• Dashboard
  • Trade
    • TSLA

      TSLA

      Tesla, Inc.

    • Stocks
    • Stats
    • Market Widgets
    • Stock News
    • Screener
    • Insider
    • Top Investors
    • Politicians
  • Options Strategies
  • Chains
  • Option Flow
  • Institutional
  • Politicians Trades
  • Insider Trading
  • Brokers

Follow us

© 2025 SensaMarket. All rights reserved.

  • Product
  • Trade
  • Options Strategies
  • Option Flow
  • Institutional
  • Political Trades
  • Insider Trading
  • Brokers
  • Resources
  • FAQ
  • Blogs
  • Knowledge Hub
  • Pricing
  • News
  • Contact
  • Company
  • Terms & condition
  • Cookie Policy
  • Privacy Policy
  • Licence
  • Affiliate Program

Join our Newsletter

Sign up and be the first to know about Market Insights and our Latest Updates.

Report an Issue

© 2025 SensaMarket. All rights reserved.

KATHY MANNING

kathy manning

House / Democratic / North Carolina
"Kathy Manning is a U.S. Representative from North Carolina, focusing on healthcare and education policy."

Net Worth Est.

$58.37 M

Trade volume

$22.05 M

Total trades

738

Last Traded

Jan. 01, 2025
  • Trades
  • Current Portfolio
  • Networth

Trade volume

Top Traded Sectors

  • Health technology

    135

  • Electronic technology

    119

  • Technology services

    118

  • Finance

    114

  • Retail trade

    58

  • Consumer non-durables

    34

  • Consumer services

    28

  • Process industries

    23

  • Producer manufacturing

    21

  • Commercial services

    18

Trade Volume$22.05 M
Total Trades$738
Ticker
Transaction
Transaction on
Description
Change Since Trade
Copy Trade
-

Seven Bridges Long/Short Equity

Sale (Partial)

$15,001 - $50,000

Jan 01, 2025

Reported on

Jan 27, 2025
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Long/Short Equity

Sale (Partial)

$50,001 - $100,000

Jan 01, 2025

Reported on

Jan 27, 2025
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Long/Short Equity

Sale (Partial)

$15,001 - $50,000

Jan 01, 2025

Reported on

Jan 27, 2025
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Emerging Markets

Sale

$500,001 - $1,000,000

Dec 31, 2024

Reported on

Jan 27, 2025
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Multi-Strategy Fund

Sale (Partial)

$100,001 - $250,000

Dec 31, 2024

Reported on

Jan 27, 2025
Investment Company. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Strategic Equity Fund

Sale

$1,000,001 - $5,000,000

Dec 31, 2024

Reported on

Jan 27, 2025
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Emerging Markets

Sale

$100,001 - $250,000

Dec 31, 2024

Reported on

Jan 27, 2025
---
----
-

Seven Bridges Strategic Equity Fund

Sale

$250,001 - $500,000

Dec 31, 2024

Reported on

Jan 27, 2025
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Long/Short Equity

Sale (Partial)

$100,001 - $250,000

Oct 28, 2024

Reported on

Nov 05, 2024
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Multi-Strategy Fund

Purchase

$15,001 - $50,000

Oct 25, 2024

Reported on

Nov 05, 2024
Investment Company. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Long/Short Equity

Sale (Partial)

$15,001 - $50,000

Oct 25, 2024

Reported on

Nov 05, 2024
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Silver Point Distressed Opportunity

Purchase

$15,001 - $50,000

Sep 03, 2024

Reported on

Oct 05, 2024
Private Equity Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Sb Dpc Fund LP [Hn]

Purchase

$15,001 - $50,000

Aug 29, 2024

Reported on

Sep 04, 2024
Private Equity Fund. Fund Manager Letter On File With The Committee On Ethics.
----
SBUX
SBUX

Starbucks

Sale

$1,001 - $15,000

Aug 09, 2024

Reported on

Sep 04, 2024
---
23.20%
PFE
PFE

Pfizer

Sale

$1,001 - $15,000

Aug 09, 2024

Reported on

Sep 04, 2024
---
-13.80%
-

Seven Bridges Private Equity

Purchase

$15,001 - $50,000

Aug 08, 2024

Reported on

Sep 04, 2024
Private Equity Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Energy Opportunities

Purchase

$50,001 - $100,000

Aug 08, 2024

Reported on

Sep 04, 2024
Private Equity Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Multi-Strategy Fund

Purchase

$100,001 - $250,000

Aug 01, 2024

Reported on

Aug 16, 2024
Investment Company. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Long/Short Equity

Sale (Partial)

$500,001 - $1,000,000

Jul 30, 2024

Reported on

Aug 16, 2024
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Long/Short Equity

Sale (Partial)

$100,001 - $250,000

Jul 26, 2024

Reported on

Aug 16, 2024
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
CRM
CRM

Salesforce

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
0.69%
MSFT
MSFT

Microsoft

Purchase

$15,001 - $50,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
10.09%
GOOGL
GOOGL

Alphabet

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-1.23%
ABBV
ABBV

AbbVie

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
14.83%
ABT
ABT

Abbott Laboratories

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
27.66%
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
10.71%
APD
APD

Air Products & Chemicals

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
15.14%
AON
AON

Aon

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
19.96%
MSCI
MSCI

MSCI

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
16.42%
V
V

Visa

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
30.45%
GOOG
GOOG

Alphabet

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-1.52%
INTU
INTU

Intuit

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
14.40%
NKE
NKE

Nike

Sale

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-5.18%
CB
CB

Chubb

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
8.62%
AAPL
AAPL

Apple

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-4.59%
CME
CME

CME Gr

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
40.82%
LRCX
LRCX

Lam Research

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-6.44%
V
V

Visa

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
30.45%
CB
CB

Chubb

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
8.62%
GOOGL
GOOGL

Alphabet

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-1.23%
CME
CME

CME Gr

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
40.82%
TJX
TJX

TJX Companies

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
10.12%
GRMN
GRMN

Garmin

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
36.73%
GOOG
GOOG

Alphabet

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-1.52%
NVDA
NVDA

NVIDIA

Sale

$15,001 - $50,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
39.70%
MSCI
MSCI

MSCI

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
16.42%
MA
MA

Mastercard

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
24.93%
WMT
WMT

Walmart

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
39.78%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
12.84%
ACN
ACN

Accenture

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-7.95%
PKG
PKG

Packaging Corp of America

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
14.12%
CB
CB

Chubb

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
8.62%
AAPL
AAPL

Apple

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-4.59%
GRMN
GRMN

Garmin

Purchase

$50,001 - $100,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
36.73%
AON
AON

Aon

Sale (Partial)

$15,001 - $50,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
19.96%
MICRD
MICRD

Micron Solutions

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
----
GOOGL
GOOGL

Alphabet

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-1.23%
ACN
ACN

Accenture

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-7.95%
MA
MA

Mastercard

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
24.93%
NVDA
NVDA

NVIDIA

Sale

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
39.70%
NKE
NKE

Nike

Sale

$15,001 - $50,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-5.18%
CNC
CNC

