Activity
1033 disclosed transactions
| Trade | Filed | Symbol | Action | Shares | Entry / exit | Range | Filing |
|---|---|---|---|---|---|---|---|
Aug 31, 2026 Spouse | Sep 21, 2026 | — New York, NY City COMB TX | Sell | — | — | $500,001 – $1,000,000 | 20035434 |
Aug 31, 2026 Spouse | Sep 21, 2026 | — U.S. Treasury Bill | Sell | — | — | $50,001 – $100,000 | 20035434 |
Aug 20, 2026 Spouse | Sep 21, 2026 | — Irvine Ranch CA WRSR UTIL | Buy | — | — | $100,001 – $250,000 | 20035434 |
Aug 19, 2026 Spouse | Sep 21, 2026 | — Petaluma CA WASTE SWR UTIL | Buy | — | — | $500,001 – $1,000,000 | 20035434 |
Aug 13, 2026 Spouse | Sep 21, 2026 | — UNIV CA PUB EDUC | Buy | — | — | $500,001 – $1,000,000 | 20035434 |
Aug 13, 2026 Spouse | Sep 21, 2026 | — U.S. Treasury Bill | Sell | — | — | $50,001 – $100,000 | 20035434 |
Aug 13, 2026 Spouse | Sep 21, 2026 | — U.S. Treasury Bill | Sell | — | — | $50,001 – $100,000 | 20035434 |
Aug 13, 2026 Spouse | Sep 21, 2026 | — Energy Northwest WA PWR UTIL | Sell | — | — | $500,001 – $1,000,000 | 20035434 |
Aug 12, 2026 Spouse | Sep 21, 2026 | — Kent Street O&M Holdings LLC | Buy | — | — | $100,001 – $250,000 | 20035434 Private Equity General Partnership |
Aug 10, 2026 Spouse | Sep 21, 2026 | — U.S. Treasury Bill | Buy | — | — | $250,001 – $500,000 | 20035434 |
Aug 6, 2026 Spouse | Sep 21, 2026 | — West VY Mission CMN EDUC | Buy | — | — | $250,001 – $500,000 | 20035434 |
Aug 5, 2026 Spouse | Sep 21, 2026 | — Smash Capital Fund II LP | Buy | — | — | $15,001 – $50,000 | 20035434 Pooled Investment Fund |
Aug 5, 2026 Spouse | Sep 21, 2026 | — U.S. Treasury Bill | Sell | — | — | $100,001 – $250,000 | 20035434 |
Aug 4, 2026 Spouse | Sep 21, 2026 | — Enterprise CA | Sell | — | — | $500,001 – $1,000,000 | 20035434 |
Aug 3, 2026 Spouse | Sep 21, 2026 | — Ro | Buy | — | — | $250,001 – $500,000 | 20035434 Online Health |
Aug 3, 2026 Spouse | Sep 21, 2026 | — Palmdale CA Sch | Sell | — | — | $50,001 – $100,000 | 20035434 |
Aug 3, 2026 Spouse | Sep 21, 2026 | — U.S. Treasury Bill | Buy | — | — | $50,001 – $100,000 | 20035434 |
Jul 30, 2026 Spouse | Aug 17, 2026 | — Pittsburgh, CA Successor Agency | Buy | — | — | $50,001 – $100,000 | 20035191 |
Jul 29, 2026 Spouse | Aug 17, 2026 | — Audax Senior Loan Fund ST LP $1,000,000 | Buy | — | — | Spouse/DC Over | 20035191 Pooled Investment Fund |
Jul 28, 2026 Spouse | Aug 17, 2026 | — Smash Capital Fund II LP | Buy | — | — | $50,001 – $100,000 | 20035191 Pooled Investment Fund |
Jul 28, 2026 Spouse | Aug 17, 2026 | — U.S. Treasury Bill $1,000,000 | Sell | — | — | Spouse/DC Over | 20035191 |
Jul 28, 2026 Spouse | Aug 17, 2026 | — U.S. Treasury Bill | Sell | — | — | $50,001 – $100,000 | 20035191 |
Jul 28, 2026 Spouse | Aug 17, 2026 | — U.S. Treasury Bill | Sell | — | — | $15,001 – $50,000 | 20035191 |
Jul 27, 2026 Spouse | Aug 17, 2026 | — U.S. Treasury Bill $1,000,000 | Buy | — | — | Spouse/DC Over | 20035191 |
Jul 27, 2026 Spouse | Aug 17, 2026 | — U.S. Treasury Bill | Buy | — | — | $50,001 – $100,000 | 20035191 |
Jul 24, 2026 Spouse | Aug 17, 2026 | — Los Angeles CA IMPTSch | Sell | — | — | $500,001 – $1,000,000 | 20035191 |
Jul 24, 2026 Spouse | Aug 17, 2026 | — Los Angeles CA IMPT SCH | Sell | — | — | $50,001 – $100,000 | 20035191 |
Jul 24, 2026 Spouse | Aug 17, 2026 | — Los Angeles CA GO UTX | Sell | — | — | $500,001 – $1,000,000 | 20035191 |
Jul 23, 2026 Spouse | Aug 17, 2026 | — U.S. Treasury Bill | Sell | — | — | $50,001 – $100,000 | 20035191 |
Jul 22, 2026 Spouse | Aug 17, 2026 | — Charlotte-Meckle HLTH | Sell | — | — | $250,001 – $500,000 | 20035191 |
Jul 22, 2026 Spouse | Aug 17, 2026 | — Valo Ventures GP II, LP | Buy | — | — | $15,001 – $50,000 | 20035191 Pooled Investment Fund |
Jul 1, 2026 Spouse | Aug 17, 2026 | — Los Angeles Cnty CA TRANs | Buy | — | — | $100,001 – $250,000 | 20035191 |
Jun 26, 2026 Spouse | Jul 10, 2026 | — Form Energy | Buy | — | — | $250,001 – $500,000 | 20034911 Energy Storage |
Jun 26, 2026 Spouse | Jul 10, 2026 | — Charlotte-Meckle HLTH | Buy | — | — | $250,001 – $500,000 | 20034911 |
Jun 25, 2026 Spouse | Jul 10, 2026 | — U.S. Treasury Bill | Sell | — | — | $250,001 – $500,000 | 20034911 |
Jun 24, 2026 Spouse | Jul 10, 2026 | — San Juan CA UNI GO UTX | Buy | — | — | $50,001 – $100,000 | 20034911 |
Jun 24, 2026 Spouse | Jul 10, 2026 | — Dublin CA UNIF SCH DIST | Sell | — | — | $100,001 – $250,000 | 20034911 |
Jun 24, 2026 Spouse | Jul 10, 2026 | — Allocate Premier Access Fund | Buy | — | — | $15,001 – $50,000 | 20034911 Pooled Investment Fund |
Jun 24, 2026 Spouse | Jul 10, 2026 | — Allocate Alpha Fund II LP | Buy | — | — | $15,001 – $50,000 | 20034911 Pooled Investment Fund |
Jun 18, 2026 Spouse | Jul 10, 2026 | — Smash Capital Fund II LP | Buy | — | — | $100,001 – $250,000 | 20034911 Pooled Investment Fund |
Jun 11, 2026 Spouse | Jul 10, 2026 | — New York, NY City COMB TX | Buy | — | — | $500,001 – $1,000,000 | 20034911 |
Jun 11, 2026 Spouse | Jul 10, 2026 | — U.S. Treasury Bill | Sell | — | — | $50,001 – $100,000 | 20034911 |
Jun 4, 2026 Spouse | Jul 10, 2026 | — Grapevine-Colleyville TX GO UTX | Sell | — | — | $50,001 – $100,000 | 20034911 |
Jun 3, 2026 Spouse | Jul 10, 2026 | — Southwestern Community Coll Educ | Buy | — | — | $500,001 – $1,000,000 | 20034911 |
Jun 1, 2026 Spouse | Jul 10, 2026 | — U.S. Treasury Bills | Buy | — | — | $250,001 – $500,000 | 20034911 |
May 29, 2026 Spouse | Jun 19, 2026 | — San Juan CA USD IMPT SCH | Sell | — | — | $500,001 – $1,000,000 | 20034784 |
May 26, 2026 Spouse | Jun 19, 2026 | — U. S. Treasury Bills | Sell | — | — | $100,001 – $250,000 | 20034784 |
May 21, 2026 Spouse | Jun 19, 2026 | — Dublin CA UNIF SCH DIST | Sell | — | — | $250,001 – $500,000 | 20034784 |
May 21, 2026 Spouse | Jun 19, 2026 | — Kentucky PUB UTIL | Buy | — | — | $250,001 – $500,000 | 20034784 |
May 20, 2026 Spouse | Jun 19, 2026 | — Energy Northwest WA PWR UTIL | Buy | — | — | $500,001 – $1,000,000 | 20034784 |
May 19, 2026 Spouse | Jun 19, 2026 | — Chabot-Las Positas COLL EDUC | Buy | — | — | $100,001 – $250,000 | 20034784 |
May 19, 2026 Spouse | Jun 19, 2026 | — Val Verde CA UNIF SCH | Buy | — | — | $50,001 – $100,000 | 20034784 |
May 19, 2026 Spouse | Jun 19, 2026 | — Miami-Dade Cnty FL SCH COPS | Buy | — | — | $50,001 – $100,000 | 20034784 |
May 18, 2026 Spouse | Jun 19, 2026 | — U.S. Treasury Bills | Buy | — | — | $250,001 – $500,000 | 20034784 |
May 15, 2026 Spouse | Jun 19, 2026 | — EEMA O&M Services Group | Buy | — | — | $250,001 – $500,000 | 20034784 Water/Wastewater O&M |
May 15, 2026 Spouse | Jun 19, 2026 | — Visalia CA Unif Imp Sch | Sell | — | — | $500,001 – $1,000,000 | 20034784 |
May 15, 2026 Spouse | Jun 19, 2026 | — Kent Street Group LLC | Buy | — | — | $15,001 – $50,000 | 20034784 Pooled Investment Fund |
May 14, 2026 Spouse | Jun 19, 2026 | — Burbank Glendale PA Air Tran | Buy | — | — | $250,001 – $500,000 | 20034784 |
May 14, 2026 Spouse | Jun 19, 2026 | — U.S. Treasury Bills | Sell | — | — | $15,001 – $50,000 | 20034784 |
May 11, 2026 Spouse | Jun 19, 2026 | — Los Angeles CA IMPT SCH | Buy | — | — | $50,001 – $100,000 | 20034784 |
May 8, 2026 Spouse | Jun 19, 2026 | — U.S. Treasury Bills | Sell | — | — | $100,001 – $250,000 | 20034784 |
May 7, 2026 Spouse | Jun 19, 2026 | — Westminster CA IMPT SCH | Buy | — | — | $50,001 – $100,000 | 20034784 |
May 7, 2026 Spouse | Jun 19, 2026 | — Westminster CA Impt Sch | Buy | — | — | $500,001 – $1,000,000 | 20034784 |
May 7, 2026 Spouse | Jun 19, 2026 | — U.S. Treasury Bills | Sell | — | — | $15,001 – $50,000 | 20034784 |
May 7, 2026 Spouse | Jun 19, 2026 | — Torch Capital III LP | Buy | — | — | $15,001 – $50,000 | 20034784 Pooled Investment Fund |
May 6, 2026 Spouse | Jun 19, 2026 | — East Bay CA Muni Util $200? | Buy | — | — | $250,001 – $500,000 | 20034784 |
May 6, 2026 Spouse | Jun 19, 2026 | — East Bay CA MUN WTR UTIL | Buy | — | — | $50,001 – $100,000 | 20034784 |
May 6, 2026 Spouse | Jun 19, 2026 | — San Diego CA Unif Sch | Buy | — | — | $250,001 – $500,000 | 20034784 |
May 6, 2026 Spouse | Jun 19, 2026 | — Franklin-McKinley IMPT SCH | Buy | — | — | $50,001 – $100,000 | 20034784 |
May 5, 2026 Spouse | Jun 19, 2026 | — Bonita CA UNI SCH | Buy | — | — | $50,001 – $100,000 | 20034784 |
May 5, 2026 Spouse | Jun 19, 2026 | — Fairfield-Suisun CA | Buy | — | — | $500,001 – $1,000,000 | 20034784 |
May 5, 2026 Spouse | Jun 19, 2026 | — Austin TX ARPT SYS TRAN | Buy | — | — | $50,001 – $100,000 | 20034784 |
May 4, 2026 Spouse | Jun 19, 2026 | — U.S. Treasury Bills | Sell | — | — | $50,001 – $100,000 | 20034784 |
May 4, 2026 Spouse | Jun 19, 2026 | — San Juan CA $200? | Sell | — | — | $100,001 – $250,000 | 20034784 |
May 1, 2026 Spouse | Jun 19, 2026 | — CA Infrastructure | Sell | — | — | $500,001 – $1,000,000 | 20034784 |
Apr 30, 2026 Spouse | May 18, 2026 | — U.S Treasury Bills | Sell | — | — | $50,001 – $100,000 | 20034579 |
Apr 28, 2026 Spouse | May 18, 2026 | — Berks Cnty PA GO UTX | Buy | — | — | $50,001 – $100,000 | 20034579 |
Apr 28, 2026 Spouse | May 18, 2026 | — Audax Senior Loan Fund ST LP $1,000,000 | Buy | — | — | Spouse/DC Over | 20034579 Pooled Investment Fund |
Apr 24, 2026 Spouse | May 18, 2026 | — UNIV CA PUB EDUC | Sell | — | — | $50,001 – $100,000 | 20034579 |
Apr 24, 2026 Spouse | May 18, 2026 | — U.S Treasury Bills | Sell | — | — | $50,001 – $100,000 | 20034579 |
Apr 24, 2026 Spouse | May 18, 2026 | — San Diego CNTY CA WTR UTIL | Sell | — | — | $50,001 – $100,000 | 20034579 |
Apr 24, 2026 Spouse | May 18, 2026 | — Los Angeles CNTY EXCISE | Sell | — | — | $50,001 – $100,000 | 20034579 |
Apr 24, 2026 Spouse | May 18, 2026 | — Los Angeles CA GO UTX | Sell | — | — | $50,001 – $100,000 | 20034579 |
Apr 24, 2026 Spouse | May 18, 2026 | — Illinois State GO UTX | Buy | — | — | $500,001 – $1,000,000 | 20034579 |
Apr 23, 2026 Spouse | May 18, 2026 | — U.S Treasury Bills | Sell | — | — | $15,001 – $50,000 | 20034579 |
Apr 22, 2026 Spouse | May 18, 2026 | — U.S Treasury Bills | Sell | — | — | $50,001 – $100,000 | 20034579 |
Apr 22, 2026 Spouse | May 18, 2026 | — San Francisco CA Bay Mass Tran | Sell | — | — | $50,001 – $100,000 | 20034579 |
Apr 22, 2026 Spouse | May 18, 2026 | — Novato CA UNI SCH | Sell | — | — | $50,001 – $100,000 | 20034579 |
Apr 22, 2026 Spouse | May 18, 2026 | — Los Angeles County Excise Tax | Sell | — | — | $250,001 – $500,000 | 20034579 |
Apr 21, 2026 Spouse | May 18, 2026 | — Austin TX WTR UTIL | Buy | — | — | $50,001 – $100,000 | 20034579 |
Apr 21, 2026 Spouse | May 18, 2026 | — Met Govt Nashville, TN HLTH SYS | Buy | — | — | $250,001 – $500,000 | 20034579 |
Apr 21, 2026 Spouse | May 18, 2026 | — Los Angeles CNTY EXCISE | Buy | — | — | $500,001 – $1,000,000 | 20034579 |
Apr 21, 2026 Spouse | May 18, 2026 | — Los Angeles Cnty CA EXCISE | Buy | — | — | $50,001 – $100,000 | 20034579 |
Apr 17, 2026 Spouse | May 18, 2026 | — U.S Treasury Bills | Sell | — | — | $100,001 – $250,000 | 20034579 |
Apr 16, 2026 Spouse | May 18, 2026 | — U.S Treasury Bills | Sell | — | — | $50,001 – $100,000 | 20034579 |
Apr 16, 2026 Spouse | May 18, 2026 | — Trinity River Auth SWR UTIL | Buy | — | — | $50,001 – $100,000 | 20034579 |
Apr 14, 2026 Spouse | May 18, 2026 | — Chester Cnty PA SCH | Buy | — | — | $50,001 – $100,000 | 20034579 |
Apr 13, 2026 Spouse | May 18, 2026 | — U.S Treasury Bills | Sell | — | — | $50,001 – $100,000 | 20034579 |
Apr 13, 2026 Spouse | May 18, 2026 | — U.S Treasury Bills $200? | Sell | — | — | $250,001 – $500,000 | 20034579 |
Apr 13, 2026 Spouse | May 18, 2026 | — Pasadena CA COLL EDUC | Sell | — | — | $250,001 – $500,000 | 20034579 |
Apr 10, 2026 Spouse | May 18, 2026 | — U.S Treasury Bills | Sell | — | — | $50,001 – $100,000 | 20034579 |
Apr 9, 2026 Spouse | May 18, 2026 | — Grapevine-Colleyville TX GO UTX | Buy | — | — | $50,001 – $100,000 | 20034579 |
Apr 9, 2026 Spouse | May 18, 2026 | — California Health SYS | Buy | — | — | $50,001 – $100,000 | 20034579 |
Apr 9, 2026 Spouse | May 18, 2026 | — CA ST PUB W BLDG | Buy | — | — | $250,001 – $500,000 | 20034579 |
Apr 9, 2026 Spouse | May 18, 2026 | — CA ST PUB W BLDG | Buy | — | — | $50,001 – $100,000 | 20034579 |
Apr 9, 2026 Spouse | May 18, 2026 | — U.S Treasury Bills | Sell | — | — | $50,001 – $100,000 | 20034579 |
Apr 9, 2026 Spouse | May 18, 2026 | — Los Angeles CA Pwr Util | Sell | — | — | $500,001 – $1,000,000 | 20034579 |
Apr 7, 2026 Spouse | May 18, 2026 | — Pittsburgh CA WTR UTIL | Sell | — | — | $250,001 – $500,000 | 20034579 |
Apr 6, 2026 Spouse | May 18, 2026 | — U.S Treasury Bills | Sell | — | — | $100,001 – $250,000 | 20034579 |
Apr 6, 2026 Spouse | May 18, 2026 | — Los Angeles CA Wtr Swr Util | Sell | — | — | $500,001 – $1,000,000 | 20034579 |
Apr 2, 2026 Spouse | May 18, 2026 | — U.S Treasury Bills | Sell | — | — | $50,001 – $100,000 | 20034579 |
Apr 2, 2026 Spouse | May 18, 2026 | — Sacramento Muni Util Dist | Sell | — | — | $250,001 – $500,000 | 20034579 |
Apr 2, 2026 Spouse | May 18, 2026 | — Sacramento Muni Util Dist | Sell | — | — | $100,001 – $250,000 | 20034579 |
Apr 2, 2026 Spouse | May 18, 2026 | — Los Angeles CA Wtr Swr Util | Sell | — | — | $100,001 – $250,000 | 20034579 |
Apr 2, 2026 Spouse | May 18, 2026 | — Anaheim CA Hsg Elec Util | Sell | — | — | $50,001 – $100,000 | 20034579 |
Mar 30, 2026 Spouse | Apr 29, 2026 | — U.S Treasury Bills | Buy | — | — | $250,001 – $500,000 | 20034342 |
Mar 30, 2026 Spouse | Apr 29, 2026 | — U.S Treasury Bills | Buy | — | — | $250,001 – $500,000 | 20034342 |
Mar 30, 2026 Spouse | Apr 29, 2026 | — Riverside CA Elec Util $1,000,000 | Sell | — | — | Spouse/DC Over | 20034342 |
Mar 27, 2026 Spouse | Apr 29, 2026 | — San Diego CA UNI GO UTX | Sell | — | — | $250,001 – $500,000 | 20034342 |
