| Reporter | Symbol | Trade Date | Transaction Info |
|---|---|---|---|
| NY-8 | | SUBHOLDING OF: Principal Trust Company 401K mutual-fund 8000 | 2021/05/17 | BUY$1,000 - $15,000 Filing Date: 2021/05/30 |
| NY-8 | | private-equity-fund 8000 | 2021/05/04 | SELL$1,000 - $15,000 Filing Date: 2021/05/30 |
| NY-8 | | SUBHOLDING OF: Merrill Edge Investment Account-Non Retirement. DESCRIP... | 2021/04/19 | BUY$1,000 - $15,000 Filing Date: 2021/04/25 |
| NY-8 | | Other - ASSET IS AN ETF., VEA, VEA | 2021/04/19 | BUY$1,001 - $15,000 Filing Date: 2021/04/21 |
| NY-8 | | SUBHOLDING OF: Merrill Edge Investment Account-Non Retirement. DESCRIP... | 2021/04/12 | BUY$15,001 - $50,000 Filing Date: 2021/04/16 |
| NY-8 | | Other - ASSET IS AN ETF., SCHD, SCHD | 2021/04/12 | BUY$15,001 - $50,000 Filing Date: 2021/04/14 |
| NY-8 | | SUBHOLDING OF: HSBC Brokerage Account LOCATION: US mutual-fund 8000 | 2021/03/30 | BUY$1,000 - $15,000 Filing Date: 2021/04/10 |
| NY-8 | | SUBHOLDING OF: Merrill Edge Investment Account-Non Retirement LOCATION... | 2021/03/15 | SELL$1,000 - $15,000 Filing Date: 2021/04/10 |
| NY-8 | | Other, LARCX, LARCX | 2021/03/30 | BUY$1,001 - $15,000 Filing Date: 2021/03/31 |
| NY-8 | | Other - THIS ASSET IS AN ETF., REGL, REGL | 2021/03/15 | SELL$1,001 - $15,000 Filing Date: 2021/03/17 |
| NY-8 | | SUBHOLDING OF: Merrill Edge Investment Account-Non Retirement. DESCRII... | 2020/11/25 | SELL$1,000 - $15,000 Filing Date: 2020/12/26 |
| NY-8 | | Joint, SPDR S&P DIVIDEND ETF, SDY | 2019/02/12 | SELL$1,001 - $15,000 Filing Date: 2019/02/14 |
| NY-8 | | MERRILL EDGE INVESTMENT ACCOUNT-NON RETIREMENT, SPDR S&P DIVIDEND ETF,... | 2019/02/12 | SELL$1,001 - $15,000 Filing Date: 2019/02/14 |
| NY-8 | | Joint, PROSHARES S&P MIDCAP 400, REGL | 2018/08/23 | BUY$15,001 - $50,000 Filing Date: 2018/08/29 |
| NY-8 | | MERRILL EDGE INVESTMENT ACCOUNT-NON RETIREMENT, PROSHARES S&P MIDCAP 4... | 2018/08/23 | BUY$15,001 - $50,000 Filing Date: 2018/08/29 |
| NY-8 | | MERRILL EDGE INVESTMENT ACCOUNT-NON RETIREMENT, VANGUARD REAL ESTATE E... | 2018/08/21 | SELL$15,001 - $50,000 Filing Date: 2018/08/23 |
| NY-8 | | Joint, VANGUARD REAL ESTATE ETF, VNQ | 2018/08/21 | SELL$15,001 - $50,000 Filing Date: 2018/08/23 |
| NY-8 | | MERRILL EDGE GUIDED INVESTING TRADITIONAL IRA, ISHARES U.S. TREASURY B... | 2017/08/15 | BUY$1,001 - $15,000 Filing Date: 2017/08/18 |
| NY-8 | | MERRILL EDGE GUIDED INVESTING TRADITIONAL IRA LOCATION: US, ISHARES CO... | 2017/08/15 | BUY$1,001 - $15,000 Filing Date: 2017/08/18 |
| NY-8 | | Self, ISHARES CORE S&P U.S. GROWTH ETF, IUSG | 2017/08/15 | BUY$1,001 - $15,000 Filing Date: 2017/08/18 |
| NY-8 | | MERRILL EDGE GUIDED INVESTING TRADITIONAL IRA LOCATION: US, ISHARES CO... | 2017/08/15 | BUY$1,001 - $15,000 Filing Date: 2017/08/18 |
| NY-8 | | MERRILL EDGE GUIDED INVESTING TRADITIONAL IRA, ISHARES IBOXX $ INVT GR... | 2017/08/15 | BUY$1,001 - $15,000 Filing Date: 2017/08/18 |
| NY-8 | | MERRILL EDGE GUIDED INVESTING TRADITIONAL IRA LOCATION: US, VANGUARD F... | 2017/08/15 | BUY$1,001 - $15,000 Filing Date: 2017/08/18 |
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