|
Christopher A Wright
|
executive |
Schwab Municipal Bond Fund |
SWAGX |
FUND |
Purchase
|
April 22, 2025 |
$$100,001 - $250,000 |
July 15, 2025 |
|
Christopher A Wright
|
executive |
Schwab Fund US Large Cap ETF |
SCHX |
ETF |
Purchase
|
April 22, 2025 |
$$100,001 - $250,000 |
July 15, 2025 |
|
Christopher A Wright
|
executive |
Schwab US Large Cap ETF |
SCHX |
ETF |
Purchase
|
April 22, 2025 |
$$250,001 - $500,000 |
July 15, 2025 |
|
Paul R Lawrence
|
executive |
Fidelity Software and IT Services Portfolio (FSCSX) |
FSCSX |
FUND |
Sale
|
April 22, 2025 |
$$15,001 - $50,000 |
July 11, 2025 |
|
Christopher A Wright
|
executive |
GGLPX (Goldman Sachs High Yield Municipal Fund) |
GGLPX |
FUND |
Purchase
|
April 22, 2025 |
$$50,001 - $100,000 |
July 15, 2025 |
|
Christopher A Wright
|
executive |
GAJPX (Goldman Sachs Dynamic Municipal Income Fund) |
GAJPX |
FUND |
Purchase
|
April 22, 2025 |
$$50,001 - $100,000 |
July 15, 2025 |
|
Christopher A Wright
|
executive |
DODFX (Dodge & Cox International Stock Fund) |
DODFX |
FUND |
Purchase
|
April 22, 2025 |
$$100,001 - $250,000 |
July 15, 2025 |
|
Julie Johnson
|
house |
Blackstone Inc. Common Stock (BX) |
BX |
STOCK |
Sale
|
April 22, 2025 |
$$1,001 - $15,000 |
May 14, 2025 |
|
Julia Letlow
|
house |
Dropbox, Inc. - Class A Common Stock (DBX) |
DBX |
STOCK |
Sale
|
April 22, 2025 |
$$1,001 - $15,000 |
Jan. 13, 2026 |
|
Christopher A Wright
|
executive |
Schwab US Large Cap ETF |
SCHX |
ETF |
Purchase
|
April 21, 2025 |
$$100,001 - $250,000 |
July 15, 2025 |
|
Christopher A Wright
|
executive |
Schwab Fund US Large Cap ETF |
SCHX |
ETF |
Purchase
|
April 21, 2025 |
$$100,001 - $250,000 |
July 15, 2025 |
|
Bruce Westerman
|
house |
RTX Corporation Common Stock (RTX) |
RTX |
STOCK |
Sale
|
April 21, 2025 |
$$1,001 - $15,000 |
May 12, 2025 |
|
Bruce Westerman
|
house |
Boston Scientific Corporation Common Stock (BSX) |
BSX |
STOCK |
Sale
|
April 21, 2025 |
$$1,001 - $15,000 |
May 12, 2025 |
|
Bruce Westerman
|
house |
Starbucks Corporation - Common Stock (SBUX) |
SBUX |
STOCK |
Sale
|
April 21, 2025 |
$$1,001 - $15,000 |
May 12, 2025 |
|
Bruce Westerman
|
house |
American Express Company Common Stock (AXP) |
AXP |
STOCK |
Purchase
|
April 21, 2025 |
$$1,001 - $15,000 |
May 12, 2025 |
|
Bruce Westerman
|
house |
Chevron Corporation Common Stock (CVX) |
CVX |
STOCK |
Sale
|
April 21, 2025 |
$$1,001 - $15,000 |
May 12, 2025 |
|
Bruce Westerman
|
house |
Hong Kong Exchanges & Clearing Ltd Unsponsored ADR (HKXCY) |
HKXCY |
STOCK |
Sale
|
April 21, 2025 |
$$1,001 - $15,000 |
May 12, 2025 |
|
Bruce Westerman
|
house |
CSX Corporation (CSX) |
CSX |
STOCK |
Sale
|
April 21, 2025 |
$$1,001 - $15,000 |
May 12, 2025 |
|
Bruce Westerman
|
house |
Freeport-McMoRan, Inc. Common Stock (FCX) |
FCX |
STOCK |
Sale
|
April 21, 2025 |
$$1,001 - $15,000 |
May 12, 2025 |
|
Bruce Westerman
|
house |
Exxon Mobil Corporation Common Stock (XOM) |
XOM |
STOCK |
Sale
|
April 21, 2025 |
$$1,001 - $15,000 |
May 12, 2025 |
|
Bruce Westerman
|
house |
Netflix, Inc. - Common Stock (NFLX) |
NFLX |
STOCK |
Sale
|
April 21, 2025 |
$$1,001 - $15,000 |
May 12, 2025 |
|
Unknown
|
Unknown |
Starbucks Corporation - Common Stock (SBUX) |
SBUX |
STOCK |
Sale
|
April 17, 2025 |
$$1,001 - $15,000 |
None |
|
Rohit Khanna
|
house |
PUT/XSP @ 555 EXP |
XSP |
OPTION |
Sale
|
April 17, 2025 |
$$1,001- $11,000 |
March 6, 2025 |
|
Unknown
|
Unknown |
Crinetics Pharmaceuticals, Inc. Common Stock (CRNX) |
CRNX |
STOCK |
Purchase
|
April 17, 2025 |
$$1,001 - $15,000 |
None |
|
Jefferson Shreve
|
house |
CSX Corporation (CSX) |
CSX |
STOCK |
Purchase
|
April 17, 2025 |
$$15,001 |
May 8, 2025 |