|
Christopher A Wright
|
executive |
SPY (S&P 500 SPDR ETF) |
SPY |
ETF |
Purchase
|
March 20, 2025 |
$$100,001 - $250,000 |
July 15, 2025 |
|
Christopher A Wright
|
executive |
SPY (S&P 500 SPDR ETF) |
SPY |
ETF |
Purchase
|
March 19, 2025 |
$$100,001 - $250,000 |
July 15, 2025 |
|
Sheri Biggs
|
house |
Paychex, Inc. - Common Stock (PAYX) |
PAYX |
STOCK |
Sale
|
March 19, 2025 |
$$15,001 - $50,000 |
Oct. 5, 2025 |
|
Christopher A Wright
|
executive |
GGLPX (Goldman Sachs High Yield Municipal Fund) |
GGLPX |
FUND |
Purchase
|
March 19, 2025 |
$$50,001 - $100,000 |
July 15, 2025 |
|
Sheri Biggs
|
house |
US Treasury Note 2/15/2032 [GS] |
US32000P8Z |
NOTE |
Purchase
|
March 19, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Christopher A Wright
|
executive |
SPMD (S&P 400 Mid-Cap ETF) |
SPMD |
ETF |
Purchase
|
March 19, 2025 |
$$100,001 - $250,000 |
July 15, 2025 |
|
Sheri Biggs
|
house |
Philip Morris International Inc Common Stock (PM) |
PM |
STOCK |
Sale
|
March 19, 2025 |
$$15,001 - $50,000 |
Oct. 5, 2025 |
|
Gilbert Cisneros
|
house |
Palo Alto Networks, Inc. (PANW) |
PANW |
STOCK |
Sale (partial)
|
March 19, 2025 |
$$1,001 - $15,000 |
April 7, 2025 |
|
Sheri Biggs
|
house |
Progressive Corporation (PGR) |
PGR |
STOCK |
Sale
|
March 19, 2025 |
$$15,001 - $50,000 |
Oct. 5, 2025 |
|
Christopher A Wright
|
executive |
GAJPX (Goldman Sachs Dynamic Municipal Income Fund) |
GAJPX |
FUND |
Purchase
|
March 19, 2025 |
$$50,001 - $100,000 |
July 15, 2025 |
|
Sheri Biggs
|
house |
United Parcel Service, Inc. Common Stock (UPS) |
UPS |
STOCK |
Purchase
|
March 19, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Josh Gottheimer
|
house |
Pacific Premier Bancorp Inc - Common Stock (PPBI) |
PPBI |
STOCK |
Sale (partial)
|
March 19, 2025 |
$$1,001 - $15,000 |
April 10, 2025 |
|
Josh Gottheimer
|
house |
Tri Pointe Homes, Inc. Common Stock (TPH) |
TPH |
STOCK |
Sale
|
March 19, 2025 |
$$1,001 - $15,000 |
April 10, 2025 |
|
Josh Gottheimer
|
house |
Shopify Inc. - Class A Subordinate Voting Shares (SHOP) |
SHOP |
STOCK |
Sale (partial)
|
March 19, 2025 |
$$1,001 - $15,000 |
April 10, 2025 |
|
Donald J Trump
|
executive |
LPL FIN HLDGS INC |
LPL |
STOCK |
sale
|
March 18, 2025 |
$$50,001 - $100,000 |
May 14, 2026 |
|
Michael T. McCaul
|
house |
PROSUS NV |
PRX |
STOCK |
PURCHASE
|
March 18, 2025 |
$$1,001 - $15,000 |
April 17, 2025 |
|
Donald J Trump
|
executive |
TPG INC CLASS A |
TPG |
STOCK |
sale
|
March 18, 2025 |
$$50,001 - $100,000 |
May 14, 2026 |
|
Christopher A Wright
|
executive |
GAJPX (Goldman Sachs Dynamic Municipal Income Fund) |
GAJPX |
FUND |
Purchase
|
March 18, 2025 |
$$50,001 - $100,000 |
July 15, 2025 |
|
Sheri Biggs
|
house |
Pt Astra International TBK Unsponsored ADR (PTAIY) |
PTAIY |
STOCK |
Sale
|
March 18, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
Ping An Insurance Co Ltd Shares H (PIAIF) |
PIAIF |
STOCK |
Sale
|
March 18, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
Petroleo Brasileiro S.A. Petrobras ADS (PBR) |
PBR |
STOCK |
Sale
|
March 18, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
Air Products and Chemicals, Inc. Common Stock (APD) |
APD |
STOCK |
Sale
|
March 18, 2025 |
$$15,001 - $50,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
PT United Tractors Unsponsored ADR (PUTKY) |
PUTKY |
STOCK |
Sale
|
March 18, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
PT Bank Mandiri Persero TBK Unsponsored ADR (PPERY) |
PPERY |
STOCK |
Sale
|
March 18, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |
|
Sheri Biggs
|
house |
VIBRA ENERGIA UNSP/ADR (PETRY) [ST] |
PETRY |
STOCK |
Sale
|
March 18, 2025 |
$$1,001 - $15,000 |
Oct. 5, 2025 |