InsiderPulse
Virginia· In office since 2015 (11 yrs)· District 8
No committee assignments on record
Total Trades
232
5 YTD
Purchases
127
5 YTD
Sales
101
0 YTD
Est. Volume
~$19.1M
| Ticker | Company | Trade Date | Filed | Type | Amount | Filing |
|---|---|---|---|---|---|---|
| — | T Type DateNotification Date AmountCap. JTArlington Cnty VA 5.00% 7/01/35 | 2026-02-19 | 2026-03-01 | Purchase | $15,001 - $50,000 | View ↗ |
| — | University Wash Univ 4.00% 12/01/33 | 2026-01-29 | 2026-01-31 | Purchase | $15,001 - $50,000 | View ↗ |
| — | T Type DateNotification Date AmountCap. JTMadison Conn Go Bd 3.5% 12/18/25 | 2026-01-20 | 2026-01-31 | Purchase | $50,001 - $100,000 | View ↗ |
| — | Virginia St Pub Bldg 4.00% 08/01/36 | 2026-01-15 | 2026-01-31 | Purchase | $50,001 - $100,000 | View ↗ |
| — | Ohio St Gen Oblig 5.00% 11/01/34 | 2026-01-07 | 2026-01-31 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Madison Conn GO BD 3.5% 12/18/25 | 2025-12-18 | 2026-01-02 | Sale (Full) | $50,001 - $100,000 | View ↗ |
| — | T Type DateNotification Date AmountCap. JTKing CNTY Wash Ltd 4.00% 12/1/32 | 2025-12-18 | 2026-01-02 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| — | St John Baptist Parish Var 06/01/37 | 2025-10-23 | 2025-11-02 | Purchase | $50,001 - $100,000 | View ↗ |
| — | T Type DateNotification Date AmountCap. JTConnecticut St SPL Tax 5.00% 01/01/37 | 2025-10-22 | 2025-11-02 | Purchase | $15,001 - $50,000 | View ↗ |
| — | King Cnty Wash 4.00% 12/01/32 [GS]P10/31/202511/02/2025$15,001 - JTNorth Allegheny PA Sch 5.00% 05/01/2030 | 2025-10-14 | 2025-11-02 | Exchange | $15,001 - $50,000 | View ↗ |
| — | T Type DateNotification Date AmountCap. JTOklahoma Cnt OK Independent 3:00% 07/01/25 | 2025-07-01 | 2025-08-02 | Exchange | $15,001 - $50,000 | View ↗ |
| — | T Type DateNotification Date AmountCap. JTUniversity of Washington 4.00% 12/01/33 | 2025-04-08 | 2025-05-02 | Purchase | $15,001 - $50,000 | View ↗ |
| — | T Type DateNotification Date AmountCap. JTMaryland St Health Var 07/01/45 | 2025-02-12 | 2025-03-08 | Purchase | $50,001 - $100,000 | View ↗ |
| — | Oklahoma Cnty OK Indep 3.00% 07.01.25 | 2024-12-04 | 2025-01-06 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Duke Street LLC, 50% Interest [OI]S12/23/202412/26/2024$5,000,001 - JTOklahoma Cnty OK Indep 3.00% 07.01.25 | 2024-12-04 | 2025-01-06 | Purchase | $1,001 - $15,000 | View ↗ |
| — | T Type DateNotification Date AmountCap. JTDallas Tex Area Rapid 5.00% 12/01/25 | 2024-12-02 | 2025-01-06 | Exchange | $1,001 - $15,000 | View ↗ |
| — | Virginia State Housing Development 3.5% 07/01/30 | 2024-11-21 | 2024-12-07 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Oregon State Housing & Community Var 01/10/48 | 2024-11-14 | 2024-12-07 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Delaware Valley PA 4.00% 03/01/33 | 2024-10-29 | 2024-11-03 | Purchase | $15,001 - $50,000 | View ↗ |
| — | North Carolina TPK 4.00% 01/01/33 | 2024-10-28 | 2024-11-03 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Long Island Power Authority NY 5.00% 09/01/37 | 2024-10-24 | 2024-11-03 | Purchase | $15,001 - $50,000 | View ↗ |
| — | New Jersey State 5.00% 06/15/33 | 2024-10-18 | 2024-11-03 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Aiken Cnty SC Cons Sch 4.00% 04/01/37 | 2024-10-16 | 2024-11-03 | Purchase | $15,001 - $50,000 | View ↗ |
| — | North Las Vegas Nev 4.00% 06/01/36 | 2024-10-09 | 2024-11-03 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Clark Cnty Nev Sch 4.00% 06/15/37 | 2024-10-03 | 2024-11-03 | Purchase | $15,001 - $50,000 | View ↗ |
| — | District Columbia Go 5.00% 06/01/35 | 2024-10-02 | 2024-11-03 | Exchange | $15,001 - $50,000 | View ↗ |
| — | Jefferson Cnty KY 4.00% 09/01/36 | 2024-10-02 | 2024-11-03 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Garden of Eden LLC, 40% Interest | 2024-08-30 | 2024-09-04 | Sale (Full) | $5,000,001 - $25,000,000 | View ↗ |