Mar 26, 2026 Spouse | Apr 29, 2026 | — Allocate Alpha Fund II LP | Buy | — | — | $1,001 – $15,000 | 20034342 Pooled Investment Fund |
Mar 25, 2026 Spouse | Apr 29, 2026 | — U.S Treasury Bills | Buy | — | — | $500,001 – $1,000,000 | 20034342 |
Mar 25, 2026 Spouse | Apr 29, 2026 | — Inverted Capital I LP | Buy | — | — | $50,001 – $100,000 | 20034342 Pooled Investment Fund |
Mar 25, 2026 Spouse | Apr 29, 2026 | — Allocate Premier Access Fund | Buy | — | — | $1,001 – $15,000 | 20034342 Pooled Investment Fund |
Mar 24, 2026 Spouse | Apr 29, 2026 | — U.S Treasury Bills | Sell | — | — | $100,001 – $250,000 | 20034342 |
Mar 24, 2026 Spouse | Apr 29, 2026 | — U.S. Treasury Notes $1,000,000 | Sell | — | — | Spouse/DC Over | 20034342 |
Feb 19, 2026 Spouse | Mar 18, 2026 | — U. S. Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20034178 |
Feb 13, 2026 Spouse | Mar 18, 2026 | — Stepstone Tactical Growth Fund III, LP | Buy | — | — | $1,001 – $15,000 | 20034178 Pooled Investment Fund |
Feb 4, 2026 Spouse | Mar 18, 2026 | — Kent Street O&M Holdings LLC | Buy | — | — | $100,001 – $250,000 | 20034178 Private Equity General Partnership |
Feb 3, 2026 Spouse | Mar 18, 2026 | — Valo Ventures GP II, LP | Buy | — | — | $50,001 – $100,000 | 20034178 Venture Capital Fund |
Jan 21, 2026 Spouse | Feb 25, 2026 | — Valo Ventures GP II, LP | Buy | — | — | $15,001 – $50,000 | 20034010 Venture Capital Fund |
Jan 21, 2026 Spouse | Feb 25, 2026 | — Regeneration VC Fund 1 LP | Buy | — | — | $15,001 – $50,000 | 20034010 Venture Capital Fund |
Jan 14, 2026 Spouse | Feb 25, 2026 | — Solace Health | Buy | — | — | $250,001 – $500,000 | 20034010 Digital Patient Advocacy Platform |
Dec 29, 2025 Spouse | Jan 19, 2026 | — U.S Treasury Bills | Buy | — | — | $100,001 – $250,000 | 20033815 |
Dec 26, 2025 Spouse | Jan 19, 2026 | — U.S Treasury Bills | Sell | — | — | $100,001 – $250,000 | 20033815 |
Dec 19, 2025 Spouse | Jan 19, 2026 | — Allocate Premier Access Fund | Buy | — | — | $15,001 – $50,000 | 20033815 Pooled Investment Fund |
Dec 19, 2025 Spouse | Jan 19, 2026 | — Allocate Alpha Fund II LP | Buy | — | — | $1,001 – $15,000 | 20033815 Pooled Investment Fund |
Dec 8, 2025 Spouse | Jan 19, 2026 | — U.S Treasury Bills | Buy | — | — | $50,001 – $100,000 | 20033815 |
Dec 4, 2025 Spouse | Jan 19, 2026 | — U.S Treasury Bills | Sell | — | — | $50,001 – $100,000 | 20033815 |
Nov 20, 2025 Spouse | Dec 11, 2025 | — Kent Street Group LLC | Buy | — | — | $15,001 – $50,000 | 20033588 Poole Investment Fund/Venture Capital |
Nov 19, 2025 Spouse | Dec 11, 2025 | — Palmdale CA Sch | Buy | — | — | $100,001 – $250,000 | 20033588 |
Nov 19, 2025 Spouse | Dec 11, 2025 | — Allocate Alpha Fund II LP | Buy | — | — | $15,001 – $50,000 | 20033588 Pooled Investment Fund |
Nov 18, 2025 Spouse | Dec 11, 2025 | — U.S. Treasury Notes | Sell | — | — | $500,001 – $1,000,000 | 20033588 |
Nov 12, 2025 Spouse | Dec 11, 2025 | — Motesto CA Waste | Buy | — | — | $100,001 – $250,000 | 20033588 |
Nov 3, 2025 Spouse | Dec 11, 2025 | — Sacramento CA WTR UTIL | Sell | — | — | $100,001 – $250,000 | 20033588 |
Oct 6, 2025 Spouse | Nov 14, 2025 | — U.S Treasury Bills | Buy | — | — | $15,001 – $50,000 | 20033472 |
Oct 2, 2025 Spouse | Nov 14, 2025 | — U.S Treasury Bills | Sell | — | — | $15,001 – $50,000 | 20033472 |
Oct 1, 2025 Spouse | Nov 14, 2025 | — San Francisco CA Sewer Util | Sell | — | — | $50,001 – $100,000 | 20033472 |
Sep 29, 2025 Spouse | Oct 17, 2025 | — Riverside CA Sewer Util $200? | Sell | — | — | $100,001 – $250,000 | 20032283 |
Sep 25, 2025 Spouse | Oct 17, 2025 | — Inverted Capital I LP | Buy | — | — | $50,001 – $100,000 | 20032283 Pooled Investment Fund |
Sep 25, 2025 Spouse | Oct 17, 2025 | — U.S Treasury Bills | Sell | — | — | $15,001 – $50,000 | 20032283 |
Sep 24, 2025 Spouse | Oct 17, 2025 | — Allocate Alpha Fund II LP | Buy | — | — | $15,001 – $50,000 | 20032283 Pooled Investment Fund |
Sep 22, 2025 Spouse | Oct 17, 2025 | — Allocate Premier Access Fund | Buy | — | — | $15,001 – $50,000 | 20032283 Pooled Investment Fund |
Sep 10, 2025 Spouse | Oct 17, 2025 | — Anaheim CA Hsg Elec Util | Buy | — | — | $50,001 – $100,000 | 20032283 |
Sep 9, 2025 Spouse | Oct 17, 2025 | — San Francisco CA Bay Mass Tran | Buy | — | — | $50,001 – $100,000 | 20032283 |
Sep 8, 2025 Spouse | Oct 17, 2025 | — U.S Treasury Bills | Sell | — | — | $50,001 – $100,000 | 20032283 |
Sep 8, 2025 Spouse | Oct 17, 2025 | — U.S Treasury Bills | Buy | — | — | $100,001 – $250,000 | 20032283 |
Sep 4, 2025 Spouse | Oct 17, 2025 | — U.S Treasury Bills | Sell | — | — | $100,001 – $250,000 | 20032283 |
Sep 3, 2025 Spouse | Oct 17, 2025 | — Inverted Capital I LP | Buy | — | — | $100,001 – $250,000 | 20032283 Pooled Investment Fund |
Aug 5, 2025 Spouse | Sep 15, 2025 | — San Jose CA Uni Sch | Buy | — | — | $500,001 – $1,000,000 | 20032054 |
Aug 5, 2025 Spouse | Sep 15, 2025 | — CA ST UNIV PUB EDUC | Buy | — | — | $100,001 – $250,000 | 20032054 |
Aug 1, 2025 Spouse | Sep 15, 2025 | — U.S Treasury Bills | Buy | — | — | $250,001 – $500,000 | 20032054 |
Aug 1, 2025 Spouse | Sep 15, 2025 | — Santa Clara CN CA HLTH | Sell | — | — | $15,001 – $50,000 | 20032054 |
Aug 1, 2025 Spouse | Sep 15, 2025 | — San Juan CA USD IMPT SCH | Sell | — | — | $100,001 – $250,000 | 20032054 |
Aug 1, 2025 Spouse | Sep 15, 2025 | — Mammoth CA USD IMPT SCH | Sell | — | — | $50,001 – $100,000 | 20032054 |
Jul 31, 2025 Spouse | Aug 11, 2025 | — U.S Treasury Bills | Sell | — | — | $250,001 – $500,000 | 20030876 |
Jul 24, 2025 Spouse | Aug 11, 2025 | — Kent Street Group LLC | Buy | — | — | $15,001 – $50,000 | 20030876 Pooled Investment Fund/Venture Capital |
Jul 3, 2025 Spouse | Aug 11, 2025 | — GV Livingston LLC | Buy | — | — | $50,001 – $100,000 | 20030876 Mobile Home Park |
Jul 1, 2025 Spouse | Aug 11, 2025 | — Los Angeles CA FINL SCH | Sell | — | — | $50,001 – $100,000 | 20030876 |
Jun 25, 2025 Spouse | Jul 16, 2025 | — Valo Ventures GP II, LP | Buy | — | — | $15,001 – $50,000 | 20030663 Pooled Investment Fund |
Jun 24, 2025 Spouse | Jul 16, 2025 | — Allocate Alpha Fund II LP | Buy | — | — | $1,001 – $15,000 | 20030663 Pooled Investment Fund |
Jun 23, 2025 Spouse | Jul 16, 2025 | — Allocate Premier Access Fund | Buy | — | — | $15,001 – $50,000 | 20030663 Pooled Investment Fund |
Jun 16, 2025 Spouse | Jul 16, 2025 | — U.S Treasury Bills | Buy | — | — | $100,001 – $250,000 | 20030663 |
Jun 12, 2025 Spouse | Jul 16, 2025 | — U.S Treasury Bills | Sell | — | — | $100,001 – $250,000 | 20030663 |
Jun 10, 2025 Spouse | Jul 16, 2025 | — Los Angeles CA Wtr Swr Util | Buy | — | — | $100,001 – $250,000 | 20030663 |
Jun 2, 2025 Spouse | Jul 16, 2025 | — East Bay MUD SYS CA | Sell | — | — | $50,001 – $100,000 | 20030663 |
May 27, 2025 Spouse | Jun 23, 2025 | — Allocate Alpha Fund II LP | Buy | — | — | $15,001 – $50,000 | 20030517 Pooled Investment Fund |
May 23, 2025 Spouse | Jun 23, 2025 | — Allocate Premier Access Fund | Buy | — | — | $15,001 – $50,000 | 20030517 Pooled Investment Fund |
May 21, 2025 Spouse | Jun 23, 2025 | — Lynett Capital Partners III | Buy | — | — | $100,001 – $250,000 | 20030517 Pooled Investment Fund/Venture Capital |
Apr 14, 2025 Spouse | May 16, 2025 | — Kent Street Group LLC | Buy | — | — | $15,001 – $50,000 | 20030340 Pooled Investment Fund/Venture Capital |
Apr 11, 2025 Spouse | May 16, 2025 | — U.S Treasury Bills | Sell | — | — | $250,001 – $500,000 | 20030340 |
Mar 31, 2025 Spouse | Apr 18, 2025 | — U.S Treasury Bills | Buy | — | — | $500,001 – $1,000,000 | 20029120 |
Mar 27, 2025 Spouse | Apr 18, 2025 | — U.S Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20029120 |
Feb 3, 2025 Spouse | Mar 14, 2025 | — U.S Treasury Bills | Buy | — | — | $250,001 – $500,000 | 20027961 |
Jan 28, 2025 Spouse | Feb 18, 2025 | — U.S Treasury Bills | Sell | — | — | $250,001 – $500,000 | 20026774 |
Jan 10, 2025 Spouse | Feb 18, 2025 | — Kent Street Group LLC | Buy | — | — | $15,001 – $50,000 | 20026774 Pooled Investment Fund/Venture Capital |
Dec 30, 2024 Spouse | Jan 15, 2025 | — U.S Treasury Bills $200? | Buy | — | — | $500,001 – $1,000,000 | 20026577 |
Dec 26, 2024 Spouse | Jan 15, 2025 | — U.S Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20026577 |
Dec 23, 2024 Spouse | Jan 15, 2025 | — Allocate Premier Access Fund | Buy | — | — | $15,001 – $50,000 | 20026577 Pooled Investment Fund |
Dec 23, 2024 Spouse | Jan 15, 2025 | — Allocate Alpha Fund II LP | Buy | — | — | $15,001 – $50,000 | 20026577 Pooled Investment Fund |
Dec 19, 2024 Spouse | Jan 15, 2025 | — U.S. Treasury Notes | Sell | — | — | $50,001 – $100,000 | 20026577 |
Dec 16, 2024 Spouse | Jan 15, 2025 | — U.S Treasury Bills | Buy | — | — | $250,001 – $500,000 | 20026577 |
Dec 16, 2024 Spouse | Jan 15, 2025 | — U.S Treasury Bills | Buy | — | — | $250,001 – $500,000 | 20026577 |
Dec 2, 2024 Spouse | Jan 15, 2025 | — CA ST DEPT WTR UTIL | Sell | — | — | $250,001 – $500,000 | 20026577 |
Nov 18, 2024 Spouse | Dec 16, 2024 | — Stepstone Tactical Growth Fund III, LP | Buy | — | — | $1,001 – $15,000 | 20026393 Pooled Investment Fund |
Nov 7, 2024 Spouse | Dec 16, 2024 | — Visalia CA Uni IMPT SCH | Buy | — | — | $500,001 – $1,000,000 | 20026393 |
Oct 15, 2024 Spouse | Nov 15, 2024 | — Orange CTY CA REV UTX | Sell | — | — | $50,001 – $100,000 | 20026188 |
Oct 1, 2024 Spouse | Nov 15, 2024 | — San Francisco CA Sewer Util | Sell | — | — | $500,001 – $1,000,000 | 20026188 |
Sep 27, 2024 Spouse | Oct 16, 2024 | — Sacramento CA WTR UTIL | Buy | — | — | $50,001 – $100,000 | 20026016 |
Sep 20, 2024 Spouse | Oct 16, 2024 | — Allocate Premier Access Fund | Buy | — | — | $15,001 – $50,000 | 20026016 Pooled Investment Fund |
Sep 19, 2024 Spouse | Oct 16, 2024 | — Allocate Alpha Fund II LP | Buy | — | — | $15,001 – $50,000 | 20026016 Pooled Investment Fund |
Sep 11, 2024 Spouse | Oct 16, 2024 | — Kent Street Group GP | Buy | — | — | $15,001 – $50,000 | 20026016 Pooled Investment Fund/Venture Capital |
Sep 10, 2024 Spouse | Oct 16, 2024 | — GV Christi LLC | Buy | — | — | $50,001 – $100,000 | 20026016 Own/operate mobile home park |
Sep 9, 2024 Spouse | Oct 16, 2024 | — Lynett Capital Partners III | Buy | — | — | $100,001 – $250,000 | 20026016 Pooled Investment Fund/Venture Capital |
Sep 3, 2024 Spouse | Oct 16, 2024 | — San Mateo CA UHSD IMPT SCH | Sell | — | — | $50,001 – $100,000 | 20026016 |
Aug 29, 2024 Spouse | Sep 12, 2024 | — CA ST UNIV PUB EDUC | Buy | — | — | $250,001 – $500,000 | 20025827 |
Aug 20, 2024 Spouse | Sep 12, 2024 | — San Juan CA USD IMPT SCH | Buy | — | — | $100,001 – $250,000 | 20025827 |
Aug 15, 2024 Spouse | Sep 12, 2024 | — Foothill-DeAnza CCD CA Educ | Buy | — | — | $500,001 – $1,000,000 | 20025827 |
Aug 8, 2024 Spouse | Sep 12, 2024 | — U.S Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20025827 |
Aug 8, 2024 Spouse | Sep 12, 2024 | — San Diego CA UNI GO UTX | Buy | — | — | $250,001 – $500,000 | 20025827 |
Aug 7, 2024 Spouse | Sep 12, 2024 | — Los Angeles CA FINL SCH | Buy | — | — | $50,001 – $100,000 | 20025827 |
Aug 1, 2024 Spouse | Sep 12, 2024 | — San Francisco CA BART | Sell | — | — | $250,001 – $500,000 | 20025827 797661ZA6 |
Aug 1, 2024 Spouse | Sep 12, 2024 | — Cerritos CA CCD COLL EDUC | Sell | — | — | $50,001 – $100,000 | 20025827 156792GD9 |
Jul 25, 2024 Spouse | Aug 7, 2024 | — U.S Treasury Bills | Sell | — | — | $250,001 – $500,000 | 20025576 |
Jul 23, 2024 Spouse | Aug 7, 2024 | — Los Angeles CA IMPT Sch | Buy | — | — | $500,001 – $1,000,000 | 20025576 |
Jul 17, 2024 Spouse | Aug 7, 2024 | — Cambrian CA SD | Sell | — | — | $500,001 – $1,000,000 | 20025576 |
Jul 12, 2024 Spouse | Aug 7, 2024 | — San Diego CA WTR UTIL | Buy | — | — | $50,001 – $100,000 | 20025576 |
Jul 10, 2024 Spouse | Aug 7, 2024 | — Santa Clara CN CA HLTH | Buy | — | — | $15,001 – $50,000 | 20025576 |
Jul 10, 2024 Spouse | Aug 7, 2024 | — Sacramento CA UTIL | Buy | — | — | $100,001 – $250,000 | 20025576 |
Jul 1, 2024 Spouse | Aug 7, 2024 | — U.S Treasury Bills $200? | Buy | — | — | $500,001 – $1,000,000 | 20025576 |
Jul 1, 2024 Spouse | Aug 7, 2024 | — Marin CA MIN WTR UTIL | Sell | — | — | $50,001 – $100,000 | 20025576 |
Jun 27, 2024 Spouse | Jul 15, 2024 | — Torch Capital III LP | Buy | — | — | $15,001 – $50,000 | 20025424 Pooled Investment Fund |
Jun 21, 2024 Spouse | Jul 15, 2024 | — UNIV CA PUB EDUC | Buy | — | — | $50,001 – $100,000 | 20025424 |
Jun 20, 2024 Spouse | Jul 15, 2024 | — U.S Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20025424 |
Jun 17, 2024 Spouse | Jul 15, 2024 | — San Francisco CA IMPT SCH | Sell | — | — | $50,001 – $100,000 | 20025424 |
Jun 11, 2024 Spouse | Jul 15, 2024 | — U.S Treasury Bills | Sell | — | — | $250,001 – $500,000 | 20025424 |
Jun 7, 2024 Spouse | Jul 15, 2024 | — U.S Treasury Bills | Sell | — | — | $250,001 – $500,000 | 20025424 |
Jun 3, 2024 Spouse | Jul 15, 2024 | — Alhambra CA USD SCH | Buy | — | — | $250,001 – $500,000 | 20025424 |
May 22, 2024 Spouse | Jun 25, 2024 | — Oceanside CA IMPT SCH | Buy | — | — | $500,001 – $1,000,000 | 20025285 |
May 20, 2024 Spouse | Jun 25, 2024 | — San Diego, CA IMPT SCH | Buy | — | — | $50,001 – $100,000 | 20025285 |
May 20, 2024 Spouse | Jun 25, 2024 | — Los Angeles County, CA Excise Tax | Buy | — | — | $50,001 – $100,000 | 20025285 |
May 17, 2024 Spouse | Jun 25, 2024 | — Los Angeles CA GO UTX | Buy | — | — | $50,001 – $100,000 | 20025285 |
May 16, 2024 Spouse | Jun 25, 2024 | — U.S Treasury Bills | Sell | — | — | $250,001 – $500,000 | 20025285 |
Apr 3, 2024 Spouse | May 13, 2024 | — U.S Treasury Notes | Buy | — | — | $500,001 – $1,000,000 | 20025037 |
Mar 21, 2024 Spouse | Apr 17, 2024 | — U.S Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20024837 |
