdings LLC trade |
| Impele Holdings LLCother | Buy | $100,001 – $250,000 | Dec 4, 2020 | Filing for Barbara M. Barrett Impele Holdings LLC trade |
| IVWiShares S&P 500 Growth ETF | Sell | $500,001 – $1,000,000 | Nov 18, 2020 | Filing for Barbara M. Barrett IVW trade |
| IVWiShares S&P 500 Growth ETF | Sell | $500,001 – $1,000,000 | Nov 18, 2020 | Filing for Barbara M. Barrett IVW trade |
| XTNState Street SPDR S&P Transportation ETF | Buy | $15,001 – $50,000 | Nov 9, 2020 | Filing for Barbara M. Barrett XTN trade |
| AWAYAmplify Travel Tech ETF | Buy | $15,001 – $50,000 | Nov 9, 2020 | Filing for Barbara M. Barrett AWAY trade |
| Impele Holdings, LLCother | Buy | $100,001 – $250,000 | Nov 2, 2020 | Filing for Barbara M. Barrett Impele Holdings, LLC trade |
| Impele Holdings, LLCother | Buy | $100,001 – $250,000 | Nov 2, 2020 | Filing for Barbara M. Barrett Impele Holdings, LLC trade |
| IYTiShares U.S. Transportation ETF | Sell | $15,001 – $50,000 | Oct 30, 2020 | Filing for Barbara M. Barrett IYT trade |
| IYWiShares U.S. Technology ETF | Sell | $15,001 – $50,000 | Oct 30, 2020 | Filing for Barbara M. Barrett IYW trade |
| IYTiShares U.S. Transportation ETF | Sell | $15,001 – $50,000 | Oct 30, 2020 | Filing for Barbara M. Barrett IYT trade |
| IYWiShares U.S. Technology ETF | Sell | $15,001 – $50,000 | Oct 30, 2020 | Filing for Barbara M. Barrett IYW trade |
| IYTiShares U.S. Transportation ETF | Sell | $15,001 – $50,000 | Oct 30, 2020 | Filing for Barbara M. Barrett IYT trade |
| IYTiShares U.S. Transportation ETF | Sell | $15,001 – $50,000 | Oct 30, 2020 | Filing for Barbara M. Barrett IYT trade |
| Impele Holdings LLCother | Buy | $50,001 – $100,000 | Oct 6, 2020 | Filing for Barbara M. Barrett Impele Holdings LLC trade |
| Impele Holdings LLCother | Buy | $50,001 – $100,000 | Oct 6, 2020 | Filing for Barbara M. Barrett Impele Holdings LLC trade |
| IVWiShares S&P 500 Growth ETF | Sell | $500,001 – $1,000,000 | Sep 25, 2020 | Filing for Barbara M. Barrett IVW trade |
| IVWiShares S&P 500 Growth ETF | Sell | $500,001 – $1,000,000 | Sep 25, 2020 | Filing for Barbara M. Barrett IVW trade |
| IVWiShares S&P 500 Growth ETF | Sell | $500,001 – $1,000,000 | Sep 25, 2020 | Filing for Barbara M. Barrett IVW trade |
| Impele Holdings LLCother | Buy | $50,001 – $100,000 | Sep 2, 2020 | Filing for Barbara M. Barrett Impele Holdings LLC trade |
| Impele Holdings LLCother | Buy | $50,001 – $100,000 | Sep 2, 2020 | Filing for Barbara M. Barrett Impele Holdings LLC trade |
| Impele Holdings LLCother | Buy | $50,001 – $100,000 | Sep 2, 2020 | Filing for Barbara M. Barrett Impele Holdings LLC trade |
| Impele Holdingsstock | Buy | $50,001 – $100,000 | Aug 6, 2020 | Filing for Barbara M. Barrett Impele Holdings trade |
| Impele Holdingsstock | Buy | $50,001 – $100,000 | Jul 1, 2020 | Filing for Barbara M. Barrett Impele Holdings trade |
| ETF JETSetf | Buy | $15,001 – $50,000 | Jun 8, 2020 | Filing for Barbara M. Barrett ETF JETS trade |
| Impele Holdings Ltdstock | Buy | $100,001 – $250,000 | Jun 1, 2020 | Filing for Barbara M. Barrett Impele Holdings Ltd trade |
| Dodge & Cox Balanced Fund (DODBX)fund | Buy | $15,001 – $50,000 | May 8, 2020 | Filing for Barbara M. Barrett Dodge & Cox Balanced Fund (DODBX) trade |
| Impele Holdingsstock | Buy | $100,001 – $250,000 | May 4, 2020 | Filing for Barbara M. Barrett Impele Holdings trade |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | Buy | $1,001 – $15,000 | Apr 9, 2020 | Filing for Barbara M. Barrett LQD trade |
| IYTiShares U.S. Transportation ETF | Buy | $1,001 – $15,000 | Apr 9, 2020 | Filing for Barbara M. Barrett IYT trade |
| IYWiShares U.S. Technology ETF | Buy | $1,001 – $15,000 | Apr 9, 2020 | Filing for Barbara M. Barrett IYW trade |
| SPYState Street SPDR S&P 500 ETF Trust | Buy | $1,001 – $15,000 | Apr 9, 2020 | Filing for Barbara M. Barrett SPY trade |
| IYHiShares U.S. Healthcare ETF | Buy | $15,001 – $50,000 | Apr 9, 2020 | Filing for Barbara M. Barrett IYH trade |
| SPYState Street SPDR S&P 500 ETF Trust | Buy | $1,001 – $15,000 | Apr 8, 2020 | Filing for Barbara M. Barrett SPY trade |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | Buy | $1,001 – $15,000 | Apr 8, 2020 | Filing for Barbara M. Barrett LQD trade |
| IYWiShares U.S. Technology ETF | Buy | $1,001 – $15,000 | Apr 8, 2020 | Filing for Barbara M. Barrett IYW trade |
| IYTiShares U.S. Transportation ETF | Buy | $1,001 – $15,000 | Apr 8, 2020 | Filing for Barbara M. Barrett IYT trade |
