|
Gilbert Cisneros
|
house |
Square, Inc. Class A (SQ) |
SQ |
STOCK |
Sale (partial)
|
Aug. 10, 2020 |
$$15,001 - $50,000 |
Sept. 14, 2020 |
|
Gilbert Cisneros
|
house |
Sherwin-Williams Company (SHW) |
SHW |
STOCK |
Purchase
|
Aug. 10, 2020 |
$$1,001 - $15,000 |
Sept. 14, 2020 |
|
Joe Courtney
|
house |
Zoetis Inc. Class A (ZTS) |
ZTS |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Sherwin-Williams Company (SHW) |
SHW |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Ross Stores, Inc. (ROST) |
ROST |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Microsoft Corporation (MSFT) |
MSFT |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
IShares MSCI EM ESG Optimized |
ESGD |
ETF |
Purchase
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Constellation brands, Inc. (STZ) |
STZ |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Josh Gottheimer
|
house |
Charles Schwab Corporation (SCHW) |
SCHW |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Sept. 20, 2020 |
|
Lois Frankel
|
house |
Henry Schein, Inc. (HSIC) |
HSIC |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 24, 2020 |
|
Joe Courtney
|
house |
Cisco Systems, Inc. (CSCO) |
CSCO |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Walt disney Company (dIS) |
DIS |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
delaware Small Cap Core Fund |
DSCFX |
FUND |
Purchase
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Calvert Equity Fund |
CSIEX |
FUND |
Purchase
|
Aug. 7, 2020 |
$$15,001 - $50,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Costco Wholesale Corporation (COST) |
COST |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Josh Gottheimer
|
house |
Las Vegas Sands Corp. (LVS) |
LVS |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Sept. 20, 2020 |
|
Mark W Menezes
|
executive |
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) |
SWVXX |
FUND |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Oct. 28, 2020 |
|
Mark W Menezes
|
executive |
Etsy, Inc. (ETSY) |
ETSY |
STOCK |
Purchase
|
Aug. 6, 2020 |
$$1,001 - $15,000 |
Oct. 28, 2020 |
|
Mark W Menezes
|
executive |
Spotify Technology |
SPOT |
STOCK |
Purchase
|
Aug. 5, 2020 |
$$1,001 - $15,000 |
Oct. 28, 2020 |
|
Josh Gottheimer
|
house |
HubSpot, Inc. (HUbS) |
HUBS |
STOCK |
Sale
|
Aug. 5, 2020 |
$$1,001 - $15,000 |
Sept. 20, 2020 |
|
Gilbert Cisneros
|
house |
Verisk Analytics, Inc. (VRSK) |
VRSK |
STOCK |
Sale (partial)
|
Aug. 5, 2020 |
$$1,001 - $15,000 |
Sept. 14, 2020 |
|
Susie Lee
|
house |
STORE Capital Corporation (STOR) |
STOR |
REAL ESTATE |
Purchase
|
Aug. 5, 2020 |
$$1,001 - $15,000 |
Oct. 7, 2020 |
|
Unknown
|
Unknown |
Western Midstream Partners, lP Common units Representing limited Partner Interests (WES) |
WES |
STOCK |
Purchase
|
Aug. 4, 2020 |
$$1,001 - $15,000 |
None |
|
Unknown
|
Unknown |
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) |
TSM |
STOCK |
Sale (partial)
|
Aug. 4, 2020 |
$$50,001 - $100,000 |
None |
|
Unknown
|
Unknown |
Sysmex Corporation unsponsored AdR (SSMXY) |
SSMXY |
STOCK |
Purchase
|
Aug. 4, 2020 |
$$15,001 - $50,000 |
None |