|
Unknown
|
Unknown |
Columbia Dividend Income Fund Institutional 2 Class Shares (CDDRX) |
CDDRX |
FUND |
Purchase
|
April 16, 2025 |
$$1,001 - $15,000 |
None |
|
Valerie Hoyle
|
house |
Oracle Corporation Common Stock (ORCL) |
ORCL |
STOCK |
Sale (partial)
|
April 15, 2025 |
$$1,001 - $15,000 |
Sept. 12, 2025 |
|
Josh Gottheimer
|
house |
KKR & Co. Inc. Common Stock (KKR) |
KKR |
STOCK |
Sale
|
April 14, 2025 |
$$1,001 - $15,000 |
May 14, 2025 |
|
Gilbert Cisneros
|
house |
W.R. Berkley Corporation Common Stock (WRB) |
WRB |
STOCK |
Sale (partial)
|
April 14, 2025 |
$$1,001 - $15,000 |
May 6, 2025 |
|
Gilbert Cisneros
|
house |
Ferguson Enterprises Inc. Common Stock (FERG) |
FERG |
STOCK |
Purchase
|
April 14, 2025 |
$$1,001 - $15,000 |
May 6, 2025 |
|
Gilbert Cisneros
|
house |
Aramark Common Stock (ARMK) |
ARMK |
STOCK |
Purchase
|
April 14, 2025 |
$$1,001 - $15,000 |
May 6, 2025 |
|
Gilbert Cisneros
|
house |
Ingersoll Rand Inc. Common Stock (IR) |
IR |
STOCK |
Purchase
|
April 14, 2025 |
$$1,001 - $15,000 |
May 6, 2025 |
|
Gilbert Cisneros
|
house |
Sarepta Therapeutics, Inc. - Common Stock (SRPT) |
SRPT |
STOCK |
Sale
|
April 14, 2025 |
$$1,001 - $15,000 |
May 6, 2025 |
|
Gilbert Cisneros
|
house |
Rheinmetall Ag Ordinary Shares (RNMBF) |
RNMBF |
STOCK |
Purchase
|
April 11, 2025 |
$$1,001 - $15,000 |
May 6, 2025 |
|
Dan Newhouse
|
house |
Evergy, Inc. (EVRG) |
EVRG |
STOCK |
Sale (partial)
|
April 11, 2025 |
$$1,001 - $15,000 |
May 16, 2025 |
|
Dan Newhouse
|
house |
Equity Residential Common Shares of Beneficial Interest (EQR) |
EQR |
REAL ESTATE |
Sale (partial)
|
April 11, 2025 |
$$1,001 - $15,000 |
May 16, 2025 |
|
Dan Newhouse
|
house |
Salesforce, Inc. Common Stock (CRM) |
CRM |
STOCK |
Sale (partial)
|
April 11, 2025 |
$$1,001 - $15,000 |
May 16, 2025 |
|
Dan Newhouse
|
house |
RTX Corporation Common Stock (RTX) |
RTX |
STOCK |
Sale (partial)
|
April 11, 2025 |
$$1,001 - $15,000 |
May 16, 2025 |
|
Dan Newhouse
|
house |
Danaher Corporation Common Stock (DHR) |
DHR |
STOCK |
Sale
|
April 11, 2025 |
$$1,001 - $15,000 |
May 16, 2025 |
|
Dan Newhouse
|
house |
Essential Utilities, Inc. Common Stock (WTRG) |
WTRG |
STOCK |
Sale (partial)
|
April 11, 2025 |
$$1,001 - $15,000 |
May 16, 2025 |
|
Jefferson Shreve
|
house |
Herc Holdings Inc. Common Stock (HRI) |
HRI |
STOCK |
Sale
|
April 11, 2025 |
$$15,001 |
May 8, 2025 |
|
Byron Donalds
|
house |
Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) |
REGN |
STOCK |
Sale
|
April 10, 2025 |
$$1,001 - $15,000 |
May 24, 2025 |
|
Jonathan Jackson
|
house |
Aramark Common Stock (ARMK) |
ARMK |
STOCK |
Sale
|
April 10, 2025 |
$$15,001 - $50,000 |
May 13, 2025 |
|
Byron Donalds
|
house |
Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) |
REGN |
STOCK |
Sale
|
April 10, 2025 |
$$1,001 - $15,000 |
May 24, 2025 |
|
Josh Gottheimer
|
house |
ROCHE HOLDING LTD S/ADR (RHHBY) |
RHHBY |
STOCK |
Sale
|
April 9, 2025 |
$$1,001 - $15,000 |
May 14, 2025 |
|
Josh Gottheimer
|
house |
RBC Bearings Incorporated Common Stock (RBC) |
RBC |
STOCK |
Sale
|
April 9, 2025 |
$$1,001 - $15,000 |
May 14, 2025 |
|
Josh Gottheimer
|
house |
Berkshire Hathaway Inc. New Common Stock (BRK.B) |
BRK.B |
STOCK |
Sale (partial)
|
April 9, 2025 |
$$1,001 - $15,000 |
May 14, 2025 |
|
Unknown
|
Unknown |
Palantir Technologies Inc. - Class A Common Stock (PLTR) |
PLTR |
STOCK |
Purchase
|
April 9, 2025 |
$$1,001 - $15,000 |
None |
|
Unknown
|
Unknown |
Merck & Company, Inc. Common Stock (MRK) |
MRK |
STOCK |
Purchase
|
April 9, 2025 |
$$1,001 - $15,000 |
None |
|
Josh Gottheimer
|
house |
Intuitive Surgical, Inc. - Common Stock (ISRG) |
ISRG |
STOCK |
Sale
|
April 9, 2025 |
$$1,001 - $15,000 |
May 14, 2025 |