| SPYState Street SPDR S&P 500 ETF Trust | Buy | $1,001 – $15,000 | Apr 7, 2020 | Filing for Barbara M. Barrett SPY trade |
| GNMAiShares GNMA Bond ETF | Buy | $15,001 – $50,000 | Apr 7, 2020 | Filing for Barbara M. Barrett GNMA trade |
| GNMAiShares GNMA Bond ETF | Buy | $1,001 – $15,000 | Apr 7, 2020 | Filing for Barbara M. Barrett GNMA trade |
| IYTiShares U.S. Transportation ETF | Buy | $1,001 – $15,000 | Apr 7, 2020 | Filing for Barbara M. Barrett IYT trade |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | Buy | $1,001 – $15,000 | Apr 7, 2020 | Filing for Barbara M. Barrett LQD trade |
| IYTiShares U.S. Transportation ETF | Buy | $1,001 – $15,000 | Mar 30, 2020 | Filing for Barbara M. Barrett IYT trade |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | Buy | $1,001 – $15,000 | Mar 30, 2020 | Filing for Barbara M. Barrett LQD trade |
| FS CREDIT REAL ESTATE INCOME TRUSTstock | Buy | $1,000,001 – $5,000,000 | Mar 26, 2020 | Filing for Barbara M. Barrett FS CREDIT REAL ESTATE INCOME TRUST trade |
| ACAP STRATEGIC FUNDfund | Buy | $1,000,001 – $5,000,000 | Mar 26, 2020 | Filing for Barbara M. Barrett ACAP STRATEGIC FUND trade |
| SPYState Street SPDR S&P 500 ETF Trust | Buy | $15,001 – $50,000 | Mar 26, 2020 | Filing for Barbara M. Barrett SPY trade |
| SPYState Street SPDR S&P 500 ETF Trust | Buy | $15,001 – $50,000 | Mar 26, 2020 | Filing for Barbara M. Barrett SPY trade |
| IYTiShares U.S. Transportation ETF | Buy | $1,001 – $15,000 | Mar 26, 2020 | Filing for Barbara M. Barrett IYT trade |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | Buy | $1,001 – $15,000 | Mar 25, 2020 | Filing for Barbara M. Barrett LQD trade |
| SPYState Street SPDR S&P 500 ETF Trust | Buy | $15,001 – $50,000 | Mar 25, 2020 | Filing for Barbara M. Barrett SPY trade |
| IYTiShares U.S. Transportation ETF | Buy | $1,001 – $15,000 | Mar 25, 2020 | Filing for Barbara M. Barrett IYT trade |
| PFFiShares Preferred and Income Securities ETF | Sell | $50,001 – $100,000 | Mar 25, 2020 | Filing for Barbara M. Barrett PFF trade |
| iShares iBoxx $ Invest Grade Corp Bondetf | Sell | $50,001 – $100,000 | Mar 25, 2020 | Filing for Barbara M. Barrett iShares iBoxx $ Invest Grade Corp Bond trade |
| iShares iBoxx $ Invest Grade Corp Bondetf | Sell | $15,001 – $50,000 | Mar 25, 2020 | Filing for Barbara M. Barrett iShares iBoxx $ Invest Grade Corp Bond trade |
| REAL ESTATE SHARED PROPERTYstock | Buy | $100,001 – $250,000 | Mar 23, 2020 | Filing for Barbara M. Barrett REAL ESTATE SHARED PROPERTY trade |
| Blackrock Multi Asset Income CL K (BKMIXstock | Sell | $100,001 – $250,000 | Mar 23, 2020 | Filing for Barbara M. Barrett Blackrock Multi Asset Income CL K (BKMIX trade |
| IMPELE HOLDINGSstock | Buy | $50,001 – $100,000 | Mar 10, 2020 | Filing for Barbara M. Barrett IMPELE HOLDINGS trade |
| TALLWAVE CAPITALstock | Buy | $250,001 – $500,000 | Mar 10, 2020 | Filing for Barbara M. Barrett TALLWAVE CAPITAL trade |
| ISHARES SHORT MATURITY BOND (ETF)etf | Buy | $100,001 – $250,000 | Mar 4, 2020 | Filing for Barbara M. Barrett ISHARES SHORT MATURITY BOND (ETF) trade |
| FLOTiShares Floating Rate Bond ETF | Buy | $100,001 – $250,000 | Mar 4, 2020 | Filing for Barbara M. Barrett FLOT trade |
| ISH TR CORE DIVID GROWTH (ETF)etf | Buy | $250,001 – $500,000 | Mar 4, 2020 | Filing for Barbara M. Barrett ISH TR CORE DIVID GROWTH (ETF) trade |
| ISHARES INTERMEDIATE TERM CORPetf | Buy | $100,001 – $250,000 | Mar 4, 2020 | Filing for Barbara M. Barrett ISHARES INTERMEDIATE TERM CORP trade |
| HDViShares Core High Dividend ETF | Buy | $250,001 – $500,000 | Mar 4, 2020 | Filing for Barbara M. Barrett HDV trade |
| IVWiShares S&P 500 Growth ETF | Buy | $100,001 – $250,000 | Mar 4, 2020 | Filing for Barbara M. Barrett IVW trade |
| ISHARES EDGE MSCI MIN VOL USA (ETF)etf | Buy | $100,001 – $250,000 | Mar 4, 2020 | Filing for Barbara M. Barrett ISHARES EDGE MSCI MIN VOL USA (ETF) trade |
| ISHARES EDGE MSCI MIN VOL (EAFE ETF)etf | Buy | $100,001 – $250,000 | Mar 4, 2020 | Filing for Barbara M. Barrett ISHARES EDGE MSCI MIN VOL (EAFE ETF) trade |
| IJRiShares Core S&P Small-Cap ETF | Buy | $100,001 – $250,000 | Mar 4, 2020 | Filing for Barbara M. Barrett IJR trade |
| IJHiShares Core S&P Mid-Cap ETF | Buy | $100,001 – $250,000 | Mar 4, 2020 | Filing for Barbara M. Barrett IJH trade |
| TIPiShares TIPS Bond ETF | Buy | $15,001 – $50,000 | Mar 4, 2020 | Filing for Barbara M. Barrett TIP trade |
| EATON VANCE GLOBAL MACRO ABS RETstock | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett EATON VANCE GLOBAL MACRO ABS RET trade |