Centene

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-54.06%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
10.09%
EXPD
EXPD

Expeditors Intl

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-6.84%
QCOM
QCOM

Qualcomm

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-23.03%
AAPL
AAPL

Apple

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-4.59%
APD
APD

Air Products & Chemicals

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
15.14%
CRM
CRM

Salesforce

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
0.69%
MRK
MRK

Merck & Co

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-35.46%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
12.84%
AMGN
AMGN

Amgen

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-3.78%
NVDA
NVDA

NVIDIA

Sale

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
39.70%
SYY
SYY

Sysco

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
9.51%
AON
AON

Aon

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
19.96%
CRM
CRM

Salesforce

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
0.69%
NKE
NKE

Nike

Sale

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-5.18%
LMT
LMT

Lockheed Martin

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
1.24%
MDT
MDT

Medtronic

Sale

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
16.04%
PG
PG

Procter & Gamble

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-6.21%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
10.09%
ABT
ABT

Abbott Laboratories

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
27.66%
GRMN
GRMN

Garmin

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
36.73%
LMT
LMT

Lockheed Martin

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
1.24%
CNC
CNC

Centene

Purchase

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
-54.06%
CAT
CAT

Caterpillar

Sale (Partial)

$1,001 - $15,000

Jul 02, 2024

Reported on

Aug 16, 2024
---
25.97%
WU
WU

Western Union

Sale

$1,001 - $15,000

Jun 13, 2024

Reported on

Jul 06, 2024
---
-33.58%
-

Seven Bridges Long/Short Equity

Sale (Partial)

$500,001 - $1,000,000

May 03, 2024

Reported on

May 22, 2024
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Payjoy Asset Fund LLC [Hn]

Purchase

$100,001 - $250,000

Apr 30, 2024

Reported on

May 03, 2024
Private Equity Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Multi-Strategy Fund

Purchase

$100,001 - $250,000

Apr 22, 2024

Reported on

May 22, 2024
Investment Company. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Long/Short Equity

Sale (Partial)

$100,001 - $250,000

Apr 22, 2024

Reported on

May 22, 2024
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Sb Dpc Fund LP [Hn]

Purchase

$100,001 - $250,000

Feb 21, 2024

Reported on

Mar 04, 2024
Private Equity Fund. Fund Manager Letter On File With The Committee On Ethics.
----
SBUX
SBUX

Starbucks

Sale

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
0.59%
GOOGL
GOOGL

Alphabet

Sale (Partial)

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
24.44%
SYY
SYY

Sysco

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
2.36%
MA
MA

Mastercard

Purchase

$15,001 - $50,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
26.61%
ACN
ACN

Accenture

Sale (Partial)

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-24.38%
TJX
TJX

TJX Companies

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
27.66%
MU
MU

Micron Technology

Sale

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
33.02%
PG
PG

Procter & Gamble

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-0.16%
INTU
INTU

Intuit

Sale

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
18.07%
AAPL
AAPL

Apple

Sale

$15,001 - $50,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
7.67%
PG
PG

Procter & Gamble

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-0.16%
AAPL
AAPL

Apple

Sale

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
7.67%
MA
MA

Mastercard

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
26.61%
MRK
MRK

Merck & Co

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-31.22%
MU
MU

Micron Technology

Sale

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
33.02%
COST
COST

Costco Wholesale

Purchase

$15,001 - $50,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
38.36%
PG
PG

Procter & Gamble

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-0.16%
ABT
ABT

Abbott Laboratories

Sale (Partial)

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
15.56%
NKE
NKE

Nike

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-29.24%
CRM
CRM

Salesforce

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-6.80%
INTU
INTU

Intuit

Sale

$15,001 - $50,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
18.07%
GIS
GIS

General Mills

Sale

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-22.64%
MU
MU

Micron Technology

Sale

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
33.02%
ACN
ACN

Accenture

Sale (Partial)

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-24.38%
MSCI
MSCI

MSCI

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
1.48%
SBUX
SBUX

Starbucks

Sale (Partial)

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
0.59%
CAT
CAT

Caterpillar

Sale

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
42.95%
QCOM
QCOM

Qualcomm

Sale (Partial)

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
0.37%
NKE
NKE

Nike

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-29.24%
TJX
TJX

TJX Companies

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
27.66%
CB
CB

Chubb

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
15.50%
CRM
CRM

Salesforce

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-6.80%
MSCI
MSCI

MSCI

Purchase

$15,001 - $50,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
1.48%
QCOM
QCOM

Qualcomm

Sale (Partial)

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
0.37%
CFG
CFG

Citizens Financial Group

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
41.99%
GIS
GIS

General Mills

Sale

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-22.64%
ABT
ABT

Abbott Laboratories

Sale (Partial)

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
15.56%
ACN
ACN

Accenture

Sale (Partial)

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-24.38%
CAT
CAT

Caterpillar

Sale

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
42.95%
MA
MA

Mastercard

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
26.61%
CME
CME

CME Gr

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
36.06%
GIS
GIS

General Mills

Sale

$15,001 - $50,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-22.64%
CFG
CFG

Citizens Financial Group

Purchase

$15,001 - $50,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
41.99%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
26.75%
CRM
CRM

Salesforce

Purchase

$15,001 - $50,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-6.80%
WMT
WMT

Walmart

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
75.34%
LRCX
LRCX

Lam Research

Sale

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
20.87%
INTU
INTU

Intuit

Sale

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
18.07%
MDT
MDT

Medtronic

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
3.98%
CFG
CFG

Citizens Financial Group

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
41.99%
JPM
JPM

JPMorgan Chase

Sale

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
69.13%
WMT
WMT

Walmart

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
75.34%
TJX
TJX

TJX Companies

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
27.66%
NKE
NKE

Nike

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-29.24%
GOOG
GOOG

Alphabet

Sale (Partial)

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
23.60%
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
38.36%
AMGN
AMGN

Amgen

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-3.51%
SYY
SYY

Sysco

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
2.36%
V
V

Visa

Sale (Partial)

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
28.99%
ABBV
ABBV

AbbVie

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
13.78%
AON
AON

Aon

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
16.46%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
3.11%
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
7.23%
MRK
MRK

Merck & Co

Purchase

$15,001 - $50,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-31.22%
GOOGL
GOOGL

Alphabet

Sale (Partial)

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
24.44%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
26.75%
MRK
MRK

Merck & Co

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
-31.22%
AAPL
AAPL

Apple

Sale

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
7.67%
JPM
JPM

JPMorgan Chase

Sale

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
69.13%
AON
AON

Aon

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
16.46%
MSCI
MSCI

MSCI

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
1.48%
SBUX
SBUX

Starbucks

Sale

$15,001 - $50,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
0.59%
GOOGL
GOOGL

Alphabet

Sale (Partial)

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
24.44%
CAT
CAT

Caterpillar

Sale

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
42.95%
LRCX
LRCX

Lam Research

Sale

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
20.87%
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
7.23%
MDT
MDT

Medtronic

Purchase

$15,001 - $50,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
3.98%
LRCX
LRCX