Mar 5, 2024 Spouse | Apr 17, 2024 | — U.S Treasury Notes | Buy | — | — | $500,001 – $1,000,000 | 20024837 |
Feb 29, 2024 Spouse | Mar 11, 2024 | — U.S Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20024662 |
Feb 14, 2024 Spouse | Mar 11, 2024 | — U.S Treasury Bills | Buy | — | — | $500,001 – $1,000,000 | 20024662 |
Feb 8, 2024 Spouse | Mar 11, 2024 | — U.S Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20024662 |
Jan 31, 2024 Spouse | Feb 15, 2024 | — U.S Treasury Bills | Buy | — | — | $250,001 – $500,000 | 20024477 |
Jan 18, 2024 Spouse | Feb 15, 2024 | — U.S Treasury Bills | Sell | — | — | $250,001 – $500,000 | 20024477 |
Jan 17, 2024 Spouse | Feb 15, 2024 | — Lynett Capital Partners III, LP | Buy | — | — | $100,001 – $250,000 | 20024477 Pooled Investment Fund/Venture Capital |
Jan 2, 2024 Spouse | Feb 15, 2024 | — U.S Treasury Notes $1,000,000 | Buy | — | — | Spouse/DC Over | 20024477 |
Jan 2, 2024 Spouse | Feb 15, 2024 | — U.S Treasury Bills $1,000,000 | Buy | — | — | Spouse/DC Over | 20024477 |
Dec 27, 2023 Spouse | Jan 22, 2024 | — U.S. Treasury Notes | Buy | — | — | $100,001 – $250,000 | 20024316 |
Dec 27, 2023 Spouse | Jan 22, 2024 | — U.S Treasury Bills $1,000,000 | Buy | — | — | Spouse/DC Over | 20024316 |
Dec 26, 2023 Spouse | Jan 22, 2024 | — U.S Treasury Notes $1,000,000 | Buy | — | — | Spouse/DC Over | 20024316 |
Dec 21, 2023 Spouse | Jan 22, 2024 | — U.S Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20024316 |
Dec 19, 2023 Spouse | Jan 22, 2024 | — Solano CA CCD Educ | Buy | — | — | $250,001 – $500,000 | 20024316 |
Dec 14, 2023 Spouse | Jan 22, 2024 | — U.S Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20024316 |
Dec 14, 2023 Spouse | Jan 22, 2024 | — Paris TX, GO LTX | Buy | — | — | $250,001 – $500,000 | 20024316 |
Nov 20, 2023 Spouse | Dec 14, 2023 | — U.S Treasury Bills | Buy | — | — | $250,001 – $500,000 | 20024130 |
Nov 17, 2023 Spouse | Dec 14, 2023 | — U.S Treasury Bills | Buy | — | — | $500,001 – $1,000,000 | 20024130 |
Nov 8, 2023 Spouse | Dec 14, 2023 | — U.S Treasury Bills | Buy | — | — | $500,001 – $1,000,000 | 20024130 |
Nov 8, 2023 Spouse | Dec 14, 2023 | — Lynett Capital Partners V, LP | Buy | — | — | $100,001 – $250,000 | 20024130 Pooled Investment Fund/Venture Capital |
Nov 8, 2023 Spouse | Dec 14, 2023 | — Los Angeles CA GO UTX | Buy | — | — | $500,001 – $1,000,000 | 20024130 |
Nov 2, 2023 Spouse | Dec 14, 2023 | — U.S Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20024130 |
Nov 1, 2023 Spouse | Dec 14, 2023 | — CA UNIV REV | Sell | — | — | $500,001 – $1,000,000 | 20024130 |
Oct 31, 2023 Spouse | Nov 15, 2023 | — Riverside CA Sewer Util | Buy | — | — | $100,001 – $250,000 | 20023998 |
Oct 2, 2023 Spouse | Nov 15, 2023 | — Stockton CA PFA Wtr Util $1,000,000 | Sell | — | — | Spouse/DC Over | 20023998 |
Oct 2, 2023 Spouse | Nov 15, 2023 | — Folsom Cordova CA Impt Sch | Sell | — | — | $250,001 – $500,000 | 20023998 |
Sep 25, 2023 Spouse | Oct 13, 2023 | — U.S Treasury Bills | Buy | — | — | $500,001 – $1,000,000 | 20023824 |
Sep 25, 2023 Spouse | Oct 13, 2023 | — U.S Treasury Bills | Buy | — | — | $100,001 – $250,000 | 20023824 |
Sep 21, 2023 Spouse | Oct 13, 2023 | — U.S Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20023824 |
Sep 21, 2023 Spouse | Oct 13, 2023 | — U.S Treasury Bills | Sell | — | — | $100,001 – $250,000 | 20023824 |
Aug 17, 2023 Spouse | Sep 14, 2023 | — San Carlos CA SD Impt Sch | Buy | — | — | $500,001 – $1,000,000 | 20023664 |
Aug 8, 2023 Spouse | Sep 14, 2023 | — Upper Sta Clr JPA Wtr Util | Buy | — | — | $100,001 – $250,000 | 20023664 |
Aug 1, 2023 Spouse | Sep 14, 2023 | — San Diego, CA CCD Coll Educ | Sell | — | — | $250,001 – $500,000 | 20023664 |
Aug 1, 2023 Spouse | Sep 14, 2023 | — Lodi CA USD GO UTX | Sell | — | — | $50,001 – $100,000 | 20023664 |
Jul 24, 2023 Spouse | Aug 12, 2023 | — U.S. Treasury Notes | Buy | — | — | $250,001 – $500,000 | 20023499 |
Jul 20, 2023 Spouse | Aug 12, 2023 | — U.S. Treasury Notes | Sell | — | — | $250,001 – $500,000 | 20023499 |
Jul 14, 2023 Spouse | Aug 12, 2023 | — U.S. Treasury Notes | Buy | — | — | $15,001 – $50,000 | 20023499 |
Jul 13, 2023 Spouse | Aug 12, 2023 | — San Diego CA Trans Excise Tax | Buy | — | — | $100,001 – $250,000 | 20023499 |
Jul 10, 2023 Spouse | Aug 12, 2023 | — Cibolo Creek Muni Swr Util | Sell | — | — | $15,001 – $50,000 | 20023499 |
Jun 26, 2023 Spouse | Jul 14, 2023 | — US Treasury Bill $1,000,000 | Buy | — | — | Spouse/DC Over | 20023277 |
Jun 23, 2023 Spouse | Jul 14, 2023 | — US Treasury Bill | Buy | — | — | $250,001 – $500,000 | 20023277 |
Jun 22, 2023 Spouse | Jul 14, 2023 | — US Treasury Bill $1,000,000 | Sell | — | — | Spouse/DC Over | 20023277 |
Jun 15, 2023 Spouse | Jul 14, 2023 | — San Francisco CA IMPT SCH | Sell | — | — | $250,001 – $500,000 | 20023277 |
May 15, 2023 Spouse | Jun 13, 2023 | — Univ CA | Sell | — | — | $500,001 – $1,000,000 | 20023111 |
Apr 25, 2023 Spouse | May 10, 2023 | — U.S Treasury Bills | Buy | — | — | $500,001 – $1,000,000 | 20022900 |
Apr 25, 2023 Spouse | May 10, 2023 | — U.S Treasury Bills | Buy | — | — | $100,001 – $250,000 | 20022900 |
Apr 24, 2023 Spouse | May 10, 2023 | — U.S Treasury Bills | Buy | — | — | $500,001 – $1,000,000 | 20022900 |
Apr 3, 2023 Spouse | May 10, 2023 | — Bay Area Toll RV Toll Tran | Sell | — | — | $250,001 – $500,000 | 20022900 |
Mar 7, 2023 Spouse | Apr 13, 2023 | — U.S Treasury Bills | Sell | — | — | $100,001 – $250,000 | 20022690 |
Feb 7, 2023 Spouse | Mar 28, 2023 | — U.S Treasury Bills | Buy | — | — | $100,001 – $250,000 | 20022633 |
Jan 3, 2023 Spouse | Feb 13, 2023 | — Multi-Pack Solutions LLC | Sell | — | — | $100,001 – $250,000 | 20022409 Packaging Company |
Jan 1, 2023 Spouse | Feb 13, 2023 | — Los Angeles CA W/P Wtr Util | Sell | — | — | $15,001 – $50,000 | 20022409 |
Aug 12, 2022 Spouse | Sep 12, 2022 | — Los Angeles County Excise Tax | Buy | — | — | $250,001 – $500,000 | 20021674 |
Aug 12, 2022 Spouse | Sep 12, 2022 | — Folsom Cordova CA Impt Sch | Buy | — | — | $250,001 – $500,000 | 20021674 |
Aug 1, 2022 Spouse | Sep 12, 2022 | — Rowland CA USD | Sell | — | — | $250,001 – $500,000 | 20021674 |
Aug 1, 2022 Spouse | Sep 12, 2022 | — Ohlone Community College District | Sell | — | — | $250,001 – $500,000 | 20021674 |
Jul 6, 2022 Spouse | Aug 16, 2022 | — San Francisco CA Sewer Util | Buy | — | — | $500,001 – $1,000,000 | 20021506 |
Jul 6, 2022 Spouse | Aug 16, 2022 | — San Francisco CA Sewer Util | Buy | — | — | $100,001 – $250,000 | 20021506 |
Jun 21, 2022 Spouse | Jul 15, 2022 | — East Bay MUD Sys CA | Buy | — | — | $250,001 – $500,000 | 20021323 |
Jun 2, 2022 Spouse | Jul 15, 2022 | — Lodi CA USD GO UTX | Buy | — | — | $100,001 – $250,000 | 20021323 |
May 26, 2022 Spouse | Jun 19, 2022 | — San Francisco CA IMPT SCH | Buy | — | — | $250,001 – $500,000 | 20021202 |
May 26, 2022 Spouse | Jun 19, 2022 | — San Francisco CA IMP SCH | Buy | — | — | $100,001 – $250,000 | 20021202 |
May 26, 2022 Spouse | Jun 19, 2022 | — San Francisco CA BART | Buy | — | — | $250,001 – $500,000 | 20021202 |
May 24, 2022 Spouse | Jun 19, 2022 | — Mammoth CA USD IMPT SCH | Buy | — | — | $100,001 – $250,000 | 20021202 |
May 20, 2022 Spouse | Jun 19, 2022 | — Cerritos CA CCD COLL EDUC | Buy | — | — | $100,001 – $250,000 | 20021202 CUSIP: 156792GD9 |
May 19, 2022 Spouse | Jun 19, 2022 | — San Mateo CA UHSD IMPT SCH | Buy | — | — | $100,001 – $250,000 | 20021202 |
May 18, 2022 Spouse | Jun 19, 2022 | — Orange CTY CA REV UTX | Buy | — | — | $100,001 – $250,000 | 20021202 |
May 18, 2022 Spouse | Jun 19, 2022 | — CA ST DEPT WTR UTIL | Buy | — | — | $250,001 – $500,000 | 20021202 |
May 16, 2022 Spouse | Jun 19, 2022 | — East Bay MUD SYS CA | Buy | — | — | $500,001 – $1,000,000 | 20021202 |
Apr 19, 2022 Spouse | May 18, 2022 | — Multi-Pack Solutions, LLC $1,000,000 | Buy | — | — | Spouse/DC Over | 20021049 Packaging Company |
Jan 31, 2022 Spouse | Feb 15, 2022 | — gV Pines Apartments, LLC | Buy | — | — | $100,001 – $250,000 | 20020436 Real Estate |
Nov 1, 2021 Spouse | Dec 6, 2021 | — San Francisco CA Rev. Bonds | Sell | — | — | $500,001 – $1,000,000 | 20019960 |
Oct 14, 2021 Spouse | Nov 12, 2021 | — Sequoia CA uHSD IMPD SCH | Sell | — | — | $500,001 – $1,000,000 | 20019787 |
Oct 14, 2021 Spouse | Nov 12, 2021 | — Contra Costa CCD | Sell | — | — | $250,001 – $500,000 | 20019787 |
Oct 14, 2021 Spouse | Nov 12, 2021 | — Contra Costa CCD $1,000,000 | Sell | — | — | Spouse/DC Over | 20019787 |
Oct 14, 2021 Spouse | Nov 12, 2021 | — CA Educ | Sell | — | — | $250,001 – $500,000 | 20019787 |
Oct 14, 2021 Spouse | Nov 12, 2021 | — Bay Area Toll Rev $1,000,000 | Sell | — | — | Spouse/DC Over | 20019787 |
Oct 13, 2021 Spouse | Nov 12, 2021 | — Cibolo Creek Muni Swr util | Buy | — | — | $50,001 – $100,000 | 20019787 |
Sep 21, 2021 Spouse | Oct 15, 2021 | — uS Treasury Notes $1,000,000 | Sell | — | — | Spouse/DC Over | 20019621 |
Sep 2, 2021 Spouse | Oct 15, 2021 | — Novato CA uSD IMPT SCH | Buy | — | — | $50,001 – $100,000 | 20019621 |
Sep 1, 2021 Spouse | Oct 15, 2021 | — los Angeles CA gO uTX | Sell | — | — | $50,001 – $100,000 | 20019621 |
Aug 16, 2021 Spouse | Sep 13, 2021 | — Sacramento CA utl Pwr util | Sell | — | — | $500,001 – $1,000,000 | 20019450 |
Aug 2, 2021 Spouse | Sep 13, 2021 | — Centinela VY uHS Impt Sch | Sell | — | — | $250,001 – $500,000 | 20019450 |
Jun 17, 2021 Spouse | Jul 9, 2021 | — uS Treasury Notes | Sell | — | — | $100,001 – $250,000 | 20019062 |
May 3, 2021 Spouse | Jun 8, 2021 | — uS Treasury Notes | Sell | — | — | $50,001 – $100,000 | 20018867 |
May 3, 2021 Spouse | Jun 8, 2021 | — CA St Dept Wtr Res Power Ser O | Sell | — | — | $250,001 – $500,000 | 20018867 |
Apr 28, 2021 Spouse | May 12, 2021 | — Broadview Hghts OH gO uTX | Buy | — | — | $50,001 – $100,000 | 20018716 |
Apr 13, 2021 Spouse | May 12, 2021 | — los Angeles CA W/P Wtr util | Buy | — | — | $50,001 – $100,000 | 20018716 |
Apr 5, 2021 Spouse | May 12, 2021 | — u.S. Treasury Notes | Sell | — | — | $500,001 – $1,000,000 | 20018716 |
Apr 1, 2021 Spouse | May 12, 2021 | — San Diego CA Trans Rev lTX | Sell | — | — | $50,001 – $100,000 | 20018716 |
Mar 10, 2021 Spouse | Apr 14, 2021 | — uS Treasury Nootes | Sell | — | — | $500,001 – $1,000,000 | 20018560 |
Feb 16, 2021 Spouse | Mar 11, 2021 | — grossmont CA Impt Sch | Sell | — | — | $100,001 – $250,000 | 20018346 |
Feb 16, 2021 Spouse | Mar 11, 2021 | — CA Infra & Dev Bk Comb util | Sell | — | — | $100,001 – $250,000 | 20018346 |
Feb 16, 2021 Spouse | Mar 11, 2021 | — univ CA Pub Ed | Sell | — | — | $100,001 – $250,000 | 20018346 |
Feb 16, 2021 Spouse | Mar 11, 2021 | — Silicon Vy Cln Wtr util $200? | Sell | — | — | $100,001 – $250,000 | 20018346 |
Feb 16, 2021 Spouse | Mar 11, 2021 | — Santa Clara CA uSD Impt Sch | Sell | — | — | $100,001 – $250,000 | 20018346 |
Feb 16, 2021 Spouse | Mar 11, 2021 | — San Francisco, CA FINl SCH | Sell | — | — | $100,001 – $250,000 | 20018346 |
Feb 16, 2021 Spouse | Mar 11, 2021 | — San Francisco, CA City/Cty Impt | Sell | — | — | $100,001 – $250,000 | 20018346 |
Feb 16, 2021 Spouse | Mar 11, 2021 | — San Diego CA Wtr util | Sell | — | — | $100,001 – $250,000 | 20018346 |
Feb 16, 2021 Spouse | Mar 11, 2021 | — Rancho CA WTR FA DIST COMB uTIl | Sell | — | — | $100,001 – $250,000 | 20018346 |
Feb 11, 2021 Spouse | Mar 11, 2021 | — San Diego CA Wtr util | Buy | — | — | $100,001 – $250,000 | 20018346 |
Feb 10, 2021 Spouse | Mar 11, 2021 | — los Angeles Cnty, CA MT Excise Tax | Sell | — | — | $100,001 – $250,000 | 20018346 |
Feb 10, 2021 Spouse | Mar 11, 2021 | — Coast CCD CA Coll Educ | Sell | — | — | $50,001 – $100,000 | 20018346 |
Feb 10, 2021 Spouse | Mar 11, 2021 | — CA State univ Pub Educ | Sell | — | — | $50,001 – $100,000 | 20018346 |
Feb 10, 2021 Spouse | Mar 11, 2021 | — CA State Dept. Water Resources | Sell | — | — | $50,001 – $100,000 | 20018346 |
Feb 10, 2021 Spouse | Mar 11, 2021 | — Bay Area Toll RV TOll Tran | Sell | — | — | $100,001 – $250,000 | 20018346 |
Feb 10, 2021 Spouse | Mar 11, 2021 | — San Francisco CA City/Cnty VP | Sell | — | — | $100,001 – $250,000 | 20018346 |
Feb 10, 2021 Spouse | Mar 11, 2021 | — San Bruno, CA Swr util | Sell | — | — | $50,001 – $100,000 | 20018346 |
Feb 10, 2021 Spouse | Mar 11, 2021 | — Mount San Jacinto Coll Educ | Sell | — | — | $100,001 – $250,000 | 20018346 |
Feb 10, 2021 Spouse | Mar 11, 2021 | — Anaheim CA Elec util | Sell | — | — | $100,001 – $250,000 | 20018346 |
Feb 1, 2021 Spouse | Mar 11, 2021 | — Dublin San Ramon, CA Wtr util | Sell | — | — | $50,001 – $100,000 | 20018346 |
Jan 8, 2021 Spouse | Feb 8, 2021 | — Nevada Irrigation District Bonds $1,000,000 | Sell | — | — | Spouse/DC Over | 20018152 |
Dec 30, 2020 Spouse | Jan 13, 2021 | — u.S. Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20017994 |
Dec 16, 2020 Spouse | Jan 13, 2021 | — u.S. Treasury Bills | Buy | — | — | $500,001 – $1,000,000 | 20017994 |
Dec 10, 2020 Spouse | Jan 13, 2021 | — u.S. Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20017994 |
Nov 30, 2020 Spouse | Dec 18, 2020 | — Multi-Pack Solutions LLC | Buy | — | — | $250,001 – $500,000 | 20017873 Packaging Company |
Oct 14, 2020 Spouse | Nov 12, 2020 | — grossmont CA Impt Sch | Buy | — | — | $100,001 – $250,000 | 20017661 |
Oct 9, 2020 Spouse | Nov 12, 2020 | — lynett Capital Partners II lP | Buy | — | — | $15,001 – $50,000 | 20017661 Pooled Investment Fund/Venture Capital |
Oct 1, 2020 Spouse | Nov 12, 2020 | — San Francisco, CA City/Cty Impt | Sell | — | — | $50,001 – $100,000 | 20017661 |
Sep 10, 2020 Spouse | Oct 13, 2020 | — San Francisco, CA FINl SCH | Buy | — | — | $100,001 – $250,000 | 20017509 |