| DVYiShares Select Dividend ETF | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett DVY trade |
| IWRiShares Russell Mid-Cap ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett IWR trade |
| AMER BEACON AHL MDGO FUT STR Ystock | Buy | $100,001 – $250,000 | Mar 2, 2020 | Filing for Barbara M. Barrett AMER BEACON AHL MDGO FUT STR Y trade |
| Lazard Emerg Mkts Core EQ1 (ECEIX)other | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett Lazard Emerg Mkts Core EQ1 (ECEIX) trade |
| John Hancock Seaport Long/Short Fundfund | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett John Hancock Seaport Long/Short Fund trade |
| VONGVanguard Russell 1000 Growth ETF | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett VONG trade |
| VONVVanguard Russell 1000 Value ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett VONV trade |
| BLACKSTONE ALT MULT-STRAT INSTstock | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett BLACKSTONE ALT MULT-STRAT INST trade |
| IEFAiShares Core MSCI EAFE ETF | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett IEFA trade |
| IEMGiShares Core MSCI Emerging Markets ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett IEMG trade |
| WESTERN ASSET MACRO OPPORT Istock | Buy | $100,001 – $250,000 | Mar 2, 2020 | Filing for Barbara M. Barrett WESTERN ASSET MACRO OPPORT I trade |
| FRANKLIN FED INTM TRM TXFR ADVstock | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett FRANKLIN FED INTM TRM TXFR ADV trade |
| EATON VANCE HIGH YIELD MUNI INCOMEbond | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett EATON VANCE HIGH YIELD MUNI INCOME trade |
| HARDING LOEVNER INTL EQTY INSTstock | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett HARDING LOEVNER INTL EQTY INST trade |
| LRGEClearBridge Large Cap Growth Select ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett LRGE trade |
| CAUSEWAY INTL VALUE INSTL (CIVIX)stock | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett CAUSEWAY INTL VALUE INSTL (CIVIX) trade |
| LORD ABBETT NATL TX FR INC F (LANFX)stock | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett LORD ABBETT NATL TX FR INC F (LANFX) trade |
| BLACKROCK EVENT DRIVEN 31 INSTother | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett BLACKROCK EVENT DRIVEN 31 INST trade |
| JP MORGAN EQUITY INCOME (HLIEX)stock | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett JP MORGAN EQUITY INCOME (HLIEX) trade |
| E V GLOBAL MACRO ABS RET ADV Istock | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett E V GLOBAL MACRO ABS RET ADV I trade |
| IWRiShares Russell Mid-Cap ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett IWR trade |
| DVYiShares Select Dividend ETF | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett DVY trade |
| AMERICAN BEACON AHL MNGD (AHLYX)stock | Buy | $100,001 – $250,000 | Mar 2, 2020 | Filing for Barbara M. Barrett AMERICAN BEACON AHL MNGD (AHLYX) trade |
| LAZARD EMERG MKTS CORE EQ I (ECEIX)stock | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett LAZARD EMERG MKTS CORE EQ I (ECEIX) trade |
| JHF SEAPORT LONG/SHORT FUND Ifund | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett JHF SEAPORT LONG/SHORT FUND I trade |
| VONGVanguard Russell 1000 Growth ETF | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett VONG trade |
| VONVVanguard Russell 1000 Value ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett VONV trade |
| IEFAiShares Core MSCI EAFE ETF | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett IEFA trade |
| BLACKSTONE ALT MULT-STRAT INSTstock | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett BLACKSTONE ALT MULT-STRAT INST trade |
| IEMGiShares Core MSCI Emerging Markets ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett IEMG trade |
| BLACKROCK EVENT DRIVEN EQ INSTstock | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett BLACKROCK EVENT DRIVEN EQ INST trade |
| EV HIGH YIELD MUNI INCOME I (EIHYX)bond | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett EV HIGH YIELD MUNI INCOME I (EIHYX) trade |
| CAUSEWAY INTL VALUE INSTL (CIVIX)stock | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett CAUSEWAY INTL VALUE INSTL (CIVIX) trade |
| LRGEClearBridge Large Cap Growth Select ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett LRGE trade |
| WESTERN ASSET MACRO OPPORT Istock | Buy | $100,001 – $250,000 | Mar 2, 2020 | Filing for Barbara M. Barrett WESTERN ASSET MACRO OPPORT I trade |
| LORD ABBOT NATL TX FR INC F (LANFX)stock | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett LORD ABBOT NATL TX FR INC F (LANFX) trade |