| — | Wise Cnty VA V-A 1.875% 11-01-40 | 2024-05-31 | 2024-06-06 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| — | Putnam Cnty WVA Brd Ed 1.123% 05/01/24 | 2024-05-23 | 2024-06-06 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| — | Metropolitan Wash DC 5.00% 10/01/31 | 2024-05-02 | 2024-06-06 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Virginia St Hsg Dev 3.65% 04/01/33 | 2024-03-28 | 2024-03-31 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Wisconsin St Health & EDL 5.00% 09/15/30 | 2023-09-15 | 2023-10-01 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Union-Endicott NY Cent 3.75% 06/30/23 | 2023-06-30 | 2023-07-01 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | District Columbia Go 5.00% 06/01/35 | 2023-06-06 | 2023-07-01 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Virginia College Bldg 4.00% 02/01/33 | 2023-06-06 | 2023-07-01 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| — | New York ST MTG AGY 3.45% 10/01/33 | 2023-04-18 | 2023-04-29 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| — | Wisconsin St Health & EDL 5.00% 09/15/30 | 2023-03-16 | 2023-04-05 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Virginia College Bldg 4.375% 02/01/32 | 2023-02-01 | 2023-03-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| — | Clark Cnty Nev Limited 3.00% 06/01/37 | 2022-11-10 | 2022-12-01 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Union-Endicott NY Central School District | 2022-07-28 | 2022-07-29 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Farmington NM Pollutn Var 06/01/40 | 2022-06-02 | 2022-07-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| — | New York NY City Transitional Fin Auth | 2022-05-02 | 2022-06-01 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| — | California St GO BDS 4.25% 04/01/35 | 2022-04-11 | 2022-05-01 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| — | Halifax County VA Indl Dev Var 12/01/41 | 2022-04-07 | 2022-05-01 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| — | Virginia College Bldg 3.00% 02/01/37 [gS] | 2022-03-07 | 2022-04-01 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| DAIUF | Daifuku Co Ltd Ordinary Shares (DAIUF) | 2022-03-01 | 2022-04-01 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| FANUF | Fanuc Limited Ordinary Shares (FANUF) | 2022-03-01 | 2022-04-01 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2022-02-28 | 2022-03-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| ASML | ASML Holding N.V. - New York Registry Shares (ASML) | 2022-02-28 | 2022-03-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| BRK.B | Berkshire Hathaway Inc. New (BRK.B) | 2022-02-28 | 2022-03-03 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| CDNS | Cadence Design Systems, Inc. (CDNS) | 2022-02-28 | 2022-03-03 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| COST | Costco Wholesale Corporation (COST) | 2022-02-28 | 2022-03-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| CVS | CVS Health Corporation (CVS) | 2022-02-28 | 2022-03-03 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| EL | Estee Lauder Companies, Inc. (EL) | 2022-02-28 | 2022-03-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| FNV | Franco-Nevada Corporation (FNV) | 2022-02-28 | 2022-03-03 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | goldman Sachs group, Inc. (gS) | 2022-02-28 | 2022-03-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| NTLA | Intellia Therapeutics, Inc. (NTLA) | 2022-02-28 | 2022-03-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| IAU | iShares gold Trust Shares of the iShares gold Trust (IAU) | 2022-02-28 | 2022-03-03 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2022-02-28 | 2022-03-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| — | Regeneron Pharmaceuticals, Inc. (REgN) | 