| other | Valo Ventures GP II, LP [OI] FILING STATUS: New DESCRIPTION: Pooled In... | 2025/06/25 | BUY$15,001 - $50,000 Filing Date: 2025/07/16 | |
| other | Allocate Alpha Fund II LP [O]] FILING STATUS: New DESCRIPTION: Pooled ... | 2025/06/24 | BUY$1,001 - $15,000 Filing Date: 2025/07/16 | |
| other | Allocate Premier Access Fund [OI] | 2025/06/23 | BUY$15,001 - $50,000 Filing Date: 2025/07/16 | |
| other | U.S Treasury Bills [GS] | 2025/06/16 | BUY$100,001 - $250,000 Filing Date: 2025/07/16 | |
| other | U.S Treasury Bills [GS] | 2025/06/12 | SELL$100,001 - $250,000 Filing Date: 2025/07/16 | |
| other | Los Angeles CA Wtr Swr Util [GS] | 2025/06/10 | BUY$100,001 - $250,000 Filing Date: 2025/07/16 | |
| other | East Bay MUD SYS CA [GS] | 2025/06/02 | SELL$50,001 - $100,000 Filing Date: 2025/07/16 | |
| other | Allocate Alpha Fund II LP [O]] | 2025/05/27 | BUY$15,001 - $50,000 Filing Date: 2025/06/23 | |
| other | Allocate Premier Access Fund [OI] | 2025/05/23 | BUY$15,001 - $50,000 Filing Date: 2025/06/23 | |
| other | Lynett Capital Partners III [O]] | 2025/05/21 | BUY$100,001 - $250,000 Filing Date: 2025/06/23 | |
| other | Kent Street Group LLC [OT] | 2025/04/14 | BUY$15,001 - $50,000 Filing Date: 2025/05/19 | |
| other | U.S Treasury Bills [GS] | 2025/04/11 | SELL$250,001 - $500,000 Filing Date: 2025/05/19 | |
| other | U.S Treasury Bills [GS] | 2025/03/31 | BUY$500,001 - $1,000,000 Filing Date: 2025/04/18 | |
| other | U.S Treasury Bills [GS] | 2025/03/27 | SELL$500,001 - $1,000,000 Filing Date: 2025/04/18 | |
| other | U.S Treasury Bills [GS] | 2025/02/03 | BUY$250,001 - $500,000 Filing Date: 2025/03/14 | |
| other | U.S Treasury Bills [GS] | 2025/01/28 | SELL$250,001 - $500,000 Filing Date: 2025/02/18 | |
| other | Kent Street Group LLC [OT] | 2025/01/10 | BUY$15,001 - $50,000 Filing Date: 2025/02/18 | |
| other | U.S Treasury Bills [GS] | 2024/12/30 | BUY$500,001 - $1,000,000 Filing Date: 2025/01/15 | |
| other | U.S Treasury Bills [GS] | 2024/12/26 | SELL$500,001 - $1,000,000 Filing Date: 2025/01/15 | |
| other | Allocate Alpha Fund II LP [OT] | 2024/12/23 | BUY$15,001 - $50,000 Filing Date: 2025/01/15 | |
| other | Allocate Premier Access Fund [OT] | 2024/12/23 | BUY$15,001 - $50,000 Filing Date: 2025/01/15 | |
| other | U.S. Treasury Notes [GS] | 2024/12/19 | SELL$50,001 - $100,000 Filing Date: 2025/01/15 | |
| other | U.S Treasury Bills [GS] | 2024/12/16 | BUY$250,001 - $500,000 Filing Date: 2025/01/15 | |
| other | U.S Treasury Bills [GS] | 2024/12/16 | BUY$250,001 - $500,000 Filing Date: 2025/01/15 | |
| other | CA ST DEPT WTR UTIL [GS] | 2024/12/02 | SELL$250,001 - $500,000 Filing Date: 2025/01/15 | |
| STEPSTONE TACTICAL GROWTH FUND III LP etf | 2024/11/18 | BUY$1,000 - $15,000 Filing Date: 2024/12/16 | |
| VISALIA CALIFORNIA municipal-security | 2024/11/07 | BUY$500,001 - $1,000,000 Filing Date: 2024/12/16 | |
| COUNTY OF ORANGE CALIFORNIA municipal-security | 2024/10/15 | SELL$50,001 - $100,000 Filing Date: 2024/11/15 | |
| PUBLIC UTILITIES COMMISSION OF CITY AND COUNTY OF SAN FRANCISCO municipal-security | 2024/10/01 | SELL$500,001 - $1,000,000 Filing Date: 2024/11/15 | |
| SACRAMENTO SUBURBAN WATER DISTRICT municipal-security | 2024/09/27 | BUY$50,001 - $100,000 Filing Date: 2024/10/16 | |
| ALLOCATE PREMIER ACCESS FUND LP etf | 2024/09/20 | BUY$15,001 - $50,000 Filing Date: 2024/10/16 | |
| ALLOCATE ALPHA FUND II LP etf | 2024/09/19 | BUY$15,001 - $50,000 Filing Date: 2024/10/16 | |
| | 2024/09/11 | BUY$15,001 - $50,000 Filing Date: 2024/10/16 | |
| GV CHRISTI LLC non-public-stock | 2024/09/10 | BUY$50,001 - $100,000 Filing Date: 2024/10/16 | |
| LYNETT CAPITAL PARTNERS II LP private-equity-fund | 2024/09/09 | BUY$100,001 - $250,000 Filing Date: 2024/10/16 | |
| SAN MATEO UNION HIGH SCHOOL DISTRICT SAN MATEO COUNTY CALIFORNIA municipal-security | 2024/09/03 | SELL$50,001 - $100,000 Filing Date: 2024/10/16 | |
| CALIFORNIA STATE UNIVERSITY stock | 2024/08/29 | BUY$250,001 - $500,000 Filing Date: 2024/09/12 | |
| SAN JUAN UNIFIED SCHOOL DISTRICT stock | 2024/08/20 | BUY$100,001 - $250,000 Filing Date: 2024/09/12 | |
| FOOTHILL-DE ANZA COMMUNITY COLLEGE DISTRICT stock | 2024/08/15 | BUY$500,001 - $1,000,000 Filing Date: 2024/09/12 | |
| | 2024/08/08 | BUY$250,001 - $500,000 Filing Date: 2024/09/12 | |
| | 2024/08/08 | SELL$500,001 - $1,000,000 Filing Date: 2024/09/12 | |
| COUNTY OF LOS ANGELES stock | 2024/08/07 | BUY$50,001 - $100,000 Filing Date: 2024/09/12 | |
| CERRITOS COMMUNITY COLLEGE DISTRICT LOS ANGELES COUNTY CALIFORNIA stock | 2024/08/01 | SELL$50,001 - $100,000 Filing Date: 2024/09/12 | |
| SAN FRANCISCO BAY AREA RAPID TRANSIT DISTRICT stock | 2024/08/01 | SELL$250,001 - $500,000 Filing Date: 2024/09/12 | |
| | 2024/07/25 | SELL$250,001 - $500,000 Filing Date: 2024/08/07 | |
| | 2024/07/23 | BUY$250,001 - $500,000 Filing Date: 2024/08/07 | |
| | 2024/07/17 | SELL$250,001 - $500,000 Filing Date: 2024/08/07 | |
| | 2024/07/12 | BUY$50,001 - $100,000 Filing Date: 2024/08/07 | |
| | 2024/07/10 | BUY$15,001 - $50,000 Filing Date: 2024/08/07 | |
| | 2024/07/10 | BUY$100,001 - $250,000 Filing Date: 2024/08/07 | |
| | 2024/07/01 | BUY$250,001 - $500,000 Filing Date: 2024/08/07 | |
| | 2024/07/01 | SELL$50,001 - $100,000 Filing Date: 2024/08/07 | |
| | 2024/06/27 | BUY$15,001 - $50,000 Filing Date: 2024/07/15 | |
| | 2024/06/21 | BUY$50,001 - $100,000 Filing Date: 2024/07/15 | |
| | 2024/06/20 | SELL$250,001 - $500,000 Filing Date: 2024/07/15 | |
