| np 19175 Boston, LLC - property investment in 53775 Belmount Exeter Plaza Aldworth, VA |
|
REAL ESTATE |
PURCHASE
|
May 9, 2019 |
Transaction was for Spouse or Dependent Child Asset over $1,000,000 |
| IP 82775 Belmont, LLC, LP, property investment in 19775 Belmont Executive Plaza, Ashburn, VA |
|
REAL ESTATE |
PURCHASE
|
May 9, 2019 |
$1,000.01-$15,000 |
| Green Brentwood CA Memorial Hospital 1% Due 08/01/2039 |
|
BOND |
PURCHASE
|
May 8, 2019 |
$1,000.01-$15,000 |
| Brown Advisory - Global Benchmark GA Alternative Income Fund |
|
FUND |
PURCHASE
|
May 8, 2019 |
$1,000.01-$15,000 |
| IP 82775 Belmont, LLC, LP, property investment in 19775 Belmont Executive Plaza, Ashburn, VA |
|
REAL ESTATE |
PURCHASE
|
April 29, 2019 |
$1,000.01-$15,000 |
| IP Belmont Land, LLC, LP, property investment in 19775 Belmont Executive Plaza, Ashburn, VA |
|
REAL ESTATE |
PURCHASE
|
April 29, 2019 |
$1,000.01-$15,000 |
| Brown Advisory - Brown Advisory Mid Cap Growth Fund Class I |
BAMIX |
FUND |
PURCHASE
|
April 29, 2019 |
$1,000.01-$15,000 |
| IP 82775 Belmont, LLC, LP, property investment in 19775 Belmont Executive Plaza, Ashburn, VA |
|
REAL ESTATE |
PURCHASE
|
April 29, 2019 |
$1,000.01-$15,000 |
| Brown Advisory - Brown Advisory Tax Exempt Bond Fund Class I |
BATIX |
FUND |
PURCHASE
|
April 29, 2019 |
$1,000.01-$15,000 |
| Brown Advisory, LLC Private Investments, Naples, FL |
|
PRIVATE EQUITY |
PURCHASE
|
April 26, 2019 |
Transaction was for Spouse or Dependent Child Asset over $1,000,000 |
| Brown Advisory, LLC Private Investments, Naples, FL |
|
PRIVATE EQUITY |
PURCHASE
|
April 26, 2019 |
$100,000.01-$250,000 |
| Brown Advisory, LLC Private Investments, Naples, FL |
|
PRIVATE EQUITY |
PURCHASE
|
April 26, 2019 |
$15,000.01-$50,000 |
| Brown Advisory, LLC Private Investments, Naples, FL |
|
PRIVATE EQUITY |
PURCHASE
|
April 26, 2019 |
$50,000.01-$100,000 |
| Brown Advisory, LLC Private Investments, Naples, FL |
|
PRIVATE EQUITY |
PURCHASE
|
April 26, 2019 |
$250,000.01-$500,000 |
| Brown Advisory, LLC Private Investments, Naples, FL |
|
PRIVATE EQUITY |
PURCHASE
|
April 26, 2019 |
$500,000.01-$1,000,000 |
| Brown Advisory, LLC Private Investments, Naples, FL |
|
PRIVATE EQUITY |
PURCHASE
|
April 26, 2019 |
$1,000,000.01-$5,000,000 |
| Brown Advisory, LLC Private Investments, Naples, FL |
|
PRIVATE EQUITY |
PURCHASE
|
April 26, 2019 |
$5,000,000.01-$25,000,000 |
| Brown Advisory, LLC Private Investments, Naples, FL |
|
PRIVATE EQUITY |
PURCHASE
|
April 26, 2019 |
$25,000,000.01-$50,000,000 |
| Brown Advisory, LLC Private Investments, Naples, FL |
|
PRIVATE EQUITY |
PURCHASE
|
April 26, 2019 |
Over $50,000,000 |
| Brown Advisory, LLC - property investment in 53775 Belmount Exeter Plaza Aldworth, VA |
|
REAL ESTATE |
PURCHASE
|
April 25, 2019 |
Transaction was for Spouse or Dependent Child Asset over $1,000,000 |
| Brown Advisory, LLC - property investment in 53775 Belmount Exeter Plaza Aldworth, VA |
|
REAL ESTATE |
PURCHASE
|
April 25, 2019 |
Transaction was for Spouse or Dependent Child Asset over $1,000,000 |
| Vetra Energy - gold and silver investments - Centennial, CO |
|
PRIVATE EQUITY |
PURCHASE
|
April 25, 2019 |
Transaction was for Spouse or Dependent Child Asset over $1,000,000 |
| Europe Mega Cap Common Stock |
VGK |
ETF |
Sale
|
Feb. 5, 2015 |
$1,001-$15,000 |