| BERKSHIRE HATHAWAY MN A |
BRK.A |
STOCK |
SALE
|
|
$15,001-50,000 |
| EPTH HSG DEV AUTH |
|
REAL ESTATE |
SALE
|
|
$15,001-50,000 |
| SEE: SCHEDULES ATTACHED |
|
nan |
EXCHANGE
|
|
$1,000.01 - $15,000 |
| SEE: SCHEDULES ATTACHED |
|
nan |
EXCHANGE
|
|
$15,000.01 - $50,000 |
| TRIONBRIDGE BROK & TRULY AUTH N |
|
FUND |
SALE
|
|
$15,001-50,000 |
| WEST NEST NEBS ELEC RE |
|
REAL ESTATE |
SALE
|
|
$15,001-50,000 |
| PENNSYLVANIA HSG FIN AGY SINGL |
|
BOND |
SALE
|
|
$15,001-50,000 |
| COLUMBUS OHIO |
|
nan |
SALE
|
|
$15,001-50,000 |
| AMAZON COM INC |
AMZN |
STOCK |
SALE
|
|
$50,001-100,000 |
| WILL S TOWNS WATSON |
|
nan |
SALE
|
|
$15,001-50,000 |
| HOLSTON TEX CORP Series C |
|
PRIVATE EQUITY |
SALE
|
|
$15,001-50,000 |
| HOLSTON TEX |
|
nan |
SALE
|
|
$15,001-50,000 |
| NEW MEXICO STR SEVERANCE TAX |
|
BOND |
SALE
|
|
$15,001-50,000 |
| IVERN HOME CREDIT CAME AG |
|
FIXED INCOME |
SALE
|
|
$15,001-50,000 |
| SMITH S NEPHEW PLC |
SMN |
STOCK |
SALE
|
|
$50,001-100,000 |
| PLUSES CORP |
|
STOCK |
SALE
|
|
$15,001-50,000 |
| PLUSES CORP |
|
STOCK |
SALE
|
|
$15,001-50,000 |
| Havern Sobolev Inc |
|
nan |
SALE
|
|
$15,001-50,000 |
| PLUSES CORP |
|
STOCK |
SALE
|
|
$15,001-50,000 |
| AMAZON COM INC |
AMZN |
STOCK |
PURCHASE
|
March 5, 2021 |
$15,001-$50,000 |
| PIMCO SHORT ASSET INVESTMENT FUND INSTITUTIONAL CLASS |
PSFIX |
FUND |
SALE
|
March 5, 2021 |
$15,001-50,000 |
| WARISCONSIN ST |
|
BOND |
PURCHASE
|
March 5, 2021 |
$15,001-$50,000 |
| PIMCO SHORT ASSET INVESTMENT FUND INSTITUTIONAL CLASS |
PSFIX |
FUND |
SALE
|
March 5, 2021 |
$15,001-50,000 |
| WILLS TOWBES WATSON |
|
nan |
PURCHASE
|
Feb. 26, 2021 |
$15,001-$50,000 |
| EATON CORP PLC |
ETN |
STOCK |
PURCHASE
|
Feb. 25, 2021 |
$15,001-$50,000 |
| Trelle Industries Int Inc |
TREL |
STOCK |
PURCHASE
|
Feb. 25, 2021 |
$15,001-$50,000 |
| Robert Half International Inc |
RHI |
STOCK |
SALE
|
Feb. 25, 2021 |
$15,001-50,000 |
| Trinity Industries Inc |
TRNO |
STOCK |
SALE
|
Feb. 25, 2021 |
$15,001-50,000 |
| TENCENT HOLD S LTD, ADR UNIT N |
TCEHY |
STOCK |
SALE
|
Feb. 25, 2021 |
$15,001-50,000 |
| TENEKEN A HOLD MOR & TULIN AUTH N |
|
PRIVATE EQUITY |
PURCHASE
|
Feb. 25, 2021 |
$15,001-$50,000 |
| SMITH NEPHEW PLC |
SN. |
STOCK |
PURCHASE
|
Feb. 25, 2021 |
$15,001-$50,000 |
| FUNDYIAL INC |
FUND |
STOCK |
PURCHASE
|
Feb. 25, 2021 |
$15,001-$50,000 |
| PLEIUS CORP |
|
STOCK |
PURCHASE
|
Feb. 25, 2021 |
$15,001-$50,000 |
| HENRY SHAENN Inc. |
|
PRIVATE EQUITY |
PURCHASE
|
Feb. 25, 2021 |
$15,001-$50,000 |
| ROBERT HALF INTL MGMT DEV AUTH |
RHI |
STOCK |
PURCHASE
|
Feb. 25, 2021 |
$15,001-$50,000 |
| Betramer Property Group Inc |