| FRANKLIN FED INTM TRM TXFR ADVstock | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett FRANKLIN FED INTM TRM TXFR ADV trade |
| HARDING LOEVNER INTL EQTY INSTstock | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett HARDING LOEVNER INTL EQTY INST trade |
| JP MORGAN EQUITY INCOME I (HLIEX)stock | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett JP MORGAN EQUITY INCOME I (HLIEX) trade |
| E V GLOBAL MACRO ABS RET ADV Istock | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett E V GLOBAL MACRO ABS RET ADV I trade |
| IWRiShares Russell Mid-Cap ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett IWR trade |
| AMERICAN BEACON AHL MNGD (AHLYX)stock | Buy | $100,001 – $250,000 | Mar 2, 2020 | Filing for Barbara M. Barrett AMERICAN BEACON AHL MNGD (AHLYX) trade |
| DVYiShares Select Dividend ETF | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett DVY trade |
| JHF SEAPORT LONG/SHORT FUND Ifund | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett JHF SEAPORT LONG/SHORT FUND I trade |
| LAZARD EMERG MKTS CORE EQ I (ECEIX)stock | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett LAZARD EMERG MKTS CORE EQ I (ECEIX) trade |
| VONGVanguard Russell 1000 Growth ETF | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett VONG trade |
| VONVVanguard Russell 1000 Value ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett VONV trade |
| WESTERN ASSET MACRO OPPORT Istock | Buy | $100,001 – $250,000 | Mar 2, 2020 | Filing for Barbara M. Barrett WESTERN ASSET MACRO OPPORT I trade |
| BLACKSTONE ALT MULT-STRAT INSTstock | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett BLACKSTONE ALT MULT-STRAT INST trade |
| IEFAiShares Core MSCI EAFE ETF | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett IEFA trade |
| IEMGiShares Core MSCI Emerging Markets ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett IEMG trade |
| EV HIGH YIELD MUNI INCOME I (EIHYX)bond | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett EV HIGH YIELD MUNI INCOME I (EIHYX) trade |
| CAUSEWAY INTL VALUE INSTL (CIVIX)stock | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett CAUSEWAY INTL VALUE INSTL (CIVIX) trade |
| LRGEClearBridge Large Cap Growth Select ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett LRGE trade |
| HARDING LOEVNER INTL EQTY INSTstock | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett HARDING LOEVNER INTL EQTY INST trade |
| LORD ABBOT NATL TX FR INC F (LANFX)stock | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett LORD ABBOT NATL TX FR INC F (LANFX) trade |
| BLACKROCK EVENT DRIVEN EQ INSTstock | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett BLACKROCK EVENT DRIVEN EQ INST trade |
| JP MORGAN EQUITY INCOME I (HLIEX)stock | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett JP MORGAN EQUITY INCOME I (HLIEX) trade |
| FRANKLIN FED INTM TRM TXFR ADVstock | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett FRANKLIN FED INTM TRM TXFR ADV trade |
| E V GLOBAL MACRO ABS RET ADV I (EGRIX)stock | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett E V GLOBAL MACRO ABS RET ADV I (EGRIX) trade |
| IWRiShares Russell Mid-Cap ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett IWR trade |
| DVYiShares Select Dividend ETF | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett DVY trade |
| AMERICAN BEACON AHL MNGD (AHLYX)stock | Buy | $100,001 – $250,000 | Mar 2, 2020 | Filing for Barbara M. Barrett AMERICAN BEACON AHL MNGD (AHLYX) trade |
| LAZARD EMERG MKTS CORE EQ I (ECEIX)stock | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett LAZARD EMERG MKTS CORE EQ I (ECEIX) trade |
| JHF SEAPORT LONG/SHORT FUND I (JSFDX)fund | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett JHF SEAPORT LONG/SHORT FUND I (JSFDX) trade |
| VONGVanguard Russell 1000 Growth ETF | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett VONG trade |
| VONVVanguard Russell 1000 Value ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett VONV trade |
| BLACKSTONE ALT MULT-STRAT INST (BXMIX)stock | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett BLACKSTONE ALT MULT-STRAT INST (BXMIX) trade |
| IEFAiShares Core MSCI EAFE ETF | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett IEFA trade |
| IEMGiShares Core MSCI Emerging Markets ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett IEMG trade |
| WESTERN ASSET MACRO OPPORT I (LAOIX)stock | Buy | $100,001 – $250,000 | Mar 2, 2020 | Filing for Barbara M. Barrett WESTERN ASSET MACRO OPPORT I (LAOIX) trade |