Lam Research

Sale

$15,001 - $50,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
20.87%
MDT
MDT

Medtronic

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
3.98%
AON
AON

Aon

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
16.46%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
26.75%
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
38.36%
PKG
PKG

Packaging Corp of America

Sale (Partial)

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
21.67%
GOOG
GOOG

Alphabet

Sale (Partial)

$1,001 - $15,000

Jan 23, 2024

Reported on

Feb 06, 2024
---
23.60%
MDT
MDT

Medtronic

Sale

$1,001 - $15,000

Dec 12, 2023

Reported on

Jan 12, 2024
---
12.11%
MDT
MDT

Medtronic

Sale

$1,001 - $15,000

Dec 12, 2023

Reported on

Jan 12, 2024
---
12.11%
EL
EL

Estee Lauder Cos

Sale

$1,001 - $15,000

Dec 12, 2023

Reported on

Jan 12, 2024
---
-36.75%
DIS
DIS

Walt Disney

Sale

$1,001 - $15,000

Dec 12, 2023

Reported on

Jan 12, 2024
---
31.57%
CFG
CFG

Citizens Financial Group

Sale

$1,001 - $15,000

Dec 12, 2023

Reported on

Jan 12, 2024
---
60.25%
MDT
MDT

Medtronic

Sale

$15,001 - $50,000

Dec 12, 2023

Reported on

Jan 12, 2024
---
12.11%
EL
EL

Estee Lauder Cos

Sale

$1,001 - $15,000

Dec 12, 2023

Reported on

Jan 12, 2024
---
-36.75%
PYPL
PYPL

PayPal Holdings

Sale

$1,001 - $15,000

Dec 12, 2023

Reported on

Jan 12, 2024
---
23.91%
CFG
CFG

Citizens Financial Group

Sale

$15,001 - $50,000

Dec 12, 2023

Reported on

Jan 12, 2024
---
60.25%
PFE
PFE

Pfizer

Sale

$1,001 - $15,000

Dec 12, 2023

Reported on

Jan 12, 2024
Investment Company. Fund Manager Letter On File With The Committee On Ethics.
-13.89%
PYPL
PYPL

PayPal Holdings

Sale

$15,001 - $50,000

Dec 12, 2023

Reported on

Jan 12, 2024
---
23.91%
EL
EL

Estee Lauder Cos

Sale

$15,001 - $50,000

Dec 12, 2023

Reported on

Jan 12, 2024
---
-36.75%
CFG
CFG

Citizens Financial Group

Sale

$1,001 - $15,000

Dec 12, 2023

Reported on

Jan 12, 2024
---
60.25%
PFE
PFE

Pfizer

Sale

$1,001 - $15,000

Dec 12, 2023

Reported on

Jan 12, 2024
---
-13.89%
PFE
PFE

Pfizer

Sale

$15,001 - $50,000

Dec 12, 2023

Reported on

Jan 12, 2024
---
-13.89%
DIS
DIS

Walt Disney

Sale

$15,001 - $50,000

Dec 12, 2023

Reported on

Jan 12, 2024
---
31.57%
DIS
DIS

Walt Disney

Sale

$1,001 - $15,000

Dec 12, 2023

Reported on

Jan 12, 2024
---
31.57%
PYPL
PYPL

PayPal Holdings

Sale

$1,001 - $15,000

Dec 12, 2023

Reported on

Jan 12, 2024
---
23.91%
-

Seven Bridges Long/Short Equity

Sale (Partial)

$100,001 - $250,000

Nov 01, 2023

Reported on

Dec 06, 2023
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Long/Short Equity

Sale (Partial)

$250,001 - $500,000

Nov 01, 2023

Reported on

Dec 06, 2023
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Long/Short Equity

Sale (Partial)

$500,001 - $1,000,000

Nov 01, 2023

Reported on

Dec 06, 2023
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Multi-Strategy Fund

Purchase

$100,001 - $250,000

Nov 01, 2023

Reported on

Dec 06, 2023
Investment Company. Fund Manager Letter On File With The Committee On Ethics.
----
-

Seven Bridges Multi-Strategy Fund

Purchase

$1,001 - $15,000

Aug 31, 2023

Reported on

Sep 08, 2023
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
GOOGL
GOOGL

Alphabet

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
70.46%
TJX
TJX

TJX Companies

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
53.96%
GOOGL
GOOGL

Alphabet

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
70.46%
SBUX
SBUX

Starbucks

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
-19.06%
AAPL
AAPL

Apple

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
23.86%
EL
EL

Estee Lauder Cos

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
-64.98%
TJX
TJX

TJX Companies

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
53.96%
CNC
CNC

Centene

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
-55.88%
PYPL
PYPL

PayPal Holdings

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
-3.99%
LMT
LMT

Lockheed Martin

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
1.51%
LMT
LMT

Lockheed Martin

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
1.51%
GOOGL
GOOGL

Alphabet

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
70.46%
CNC
CNC

Centene

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
-55.88%
QCOM
QCOM

Qualcomm

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
31.91%
AAPL
AAPL

Apple

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
23.86%
MU
MU

Micron Technology

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
80.90%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
-0.22%
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
517.57%
SBUX
SBUX

Starbucks

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
-19.06%
MDT
MDT

Medtronic

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
-1.29%
INTU
INTU

Intuit

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
69.10%
AAPL
AAPL

Apple

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
23.86%
INTU
INTU

Intuit

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
69.10%
PKG
PKG

Packaging Corp of America

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
49.76%
TJX
TJX

TJX Companies

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
53.96%
QCOM
QCOM

Qualcomm

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
31.91%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
64.56%
PKG
PKG

Packaging Corp of America

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
49.76%
SBUX
SBUX

Starbucks

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
-19.06%
WMT
WMT

Walmart

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
89.08%
PYPL
PYPL

PayPal Holdings

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
-3.99%
ABT
ABT

Abbott Laboratories

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
19.25%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
-0.22%
MDT
MDT

Medtronic

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
-1.29%
PG
PG

Procter & Gamble

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
-1.69%
CB
CB

Chubb

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
37.73%
MSFT
MSFT

Microsoft

Purchase

$15,001 - $50,000

Apr 28, 2023

Reported on

May 19, 2023
---
64.56%
ABBV
ABBV

AbbVie

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
26.11%
ABBV
ABBV

AbbVie

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
26.11%
CFG
CFG

Citizens Financial Group

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
51.81%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
64.56%
CFG
CFG

Citizens Financial Group

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
51.81%
NKE
NKE

Nike

Sale

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
-43.10%
EL
EL

Estee Lauder Cos

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
-64.98%
LRCX
LRCX

Lam Research

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
91.52%
JPM
JPM

JPMorgan Chase

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
106.76%
LMT
LMT

Lockheed Martin

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
1.51%
ABBV
ABBV

AbbVie

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
26.11%
DIS
DIS

Walt Disney

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
16.90%
NKE
NKE

Nike

Sale

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
-43.10%
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
517.57%
PFE
PFE

