| Intuit Inc. (INTu) |
INTU |
STOCK |
Sale
|
Oct. 3, 2014 |
$15,001 - $50,000 |
| Express Scripts Holding Company |
CVS |
STOCK |
Sale
|
July 18, 2014 |
$1,001 - $15,000 |
| Express Scripts Holding Company (ESRX) |
ESRX |
STOCK |
Sale
|
July 17, 2014 |
$15,001 - $50,000 |
| C.R. Bard, Inc. (BCR) |
BCR |
STOCK |
Sale
|
June 4, 2014 |
$1,001 - $15,000 |
| golub Capital BdC, Inc. (gBdC) |
GBDC |
STOCK |
Sale
|
May 16, 2014 |
$15,001 - $50,000 |
| New Mountain Finance Corporation (NMFC) |
NMFC |
STOCK |
Sale
|
May 16, 2014 |
$1,001 - $15,000 |
| JP Morgan Chase & Co. (JPM) |
JPM |
STOCK |
Sale
|
May 5, 2014 |
$15,001 - $50,000 |
| eBay Inc. (EBAY) |
EBAY |
STOCK |
Sale
|
May 5, 2014 |
$15,001 - $50,000 |
| Verisk Analytics, Inc. - Class A (VRSK) |
VRSK |
STOCK |
Purchase
|
May 2, 2014 |
$15,001 - $50,000 |
| Nielsen Fin LLC/Nielsen Fin |
|
PRIVATE EQUITY |
Purchase
|
April 30, 2014 |
$15,001 - $50,000 |
| Crown Castle Intl Corp |
CCI |
STOCK |
Purchase
|
April 15, 2014 |
$15,001 - $50,000 |
| Regency Energy Partners LP |
|
PRIVATE EQUITY |
Sale
|
April 15, 2014 |
$1,001 - $15,000 |
| Regal Cinemas Corp gTd SR |
|
BOND |
Sale
|
March 11, 2014 |
$1,001 - $15,000 |
| Boeing Company (BA) |
BA |
STOCK |
Sale
|
March 4, 2014 |
$1,001 - $15,000 |
| Kansas City Southern (KSu) |
KSU |
STOCK |
Sale
|
Feb. 18, 2014 |
$1,001 - $15,000 |
| Kinder Morgan Energy Partners, L.P. (KMP) |
KMP |
STOCK |
Sale
|
Feb. 14, 2014 |
$1,001 - $15,000 |
| Enbridge Energy Management LLC |
ENB |
STOCK |
Sale
|
Feb. 14, 2014 |
$15,001 - $50,000 |
| Starwood Waypoint Residential Trust (SWAY) |
SWAY |
REAL ESTATE |
Purchase
|
Feb. 3, 2014 |
$1,001 - $15,000 |
| IHS Inc. IHS Inc. Class A (IHS) |
IHS |
STOCK |
Purchase
|
Jan. 15, 2014 |
$1,001 - $15,000 |
| Intuit Inc. (INTu) |
INTU |
STOCK |
Purchase
|
Jan. 7, 2014 |
$15,001 - $50,000 |