Jared MoskowitzD-FLHouse | KMBKimberly-Clark Corporation | SellDependent child | $1,001 – $15,000 | Feb 1, 2024 | Aug 6, 2024 | 187 | Filing for Jared Moskowitz KMB trade |
Jared MoskowitzD-FLHouse | KMBKimberly-Clark Corporation | SellDependent child | $1,001 – $15,000 | Feb 1, 2024 | Aug 6, 2024 | 187 | Filing for Jared Moskowitz KMB trade |
Jared MoskowitzD-FLHouse | FDSFactSet Research Systems Inc. | BuyDependent child | $1,001 – $15,000 | Feb 1, 2024 | Aug 6, 2024 | 187 | Filing for Jared Moskowitz FDS trade |
Jared MoskowitzD-FLHouse | FDSFactSet Research Systems Inc. | BuyDependent child | $1,001 – $15,000 | Feb 1, 2024 | Aug 6, 2024 | 187 | Filing for Jared Moskowitz FDS trade |
Jared MoskowitzD-FLHouse | ELVElevance Health Inc. | BuyDependent child | $1,001 – $15,000 | Feb 1, 2024 | Aug 6, 2024 | 187 | Filing for Jared Moskowitz ELV trade |
Jared MoskowitzD-FLHouse | APDAir Products and Chemicals Inc. | SellDependent child | $1,001 – $15,000 | Feb 1, 2024 | Aug 6, 2024 | 187 | Filing for Jared Moskowitz APD trade |
Jared MoskowitzD-FLHouse | APDAir Products and Chemicals Inc. | SellDependent child | $1,001 – $15,000 | Feb 1, 2024 | Aug 6, 2024 | 187 | Filing for Jared Moskowitz APD trade |
David P. JoyceR-OHHouse | XBIState Street SPDR S&P Biotech ETF | Sell | $15,001 – $50,000 | Jun 30, 2023 | Aug 6, 2024 | 403 | Filing for David P. Joyce XBI trade |
David P. JoyceR-OHHouse | GBDCGolub Capital BDC Inc. | Partial sell | $1,001 – $15,000 | Jun 30, 2023 | Aug 6, 2024 | 403 | Filing for David P. Joyce GBDC trade |
David P. JoyceR-OHHouse | BLKBlackRock Inc. | Sell | $15,001 – $50,000 | Jun 30, 2023 | Aug 6, 2024 | 403 | Filing for David P. Joyce BLK trade |
David P. JoyceR-OHHouse | TRPTC Energy Corporation | Sell | $1,001 – $15,000 | Jun 23, 2023 | Aug 6, 2024 | 410 | Filing for David P. Joyce TRP trade |
David P. JoyceR-OHHouse | CCitigroup Inc. | Sell | $1,001 – $15,000 | Jun 22, 2023 | Aug 6, 2024 | 411 | Filing for David P. Joyce C trade |
David P. JoyceR-OHHouse | IWFiShares Russell 1000 Growth Fund | Partial sell | $15,001 – $50,000 | Jun 19, 2023 | Aug 6, 2024 | 414 | Filing for David P. Joyce IWF trade |
David P. JoyceR-OHHouse | IWFiShares Russell 1000 Growth Fund | Partial sell | $15,001 – $50,000 | Jun 19, 2023 | Aug 6, 2024 | 414 | Filing for David P. Joyce IWF trade |
David P. JoyceR-OHHouse | GBDCGolub Capital BDC Inc. | Partial sell | $15,001 – $50,000 | Jun 19, 2023 | Aug 6, 2024 | 414 | Filing for David P. Joyce GBDC trade |
David P. JoyceR-OHHouse | BABoeing Company (The) | Sell | $15,001 – $50,000 | Jun 19, 2023 | Aug 6, 2024 | 414 | Filing for David P. Joyce BA trade |
David P. JoyceR-OHHouse | VCSHVanguard Short-Term Corporate Bond ETF | Buy | $15,001 – $50,000 | Jul 14, 2022 | Aug 6, 2024 | 754 | Filing for David P. Joyce VCSH trade |
David P. JoyceR-OHHouse | GBDCGolub Capital BDC Inc. | Sell | $15,001 – $50,000 | Jul 14, 2022 | Aug 6, 2024 | 754 | Filing for David P. Joyce GBDC trade |