| | 2024/06/17 | SELL$50,001 - $100,000 Filing Date: 2024/07/15 | |
| | 2024/06/11 | SELL$250,001 - $500,000 Filing Date: 2024/07/15 | |
| | 2024/06/07 | SELL$250,001 - $500,000 Filing Date: 2024/07/15 | |
| | 2024/06/03 | BUY$250,001 - $500,000 Filing Date: 2024/07/15 | |
| | 2024/05/22 | BUY$250,001 - $500,000 Filing Date: 2024/06/25 | |
| | 2024/05/20 | BUY$50,001 - $100,000 Filing Date: 2024/06/25 | |
| | 2024/05/20 | BUY$50,001 - $100,000 Filing Date: 2024/06/25 | |
| | 2024/05/17 | BUY$50,001 - $100,000 Filing Date: 2024/06/25 | |
| | 2024/05/16 | SELL$250,001 - $500,000 Filing Date: 2024/06/25 | |
| municipal-security | municipal-security 750000 | 2024/03/21 | SELL$500,001 - $1,000,000 Filing Date: 2024/04/17 | |
| municipal-security | municipal-security 750000 | 2024/03/05 | BUY$500,001 - $1,000,000 Filing Date: 2024/04/17 | |
| municipal-security | municipal-security 750000 | 2024/02/29 | SELL$500,001 - $1,000,000 Filing Date: 2024/03/11 | |
| municipal-security | municipal-security 750000 | 2024/02/14 | BUY$500,001 - $1,000,000 Filing Date: 2024/03/11 | |
| municipal-security | municipal-security 750000 | 2024/02/08 | SELL$500,001 - $1,000,000 Filing Date: 2024/03/11 | |
| municipal-security | municipal-security 375000 | 2024/01/31 | BUY$250,001 - $500,000 Filing Date: 2024/02/15 | |
| municipal-security | municipal-security 375000 | 2024/01/18 | SELL$250,001 - $500,000 Filing Date: 2024/02/15 | |
| venture-capital | Description: Pooled Investment Fund/Venture Capital venture-capital 17... | 2024/01/17 | BUY$100,001 - $250,000 Filing Date: 2024/02/15 | |
| municipal-security | municipal-security 1000000 | 2024/01/02 | BUY$1,000,001 - $5,000,000 Filing Date: 2024/02/15 | |
| municipal-security | municipal-security 1000000 | 2024/01/02 | BUY$1,000,001 - $5,000,000 Filing Date: 2024/02/15 | |
| | municipal-security 175000 | 2023/12/27 | BUY$100,001 - $250,000 Filing Date: 2024/01/22 | |
| | municipal-security 1000000 | 2023/12/27 | BUY$500,001 - $1,000,000 Filing Date: 2024/01/22 | |
| | municipal-security 1000000 | 2023/12/26 | BUY$500,001 - $1,000,000 Filing Date: 2024/01/22 | |
| | municipal-security 750000 | 2023/12/21 | SELL$500,001 - $1,000,000 Filing Date: 2024/01/22 | |
| | municipal-security 375000 | 2023/12/19 | BUY$250,001 - $500,000 Filing Date: 2024/01/22 | |
| | municipal-security 375000 | 2023/12/14 | BUY$250,001 - $500,000 Filing Date: 2024/01/22 | |
| | municipal-security 750000 | 2023/12/14 | SELL$500,001 - $1,000,000 Filing Date: 2024/01/22 | |
| | municipal-security 375000 | 2023/11/20 | BUY$250,001 - $500,000 Filing Date: 2023/12/14 | |
| | 2023/11/20 | BUY$250,001 - $500,000 Filing Date: 2023/12/14 | |
| | municipal-security 750000 | 2023/11/17 | BUY$500,001 - $1,000,000 Filing Date: 2023/12/14 | |
| | 2023/11/17 | BUY$500,001 - $1,000,000 Filing Date: 2023/12/14 | |
| | municipal-security 750000 | 2023/11/08 | BUY$500,001 - $1,000,000 Filing Date: 2023/12/14 | |
| | Description: Pooled Investment Fund/Venture Capital venture-capital 17... | 2023/11/08 | BUY$100,001 - $250,000 Filing Date: 2023/12/14 | |
| | 2023/11/08 | BUY$500,001 - $1,000,000 Filing Date: 2023/12/14 | |
| | 2023/11/08 | BUY$500,001 - $1,000,000 Filing Date: 2023/12/14 | |
| venture-capital | Description: Pooled Investment Fund/Venture Capital | 2023/11/08 | BUY$100,001 - $250,000 Filing Date: 2023/12/14 | |
| | municipal-security 750000 | 2023/11/02 | SELL$500,001 - $1,000,000 Filing Date: 2023/12/14 | |
| | 2023/11/02 | SELL$500,001 - $1,000,000 Filing Date: 2023/12/14 | |
| | municipal-security 750000 | 2023/11/01 | SELL$500,001 - $1,000,000 Filing Date: 2023/12/14 | |
| | 2023/11/01 | SELL$500,001 - $1,000,000 Filing Date: 2023/12/14 | |
| POOLED INVESTMENT FUND/VENTURE CAPITAL | , POOLED INVESTMENT FUND/VENTURE CAPITAL, POOLED INVESTMENT FUND/VENTU... | 2023/11/08 | BUY$100,001 - $250,000 Filing Date: 2023/11/30 | |
| | municipal-security 175000 | 2023/10/31 | BUY$100,001 - $250,000 Filing Date: 2023/11/15 | |
| | 2023/10/31 | BUY$100,001 - $250,000 Filing Date: 2023/11/15 | |
| | municipal-security 375000 | 2023/10/02 | SELL$250,001 - $500,000 Filing Date: 2023/11/15 | |
| | municipal-security 1000000 | 2023/10/02 | SELL$500,001 - $1,000,000 Filing Date: 2023/11/15 | |
| | 2023/10/02 | SELL$250,001 - $500,000 Filing Date: 2023/11/15 | |
| | 2023/10/02 | SELL$1,000,001 - $5,000,000 Filing Date: 2023/11/15 | |
| | municipal-security 750000 | 2023/09/25 | BUY$500,001 - $1,000,000 Filing Date: 2023/10/13 | |
| | municipal-security 175000 | 2023/09/25 | BUY$100,001 - $250,000 Filing Date: 2023/10/13 | |
| | 2023/09/25 | BUY$100,001 - $250,000 Filing Date: 2023/10/13 | |
| | 2023/09/25 | BUY$500,001 - $1,000,000 Filing Date: 2023/10/13 | |
| | municipal-security 175000 | 2023/09/21 | SELL$100,001 - $250,000 Filing Date: 2023/10/13 | |
| | municipal-security 750000 | 2023/09/21 | SELL$500,001 - $1,000,000 Filing Date: 2023/10/13 | |
| | 2023/09/21 | SELL$500,001 - $1,000,000 Filing Date: 2023/10/13 | |
| | 2023/09/21 | SELL$100,001 - $250,000 Filing Date: 2023/10/13 | |
| | municipal-security 750000 | 2023/08/17 | BUY$500,001 - $1,000,000 Filing Date: 2023/09/14 | |
| | 2023/08/17 | BUY$500,001 - $1,000,000 Filing Date: 2023/09/14 | |
| | municipal-security 175000 | 2023/08/08 | BUY$100,001 - $250,000 Filing Date: 2023/09/14 | |
| | 2023/08/08 | BUY$100,001 - $250,000 Filing Date: 2023/09/14 | |
| | municipal-security 375000 | 2023/08/01 | SELL$250,001 - $500,000 Filing Date: 2023/09/14 | |
