|
Unknown
|
Unknown |
American Express Company (AXP) |
AXP |
STOCK |
Purchase
|
June 24, 2020 |
$$100,001 - $250,000 |
None |
|
Susie Lee
|
house |
Bright Horizons Family Solutions Inc. (BFAM) |
BFAM |
STOCK |
Sale
|
June 24, 2020 |
$$1,001 - $15,000 |
July 10, 2020 |
|
Suzan K. DelBene
|
house |
New York ST Dorm Auth Sales Tax P |
|
FIXED INCOME |
P
|
June 24, 2020 |
$$15,001 - |
July 15, 2020 |
|
Mitchell M Zais
|
executive |
Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX) |
RTXAX |
FUND |
Sale
|
June 24, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
Broadcom, Inc. (AVGO) |
AVGO |
STOCK |
Purchase
|
June 24, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Greg Gianforte
|
house |
Cardtronics plc (CATM) |
CATM |
STOCK |
Purchase
|
June 24, 2020 |
$$15,001 - $50,000 |
July 1, 2020 |
|
Donald Sternoff Beyer
|
house |
ASML Holding N.V. - New York Registry Shares (ASML) |
ASML |
STOCK |
Purchase
|
June 24, 2020 |
$$1,001 - $15,000 |
July 3, 2020 |
|
John Curtis
|
house |
Onslow County, NC |
|
REAL ESTATE |
Purchase
|
June 23, 2020 |
$$1,001 - $15,000 |
July 1, 2020 |
|
Susie Lee
|
house |
Ulta Beauty, Inc. (ULTA) |
ULTA |
STOCK |
Sale
|
June 23, 2020 |
$$1,001 - $15,000 |
July 10, 2020 |
|
James R. Langevin
|
house |
Alibaba group Holding Limited American Depositary Shares (BABA) |
BABA |
STOCK |
Sale
|
June 23, 2020 |
$$1,001 - $15,000 |
Oct. 30, 2020 |
|
Susie Lee
|
house |
Mattel, Inc. (MAT) |
MAT |
STOCK |
Purchase
|
June 23, 2020 |
$$1,001 - $15,000 |
July 10, 2020 |
|
John Rutherford
|
house |
VALE S.A. American Depositary Shares Each Representing one common share (VALE) |
VALE |
STOCK |
Purchase
|
June 22, 2020 |
$$1,001 - $15,000 |
July 29, 2020 |
|
James R. Langevin
|
house |
HuYA Inc. American depositary shares |
HUYA |
STOCK |
Sale (partial)
|
June 22, 2020 |
$$15,001 - $50,000 |
July 23, 2020 |
|
James R. Langevin
|
house |
HuYA Inc. American depositary shares |
HUYA |
STOCK |
Sale
|
June 22, 2020 |
$$15,001 - $50,000 |
July 23, 2020 |
|
Harley E. Rouda
|
house |
AMAZON (AMZN) |
AMZN |
STOCK |
Purchase
|
June 22, 2020 |
$$100,001-$250,000 |
May 26, 2021 |
|
Mitchell M Zais
|
executive |
Broadcom, Inc. (AVGO) |
AVGO |
STOCK |
Purchase
|
June 22, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX) |
RTXAX |
FUND |
Sale
|
June 22, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
John Curtis
|
house |
Mississippi |
|
nan |
Purchase
|
June 22, 2020 |
$$1,001 - $15,000 |
July 1, 2020 |
|
Neal Patrick MD, FACS Dunn
|
house |
Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A) |
RF$A |
FIXED INCOME |
P
|
June 22, 2020 |
$$50,001 - $100,000 |
July 18, 2020 |
|
Harley E. Rouda
|
house |
TESLA (TSLA) |
TSLA |
STOCK |
Purchase
|
June 22, 2020 |
$$100,001-$250,000 |
May 26, 2021 |
|
Ted S. Yoho
|
house |
TRMA Fund Solution IRA - 1883 |
|
FUND |
Service Fee Adj
|
June 21, 2020 |
$0.00 |
Sept. 8, 2020 |
|
Ted S. Yoho
|
house |
TRMA Fund Solution IRA - 1883 |
|
FUND |
Service Fee
|
June 21, 2020 |
$0.00 |
Sept. 8, 2020 |
|
Ted S. Yoho
|
house |
TRMA Fund Solution IRA - 1883 |
|
FUND |
Branch Deposit
|
June 21, 2020 |
$1026.87 |
Sept. 8, 2020 |
|
Harley E. Rouda
|
house |
AMAZON (AMZN) |
AMZN |
STOCK |
Purchase
|
June 20, 2020 |
$$100,001-$250,000 |
May 26, 2021 |
|
James R. Langevin
|
house |
HuYA Inc. American depositary shares |
HUYA |
STOCK |
Purchase
|
June 19, 2020 |
$$1,001 - $15,000 |
July 23, 2020 |