Pfizer

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
-36.72%
AMGN
AMGN

Amgen

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
24.73%
CAT
CAT

Caterpillar

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
88.70%
AON
AON

Aon

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
9.03%
JPM
JPM

JPMorgan Chase

Sale (Partial)

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
106.76%
QCOM
QCOM

Qualcomm

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 19, 2023
---
31.91%
ECL
ECL

Ecolab

Sale (Partial)

$15,001 - $50,000

Mar 31, 2023

Reported on

Apr 11, 2023
---
61.74%
-

Seven Bridges Strategic Equity Fund

Purchase

$250,001 - $500,000

Dec 30, 2022

Reported on

Jan 10, 2023
---
----
-

Seven Bridges Strategic Equity Fund

Purchase

$100,001 - $250,000

Dec 30, 2022

Reported on

Jan 10, 2023
---
----
-

Seven Bridges Long/Short Equity

Sale (Partial)

$100,001 - $250,000

Dec 30, 2022

Reported on

Jan 10, 2023
---
----
-

Seven Bridges Multi-Strategy Fund

Purchase

$250,001 - $500,000

Dec 30, 2022

Reported on

Jan 10, 2023
---
----
-

Seven Bridges Long/Short Equity

Sale (Partial)

$500,001 - $1,000,000

Dec 30, 2022

Reported on

Jan 10, 2023
---
----
-

Seven Bridges Long/Short Equity

Sale (Partial)

$100,001 - $250,000

Dec 30, 2022

Reported on

Jan 10, 2023
---
----
-

Seven Bridges Multi-Strategy Fund

Purchase

$100,001 - $250,000

Dec 30, 2022

Reported on

Jan 10, 2023
---
----
EQIX
EQIX

Equinix

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
49.58%
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
1390.17%
ADBE
ADBE

Adobe

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
26.43%
MA
MA

Mastercard

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
96.03%
GOOGL
GOOGL

Alphabet

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
87.55%
RTN
RTN

Raytheon Company

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
----
UNH
UNH

UnitedHealth Group

Sale (Partial)

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
-41.50%
BRCM
BRCM

Broadcom Corporation Class A

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
----
COST
COST

Costco Wholesale

Sale (Partial)

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
103.99%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
1.28%
UPS
UPS

United Parcel Service

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
-37.53%
MMM
MMM

3M

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
72.97%
PPL
PPL

PPL

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
46.62%
ISRG
ISRG

Intuitive Surgical

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
175.11%
AAPL
AAPL

Apple

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
51.92%
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
42.95%
CMCSA
CMCSA

Comcast

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
19.90%
CSCO
CSCO

Cisco Systems

Sale (Partial)

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
71.56%
AEE
AEE

Ameren

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
29.24%
CRM
CRM

Salesforce

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
81.28%
BRK.B
BRK.B

Berkshire Hathaway Inc. New Common Stock

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
----
BLK
BLK

BlackRock

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
103.77%
LRCX
LRCX

Lam Research

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
209.80%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
11.84%
PG
PG

Procter & Gamble

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
23.55%
BAC
BAC

Bank of America

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
54.15%
TSLA
TSLA

Tesla

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
48.07%
KMB
KMB

Kimberly-Clark

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
13.09%
FDX
FDX

FedEx

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
49.62%
INVH
INVH

Invitation Homes

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
0.03%
AMT
AMT

American Tower

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
21.53%
T
T

AT&T

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
84.21%
MCD
MCD

McDonald's

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
26.09%
NKE
NKE

Nike

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
-18.54%
AEP
AEP

American Electric Power

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
29.06%
FB
FB

Meta Platforms, Inc. Class A

Sale (Partial)

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
----
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
123.97%
KO
KO

Coca-Cola

Sale (Partial)

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
25.63%
AMZN
AMZN

Amazon.com

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
97.69%
INTC
INTC

Intel

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
-10.42%
HD
HD

Home Depot

Sale (Partial)

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
27.41%
WELL
WELL

Welltower OP

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
172.06%
QCOM
QCOM

Qualcomm

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
41.82%
VZ
VZ

Verizon Communications

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
15.61%
INTU
INTU

Intuit

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
93.45%
EL
EL

Estee Lauder Cos

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
-59.83%
AMGN
AMGN

Amgen

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
21.34%
SPGI
SPGI

S&P Global

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
80.09%
AMAT
AMAT

Applied Materials

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
156.30%
MDT
MDT

Medtronic

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
11.79%
PFE
PFE

Pfizer

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
-41.45%
ORCL
ORCL

Oracle

Sale

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
278.33%
V
V

Visa

Sale (Partial)

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
96.31%
TMO
TMO

Thermo Fisher Scientific

Purchase

$1,001 - $15,000

Oct 12, 2022

Reported on

Nov 10, 2022
---
-16.85%
JNJ
JNJ

Johnson & Johnson

Sale

$1,001 - $15,000

Sep 12, 2022

Reported on

Oct 11, 2022
---
-0.52%
ABBV
ABBV

AbbVie

Purchase

$1,001 - $15,000

Sep 12, 2022

Reported on

Oct 11, 2022
---
33.98%
MSFT
MSFT

Microsoft

Sale

$1,001 - $15,000

Sep 12, 2022

Reported on

Oct 11, 2022
---
89.62%
T
T

AT&T

Purchase

$1,001 - $15,000

Sep 12, 2022

Reported on

Oct 11, 2022
---
55.06%
AVGO
AVGO

Broadcom

Sale (Partial)

$1,001 - $15,000

Sep 12, 2022

Reported on

Oct 11, 2022
---
430.77%
ISRG
ISRG

Intuitive Surgical

Purchase

$1,001 - $15,000

Sep 12, 2022

Reported on

Oct 11, 2022
---
130.90%
PG
PG

Procter & Gamble

Sale

$1,001 - $15,000

Sep 12, 2022

Reported on

Oct 11, 2022
---
8.95%
PFE
PFE

Pfizer

Sale

$1,001 - $15,000

Sep 12, 2022

Reported on

Oct 11, 2022
---
-48.47%
MRK
MRK

Merck & Co

Purchase

$1,001 - $15,000

Sep 12, 2022

Reported on

Oct 11, 2022
---
-6.50%
CMCSA
CMCSA

Comcast

Sale

$1,001 - $15,000

Sep 12, 2022

Reported on

Oct 11, 2022
---
-3.61%
TSLA
TSLA

Tesla

Sale

$1,001 - $15,000

Sep 12, 2022

Reported on

Oct 11, 2022
---
5.67%
CHTR
CHTR

Charter Communications

Purchase

$1,001 - $15,000

Sep 12, 2022

Reported on

Oct 11, 2022
---
-6.60%
AMZN
AMZN

Amazon.com

Sale (Partial)

$1,001 - $15,000

Sep 12, 2022

Reported on

Oct 11, 2022
---
63.57%
-

Whale Rock Long Opportunities

Purchase

$250,001 - $500,000

Sep 01, 2022

Reported on

Sep 11, 2022
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
15.41%
PFE
PFE

Pfizer

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
-50.05%
TSLA
TSLA

Tesla

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
11.63%
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
75.96%
T
T