| EV HIGH YIELD MUNI INCOME I (EIHYX)bond | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett EV HIGH YIELD MUNI INCOME I (EIHYX) trade |
| FRANKLIN FED INTM TRM TXFR ADV (FITZX)stock | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett FRANKLIN FED INTM TRM TXFR ADV (FITZX) trade |
| HARDING LOEVNER INTL EQTY INST (HLMIX)stock | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett HARDING LOEVNER INTL EQTY INST (HLMIX) trade |
| CLEARBRIDGE LARGE CAP GWTH I (SBLYX)stock | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett CLEARBRIDGE LARGE CAP GWTH I (SBLYX) trade |
| CAUSEWAY INTL VALUE INSTL (CIVIX)stock | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett CAUSEWAY INTL VALUE INSTL (CIVIX) trade |
| LORD ABBOT NATL TX FR INC F (LANFX)stock | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett LORD ABBOT NATL TX FR INC F (LANFX) trade |
| BLACKROCK EVENT DRIVEN EQ INST (BILPX)stock | Buy | $250,001 – $500,000 | Mar 2, 2020 | Filing for Barbara M. Barrett BLACKROCK EVENT DRIVEN EQ INST (BILPX) trade |
| JP MORGAN EQUITY INCOME I (HLIEX)stock | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Filing for Barbara M. Barrett JP MORGAN EQUITY INCOME I (HLIEX) trade |
| ISHARES EDGE MSCI MIN VOL USA ETFetf | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett ISHARES EDGE MSCI MIN VOL USA ETF trade |
| DGROiShares Core Dividend Growth ETF | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett DGRO trade |
| FLOTiShares Floating Rate Bond ETF | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett FLOT trade |
| TIPiShares TIPS Bond ETF | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett TIP trade |
| IVWiShares S&P 500 Growth ETF | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett IVW trade |
| HDViShares Core High Dividend ETF | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett HDV trade |
| ISHARES CORE S&P MID-CAP ETF (IJF)etf | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett ISHARES CORE S&P MID-CAP ETF (IJF) trade |
| IJRiShares Core S&P Small-Cap ETF | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett IJR trade |
| ISHARES INTERMEDIATE TERM CORPetf | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett ISHARES INTERMEDIATE TERM CORP trade |
| ISHARES SHORT MATURITY BOND ETFetf | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett ISHARES SHORT MATURITY BOND ETF trade |
| ISHARES EDGE MSCI MIN VOL EAFE ETFetf | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett ISHARES EDGE MSCI MIN VOL EAFE ETF trade |
| ISHARES EDGE MSCI MIN VOL USA ETFetf | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett ISHARES EDGE MSCI MIN VOL USA ETF trade |
| ISHARES SHORT MATURITY BOND ETFetf | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett ISHARES SHORT MATURITY BOND ETF trade |
| DGROiShares Core Dividend Growth ETF | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett DGRO trade |
| FLOTiShares Floating Rate Bond ETF | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett FLOT trade |
| IVWiShares S&P 500 Growth ETF | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett IVW trade |
| IJRiShares Core S&P Small-Cap ETF | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett IJR trade |
| TIPiShares TIPS Bond ETF | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett TIP trade |
| ISHARES EDGE MSCI MIN VOL EAFE ETFetf | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett ISHARES EDGE MSCI MIN VOL EAFE ETF trade |
| ISHARES CORE S&P MID-CAP ETF (IJF)etf | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett ISHARES CORE S&P MID-CAP ETF (IJF) trade |
| ISHARES INTERMEDIATE TERM CORPetf | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett ISHARES INTERMEDIATE TERM CORP trade |
| HDViShares Core High Dividend ETF | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett HDV trade |
| USMViShares MSCI USA Min Vol Factor ETF | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett USMV trade |
| DGROiShares Core Dividend Growth ETF | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett DGRO trade |
| NEARiShares Short Duration Bond Active ETF | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett NEAR trade |
| FLOTiShares Floating Rate Bond ETF | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett FLOT trade |
| HDViShares Core High Dividend ETF | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett HDV trade |
| IVWiShares S&P 500 Growth ETF | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett IVW trade |