David P. JoyceR-OHHouse | GBDCGolub Capital BDC Inc. | Sell | $15,001 – $50,000 | Jul 12, 2022 | Aug 6, 2024 | 756 | Filing for David P. Joyce GBDC trade |
Rudy Yakym IIIR-INHouse | Treasury Bill (4-Week, Matures 8/27/2024)bond | Buy | $15,001 – $50,000 | Jul 30, 2024 | Aug 5, 2024 | 6 | Filing for Rudy Yakym III Treasury Bill (4-Week, Matures 8/27/2024) trade |
Gary C. PetersD-MISenate | CARRCarrier Global Corporation | Sell | $1,001 – $15,000 | Jul 17, 2024 | Aug 5, 2024 | 19 | Filing for Gary C. Peters CARR trade |
Gary C. PetersD-MISenate | OTISOtis Worldwide Corporation | Sell | $1,001 – $15,000 | Jul 17, 2024 | Aug 5, 2024 | 19 | Filing for Gary C. Peters OTIS trade |
Laurel M. LeeR-FLHouse | AAPLApple Inc. | BuySpouse | $15,001 – $50,000 | Jul 5, 2024 | Aug 5, 2024 | 31 | Filing for Laurel M. Lee AAPL trade |
Laurel M. LeeR-FLHouse | AAPLApple Inc. | SellSpouse | $15,001 – $50,000 | Jul 5, 2024 | Aug 5, 2024 | 31 | Filing for Laurel M. Lee AAPL trade |
Lloyd DoggettD-TXHouse | KOCoca-Cola Company (The) | Buy | $1,001 – $15,000 | Jul 1, 2024 | Aug 5, 2024 | 35 | Filing for Lloyd Doggett KO trade |
Daniel MeuserR-PAHouse | US Treasury Bill 12/05/2024bond | SellSpouse | $250,001 – $500,000 | Jul 24, 2024 | Aug 3, 2024 | 10 | Filing for Daniel Meuser US Treasury Bill 12/05/2024 trade |
Daniel MeuserR-PAHouse | US Treasury Bill 12/05/2024bond | BuySpouse | $250,001 – $500,000 | Jul 13, 2024 | Aug 3, 2024 | 21 | Filing for Daniel Meuser US Treasury Bill 12/05/2024 trade |
| CWChristine E. WormuthExecutive | ARKKARK Innovation ETF | Sell | $1,001 – $15,000 | Nov 2, 2023 | Aug 3, 2024 | 275 | Filing for Christine E. Wormuth ARKK trade |
| CWChristine E. WormuthExecutive | XLGInvesco S&P 500 Top 50 ETF | Buy | $15,001 – $50,000 | Nov 2, 2023 | Aug 3, 2024 | 275 | Filing for Christine E. Wormuth XLG trade |
| CWChristine E. WormuthExecutive | ARKKARK Innovation ETF | Sell | $1,001 – $15,000 | Nov 2, 2023 | Aug 3, 2024 | 275 | Filing for Christine E. Wormuth ARKK trade |
| CWChristine E. WormuthExecutive | XLGInvesco S&P 500 Top 50 ETF | Buy | $1,001 – $15,000 | Nov 2, 2023 | Aug 3, 2024 | 275 | Filing for Christine E. Wormuth XLG trade |
| CWChristine E. WormuthExecutive | ARKKARK Innovation ETF | Sell | $1,001 – $15,000 | Nov 2, 2023 | Aug 3, 2024 | 275 | Filing for Christine E. Wormuth ARKK trade |
| CWChristine E. WormuthExecutive | XLGInvesco S&P 500 Top 50 ETF | Buy | $1,001 – $15,000 | Nov 2, 2023 | Aug 3, 2024 | 275 | Filing for Christine E. Wormuth XLG trade |
| CWChristine E. WormuthExecutive | ARKKARK Innovation ETF | Sell | $1,001 – $15,000 | Nov 2, 2023 | Aug 3, 2024 | 275 | Filing for Christine E. Wormuth ARKK trade |
| CWChristine E. WormuthExecutive | XLGInvesco S&P 500 Top 50 ETF | Buy | $1,001 – $15,000 | Nov 2, 2023 | Aug 3, 2024 | 275 | Filing for Christine E. Wormuth XLG trade |
| CWChristine E. WormuthExecutive | ARKKARK Innovation ETF | Sell | $1,001 – $15,000 | Nov 2, 2023 | Aug 3, 2024 | 275 | Filing for Christine E. Wormuth ARKK trade |