AT&T

Sale

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
46.87%
META
META

Meta Platforms

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
320.63%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
26.89%
AMZN
AMZN

Amazon.com

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
58.52%
AVGO
AVGO

Broadcom

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
409.23%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
78.72%
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
-45.34%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
-3.70%
CVX
CVX

Chevron

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
-2.42%
BAC
BAC

Bank of America

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
35.54%
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
802.47%
BRK.B
BRK.B

Berkshire Hathaway Inc. New Common Stock

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
----
GOOG
GOOG

Alphabet

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
55.45%
AAPL
AAPL

Apple

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
27.10%
GOOGL
GOOGL

Alphabet

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
55.76%
PEP
PEP

PepsiCo

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
-22.46%
PG
PG

Procter & Gamble

Purchase

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
6.23%
MRK
MRK

Merck & Co

Sale

$1,001 - $15,000

Aug 05, 2022

Reported on

Sep 14, 2022
---
-5.70%
IP
IP

International Paper

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
20.37%
EMN
EMN

Eastman Chemical

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
-16.94%
LHX
LHX

L3Harris Technologies

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
9.24%
WFC
WFC

Wells Fargo

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
83.32%
AZO
AZO

AutoZone

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
71.44%
HPQ
HPQ

HP

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
-25.49%
REG
REG

Regency Centers

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
10.54%
IT
IT

Gartner

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
26.13%
KMI
KMI

Kinder Morgan

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
56.71%
BXP
BXP

Boston Properties

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
-20.70%
LUMN
LUMN

Lumen Technologies

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
-59.55%
BLDR
BLDR

Builders FirstSource

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
82.58%
NVR
NVR

NVR

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
72.35%
C
C

Citigroup

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
74.42%
BK
BK

Bank of New York Mellon

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
118.46%
HCA
HCA

HCA Healthcare

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
67.50%
DFS
DFS

Discover Financial

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
94.68%
BAC
BAC

Bank of America

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
36.83%
MAS
MAS

Masco

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
24.41%
CE
CE

Celanese

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
-48.54%
LOW
LOW

Lowe's Companies

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
10.84%
BBY
BBY

Best Buy Co

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
-11.68%
FICO
FICO

Fair Isaac

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
226.65%
DGX
DGX

Quest Diagnostics

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
21.10%
DVN
DVN

Devon Energy

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
-44.00%
KEY
KEY

KeyCorp

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
-0.77%
CCK
CCK

Crown Holdings

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
7.11%
UNP
UNP

Union Pacific

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
2.46%
ORCL
ORCL

Oracle

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
211.88%
CMA
CMA

Comerica

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
-21.71%
MO
MO

Altria Group

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
33.08%
MCK
MCK

McKesson

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
118.81%
WY
WY

Weyerhaeuser

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
-27.10%
MET
MET

MetLife

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
20.42%
CAH
CAH

Cardinal Health

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
167.76%
HST
HST

Host Hotels & Resorts

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
-6.86%
SPG
SPG

Simon Property Group

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
51.01%
BIIB
BIIB

Biogen

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
-39.86%
WHR
WHR

Whirlpool

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
F/K/A Charles Schwab - Edgewood Management Llc
-42.12%
T
T

AT&T

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
46.71%
AMCR
AMCR

Amcor

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
-25.63%
L
L

Loews

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
64.33%
AMP
AMP

Ameriprise Financial

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
94.34%
COF
COF

Capital One Financial

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
98.62%
PRU
PRU

Prudential Financial

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
5.57%
DRI
DRI

Darden Restaurants

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
64.14%
SYF
SYF

Synchrony Finl

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
103.82%
PHM
PHM

PulteGroup

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
161.08%
DPZ
DPZ

Domino's Pizza

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
19.03%
MPC
MPC

Marathon Petroleum

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
85.98%
NOC
NOC

Northrop Grumman

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
7.88%
AMGN
AMGN

Amgen

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
20.99%
APA
APA

APA

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
-47.31%
LBTYK
LBTYK

Liberty Global Plc Class C Ordinary

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
-55.35%
AIG
AIG

American Intl Gr

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
144.98%
CHTR
CHTR

Charter Communications

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
-16.05%
MRO
MRO

Marathon Oil

Sale

$1,001 - $15,000

Aug 03, 2022

Reported on

Sep 14, 2022
---
----
EL
EL

Estee Lauder Cos

Sale

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-67.20%
PKG
PKG

Packaging Corp of America

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
45.39%
WMT
WMT

Walmart

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
125.49%
CNC
CNC

Centene

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-67.13%
MDT
MDT

Medtronic

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-3.69%
LMT
LMT

Lockheed Martin

Sale

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
18.30%
AON
AON

Aon

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
23.95%
ABT
ABT

Abbott Laboratories

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
19.77%
APD
APD

Air Products & Chemicals

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
21.48%
AAPL
AAPL

Apple

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
34.04%
CNC
CNC

Centene

Sale

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-67.13%
MU
MU

Micron Technology

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
88.12%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
88.14%
V
V

Visa

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
66.25%
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
863.29%
TJX
TJX

TJX Companies

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
99.59%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
148.02%
GOOGL
GOOGL

Alphabet

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
61.83%
INTU
INTU

Intuit

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
73.31%
SBUX
SBUX

Starbucks

Sale

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
11.51%
MSFT
MSFT

Microsoft

Purchase

$15,001 - $50,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
88.14%
LRCX
LRCX

Lam Research

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
114.62%
CFG
CFG

Citizens Financial Group

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
25.82%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
88.14%
PKG
PKG

Packaging Corp of America

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
45.39%
SBUX
SBUX

Starbucks

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
11.51%
DIS
DIS

Walt Disney

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
15.77%
AMGN
AMGN

Amgen

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
18.79%
ABBV
ABBV

AbbVie

Sale (Partial)

$15,001 - $50,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
26.09%
MDT
MDT

Medtronic

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-3.69%
ABT
ABT

Abbott Laboratories

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
19.77%
TJX
TJX

TJX Companies

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
99.59%
NKE
NKE

Nike

Sale

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-33.15%
TJX
TJX

TJX Companies

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
99.59%
NVDA
NVDA

NVIDIA

Purchase

$15,001 - $50,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
863.29%
GOOGL
GOOGL

Alphabet

Sale (Partial)

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
61.83%
CNC
CNC

Centene

Sale

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-67.13%
AMGN
AMGN

Amgen

Sale

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
18.79%
LRCX
LRCX

Lam Research

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
114.62%
GOOG
GOOG

Alphabet

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
61.77%
GOOGL
GOOGL

Alphabet

Sale (Partial)

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
61.83%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
19.57%
SBUX
SBUX

Starbucks

Sale

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
11.51%
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
18.30%
SYY
SYY

Sysco

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-10.50%
PYPL
PYPL

PayPal Holdings

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-15.56%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-6.00%
ABBV
ABBV

AbbVie

Sale

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
26.09%
GIS
GIS

General Mills

Sale (Partial)

