|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Feb. 17, 2020 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Feb. 10, 2020 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
Brown Advisory - On Shore Core Mid-Cap Opportunity Fund |
|
FUND |
PURCHASE
|
Feb. 4, 2020 |
$$1,000-10,000 |
Aug. 25, 2020 |
|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Feb. 3, 2020 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Jan. 27, 2020 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
Drax Energy Holdings, LLC (General partner) |
|
PRIVATE EQUITY |
Partial Sale
|
Jan. 21, 2020 |
$$1,000-$15,000 |
Feb. 25, 2020 |
|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Jan. 20, 2020 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Jan. 13, 2020 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Jan. 6, 2020 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
Brown Advisory - On Shore Core Mid-Cap Opportunity Fund |
|
FUND |
PURCHASE
|
Jan. 3, 2020 |
$$1,000-10,000 |
Aug. 25, 2020 |
|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Dec. 30, 2019 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
SP Belmont Land, LLC - property investment in 59775 Belmont Executive Plaza, Ashburn, VA |
|
REAL ESTATE |
PURCHASE
|
Dec. 23, 2019 |
$$100,001-250,000 |
Dec. 17, 2019 |
|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Dec. 23, 2019 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
Owners Capital, LLC Purchase Interest in 59775 Belmont Executive Plaza, Ashburn, VA |
|
REAL ESTATE |
PURCHASE
|
Dec. 23, 2019 |
$$100,001-250,000 |
Dec. 17, 2019 |
|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Dec. 16, 2019 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Dec. 9, 2019 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Dec. 2, 2019 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
Owners Activity - DuPont de Nemours, Inc |
DD |
STOCK |
PURCHASE
|
Nov. 28, 2019 |
$$1,000-15,000 |
Dec. 17, 2019 |
|
Francis Rooney
|
house |
Owners Activity -- Newmont Corp., Nasdaq: NEM |
NEM |
STOCK |
PURCHASE
|
Nov. 28, 2019 |
$$1,000-15,000 |
Dec. 17, 2019 |
|
Francis Rooney
|
house |
Owners Activity - Occidental Petroleum Corp. |
OXY |
STOCK |
PURCHASE
|
Nov. 28, 2019 |
$$1,000-15,000 |
Dec. 17, 2019 |
|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Nov. 25, 2019 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
Brown Advisory - Brown Advisory Tax Exempt Bond Fund CI neat |
|
FUND |
SALE
|
Nov. 24, 2019 |
$$1,000-15,000 |
April 2, 2019 |
|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Nov. 18, 2019 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Nov. 11, 2019 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
Federal National Mortgage Association Bond Fund |
|
FUND |
PURCHASE
|
Nov. 8, 2019 |
$$1,000.01-$15,000 |
Nov. 14, 2019 |