|
Christopher Landau
|
executive |
Fomento Económico Mexicano, S.A.B. de C.V. (FMX) |
FMX |
STOCK |
Sale
|
April 28, 2025 |
$$50,001 - $100,000 |
July 16, 2025 |
|
Christopher Landau
|
executive |
Westwood Salient MLP & Engy Infras Inst (SMLPX) |
SMLPX |
FUND |
Sale
|
April 28, 2025 |
$$500,001 - $1,000,000 |
July 16, 2025 |
|
Christopher Landau
|
executive |
Becton, Dickinson and Company (BDX) |
BDX |
STOCK |
Sale
|
April 28, 2025 |
$$15,001 - $50,000 |
July 16, 2025 |
|
Christopher Landau
|
executive |
Blackstone Inc. (BX) |
BX |
STOCK |
Sale
|
April 28, 2025 |
$$100,001 - $250,000 |
July 16, 2025 |
|
Christopher Landau
|
executive |
Royalty Pharma plc Class A Ordinary Shares (RPRX) |
RPRX |
STOCK |
Sale
|
April 28, 2025 |
$$100,001 - $250,000 |
July 16, 2025 |
|
Lori Chavez-DeRemer
|
executive |
EXPAND ENERGY CORP |
EXPN |
STOCK |
Sale
|
April 28, 2025 |
$$1,001 - $15,000 |
Sept. 9, 2025 |
|
Gilbert Cisneros
|
house |
Boston Scientific Corporation Common Stock (BSX) |
BSX |
STOCK |
Sale (partial)
|
April 28, 2025 |
$$1,001 - $15,000 |
May 6, 2025 |
|
Lori Chavez-DeRemer
|
executive |
EXXON MOBIL CORP |
XOM |
STOCK |
Sale
|
April 28, 2025 |
$$1,001 - $15,000 |
Sept. 9, 2025 |
|
Lori Chavez-DeRemer
|
executive |
LIBERTY MEDIA GROUP |
LSXMA |
STOCK |
Sale
|
April 28, 2025 |
$$1,001 - $15,000 |
Sept. 9, 2025 |
|
Paul R Lawrence
|
executive |
T Rowe Price Health Sciences Fund, Inc Class I Shares (THISX) |
THISX |
FUND |
Sale
|
April 28, 2025 |
$$15,001 - $50,000 |
July 11, 2025 |
|
Gilbert Cisneros
|
house |
Vaxcyte, Inc. - Common Stock (PCVX) |
PCVX |
STOCK |
Purchase
|
April 28, 2025 |
$$1,001 - $15,000 |
May 6, 2025 |
|
Sheri Biggs
|
house |
Oaktree Strategic Credit Fund Class S |
OSCRX |
FUND |
Purchase
|
April 28, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Lori Chavez-DeRemer
|
executive |
TJX COS INC NEW |
TJX |
STOCK |
Sale
|
April 28, 2025 |
$$1,001 - $15,000 |
Sept. 9, 2025 |
|
Julia Letlow
|
house |
Quest Diagnostics Incorporated Common Stock (DGX) |
DGX |
STOCK |
Purchase
|
April 28, 2025 |
$$1,001 - $15,000 |
Jan. 13, 2026 |
|
Guy Mr Reschenthaler
|
house |
XRP (Ripple) |
XRP |
CRYPTO |
Purchase
|
April 24, 2025 |
$$1,001 - $15,000 |
April 29, 2025 |
|
Christopher Landau
|
executive |
Municipal Total Return Managed Accounts Portfolio Common Shares (NMTRX) |
NMTRX |
FUND |
Sale
|
April 24, 2025 |
$$50,001 - $100,000 |
July 16, 2025 |
|
Christopher A Wright
|
executive |
Schwab US Large Cap ETF |
SCHX |
ETF |
Purchase
|
April 24, 2025 |
$$100,001 - $250,000 |
July 15, 2025 |
|
Christopher A Wright
|
executive |
Schwab Municipal Bond Fund |
SWAGX |
FUND |
Purchase
|
April 24, 2025 |
$$100,001 - $250,000 |
July 15, 2025 |
|
Christopher A Wright
|
executive |
Schwab Fund US Large Cap ETF |
SCHX |
ETF |
Purchase
|
April 24, 2025 |
$$100,001 - $250,000 |
July 15, 2025 |
|
Josh Gottheimer
|
house |
RTX Corporation Common Stock (RTX) |
RTX |
STOCK |
Purchase
|
April 23, 2025 |
$$1,001 - $15,000 |
May 14, 2025 |
|
Christopher A Wright
|
executive |
Schwab Municipal Bond Fund |
SWAGX |
FUND |
Purchase
|
April 23, 2025 |
$$100,001 - $250,000 |
July 15, 2025 |
|
Christopher A Wright
|
executive |
Schwab Fund US Large Cap ETF |
SCHX |
ETF |
Purchase
|
April 23, 2025 |
$$100,001 - $250,000 |
July 15, 2025 |
|
Christopher A Wright
|
executive |
Schwab US Large Cap ETF |
SCHX |
ETF |
Purchase
|
April 23, 2025 |
$$100,001 - $250,000 |
July 15, 2025 |
|
Christopher A Wright
|
executive |
GAJPX (Goldman Sachs Dynamic Municipal Income Fund) |
GAJPX |
FUND |
Purchase
|
April 23, 2025 |
$$1,001 - $15,000 |
July 15, 2025 |
|
Christopher A Wright
|
executive |
GGLPX (Goldman Sachs High Yield Municipal Fund) |
GGLPX |
FUND |
Purchase
|
April 23, 2025 |
$$1,001 - $15,000 |
July 15, 2025 |