Sep 1, 2020 Spouse | Oct 13, 2020 | — Roseville, CA Finance Auth | Sell | — | — | $50,001 – $100,000 | 20017509 |
Aug 19, 2020 Spouse | Sep 13, 2020 | — Contra Costa CA CCD COll EDuC $1,000,000 | Buy | — | — | Spouse/DC Over | 20017351 |
Aug 13, 2020 Spouse | Sep 13, 2020 | — Mariposa CTY, CA IMPT SCH | Buy | — | — | $100,001 – $250,000 | 20017351 |
Aug 4, 2020 Spouse | Sep 13, 2020 | RAND Rand Capital Corporation | Sell | 0estimated | $10.45 | $1,001 – $15,000 | 20017351 |
Aug 3, 2020 Spouse | Sep 13, 2020 | RAND Rand Capital Corporation | Sell | 0estimated | $10.42 | $1,001 – $15,000 | 20017351 |
Aug 3, 2020 Spouse | Sep 13, 2020 | — los Angeles CA CCD COll EDuC $1,000,000 | Sell | — | — | Spouse/DC Over | 20017351 |
Jul 31, 2020 Spouse | Aug 13, 2020 | RAND Rand Capital Corporation | Sell | 0estimated | $10.53 | $1,001 – $15,000 | 20017148 |
Jul 30, 2020 Spouse | Aug 13, 2020 | RAND Rand Capital Corporation | Sell | 0estimated | $10.53 | $1,001 – $15,000 | 20017148 |
Jul 29, 2020 Spouse | Sep 13, 2020 | — Calleguas ETC CA | Sell | — | — | $250,001 – $500,000 | 20017351 |
Jul 29, 2020 Spouse | Aug 13, 2020 | — Ohio Water Development Authority | Sell | — | — | $100,001 – $250,000 | 20017148 |
Jul 29, 2020 Spouse | Aug 13, 2020 | — MA BAY TRAN AuTH EXCISE TAX $1,000,000 | Sell | — | — | Spouse/DC Over | 20017148 |
Jul 29, 2020 Spouse | Aug 13, 2020 | — gainesville Fl COMB uTIl | Sell | — | — | $100,001 – $250,000 | 20017148 |
Jul 29, 2020 Spouse | Aug 13, 2020 | RAND Rand Capital Corporation | Sell | 0estimated | $10.53 | $1,001 – $15,000 | 20017148 |
Jul 29, 2020 Spouse | Aug 13, 2020 | — Orlando Fl uTIlS PWR uTIl | Sell | — | — | $100,001 – $250,000 | 20017148 |
Jul 28, 2020 Spouse | Aug 13, 2020 | RAND Rand Capital Corporation | Sell | 0estimated | $10.53 | $1,001 – $15,000 | 20017148 |
Jul 24, 2020 Spouse | Aug 13, 2020 | — New York NY gO uTX | Sell | — | — | $100,001 – $250,000 | 20017148 |
Jul 16, 2020 Spouse | Aug 13, 2020 | — u.S. Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20017148 |
Jul 15, 2020 Spouse | Aug 13, 2020 | — Ohio Water Development Authority | Sell | — | — | $500,001 – $1,000,000 | 20017148 |
Jul 13, 2020 Spouse | Aug 13, 2020 | — gainesville Fl COMB uTIl $1,000,000 | Sell | — | — | Spouse/DC Over | 20017148 |
Jul 10, 2020 Spouse | Aug 13, 2020 | — Orlando Fl uTIlS PWR uTIl $1,000,000 | Sell | — | — | Spouse/DC Over | 20017148 |
Jul 10, 2020 Spouse | Aug 13, 2020 | — New York NY gO uTX $1,000,000 | Sell | — | — | Spouse/DC Over | 20017148 |
Jul 1, 2020 Spouse | Aug 13, 2020 | — MA BAY TRAN AuTH EXCISE TAX | Sell | — | — | $100,001 – $250,000 | 20017148 |
Jun 18, 2020 Member | Jul 12, 2020 | — MA BAY TRAN AuTH MASS TRAN | Sell | — | — | $250,001 – $500,000 | 20016923 |
Jun 18, 2020 Member | Jul 12, 2020 | — gainesville Fl COMB uTIl | Sell | — | — | $250,001 – $500,000 | 20016923 |
Jun 18, 2020 Dependent | Jul 12, 2020 | — uNIV EDuC | Sell | — | — | $250,001 – $500,000 | 20016923 |
Jun 16, 2020 Spouse | Jul 12, 2020 | — u.S. Treasury Bills | Buy | — | — | $500,001 – $1,000,000 | 20016923 |
Jun 15, 2020 Member | Jul 12, 2020 | — W Palm Beach Fl COMB uTIl | Sell | — | — | $100,001 – $250,000 | 20016923 |
Jun 11, 2020 Spouse | Jul 12, 2020 | — u.S. Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20016923 |
Jun 1, 2020 Member | Jul 12, 2020 | — East Bay Muni util Dist, CA | Sell | — | — | $50,001 – $100,000 | 20016923 |
May 13, 2020 Spouse | Jun 12, 2020 | — Dublin, CA unified Sch Dist | Buy | — | — | $500,001 – $1,000,000 | 20016735 |
May 11, 2020 Spouse | Jun 12, 2020 | — los Angeles, CA Dept. of Water & Power | Buy | — | — | $500,001 – $1,000,000 | 20016735 |
May 1, 2020 Spouse | Jun 12, 2020 | — CA State Dept. of Water Bonds | Sell | — | — | $500,001 – $1,000,000 | 20016735 |
Apr 13, 2020 Spouse | May 14, 2020 | — Metropolitan Water District S C WTR util | Sell | — | — | $250,001 – $500,000 | 20016586 |
Apr 9, 2020 Spouse | May 14, 2020 | — Sequoia Ca uHSD Impt Sch | Buy | — | — | $500,001 – $1,000,000 | 20016586 |
Apr 8, 2020 Spouse | May 14, 2020 | — Sacramento Ca utl Pwr util | Buy | — | — | $500,001 – $1,000,000 | 20016586 |
Apr 8, 2020 Spouse | May 14, 2020 | — Contra Costa Ca CCD | Buy | — | — | $250,001 – $500,000 | 20016586 |
Apr 8, 2020 Spouse | May 14, 2020 | — Bay area Toll RV Ca Toll Tran | Buy | — | — | $250,001 – $500,000 | 20016586 |
Apr 1, 2020 Spouse | May 14, 2020 | — Centinela VY uHS Impt Sch | Buy | — | — | $250,001 – $500,000 | 20016586 |
Apr 1, 2020 Spouse | May 14, 2020 | — Ca Educ Priv Educ | Buy | — | — | $250,001 – $500,000 | 20016586 |
Mar 31, 2020 Spouse | Apr 14, 2020 | — Stockton, Ca PFa Wtr util $1,000,000 | Buy | — | — | Spouse/DC Over | 20016400 |
Mar 30, 2020 Spouse | Apr 14, 2020 | — San Diego, Ca CCD Coll Educ | Buy | — | — | $500,001 – $1,000,000 | 20016400 |
Mar 26, 2020 Spouse | Apr 14, 2020 | — u.S. Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20016400 |
Mar 13, 2020 Spouse | Apr 14, 2020 | — u.S. Treasury Bills | Buy | — | — | $500,001 – $1,000,000 | 20016400 |
Mar 12, 2020 Spouse | Apr 14, 2020 | — u.S. Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20016400 |
Mar 2, 2020 Spouse | Apr 14, 2020 | — lynett Capital Partners II lP | Buy | — | — | $15,001 – $50,000 | 20016400 Pooled Investment Fund/Venture Capital |
Jan 29, 2020 Member | Feb 17, 2020 | — Butte-glenn Muni Bonds | Sell | — | — | $500,001 – $1,000,000 | 20015024 |
Jan 28, 2020 Spouse | Feb 17, 2020 | — u.S. Treasury Notes | Buy | — | — | $500,001 – $1,000,000 | 20015024 |
Jan 27, 2020 Spouse | Feb 17, 2020 | — u.S. Treasury Notes $1,000,000 | Buy | — | — | Spouse/DC Over | 20015024 |
Jan 27, 2020 Spouse | Feb 17, 2020 | — Silicon Vy Cln Wtr util | Sell | — | — | $250,001 – $500,000 | 20015024 |
Jan 27, 2020 Spouse | Feb 17, 2020 | — San Francisco County Ca EXCISE TaX | Sell | — | — | $500,001 – $1,000,000 | 20015024 |
Jan 27, 2020 Spouse | Feb 17, 2020 | — Ca EDuC FaC auTH REV $1,000,000 | Sell | — | — | Spouse/DC Over | 20015024 |
Jan 27, 2020 Spouse | Feb 17, 2020 | — alameda Ca Trans Excise | Sell | — | — | $500,001 – $1,000,000 | 20015024 |
Nov 14, 2019 Spouse | Dec 19, 2019 | — u.S. Treasury Bills $1,000,000 | Buy | — | — | Spouse/DC Over | 20012747 |
Oct 31, 2019 Spouse | Nov 22, 2019 | — Multi-Pack Solutions LLC $1,000,000 | Sell | — | — | Spouse/DC over | 20012624 Packaging Company |
Sep 30, 2019 Spouse | Oct 15, 2019 | — u.S. Treasury Bills $1,000,000 | Buy | — | — | Spouse/DC Over | 20012466 |
Sep 26, 2019 Spouse | Oct 15, 2019 | — u.S. Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20012466 |
Sep 16, 2019 Spouse | Oct 15, 2019 | — u.S. Treasury Bills | Buy | — | — | $500,001 – $1,000,000 | 20012466 |
Sep 12, 2019 Spouse | Oct 15, 2019 | — u.S. Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20012466 |
Aug 27, 2019 Spouse | Sep 16, 2019 | — lynett Capital Partners II lP | Buy | — | — | $15,001 – $50,000 | 20012309 Pooled Investment Fund/Venture Capital |
Aug 9, 2019 Spouse | Sep 16, 2019 | — San Juan, Ca uSD | Buy | — | — | $500,001 – $1,000,000 | 20012309 |
Aug 1, 2019 Member | Sep 16, 2019 | — Washington State Bonds | Sell | — | — | $500,001 – $1,000,000 | 20012309 |
Jul 31, 2019 Member | Aug 14, 2019 | — San Jose, Ca | Sell | — | — | $500,001 – $1,000,000 | 20012153 |
Jul 25, 2019 Spouse | Aug 14, 2019 | — Sacramento Muni util Dist | Buy | — | — | $250,001 – $500,000 | 20012153 |
Jul 24, 2019 Spouse | Aug 14, 2019 | — Ohlone Community College District | Buy | — | — | $250,001 – $500,000 | 20012153 |
Jul 19, 2019 Spouse | Aug 14, 2019 | — Ma BaY TRaN auTH EXCISE TaX | Sell | — | — | $100,001 – $250,000 | 20012153 |
Jul 16, 2019 Spouse | Aug 14, 2019 | — Roseville, Ca Finance auth | Buy | — | — | $100,001 – $250,000 | 20012153 |
Jul 16, 2019 Spouse | Aug 14, 2019 | — Ohio Water Development authority | Buy | — | — | $500,001 – $1,000,000 | 20012153 |
Jul 12, 2019 Spouse | Aug 14, 2019 | — Sacramento, Ca $1,000,000 | Sell | — | — | Spouse/DC Over | 20012153 |
Jul 12, 2019 Spouse | Aug 14, 2019 | — East Bay Muni util Dist, Ca | Sell | — | — | $250,001 – $500,000 | 20012153 |
Jul 1, 2019 Spouse | Aug 14, 2019 | — los angeles Ca, W util Pwr | Sell | — | — | $250,001 – $500,000 | 20012153 |
Jun 7, 2019 Spouse | Jul 14, 2019 | RAND Rand Capital Corporation | Sell | 0estimated | $25.65 | $1,001 – $15,000 | 20011963 |
Jun 4, 2019 Spouse | Jul 14, 2019 | RAND Rand Capital Corporation | Sell | 0estimated | $24.35 | $1,001 – $15,000 | 20011963 |
Jun 3, 2019 Spouse | Jul 14, 2019 | RAND Rand Capital Corporation | Sell | 0estimated | $24.35 | $1,001 – $15,000 | 20011963 |
May 28, 2019 Spouse | Jun 18, 2019 | RAND Rand Capital Corporation | Sell | 0estimated | $24.84 | $1,001 – $15,000 | 20011805 |
May 24, 2019 Spouse | Jun 18, 2019 | RAND Rand Capital Corporation | Sell | 0estimated | $25.53 | $15,001 – $50,000 | 20011805 |
May 23, 2019 Spouse | Jun 18, 2019 | RAND Rand Capital Corporation | Sell | 0estimated | $27.00 | $1,001 – $15,000 | 20011805 |
May 23, 2019 Spouse | Jun 18, 2019 | — Ca St Dept Wtr Res Power Ser O | Buy | — | — | $250,001 – $500,000 | 20011805 |
May 22, 2019 Spouse | Jun 18, 2019 | RAND Rand Capital Corporation | Sell | 0estimated | $23.97 | $1,001 – $15,000 | 20011805 |
May 21, 2019 Spouse | Jun 18, 2019 | RAND Rand Capital Corporation | Sell | 0estimated | $25.29 | $1,001 – $15,000 | 20011805 |
May 20, 2019 Spouse | Jun 18, 2019 | RAND Rand Capital Corporation | Sell | 0estimated | $26.55 | $1,001 – $15,000 | 20011805 |
May 20, 2019 Spouse | Jun 18, 2019 | — Enterprise Ca Elem Sch Dist Rfdg - 2030 | Buy | — | — | $250,001 – $500,000 | 20011805 |
May 20, 2019 Spouse | Jun 18, 2019 | — Enterprise Ca Elem Sch Dist Rfdg - 2029 | Buy | — | — | $500,001 – $1,000,000 | 20011805 |
May 17, 2019 Spouse | Jun 18, 2019 | RAND Rand Capital Corporation | Sell | 0estimated | $26.42 | $1,001 – $15,000 | 20011805 |
May 15, 2019 Spouse | Jun 18, 2019 | — university of Ca Rev. Bonds | Sell | — | — | $500,001 – $1,000,000 | 20011805 |
Apr 26, 2019 Spouse | May 6, 2019 | — gainesville Fl COMB uTIl | Sell | — | — | $100,001 – $250,000 | 20011594 |
Apr 4, 2019 Spouse | May 6, 2019 | — u.S. Treasury Bills $1,000,000 | Buy | — | — | Spouse/DC Over | 20011594 |
Apr 3, 2019 Spouse | May 6, 2019 | — u.S. Treasury Bills | Buy | — | — | $100,001 – $250,000 | 20011594 |
Mar 28, 2019 Spouse | Apr 14, 2019 | — u.S. Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20011456 |
Mar 28, 2019 Spouse | Apr 14, 2019 | — u.S. Treasury Bills | Sell | — | — | $100,001 – $250,000 | 20011456 |
Mar 18, 2019 Spouse | Apr 14, 2019 | — u.S. Treasury Bills | Buy | — | — | $500,001 – $1,000,000 | 20011456 |
Mar 18, 2019 Spouse | Apr 14, 2019 | — lynett Capital Partners II lP | Buy | — | — | $15,001 – $50,000 | 20011456 Pooled Investment Fund/Venture Capital |
Mar 14, 2019 Spouse | Apr 14, 2019 | — u.S. Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20011456 |
Mar 8, 2019 Spouse | Apr 14, 2019 | RAND Rand Capital Corporation | Sell | 0estimated | $25.56 | $15,001 – $50,000 | 20011456 |
Mar 7, 2019 Spouse | Apr 14, 2019 | RAND Rand Capital Corporation | Sell | 0estimated | $25.65 | $15,001 – $50,000 | 20011456 |
Mar 6, 2019 Spouse | Apr 14, 2019 | RAND Rand Capital Corporation | Sell | 0estimated | $25.29 | $15,001 – $50,000 | 20011456 |
Mar 5, 2019 Spouse | Apr 14, 2019 | RAND Rand Capital Corporation | Sell | 0estimated | $24.84 | $1,001 – $15,000 | 20011456 |
Mar 4, 2019 Spouse | Apr 14, 2019 | RAND Rand Capital Corporation | Sell | 0estimated | $24.30 | $1,001 – $15,000 | 20011456 |
Mar 1, 2019 Spouse | Apr 14, 2019 | RAND Rand Capital Corporation | Sell | 0estimated | $26.10 | $1,001 – $15,000 | 20011456 |
Feb 28, 2019 Spouse | Mar 19, 2019 | RAND Rand Capital Corporation | Sell | 0estimated | $26.28 | $1,001 – $15,000 | 20011286 |
Feb 27, 2019 Spouse | Mar 19, 2019 | — Ca Infra & E Dev Pool auth | Buy | — | — | $500,001 – $1,000,000 | 20011286 |
Feb 26, 2019 Member | Mar 19, 2019 | — Ca State univ Pub Educ | Buy | — | — | $50,001 – $100,000 | 20011286 |
Feb 26, 2019 Spouse | Mar 19, 2019 | — Riverside Ca Elec util $1,000,000 | Buy | — | — | Spouse/DC Over | 20011286 |
Feb 25, 2019 Spouse | Mar 19, 2019 | — lynett Capital Partners II lP | Buy | — | — | $50,001 – $100,000 | 20011286 Pooled Investment Fund/Venture Capital |
Feb 21, 2019 Spouse | Mar 19, 2019 | — alameda Ca Trans Excise | Buy | — | — | $500,001 – $1,000,000 | 20011286 |
Feb 20, 2019 Member | Mar 19, 2019 | — los angeles Cnty, Ca MT Excise Tax | Buy | — | — | $100,001 – $250,000 | 20011286 |
Feb 19, 2019 Member | Mar 19, 2019 | — San Francisco, Ca City/Cnty VP | Buy | — | — | $100,001 – $250,000 | 20011286 |
Feb 14, 2019 Spouse | Mar 19, 2019 | — Ca State School Building $1,000,000 | Sell | — | — | Spouse/DC Over | 20011286 |
Feb 14, 2019 Member | Mar 19, 2019 | — Ca State Dept. Water Resources | Buy | — | — | $50,001 – $100,000 | 20011286 |
Feb 14, 2019 Spouse | Mar 19, 2019 | — Bay area Toll RV Toll Tran $1,000,000 | Sell | — | — | Spouse/DC Over | 20011286 |
Feb 14, 2019 Spouse | Mar 19, 2019 | — Bay area Toll RV Toll Tran $1,000,000 | Buy | — | — | Spouse/DC Over | 20011286 |
Feb 14, 2019 Member | Mar 19, 2019 | — Bay area Toll RV Toll Tran | Buy | — | — | $100,001 – $250,000 | 20011286 |
Feb 14, 2019 Member | Mar 19, 2019 | — W Palm Beach Fl COMB uTIl | Sell | — | — | $100,001 – $250,000 | 20011286 |
Feb 14, 2019 Member | Mar 19, 2019 | — uNIV TX PERM uNIV PuB EDuC | Sell | — | — | $250,001 – $500,000 | 20011286 |
Feb 14, 2019 Spouse | Mar 19, 2019 | — Santa Clara Valley Ca $1,000,000 | Sell | — | — | Spouse/DC Over | 20011286 |