| APArati PrabhakarExecutive | EMNTPIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund | Sell | $15,001 – $50,000 | Oct 10, 2023 | Aug 3, 2024 | 298 | Filing for Arati Prabhakar EMNT trade |
| APArati PrabhakarExecutive | DFA US Small Sustainability Targeted Value (DAABX)stock | Sell | $1,001 – $15,000 | Oct 10, 2023 | Aug 3, 2024 | 298 | Filing for Arati Prabhakar DFA US Small Sustainability Targeted Value (DAABX) trade |
| APArati PrabhakarExecutive | GMO Resources Fund Class I (GEACX)fund | Sell | $100,001 – $250,000 | Oct 10, 2023 | Aug 3, 2024 | 298 | Filing for Arati Prabhakar GMO Resources Fund Class I (GEACX) trade |
| APArati PrabhakarExecutive | DFA Global Sustainability Fixed Incomestock | Buy | $250,001 – $500,000 | Oct 10, 2023 | Aug 3, 2024 | 298 | Filing for Arati Prabhakar DFA Global Sustainability Fixed Income trade |
| APArati PrabhakarExecutive | Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares (CPXIX)fund | Sell | $1,001 – $15,000 | Oct 10, 2023 | Aug 3, 2024 | 298 | Filing for Arati Prabhakar Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares (CPXIX) trade |
| APArati PrabhakarExecutive | International Sustainability Core 1 Portfoliofund | Sell | $100,001 – $250,000 | Oct 10, 2023 | Aug 3, 2024 | 298 | Filing for Arati Prabhakar International Sustainability Core 1 Portfolio trade |
| APArati PrabhakarExecutive | GMO Resources Fund Class I (GEACX)fund | Sell | $100,001 – $250,000 | Oct 10, 2023 | Aug 3, 2024 | 298 | Filing for Arati Prabhakar GMO Resources Fund Class I (GEACX) trade |
| APArati PrabhakarExecutive | DFA Global Sustainability Fixed Income ETFetf | Buy | $15,001 – $50,000 | Oct 10, 2023 | Aug 3, 2024 | 298 | Filing for Arati Prabhakar DFA Global Sustainability Fixed Income ETF trade |
| APArati PrabhakarExecutive | DFSUDimensional US Sustainability Core 1 ETF | Buy | $100,001 – $250,000 | Oct 10, 2023 | Aug 3, 2024 | 298 | Filing for Arati Prabhakar DFSU trade |
| APArati PrabhakarExecutive | PIMCO ESG Income Fund Institutionalfund | Buy | $500,001 – $1,000,000 | Jun 28, 2023 | Aug 3, 2024 | 402 | Filing for Arati Prabhakar PIMCO ESG Income Fund Institutional trade |
| APArati PrabhakarExecutive | EMNTPIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund | Sell | $100,001 – $250,000 | Jun 27, 2023 | Aug 3, 2024 | 403 | Filing for Arati Prabhakar EMNT trade |
| APArati PrabhakarExecutive | PIMCO ESG Income Fund Institutional (PEGIX)fund | Buy | $1,001 – $15,000 | Jun 27, 2023 | Aug 3, 2024 | 403 | Filing for Arati Prabhakar PIMCO ESG Income Fund Institutional (PEGIX) trade |
| APArati PrabhakarExecutive | Matthews Asia Pacific Tiger (MIPTX)stock | Sell | $250,001 – $500,000 | Jun 26, 2023 | Aug 3, 2024 | 404 | Filing for Arati Prabhakar Matthews Asia Pacific Tiger (MIPTX) trade |
| APArati PrabhakarExecutive | EMNTPIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund | Sell | $250,001 – $500,000 | Jun 26, 2023 | Aug 3, 2024 | 404 | Filing for Arati Prabhakar EMNT trade |