|
Francis Rooney
|
house |
Energy Holdings, LLC (Houston, TX), old and new investments |
|
PRIVATE EQUITY |
Purchase
|
Aug. 2, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
Energy Holdings, LLC (Houston, TX), old and new investments |
|
PRIVATE EQUITY |
Sale
|
Aug. 2, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
Hocney Capital, LLC (Private Investments, Naples, FL) |
|
PRIVATE EQUITY |
Sale
|
July 31, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
Hocney Capital, LLC (Private Investments, Naples, FL) |
|
PRIVATE EQUITY |
Purchase
|
July 31, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
Hocney Capital, LLC (Private Investments, Naples, FL) |
|
PRIVATE EQUITY |
Exchange
|
July 31, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
CG S&P 500 Index Services 5 |
SPX |
FUND |
Sale
|
July 29, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
CG S&P 500 Index Services 5 |
SPX |
FUND |
Exchange
|
July 29, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
CG S&P 500 Index Services 5 |
SPX |
FUND |
Purchase
|
July 29, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
Brown Advisory - Alpha Opportunities Fund |
BAAOX |
FUND |
Sale
|
July 28, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
Brown Advisory - Alpha Opportunities Fund |
BAAOX |
FUND |
Exchange
|
July 28, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
Brown Advisory - Alpha Opportunities Fund |
BAAOX |
FUND |
Purchase
|
July 28, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
Brown Advisory - Short Term US Treasury Fund |
BASTX |
FUND |
Sale
|
July 25, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
Brown Advisory - Pharmaceutical Fund |
BAPAX |
FUND |
Sale
|
July 25, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
Brown Advisory - Short Term US Treasury Fund |
BASTX |
FUND |
Purchase
|
July 25, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
Brown Advisory - Pharmaceutical Fund |
BAPAX |
FUND |
Purchase
|
July 25, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
Morgan Stanley - Alaska Municipal Bond Series 2 5.00% DUE 2036 |
|
BOND |
Sale
|
July 21, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
Morgan Stanley - Alaska Municipal Bond Series 2 5.00% DUE 2036 |
|
BOND |
Exchange
|
July 21, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
Morgan Stanley - Alaska Municipal Bond Series 2 5.00% DUE 2036 |
|
BOND |
Purchase
|
July 21, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
Brown Advisory - Alpha Opportunities Fund |
BAAOX |
FUND |
Exchange
|
July 20, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
Brown Advisory - Alpha Opportunities Fund |
BAAOX |
FUND |
Sale
|
July 20, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
Brown Advisory - Alpha Opportunities Fund |
BAAOX |
FUND |
Purchase
|
July 20, 2017 |
$$1,000-5,000 |
Aug. 11, 2017 |
|
Francis Rooney
|
house |
Morgan Stanley - HARTFORD CT LTD CTL EDU CTL FAC PN B-1 A/A/A/A 5.00% DUE 2031-12-01 (CUSIP 81427PHT47) |
|
BOND |
Purchase
|
July 19, 2017 |
$$100,001-250,000 |
July 18, 2017 |
|
Francis Rooney
|
house |
Morgan Stanley - RADISON PFS TEA HOTELCA CORP CL B SRT MLP B-1 A/A/A/A 6.500% DUE 2034-12-01 (CUSIP 83125P9S1) |
|
BOND |
Purchase
|
July 19, 2017 |
$$100,001-250,000 |
July 18, 2017 |
|
Francis Rooney
|
house |
Morgan Stanley - HARTFORD CT LTD CTL EDU CTL FAC PN B-1 A/A/A/A 5.00% DUE 2031-12-01 (CUSIP 81427PHT47) |
|
BOND |
Purchase
|
July 19, 2017 |
$$100,001-250,000 |
July 18, 2017 |
|
Francis Rooney
|
house |
Morgan Stanley - RADISON PFS TEA HOTELCA CORP CL B SRT MLP B-1 A/A/A/A 6.500% DUE 2034-12-01 (CUSIP 83125P9S1) |
|
BOND |
Purchase
|
July 19, 2017 |
$$100,001-250,000 |
July 18, 2017 |