|
Ann Wagner
|
house |
Akamas City LTD Tax Note No 2021 3.00% 2/15/2022 |
|
NOTE |
Purchase
|
March 15, 2021 |
$$100,001-$250,000 |
April 9, 2021 |
|
Thomas Suozzi
|
house |
C3.ai, Inc. Class A (AI) |
AI |
STOCK |
Purchase
|
March 15, 2021 |
$$1,001 - $15,000 |
Sept. 23, 2021 |
|
Dean Phillips
|
house |
Wachovia Cap Trust III Var Rt |
|
FUND |
Sale
|
March 15, 2021 |
$$250,001 - $500,000 |
April 7, 2021 |
|
Michael T. McCaul
|
house |
Recurring Capital Fund II LP |
|
PRIVATE EQUITY |
SALE
|
March 15, 2021 |
$$50,001-$100,000 |
April 19, 2021 |
|
Michael T. McCaul
|
house |
Recurring Capital Fund II LP |
|
PRIVATE EQUITY |
SALE
|
March 15, 2021 |
$$50,001-$100,000 |
April 19, 2021 |
|
Michael T. McCaul
|
house |
LUMA PARTNERS LTD |
|
PRIVATE EQUITY |
SALE
|
March 15, 2021 |
$$50,001-$100,000 |
April 19, 2021 |
|
Michael T. McCaul
|
house |
Vanguard Inc |
|
FUND |
SALE
|
March 15, 2021 |
$$50,001-$100,000 |
April 19, 2021 |
|
James R. Langevin
|
house |
Facebook, Inc. - Class A (FB) Call Options, Strike Price $287.50, Expires 3/26/21 |
META |
OPTION |
Sale
|
March 15, 2021 |
$$1,001 - $15,000 |
April 9, 2021 |
|
Michael T. McCaul
|
house |
CHOH HNG FCN AGY SINGLE FAMILY |
|
REAL ESTATE |
PURCHASE
|
March 12, 2021 |
$$1,000-15,000 |
April 19, 2021 |
|
Michael T. McCaul
|
house |
Hennessey Advisors, Inc. |
|
PRIVATE EQUITY |
PURCHASE
|
March 12, 2021 |
$$1,000-15,000 |
April 19, 2021 |
|
Michael T. McCaul
|
house |
Piper Sandler, Inc |
|
PRIVATE EQUITY |
PURCHASE
|
March 12, 2021 |
$$15,001-$50,000 |
April 19, 2021 |
|
Josh Gottheimer
|
house |
Carvana Co. Class A (CVNA) |
CVNA |
STOCK |
Purchase
|
March 12, 2021 |
$$1,001 - $15,000 |
April 21, 2021 |
|
Neal Patrick MD, Facs Dunn
|
house |
bancorpSouth bank 5.50% Series S Non-Cumulative Perpetual Preferred Stock (bXS$A) |
BXSAP |
FIXED INCOME |
Purchase
|
March 11, 2021 |
$$100,001 - $250,000 |
March 24, 2021 |
|
Donald Sternoff Honorable Beyer
|
house |
ishares gold Trust (IAU) |
IAU |
ETF |
Sale
|
March 11, 2021 |
$$1,001 - $15,000 |
April 1, 2021 |
|
Donald Sternoff Honorable Beyer
|
house |
Kadant Inc (KAI) |
KAI |
STOCK |
Purchase
|
March 11, 2021 |
$$1,001 - $15,000 |
April 1, 2021 |
|
Ann Wagner
|
house |
King City Wah Sdn Bhd Not 4.14 Ltrs 1.75% 12/12/2024 |
|
BOND |
Purchase
|
March 11, 2021 |
$$50,001-$100,000 |
April 9, 2021 |
|
Michael T. McCaul
|
house |
TEMPLE TONING CO |
|
PRIVATE EQUITY |
PURCHASE
|
March 11, 2021 |
$$1,000-15,000 |
April 19, 2021 |
|
Tom Malinowski
|
house |
DoorDash, Inc. Class A (DASH) |
DASH |
STOCK |
Sale
|
March 11, 2021 |
$$1,001 - $15,000 |
April 10, 2021 |
|
Alan S. Lowenthal
|
house |
Adobe Inc. (ADBE) |
ADBE |
STOCK |
Purchase
|
March 11, 2021 |
$$1,001 - $15,000 |
March 23, 2021 |
|
Alan S. Lowenthal
|
house |
NVIDIA Corporation (NVDA) |
NVDA |
STOCK |
Purchase
|
March 11, 2021 |
$$1,001 - $15,000 |
March 23, 2021 |
|
Scott H. Peters
|
house |
uS Treasury Nootes [gS] |
|
NOTE |
S (partial)
|
March 10, 2021 |
$$500,001 - $1,000,000 |
April 14, 2021 |
|
Michael T. McCaul
|
house |
BERSHIRE HATHAWAY INC |
BRK.A |
STOCK |
PURCHASE
|
March 10, 2021 |
$$50,001-100,000 |
April 19, 2021 |
|
Michael T. McCaul
|
house |
BERSHIRE HATHAWAY INC |
BRK.A |
STOCK |
PURCHASE
|
March 10, 2021 |
$$50,001-100,000 |
April 19, 2021 |
|
Michael T. McCaul
|
house |
NEW YORK ST ENVIRONMENTAL FACS |
|
BOND |
PURCHASE
|
March 10, 2021 |
$$15,001-$50,000 |
April 19, 2021 |
|
Unknown
|
Unknown |
Autodesk, Inc. (ADSK) |
ADSK |
STOCK |
Purchase
|
March 10, 2021 |
$$1,001 - $15,000 |
None |