| ISHARES INTERMEDIATE TERM CORP BND ETFetf | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett ISHARES INTERMEDIATE TERM CORP BND ETF trade |
| ISHARES EDGE MSCI MIN VOL EAFE ETFetf | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett ISHARES EDGE MSCI MIN VOL EAFE ETF trade |
| TIPiShares TIPS Bond ETF | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett TIP trade |
| IJRiShares Core S&P Small-Cap ETF | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett IJR trade |
| ISHARES CORE S&P MID-CAP ETF (IJF)etf | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Filing for Barbara M. Barrett ISHARES CORE S&P MID-CAP ETF (IJF) trade |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | Buy | $5,000,001 – $25,000,000 | Feb 21, 2020 | Filing for Barbara M. Barrett EXG trade |
| BLACKSTONE REAL ESTATE INCOMEstock | Buy | $5,000,001 – $25,000,000 | Feb 21, 2020 | Filing for Barbara M. Barrett BLACKSTONE REAL ESTATE INCOME trade |
| US TSY NOTE 02.250%bond | Buy | $1,000,001 – $5,000,000 | Feb 21, 2020 | Filing for Barbara M. Barrett US TSY NOTE 02.250% trade |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | Buy | $5,000,001 – $25,000,000 | Feb 21, 2020 | Filing for Barbara M. Barrett EXG trade |
| BLACKSTONE REAL ESTATE INCOMEstock | Buy | $5,000,001 – $25,000,000 | Feb 21, 2020 | Filing for Barbara M. Barrett BLACKSTONE REAL ESTATE INCOME trade |
| US TSY NOTE 02.250%bond | Buy | $1,000,001 – $5,000,000 | Feb 21, 2020 | Filing for Barbara M. Barrett US TSY NOTE 02.250% trade |
| US TSY NOTE 02.250%bond | Buy | $1,000,001 – $5,000,000 | Feb 21, 2020 | Filing for Barbara M. Barrett US TSY NOTE 02.250% trade |
| Eaton Vance Tax-Managed Global Div Inc I (EIDIX)stock | Buy | $5,000,001 – $25,000,000 | Feb 21, 2020 | Filing for Barbara M. Barrett Eaton Vance Tax-Managed Global Div Inc I (EIDIX) trade |
| BLACKSTONE REAL ESTATE INCOME TRUSTstock | Buy | $5,000,001 – $25,000,000 | Feb 21, 2020 | Filing for Barbara M. Barrett BLACKSTONE REAL ESTATE INCOME TRUST trade |
| LUMNLumen Technologies Inc. | Sell | $50,001 – $100,000 | Feb 10, 2020 | Filing for Barbara M. Barrett LUMN trade |
| TALLWAVE CAPITALstock | Buy | $50,001 – $100,000 | Feb 10, 2020 | Filing for Barbara M. Barrett TALLWAVE CAPITAL trade |
| IMPELE HOLDINGSstock | Buy | $50,001 – $100,000 | Feb 10, 2020 | Filing for Barbara M. Barrett IMPELE HOLDINGS trade |
| SVG THRIVE FUND LLCfund | Buy | $100,001 – $250,000 | Feb 10, 2020 | Filing for Barbara M. Barrett SVG THRIVE FUND LLC trade |
| LUMNLumen Technologies Inc. | Sell | $50,001 – $100,000 | Feb 10, 2020 | Filing for Barbara M. Barrett LUMN trade |
| IMPELE HOLDINGSstock | Buy | $50,001 – $100,000 | Feb 10, 2020 | Filing for Barbara M. Barrett IMPELE HOLDINGS trade |
| TALLWAVE CAPITALstock | Buy | $50,001 – $100,000 | Feb 10, 2020 | Filing for Barbara M. Barrett TALLWAVE CAPITAL trade |
| SVG THRIVE FUND LLCfund | Buy | $100,001 – $250,000 | Feb 10, 2020 | Filing for Barbara M. Barrett SVG THRIVE FUND LLC trade |
| LUMNLumen Technologies Inc. | Sell | $1,001 – $15,000 | Feb 10, 2020 | Filing for Barbara M. Barrett LUMN trade |
| LUMNLumen Technologies Inc. | Sell | $50,001 – $100,000 | Feb 10, 2020 | Filing for Barbara M. Barrett LUMN trade |
| TALLWAVE CAPITALstock | Buy | $50,001 – $100,000 | Feb 10, 2020 | Filing for Barbara M. Barrett TALLWAVE CAPITAL trade |
| IMPELE HOLDINGSstock | Buy | $50,001 – $100,000 | Feb 10, 2020 | Filing for Barbara M. Barrett IMPELE HOLDINGS trade |
| SVG THRIVE FUND LLCfund | Buy | $100,001 – $250,000 | Feb 10, 2020 | Filing for Barbara M. Barrett SVG THRIVE FUND LLC trade |
| GEOTHERMIC SOLUTIONstock | Buy | $1,001 – $15,000 | Feb 9, 2020 | Filing for Barbara M. Barrett GEOTHERMIC SOLUTION trade |
| GEOTHERMIC SOLUTIONstock | Buy | $1,001 – $15,000 | Feb 9, 2020 | Filing for Barbara M. Barrett GEOTHERMIC SOLUTION trade |
| GEOTHERMIC SOLUTIONstock | Buy | $1,001 – $15,000 | Feb 9, 2020 | Filing for Barbara M. Barrett GEOTHERMIC SOLUTION trade |
| TALLWAVE CAPITALstock | Buy | $50,001 – $100,000 | Feb 3, 2020 | Filing for Barbara M. Barrett TALLWAVE CAPITAL trade |
| IMPELE HOLDINGSstock | Buy | $50,001 – $100,000 | Feb 3, 2020 | Filing for Barbara M. Barrett IMPELE HOLDINGS trade |
| TALLWAVE CAPITALstock | Buy | $50,001 – $100,000 | Jan 28, 2020 | Filing for Barbara M. Barrett TALLWAVE CAPITAL trade |
| IMPELE HOLDINGSstock | Buy | $50,001 – $100,000 | Jan 28, 2020 | Filing for Barbara M. Barrett IMPELE HOLDINGS trade |
