|
Daniel Goldman
|
house |
Spire Inc. (SR) |
SR |
STOCK |
Purchase
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
Feb. 24, 2023 |
|
Unknown
|
Unknown |
PUTNAM ULTRA SHORT DURATION INCOME FUND CLASS A |
PUSAX |
FUND |
Sale
|
Jan. 31, 2023 |
$$100,001 - $250,000 |
None |
|
Daniel Goldman
|
house |
Microsoft Corporation (MSFT) |
MSFT |
STOCK |
Sale (partial)
|
Jan. 31, 2023 |
$$50,001 - $100,000 |
Feb. 24, 2023 |
|
Josh Gottheimer
|
house |
Snap Inc. Class A (SNAP) |
SNAP |
STOCK |
Purchase
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
Feb. 17, 2023 |
|
Daniel Goldman
|
house |
Charles Schwab Corporation (SCHW) |
SCHW |
STOCK |
Sale
|
Jan. 31, 2023 |
$$15,001 - $50,000 |
Feb. 24, 2023 |
|
Daniel Goldman
|
house |
Cintas Corporation (CTAS) |
CTAS |
STOCK |
Sale
|
Jan. 31, 2023 |
$$15,001 - $50,000 |
Feb. 24, 2023 |
|
Daniel Goldman
|
house |
Costco Wholesale Corporation (COST) |
COST |
STOCK |
Sale
|
Jan. 31, 2023 |
$$15,001 - $50,000 |
Feb. 24, 2023 |
|
Daniel Goldman
|
house |
CVS Health Corporation (CVS) |
CVS |
STOCK |
Purchase
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
Feb. 24, 2023 |
|
Daniel Goldman
|
house |
Intuitive Surgical, Inc. (ISRG) |
ISRG |
STOCK |
Purchase
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
Feb. 24, 2023 |
|
Daniel Goldman
|
house |
ShockWave Medical, Inc. (SWAV) |
SWAV |
STOCK |
Sale (partial)
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
Feb. 24, 2023 |
|
Lois Frankel
|
house |
Autodesk, Inc. (ADSK) |
ADSK |
STOCK |
Purchase
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
March 13, 2023 |
|
Josh Gottheimer
|
house |
United Parcel Service, Inc. (UPS) |
UPS |
STOCK |
Sale
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
Feb. 17, 2023 |
|
Daniel Goldman
|
house |
Sarepta Therapeutics, Inc. (SRPT) |
SRPT |
STOCK |
Sale
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
Feb. 24, 2023 |
|
Daniel Goldman
|
house |
Viatris Inc. (VTRS) |
VTRS |
STOCK |
Purchase
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
Feb. 24, 2023 |
|
Josh Gottheimer
|
house |
Block, Inc. Class A Common Stock, (SQ) |
SQ |
STOCK |
Purchase
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
Feb. 17, 2023 |
|
Daniel Goldman
|
house |
Tesla, Inc. (TSLA) |
TSLA |
STOCK |
Sale (partial)
|
Jan. 31, 2023 |
$$100,001 - $250,000 |
Feb. 24, 2023 |
|
Daniel Goldman
|
house |
Sysco Corporation (SYY) |
SYY |
STOCK |
Purchase
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
Feb. 24, 2023 |
|
Daniel Goldman
|
house |
Syneos Health, Inc. - Class A (SYNH) |
SYNH |
STOCK |
Sale
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
Feb. 24, 2023 |
|
Daniel Goldman
|
house |
Zoetis Inc. Class A (ZTS) |
ZTS |
STOCK |
Purchase
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
Feb. 24, 2023 |
|
Daniel Goldman
|
house |
SunPower Corporation (SPWR) |
SPWR |
STOCK |
Sale
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
Feb. 24, 2023 |
|
Kevin Hern
|
house |
Republic Services, Inc. (RSG) |
RSG |
STOCK |
Sale
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
Feb. 14, 2023 |
|
Daniel Goldman
|
house |
U.S. Bancorp (USB) |
USB |
STOCK |
Purchase
|
Jan. 31, 2023 |
$$1,001 - $15,000 |
Feb. 24, 2023 |
|
Deborah Ross
|
house |
Microsoft Corporation (MSFT) |
MSFT |
STOCK |
Sale (partial)
|
Jan. 30, 2023 |
$$1,001 - $15,000 |
Feb. 13, 2023 |
|
Daniel Goldman
|
house |
Eisai Co Ltd American Depositary S |
ESALY |
STOCK |
Sale
|
Jan. 30, 2023 |
$$1,001 - $15,000 |
Feb. 24, 2023 |
|
Unknown
|
Unknown |
S&P Global Inc. (SPGI) |
SPGI |
STOCK |
Purchase
|
Jan. 27, 2023 |
$$15,001 - $50,000 |
None |