| | municipal-security 75000 | 2023/08/01 | SELL$50,001 - $100,000 Filing Date: 2023/09/14 | |
| | 2023/08/01 | SELL$250,001 - $500,000 Filing Date: 2023/09/14 | |
| | 2023/08/01 | SELL$50,001 - $100,000 Filing Date: 2023/09/14 | |
| | municipal-security 375000 | 2023/07/24 | BUY$250,001 - $500,000 Filing Date: 2023/08/12 | |
| | 2023/07/24 | BUY$250,001 - $500,000 Filing Date: 2023/08/12 | |
| | municipal-security 375000 | 2023/07/20 | SELL$250,001 - $500,000 Filing Date: 2023/08/12 | |
| | 2023/07/20 | SELL$250,001 - $500,000 Filing Date: 2023/08/12 | |
| | municipal-security 32500 | 2023/07/14 | BUY$15,001 - $50,000 Filing Date: 2023/08/12 | |
| | 2023/07/14 | BUY$15,001 - $50,000 Filing Date: 2023/08/12 | |
| | municipal-security 175000 | 2023/07/13 | BUY$100,001 - $250,000 Filing Date: 2023/08/12 | |
| | 2023/07/13 | BUY$100,001 - $250,000 Filing Date: 2023/08/12 | |
| | municipal-security 32500 | 2023/07/10 | SELL$15,001 - $50,000 Filing Date: 2023/08/12 | |
| | 2023/07/10 | SELL$15,001 - $50,000 Filing Date: 2023/08/12 | |
| | municipal-security 1000000 | 2023/06/26 | BUY$500,001 - $1,000,000 Filing Date: 2023/07/14 | |
| | 2023/06/26 | BUY$1,000,001 - $5,000,000 Filing Date: 2023/07/14 | |
| | municipal-security 375000 | 2023/06/23 | BUY$250,001 - $500,000 Filing Date: 2023/07/14 | |
| | 2023/06/23 | BUY$250,001 - $500,000 Filing Date: 2023/07/14 | |
| | municipal-security 1000000 | 2023/06/22 | SELL$500,001 - $1,000,000 Filing Date: 2023/07/14 | |
| | 2023/06/22 | SELL$1,000,001 - $5,000,000 Filing Date: 2023/07/14 | |
| | municipal-security 375000 | 2023/06/15 | SELL$250,001 - $500,000 Filing Date: 2023/07/14 | |
| | 2023/06/15 | SELL$250,001 - $500,000 Filing Date: 2023/07/14 | |
| | municipal-security 750000 | 2023/05/15 | SELL$500,001 - $1,000,000 Filing Date: 2023/06/13 | |
| | 2023/05/15 | SELL$500,001 - $1,000,000 Filing Date: 2023/06/13 | |
| | municipal-security 175000 | 2023/04/25 | BUY$100,001 - $250,000 Filing Date: 2023/05/10 | |
| | municipal-security 750000 | 2023/04/25 | BUY$500,001 - $1,000,000 Filing Date: 2023/05/10 | |
| | 2023/04/25 | BUY$100,001 - $250,000 Filing Date: 2023/05/10 | |
| | 2023/04/25 | BUY$500,001 - $1,000,000 Filing Date: 2023/05/10 | |
| | municipal-security 750000 | 2023/04/24 | BUY$500,001 - $1,000,000 Filing Date: 2023/05/10 | |
| | 2023/04/24 | BUY$500,001 - $1,000,000 Filing Date: 2023/05/10 | |
| | municipal-security 375000 | 2023/04/03 | SELL$250,001 - $500,000 Filing Date: 2023/05/10 | |
| | 2023/04/03 | SELL$250,001 - $500,000 Filing Date: 2023/05/10 | |
| | municipal-security 175000 | 2023/03/07 | SELL$100,001 - $250,000 Filing Date: 2023/04/13 | |
| | 2023/03/07 | SELL$100,001 - $250,000 Filing Date: 2023/04/13 | |
| | municipal-security 175000 | 2023/02/07 | BUY$100,001 - $250,000 Filing Date: 2023/03/28 | |
| | 2023/02/07 | BUY$100,001 - $250,000 Filing Date: 2023/03/28 | |
| | Description: Packaging Company non-public-stock 175000 | 2023/01/03 | SELL$100,001 - $250,000 Filing Date: 2023/02/13 | |
| non-public-stock | Description: Packaging Company | 2023/01/03 | SELL$100,001 - $250,000 Filing Date: 2023/02/13 | |
| | municipal-security 32500 | 2023/01/01 | SELL$15,001 - $50,000 Filing Date: 2023/02/13 | |
| | 2023/01/01 | SELL$15,001 - $50,000 Filing Date: 2023/02/13 | |
| | municipal-security 375000 | 2022/08/12 | BUY$250,001 - $500,000 Filing Date: 2022/09/12 | |
| | municipal-security 375000 | 2022/08/01 | SELL$250,001 - $500,000 Filing Date: 2022/09/12 | |
| | municipal-security 175000 | 2022/07/06 | BUY$100,001 - $250,000 Filing Date: 2022/08/16 | |
| | municipal-security 750000 | 2022/07/06 | BUY$500,001 - $1,000,000 Filing Date: 2022/08/16 | |
| | municipal-security 375000 | 2022/06/21 | BUY$250,001 - $500,000 Filing Date: 2022/07/15 | |
| | municipal-security 175000 | 2022/06/02 | BUY$100,001 - $250,000 Filing Date: 2022/07/15 | |
| | municipal-security 175000 | 2022/05/26 | BUY$100,001 - $250,000 Filing Date: 2022/06/19 | |
| | municipal-security 375000 | 2022/05/26 | BUY$250,001 - $500,000 Filing Date: 2022/06/19 | |
| | municipal-security 175000 | 2022/05/24 | BUY$100,001 - $250,000 Filing Date: 2022/06/19 | |
| | DESOUPTION: CUSIP: 156792GD9 municipal-security 175000 | 2022/05/20 | BUY$100,001 - $250,000 Filing Date: 2022/06/19 | |
| | municipal-security 175000 | 2022/05/19 | BUY$100,001 - $250,000 Filing Date: 2022/06/19 | |
| | municipal-security 375000 | 2022/05/18 | BUY$250,001 - $500,000 Filing Date: 2022/06/19 | |
| | municipal-security 175000 | 2022/05/18 | BUY$100,001 - $250,000 Filing Date: 2022/06/19 | |
| | municipal-security 750000 | 2022/05/16 | BUY$500,001 - $1,000,000 Filing Date: 2022/06/19 | |
| CUSIP: 156792GD9 | , CUSIP: 156792GD9, CUSIP: 156792GD9 | 2022/05/20 | BUY$100,001 - $250,000 Filing Date: 2022/05/31 | |
| | DESCRIPTION: Packaging Company non-public-stock 1000000 | 2022/04/19 | BUY$500,001 - $1,000,000 Filing Date: 2022/05/18 | |
| PACKAGING COMPANY | , PACKAGING COMPANY, PACKAGING COMPANY | 2022/04/19 | BUY$1,000,000 Filing Date: 2022/04/30 | |
| | DESCRIPTION: Real Estate ownership-interest 175000 | 2022/01/31 | BUY$100,001 - $250,000 Filing Date: 2022/02/15 | |
| REAL ESTATE | , REAL ESTATE, REAL ESTATE | 2022/01/31 | BUY$100,001 - $250,000 Filing Date: 2022/01/31 | |
| | municipal-security 750000 | 2021/11/01 | SELL$500,001 - $1,000,000 Filing Date: 2021/12/06 | |
