| SPSethuraman PanchanathanExecutive | Fidelity Contrafund K6 Fund (FLCNX)fund | Buy | $1,001 – $15,000 | Dec 11, 2020 | Aug 6, 2021 | 238 | Filing for Sethuraman Panchanathan Fidelity Contrafund K6 Fund (FLCNX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Diversified International K6 Fund (FKIDX)fund | Buy | $1,001 – $15,000 | Dec 4, 2020 | Aug 6, 2021 | 245 | Filing for Sethuraman Panchanathan Fidelity Diversified International K6 Fund (FKIDX) trade |
| SPSethuraman PanchanathanExecutive | Vanguard Balanced Index Fund Admiraletf | Buy | $50,001 – $100,000 | Nov 5, 2020 | Aug 6, 2021 | 274 | Filing for Sethuraman Panchanathan Vanguard Balanced Index Fund Admiral trade |
| SPSethuraman PanchanathanExecutive | Value Line Asset Allocation Fund, Inc Investorfund | Buy | $50,001 – $100,000 | Nov 5, 2020 | Aug 6, 2021 | 274 | Filing for Sethuraman Panchanathan Value Line Asset Allocation Fund, Inc Investor trade |
| SPSethuraman PanchanathanExecutive | Janus Henderson Balanced Fund Class Tfund | Buy | $50,001 – $100,000 | Nov 5, 2020 | Aug 6, 2021 | 274 | Filing for Sethuraman Panchanathan Janus Henderson Balanced Fund Class T trade |
| SPSethuraman PanchanathanExecutive | George Putnam Balanced Fund Class Afund | Buy | $50,001 – $100,000 | Nov 5, 2020 | Aug 6, 2021 | 274 | Filing for Sethuraman Panchanathan George Putnam Balanced Fund Class A trade |
| SPSethuraman PanchanathanExecutive | American Balanced Fund Class F1 Sharesfund | Buy | $50,001 – $100,000 | Nov 5, 2020 | Aug 6, 2021 | 274 | Filing for Sethuraman Panchanathan American Balanced Fund Class F1 Shares trade |
| SPSethuraman PanchanathanExecutive | MFS Value Fund Class R6 Shares (MEIKX)fund | Buy | $1,001 – $15,000 | Sep 24, 2020 | Aug 6, 2021 | 316 | Filing for Sethuraman Panchanathan MFS Value Fund Class R6 Shares (MEIKX) trade |
| SPSethuraman PanchanathanExecutive | T Rowe Price Retirement I 2025 Fund Class I Shares (TRPHX)fund | Buy | $1,001 – $15,000 | Jul 16, 2020 | Aug 6, 2021 | 386 | Filing for Sethuraman Panchanathan T Rowe Price Retirement I 2025 Fund Class I Shares (TRPHX) trade |
| SPSethuraman PanchanathanExecutive | DMG Balanced Fund of Funds (multiple)fund | Buy | $1,001 – $15,000 | Jul 2, 2020 | Aug 6, 2021 | 400 | Filing for Sethuraman Panchanathan DMG Balanced Fund of Funds (multiple) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Contrafund K6 Fund (FLCNX)fund | Buy | $1,001 – $15,000 | Jul 2, 2020 | Aug 6, 2021 | 400 | Filing for Sethuraman Panchanathan Fidelity Contrafund K6 Fund (FLCNX) trade |
| SPSethuraman PanchanathanExecutive | Goldman Sachs Small Cap Value Fund Class R6 Shares (GSSUX)fund | Buy | $1,001 – $15,000 | Jul 2, 2020 | Aug 6, 2021 | 400 | Filing for Sethuraman Panchanathan Goldman Sachs Small Cap Value Fund Class R6 Shares (GSSUX) trade |
| SPSethuraman PanchanathanExecutive | Metwest total return bond fundfund | Buy | $1,001 – $15,000 | Jul 2, 2020 | Aug 6, 2021 | 400 | Filing for Sethuraman Panchanathan Metwest total return bond fund trade |
