|
Adewale Adeyemo
|
executive |
iShares ESG Aware MSCI EM ETF (ESGE) |
ESGE |
ETF |
Sale
|
Sept. 13, 2023 |
$$1,001 - $15,000 |
Dec. 13, 2023 |
|
William R. Keating
|
house |
SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 2.45000% 09/13/2029 |
SPG |
FIXED INCOME |
Sale
|
Sept. 13, 2023 |
$$15,001 - $50,000 |
Jan. 16, 2024 |
|
Adewale Adeyemo
|
executive |
iShares ESG MSCI EAFE ETF (ESGD) |
ESGD |
ETF |
Sale
|
Sept. 13, 2023 |
$$1,001 - $15,000 |
Dec. 13, 2023 |
|
Michael T. McCaul
|
house |
S&P GLOBAL INC |
SPGI |
STOCK |
PURCHASE
|
Sept. 12, 2023 |
$$1,000-$15,000 |
Sept. 14, 2023 |
|
Michael T. McCaul
|
house |
S&P GLOBAL INC |
SPGI |
STOCK |
PURCHASE
|
Sept. 12, 2023 |
$$1,000-$15,000 |
Sept. 14, 2023 |
|
Michael T. McCaul
|
house |
SO GO ARCTIC LTD NY |
SOGO |
STOCK |
PURCHASE
|
Sept. 12, 2023 |
$$1,000-15,000 |
Sept. 14, 2023 |
|
Rohit Khanna
|
house |
GOLDMAN SACHS GROUP INC |
GS |
STOCK |
Purchase
|
Sept. 12, 2023 |
$1,000-5,000 |
March 8, 2022 |
|
Rohit Khanna
|
house |
GOLDMAN SACHS GROUP INC |
GS |
STOCK |
Purchase
|
Sept. 11, 2023 |
$1,000-5,000 |
March 8, 2022 |
|
C. Scott Franklin
|
house |
Discover Financial Services (DFS) |
DFS |
STOCK |
Sale
|
Sept. 11, 2023 |
$$15,001 - $50,000 |
Oct. 12, 2023 |
|
C. Scott Franklin
|
house |
Microsoft Corporation (MSFT) [ST] |
MSFT |
STOCK |
Sale (partial)
|
Sept. 11, 2023 |
$$15,001 - |
Oct. 12, 2023 |
|
C. Scott Franklin
|
house |
Starbucks Corporation (SBUX) |
SBUX |
STOCK |
Sale
|
Sept. 11, 2023 |
$$15,001 - $50,000 |
Oct. 12, 2023 |
|
C. Scott Franklin
|
house |
United Parcel Service, Inc. (UPS) |
UPS |
STOCK |
Sale
|
Sept. 11, 2023 |
$$15,001 - $50,000 |
Oct. 12, 2023 |
|
Max Miller
|
house |
FIDELITY MID CAP INDEX FUND |
FSMDX |
FUND |
Purchase
|
Sept. 11, 2023 |
$$250,001-$500,000 |
May 31, 2023 |
|
C. Scott Franklin
|
house |
Cisco Systems, Inc. (CSCO) |
CSCO |
STOCK |
Sale (partial)
|
Sept. 11, 2023 |
$$50,001 - $100,000 |
Oct. 12, 2023 |
|
C. Scott Franklin
|
house |
Fidelity Mid-Cap Stock Fund (FMCSX) |
FMCSX |
FUND |
Sale
|
Sept. 11, 2023 |
$$1,001 - $15,000 |
Oct. 12, 2023 |
|
Lois Frankel
|
house |
Boston Scientific Corporation (BSX) |
BSX |
STOCK |
Sale
|
Sept. 8, 2023 |
$$1,001 - $15,000 |
Oct. 10, 2023 |
|
Lois Frankel
|
house |
Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) |
NSRGY |
STOCK |
Sale
|
Sept. 8, 2023 |
$$1,001 - $15,000 |
Oct. 10, 2023 |
|
Lois Frankel
|
house |
National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) |
NSA |
REAL ESTATE |
Sale
|
Sept. 8, 2023 |
$$1,001 - $15,000 |
Oct. 10, 2023 |
|
Lois Frankel
|
house |
Morgan Stanley (MS) |
MS |
STOCK |
Sale
|
Sept. 8, 2023 |
$$1,001 - $15,000 |
Oct. 10, 2023 |
|
Lois Frankel
|
house |
Watsco, Inc. (WSO) |
WSO |
STOCK |
Sale
|
Sept. 8, 2023 |
$$1,001 - $15,000 |
Oct. 10, 2023 |
|
Lois Frankel
|
house |
The Hershey Company (HSY) |
HSY |
STOCK |
Sale
|
Sept. 8, 2023 |
$$1,001 - $15,000 |
Oct. 10, 2023 |
|
Lois Frankel
|
house |
Sun Communities, Inc. (SUI) |
SUI |
STOCK |
Sale
|
Sept. 8, 2023 |
$$1,001 - $15,000 |
Oct. 10, 2023 |
|
Lois Frankel
|
house |
SS&C Technologies Holdings, Inc. (SSNC) |
SSNC |
STOCK |
Sale
|
Sept. 8, 2023 |
$$1,001 - $15,000 |
Oct. 10, 2023 |
|
Lois Frankel
|
house |
Hess Corporation (HES) |
HES |
STOCK |
Sale
|
Sept. 8, 2023 |
$$1,001 - $15,000 |
Oct. 10, 2023 |
|
Lois Frankel
|
house |
Caseys General Stores, Inc. (CASY) |
CASY |
STOCK |
Sale
|
Sept. 8, 2023 |
$$1,001 - $15,000 |
Oct. 10, 2023 |