Feb 14, 2019 Spouse | Mar 19, 2019 | — San Diego Ca Trans Rev lTX $1,000,000 | Sell | — | — | Spouse/DC Over | 20011286 |
Feb 14, 2019 Member | Mar 19, 2019 | — anaheim Ca Elec util | Buy | — | — | $100,001 – $250,000 | 20011286 |
Feb 14, 2019 Spouse | Mar 19, 2019 | — Orange Ca WTR CO WTR COPS $1,000,000 | Sell | — | — | Spouse/DC Over | 20011286 |
Feb 14, 2019 Member | Mar 19, 2019 | — NYC NY MuN Fa WTR uTIl | Sell | — | — | $250,001 – $500,000 | 20011286 |
Feb 14, 2019 Member | Mar 19, 2019 | — NEW YORK NY gO uTX | Sell | — | — | $250,001 – $500,000 | 20011286 |
Feb 14, 2019 Spouse | Mar 19, 2019 | — Monterey Peninsula WTR COPS | Sell | — | — | $500,001 – $1,000,000 | 20011286 |
Feb 12, 2019 Spouse | Mar 19, 2019 | — Cambrian Ca SD $1,000,000 | Buy | — | — | Spouse/DC Over | 20011286 |
Feb 11, 2019 Member | Mar 19, 2019 | — San Bruno Ca Swr util | Buy | — | — | $50,001 – $100,000 | 20011286 |
Feb 11, 2019 Member | Mar 19, 2019 | — Mount San Jacinto Coll Educ | Buy | — | — | $100,001 – $250,000 | 20011286 |
Feb 11, 2019 Member | Mar 19, 2019 | — Coast CCD Ca Coll Educ | Buy | — | — | $50,001 – $100,000 | 20011286 |
Feb 8, 2019 Member | Mar 19, 2019 | — East Bay Muni util Dist, Ca | Buy | — | — | $100,001 – $250,000 | 20011286 |
Jan 9, 2019 Spouse | Feb 12, 2019 | — Silicon Valley Cln Wtr | Buy | — | — | $250,001 – $500,000 | 20011136 |
Jan 9, 2019 Spouse | Feb 12, 2019 | — Rowland Ca uSD | Buy | — | — | $250,001 – $500,000 | 20011136 |
Dec 31, 2018 Spouse | Jan 18, 2019 | — San Francisco County Ca EXCISE TaX | Buy | — | — | $500,001 – $1,000,000 | 20011013 |
Dec 28, 2018 Spouse | Jan 18, 2019 | — los angeles Ca gO uTX | Buy | — | — | $100,001 – $250,000 | 20011013 |
Dec 28, 2018 Spouse | Jan 18, 2019 | — Marin Ca MIN WTR uTIl | Buy | — | — | $100,001 – $250,000 | 20011013 |
Dec 26, 2018 Spouse | Jan 18, 2019 | — los angeles Ca CCD COll EDuC $1,000,000 | Buy | — | — | Spouse/DC Over | 20011013 |
Dec 26, 2018 Spouse | Jan 18, 2019 | — Folsom Cordova SCH DIST Ca IMPT SCH | Buy | — | — | $100,001 – $250,000 | 20011013 |
Dec 26, 2018 Member | Jan 18, 2019 | — W Palm Beach Fl COMB uTIl | Buy | — | — | $250,001 – $500,000 | 20011013 |
Dec 26, 2018 Spouse | Jan 18, 2019 | — uNIV Ca PuB EDuC $1,000,000 | Buy | — | — | Spouse/DC Over | 20011013 |
Dec 26, 2018 Spouse | Jan 18, 2019 | — Ca uNIV REV | Buy | — | — | $500,001 – $1,000,000 | 20011013 |
Dec 26, 2018 Spouse | Jan 18, 2019 | — San Diego Ca TRaNS EXCISE TaX | Buy | — | — | $100,001 – $250,000 | 20011013 |
Dec 26, 2018 Spouse | Jan 18, 2019 | — Rancho Ca WTR FaC DIST COMB uTIl | Buy | — | — | $100,001 – $250,000 | 20011013 |
Dec 26, 2018 Spouse | Jan 18, 2019 | — Orlando Fl uTIlS PWR uTIl $1,000,000 | Buy | — | — | Spouse/DC Over | 20011013 |
Dec 26, 2018 Spouse | Jan 18, 2019 | — Ca EDuC FaC auTH REV $1,000,000 | Buy | — | — | Spouse/DC Over | 20011013 |
Dec 24, 2018 Spouse | Jan 18, 2019 | — Ma BaY TRaN auTH EXCISE TaX $1,000,000 | Buy | — | — | Spouse/DC Over | 20011013 |
Dec 24, 2018 Spouse | Jan 18, 2019 | — gainesville Fl COMB uTIl $1,000,000 | Buy | — | — | Spouse/DC Over | 20011013 |
Dec 24, 2018 Member | Jan 18, 2019 | — gainesville Fl COMB uTIl | Buy | — | — | $250,001 – $500,000 | 20011013 |
Dec 24, 2018 Member | Jan 18, 2019 | — uNIV TX PERM uNIV PuB EDuC | Buy | — | — | $250,001 – $500,000 | 20011013 |
Dec 21, 2018 Dependent | Jan 18, 2019 | — uNIV EDuC | Buy | — | — | $250,001 – $500,000 | 20011013 |
Dec 21, 2018 Spouse | Jan 18, 2019 | — u.S. Treasury Bills $1,000,000 | Buy | — | — | Spouse/DC Over | 20011013 |
Dec 21, 2018 Member | Jan 18, 2019 | — New York NY gO uTX | Buy | — | — | $250,001 – $500,000 | 20011013 |
Dec 21, 2018 Spouse | Jan 18, 2019 | — New York NY gO uTX $1,000,000 | Buy | — | — | Spouse/DC Over | 20011013 |
Dec 20, 2018 Member | Jan 18, 2019 | — NYC NY MuN Fa WTR uTIl | Buy | — | — | $250,001 – $500,000 | 20011013 |
Dec 19, 2018 Member | Jan 18, 2019 | — Ma BaY TRaN auTH MaSS TRaN | Buy | — | — | $250,001 – $500,000 | 20011013 |
Dec 17, 2018 Spouse | Jan 18, 2019 | — u.S. Treasury Bills | Buy | — | — | $500,001 – $1,000,000 | 20011013 |
Dec 13, 2018 Member | Jan 18, 2019 | — u.S. Treasury Bills | Sell | — | — | $1,000,001 – $5,000,000 | 20011013 |
Dec 13, 2018 Spouse | Jan 18, 2019 | — u.S. Treasury Bills $200? | Sell | — | — | $500,001 – $1,000,000 | 20011013 |
Oct 1, 2018 Member | Nov 13, 2018 | — Harris County TX Flood Bonds | Sell | — | — | $100,001 – $250,000 | 20010644 |
Sep 17, 2018 Spouse | Oct 12, 2018 | — u.S. Treasury Bills | Buy | — | — | $500,001 – $1,000,000 | 20010440 |
Sep 13, 2018 Spouse | Oct 12, 2018 | — u.S. Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20010440 |
Sep 12, 2018 Member | Oct 12, 2018 | — u.S. Treasury Bills | Buy | — | — | $1,000,001 – $5,000,000 | 20010440 |
Sep 4, 2018 Member | Oct 12, 2018 | — univ Ca Pub Educ | Sell | — | — | $500,001 – $1,000,000 | 20010440 |
Aug 14, 2018 Spouse | Sep 14, 2018 | RAND Rand Capital Corporation | Sell | 0estimated | $20.43 | $15,001 – $50,000 | 20010256 |
Aug 10, 2018 Spouse | Sep 14, 2018 | RAND Rand Capital Corporation | Sell | 0estimated | $20.25 | $15,001 – $50,000 | 20010256 |
Aug 9, 2018 Spouse | Sep 14, 2018 | RAND Rand Capital Corporation | Sell | 0estimated | $20.70 | $1,001 – $15,000 | 20010256 |
Aug 7, 2018 Member | Sep 14, 2018 | — Orange Ca WTR CO WTR COPS | Sell | — | — | $250,001 – $500,000 | 20010256 |
Aug 7, 2018 Member | Sep 14, 2018 | — Bay area Toll RV Toll Tran | Sell | — | — | $250,001 – $500,000 | 20010256 |
Aug 7, 2018 Spouse | Sep 14, 2018 | — univ Ca Pub Educ $1,000,000 | Buy | — | — | Spouse/DC Over | 20010256 |
Aug 7, 2018 Member | Sep 14, 2018 | — San Diego County , Ca Bonds | Sell | — | — | $250,001 – $500,000 | 20010256 |
Aug 7, 2018 Spouse | Sep 14, 2018 | RAND Rand Capital Corporation | Sell | 0estimated | $21.33 | $1,001 – $15,000 | 20010256 |
Aug 3, 2018 Spouse | Sep 14, 2018 | RAND Rand Capital Corporation | Sell | 0estimated | $21.53 | $15,001 – $50,000 | 20010256 |
Aug 2, 2018 Member | Sep 14, 2018 | — Poway, Ca unified Sch. Dist. Bonds | Sell | — | — | $500,001 – $1,000,000 | 20010256 |
Aug 2, 2018 Member | Sep 14, 2018 | — Metropolitan Water District of Southern Ca Bonds | Sell | — | — | $500,001 – $1,000,000 | 20010256 |
Aug 2, 2018 Member | Sep 14, 2018 | — los angeles Cty, Ca Mt | Sell | — | — | $100,001 – $250,000 | 20010256 |
Aug 2, 2018 Member | Sep 14, 2018 | — Ca State Dept. Water Resources | Sell | — | — | $250,001 – $500,000 | 20010256 |
Aug 2, 2018 Member | Sep 14, 2018 | — austin TX Water Bonds | Sell | — | — | $250,001 – $500,000 | 20010256 |
Aug 1, 2018 Spouse | Sep 14, 2018 | RAND Rand Capital Corporation | Sell | 0estimated | $22.05 | $50,001 – $100,000 | 20010256 |
Jul 27, 2018 Spouse | Aug 10, 2018 | RAND Rand Capital Corporation | Sell | 0estimated | $22.95 | $1,001 – $15,000 | 20010048 |
Jul 1, 2018 Spouse | Aug 10, 2018 | — Monterey Peninsula WTR COPS | Sell | — | — | $50,001 – $100,000 | 20010048 |
Jun 11, 2018 Spouse | Jul 16, 2018 | — u.S. Treasury Bills | Buy | — | — | $500,001 – $1,000,000 | 20009865 |
Jun 7, 2018 Spouse | Jul 16, 2018 | — u.S. Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20009865 |
May 21, 2018 Spouse | Jun 14, 2018 | — Pittsburg Ca Wtr util | Buy | — | — | $250,001 – $500,000 | 20009721 |
May 9, 2018 Spouse | Jun 14, 2018 | — Pasadena Ca area CC Educ | Buy | — | — | $250,001 – $500,000 | 20009721 |
May 4, 2018 Spouse | Jun 14, 2018 | — Blue Water Pandero Investors llC $1,000,000 | Sell | — | — | Spouse/DC over | 20009721 Quarry Mining & Manufacturing |
May 1, 2018 Member | Jun 14, 2018 | — San Diego County, Ca Bonds $200? | Sell | — | — | $250,001 – $500,000 | 20009721 |
May 1, 2018 Spouse | Jun 14, 2018 | — los angeles Ca CCD | Buy | — | — | $100,001 – $250,000 | 20009721 |
May 1, 2018 Spouse | Jun 14, 2018 | — East Bay Muni util Dist, Ca | Sell | — | — | $250,001 – $500,000 | 20009721 |
May 1, 2018 Spouse | Jun 14, 2018 | — Calleguas ETC Ca | Sell | — | — | $500,001 – $1,000,000 | 20009721 |
Apr 30, 2018 Spouse | May 9, 2018 | — San Francisco, Ca City/Cty Impt | Buy | — | — | $100,001 – $250,000 | 20009486 |
Apr 30, 2018 Spouse | May 9, 2018 | — Dublin San Ramon, Ca Wtr util | Buy | — | — | $100,001 – $250,000 | 20009486 |
Apr 27, 2018 Spouse | May 9, 2018 | — Silicon Vy Cln Wtr util | Buy | — | — | $100,001 – $250,000 | 20009486 |
Apr 27, 2018 Spouse | May 9, 2018 | — Santa Clara Ca uSD Impt Sch | Buy | — | — | $100,001 – $250,000 | 20009486 |
Apr 27, 2018 Spouse | May 9, 2018 | — San Francisco, Ca Cty & City Swr util | Buy | — | — | $100,001 – $250,000 | 20009486 |
Apr 27, 2018 Spouse | May 9, 2018 | — univ Ca Pub Educ | Buy | — | — | $100,001 – $250,000 | 20009486 |
Apr 27, 2018 Spouse | May 9, 2018 | — Ca Infra & Dev Bk Comb util | Buy | — | — | $100,001 – $250,000 | 20009486 |
Apr 26, 2018 Spouse | May 9, 2018 | — los angeles, Ca, W util Pwr | Sell | — | — | $250,001 – $500,000 | 20009486 |
Apr 5, 2018 Spouse | May 9, 2018 | — Met. Water District, Ca. $1,000,000 | Sell | — | — | Spouse/DC Over | 20009486 |
Apr 4, 2018 Spouse | May 9, 2018 | — los angeles, Ca, W util Pwr $1,000,000 | Sell | — | — | Spouse/DC Over | 20009486 |
Mar 28, 2018 Spouse | Apr 18, 2018 | — u.S. Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20009299 |
Mar 8, 2018 Spouse | Apr 18, 2018 | — u.S. Treasury Bills $1,000,000 | Buy | — | — | Spouse/DC Over | 20009299 |
Mar 8, 2018 Spouse | Apr 18, 2018 | — u.S. Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20009299 |
Jan 18, 2018 Spouse | Feb 9, 2018 | — los angeles, Ca, W util Pwr $1,000,000 | Sell | — | — | Spouse/DC Over | 20008920 |
Dec 29, 2017 Spouse | Jan 12, 2018 | — Metropolitan WTR Dist S C WTR util | Buy | — | — | $250,001 – $500,000 | 20008718 |
Dec 28, 2017 Spouse | Feb 9, 2018 | — East Bay Muni util Dist, Ca | Buy | — | — | $500,001 – $1,000,000 | 20008920 |
Dec 28, 2017 Spouse | Jan 12, 2018 | — Orange Ca WTR CO WTR COPS $1,000,000 | Buy | — | — | Spouse/DC Over | 20008718 |
Dec 27, 2017 Member | Jan 12, 2018 | — San Diego Ca Trans Rev lTX | Buy | — | — | $250,001 – $500,000 | 20008718 |
Dec 27, 2017 Spouse | Jan 12, 2018 | — Monterey Peninsula WTR COPS | Buy | — | — | $500,001 – $1,000,000 | 20008718 |
Dec 22, 2017 Spouse | Jan 12, 2018 | — u.S. Treasury Bills $1,000,000 | Buy | — | — | Spouse/DC Over | 20008718 |
Nov 30, 2017 Spouse | Jan 12, 2018 | — u.S. Treasury Bills | Buy | — | — | $500,001 – $1,000,000 | 20008718 |
Nov 29, 2017 Spouse | Jan 12, 2018 | — Bay area Toll RV Toll Tran $1,000,000 | Buy | — | — | Spouse/DC Over | 20008718 |
Nov 28, 2017 Member | Jan 12, 2018 | — Orange Ca WTR CO WTR COPS | Buy | — | — | $250,001 – $500,000 | 20008718 |
Nov 28, 2017 Member | Jan 12, 2018 | — Bay area Toll RV Toll Tran | Buy | — | — | $250,001 – $500,000 | 20008718 |
Sep 15, 2017 Spouse | Oct 11, 2017 | — Manufacturers Drive LLC | Buy | — | — | $250,001 – $500,000 | 20008187 Owns commercial real estate for rent initial Public offeringS Yes No certification anD Signature |
Jul 1, 2017 Member | Aug 10, 2017 | — los angeles unified Sch Dist Bonds | Sell | — | — | $250,001 – $500,000 | 20007764 |
Jul 1, 2017 Member | Aug 10, 2017 | — Hillsborough County Sch. Bonds | Sell | — | — | $250,001 – $500,000 | 20007764 |
Jun 1, 2017 Member | Jul 13, 2017 | — Virginia State Bonds | Sell | — | — | $250,001 – $500,000 | 20007591 |
May 25, 2017 Spouse | Jun 17, 2017 | — Eastern CA MU | Sell | — | — | $500,001 – $1,000,000 | 20007467 |
May 11, 2017 Spouse | Jun 17, 2017 | — Orange, CA Wtr Co. | Buy | — | — | $250,001 – $500,000 | 20007467 |
May 3, 2017 Spouse | Jun 17, 2017 | — Sacramento, CA $1,000,000 | Buy | — | — | Spouse/DC Over | 20007467 |
May 3, 2017 Spouse | Jun 17, 2017 | — Los Angeles, CA, W Util Pwr | Buy | — | — | $500,001 – $1,000,000 | 20007467 |
Apr 27, 2017 Spouse | May 15, 2017 | — San Diego, Ca, TRa | Buy | — | — | $100,001 – $250,000 | 20007288 |
Apr 26, 2017 Spouse | May 15, 2017 | — San Diego, Ca, TRa | Buy | — | — | $500,001 – $1,000,000 | 20007288 |
Apr 24, 2017 Spouse | May 15, 2017 | — Met. Water District, Ca. | Buy | — | — | $500,001 – $1,000,000 | 20007288 |
Apr 24, 2017 Spouse | May 15, 2017 | — los angeles, Ca, W util Pwr $1,000,000 | Buy | — | — | Spouse/DC Over | 20007288 |
Apr 24, 2017 Spouse | May 15, 2017 | — los angeles Ca, W util Pwr $1,000,000 | Buy | — | — | Spouse/DC Over | 20007288 |
Apr 21, 2017 Spouse | May 15, 2017 | — Eastern Ca Mu $1,000,000 | Buy | — | — | Spouse/DC Over | 20007288 |
Apr 21, 2017 Spouse | May 15, 2017 | — Calleguas ETC Ca | Buy | — | — | $500,001 – $1,000,000 | 20007288 |
Apr 20, 2017 Spouse | May 15, 2017 | — Ca State School Building $1,000,000 | Buy | — | — | Spouse/DC Over | 20007288 |
Apr 20, 2017 Spouse | May 15, 2017 | — u.S. Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20007288 |
Apr 20, 2017 Spouse | May 15, 2017 | — Santa Clara Valley Ca $1,000,000 | Buy | — | — | Spouse/DC Over | 20007288 |
Apr 19, 2017 Member | May 15, 2017 | — los angeles Cty, Ca Mt | Buy | — | — | $100,001 – $250,000 | 20007288 |
Apr 18, 2017 Member | May 15, 2017 | — Ca State Dept. Water Resources | Buy | — | — | $250,001 – $500,000 | 20007288 |
Apr 5, 2017 Spouse | May 15, 2017 | — u.S. Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20007288 |
Apr 1, 2017 Member | May 15, 2017 | — Santa Clara Valley Var Bonds | Sell | — | — | $250,001 – $500,000 | 20007288 |
Mar 23, 2017 Spouse | Apr 24, 2017 | — u.S. Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20007058 |
Mar 23, 2017 Spouse | Apr 24, 2017 | — u.S. Treasury Bills $1,000,000 | Buy | — | — | Spouse/DC Over | 20007058 |