2022-02-28 | 2022-03-03 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ROP | Roper Technologies, Inc. (ROP) | 2022-02-28 | 2022-03-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| TRNO | Terreno Realty Corporation (TRNO) | 2022-02-28 | 2022-03-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| UNH | UnitedHealth group Incorporated Common Stock (UNH) | 2022-02-28 | 2022-03-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| VZ | Verizon Communications Inc. (VZ) | 2022-02-28 | 2022-03-03 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| SQ | Block, Inc. Class A Common Stock, (SQ) | 2022-02-10 | 2022-03-03 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Fontana Calif Univ Sch 3.00% 08/01/38 [gS] | 2022-02-08 | 2022-03-03 | Purchase | $15,001 - $50,000 | View ↗ |
| BRK.B | Berkshire Hathaway Inc. New (BRK.B) | 2022-02-03 | 2022-03-03 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2022-02-02 | 2022-03-03 | Purchase | $1,001 - $15,000 | View ↗ |
| COST | Costco Wholesale Corporation (COST) | 2022-01-31 | 2022-02-01 | Purchase | $1,001 - $15,000 | View ↗ |
| TRNO | Terreno Realty Corporation (TRNO) | 2022-01-31 | 2022-02-01 | Purchase | $1,001 - $15,000 | View ↗ |
| BRK.B | Berkshire Hathaway Inc. New (BRK.B) | 2022-01-28 | 2022-02-01 | Purchase | $1,001 - $15,000 | View ↗ |
| AXHE | iShares MSCI ACWI ex US Healthcare ETF (AXHE) | 2022-01-27 | 2022-02-01 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| AXTE | (AXTE) | 2022-01-27 | 2022-02-01 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| VZ | Verizon Communications Inc. (VZ) | 2022-01-27 | 2022-02-01 | Purchase | $1,001 - $15,000 | View ↗ |
| BRK.B | Berkshire Hathaway Inc. New (BRK.B) | 2022-01-20 | 2022-02-01 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| — | Columbia Tenn Wtrwks Rev 5.00% 12/01/32 [gS] | 2022-01-20 | 2022-02-01 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| PNC | PNC Financial Services group, Inc. (PNC) | 2022-01-20 | 2022-02-01 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Virginia St Pub 3.00% 10/01/38 [gS] | 2022-01-14 | 2022-02-01 | Purchase | $15,001 - $50,000 | View ↗ |
| SQ | Block, Inc. Class A Common Stock, (SQ) | 2022-01-10 | 2022-02-01 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| TRNO | Terreno Realty Corporation (TRNO) | 2022-01-10 | 2022-02-01 | Purchase | $1,001 - $15,000 | View ↗ |
| IXJ | iShares global Healthcare ETF (IXJ) | 2021-12-22 | 2022-01-01 | Purchase | $1,001 - $15,000 | View ↗ |
| IYZ | iShares U.S. Telecommunications ETF (IYZ) | 2021-12-22 | 2022-01-01 | Purchase | $1,001 - $15,000 | View ↗ |
| VZ | Verizon Communications Inc. (VZ) | 2021-12-22 | 2022-01-01 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| FVRR | Fiverr International Ltd. Ordinary Shares, no par value (FVRR) | 2021-12-21 | 2022-01-01 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | (AAgIY) | 2021-12-06 | 2022-01-01 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Pittsburgh Pa Sch 3.00% 09/01/33 [gS] | 2021-12-06 | 2022-01-01 | Purchase | $15,001 - $50,000 | View ↗ |
| BRK.B | Berkshire Hathaway Inc. New (BRK.B) | 2020-12-24 | 2020-01-02 | Purchase | $1,001 - $15,000 | View ↗ |
| FANUF | Fanuc Limited Ordinary Shares (FANUF) | 2020-11-25 | 2020-12-01 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Putnam Cnty W Va BRD Ed 1.123% 05/01/24 [gS] | 2020-11-25 | 2020-12-01 | Purchase | $15,001 - $50,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2020-11-24 | 2020-12-01 | Purchase | $1,001 - $15,000 | View ↗ |
| RHHBF | Roche Holdings Ag Basel Ordinary Shares (RHHBF) | 2020-11-20 | 2020-12-01 | Purchase | $1,001 - $15,000 | View ↗ |
| FANUF | Fanuc Limited Ordinary Shares (FANUF) | 2020-11-19 | 2020-12-01 | Purchase | $1,001 - $15,000 | View ↗ |
| DAIUF | Daifuku Co Ltd Ordinary Shares (DAIUF) | 2020-11-18 | 2020-12-01 | Purchase | $1,001 - $15,000 | View ↗ |