|
REAL ESTATE |
Sale
|
Feb. 22, 2021 |
$15,001-$50,000 |
| National Fuel Gas Company |
NFG |
STOCK |
Sale
|
Feb. 22, 2021 |
$15,001-$50,000 |
| Betramer Property Group Inc |
|
REAL ESTATE |
Sale
|
Feb. 22, 2021 |
$15,001-$50,000 |
| National Fuel Gas Company |
NFG |
STOCK |
PURCHASE
|
Feb. 22, 2021 |
$15,001-$50,000 |
| LMA PARTNERS LTD |
LMA |
STOCK |
Sale
|
Feb. 20, 2021 |
$15,001-$50,000 |
| SAFEGUARD SCIENTIFIC INC |
SGFS |
STOCK |
Sale
|
Feb. 20, 2021 |
$15,001-$50,000 |
| MURRY Oil |
|
COMMODITY |
PURCHASE
|
Feb. 20, 2021 |
$15,001-$50,000 |
| National Fuel Gas Company |
NFG |
STOCK |
Sale
|
Feb. 17, 2021 |
$15,001-$50,000 |
| COLUMBUS OHIO |
|
nan |
PURCHASE
|
Feb. 17, 2021 |
$15,001-$50,000 |
| CVS Health Corp |
CVS |
STOCK |
PURCHASE
|
Feb. 17, 2021 |
$15,001-$50,000 |
| LMA FAMILY INVESTMENTS II LP (4.84% INTEREST) |
|
PRIVATE EQUITY |
Sale
|
Feb. 17, 2021 |
$15,001-$50,000 |
| LMA FAMILY INVESTMENTS II LP (4.84% INTEREST) |
|
PRIVATE EQUITY |
Sale
|
Feb. 17, 2021 |
$15,001-$50,000 |
| National Fuel Gas Company |
NFG |
STOCK |
Sale
|
Feb. 17, 2021 |
$15,001-$50,000 |
| National Fuel Gas Company |
NFG |
STOCK |
PURCHASE
|
Feb. 16, 2021 |
$15,001-$50,000 |
| FACEBOOK INC |
META |
STOCK |
SALE
|
Feb. 16, 2021 |
$50,001-100,000 |
| NEW MEXICO ST SEVERANCE TAX |
|
BOND |
PURCHASE
|
Feb. 16, 2021 |
$15,001-$50,000 |
| FACEBOOK INC |
META |
STOCK |
SALE
|
Feb. 16, 2021 |
$15,001-50,000 |
| PENNSYLVANIA HSG FIN AGY SINGL |
|
BOND |
SALE
|
Feb. 16, 2021 |
$15,001-50,000 |
| ValeconCSS Inc |
|
PRIVATE EQUITY |
Sale
|
Feb. 12, 2021 |
$15,001-$50,000 |
| ValeconCSS Inc |
|
PRIVATE EQUITY |
Sale
|
Feb. 12, 2021 |
$15,001-$50,000 |
| LLM FAMILY INVESTMENTS LP (10% INTEREST) |
|
PRIVATE EQUITY |
SALE
|
Feb. 11, 2021 |
$1,000,001-$5,000,000 |
| CVS Health Corp |
CVS |
STOCK |
Sale
|
Feb. 9, 2021 |
$1,000-$15,000 |
| HOUSTON TEX ST SEVERANCE TAX |
|
BOND |
PURCHASE
|
Feb. 5, 2021 |
$15,001-$50,000 |
| PENNSYLVANIA MED CARE ADV |
|
FUND |
PURCHASE
|
Feb. 5, 2021 |
$15,001-$50,000 |
| Betramer Property Group Inc |
|
REAL ESTATE |
Sale
|
Feb. 5, 2021 |
$15,001-$50,000 |
| ValeconCSS Inc |
|
PRIVATE EQUITY |
Sale
|
Feb. 1, 2021 |
$50,001-$100,000 |
| IVERT EMENDAS |
|
FIXED INCOME |
PURCHASE
|
Feb. 1, 2021 |
$15,001-$50,000 |
| BERKSHIRE HRE INVESTMENTS LP (16.8688% INTEREST) |
|
REAL ESTATE |
PURCHASE
|
Feb. 1, 2021 |
$15,001-$50,000 |
| PIMCO SHORT ASSET MATN UNT INTEREST |
PIMSX |
FUND |
SALE
|
Feb. 1, 2021 |
$15,001-50,000 |
| National Fuel Gas Company |
NFG |
STOCK |
PURCHASE
|
Feb. 1, 2021 |
$15,001-$50,000 |
| ValeconCSS Inc |
|
PRIVATE EQUITY |
Sale
|
Feb. 1, 2021 |
$50,001-$100,000 |