Feb 23, 2017 Spouse | Mar 20, 2017 | — u.S. Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20006926 |
Feb 23, 2017 Spouse | Mar 20, 2017 | — u.S. Treasury Bills $1,000,000 | Buy | — | — | Spouse/DC Over | 20006926 |
Jan 26, 2017 Spouse | Feb 22, 2017 | — u.S. Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20006732 |
Jan 26, 2017 Spouse | Feb 22, 2017 | — u.S. Treasury Bills $1,000,000 | Buy | — | — | Spouse/DC Over | 20006732 |
Dec 29, 2016 Spouse | Jan 4, 2017 | — u.S. Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20006475 |
Dec 29, 2016 Spouse | Jan 4, 2017 | — u.S. Treasury Bills $1,000,000 | Buy | — | — | Spouse/DC Over | 20006475 |
Dec 7, 2016 Member | Jun 17, 2017 | — Winward Academy LLC | Buy | — | — | $15,001 – $50,000 | 20007467 Online educational tutoring initial Public offeringS Yes No certification anD Signature |
Dec 2, 2016 Spouse | Jan 4, 2017 | — u.S. Treasury Bills $1,000,000 | Buy | — | — | Spouse/DC Over | 20006475 |
Oct 6, 2016 Spouse | Nov 11, 2016 | — u.S. Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20006169 |
Aug 1, 2016 Member | Sep 14, 2016 | — 2000020603 SP u.S. Treasury Bills $1,000,000 | Buy | — | — | Spouse/DC Over | 20005873 |
Aug 1, 2016 Member | Sep 14, 2016 | — 2000020602 San Ramon Valley, CA Bonds | Sell | — | — | $250,001 – $500,000 | 20005873 |
Aug 1, 2016 Spouse | Sep 12, 2016 | — u.S. Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20005858 |
Aug 1, 2016 Member | Sep 12, 2016 | — San Ramon Valley, Ca Bonds | Sell | — | — | $250,001 – $500,000 | 20005858 |
Jul 15, 2016 Member | Aug 10, 2016 | — university of Neb. Facilities Bonds | Sell | — | — | $1,000,001 – $5,000,000 | 20005695 |
Jul 11, 2016 Spouse | Aug 10, 2016 | — u.S. Treasury Bills $1,000,000 | Buy | — | — | Spouse/DC Over | 20005695 |
Jul 1, 2016 Member | Aug 10, 2016 | — Puerto Rico Commonwealth Bonds | Sell | — | — | $100,001 – $250,000 | 20005695 |
Jun 30, 2016 Spouse | Jul 23, 2016 | — u.S. Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20005542 |
May 6, 2016 Spouse | Jun 14, 2016 | — u.S. Treasury Bills $1,000,000 | Buy | — | — | Spouse/DC Over | 20005319 |
May 1, 2016 Member | Jun 14, 2016 | — San Francisco Ca Rev. Bonds | Sell | — | — | $100,001 – $250,000 | 20005319 |
Apr 29, 2016 Spouse | May 13, 2016 | — aT MlP Fund llC $1,000,000 | Sell | — | — | Spouse/DC over | 20005066 Pooled Investment Fund |
Apr 1, 2016 Member | May 13, 2016 | — Kenosha Wis.unified Sch. Dist. Bonds | Sell | — | — | $500,001 – $1,000,000 | 20005066 |
Feb 18, 2016 Spouse | Mar 18, 2016 | — u.S. Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20004744 |
Jan 21, 2016 Spouse | Feb 10, 2016 | — u.S. Treasury Bills $1,000,000 | Buy | — | — | Spouse/DC Over | 20004514 |
Jan 14, 2016 Member | Feb 10, 2016 | — u.S. Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20004514 |
Jan 14, 2016 Spouse | Feb 10, 2016 | — u.S. Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20004514 |
Jan 7, 2016 Member | Feb 10, 2016 | — u.S. Treasury Bills | Sell | — | — | $500,001 – $1,000,000 | 20004514 |
Jan 7, 2016 Spouse | Feb 10, 2016 | — u.S. Treasury Bills $1,000,000 | Sell | — | — | Spouse/DC Over | 20004514 |
Dec 15, 2015 Spouse | Jan 22, 2016 | — u.S. Treasury Bills $1,000,000 | Buy | — | — | Spouse/DC Over | 20004433 |
Dec 15, 2015 Member | Jan 22, 2016 | — u.S. Treasury Bills | Buy | — | — | $1,000,001 – $5,000,000 | 20004433 |
Sep 2, 2015 Spouse | Sep 12, 2015 | QCOM QUALCOMM Incorporated | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | QCOM QUALCOMM Incorporated | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | PRU Prudential Financial, Inc. | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | PRU Prudential Financial, Inc. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | PX Praxair, Inc. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | PX Praxair, Inc. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | PEP PepsiCo, Inc. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | PEP PepsiCo, Inc. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | ORCL Oracle Corporation | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | AMZN Amazon.com, Inc. | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | ORCL Oracle Corporation | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | OMC Omnicom Group Inc. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | OMC Omnicom Group Inc. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | NEE NextEra Energy, Inc. | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | NEE NextEra Energy, Inc. | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | MSFT Microsoft Corporation | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | MSFT Microsoft Corporation | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | AMZN Amazon.com, Inc. | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | MRK Merck & Company, Inc. Common Stock (new) | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | MRK Merck & Company, Inc. Common Stock (new) | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | MDT Medtronic plc. Ordinary Shares | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | MDT Medtronic plc. Ordinary Shares | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | M Macy's Inc | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | M Macy's Inc | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | JPM JP Morgan Chase & Co. | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | JPM JP Morgan Chase & Co. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | ADS alliance Data Systems Corporation | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | JNJ Johnson & Johnson | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | JNJ Johnson & Johnson | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | HD Home Depot, Inc. (The) | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | HD Home Depot, Inc. (The) | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | GOOG Alphabet Inc. Class C Capital Stock | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | GOOG Alphabet Inc. Class C Capital Stock | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | GE GE Aerospace | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | GE GE Aerospace | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | FISV Fiserv, Inc. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | FISV Fiserv, Inc. | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | ADS alliance Data Systems Corporation | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | FIS Fidelity National Information Services, Inc. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | FIS Fidelity National Information Services, Inc. | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | ESRX Express Scripts Holding Company | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | ESRX Express Scripts Holding Company | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | EQT EQT Corporation | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | EQT EQT Corporation | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | EOG EOG Resources, Inc. | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | EOG EOG Resources, Inc. | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | EMC EMC Corporation | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | EMC EMC Corporation | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | DG Dollar General Corporation | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | DG Dollar General Corporation | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | DHR Danaher Corporation | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | DHR Danaher Corporation | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | CVS CVS Health Corporation | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | CVS CVS Health Corporation | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | AGN allergan plc Ordinary Shares | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | CMCSA Comcast Corporation Class A | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | CMCSA Comcast Corporation Class A | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | CL Colgate-Palmolive Company | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | CL Colgate-Palmolive Company | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | CTXS Citrix Systems, Inc. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | CTXS Citrix Systems, Inc. | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | C Citigroup, Inc. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | C Citigroup, Inc. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | CSCO Cisco Systems, Inc. Common Stock (DE) | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | CSCO Cisco Systems, Inc. Common Stock (DE) | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | AGN allergan plc Ordinary Shares | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | COF Capital One Financial Corporation | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | COF Capital One Financial Corporation | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | BA Boeing Company (The) | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | BA Boeing Company (The) | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | BLK BlackRock, Inc. | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | BLK BlackRock, Inc. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | BAC Bank of America Corporation | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | BAC Bank of America Corporation | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | AET aetna Inc. | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | ADP Automatic Data Processing, Inc. | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | ADP Automatic Data Processing, Inc. | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | AAPL Apple Inc. | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | AAPL Apple Inc. | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | WMB Williams Companies, Inc. (The) | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | WMB Williams Companies, Inc. (The) | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | WFC Wells Fargo & Company | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | WFC Wells Fargo & Company | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | APC ARKO Petroleum Corp. Class A | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | DIS Walt Disney Company (The) | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | DIS Walt Disney Company (The) | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | V Visa Inc. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | V Visa Inc. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | VZ Verizon Communications Inc. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | VZ Verizon Communications Inc. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | VFC V.F. Corporation | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | APC ARKO Petroleum Corp. Class A | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | VFC V.F. Corporation | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | UNH UnitedHealth Group Incorporated Common Stock (DE) | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | UNH UnitedHealth Group Incorporated Common Stock (DE) | Sell | — | — | $100,001 – $250,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | UTX united Technologies Corporation | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | UTX united Technologies Corporation | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | UNP Union Pacific Corporation | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | UNP Union Pacific Corporation | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | USB U.S. Bancorp | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | USB U.S. Bancorp | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | AXP American Express Company | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | TYC Tyco International plc | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | TYC Tyco International plc | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | TJX TJX Companies, Inc. (The) | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | TJX TJX Companies, Inc. (The) | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | TMO Thermo Fisher Scientific Inc | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | TMO Thermo Fisher Scientific Inc | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | SYK Stryker Corporation | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | SYK Stryker Corporation | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | AXP American Express Company | Sell | — | — | $15,001 – $50,000 | 20003741 |
Sep 2, 2015 Spouse | Sep 12, 2015 | AET aetna Inc. | Sell | — | — | $50,001 – $100,000 | 20003741 |
Sep 1, 2015 Member | Oct 14, 2015 | — Minnesota Public Facilities Bonds | Sell | — | — | $250,001 – $500,000 | 20003941 |
Sep 1, 2015 Member | Oct 14, 2015 | — Massachusetts State Bonds | Sell | — | — | $500,001 – $1,000,000 | 20003941 |
Sep 1, 2015 Member | Oct 14, 2015 | — East Bay Calif Regl. Bonds | Sell | — | — | $250,001 – $500,000 | 20003941 |
Aug 27, 2015 Spouse | Sep 12, 2015 | NEE NextEra Energy, Inc. | Buy | — | — | $15,001 – $50,000 | 20003741 |
Aug 27, 2015 Spouse | Sep 12, 2015 | AGN allergan plc Ordinary Shares | Buy | — | — | $15,001 – $50,000 | 20003741 |
Aug 27, 2015 Spouse | Sep 12, 2015 | UNH UnitedHealth Group Incorporated Common Stock (DE) | Sell | — | — | $15,001 – $50,000 | 20003741 |
Aug 27, 2015 Spouse | Sep 12, 2015 | TJX TJX Companies, Inc. (The) | Sell | — | — | $15,001 – $50,000 | 20003741 |