| municipal-security | municipal-security 1000000 | 2021/10/14 | SELL$1,000,001 - $5,000,000 Filing Date: 2021/11/12 | |
| | municipal-security 750000 | 2021/10/14 | SELL$500,001 - $1,000,000 Filing Date: 2021/11/12 | |
| | municipal-security 1000000 | 2021/10/14 | SELL$500,001 - $1,000,000 Filing Date: 2021/11/12 | |
| | municipal-security 375000 | 2021/10/14 | SELL$250,001 - $500,000 Filing Date: 2021/11/12 | |
| | municipal-security 75000 | 2021/10/13 | BUY$50,001 - $100,000 Filing Date: 2021/11/12 | |
| | municipal-security 1000000 | 2021/09/21 | SELL$500,001 - $1,000,000 Filing Date: 2021/10/15 | |
| | municipal-security 75000 | 2021/09/02 | BUY$50,001 - $100,000 Filing Date: 2021/10/15 | |
| | municipal-security 75000 | 2021/09/01 | SELL$50,001 - $100,000 Filing Date: 2021/10/15 | |
| | municipal-security 750000 | 2021/08/16 | SELL$500,001 - $1,000,000 Filing Date: 2021/09/13 | |
| | municipal-security 375000 | 2021/08/02 | SELL$250,001 - $500,000 Filing Date: 2021/09/13 | |
| | municipal-security 175000 | 2021/06/17 | SELL$100,001 - $250,000 Filing Date: 2021/07/09 | |
| | municipal-security 375000 | 2021/05/03 | SELL$250,001 - $500,000 Filing Date: 2021/06/08 | |
| | municipal-security 75000 | 2021/05/03 | SELL$50,001 - $100,000 Filing Date: 2021/06/08 | |
| | municipal-security 75000 | 2021/04/28 | BUY$50,001 - $100,000 Filing Date: 2021/05/12 | |
| | municipal-security 75000 | 2021/04/13 | BUY$50,001 - $100,000 Filing Date: 2021/05/12 | |
| | municipal-security 750000 | 2021/04/05 | SELL$500,001 - $1,000,000 Filing Date: 2021/05/12 | |
| | municipal-security 75000 | 2021/04/01 | SELL$50,001 - $100,000 Filing Date: 2021/05/12 | |
| | municipal-security 750000 | 2021/03/10 | SELL$500,001 - $1,000,000 Filing Date: 2021/04/14 | |
| | municipal-security 175000 | 2021/02/16 | SELL$100,001 - $250,000 Filing Date: 2021/03/11 | |
| | municipal-security 175000 | 2021/02/11 | BUY$100,001 - $250,000 Filing Date: 2021/03/11 | |
| | municipal-security 75000 | 2021/02/10 | SELL$50,001 - $100,000 Filing Date: 2021/03/11 | |
| | municipal-security 175000 | 2021/02/10 | SELL$100,001 - $250,000 Filing Date: 2021/03/11 | |
| | municipal-security 75000 | 2021/02/01 | SELL$50,001 - $100,000 Filing Date: 2021/03/11 | |
| | Spouse/DC municipal-security 1000000 | 2021/01/08 | SELL$500,001 - $1,000,000 Filing Date: 2021/02/08 | |
| | municipal-security 750000 | 2020/12/30 | SELL$500,001 - $1,000,000 Filing Date: 2021/01/13 | |
| | municipal-security 750000 | 2020/12/16 | BUY$500,001 - $1,000,000 Filing Date: 2021/01/13 | |
| | municipal-security 750000 | 2020/12/10 | SELL$500,001 - $1,000,000 Filing Date: 2021/01/13 | |
| | Packaging Company non-public-stock 375000 | 2020/11/30 | BUY$250,001 - $500,000 Filing Date: 2020/12/18 | |
| | municipal-security 175000 | 2020/10/14 | BUY$100,001 - $250,000 Filing Date: 2020/11/12 | |
| | Pooled Investment Fund/Venture Capital venture-capital 32500 | 2020/10/09 | BUY$15,001 - $50,000 Filing Date: 2020/11/12 | |
| | municipal-security 75000 | 2020/10/01 | SELL$50,001 - $100,000 Filing Date: 2020/11/12 | |
| | municipal-security 175000 | 2020/09/10 | BUY$100,001 - $250,000 Filing Date: 2020/10/13 | |
| | municipal-security 75000 | 2020/09/01 | SELL$50,001 - $100,000 Filing Date: 2020/10/13 | |
| | municipal-security 1000000 | 2020/08/19 | BUY$500,001 - $1,000,000 Filing Date: 2020/09/13 | |
| | municipal-security 175000 | 2020/08/13 | BUY$100,001 - $250,000 Filing Date: 2020/09/13 | |
| | 2020/08/04 | SELL$1,000 - $15,000 Filing Date: 2020/09/13 | |
| | municipal-security 1000000 | 2020/08/03 | SELL$500,001 - $1,000,000 Filing Date: 2020/09/13 | |
| | 2020/08/03 | SELL$1,000 - $15,000 Filing Date: 2020/09/13 | |
| | municipal-security 375000 | 2020/07/29 | SELL$250,001 - $500,000 Filing Date: 2020/09/13 | |
| | 2020/08/04 | SELL1001-15000 Filing Date: 2020/09/13 | |
| | 2020/08/03 | SELL1001-15000 Filing Date: 2020/09/13 | |
| | 2020/08/04 | SELL$1,001 - $15,000 Filing Date: 2020/08/31 | |
| | 2020/08/03 | SELL$1,001 - $15,000 Filing Date: 2020/08/31 | |
| | 2020/07/31 | SELL1001-15000 Filing Date: 2020/08/13 | |
| | 2020/07/29 | SELL1001-15000 Filing Date: 2020/08/13 | |
| | 2020/07/28 | SELL1001-15000 Filing Date: 2020/08/13 | |
| | 2020/07/31 | SELL$1,000 - $15,000 Filing Date: 2020/08/13 | |
| | 2020/07/30 | SELL$1,000 - $15,000 Filing Date: 2020/08/13 | |
| | municipal-security 175000 | 2020/07/29 | SELL$100,001 - $250,000 Filing Date: 2020/08/13 | |
| | municipal-security 1000000 | 2020/07/29 | SELL$500,001 - $1,000,000 Filing Date: 2020/08/13 | |
| | 2020/07/29 | SELL$1,000 - $15,000 Filing Date: 2020/08/13 | |
| | 2020/07/28 | SELL$1,000 - $15,000 Filing Date: 2020/08/13 | |
| | municipal-security 175000 | 2020/07/24 | SELL$100,001 - $250,000 Filing Date: 2020/08/13 | |
| | municipal-security 1000000 | 2020/07/16 | SELL$500,001 - $1,000,000 Filing Date: 2020/08/13 | |
| | municipal-security 750000 | 2020/07/15 | SELL$500,001 - $1,000,000 Filing Date: 2020/08/13 | |
| | municipal-security 1000000 | 2020/07/13 | SELL$500,001 - $1,000,000 Filing Date: 2020/08/13 | |
| | municipal-security 1000000 | 2020/07/10 | SELL$500,001 - $1,000,000 Filing Date: 2020/08/13 | |
| | municipal-security 175000 | 2020/07/01 | SELL$100,001 - $250,000 Filing Date: 2020/08/13 | |
| | 2020/07/31 | SELL$1,001 - $15,000 Filing Date: 2020/07/31 | |
| | 2020/07/30 | SELL$1,001 - $15,000 Filing Date: 2020/07/31 | |
| | 2020/07/29 | SELL$1,001 - $15,000 Filing Date: 2020/07/31 | |
| | 2020/07/28 | SELL$1,001 - $15,000 Filing Date: 2020/07/31 | |