| EXPOExponent Inc. | Sell | $1,000,001 – $5,000,000 | Jan 15, 2020 | Filing for Barbara M. Barrett EXPO trade |
| CHINA MOBILE LTD SPN ADstock | Sell | $50,001 – $100,000 | Jan 15, 2020 | Filing for Barbara M. Barrett CHINA MOBILE LTD SPN AD trade |
| EXPOExponent Inc. | Sell | $1,000,001 – $5,000,000 | Jan 14, 2020 | Filing for Barbara M. Barrett EXPO trade |
| EXPOExponent Inc. | Sell | $1,000,001 – $5,000,000 | Jan 13, 2020 | Filing for Barbara M. Barrett EXPO trade |
| INTCIntel Corporation | Sell | $1,000,001 – $5,000,000 | Jan 13, 2020 | Filing for Barbara M. Barrett INTC trade |
| EXPOExponent Inc. | Sell | $1,000,001 – $5,000,000 | Jan 10, 2020 | Filing for Barbara M. Barrett EXPO trade |
| INTCIntel Corporation | Sell | $1,000,001 – $5,000,000 | Jan 10, 2020 | Filing for Barbara M. Barrett INTC trade |
| XELXcel Energy Inc. | Sell | $100,001 – $250,000 | Jan 10, 2020 | Filing for Barbara M. Barrett XEL trade |
| INTCIntel Corporation | Sell | $1,000,001 – $5,000,000 | Jan 9, 2020 | Filing for Barbara M. Barrett INTC trade |
| EXPOExponent Inc. | Sell | $1,000,001 – $5,000,000 | Jan 9, 2020 | Filing for Barbara M. Barrett EXPO trade |
| INTCIntel Corporation | Sell | $1,000,001 – $5,000,000 | Jan 9, 2020 | Filing for Barbara M. Barrett INTC trade |
| EXPOExponent Inc. | Sell | $1,000,001 – $5,000,000 | Jan 8, 2020 | Filing for Barbara M. Barrett EXPO trade |
| INTCIntel Corporation | Sell | $1,000,001 – $5,000,000 | Jan 8, 2020 | Filing for Barbara M. Barrett INTC trade |
| INTCIntel Corporation | Sell | — | Jan 8, 2020 | Filing for Barbara M. Barrett INTC trade |
| RVTYRevvity Inc. | Sell | $1,001 – $15,000 | Jan 8, 2020 | Filing for Barbara M. Barrett RVTY trade |
| BLACKR BKMIXstock | Buy | $50,001 – $100,000 | Jan 7, 2020 | Filing for Barbara M. Barrett BLACKR BKMIX trade |
| ISHARE LQDstock | Buy | $50,001 – $100,000 | Jan 7, 2020 | Filing for Barbara M. Barrett ISHARE LQD trade |
| ISHARE PFFstock | Buy | $50,001 – $100,000 | Jan 7, 2020 | Filing for Barbara M. Barrett ISHARE PFF trade |
| ISHARE PFFstock | Buy | $15,001 – $50,000 | Jan 7, 2020 | Filing for Barbara M. Barrett ISHARE PFF trade |
| RATION RFXIXstock | Buy | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett RATION RFXIX trade |
| EXPOExponent Inc. | Sell | $500,001 – $1,000,000 | Jan 7, 2020 | Filing for Barbara M. Barrett EXPO trade |
| INTCIntel Corporation | Sell | $1,000,001 – $5,000,000 | Jan 7, 2020 | Filing for Barbara M. Barrett INTC trade |
| AONAon plc Class A | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett AON trade |
| Comcast Corporation - Class A Specialstock | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett Comcast Corporation - Class A Special trade |
| CIThe Cigna Group | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett CI trade |
| CCitigroup Inc. | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett C trade |
| CBChubb Limited | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett CB trade |
| DHRDanaher Corporation | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett DHR trade |
| DUKDuke Energy Corporation (Holding Company) | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett DUK trade |
| EOGEOG Resources Inc. | Sell | $50,001 – $100,000 | Jan 7, 2020 | Filing for Barbara M. Barrett EOG trade |
| ETNEaton Corporation PLC | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett ETN trade |
| FEFirstEnergy Corp. | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett FE trade |
| FISFidelity National Information Services Inc. | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett FIS trade |
| GSGoldman Sachs Group Inc. (The) | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett GS trade |
| FISVFiserv Inc. | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett FISV trade |
| ITWIllinois Tool Works Inc. | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett ITW trade |
| JPMJP Morgan Chase & Co. | Sell | $250,001 – $500,000 | Jan 7, 2020 | Filing for Barbara M. Barrett JPM trade |
| JNJJohnson & Johnson | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett JNJ trade |
| KMBKimberly-Clark Corporation | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett KMB trade |
| LEALear Corporation | Sell | $50,001 – $100,000 | Jan 7, 2020 | Filing for Barbara M. Barrett LEA trade |
| NDAQNasdaq Inc. | Sell | $50,001 – $100,000 | Jan 7, 2020 | Filing for Barbara M. Barrett NDAQ trade |
| MDTMedtronic plc. | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett MDT trade |
| NESTLE S A REP RG SH ADstock | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett NESTLE S A REP RG SH AD trade |