| SPSethuraman PanchanathanExecutive | T Rowe Price Retirement I 2025 Fund Class Ifund | Buy | $15,001 – $50,000 | Jul 2, 2020 | Aug 6, 2021 | 400 | Filing for Sethuraman Panchanathan T Rowe Price Retirement I 2025 Fund Class I trade |
Marie NewmanD-ILHouse | SBUXStarbucks Corporation | BuySpouse | $1,001 – $15,000 | Jul 28, 2021 | Aug 5, 2021 | 8 | Filing for Marie Newman SBUX trade |
Marie NewmanD-ILHouse | COINCoinbase Global Inc. Class A | BuySpouse | $15,001 – $50,000 | Jul 23, 2021 | Aug 5, 2021 | 13 | Filing for Marie Newman COIN trade |
Marie NewmanD-ILHouse | FFord Motor Company | BuySpouse | $1,001 – $15,000 | Jul 19, 2021 | Aug 5, 2021 | 17 | Filing for Marie Newman F trade |
Marie NewmanD-ILHouse | LMNDLemonade Inc. | BuySpouse | $15,001 – $50,000 | Jul 15, 2021 | Aug 5, 2021 | 21 | Filing for Marie Newman LMND trade |
Marie NewmanD-ILHouse | COSTCostco Wholesale Corporation | BuySpouse | $15,001 – $50,000 | Jul 13, 2021 | Aug 5, 2021 | 23 | Filing for Marie Newman COST trade |
Marie NewmanD-ILHouse | TSLATesla Inc. | BuySpouse | $50,001 – $100,000 | Jul 6, 2021 | Aug 5, 2021 | 30 | Filing for Marie Newman TSLA trade |
Marie NewmanD-ILHouse | COINCoinbase Global Inc. Class A | BuyJoint | $1,001 – $15,000 | Jul 6, 2021 | Aug 5, 2021 | 30 | Filing for Marie Newman COIN trade |
Marie NewmanD-ILHouse | CRMSalesforce Inc. | BuySpouse | $15,001 – $50,000 | Jul 2, 2021 | Aug 5, 2021 | 34 | Filing for Marie Newman CRM trade |
Marie NewmanD-ILHouse | NVCRNovoCure Limited | BuySpouse | $15,001 – $50,000 | Jul 2, 2021 | Aug 5, 2021 | 34 | Filing for Marie Newman NVCR trade |
Marie NewmanD-ILHouse | COINCoinbase Global Inc. Class A | BuySpouse | $15,001 – $50,000 | Jul 2, 2021 | Aug 5, 2021 | 34 | Filing for Marie Newman COIN trade |
Marie NewmanD-ILHouse | CHWYChewy Inc. Class A | BuySpouse | $1,001 – $15,000 | Jul 2, 2021 | Aug 5, 2021 | 34 | Filing for Marie Newman CHWY trade |
Marie NewmanD-ILHouse | CCLCarnival Corporation Ltd. | BuySpouse | $1,001 – $15,000 | Jul 2, 2021 | Aug 5, 2021 | 34 | Filing for Marie Newman CCL trade |
Marie NewmanD-ILHouse | WWayfair Inc. Class A | BuySpouse | $15,001 – $50,000 | Jun 29, 2021 | Aug 5, 2021 | 37 | Filing for Marie Newman W trade |
Patrick J. ToomeyR-PASenate | SHOPShopify Inc. Class A Subordinate Voting Shares | BuyDependent child | $1,001 – $15,000 | Dec 22, 2020 | Aug 5, 2021 | 226 | Filing for Patrick J. Toomey SHOP trade |
Patrick J. ToomeyR-PASenate | Meddoother | BuyJoint | $1,001 – $15,000 | Dec 7, 2020 | Aug 5, 2021 | 241 | Filing for Patrick J. Toomey Meddo trade |
Marjorie Taylor GreeneR-GAHouse | VVisa Inc. | BuyJoint | $1,001 – $15,000 | Jul 19, 2021 | Aug 4, 2021 | 16 | Filing for Marjorie Taylor Greene V trade |
Marjorie Taylor GreeneR-GAHouse | NVDANVIDIA Corporation | BuyJoint | $1,001 – $15,000 | Jul 19, 2021 | Aug 4, 2021 | 16 | Filing for Marjorie Taylor Greene NVDA trade |
Marjorie Taylor GreeneR-GAHouse | Nestle SA Sponsored ADR representing Registered Shares Series Bstock | BuyJoint | $1,001 – $15,000 | Jul 19, 2021 | Aug 4, 2021 | 16 | Filing for Marjorie Taylor Greene Nestle SA Sponsored ADR representing Registered Shares Series B trade |
