|
Francis Rooney
|
house |
Amalgamated Surety - LINCOLN ST TOLL AUTHORITY REV ATU-ALUM 2.50% DUE 08-01-15 (CUSIP 44335307G1) |
|
BOND |
Purchase
|
May 28, 2018 |
$$1,000-$15,000 |
Feb. 12, 2019 |
|
Francis Rooney
|
house |
Amalgamated Surety - RHODE ISLAND TURNPIKE REV ATU-ALUM 2.00% DUE 08-01-16 (CUSIP 44335307G1) |
|
BOND |
Purchase
|
May 28, 2018 |
$$1,000-$15,000 |
Feb. 12, 2019 |
|
Francis Rooney
|
house |
Amalgamated Surety - CALIF STATE AIRPORT AUTH TOLL ROAD BRIDGE REV ATU-ALUM 3.50% DUE 08-01-13 (CUSIP 025508R-13) |
|
BOND |
Purchase
|
May 28, 2018 |
$$1,000-$15,000 |
Feb. 12, 2019 |
|
Francis Rooney
|
house |
Amalgamated Surety - CANADA-NY STATE AIRPORT AUTH TOLL ROAD BRIDGE REV ATU-ALUM 4.00% DUE 08-01-12 (CUSIP 077120M12) |
|
BOND |
Purchase
|
May 28, 2018 |
$$1,000-$15,000 |
Feb. 12, 2019 |
|
Francis Rooney
|
house |
Amalgamated Surety - WISCONSIN HEALTH SYSTEM FACILITY REV REP ATU-ALUM 4.50% DUE 08-01-11 (CUSIP 81108R-11) |
|
BOND |
Purchase
|
May 28, 2018 |
$$1,000-$15,000 |
Feb. 12, 2019 |
|
Francis Rooney
|
house |
Sestan Investments LLC - privately held interest in Belmont Commercial Bond |
|
PRIVATE EQUITY |
Purchase
|
May 28, 2018 |
$$1,000-$15,000 |
Feb. 12, 2019 |
|
Francis Rooney
|
house |
CS Brokerage - MADISON CITY ALA BRDG ED CAP REF 5.150% 09/01/24 (MUN) |
|
BOND |
SALE
|
May 24, 2018 |
$$1,000-$15,000 |
June 20, 2018 |
|
Francis Rooney
|
house |
CS Brokerage - MADISON CITY ALA BRDG ED CAP REF 5.150% 09/01/24 (MUN) |
|
BOND |
PURCHASE
|
May 24, 2018 |
$$1,000-$15,000 |
June 20, 2018 |
|
Francis Rooney
|
house |
CS Brokerage - MADISON CITY ALA BRDG ED CAP REF 5.150% 09/01/24 (MUN) |
|
BOND |
SALE
|
May 24, 2018 |
$$100,001-$250,000 |
June 20, 2018 |
|
Francis Rooney
|
house |
CS Brokerage - ST NY CITY MPH LUX REN RES REAL EST SECURITIES (MUN) |
|
REAL ESTATE |
SALE
|
May 23, 2018 |
$$1,000-$15,000 |
June 20, 2018 |
|
Francis Rooney
|
house |
CS Brokerage - ST NY CITY MPH LUX REN RES REAL EST SECURITIES (MUN) |
|
REAL ESTATE |
PURCHASE
|
May 23, 2018 |
$$1,000-$15,000 |
June 20, 2018 |
|
Francis Rooney
|
house |
Bessemer Trust - Artisan Global Equity Fund Class A6 |
ARTAX |
FUND |
Purchase
|
May 1, 2018 |
$$1,000.01-$5,000 |
May 16, 2018 |
|
Francis Rooney
|
house |
Vanguard Total Stock Market Index Fund |
VTSAX |
FUND |
PURCHASE
|
April 27, 2018 |
$$1,001-$15,000 |
April 12, 2018 |
|
Francis Rooney
|
house |
Vanguard Total Stock Market Index Fund |
VTSAX |
FUND |
PURCHASE
|
April 27, 2018 |
$$1,001-$15,000 |
April 12, 2018 |
|
Francis Rooney
|
house |
Vanguard Total Stock Market Index Fund |
VTSAX |
FUND |
PURCHASE
|
April 27, 2018 |
$$1,001-$15,000 |
April 12, 2018 |
|
Francis Rooney
|
house |
Vanguard Total Stock Market Index Fund |
VTSAX |
FUND |
PURCHASE
|
April 27, 2018 |
$$1,001-$15,000 |
April 12, 2018 |
|
Francis Rooney
|
house |
Vanguard Total Stock Market Index Fund |
VTSAX |
FUND |
PURCHASE
|
April 27, 2018 |
$$1,001-$15,000 |
April 12, 2018 |
|
Francis Rooney
|
house |
Vanguard Total Stock Market Index Fund |
VTSAX |
FUND |
PURCHASE
|
April 27, 2018 |
$$1,001-$15,000 |
April 12, 2018 |
|
Francis Rooney
|
house |
Vanguard Total Stock Market Index Fund |
VTSAX |
FUND |
PURCHASE
|
April 27, 2018 |
$$1,001-$15,000 |
April 12, 2018 |
|
Francis Rooney
|
house |
Vanguard Total Stock Market Index Fund |
VTSAX |
FUND |
PURCHASE
|
April 27, 2018 |
$$1,001-$15,000 |
April 12, 2018 |
|
Francis Rooney
|
house |
Vanguard Total Stock Market Index Fund |
VTSAX |
FUND |
PURCHASE
|
April 27, 2018 |
$$1,001-$15,000 |
April 12, 2018 |
|
Francis Rooney
|
house |
Vanguard Total Stock Market Index Fund |
VTSAX |
FUND |
PURCHASE
|
April 27, 2018 |
$$1,001-$15,000 |
April 12, 2018 |
|
Francis Rooney
|
house |
Vanguard Total Stock Market Index Fund |
VTSAX |
FUND |
PURCHASE
|
April 27, 2018 |
$$1,001-$15,000 |
April 12, 2018 |
|
Francis Rooney
|
house |
Accenture Advisory - HSA trust OSE Oct 2015-2019 |
|
FUND |
Purchase
|
March 22, 2018 |
$$1,000-5,000 |
March 15, 2018 |
|
Francis Rooney
|
house |
Accenture Advisory - HSA trust OSE Oct 2015-2019 |
|
FUND |
Purchase
|
March 22, 2018 |
$$1,000-5,000 |
March 15, 2018 |