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-32.15%
PYPL
PYPL

PayPal Holdings

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-15.56%
GOOG
GOOG

Alphabet

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
61.77%
CFG
CFG

Citizens Financial Group

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
25.82%
PG
PG

Procter & Gamble

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
5.55%
CME
CME

CME Group

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
41.60%
SYY
SYY

Sysco

Sale

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-10.50%
LRCX
LRCX

Lam Research

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
114.62%
QCOM
QCOM

Qualcomm

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
0.42%
HD
HD

Home Depot

Sale (Partial)

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
19.57%
WMT
WMT

Walmart

Sale (Partial)

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
125.49%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
148.02%
PG
PG

Procter & Gamble

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
5.55%
APD
APD

Air Products & Chemicals

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
21.48%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
148.02%
EL
EL

Estee Lauder Cos

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-67.20%
INTU
INTU

Intuit

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
73.31%
GIS
GIS

General Mills

Sale (Partial)

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-32.15%
AMGN
AMGN

Amgen

Sale

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
18.79%
AAPL
AAPL

Apple

Sale (Partial)

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
34.04%
AON
AON

Aon

Sale (Partial)

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
23.95%
ABT
ABT

Abbott Laboratories

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
19.77%
NKE
NKE

Nike

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-33.15%
EL
EL

Estee Lauder Cos

Sale

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-67.20%
CFG
CFG

Citizens Financial Group

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
25.82%
DIS
DIS

Walt Disney

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
15.77%
DIS
DIS

Walt Disney

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
15.77%
MU
MU

Micron Technology

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
88.12%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
88.14%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-6.00%
GIS
GIS

General Mills

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-32.15%
NKE
NKE

Nike

Sale

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-33.15%
EXPD
EXPD

Expeditors International

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
12.29%
CB
CB

Chubb

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
48.45%
INTU
INTU

Intuit

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
73.31%
AAPL
AAPL

Apple

Sale (Partial)

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
34.04%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-6.00%
ABBV
ABBV

AbbVie

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
26.09%
PYPL
PYPL

PayPal Holdings

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-15.56%
MDT
MDT

Medtronic

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-3.69%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-4.86%
PFE
PFE

Pfizer

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
-52.26%
APD
APD

Air Products & Chemicals

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
21.48%
CAT
CAT

Caterpillar

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
122.88%
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

Jul 27, 2022

Reported on

Aug 10, 2022
---
863.29%
-

Echo Street Goodco Select, LP [Hn]

Purchase

$250,001 - $500,000

Jul 25, 2022

Reported on

Jul 26, 2022
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
MET
MET

MetLife

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
24.98%
CCK
CCK

Crown Holdings

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
13.36%
KEY
KEY

KeyCorp

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
-0.94%
CMA
CMA

Comerica

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
-22.73%
C
C

Citigroup

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
71.63%
WHR
WHR

Whirlpool

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
F/K/A Charles Schwab - Edgewood Management Llc
-42.53%
BAC
BAC

Bank of America

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
37.98%
PHM
PHM

PulteGroup

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
146.32%
MO
MO

Altria Group

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
39.08%
MAS
MAS

Masco

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
18.58%
ALLY
ALLY

Ally Financial

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
16.09%
HPQ
HPQ

HP

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
-25.44%
NOC
NOC

Northrop Grumman

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
13.95%
T
T

AT&T

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
31.59%
NVR
NVR

NVR

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
66.05%
CE
CE

Celanese

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
-50.70%
IP
IP

International Paper

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
19.45%
BBY
BBY

Best Buy Co

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
-14.43%
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
-44.95%
PRU
PRU

Prudential Financial

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
6.66%
BLDR
BLDR

Builders FirstSource

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
90.56%
COF
COF

Capital One Financial

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
88.76%
EMN
EMN

Eastman Chemical

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
-16.04%
UNP
UNP

Union Pacific

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
7.80%
AMGN
AMGN

Amgen

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
21.24%
APA
APA

APA

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
-48.17%
SYF
SYF

Synchrony Finl

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
108.11%
AMP
AMP

Ameriprise Financial

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
116.85%
LUMN
LUMN

Lumen Technologies

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
-59.19%
AZO
AZO

AutoZone

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
67.81%
CAH
CAH

Cardinal Health

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
189.30%
WFC
WFC

Wells Fargo

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
87.06%
BIIB
BIIB

Biogen

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
-38.09%
LOW
LOW

Lowe's Companies

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
13.39%
DPZ
DPZ

Domino's Pizza

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
13.25%
KMI
KMI

Kinder Morgan

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
61.14%
FICO
FICO

Fair Isaac

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
241.50%
AIG
AIG

American Intl Gr

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
125.64%
AMCR
AMCR

Amcor

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
-24.20%
LBTYK
LBTYK

Liberty Global

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
-54.95%
IT
IT

Gartner

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
43.44%
DFS
DFS

Discover Financial

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
82.19%
DGX
DGX

Quest Diagnostics

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
23.87%
L
L

Loews

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
57.61%
ORCL
ORCL

Oracle

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
232.41%
LHX
LHX

L3Harris Technologies

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
17.51%
MCK
MCK

McKesson

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
119.15%
CHTR
CHTR

Charter Communications

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
-21.44%
HCA
HCA

HCA Healthcare

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
102.77%
MRO
MRO

Marathon Oil

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
----
HST
HST

Host Hotels & Resorts

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
-6.86%
BK
BK

Bank of New York Mellon

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
121.40%
MPC
MPC

Marathon Petroleum

Purchase

$1,001 - $15,000

Jul 20, 2022

Reported on

Aug 10, 2022
---
94.13%
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
987.24%
BAC
BAC

Bank of America

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
42.73%
MCD
MCD

McDonald's

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
17.21%
CVS
CVS

CVS Health

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
-33.10%
AMZN
AMZN

Amazon.com

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
96.56%
AVGO
AVGO

Broadcom

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
467.91%
VZ
VZ

Verizon Communications

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
-19.15%
MRK
MRK

Merck & Co

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
-13.20%
ABBV
ABBV

AbbVie

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
24.06%
CVX
CVX

Chevron

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
8.91%
INTC
INTC

Intel

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
-41.25%
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
81.92%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
153.05%
CMCSA
CMCSA

Comcast

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
-15.89%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
22.23%
DHR
DHR

Danaher

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
-14.74%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
96.95%
CSCO
CSCO

Cisco Systems

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
56.42%
GOOGL
GOOGL

Alphabet

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
63.69%
GOOG
GOOG

Alphabet

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
62.96%
LIN
LIN

Linde

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
65.96%
ADBE
ADBE

Adobe

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
-4.76%
PM
PM

Philip Morris Intl

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
103.23%
WMT
WMT

Walmart

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
121.16%
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
-44.79%
CRM
CRM

Salesforce

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
54.11%
AAPL
AAPL

Apple

Purchase

$15,001 - $50,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
39.95%
RTN
RTN

