|
Francis Rooney
|
house |
Goldman Sachs Group Inc |
GS |
STOCK |
Purchase
|
Sept. 26, 2019 |
$$500,001-$1,000,000 |
Aug. 13, 2019 |
|
Francis Rooney
|
house |
Citigroup Inc |
C |
STOCK |
Purchase
|
Sept. 26, 2019 |
$$250,001-$500,000 |
Aug. 13, 2019 |
|
Francis Rooney
|
house |
Morgan Stanley |
MS |
STOCK |
Purchase
|
Sept. 26, 2019 |
$$1,000,001-$5,000,000 |
Aug. 13, 2019 |
|
Francis Rooney
|
house |
Deutsche Bank AG |
DB |
STOCK |
Purchase
|
Sept. 26, 2019 |
$$15,001-$50,000 |
Aug. 13, 2019 |
|
Francis Rooney
|
house |
General Dynamics Corp |
GD |
STOCK |
Purchase
|
Sept. 26, 2019 |
$$1,000-$5,000 |
Aug. 13, 2019 |
|
Francis Rooney
|
house |
General Electric Co |
GE |
STOCK |
Purchase
|
Sept. 26, 2019 |
$$50,001-$100,000 |
Aug. 13, 2019 |
|
Francis Rooney
|
house |
Bank of America Corp |
BAC |
STOCK |
Purchase
|
Sept. 26, 2019 |
$$1,000-$5,000 |
Aug. 13, 2019 |
|
Francis Rooney
|
house |
JPMorgan Chase & Co |
JPM |
STOCK |
Purchase
|
Sept. 26, 2019 |
$$100,001-$250,000 |
Aug. 13, 2019 |
|
Francis Rooney
|
house |
Vera Emerging - Oil and Gas Investments - Colombia |
|
PRIVATE EQUITY |
SALE
|
Sept. 24, 2019 |
$$100,001-$250,000 |
Sept. 12, 2019 |
|
Francis Rooney
|
house |
Vera Emerging - Oil and Gas Investments - Colombia |
|
PRIVATE EQUITY |
PURCHASE
|
Sept. 24, 2019 |
$$100,001-$250,000 |
Sept. 12, 2019 |
|
Francis Rooney
|
house |
Columbia Tech - S&P 500 Index Portfolio |
|
FUND |
PURCHASE
|
Sept. 24, 2019 |
$$100,001-$250,000 |
Sept. 12, 2019 |
|
Francis Rooney
|
house |
Brown Advisory - Hampshire Co, GA Sales Tax Rate 15% (Due 12/31/2023-2030) |
|
FIXED INCOME |
Purchase
|
Sept. 24, 2019 |
$$1,000-$15,000 |
March 12, 2019 |
|
Francis Rooney
|
house |
Columbia Tech - S&P 500 Index Portfolio |
|
FUND |
SALE
|
Sept. 23, 2019 |
$$100,001-$250,000 |
Sept. 12, 2019 |
|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Sept. 23, 2019 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
Washington Mutual Mortgage Backed Sec - VORN TDS SPV 2, 1.1% DUE 02-02-2019 |
|
FIXED INCOME |
SALE
|
Sept. 17, 2019 |
$$15,000.01-$50,000 |
Nov. 14, 2019 |
|
Francis Rooney
|
house |
Brown Advisory - Hampshire Co, GA Sales Tax Rate 15% (Due 12/31/2023-2030) |
|
FIXED INCOME |
Purchase
|
Sept. 17, 2019 |
$$1,000-$15,000 |
March 12, 2019 |
|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Sept. 16, 2019 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
Brown Advisory - Hampshire Co, GA Sales Tax Rate 15% (Due 12/31/2023-2030) |
|
FIXED INCOME |
Purchase
|
Sept. 10, 2019 |
$$1,000-$15,000 |
March 12, 2019 |
|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Sept. 9, 2019 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
Brown Advisory - Hampshire Co, GA Sales Tax Rate 15% (Due 12/31/2023-2030) |
|
FIXED INCOME |
Purchase
|
Sept. 3, 2019 |
$$1,000-$15,000 |
March 12, 2019 |
|
Francis Rooney
|
house |
BNY Mellon - MAXSHARE STRATEGY FLOATING RATE INCOME FUND |
MAXSX |
FUND |
Purchase
|
Sept. 2, 2019 |
$$1,000.01-$15,000 |
Jan. 15, 2019 |
|
Francis Rooney
|
house |
FIDELITY LIBERTY SERIES 2019-QJ |
|
FIXED INCOME |
PURCHASE
|
Aug. 30, 2019 |
$$1,000-15,000 |
March 15, 2018 |
|
Francis Rooney
|
house |
FIDELITY LIBERTY SERIES 2019-QI |
|
FIXED INCOME |
PURCHASE
|
Aug. 30, 2019 |
$$1,000-15,000 |
March 15, 2018 |
|
Francis Rooney
|
house |
FIDELITY LIBERTY SERIES 2019-GM |
|
FIXED INCOME |
PURCHASE
|
Aug. 30, 2019 |
$$1,000-15,000 |
March 15, 2018 |
|
Francis Rooney
|
house |
FIDELITY LIBERTY SERIES 2019-QH |
|
BOND |
PURCHASE
|
Aug. 30, 2019 |
$$1,000-15,000 |
March 15, 2018 |