| | municipal-security 375000 | 2020/06/18 | SELL$250,001 - $500,000 Filing Date: 2020/07/12 | |
| | municipal-security 750000 | 2020/06/16 | BUY$500,001 - $1,000,000 Filing Date: 2020/07/12 | |
| | municipal-security 175000 | 2020/06/15 | SELL$100,001 - $250,000 Filing Date: 2020/07/12 | |
| | municipal-security 750000 | 2020/06/11 | SELL$500,001 - $1,000,000 Filing Date: 2020/07/12 | |
| | municipal-security 75000 | 2020/06/01 | SELL$50,001 - $100,000 Filing Date: 2020/07/12 | |
| | municipal-security 750000 | 2020/05/13 | BUY$500,001 - $1,000,000 Filing Date: 2020/06/12 | |
| | municipal-security 750000 | 2020/05/11 | BUY$500,001 - $1,000,000 Filing Date: 2020/06/12 | |
| | municipal-security 750000 | 2020/05/01 | SELL$500,001 - $1,000,000 Filing Date: 2020/06/12 | |
| | municipal-security 375000 | 2020/04/13 | SELL$250,001 - $500,000 Filing Date: 2020/05/14 | |
| | municipal-security 750000 | 2020/04/09 | BUY$500,001 - $1,000,000 Filing Date: 2020/05/14 | |
| | municipal-security 375000 | 2020/04/08 | BUY$250,001 - $500,000 Filing Date: 2020/05/14 | |
| | municipal-security 750000 | 2020/04/08 | BUY$500,001 - $1,000,000 Filing Date: 2020/05/14 | |
| | municipal-security 375000 | 2020/04/01 | BUY$250,001 - $500,000 Filing Date: 2020/05/14 | |
| | municipal-security 1000000 | 2020/03/31 | BUY$500,001 - $1,000,000 Filing Date: 2020/04/14 | |
| | municipal-security 750000 | 2020/03/30 | BUY$500,001 - $1,000,000 Filing Date: 2020/04/14 | |
| | municipal-security 1000000 | 2020/03/26 | SELL$500,001 - $1,000,000 Filing Date: 2020/04/14 | |
| | municipal-security 750000 | 2020/03/13 | BUY$500,001 - $1,000,000 Filing Date: 2020/04/14 | |
| | municipal-security 750000 | 2020/03/12 | SELL$500,001 - $1,000,000 Filing Date: 2020/04/14 | |
| | Pooled Investment Fund/Venture Capital venture-capital 32500 | 2020/03/02 | BUY$15,001 - $50,000 Filing Date: 2020/04/14 | |
| | municipal-security 750000 | 2020/01/29 | SELL$500,001 - $1,000,000 Filing Date: 2020/02/17 | |
| | municipal-security 750000 | 2020/01/28 | BUY$500,001 - $1,000,000 Filing Date: 2020/02/17 | |
| | municipal-security 1000000 | 2020/01/27 | SELL$500,001 - $1,000,000 Filing Date: 2020/02/17 | |
| | municipal-security 750000 | 2020/01/27 | SELL$500,001 - $1,000,000 Filing Date: 2020/02/17 | |
| | municipal-security 375000 | 2020/01/27 | SELL$250,001 - $500,000 Filing Date: 2020/02/17 | |
| | municipal-security 1000000 | 2020/01/27 | BUY$500,001 - $1,000,000 Filing Date: 2020/02/17 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2019/06/07 | SELL$1,001 - $15,000 Filing Date: 2019/06/30 | |
| | , RAND CAPITAL CORPORATION, RAND | 2019/06/07 | SELL$1,001 - $15,000 Filing Date: 2019/06/30 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2019/06/04 | SELL$1,001 - $15,000 Filing Date: 2019/06/30 | |
| | , RAND CAPITAL CORPORATION, RAND | 2019/06/04 | SELL$1,001 - $15,000 Filing Date: 2019/06/30 | |
| | , RAND CAPITAL CORPORATION, RAND | 2019/06/03 | SELL$1,001 - $15,000 Filing Date: 2019/06/30 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2019/06/03 | SELL$1,001 - $15,000 Filing Date: 2019/06/30 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2019/05/28 | SELL$1,001 - $15,000 Filing Date: 2019/05/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2019/05/28 | SELL$1,001 - $15,000 Filing Date: 2019/05/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2019/05/24 | SELL$15,001 - $50,000 Filing Date: 2019/05/31 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2019/05/24 | SELL$15,001 - $50,000 Filing Date: 2019/05/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2019/05/23 | SELL$1,001 - $15,000 Filing Date: 2019/05/31 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2019/05/23 | SELL$1,001 - $15,000 Filing Date: 2019/05/31 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2019/05/22 | SELL$1,001 - $15,000 Filing Date: 2019/05/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2019/05/22 | SELL$1,001 - $15,000 Filing Date: 2019/05/31 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2019/05/21 | SELL$1,001 - $15,000 Filing Date: 2019/05/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2019/05/21 | SELL$1,001 - $15,000 Filing Date: 2019/05/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2019/05/20 | SELL$1,001 - $15,000 Filing Date: 2019/05/31 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2019/05/20 | SELL$1,001 - $15,000 Filing Date: 2019/05/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2019/05/17 | SELL$1,001 - $15,000 Filing Date: 2019/05/31 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2019/05/17 | SELL$1,001 - $15,000 Filing Date: 2019/05/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2019/03/07 | SELL$15,001 - $50,000 Filing Date: 2019/03/31 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2019/03/07 | SELL$15,001 - $50,000 Filing Date: 2019/03/31 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2019/03/06 | SELL$15,001 - $50,000 Filing Date: 2019/03/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2019/03/06 | SELL$15,001 - $50,000 Filing Date: 2019/03/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2019/03/05 | SELL$1,001 - $15,000 Filing Date: 2019/03/31 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2019/03/05 | SELL$1,001 - $15,000 Filing Date: 2019/03/31 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2019/03/04 | SELL$1,001 - $15,000 Filing Date: 