Raytheon Company

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
----
LOW
LOW

Lowe's Companies

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
17.08%
TSLA
TSLA

Tesla

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
33.99%
BRK.B
BRK.B

Berkshire Hathaway Inc. New Common Stock

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
----
T
T

AT&T

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
31.02%
V
V

Visa

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
66.59%
QCOM
QCOM

Qualcomm

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
6.72%
ABT
ABT

Abbott Laboratories

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
21.06%
PG
PG

Procter & Gamble

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
5.97%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
3.00%
NKE
NKE

Nike

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
-31.14%
KO
KO

Coca-Cola

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
10.83%
PEP
PEP

PepsiCo

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
-20.90%
MA
MA

Mastercard

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
67.04%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
32.75%
LLY
LLY

Eli Lilly

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
138.18%
PFE
PFE

Pfizer

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
-52.44%
BMY
BMY

Bristol-Myers Squibb

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
-37.65%
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
-5.01%
SPGI
SPGI

S&P Global

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
50.05%
TMO
TMO

Thermo Fisher Scientific

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
-22.74%
FB
FB

Meta Platforms, Inc. Class A

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
----
WFC
WFC

Wells Fargo

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
94.29%
DIS
DIS

Walt Disney

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
25.86%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Jul 15, 2022

Reported on

Aug 10, 2022
---
-7.55%
AMZN
AMZN

Amazon.com

Purchase

$1,001 - $15,000

Jul 14, 2022

Reported on

Aug 10, 2022
---
101.74%
-

Abdiel Qualified Onshore Partners,

Sale

$500,001 - $1,000,000

Jul 01, 2022

Reported on

Jul 26, 2022
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
ALGN
ALGN

Align Tech

Sale

$15,001 - $50,000

Jun 15, 2022

Reported on

Jul 07, 2022
---
-21.96%
CMG
CMG

Chipotle Mexican Grill

Sale

$15,001 - $50,000

Jun 15, 2022

Reported on

Jul 07, 2022
---
110.79%
BX
BX

Blackstone

Sale

$15,001 - $50,000

Jun 15, 2022

Reported on

Jul 07, 2022
---
71.40%
V
V

Visa

Sale

$50,001 - $100,000

Jun 15, 2022

Reported on

Jul 07, 2022
---
78.37%
NOW
NOW

ServiceNow

Sale

$15,001 - $50,000

Jun 15, 2022

Reported on

Jul 07, 2022
---
107.53%
AMT
AMT

American Tower

Sale

$50,001 - $100,000

Jun 15, 2022

Reported on

Jul 07, 2022
---
-6.92%
ILMN
ILMN

Illumina

Sale

$15,001 - $50,000

Jun 10, 2022

Reported on

Jul 07, 2022
---
-51.15%
BX
BX

Blackstone

Purchase

$15,001 - $50,000

Jun 10, 2022

Reported on

Aug 02, 2023
Bx Was Purchased By Edgewood Management For $29,122 On June 10, 2022 And Sold For A Loss 5 Days Later On
54.16%
NFLX
NFLX

Netflix

Sale

$15,001 - $50,000

Jun 10, 2022

Reported on

Jul 07, 2022
---
583.45%
EQIX
EQIX

Equinix

Sale

$15,001 - $50,000

Jun 10, 2022

Reported on

Jul 07, 2022
---
17.94%
ASML
ASML

ASML Holding

Sale

$50,001 - $100,000

Jun 10, 2022

Reported on

Jul 07, 2022
---
44.66%
MTCH
MTCH

Match Group

Sale

$15,001 - $50,000

Jun 10, 2022

Reported on

Jul 07, 2022
---
-57.98%
NVDA
NVDA

NVIDIA

Sale (Partial)

$1,001 - $15,000

Jun 10, 2022

Reported on

Jul 07, 2022
---
909.60%
ADBE
ADBE

Adobe

Sale (Partial)

$1,001 - $15,000

Jun 10, 2022

Reported on

Jul 07, 2022
---
-8.14%
CMG
CMG

Chipotle Mexican Grill

Sale (Partial)

$1,001 - $15,000

Jun 10, 2022

Reported on

Jul 07, 2022
---
102.65%
CME
CME

CME Group

Sale (Partial)

$15,001 - $50,000

Jun 10, 2022

Reported on

Jul 07, 2022
---
38.83%
NOW
NOW

ServiceNow

Sale (Partial)

$15,001 - $50,000

Jun 10, 2022

Reported on

Jul 07, 2022
---
104.37%
SNAP
SNAP

Snap

Sale

$15,001 - $50,000

Jun 10, 2022

Reported on

Jul 07, 2022
---
-27.26%
ISRG
ISRG

Intuitive Surgical

Sale (Partial)

$1,001 - $15,000

Jun 10, 2022

Reported on

Jul 07, 2022
---
149.74%
EL
EL

Estee Lauder Cos

Purchase

$1,001 - $15,000

May 27, 2022

Reported on

Jun 06, 2022
---
-65.70%
AMT
AMT

American Tower

Sale (Partial)

$15,001 - $50,000

May 27, 2022

Reported on

Jun 06, 2022
---
-14.41%
ASML
ASML

ASML Holding

Purchase

$1,001 - $15,000

May 27, 2022

Reported on

Jun 06, 2022
---
29.32%
AMZN
AMZN

Amazon.com

Purchase

$1,001 - $15,000

May 27, 2022

Reported on

Jun 06, 2022
---
93.83%
CME
CME

CME Group

Sale (Partial)

$1,001 - $15,000

May 27, 2022

Reported on

Jun 06, 2022
---
38.81%
V
V

Visa

Sale (Partial)

$1,001 - $15,000

May 27, 2022

Reported on

Jun 06, 2022
---
64.36%
NOW
NOW

ServiceNow

Purchase

$15,001 - $50,000

May 27, 2022

Reported on

Jun 06, 2022
---
103.02%
V
V

Visa

Sale (Partial)

$1,001 - $15,000

Apr 29, 2022

Reported on

May 04, 2022
---
64.17%
ASML
ASML

ASML Holding

Purchase

$1,001 - $15,000

Apr 29, 2022

Reported on

May 04, 2022
---
33.82%
V
V

Visa

Sale (Partial)

$1,001 - $15,000

Apr 27, 2022

Reported on

May 04, 2022
---
63.42%
NOW
NOW

ServiceNow

Purchase

$1,001 - $15,000

Apr 27, 2022

Reported on

May 04, 2022
---
107.38%
C
C

Citigroup

Sale

$1,001 - $15,000

Apr 19, 2022

Reported on

May 04, 2022
---
70.11%
C
C

Citigroup

Sale

$1,001 - $15,000

Apr 19, 2022

Reported on

May 04, 2022
---
70.11%
EQIX
EQIX

Equinix

Sale (Partial)

$1,001 - $15,000

Mar 31, 2022

Reported on

Apr 07, 2022
---
3.24%
NOW
NOW

ServiceNow

Purchase

$1,001 - $15,000

Mar 08, 2022

Reported on

Apr 07, 2022
---
86.60%
PYPL
PYPL

PayPal Holdings

Sale

$50,001 - $100,000

Mar 03, 2022

Reported on

Apr 07, 2022
---
-27.99%
CME
CME

CME Group

Sale (Partial)

