|
Jefferson Shreve
|
house |
South Jordan Utah Sales Tax Rev 5.00 2028-8-15 |
|
BOND |
Sale
|
May 13, 2025 |
$$1,001 - $15,000 |
June 22, 2025 |
|
Jefferson Shreve
|
house |
Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15 |
|
BOND |
Sale
|
May 13, 2025 |
$$15,001 - $50,000 |
June 22, 2025 |
|
Jefferson Shreve
|
house |
Texas Tech Univ Revs 5.000 2029-02-15 [GS] |
|
BOND |
Portfolio Rebalance
|
May 13, 2025 |
$$1,001 - $15,000 |
June 22, 2025 |
|
Donald J Trump
|
executive |
Fifth Third Bancoro 7.5938% 12/31/49 |
|
BOND |
Purchase
|
May 12, 2025 |
$$50,001 - $100,000 |
March 4, 2026 |
|
Donald J Trump
|
executive |
AIR LEASE CORP TIER I PERP G 4.6500% 12/31/49 |
|
BOND |
Purchase
|
May 12, 2025 |
$$15,001 - $50,000 |
March 4, 2026 |
|
Jefferson Shreve
|
house |
Palo Alto Networks, Inc. (PANW) |
PANW |
STOCK |
Sale
|
May 12, 2025 |
$$15,001 - $50,000 |
June 22, 2025 |
|
Donald J Trump
|
executive |
JPMORGAN CHASE & CO PERP NN 6.8750% |
|
BOND |
Purchase
|
May 12, 2025 |
$$50,001 - $100,000 |
March 4, 2026 |
|
Donald J Trump
|
executive |
SCHWAB CHARLES CORP PERP SUB 4.0000% |
|
FIXED INCOME |
Purchase
|
May 12, 2025 |
$$100,001 - $250,000 |
March 4, 2026 |
|
Donald J Trump
|
executive |
MORGAN STANLEY PERP JR GLBL 5.8750% |
|
BOND |
Purchase
|
May 12, 2025 |
$$15,001 - $50,000 |
March 4, 2026 |
|
Donald J Trump
|
executive |
JPMORGAN CHASE & CO ALT TIER 3.6500% 12/31/49 |
|
BOND |
Purchase
|
May 12, 2025 |
$$15,001 - $50,000 |
March 4, 2026 |
|
Jefferson Shreve
|
house |
Arista Networks, Inc. Common Stock (ANET) |
ANET |
STOCK |
Sale
|
May 12, 2025 |
$$50,001 |
June 22, 2025 |
|
Rohit Khanna
|
house |
ELANCO ANIMAL HEALTH INCORPORATED HOLDINGS P |
ELAN |
STOCK |
Purchase
|
May 12, 2025 |
$nan |
June 10, 2025 |
|
Rohit Khanna
|
house |
ELANCO ANIMAL HEALTH INCORPORAN CMAN |
ELAN |
STOCK |
Purchase
|
May 12, 2025 |
$nan |
June 10, 2025 |
|
Donald J Trump
|
executive |
JPMORGAN CHASE & CO ALT TIER 3.6500% 12/31/49 |
|
BOND |
Purchase
|
May 9, 2025 |
$$1,001 - $15,000 |
March 4, 2026 |
|
Donald J Trump
|
executive |
AIR LEASE CORP TIER I PERP G 4.6500% 12/31/49 |
|
BOND |
Purchase
|
May 9, 2025 |
$$1,001 - $15,000 |
March 4, 2026 |
|
Donald J Trump
|
executive |
HUNTINGTON BANCSHARES INC Tl 5.6250% 12/31/49 |
HBAN |
BOND |
Purchase
|
May 9, 2025 |
$$1,001 - $15,000 |
March 4, 2026 |
|
Donald J Trump
|
executive |
SCHWAB CHARLES CORP PERP SUB 4.0000% |
|
FIXED INCOME |
Purchase
|
May 9, 2025 |
$$15,001 - $50,000 |
March 4, 2026 |
|
Donald J Trump
|
executive |
MORGAN STANLEY PERP JR GLBL 5.8750% |
|
BOND |
Purchase
|
May 9, 2025 |
$$50,001 - $100,000 |
March 4, 2026 |
|
Donald J Trump
|
executive |
US BANCORP ALT TIER I PERP 5.3000% 12/31/49 |
|
FIXED INCOME |
Purchase
|
May 9, 2025 |
$$100,001 - $250,000 |
March 4, 2026 |
|
Donald J Trump
|
executive |
US BANCORP ALT TIER I PERP 5.3000% 12/31/49 |
|
FIXED INCOME |
Purchase
|
May 9, 2025 |
$$50,001 - $100,000 |
March 4, 2026 |
|
Donald J Trump
|
executive |
BP CAP MKTS PLC PERP SUB G 6.4500% |
|
BOND |
Purchase
|
May 9, 2025 |
$$15,001 - $50,000 |
March 4, 2026 |
|
Donald J Trump
|
executive |
NATWEST GROUP PLC ALT TIER 1 8.1250% 12/31/49 |
|
FIXED INCOME |
Purchase
|
May 9, 2025 |
$$250,001 - $500,000 |
March 4, 2026 |
|
Donald J Trump
|
executive |
MORGAN STANLEY PERP JR GLBL 5.8750% |
|
BOND |
Purchase
|
May 9, 2025 |
$$50,001 - $100,000 |
March 4, 2026 |
|
Donald J Trump
|
executive |
NORTHERN TR CORP ALT TIER I 4.6000% 12/31/49 |
|
BOND |
Purchase
|
May 9, 2025 |
$$50,001 - $100,000 |
March 4, 2026 |
|
Donald J Trump
|
executive |
NORTHERN TR CORP ALT TIER I 4.6000% 12/31/49 |
|
BOND |
Purchase
|
May 9, 2025 |
$$1,001 - $15,000 |
March 4, 2026 |