|
Daniel Goldman
|
house |
CenterPoint Energy, Inc (CNP) |
CNP |
STOCK |
Sale
|
Jan. 31, 2023 |
$$15,001 - $50,000 |
Feb. 24, 2023 |
|
Daniel Goldman
|
house |
Apple Inc. (AAPL) |
AAPL |
STOCK |
Sale
|
Jan. 31, 2023 |
$$15,001 - $50,000 |
Feb. 24, 2023 |
|
Daniel Goldman
|
house |
Aptiv PLC Ordinary Shares (APTV) |
APTV |
STOCK |
Purchase
|
Jan. 31, 2023 |
$$15,001 - $50,000 |
Feb. 24, 2023 |
|
Daniel Goldman
|
house |
Keurig Dr Pepper Inc. (KDP) |
KDP |
STOCK |
Purchase
|
Jan. 31, 2023 |
$$15,001 - $50,000 |
Feb. 24, 2023 |
|
Daniel Goldman
|
house |
HP Inc. (HPQ) |
HPQ |
STOCK |
Purchase
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
Feb. 24, 2023 |
|
Daniel Goldman
|
house |
Enphase Energy, Inc. (ENPH) |
ENPH |
STOCK |
Sale
|
Jan. 31, 2023 |
$$15,001 - $50,000 |
Feb. 24, 2023 |
|
Unknown
|
Unknown |
PUTNAM ULTRA SHORT DURATION INCOME FUND CLASS A |
PUSAX |
FUND |
Sale
|
Jan. 31, 2023 |
$$100,001 - $250,000 |
None |
|
Daniel Goldman
|
house |
Horizon Therapeutics Public Limited Company - Ordinary Shares (HZNP) |
HZNP |
STOCK |
Sale
|
Jan. 31, 2023 |
$$15,001 - $50,000 |
Feb. 24, 2023 |
|
Daniel Goldman
|
house |
Sarepta Therapeutics, Inc. (SRPT) |
SRPT |
STOCK |
Sale
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
Feb. 24, 2023 |
|
Daniel Goldman
|
house |
Pepsico, Inc. (PEP) |
PEP |
STOCK |
Sale
|
Jan. 31, 2023 |
$$15,001 - $50,000 |
Feb. 24, 2023 |
|
Daniel Goldman
|
house |
Public Service Enterprise Group Incorporated (PEG) |
PEG |
STOCK |
Purchase
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
Feb. 24, 2023 |
|
Thomas H. Kean
|
house |
Bank of America 7.25% Conv Pfd Series L (BAC.PL) |
BAC.PL |
FIXED INCOME |
Purchase
|
Jan. 27, 2023 |
$$15,001 - $50,000 |
Feb. 11, 2023 |
|
Thomas H. Kean
|
house |
S&P Global Inc. (SPGI) |
SPGI |
STOCK |
Purchase
|
Jan. 27, 2023 |
$$15,001 - $50,000 |
Feb. 11, 2023 |
|
Josh Gottheimer
|
house |
Apple Inc. (AAPL) |
AAPL |
STOCK |
Sale
|
Jan. 27, 2023 |
$$1,001 - $15,000 |
Feb. 17, 2023 |
|
Shri Thanedar
|
house |
Apollo Global Management, Inc. (APO) |
APO |
STOCK |
Purchase
|
Jan. 23, 2023 |
$$100,001 - $250,000 |
Feb. 9, 2023 |
|
Shri Thanedar
|
house |
American Express Company (AXP) |
AXP |
STOCK |
Purchase
|
Jan. 23, 2023 |
$$1,001 - $15,000 |
Feb. 9, 2023 |
|
Shri Thanedar
|
house |
American Express Company (AXP) |
AXP |
STOCK |
Purchase
|
Jan. 23, 2023 |
$$1,001 - $15,000 |
Feb. 9, 2023 |
|
Shri Thanedar
|
house |
COMPASS Pathways Plc - American Depository Shares (CMPS) |
CMPS |
STOCK |
Sale
|
Jan. 23, 2023 |
$$1,001 - $15,000 |
Feb. 9, 2023 |
|
Shri Thanedar
|
house |
Apollo Global Management, Inc. (APO) |
APO |
STOCK |
Purchase
|
Jan. 23, 2023 |
$$1,001 - $15,000 |
Feb. 9, 2023 |
|
Shri Thanedar
|
house |
Apollo Global Management, Inc. (APO) |
APO |
STOCK |
Purchase
|
Jan. 23, 2023 |
$$1,001 - $15,000 |
Feb. 9, 2023 |
|
Shri Thanedar
|
house |
American Express Company (AXP) |
AXP |
STOCK |
Purchase
|
Jan. 23, 2023 |
$$50,001 - $100,000 |
Feb. 9, 2023 |
|
Josh Gottheimer
|
house |
Shopify Inc. Class A Subordinate Voting Shares (SHOP) |
SHOP |
STOCK |
Purchase
|
Jan. 23, 2023 |
$$1,001 - $15,000 |
Feb. 17, 2023 |
|
Donald J Trump
|
executive |
PNC FINL SERVICES |
PNC |
STOCK |
purchase
|
Jan. 23, 2023 |
$$100,001 - $250,000 |
May 14, 2026 |
|
Donald J Trump
|
executive |
HP INC |
HPQ |
STOCK |
purchase
|
Jan. 23, 2023 |
$Yes $1,001 - $15,000 |
May 14, 2026 |
|
Donald J Trump
|
executive |
PAYLOCITY HLDG CORP |
PCTY |
STOCK |
purchase
|
Jan. 21, 2023 |
$$1,001 - $15,000 |
May 14, 2026 |