Aug 17, 2015 Spouse | Sep 12, 2015 | NEE NextEra Energy, Inc. | Buy | — | — | $15,001 – $50,000 | 20003741 |
Aug 17, 2015 Spouse | Sep 12, 2015 | NEE NextEra Energy, Inc. | Buy | — | — | $15,001 – $50,000 | 20003741 |
Aug 17, 2015 Spouse | Sep 12, 2015 | DIS Walt Disney Company (The) | Sell | — | — | $15,001 – $50,000 | 20003741 |
Aug 17, 2015 Spouse | Sep 12, 2015 | DIS Walt Disney Company (The) | Sell | — | — | $15,001 – $50,000 | 20003741 |
Aug 5, 2015 Spouse | Sep 12, 2015 | ESRX Express Scripts Holding Company | Sell | — | — | $15,001 – $50,000 | 20003741 |
Aug 5, 2015 Spouse | Sep 12, 2015 | ESRX Express Scripts Holding Company | Sell | — | — | $15,001 – $50,000 | 20003741 |
Aug 5, 2015 Spouse | Sep 12, 2015 | ADP Automatic Data Processing, Inc. | Buy | — | — | $15,001 – $50,000 | 20003741 |
Aug 5, 2015 Spouse | Sep 12, 2015 | ADP Automatic Data Processing, Inc. | Buy | — | — | $15,001 – $50,000 | 20003741 |
Aug 3, 2015 Spouse | Sep 12, 2015 | MRO Marathon Oil Corporation | Sell | — | — | $15,001 – $50,000 | 20003741 |
Aug 3, 2015 Spouse | Sep 12, 2015 | MRO Marathon Oil Corporation | Sell | — | — | $15,001 – $50,000 | 20003741 |
Aug 3, 2015 Spouse | Sep 12, 2015 | EOG EOG Resources, Inc. | Buy | — | — | $15,001 – $50,000 | 20003741 |
Aug 3, 2015 Spouse | Sep 12, 2015 | EOG EOG Resources, Inc. | Buy | — | — | $1,001 – $15,000 | 20003741 |
Aug 3, 2015 Spouse | Sep 12, 2015 | APC ARKO Petroleum Corp. Class A | Buy | — | — | $1,001 – $15,000 | 20003741 |
Aug 3, 2015 Spouse | Sep 12, 2015 | APC ARKO Petroleum Corp. Class A | Buy | — | — | $15,001 – $50,000 | 20003741 |
Aug 1, 2015 Member | Sep 12, 2015 | — Pajaro Valley Ca Bonds | Sell | — | — | $250,001 – $500,000 | 20003741 |
Aug 1, 2015 Member | Sep 12, 2015 | — Virginia Public Sch. Bonds | Sell | — | — | $250,001 – $500,000 | 20003741 |
Aug 1, 2015 Member | Sep 12, 2015 | — Riverside Ca Bonds | Sell | — | — | $250,001 – $500,000 | 20003741 |
Jul 31, 2015 Spouse | Aug 16, 2015 | — Madison adams Investments, llC | Buy | — | — | $1,001 – $15,000 | 20003617 |
Jul 17, 2015 Spouse | Aug 16, 2015 | TMO Thermo Fisher Scientific Inc | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 17, 2015 Spouse | Aug 16, 2015 | TMO Thermo Fisher Scientific Inc | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 17, 2015 Spouse | Aug 16, 2015 | BAC Bank of America Corporation | Sell | — | — | $15,001 – $50,000 | 20003617 |
Jul 17, 2015 Spouse | Aug 16, 2015 | BAC Bank of America Corporation | Sell | — | — | $15,001 – $50,000 | 20003617 |
Jul 15, 2015 Member | Aug 16, 2015 | TLSRP Telos Corporation Preferred Stock | Sell | — | — | $500,001 – $1,000,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | USB U.S. Bancorp | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | USB U.S. Bancorp | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | TYC Tyco International plc | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | TYC Tyco International plc | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | TJX TJX Companies, Inc. (The) | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | TJX TJX Companies, Inc. (The) | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | SYK Stryker Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | AXP American Express Company | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | SYK Stryker Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | QCOM QUALCOMM Incorporated | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | QCOM QUALCOMM Incorporated | Buy | — | — | $1,001 – $15,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | PRU Prudential Financial, Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | PRU Prudential Financial, Inc. | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | PX Praxair, Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | PX Praxair, Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | PEP PepsiCo, Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | PEP PepsiCo, Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | AMZN Amazon.com, Inc. | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | ORCL Oracle Corporation | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | ORCL Oracle Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | OMC Omnicom Group Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | OMC Omnicom Group Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | MSFT Microsoft Corporation | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | MSFT Microsoft Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | MRK Merck & Company, Inc. Common Stock (new) | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | MRK Merck & Company, Inc. Common Stock (new) | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | MDT Medtronic plc. Ordinary Shares | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | MDT Medtronic plc. Ordinary Shares | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | AMZN Amazon.com, Inc. | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | MRO Marathon Oil Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | MRO Marathon Oil Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | M Macy's Inc | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | M Macy's Inc | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | JPM JP Morgan Chase & Co. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | JPM JP Morgan Chase & Co. | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | JNJ Johnson & Johnson | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | JNJ Johnson & Johnson | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | HD Home Depot, Inc. (The) | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | ADS alliance Data Systems Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | HD Home Depot, Inc. (The) | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | GOOG Alphabet Inc. Class C Capital Stock | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | GOOG Alphabet Inc. Class C Capital Stock | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | GE GE Aerospace | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | GE GE Aerospace | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | FISV Fiserv, Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | FISV Fiserv, Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | FIS Fidelity National Information Services, Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | FIS Fidelity National Information Services, Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | ESRX Express Scripts Holding Company | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | ADS alliance Data Systems Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | ESRX Express Scripts Holding Company | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | EQT EQT Corporation | Buy | — | — | $1,001 – $15,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | EQT EQT Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | EOG EOG Resources, Inc. | Buy | — | — | $1,001 – $15,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | EOG EOG Resources, Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | EMC EMC Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | EMC EMC Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | DG Dollar General Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | DG Dollar General Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | DHR Danaher Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | AGN allergan plc Ordinary Shares | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | DHR Danaher Corporation | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | CVS CVS Health Corporation | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | CVS CVS Health Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | CMCSA Comcast Corporation Class A | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | CMCSA Comcast Corporation Class A | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | CL Colgate-Palmolive Company | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | CL Colgate-Palmolive Company | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | CTXS Citrix Systems, Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | CTXS Citrix Systems, Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | C Citigroup, Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | AGN allergan plc Ordinary Shares | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | C Citigroup, Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | COF Capital One Financial Corporation | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | COF Capital One Financial Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | BA Boeing Company (The) | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | BA Boeing Company (The) | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | BLK BlackRock, Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | BLK BlackRock, Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | AET aetna Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | BAC Bank of America Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | BAC Bank of America Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | ADP Automatic Data Processing, Inc. | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | ADP Automatic Data Processing, Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | AAPL Apple Inc. | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | AAPL Apple Inc. | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | APC ARKO Petroleum Corp. Class A | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | WMB Williams Companies, Inc. (The) | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | WMB Williams Companies, Inc. (The) | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | WFC Wells Fargo & Company | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | WFC Wells Fargo & Company | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | DIS Walt Disney Company (The) | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | DIS Walt Disney Company (The) | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | V Visa Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | V Visa Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | APC ARKO Petroleum Corp. Class A | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | VZ Verizon Communications Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | VZ Verizon Communications Inc. | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | VFC V.F. Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | VFC V.F. Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | UNH UnitedHealth Group Incorporated Common Stock (DE) | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | UNH UnitedHealth Group Incorporated Common Stock (DE) | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | UTX united Technologies Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | UTX united Technologies Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | UNP Union Pacific Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | UNP Union Pacific Corporation | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | AXP American Express Company | Buy | — | — | $15,001 – $50,000 | 20003617 |
Jul 10, 2015 Spouse | Aug 16, 2015 | AET aetna Inc. | Buy | — | — | $50,001 – $100,000 | 20003617 |
Jul 1, 2015 Member | Aug 16, 2015 | — Sequoia Ca Bonds | Sell | — | — | $500,001 – $1,000,000 | 20003617 |
Jun 29, 2015 Spouse | Jul 28, 2015 | EOG EOG Resources, Inc. | Buy | — | — | $1,001 – $15,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | VFC V.F. Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | UNH UnitedHealth Group Incorporated Common Stock (DE) | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | UTX united Technologies Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | UNP Union Pacific Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | USB U.S. Bancorp | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | AXP American Express Company | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | TYC Tyco International plc | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | TJX TJX Companies, Inc. (The) | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | SYK Stryker Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | QCOM QUALCOMM Incorporated | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | PRU Prudential Financial, Inc. | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | AMZN Amazon.com, Inc. | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | PX Praxair, Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | PEP PepsiCo, Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | ORCL Oracle Corporation | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | OMC Omnicom Group Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | MSFT Microsoft Corporation | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | MRK Merck & Company, Inc. Common Stock (new) | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | MDT Medtronic plc. Ordinary Shares | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | MRO Marathon Oil Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | M Macy's Inc | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | JPM JP Morgan Chase & Co. | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | JNJ Johnson & Johnson | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | HD Home Depot, Inc. (The) | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | GOOG Alphabet Inc. Class C Capital Stock | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | GE GE Aerospace | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | FISV Fiserv, Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | ADS alliance Data Systems Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | FIS Fidelity National Information Services, Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | ESRX Express Scripts Holding Company | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | EQT EQT Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | EMC EMC Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | DG Dollar General Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | AGN allergan plc Ordinary Shares | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | DHR Danaher Corporation | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | CVS CVS Health Corporation | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | CMCSA Comcast Corporation Class A | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | CL Colgate-Palmolive Company | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | CTXS Citrix Systems, Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | C Citigroup, Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | COF Capital One Financial Corporation | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | BA Boeing Company (The) | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | BLK BlackRock, Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | BAC Bank of America Corporation | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | ADP Automatic Data Processing, Inc. | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | AAPL Apple Inc. | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | APC ARKO Petroleum Corp. Class A | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | WMB Williams Companies, Inc. (The) | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | WFC Wells Fargo & Company | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | DIS Walt Disney Company (The) | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Member | Jul 28, 2015 | V Visa Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | VZ Verizon Communications Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 26, 2015 Spouse | Jul 28, 2015 | AET aetna Inc. | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | VFC V.F. Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | UNH UnitedHealth Group Incorporated Common Stock (DE) | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | UTX united Technologies Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | UNP Union Pacific Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | USB U.S. Bancorp | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | TYC Tyco International plc | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | TJX TJX Companies, Inc. (The) | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | SYK Stryker Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | QCOM QUALCOMM Incorporated | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | PRU Prudential Financial, Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | PX Praxair, Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | PEP PepsiCo, Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | ORCL Oracle Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | OMC Omnicom Group Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | MSFT Microsoft Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | AMZN Amazon.com, Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | MRK Merck & Company, Inc. Common Stock (new) | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | MDT Medtronic plc. Ordinary Shares | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | MRO Marathon Oil Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | M Macy's Inc | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | JPM JP Morgan Chase & Co. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | ADS alliance Data Systems Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | JNJ Johnson & Johnson | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | HD Home Depot, Inc. (The) | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | GOOG Alphabet Inc. Class C Capital Stock | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | GE GE Aerospace | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | FISV Fiserv, Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | FIS Fidelity National Information Services, Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | ESRX Express Scripts Holding Company | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | EQT EQT Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | EMC EMC Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | DG Dollar General Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | DHR Danaher Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | CVS CVS Health Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | CMCSA Comcast Corporation Class A | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | CL Colgate-Palmolive Company | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | CTXS Citrix Systems, Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | AGN allergan plc Ordinary Shares | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | C Citigroup, Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | CSCO Cisco Systems, Inc. Common Stock (DE) | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | COF Capital One Financial Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | BA Boeing Company (The) | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | AET aetna Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | BLK BlackRock, Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | BAC Bank of America Corporation | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | ADP Automatic Data Processing, Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | AAPL Apple Inc. | Buy | — | — | $50,001 – $100,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | APC ARKO Petroleum Corp. Class A | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | WMB Williams Companies, Inc. (The) | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | WFC Wells Fargo & Company | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | DIS Walt Disney Company (The) | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | V Visa Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | VZ Verizon Communications Inc. | Buy | — | — | $15,001 – $50,000 | 20003431 |
Jun 23, 2015 Spouse | Jul 28, 2015 | AXP American Express Company | Buy | — | — | $15,001 – $50,000 | 20003431 |
May 19, 2015 Spouse | Jun 11, 2015 | GVP gSE Systems, Inc. | Sell | — | — | $15,001 – $50,000 | 20003204 |
May 18, 2015 Spouse | Jun 11, 2015 | GVP gSE Systems, Inc. | Sell | — | — | $1,001 – $15,000 | 20003204 |
May 15, 2015 Spouse | Jun 11, 2015 | GVP gSE Systems, Inc. | Sell | — | — | $1,001 – $15,000 | 20003204 |
May 15, 2015 Member | Jun 11, 2015 | — university of Ca Rev. Bonds | Sell | — | — | $250,001 – $500,000 | 20003204 |
May 14, 2015 Spouse | Jun 11, 2015 | GVP gSE Systems, Inc. | Sell | — | — | $1,001 – $15,000 | 20003204 |
May 13, 2015 Spouse | Jun 11, 2015 | GVP gSE Systems, Inc. | Sell | — | — | $15,001 – $50,000 | 20003204 |
May 12, 2015 Spouse | Jun 11, 2015 | GVP gSE Systems, Inc. | Sell | — | — | $1,001 – $15,000 | 20003204 |
May 11, 2015 Spouse | Jun 11, 2015 | GVP gSE Systems, Inc. | Sell | — | — | $15,001 – $50,000 | 20003204 |
May 11, 2015 Spouse | Jun 11, 2015 | PMFG PMFg, Inc. $1,000,000 | Sell | — | — | Spouse/DC Over | 20003204 |
May 8, 2015 Spouse | Jun 11, 2015 | GVP gSE Systems, Inc. | Sell | — | — | $1,001 – $15,000 | 20003204 |
May 8, 2015 Spouse | Jun 11, 2015 | PMFG PMFg, Inc. $1,000,000 | Sell | — | — | Spouse/DC Over | 20003204 |
May 7, 2015 Spouse | Jun 11, 2015 | GVP gSE Systems, Inc. | Sell | — | — | $1,001 – $15,000 | 20003204 |
May 5, 2015 Spouse | Jun 11, 2015 | GVP gSE Systems, Inc. | Sell | — | — | $1,001 – $15,000 | 20003204 |
May 1, 2015 Member | Jun 11, 2015 | — San Diego County, Ca Bonds | Sell | — | — | $100,001 – $250,000 | 20003204 |
Apr 1, 2015 Member | May 12, 2015 | — Santa Clara Valley Var Bonds | Sell | — | — | $100,001 – $250,000 | 20003064 |
Mar 3, 2015 Spouse | Apr 14, 2015 | INRD Inrad Optics, Inc. | Sell | — | — | $100,001 – $250,000 | 20002836 |
Jan 30, 2015 Spouse | Feb 12, 2015 | APAGF apco Oil and gas International Inc. Ordinary Shares $1,000,000 | Sell | — | — | Spouse/DC Over | 20002520 |
Jan 29, 2015 Spouse | Feb 12, 2015 | EEI Ecology and Environment, Inc. - Class a | Sell | — | — | $15,001 – $50,000 | 20002520 |
Jan 28, 2015 Member | Feb 12, 2015 | PMFG PMFg, Inc. $1,000,000 | Sell | — | — | $15,001 – $50,000 | 20002520 |
Jan 28, 2015 Spouse | Feb 12, 2015 | PMFG PMFg, Inc. $1,000,000 | Sell | — | — | $15,001 – $50,000 | 20002520 |
Jan 28, 2015 Spouse | Feb 12, 2015 | EEI Ecology and Environment, Inc. - Class a | Sell | — | — | $15,001 – $50,000 | 20002520 |
Jan 27, 2015 Spouse | Feb 12, 2015 | EEI Ecology and Environment, Inc. - Class a | Sell | — | — | $15,001 – $50,000 | 20002520 |
Dec 31, 2014 Member | Jan 12, 2015 | — Henderson Enterprises Inc. $1,000,000 | Sell | — | — | Spouse/DC over | 20002353 Manufacturing Company |
Dec 1, 2014 Member | Jan 12, 2015 | — Sacramento County Ca Bonds | Sell | — | — | $250,001 – $500,000 | 20002353 |
Nov 4, 2014 Member | Dec 18, 2014 | — Essex County Bonds | Sell | — | — | $500,001 – $1,000,000 | 20002212 |
Aug 15, 2014 Member | Sep 14, 2014 | — university of Texas Bonds | Sell | — | — | $1,000,001 – $5,000,000 | 20001643 |
Aug 13, 2014 Member | Sep 14, 2014 | ATMP Barclays ETN Plus Select MlP | Sell | — | — | $1,001 – $15,000 | 20001643 Maturity Date 3/18/2043 |
Aug 13, 2014 Member | Sep 14, 2014 | ATMP Barclays ETN Plus Select MlP | Sell | — | — | $1,001 – $15,000 | 20001643 Maturity Date 3/18/2043 |
Aug 13, 2014 Member | Sep 14, 2014 | ATMP Barclays ETN Plus Select MlP | Sell | — | — | $50,001 – $100,000 | 20001643 Maturity Date 3/18/2043 |
Aug 1, 2014 Member | Sep 14, 2014 | — Huntington Beach, Ca Bonds | Sell | — | — | $500,001 – $1,000,000 | 20001643 |
Aug 1, 2014 Member | Sep 14, 2014 | — Columbia County, Wis. Bonds | Sell | — | — | $1,000,001 – $5,000,000 | 20001643 |
Jul 1, 2014 Member | Aug 14, 2014 | — San Francisco Ca Rev. Bonds | Sell | — | — | $500,001 – $1,000,000 | 20001523 |
Jul 1, 2014 Member | Aug 14, 2014 | — los angeles unified Sch Dist Bonds | Sell | — | — | $500,001 – $1,000,000 | 20001523 |
Jul 1, 2014 Member | Aug 14, 2014 | — los angeles County Met Trans Bonds | Sell | — | — | $500,001 – $1,000,000 | 20001523 |
Jul 1, 2014 Member | Aug 14, 2014 | — los angeles Ca Waste Water Bonds | Sell | — | — | $500,001 – $1,000,000 | 20001523 |
Jun 30, 2014 Spouse | Jul 16, 2014 | — Eastern Co. (fn 1) | Receive | — | — | $1,001 – $15,000 | 8216020 Eastern Co. (fn 1) |
Jun 11, 2014 Member | Jul 16, 2014 | — Ecology & Env. Inc | Receive | — | — | $1,001 – $15,000 | 8216020 Ecology & Env. Inc |
Jun 10, 2014 Member | Jul 16, 2014 | — Ecology & Env Inc | Receive | — | — | $1,001 – $15,000 | 8216020 Ecology & Env Inc |
Jun 9, 2014 Member | Aug 12, 2014 | ATMP Barclays ETN Plus Select MlP | Buy | — | — | $1,001 – $15,000 | 20001511 |
Jun 5, 2014 Member | Aug 12, 2014 | ATMP Barclays ETN Plus Select MlP | Buy | — | — | $50,001 – $100,000 | 20001511 |
May 1, 2014 Member | Jun 12, 2014 | — APCO Oil & Gas | Receive | — | — | $1,001 – $15,000 | 8215710 APCO Oil & Gas |
Apr 16, 2014 Spouse | May 14, 2014 | — LAPCO Oil & Gas Int'l | Receive | — | — | $1,001 – $15,000 | 8215250 LAPCO Oil & Gas Int'l |
Apr 9, 2014 Spouse | May 14, 2014 | — APCO Oil & Gas Int'l | Receive | — | — | $50,001 – $100,000 | 8215250 APCO Oil & Gas Int'l |
Apr 7, 2014 Spouse | May 14, 2014 | — APCO Oil & Gas Int'l | Receive | — | — | $50,001 – $100,000 | 8215250 APCO Oil & Gas Int'l |
Mar 31, 2014 Spouse | Apr 29, 2014 | — PMFG, Inc | Receive | — | — | $1,001 – $15,000 | 8214613 PMFG, Inc |
Mar 24, 2014 Member | Apr 29, 2014 | — PMFG, Inc | Receive | — | — | $1,001 – $15,000 | 8214613 PMFG, Inc |
Feb 4, 2014 Spouse | Mar 14, 2014 | — IPMFG | Receive | — | — | $1,001 – $15,000 | 9105144 IPMFG |
Jan 27, 2014 Spouse | Feb 26, 2014 | — PMFG, Inc | Receive | — | — | $1,001 – $15,000 | 8214150 PMFG, Inc |
Mar 15, 2013 Member | Aug 12, 2014 | ATMP Barclays ETN Plus Select MlP | Buy | — | — | $1,001 – $15,000 | 20001511 |
Mar 15, 2013 Member | Aug 12, 2014 | ATMP Barclays ETN Plus Select MlP | Buy | — | — | $1,001 – $15,000 | 20001511 |
Mar 15, 2013 Member | Aug 12, 2014 | ATMP Barclays ETN Plus Select MlP | Buy | — | — | $1,001 – $15,000 | 20001511 |
Mar 15, 2013 Member | Aug 12, 2014 | MLPN Credit Suisse Equal Weight MlP Index ETN due april 20, 2020 linked to the Cushing 30 MlP Index | Sell | — | — | $1,001 – $15,000 | 20001511 |
Mar 12, 2013 Member | Aug 12, 2014 | ATMP Barclays ETN Plus Select MlP | Buy | — | — | $1,001 – $15,000 | 20001511 |
Feb 19, 2013 Member | Aug 12, 2014 | MLPN Credit Suisse Equal Weight MlP Index ETN due april 20, 2020 linked to the Cushing 30 MlP Index | Buy | — | — | $1,001 – $15,000 | 20001511 |
Feb 19, 2013 Member | Aug 12, 2014 | MLPN Credit Suisse Equal Weight MlP Index ETN due april 20, 2020 linked to the Cushing 30 MlP Index | Buy | — | — | $1,001 – $15,000 | 20001511 |
Feb 13, 2013 Member | Aug 12, 2014 | MLPN Credit Suisse Equal Weight MlP Index ETN due april 20, 2020 linked to the Cushing 30 MlP Index | Buy | — | — | $1,001 – $15,000 | 20001511 |
Feb 13, 2013 Member | Aug 12, 2014 | MLPN Credit Suisse Equal Weight MlP Index ETN due april 20, 2020 linked to the Cushing 30 MlP Index | Buy | — | — | $1,001 – $15,000 | 20001511 |