|
John W. Rose
|
house |
American Funds AMCAP Fund Class A M/F |
AMCPX |
FUND |
Sale
|
June 3, 2025 |
$$500,001 - $1,000,000 |
Sept. 12, 2026 |
|
John W. Rose
|
house |
AMERICAN FUNDS GROWTH FUND OF AMERICA FUND CL A M/F (Symbol: AGTHX) |
AGTHX |
FUND |
Purchase
|
June 3, 2025 |
$$250,001 - $500,000 |
July 4, 2025 |
|
John W. Rose
|
house |
AMERICAN FUNDS EUPAC FUND CL A M/F (Symbol: AEPGX) |
AEPGX |
FUND |
Purchase
|
June 3, 2025 |
$$250,001 - $500,000 |
July 4, 2025 |
|
Cleo Fields
|
house |
NVIDIA Corporation - Common Stock (NVDA) |
NVDA |
STOCK |
Purchase
|
June 3, 2025 |
$$100,001 - $250,000 |
July 1, 2025 |
|
Cleo Fields
|
house |
Apple Inc. - Common Stock (AAPL) |
AAPL |
STOCK |
Purchase
|
June 3, 2025 |
$$100,001 - $250,000 |
July 1, 2025 |
|
Rob Bresnahan
|
house |
Atlassian Corporation - Class A Common Stock (TEAM) |
TEAM |
STOCK |
Sale (partial)
|
June 3, 2025 |
$$1,001 - $15,000 |
July 8, 2025 |
|
Cleo Fields
|
house |
Apple Inc. - Common Stock (AAPL) |
AAPL |
STOCK |
Purchase
|
June 3, 2025 |
$$1,001 - $15,000 |
July 1, 2025 |
|
Cleo Fields
|
house |
NVIDIA Corporation - Common Stock (NVDA) |
NVDA |
STOCK |
Purchase
|
June 3, 2025 |
$$1,001 - $15,000 |
July 1, 2025 |
|
Josh Gottheimer
|
house |
Akamai Technologies, Inc. - Common Stock (AKAM) |
AKAM |
STOCK |
Sale
|
June 3, 2025 |
$$1,001 - $15,000 |
July 16, 2025 |
|
Cleo Fields
|
house |
NVIDIA Corporation - Common Stock (NVDA) |
NVDA |
STOCK |
Purchase
|
June 3, 2025 |
$$15,001 - $50,000 |
July 1, 2025 |
|
Tim Moore
|
house |
Apple Inc. - Common Stock (AAPL) |
AAPL |
STOCK |
Purchase
|
June 2, 2025 |
$$50,001 - $100,000 |
July 9, 2025 |
|
Lisa McClain
|
house |
Tesla, Inc. -- Common Stock |
TSLA |
STOCK |
S
|
June 2, 2025 |
$$15,001 - $50,000 |
Oct. 23, 2025 |
|
Rob Bresnahan
|
house |
OR ST SER J Municipal Bond |
|
BOND |
Sale
|
June 2, 2025 |
$$100,001 - $250,000 |
July 8, 2025 |
|
Tim Moore
|
house |
Apple Inc. - Common Stock (AAPL) |
AAPL |
STOCK |
Sale
|
June 2, 2025 |
$$100,001 - $250,000 |
July 9, 2025 |
|
Sheri Biggs
|
house |
Apollo Debt Solutions BDC Class S |
ADSN |
FUND |
Purchase
|
June 2, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Donald J Trump
|
executive |
HOUSTON TX ARPT SYS REV RFDG SUB LIEN SERB 8/E 5.00 % Duo Jul 1, 2026 |
|
BOND |
Purchase
|
June 2, 2025 |
$$100,001 -$250,000 |
Aug. 19, 2025 |
|
Donald J Trump
|
executive |
MICHIGAN ST HOSP FIN AUTH REV ASCENSION HLTH SR CR GRP 2010F 6 8/E 4.00 % Due Nov 15, 2047 |
|
BOND |
Purchase
|
June 2, 2025 |
$$500,001 -$1,000,000 |
Aug. 19, 2025 |
|
David H McCormick
|
senate |
PITTSBURGH PA GO Rate/Coupon: 5% Matures: 09/01/2040 |
|
BOND |
Purchase
|
June 2, 2025 |
$$250,001 - $500,000 |
July 2, 2025 |
|
John Phelan
|
executive |
RCG Momentum, LP |
|
FUND |
Purchase
|
June 2, 2025 |
$$250,001 - $500,000 |
Feb. 27, 2026 |
|
Donald J Trump
|
executive |
NEW YORK NY GO BOS FISCAL 5.0000% 08/01/29 |
|
BOND |
Purchase
|
June 2, 2025 |
$$500,001 -$1,000,000 |
Aug. 19, 2025 |
|
Donald J Trump
|
executive |
TEMPLE TX NT 8/E 4.00 % Duo Aua 1, 2026 |
|
NOTE |
Purchase
|
June 2, 2025 |
$$50,001 -$100,000 |
Aug. 19, 2025 |
|
Donald J Trump
|
executive |
NORTH SUMTER CNTY UTIL DEPENDENT DIST FL UTIL REV RFDG 2020 8/E 5.00 % Duo Oct 1, 2026 |
|
BOND |
Purchase
|
June 2, 2025 |
$$1,000,001 • $5,000,000 |
Aug. 19, 2025 |
|
Scott H. Peters
|
house |
East Bay MUD SYS CA [GS] |
|
BOND |
Sale (partial)
|
June 2, 2025 |
$$50,001 - $100,000 |
July 16, 2025 |
|
Unknown
|
Unknown |
Meta Platforms Inc |
META |
STOCK |
Purchase
|
May 30, 2025 |
$$1,001 - $15,000 |
None |
|
Unknown
|
Unknown |
REOFF XXVII, LLC |
|
PRIVATE EQUITY |
Purchase
|
May 30, 2025 |
$$1,000,001 - $5,000,000 |
None |