| PPGPPG Industries Inc. | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett PPG trade |
| PNC FINCL SERVICES GROUPstock | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett PNC FINCL SERVICES GROUP trade |
| PMPhilip Morris International Inc | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett PM trade |
| PEPPepsiCo Inc. | Sell | $50,001 – $100,000 | Jan 7, 2020 | Filing for Barbara M. Barrett PEP trade |
| PFEPfizer Inc. | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett PFE trade |
| ROCHE HOLDINGS LTD SPN ADstock | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett ROCHE HOLDINGS LTD SPN AD trade |
| STTState Street Corporation | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett STT trade |
| SLBSLB Limited | Sell | $50,001 – $100,000 | Jan 7, 2020 | Filing for Barbara M. Barrett SLB trade |
| SOSouthern Company (The) | Sell | $15,001 – $50,000 | Jan 7, 2020 | Filing for Barbara M. Barrett SO trade |
| SWKStanley Black & Decker Inc. | Sell | $50,001 – $100,000 | Jan 7, 2020 | Filing for Barbara M. Barrett SWK trade |
| TFCTruist Financial Corporation | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett TFC trade |
| TXNTexas Instruments Incorporated | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett TXN trade |
| TRVThe Travelers Companies Inc. | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett TRV trade |
| TMOThermo Fisher Scientific Inc | Sell | $50,001 – $100,000 | Jan 7, 2020 | Filing for Barbara M. Barrett TMO trade |
| USBU.S. Bancorp | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett USB trade |
| WFCWells Fargo & Company | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett WFC trade |
| UNPUnion Pacific Corporation | Sell | $100,001 – $250,000 | Jan 7, 2020 | Filing for Barbara M. Barrett UNP trade |
| INTCIntel Corporation | Sell | $5,000,001 – $25,000,000 | Jan 7, 2020 | Filing for Barbara M. Barrett INTC trade |
| PIMCO Short Term Municipal Bond Activestock | Sell | $15,001 – $50,000 | Jan 6, 2020 | Filing for Barbara M. Barrett PIMCO Short Term Municipal Bond Active trade |
| PIMCO Enhanced Short Maturity Activestock | Sell | $15,001 – $50,000 | Jan 6, 2020 | Filing for Barbara M. Barrett PIMCO Enhanced Short Maturity Active trade |
| FRANKLIN FUFRXstock | Sell | $250,001 – $500,000 | Jan 6, 2020 | Filing for Barbara M. Barrett FRANKLIN FUFRX trade |
| ISHARE IDUstock | Sell | $15,001 – $50,000 | Jan 6, 2020 | Filing for Barbara M. Barrett ISHARE IDU trade |
| EXPOExponent Inc. | Sell | $1,000,001 – $5,000,000 | Jan 6, 2020 | Filing for Barbara M. Barrett EXPO trade |
| EXPOExponent Inc. | Sell | $500,001 – $1,000,000 | Jan 3, 2020 | Filing for Barbara M. Barrett EXPO trade |
| INTCIntel Corporation | Sell | $1,000,001 – $5,000,000 | Jan 3, 2020 | Filing for Barbara M. Barrett INTC trade |
Source: House Clerk and Senate EFD public disclosures. Trades are reported as dollar ranges and may be disclosed up to 45 days after the transaction.
Frequently asked questions
- What stocks does Barbara M. Barrett trade?
- Based on STOCK Act disclosures, Barbara M. Barrett's most frequently reported holdings and trades include IVW, IYT, EXPO, INTC and SPY. Disclosures show transactions, not a complete current portfolio, and may include assets held by a spouse or dependent child.
- When did Barbara M. Barrett last report a trade?
- The latest transaction on file is dated Jan 13, 2021 and the most recent report was filed on Apr 14, 2021. Members have up to 45 days after a trade to disclose it, so newer trades may not be public yet.
- How many stock trades has Barbara M. Barrett disclosed?
- MetaCap has 288 transactions on file for Barbara M. Barrett: 205 purchases and 83 sales.
- How much money is involved in Barbara M. Barrett's trades?
- Exact values are not disclosed. Each trade is reported within a dollar range, most commonly $100,001 – $250,000.
- Where does this data come from?
- Executive-branch reports (OGE Form 278e and 278-T) come from the U.S. Office of Government Ethics. Each row links to the original filing.
More Congress trading
Latest filing Apr 14, 2021. Source: House Clerk and Senate EFD public disclosures. Trades are reported as dollar ranges and may be disclosed up to 45 days after the transaction. Disclosures are shown as filed and are not a recommendation to buy or sell any security. Market data is delayed at least 15 minutes and provided for informational purposes only. Not investment advice. Full disclaimer