| EL | Estee Lauder Companies, Inc. (EL) | 2020-11-18 | 2020-12-01 | Purchase | $1,001 - $15,000 | View ↗ |
| NTLA | Intellia Therapeutics, Inc. (NTLA) | 2020-11-18 | 2020-12-01 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2020-11-17 | 2020-12-01 | Purchase | $1,001 - $15,000 | View ↗ |
| ROP | Roper Technologies, Inc. (ROP) | 2020-11-17 | 2020-12-01 | Purchase | $1,001 - $15,000 | View ↗ |
| ASML | ASML Holding N.V. - New York Registry Shares (ASML) | 2020-11-13 | 2020-12-01 | Purchase | $1,001 - $15,000 | View ↗ |
| COST | Costco Wholesale Corporation (COST) | 2020-11-13 | 2020-12-01 | Purchase | $1,001 - $15,000 | View ↗ |
| FANUF | Fanuc Limited Ordinary Shares (FANUF) | 2020-11-13 | 2020-12-01 | Purchase | $1,001 - $15,000 | View ↗ |
| FANUF | Fanuc Limited Ordinary Shares (FANUF) | 2020-11-09 | 2020-12-01 | Purchase | $1,001 - $15,000 | View ↗ |
| DAIUF | Daifuku Co Ltd Ordinary Shares (DAIUF) | 2020-11-05 | 2020-12-01 | Purchase | $1,001 - $15,000 | View ↗ |
| FANUF | Fanuc Limited Ordinary Shares (FANUF) | 2020-11-05 | 2020-12-01 | Purchase | $1,001 - $15,000 | View ↗ |
| EL | Estee Lauder Companies, Inc. (EL) | 2020-11-03 | 2020-12-01 | Purchase | $1,001 - $15,000 | View ↗ |
| COST | Costco Wholesale Corporation (COST) | 2020-11-02 | 2020-12-01 | Purchase | $1,001 - $15,000 | View ↗ |
| UNH | UnitedHealth group Incorporated Common Stock (UNH) | 2020-11-02 | 2020-12-01 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Virginia College Bldg 4.00% 02/01/33 [gS] | 2020-11-02 | 2020-12-01 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Texas Mun Gas Acquisition 5.00% | 2020-10-14 | 2020-11-05 | Purchase | $15,001 - $50,000 | View ↗ |
| EL | Estee Lauder Companies, Inc. (EL) | 2020-10-08 | 2020-11-05 | Purchase | $1,001 - $15,000 | View ↗ |
| ROP | Roper Technologies, Inc. (ROP) | 2020-10-08 | 2020-11-05 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| TRNO | Terreno Realty Corporation (TRNO) | 2020-10-08 | 2020-11-05 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| GS | Goldman Sachs Group, Inc. (GS) | 2020-10-05 | 2020-11-05 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | California St Various 5.00% 04/01/37 | 2020-09-29 | 2020-10-01 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Halifax Cnty VA Indl Dev Var 12/01/41 | 2020-09-01 | 2020-10-01 | Purchase | $15,001 - $50,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2020-08-27 | 2020-09-06 | Purchase | $1,001 - $15,000 | View ↗ |
| COST | Costco Wholesale Corporation (COST) | 2020-08-27 | 2020-09-06 | Purchase | $1,001 - $15,000 | View ↗ |
| FVRR | Fiverr International Ltd. Ordinary Shares, no par value (FVRR) | 2020-08-27 | 2020-09-06 | Purchase | $1,001 - $15,000 | View ↗ |
| ROP | Roper Technologies, Inc. (ROP) | 2020-08-27 | 2020-09-06 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Texas St Tax Rev 4.00% 08/27/20 [gS] | 2020-08-27 | 2020-09-06 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| NTLA | Intellia Therapeutics, Inc. (NTLA) | 2020-08-26 | 2020-09-06 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ASML | ASML Holding N.V. - New York Registry Shares (ASML) | 2020-08-14 | 2020-09-06 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Regeneron Pharmaceuticals, Inc. (REgN) | 2020-08-14 | 2020-09-06 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2020-07-14 | 2020-08-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Alphabet Inc. - Class C Capital Stock (gOOg) | 2020-07-14 | 2020-08-09 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| BRK.B | Berkshire Hathaway Inc. New (BRK.B) | 2020-07-14 | 2020-08-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| COST | Costco Wholesale Corporation (COST) | 2020-07-14 | 2020-08-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| DAIUF | Daifuku Co Ltd Ordinary Shares (DAIUF) | 2020-07-14 | 2020-08-09 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| — | District of Columbia 4.00% 06-01- 35 [gS] | 2020-07-14 | 2020-08-09 | Sale (Full) | $50,001 - $100,000 | View ↗ |