Marjorie Taylor GreeneR-GAHouse | INTCIntel Corporation | BuyJoint | $1,001 – $15,000 | Jul 19, 2021 | Aug 4, 2021 | 16 | Filing for Marjorie Taylor Greene INTC trade |
Marjorie Taylor GreeneR-GAHouse | COSTCostco Wholesale Corporation | BuyJoint | $1,001 – $15,000 | Jul 19, 2021 | Aug 4, 2021 | 16 | Filing for Marjorie Taylor Greene COST trade |
Marjorie Taylor GreeneR-GAHouse | AMGNAmgen Inc. | BuyJoint | $1,001 – $15,000 | Jul 19, 2021 | Aug 4, 2021 | 16 | Filing for Marjorie Taylor Greene AMGN trade |
Gary C. PetersD-MISenate | ORealty Income Corporation | Buy | $15,001 – $50,000 | Jul 21, 2021 | Aug 3, 2021 | 13 | Filing for Gary C. Peters O trade |
Lois FrankelD-FLHouse | DDDuPont de Nemours Inc. | Buy | $1,001 – $15,000 | Jul 14, 2021 | Aug 3, 2021 | 20 | Filing for Lois Frankel DD trade |
Gary C. PetersD-MISenate | FORD MOTOR CRDT CO LLC 02.550% 072026 DTD070121bond | Buy | $15,001 – $50,000 | Jul 7, 2021 | Aug 3, 2021 | 27 | Filing for Gary C. Peters FORD MOTOR CRDT CO LLC 02.550% 072026 DTD070121 trade |
Lois FrankelD-FLHouse | RGLDRoyal Gold Inc. | Buy | $1,001 – $15,000 | Jul 2, 2021 | Aug 3, 2021 | 32 | Filing for Lois Frankel RGLD trade |
Lois FrankelD-FLHouse | RGLDRoyal Gold Inc. | Buy | $1,001 – $15,000 | Jul 1, 2021 | Aug 3, 2021 | 33 | Filing for Lois Frankel RGLD trade |
Lois FrankelD-FLHouse | RGLDRoyal Gold Inc. | Buy | $1,001 – $15,000 | Jun 30, 2021 | Aug 3, 2021 | 34 | Filing for Lois Frankel RGLD trade |
Lois FrankelD-FLHouse | DUKDuke Energy Corporation (Holding Company) | Buy | $1,001 – $15,000 | Jun 30, 2021 | Aug 3, 2021 | 34 | Filing for Lois Frankel DUK trade |
Lois FrankelD-FLHouse | CLXClorox Company (The) | Buy | $1,001 – $15,000 | Jun 26, 2021 | Aug 3, 2021 | 38 | Filing for Lois Frankel CLX trade |
August PflugerR-TXHouse | FUNDSprott Focus Trust Inc. | Buy | $1,001 – $15,000 | Mar 31, 2021 | Aug 3, 2021 | 125 | Filing for August Pfluger FUND trade |
August PflugerR-TXHouse | FUNDSprott Focus Trust Inc. | BuySpouse | $1,001 – $15,000 | Mar 31, 2021 | Aug 3, 2021 | 125 | Filing for August Pfluger FUND trade |
August PflugerR-TXHouse | Liberty Media Corporation - Series C Liberty SiriusXMstock | BuySpouse | $1,001 – $15,000 | Mar 31, 2021 | Aug 3, 2021 | 125 | Filing for August Pfluger Liberty Media Corporation - Series C Liberty SiriusXM trade |
August PflugerR-TXHouse | ICEIntercontinental Exchange Inc. | BuySpouse | $1,001 – $15,000 | Mar 31, 2021 | Aug 3, 2021 | 125 | Filing for August Pfluger ICE trade |
August PflugerR-TXHouse | ICEIntercontinental Exchange Inc. | Buy | $1,001 – $15,000 | Mar 31, 2021 | Aug 3, 2021 | 125 | Filing for August Pfluger ICE trade |
August PflugerR-TXHouse | FNFFidelity National Financial Inc. | Buy | $1,001 – $15,000 | Mar 31, 2021 | Aug 3, 2021 | 125 | Filing for August Pfluger FNF trade |
Thomas R. CarperD-DESenate | Fidelity Advisor International Capital Appreciatother | BuySpouse | $1,001 – $15,000 | Jul 26, 2021 | Aug 2, 2021 | 7 | Filing for Thomas R. Carper Fidelity Advisor International Capital Appreciat trade |