| Example Mega Corp. Common Stock |
|
STOCK |
SALE
|
|
$1,000-$15,000 |
| Amgen Inc Com |
AMGN |
STOCK |
SALE
|
|
$15,001-$50,000 |
| Bristol Myers SquibbCo Com |
BMY |
STOCK |
EXCHANGE
|
|
Over $50,000,000 |
| New World Fund Class F-2 |
NWFXX |
FUND |
EXCHANGE
|
|
Over $50,000,000 |
| HD Supply Higgs Inc com |
|
STOCK |
EXCHANGE
|
|
Over $50,000,000 |
| Parmassus Mid-Cap Fund |
PRMDX |
FUND |
EXCHANGE
|
|
Over $50,000,000 |
| T Rowe Price Health Sciences |
PRHSX |
FUND |
PURCHASE
|
|
$1,000-$15,000 |
| T Rowe Price Global Technology |
PRGTX |
FUND |
PURCHASE
|
|
$1,000-$15,000 |
| T Rowe Price Real Estate |
TRPX |
FUND |
PURCHASE
|
|
$1,000-$15,000 |
| Vanguard Small-Cap Index Fund Admiral Shrs |
VSMAX |
FUND |
PURCHASE
|
|
$15,001-$50,000 |
| HD Supply Higgs Inc Com |
|
STOCK |
SALE
|
|
$15,001-$50,000 |
| HD Supply Higgs Inc Com |
|
STOCK |
SALE
|
|
$1,000-$15,000 |
| CVS Health Corp Com |
CVS |
STOCK |
Purchase
|
|
$1,000-$15,000 |
| Twilio Inc Cl A |
TWLO |
STOCK |
Purchase
|
|
$15,001-$50,000 |
| ishares Tr Russell Mid-Cap Value ETF |
IWD |
ETF |
Purchase
|
|
$1,000-$15,000 |
| ishares Tr S&P MidCap 400 Growth ETF |
MIDG |
ETF |
Purchase
|
|
$1,000-$15,000 |
| ishares US Technology ETF |
IUIT |
ETF |
Purchase
|
|
$1,000-$15,000 |
| ishares Tr Resid Real Estate Capped ETF |
REZT |
ETF |
Purchase
|
|
$1,000-$15,000 |
| Select Sector Spdr Tr Consumer Staples |
XLP |
ETF |
Purchase
|
|
$1,001-$15,000 |
| Vanguard Index FDS REIT ETF |
VNQ |
ETF |
Purchase
|
|
$1,001-$15,000 |