|
Sheri Biggs
|
house |
Oaktree Strategic Credit Fund Class S |
OSCRX |
FUND |
Purchase
|
March 27, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Donald J Trump
|
executive |
Microsoft Corp Com Average Unit Price Transaction Your Broker Acted As Agent |
MSFT |
STOCK |
sale
|
March 27, 2025 |
$Yes $250,001 - $500,000 |
May 14, 2026 |
|
Greg Landsman
|
house |
Cadence Design Systems, Inc. - Common Stock (CDNS) |
CDNS |
STOCK |
Sale
|
March 27, 2025 |
$$1,001 - $15,000 |
April 8, 2025 |
|
Greg Landsman
|
house |
Costco Wholesale Corporation - Common Stock (COST) |
COST |
STOCK |
Sale
|
March 27, 2025 |
$$1,001 - $15,000 |
April 8, 2025 |
|
Greg Landsman
|
house |
Costco Wholesale Corporation - Common Stock (COST) |
COST |
STOCK |
Sale
|
March 27, 2025 |
$$1,001 - $15,000 |
April 8, 2025 |
|
Greg Landsman
|
house |
Costco Wholesale Corporation - Common Stock (COST) |
COST |
STOCK |
Sale
|
March 27, 2025 |
$$15,001 - $50,000 |
April 8, 2025 |
|
Greg Landsman
|
house |
Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Sale
|
March 27, 2025 |
$$50,001 - $100,000 |
April 8, 2025 |
|
Greg Landsman
|
house |
Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Sale
|
March 27, 2025 |
$$50,001 - $100,000 |
April 8, 2025 |
|
Greg Landsman
|
house |
Simon Property Group, Inc. Common Stock (SPG) |
SPG |
STOCK |
Sale
|
March 27, 2025 |
$$15,001 - $50,000 |
April 8, 2025 |
|
Greg Landsman
|
house |
Walt Disney Company (DIS) |
DIS |
STOCK |
Sale
|
March 27, 2025 |
$$1,001 - $15,000 |
April 8, 2025 |
|
Greg Landsman
|
house |
Zoetis Inc. Class A Common Stock |
ZTS |
STOCK |
Sale
|
March 27, 2025 |
$$1,001 - $15,000 |
April 8, 2025 |
|
John Phelan
|
executive |
MSD Investment Corp. (BDC) |
MSDC |
FUND |
Sale
|
March 27, 2025 |
$$250,001 - $500,000 |
May 22, 2026 |
|
Sheri Biggs
|
house |
Morgan Stanley Finance [CS] |
CS |
STOCK |
Purchase
|
March 27, 2025 |
$$1,000,001 - $5,000,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
HSBC USA [CS] |
HSBC |
STOCK |
Purchase
|
March 27, 2025 |
$$250,001 - $500,000 |
Oct. 5, 2025 |
|
Tim Moore
|
house |
Yieldmax SMCI Optn Inc Strg ETRF (SMCY) |
SMCY |
ETF |
Purchase
|
March 27, 2025 |
$$50,001 |
April 14, 2025 |
|
Michael T. McCaul
|
house |
VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES |
VTSAX |
FUND |
PURCHASE
|
March 26, 2025 |
$$500,001-$1,000,000 |
Sept. 25, 2025 |
|
Sheri Biggs
|
house |
Morgan Stanley Finance [CS] |
CS |
STOCK |
Purchase
|
March 26, 2025 |
$$250,001 - |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
Bank of Nova Scotia [CS] |
BNS |
STOCK |
Purchase
|
March 26, 2025 |
$$250,001 - $500,000 |
Oct. 5, 2025 |
|
Donald J Trump
|
executive |
STARBUCKS CORP UNSOLICITED |
SBUX |
STOCK |
purchase
|
March 25, 2025 |
$$15,001 - $50,000 |
May 14, 2026 |
|
Donald J Trump
|
executive |
GOLDMAN SACHS GROUP INC UNSOLICITED |
GS |
STOCK |
purchase
|
March 25, 2025 |
$$15,001 - $50,000 |
May 14, 2026 |
|
Donald J Trump
|
executive |
BLOCK INC CL A UNSOLICITED |
SQ |
STOCK |
purchase
|
March 25, 2025 |
$$15,001 - $50,000 |
May 14, 2026 |
|
Donald J Trump
|
executive |
FISERV INC UNSOLICITED |
FISV |
STOCK |
purchase
|
March 25, 2025 |
$$15,001 - $50,000 |
May 14, 2026 |
|
Donald J Trump
|
executive |
SYNCHRONY FINL UNSOLICITED |
SYF |
STOCK |
purchase
|
March 25, 2025 |
$$15,001 - $50,000 |
May 14, 2026 |
|
Donald J Trump
|
executive |
OTIS WORLDWIDE CORP UNSOLICITED |
OTIS |
STOCK |
purchase
|
March 25, 2025 |
$$15,001 - $50,000 |
May 14, 2026 |
|
Troy D Edgar
|
executive |
Morgan Stanley (MS) |
MS |
STOCK |
Sale
|
March 25, 2025 |
$$1,001 - $15,000 |
May 14, 2025 |