| EL | Estee Lauder Companies, Inc. (EL) | 2020-07-14 | 2020-08-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| FANUF | Fanuc Limited Ordinary Shares (FANUF) | 2020-07-14 | 2020-08-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| LDNXF | London Stock Exchange group plc Ordinary Shares (LDNXF) | 2020-07-14 | 2020-08-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2020-07-14 | 2020-08-09 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| — | Series B (NSRgY) | 2020-07-14 | 2020-08-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| RHHBF | Roche Holdings Ag Basel Ordinary Shares (RHHBF) | 2020-07-14 | 2020-08-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ROP | Roper Technologies, Inc. (ROP) | 2020-07-14 | 2020-08-09 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| TRNO | Terreno Realty Corporation (TRNO) | 2020-07-14 | 2020-08-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| UNH | UnitedHealth group Incorporated Common Stock (UNH) | 2020-07-14 | 2020-08-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| VZ | Verizon Communications Inc. (VZ) | 2020-07-14 | 2020-08-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ASML | ASML Holding N.V. - New York Registry Shares (ASML) | 2020-07-10 | 2020-08-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| CME | CME group Inc. - Class A (CME) | 2020-07-10 | 2020-08-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| NTLA | Intellia Therapeutics, Inc. (NTLA) | 2020-07-10 | 2020-08-09 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Regeneron Pharmaceuticals, Inc. (REgN) | 2020-07-10 | 2020-08-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Bexar Cnty Tex Health 6.2% 07/01/45 [gS] | 2020-07-01 | 2020-08-09 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| ASML | ASML Holding N.V. - New York Registry Shares (ASML) | 2020-06-24 | 2020-07-03 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Twin Rivers CA V-A 06/01/41 [gS] | 2020-06-01 | 2020-07-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| — | Wise County VA V-A 1.875% 11/01/40 [gS] | 2020-06-01 | 2020-07-03 | Purchase | $15,001 - $50,000 | View ↗ |
| — | California St Var Purp 4.00% 08/01/36 [gS] | 2020-05-21 | 2020-05-31 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Regeneron Pharmaceuticals, Inc. (REgN) | 2020-05-20 | 2020-05-31 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Terreno Realty Corporation (TRNo) | 2020-05-20 | 2020-05-31 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Virginia College BLDg 4,375% 02/01/32 [gS] | 2020-05-18 | 2020-05-31 | Purchase | $15,001 - $50,000 | View ↗ |
| DAIUF | Daifuku Co Ltd ordinary Shares (DAIUF) | 2020-05-11 | 2020-05-31 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| EL | Estee Lauder Companies, Inc. (EL) | 2020-05-08 | 2020-05-31 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A ordinary Shares (ACN) | 2020-05-07 | 2020-05-31 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| BRK.B | Berkshire Hathaway Inc. New (BRK.B) | 2020-05-07 | 2020-05-31 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| DAIUF | Daifuku Co Ltd ordinary Shares (DAIUF) | 2020-05-07 | 2020-05-31 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| FANUF | Fanuc Limited ordinary Shares (FANUF) | 2020-05-07 | 2020-05-31 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| VZ | Verizon Communications Inc. (VZ) | 2020-05-07 | 2020-05-31 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| LDNXF | London Stock Exchange group plc ordinary Shares (LDNXF) | 2020-05-04 | 2020-05-31 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Series B (NSRgY) | 2020-05-04 | 2020-05-31 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A