2019/03/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2019/03/04 | SELL$1,001 - $15,000 Filing Date: 2019/03/31 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2019/03/01 | SELL$1,001 - $15,000 Filing Date: 2019/03/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2019/03/01 | SELL$1,001 - $15,000 Filing Date: 2019/03/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2019/02/28 | SELL$1,001 - $15,000 Filing Date: 2019/02/28 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2019/02/28 | SELL$1,001 - $15,000 Filing Date: 2019/02/28 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2018/08/14 | SELL$15,001 - $50,000 Filing Date: 2018/08/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2018/08/14 | SELL$15,001 - $50,000 Filing Date: 2018/08/31 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2018/08/10 | SELL$15,001 - $50,000 Filing Date: 2018/08/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2018/08/10 | SELL$15,001 - $50,000 Filing Date: 2018/08/31 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2018/08/09 | SELL$1,001 - $15,000 Filing Date: 2018/08/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2018/08/09 | SELL$1,001 - $15,000 Filing Date: 2018/08/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2018/08/07 | SELL$1,001 - $15,000 Filing Date: 2018/08/31 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2018/08/07 | SELL$1,001 - $15,000 Filing Date: 2018/08/31 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2018/08/03 | SELL$15,001 - $50,000 Filing Date: 2018/08/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2018/08/03 | SELL$15,001 - $50,000 Filing Date: 2018/08/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2018/08/01 | SELL$50,001 - $100,000 Filing Date: 2018/08/31 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2018/08/01 | SELL$50,001 - $100,000 Filing Date: 2018/08/31 | |
| | , RAND CAPITAL CORPORATION, RAND | 2018/07/27 | SELL$1,001 - $15,000 Filing Date: 2018/07/31 | |
| | Spouse, RAND CAPITAL CORPORATION, RAND | 2018/07/27 | SELL$1,001 - $15,000 Filing Date: 2018/07/31 | |
| | , ALLERGAN PLC ORDINARY SHARES, AGN | 2015/08/27 | BUY$15,001 - $50,000 Filing Date: 2015/08/31 | |
| | Spouse, ALLERGAN PLC ORDINARY SHARES, AGN | 2015/08/27 | BUY$15,001 - $50,000 Filing Date: 2015/08/31 | |
| | , NEXTERA ENERGY, INC., NEE | 2015/08/27 | BUY$15,001 - $50,000 Filing Date: 2015/08/31 | |
| | , TJX COMPANIES, INC., TJX | 2015/08/27 | SELL$15,001 - $50,000 Filing Date: 2015/08/31 | |
| | Spouse, TJX COMPANIES, INC., TJX | 2015/08/27 | SELL$15,001 - $50,000 Filing Date: 2015/08/31 | |
| | , UNITEDHEALTH GROUP INCORPORATED, UNH | 2015/08/27 | SELL$15,001 - $50,000 Filing Date: 2015/08/31 | |
| | , WALT DISNEY COMPANY, DIS | 2015/08/17 | SELL$15,001 - $50,000 Filing Date: 2015/08/31 | |
| | Spouse, WALT DISNEY COMPANY, DIS | 2015/08/17 | SELL$15,001 - $50,000 Filing Date: 2015/08/31 | |
| | , NEXTERA ENERGY, INC., NEE | 2015/08/17 | BUY$15,001 - $50,000 Filing Date: 2015/08/31 | |
| | Spouse, NEXTERA ENERGY, INC., NEE | 2015/08/17 | BUY$15,001 - $50,000 Filing Date: 2015/08/31 | |
| | Spouse, BANK OF AMERICA CORPORATION, BAC | 2015/07/17 | SELL$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , BANK OF AMERICA CORPORATION, BAC | 2015/07/17 | SELL$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | Spouse, THERMO FISHER SCIENTIFIC INC, TMO | 2015/07/17 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , THERMO FISHER SCIENTIFIC INC, TMO | 2015/07/17 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | , AUTOMATIC DATA PROCESSING, INC., ADP | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | , AUTOMATIC DATA PROCESSING, INC., ADP | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , ALLIANCE DATA SYSTEMS CORPORATION, ADS | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , ALLERGAN PLC ORDINARY SHARES, AGN | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | Spouse, ALLERGAN PLC ORDINARY SHARES, AGN | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | , ALLERGAN PLC ORDINARY SHARES, AGN | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | Spouse, ALLERGAN PLC ORDINARY SHARES, AGN | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , AMAZON.COM, INC., AMZN | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | , ANADARKO PETROLEUM CORPORATION, APC | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , AMERICAN EXPRESS COMPANY, AXP | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , BANK OF AMERICA CORPORATION, BAC | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , COLGATEPALMOLIVE COMPANY, CL | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , COMCAST CORPORATION CLASS A, CMCSA | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , COMCAST CORPORATION CLASS A, CMCSA | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | , CAPITAL ONE FINANCIAL CORPORATION, COF | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | , CAPITAL ONE FINANCIAL CORPORATION, COF | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , CISCO SYSTEMS, INC., CSCO | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , CITRIX SYSTEMS, INC., CTXS | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , CVS HEALTH CORPORATION, CVS | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , CVS HEALTH CORPORATION, CVS | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | , DOLLAR GENERAL CORPORATION, DG | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , DANAHER CORPORATION, DHR | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , DANAHER CORPORATION, DHR | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | , WALT DISNEY COMPANY, DIS | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , EOG RESOURCES, INC., EOG | 2015/07/10 | BUY$1,001 - $15,000 Filing Date: 2015/07/31 | |
