|
Robert J. Wittman
|
house |
Broadcom Inc. (AVGO) |
AVGO |
STOCK |
Sale
|
June 13, 2023 |
$$1,001 - $15,000 |
Sept. 30, 2023 |
|
Robert J. Wittman
|
house |
S&P Global Inc. (SPGI) |
SPGI |
STOCK |
Purchase
|
June 13, 2023 |
$$1,001 - $15,000 |
Sept. 30, 2023 |
|
Robert J. Wittman
|
house |
JP Morgan Chase & Co. (JPM) |
JPM |
STOCK |
Purchase
|
May 30, 2023 |
$$1,001 - $15,000 |
June 9, 2023 |
|
Robert J. Wittman
|
house |
Accenture plc Class A Ordinary Shares (ACN) |
ACN |
STOCK |
Sale
|
April 21, 2023 |
$$1,001 - $15,000 |
Sept. 30, 2023 |
|
Robert J. Wittman
|
house |
Exxon Mobil Corporation (XOM) |
XOM |
STOCK |
Purchase
|
April 20, 2023 |
$$1,001 - $15,000 |
May 7, 2023 |
|
Robert J. Wittman
|
house |
Cisco Systems, Inc. (CSCO) |
CSCO |
STOCK |
Sale
|
April 20, 2023 |
$$1,001 - $15,000 |
May 7, 2023 |
|
Robert J. Wittman
|
house |
Ishares MSCI Euro Financial |
IEV |
ETF |
Purchase
|
Feb. 3, 2023 |
$$1,001 - $15,000 |
March 5, 2023 |
|
Robert J. Wittman
|
house |
Ishares US Pharmaceuticals ETF |
IHE |
ETF |
Purchase
|
Feb. 3, 2023 |
$$1,001 - $15,000 |
March 5, 2023 |
|
Robert J. Wittman
|
house |
SPDR Bloomberg Short Term HI |
SHYG |
ETF |
Sale
|
Feb. 3, 2023 |
$$1,001 - $15,000 |
March 5, 2023 |
|
Robert J. Wittman
|
house |
Vaneck Morningstar Intl Moat ETF |
MOAT |
ETF |
Purchase
|
Feb. 3, 2023 |
$$1,001 - $15,000 |
March 5, 2023 |
|
Robert J. Wittman
|
house |
Global X MSCI Norway ETF |
NORW |
ETF |
Sale
|
Feb. 3, 2023 |
$$1,001 - $15,000 |
March 5, 2023 |
|
Robert J. Wittman
|
house |
Ishares US Technology ETF |
IUIT |
ETF |
Sale (partial)
|
Feb. 3, 2023 |
$$1,001 - $15,000 |
March 5, 2023 |
|
Robert J. Wittman
|
house |
Microsoft Corporation (MSFT) |
MSFT |
STOCK |
Sale (partial)
|
Feb. 3, 2023 |
$$1,001 - $15,000 |
March 5, 2023 |
|
Robert J. Wittman
|
house |
Harding Loevner Intl Eqty Inst [OT] |
|
FUND |
Purchase
|
Jan. 20, 2023 |
$$1,001 - $15,000 |
Feb. 15, 2023 |
|
Robert J. Wittman
|
house |
Baxter International Inc. (BAX) [ST] |
BAX |
STOCK |
Sale
|
Jan. 20, 2023 |
$$1,001 - $15,000 |
Feb. 15, 2023 |
|
Robert J. Wittman
|
house |
Metropolitan West Tot Ret Bd I |
|
FUND |
Purchase
|
Jan. 17, 2023 |
$$15,001 - $50,000 |
Feb. 15, 2023 |
|
Robert J. Wittman
|
house |
Vanguard Total Bond Market |
BND |
ETF |
Sale
|
Jan. 17, 2023 |
$$15,001 - $50,000 |
Feb. 15, 2023 |
|
Robert J. Wittman
|
house |
AB Global Bond Adv [OT] |
AGGBX |
FUND |
Purchase
|
Jan. 17, 2023 |
$$15,001 - $50,000 |
Feb. 15, 2023 |
|
Robert J. Wittman
|
house |
Vanguard Total Intl Bond ETF |
BNDX |
ETF |
Sale
|
Jan. 17, 2023 |
$$15,001 - $50,000 |
Feb. 15, 2023 |
|
Robert J. Wittman
|
house |
Ishares Edge MSCI Min Vol USA |
MINV |
ETF |
Sale
|
Jan. 4, 2023 |
$$1,001 - $15,000 |
Feb. 15, 2023 |
|
Robert J. Wittman
|
house |
Harding Loevner Intl Eqty Inst [OT] |
|
FUND |
Purchase
|
Jan. 4, 2023 |
$$15,001 - $50,000 |
Feb. 15, 2023 |
|
Robert J. Wittman
|
house |
Virtus Vontobel Foreign Opp |
VFOOX |
FUND |
Sale
|
Jan. 4, 2023 |
$$15,001 - $50,000 |
Feb. 15, 2023 |
|
Robert J. Wittman
|
house |
Elevance Health, Inc. (ELV) [ST] |
ELV |
STOCK |
Sale (partial)
|
Jan. 3, 2023 |
$$1,001 - $15,000 |
Feb. 15, 2023 |
|
Robert J. Wittman
|
house |
Vanguard Total Inl Bond ETF [OT] |
BNDWX |
ETF |
Purchase
|
Dec. 21, 2022 |
$$1,001 - $15,000 |
Jan. 5, 2023 |
|
Robert J. Wittman
|
house |
Vanguard Total Bond Market ETF |
BND |
ETF |
Purchase
|
Dec. 21, 2022 |
$$1,001 - $15,000 |
Jan. 5, 2023 |