ordinary Shares (ACN) | 2020-05-01 | 2020-05-31 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| EL | Estee Lauder Companies, Inc. (EL) | 2020-05-01 | 2020-05-31 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2020-05-01 | 2020-05-31 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Terreno Realty Corporation (TRNo) | 2020-05-01 | 2020-05-31 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| UNH | UnitedHealth group Incorporated Common Stock (UNH) | 2020-05-01 | 2020-05-31 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| VZ | Verizon Communications Inc. (VZ) | 2020-05-01 | 2020-05-31 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Virginia Commonwealth Trans 5.00% [gS] | 2020-05-01 | 2020-05-31 | Purchase | $15,001 - $50,000 | View ↗ |
| BRK.B | Berkshire Hathaway Inc. New (BRK.B) | 2020-04-28 | 2020-05-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| DAIUF | Daifuku Co Ltd ordinary Shares (DAIUF) | 2020-04-28 | 2020-05-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| FANUF | Fanuc Limited ordinary Shares (FANUF) | 2020-04-28 | 2020-05-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| LDNXF | London Stock Exchange group plc ordinary Shares (LDNXF) | 2020-04-28 | 2020-05-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Terreno Realty Corporation (TRNo) | 2020-04-28 | 2020-05-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A ordinary Shares (ACN) | 2020-04-27 | 2020-05-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| EL | Estee Lauder Companies, Inc. (EL) | 2020-04-27 | 2020-05-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2020-04-27 | 2020-05-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Roper Technologies, Inc. (RoP) | 2020-04-27 | 2020-05-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| UNH | UnitedHealth group Incorporated Common Stock (UNH) | 2020-04-27 | 2020-05-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| VZ | Verizon Communications Inc. (VZ) | 2020-04-27 | 2020-05-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Costco Wholesale Corporation (CoST) | 2020-04-22 | 2020-05-09 | Purchase | $1,001 - $15,000 | View ↗ |
| RHHBY | (RHHBY) | 2020-04-22 | 2020-05-09 | Purchase | $1,001 - $15,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2020-04-20 | 2020-05-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Costco Wholesale Corporation (CoST) | 2020-03-24 | 2020-04-07 | Purchase | $1,001 - $15,000 | View ↗ |
| — | goldman Sachs group, Inc. (gS) | 2020-03-12 | 2020-04-07 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Regional Transn Dist 5.00% 06/01/29 [gS] | 2020-03-11 | 2020-04-07 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Dallas Tex Area Rapid 5.00% 12/01/25 [gS] | 2020-03-06 | 2020-04-07 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Terreno Realty Corporation (TRNo) | 2020-02-20 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Alphabet Inc. - Class C Capital Stock (goog) | 2020-02-19 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| CME | CME group Inc. - Class A (CME) | 2020-02-19 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| DAIUF | Daifuku Co Ltd ordinary Shares (DAIUF) | 2020-02-19 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| EL | Estee Lauder Companies, Inc. (EL) | 2020-02-19 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| LDNXF | London Stock Exchange group plc ordinary Shares (LDNXF) | 2020-02-18 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| LVMUY | Depositary Receipt (LVMUY) | 2020-02-18 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| VZ | Verizon Communications Inc. (VZ) | 2020-02-18 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| HZN | Horizon global Corporation Common Shares (HZN) | 2020-02-17 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A ordinary Shares (ACN) | 2020-02-14 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2020-02-14 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Roper Technologies, Inc. (RoP) | 2020-02-14 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Bexar County Texas Health 6.2% 7/01/45 [gS] | 2020-02-07 | 2020-02-22 | Purchase | $50,001 - $100,000 | View ↗ |
