|
Joe Courtney
|
house |
delaware Small Cap Core Fund |
DSCFX |
FUND |
Purchase
|
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 |
Microsoft Corporation (MSFT) |
MSFT |
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 |
|
Josh Gottheimer
|
house |
Charles Schwab Corporation (SCHW) |
SCHW |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Sept. 20, 2020 |
|
Josh Gottheimer
|
house |
Las Vegas Sands Corp. (LVS) |
LVS |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Sept. 20, 2020 |
|
Joe Courtney
|
house |
Sherwin-Williams Company (SHW) |
SHW |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Mark W Menezes
|
executive |
Etsy, Inc. (ETSY) |
ETSY |
STOCK |
Purchase
|
Aug. 6, 2020 |
$$1,001 - $15,000 |
Oct. 28, 2020 |
|
Josh Gottheimer
|
house |
HubSpot, Inc. (HUbS) |
HUBS |
STOCK |
Sale
|
Aug. 5, 2020 |
$$1,001 - $15,000 |
Sept. 20, 2020 |
|
Susie Lee
|
house |
STORE Capital Corporation (STOR) |
STOR |
REAL ESTATE |
Purchase
|
Aug. 5, 2020 |
$$1,001 - $15,000 |
Oct. 7, 2020 |
|
Mark W Menezes
|
executive |
Spotify Technology |
SPOT |
STOCK |
Purchase
|
Aug. 5, 2020 |
$$1,001 - $15,000 |
Oct. 28, 2020 |
|
Gilbert Cisneros
|
house |
Verisk Analytics, Inc. (VRSK) |
VRSK |
STOCK |
Sale (partial)
|
Aug. 5, 2020 |
$$1,001 - $15,000 |
Sept. 14, 2020 |
|
Josh Gottheimer
|
house |
Ross Stores, Inc. (ROST) |
ROST |
STOCK |
Sale
|
Aug. 4, 2020 |
$$1,001 - $15,000 |
Sept. 20, 2020 |
|
Mark Green
|
house |
Western Midstream Partners, lP Common units Representing limited Partner Interests (WES) |
WES |
STOCK |
Purchase
|
Aug. 4, 2020 |
$$1,001 - $15,000 |
Aug. 12, 2020 |
|
Earl Blumenauer
|
house |
u.S. Bancorp (uSB) [ST] |
USB |
STOCK |
Sale (partial)
|
Aug. 4, 2020 |
$$1,001 - $15,000 |
Sept. 10, 2020 |
|
Josh Gottheimer
|
house |
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) |
TSM |
STOCK |
Sale
|
Aug. 4, 2020 |
$$1,001 - $15,000 |
Sept. 20, 2020 |
|
Josh Gottheimer
|
house |
Starbucks Corporation (SbUX) |
SBUX |
STOCK |
Sale
|
Aug. 4, 2020 |
$$1,001 - $15,000 |
Sept. 20, 2020 |
|
Gilbert Cisneros
|
house |
Verisk Analytics, Inc. (VRSK) |
VRSK |
STOCK |
Sale (partial)
|
Aug. 4, 2020 |
$$1,001 - $15,000 |
Aug. 19, 2020 |
|
Greg Gianforte
|
house |
Shionogi & Co Ltd unsponsored AdR (SGIOY) |
SGIOY |
STOCK |
Purchase
|
Aug. 4, 2020 |
$$15,001 - $50,000 |
Aug. 18, 2020 |
|
Greg Gianforte
|
house |
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) |
TSM |
STOCK |
Sale (partial)
|
Aug. 4, 2020 |
$$50,001 - $100,000 |
Aug. 18, 2020 |
|
Greg Gianforte
|
house |
Symrise Ag unsponsored AdR (SYIEY) |
SYIEY |
STOCK |
Purchase
|
Aug. 4, 2020 |
$$15,001 - $50,000 |
Aug. 18, 2020 |
|
Greg Gianforte
|
house |
dassault Systemes, S.A. American depositary Shares |
DASTY |
STOCK |
Sale (partial)
|
Aug. 4, 2020 |
$$15,001 - $50,000 |
Aug. 18, 2020 |
|
Greg Gianforte
|
house |
Sysmex Corporation unsponsored AdR (SSMXY) |
SSMXY |
STOCK |
Purchase
|
Aug. 4, 2020 |
$$15,001 - $50,000 |
Aug. 18, 2020 |
|
Greg Gianforte
|
house |
SGS SA AdR (SGSOY) |
SGSOY |
STOCK |
Sale (partial)
|
Aug. 4, 2020 |
$$15,001 - $50,000 |
Aug. 18, 2020 |
|
Josh Gottheimer
|
house |
Seattle Genetics, Inc. (SGEN) |
SGEN |
STOCK |
Purchase
|
Aug. 3, 2020 |
$$1,001 - $15,000 |
Sept. 20, 2020 |