| | , EOG RESOURCES, INC., EOG | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | Spouse, EOG RESOURCES, INC., EOG | 2015/07/10 | BUY$1,001 - $15,000 Filing Date: 2015/07/31 | |
| | 2015/07/10 | BUY$1,001 - $15,000 Filing Date: 2015/07/31 | |
| | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , FIDELITY NATIONAL INFORMATION SERVICES, FIS | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , FIDELITY NATIONAL INFORMATION SERVICES, INC., FIS | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , GENERAL ELECTRIC COMPANY, GE | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | , GOOGLE INC. CLASS C CAPITAL STOCK, GOOG | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | , JOHNSON & JOHNSON, JNJ | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , JP MORGAN CHASE & CO., JPM | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | , MEDTRONIC PLC. ORDINARY SHARES, MDT | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | , MERCK & COMPANY, INC., MRK | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , MARATHON OIL CORPORATION, MRO | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , MICROSOFT CORPORATION, MSFT | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , MICROSOFT CORPORATION, MSFT | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | , OMNICOM GROUP INC., OMC | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , ORACLE CORPORATION, ORCL | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , ORACLE CORPORATION, ORCL | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , PRUDENTIAL FINANCIAL, INC., PRU | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , PRUDENTIAL FINANCIAL, INC., PRU | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , QUALCOMM INCORPORATED, QCOM | 2015/07/10 | BUY$1,001 - $15,000 Filing Date: 2015/07/31 | |
| | , QUALCOMM INCORPORATED, QCOM | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , STRYKER CORPORATION, SYK | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , TJX COMPANIES, INC., TJX | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , UNITEDHEALTH GROUP INCORPORATED, UNH | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | , UNION PACIFIC CORPORATION, UNP | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | , UNITED TECHNOLOGIES CORPORATION, UTX | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , V.F. CORPORATION, VFC | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , VERIZON COMMUNICATIONS INC., VZ | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , WELLS FARGO & COMPANY, WFC | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , WELLS FARGO & COMPANY, WFC | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | , WILLIAMS COMPANIES, INC., WMB | 2015/07/10 | BUY$15,001 - $50,000 Filing Date: 2015/07/31 | |
| | , WILLIAMS COMPANIES, INC., WMB | 2015/07/10 | BUY$50,001 - $100,000 Filing Date: 2015/07/31 | |
| | Spouse, EOG RESOURCES, INC., EOG | 2015/06/29 | BUY$1,001 - $15,000 Filing Date: 2015/06/30 | |
| | , EOG RESOURCES, INC., EOG | 2015/06/29 | BUY$1,001 - $15,000 Filing Date: 2015/06/30 | |
| | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , AUTOMATIC DATA PROCESSING, INC., ADP | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | Spouse, ALLIANCE DATA SYSTEMS CORPORATION, ADS | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , ALLIANCE DATA SYSTEMS CORPORATION, ADS | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , ALLERGAN PLC ORDINARY SHARES, AGN | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | Spouse, ALLERGAN PLC ORDINARY SHARES, AGN | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , AMAZON.COM, INC., AMZN | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , ANADARKO PETROLEUM CORPORATION, APC | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , BANK OF AMERICA CORPORATION, BAC | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , COLGATEPALMOLIVE COMPANY, CL | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , COMCAST CORPORATION CLASS A, CMCSA | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , CAPITAL ONE FINANCIAL CORPORATION, COF | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , CISCO SYSTEMS, INC., CSCO | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , CITRIX SYSTEMS, INC., CTXS | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , CVS HEALTH CORPORATION, CVS | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , DOLLAR GENERAL CORPORATION, DG | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , FIDELITY NATIONAL INFORMATION SERVICES, FIS | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , GENERAL ELECTRIC COMPANY, GE | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , GOOGLE INC. CLASS C CAPITAL STOCK, GOOG | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , JOHNSON & JOHNSON, JNJ | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , JP MORGAN CHASE & CO., JPM | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , MEDTRONIC PLC. ORDINARY SHARES, MDT | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , MERCK & COMPANY, INC., MRK | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , MARATHON OIL CORPORATION, MRO | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , MICROSOFT