| DAIUF | Daifuku Co Ltd ordinary Shares (DAIUF) | 2020-01-29 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Alphabet Inc. - Class C Capital Stock (goog) | 2020-01-28 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| LDNXF | London Stock Exchange group plc ordinary Shares (LDNXF) | 2020-01-28 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Series B (NSRgY) | 2020-01-27 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| EL | Estee Lauder Companies, Inc. (EL) | 2020-01-24 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| LVMUY | Depositary Receipt (LVMUY) | 2020-01-24 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2020-01-24 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Terreno Realty Corporation (TRNo) | 2020-01-24 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| FANUF | Fanuc Limited ordinary Shares (FANUF) | 2020-01-16 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| EL | Estee Lauder Companies, Inc. (EL) | 2020-01-14 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| NTLA | Intellia Therapeutics, Inc. (NTLA) | 2020-01-14 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| LDNXF | London Stock Exchange group plc ordinary Shares (LDNXF) | 2020-01-14 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Roper Technologies, Inc. (RoP) | 2020-01-14 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| VZ | Verizon Communications Inc. (VZ) | 2020-01-14 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Alphabet Inc. - Class C Capital Stock (goog) | 2020-01-13 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| BRK.B | Berkshire Hathaway Inc. New (BRK.B) | 2020-01-13 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| — | New York State MTg AgY 3.45% [gS] | 2020-01-13 | 2020-02-22 | Purchase | $50,001 - $100,000 | View ↗ |
| — | Terreno Realty Corporation (TRNo) | 2020-01-10 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A ordinary Shares (ACN) | 2020-01-09 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| LVMUY | Depositary Receipt (LVMUY) | 2020-01-09 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2020-01-09 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Series B (NSRgY) | 2020-01-09 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| UNH | UnitedHealth group Incorporated Common Stock (UNH) | 2020-01-09 | 2020-02-22 | Purchase | $1,001 - $15,000 | View ↗ |
| — | FSU Finl Assistance Inc 5.00% [gS] | 2019-12-31 | 2020-01-02 | Purchase | $50,001 - $100,000 | View ↗ |
| DAIUF | Daifuku Co Ltd ordinary Shares (DAIUF) | 2019-12-24 | 2020-01-02 | Purchase | $1,001 - $15,000 | View ↗ |
| FANUF | Fanuc Limited ordinary Shares (FANUF) | 2019-12-24 | 2020-01-02 | Purchase | $1,001 - $15,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2019-12-24 | 2020-01-02 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Series B (NSRgY) | 2019-12-24 | 2020-01-02 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A ordinary Shares (ACN) | 2019-12-23 | 2020-01-02 | Purchase | $1,001 - $15,000 | View ↗ |
| EL | Estee Lauder Companies, Inc. (EL) | 2019-12-23 | 2020-01-02 | Purchase | $1,001 - $15,000 | View ↗ |
| LVMUY | Depositary Receipt (LVMUY) | 2019-12-23 | 2020-01-02 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Terreno Realty Corporation (TRNo) | 2019-12-23 | 2020-01-02 | Purchase | $1,001 - $15,000 | View ↗ |
| UNH | UnitedHealth group Incorporated Common Stock (UNH) | 2019-12-23 | 2020-01-02 | Purchase | $1,001 - $15,000 | View ↗ |
| VZ | Verizon Communications Inc. (VZ) | 2019-12-23 | 2020-01-02 | Purchase | $1,001 - $15,000 | View ↗ |