CORPORATION, MSFT | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , OMNICOM GROUP INC., OMC | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , ORACLE CORPORATION, ORCL | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , PRUDENTIAL FINANCIAL, INC., PRU | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , QUALCOMM INCORPORATED, QCOM | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , STRYKER CORPORATION, SYK | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , TJX COMPANIES, INC., TJX | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , UNITEDHEALTH GROUP INCORPORATED, UNH | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , UNION PACIFIC CORPORATION, UNP | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , UNITED TECHNOLOGIES CORPORATION, UTX | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , V.F. CORPORATION, VFC | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , VERIZON COMMUNICATIONS INC., VZ | 2015/06/26 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , WELLS FARGO & COMPANY, WFC | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , WILLIAMS COMPANIES, INC., WMB | 2015/06/26 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | Spouse, APPLE INC., AAPL | 2015/06/23 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | 2015/06/23 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , AUTOMATIC DATA PROCESSING, INC., ADP | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , ALLIANCE DATA SYSTEMS CORPORATION, ADS | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , ALLERGAN PLC ORDINARY SHARES, AGN | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | Spouse, ALLERGAN PLC ORDINARY SHARES, AGN | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , AMAZON.COM, INC., AMZN | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , ANADARKO PETROLEUM CORPORATION, APC | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , AMERICAN EXPRESS COMPANY, AXP | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , BANK OF AMERICA CORPORATION, BAC | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , COLGATEPALMOLIVE COMPANY, CL | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , COMCAST CORPORATION CLASS A, CMCSA | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , CISCO SYSTEMS, INC., CSCO | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , CITRIX SYSTEMS, INC., CTXS | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , CVS HEALTH CORPORATION, CVS | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , DOLLAR GENERAL CORPORATION, DG | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , DANAHER CORPORATION, DHR | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , WALT DISNEY COMPANY, DIS | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , FIDELITY NATIONAL INFORMATION SERVICES, INC., FIS | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , GENERAL ELECTRIC COMPANY, GE | 2015/06/23 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , GOOGLE INC. CLASS C CAPITAL STOCK, GOOG | 2015/06/23 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , JOHNSON & JOHNSON, JNJ | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , JP MORGAN CHASE & CO., JPM | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , MEDTRONIC PLC. ORDINARY SHARES, MDT | 2015/06/23 | BUY$50,001 - $100,000 Filing Date: 2015/06/30 | |
| | , MERCK & COMPANY, INC., MRK | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , MARATHON OIL CORPORATION, MRO | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , MICROSOFT CORPORATION, MSFT | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , OMNICOM GROUP INC., OMC | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , ORACLE CORPORATION, ORCL | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , PRUDENTIAL FINANCIAL, INC., PRU | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , QUALCOMM INCORPORATED, QCOM | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , STRYKER CORPORATION, SYK | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , TJX COMPANIES, INC., TJX | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , UNITEDHEALTH GROUP INCORPORATED, UNH | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , UNION PACIFIC CORPORATION, UNP | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , UNITED TECHNOLOGIES CORPORATION, UTX | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , V.F. CORPORATION, VFC | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , VERIZON COMMUNICATIONS INC., VZ | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , WELLS FARGO & COMPANY, WFC | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | , WILLIAMS COMPANIES, INC., WMB | 2015/06/23 | BUY$15,001 - $50,000 Filing Date: 2015/06/30 | |
| | Spouse, GSE SYSTEMS, INC., GVP | 2015/05/19 | SELL$15,001 - $50,000 Filing Date: 2015/05/31 | |
| | , GSE SYSTEMS, INC., GVP | 2015/05/19 | SELL$15,001 - $50,000 Filing Date: 2015/05/31 | |
| | , GSE SYSTEMS, INC., GVP | 2015/05/18 | SELL$1,001 - $15,000 Filing Date: 2015/05/31 | |
| | Spouse, GSE SYSTEMS, INC., GVP | 2015/05/18 | SELL$1,001 - $15,000 Filing Date: 2015/05/31 | |
| | , GSE SYSTEMS, INC., GVP | 2015/05/15 | SELL$1,001 - $15,000 Filing Date: 2015/05/31 | |
| | Spouse, GSE SYSTEMS, INC., GVP | 2015/05/15 | SELL$1,001 - $15,000 Filing Date: 2015/05/31 | |
| | , GSE SYSTEMS, INC., GVP | 2015/05/14 | SELL$1,001 - $15,000 Filing Date: 2015/05/31 | |
| | Spouse, GSE SYSTEMS, INC., GVP | 2015/05/14 | SELL$1,001 - $15,000 Filing Date: 2015/05/31 | |