$1,001 - $15,000

Mar 03, 2022

Reported on

Apr 07, 2022
---
15.24%
ASML
ASML

ASML Holding

Purchase

$15,001 - $50,000

Mar 03, 2022

Reported on

Apr 07, 2022
---
19.60%
ISRG
ISRG

Intuitive Surgical

Purchase

$1,001 - $15,000

Feb 23, 2022

Reported on

Mar 04, 2022
---
85.40%
NOW
NOW

ServiceNow

Purchase

$15,001 - $50,000

Feb 18, 2022

Reported on

Mar 04, 2022
---
73.91%
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

Feb 18, 2022

Reported on

Mar 04, 2022
---
624.85%
ADBE
ADBE

Adobe

Purchase

$1,001 - $15,000

Feb 18, 2022

Reported on

Mar 04, 2022
---
-18.26%
FB
FB

Meta Platforms, Inc. Class A

Sale

$50,001 - $100,000

Feb 18, 2022

Reported on

Mar 04, 2022
F/K/A Facebook, Inc.
----
SNAP
SNAP

Snap

Purchase

$1,001 - $15,000

Feb 17, 2022

Reported on

Mar 04, 2022
---
-75.51%
NFLX
NFLX

Netflix

Purchase

$1,001 - $15,000

Feb 02, 2022

Reported on

Mar 04, 2022
---
191.12%
BIIB
BIIB

Biogen

Sale

$1,001 - $15,000

Jan 14, 2022

Reported on

Feb 11, 2022
---
-46.32%
LUV
LUV

Southwest Airlines

Sale

$1,001 - $15,000

Jan 14, 2022

Reported on

Feb 11, 2022
---
-18.35%
INFO
INFO

Ihs Markit Ltd. Common Shares

Sale

$15,001 - $50,000

Dec 31, 2021

Reported on

Feb 11, 2022
---
-83.35%
PYPL
PYPL

PayPal Holdings

Purchase

$1,001 - $15,000

Dec 31, 2021

Reported on

Feb 11, 2022
---
-61.31%
NFLX
NFLX

Netflix

Purchase

$1,001 - $15,000

Dec 31, 2021

Reported on

Feb 11, 2022
---
107.54%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Dec 31, 2021

Reported on

Feb 11, 2022
---
50.34%
SNAP
SNAP

Snap

Purchase

$1,001 - $15,000

Dec 31, 2021

Reported on

Feb 11, 2022
---
-79.46%
ISRG
ISRG

Intuitive Surgical

Sale (Partial)

$1,001 - $15,000

Dec 01, 2021

Reported on

Feb 11, 2022
---
60.24%
ILMN
ILMN

Illumina

Purchase

$1,001 - $15,000

Dec 01, 2021

Reported on

Feb 11, 2022
---
-72.11%
SNAP
SNAP

Snap

Purchase

$1,001 - $15,000

Nov 24, 2021

Reported on

Feb 11, 2022
---
-80.55%
NVDA
NVDA

NVIDIA

Sale (Partial)

$1,001 - $15,000

Nov 18, 2021

Reported on

Feb 11, 2022
---
441.03%
INTU
INTU

Intuit

Sale (Partial)

$1,001 - $15,000

Nov 15, 2021

Reported on

Feb 11, 2022
---
19.90%
SNAP
SNAP

Snap

Purchase

$1,001 - $15,000

Nov 15, 2021

Reported on

Feb 11, 2022
---
-82.60%
PYPL
PYPL

PayPal Holdings

Purchase

$15,001 - $50,000

Nov 12, 2021

Reported on

Feb 11, 2022
---
-64.97%
NVDA
NVDA

NVIDIA

Sale (Partial)

$15,001 - $50,000

Nov 12, 2021

Reported on

Feb 11, 2022
---
463.90%
NVDA
NVDA

NVIDIA

Sale (Partial)

$1,001 - $15,000

Nov 05, 2021

Reported on

Feb 11, 2022
---
475.99%
CME
CME

CME Group

Purchase

$1,001 - $15,000

Nov 05, 2021

Reported on

Feb 11, 2022
---
25.18%
ILMN
ILMN

Illumina

Purchase

$1,001 - $15,000

Oct 26, 2021

Reported on

Feb 11, 2022
---
-76.09%
WMT
WMT

Walmart

Purchase

$1,001 - $15,000

Oct 22, 2021

Reported on

Nov 05, 2021
---
92.43%
APD
APD

Air Products & Chemicals

Purchase

$1,001 - $15,000

Oct 22, 2021

Reported on

Nov 05, 2021
---
-0.77%
WMT
WMT

Walmart

Purchase

$1,001 - $15,000

Oct 22, 2021

Reported on

Nov 05, 2021
---
92.43%
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Oct 22, 2021

Reported on

Nov 05, 2021
---
25.86%
APD
APD

Air Products & Chemicals

Purchase

$1,001 - $15,000

Oct 22, 2021

Reported on

Nov 05, 2021
---
-0.77%
PG
PG

Procter & Gamble

Purchase

$1,001 - $15,000

Oct 22, 2021

Reported on

Nov 05, 2021
---
9.16%
DIS
DIS

Walt Disney

Purchase

$1,001 - $15,000

Oct 22, 2021

Reported on

Nov 05, 2021
---
-29.28%
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Oct 22, 2021

Reported on

Nov 05, 2021
---
25.86%
DIS
DIS

Walt Disney

Purchase

$1,001 - $15,000

Oct 22, 2021

Reported on

Nov 05, 2021
---
-29.28%
MTCH
MTCH

Match Group

Purchase

$1,001 - $15,000

Oct 19, 2021

Reported on

Feb 11, 2022
---
-79.95%
V
V

Visa

Purchase

$1,001 - $15,000

Oct 19, 2021

Reported on

Feb 11, 2022
---
49.84%
AMZN
AMZN

Amazon.com

Sale (Partial)

$1,001 - $15,000

Oct 19, 2021

Reported on

Feb 11, 2022
---
29.61%
NVDA
NVDA

NVIDIA

Sale (Partial)

$1,001 - $15,000

Oct 19, 2021

Reported on

Feb 11, 2022
---
668.82%
NVDA
NVDA

NVIDIA

Sale (Partial)

$1,001 - $15,000

Sep 01, 2021

Reported on

Feb 11, 2022
---
663.65%
ILMN
ILMN

Illumina

Purchase

$1,001 - $15,000

Aug 25, 2021

Reported on

Feb 11, 2022
---
-79.54%
INTU
INTU

Intuit

Sale (Partial)

$1,001 - $15,000

Aug 24, 2021

Reported on

Feb 11, 2022
---
35.50%
MTCH
MTCH

Match Group

Purchase

$1,001 - $15,000

Aug 09, 2021

Reported on

Feb 11, 2022
---
-77.17%
NFLX
NFLX

Netflix

Purchase

$1,001 - $15,000

Jun 22, 2021

Reported on

Feb 11, 2022
---
145.73%
NVDA
NVDA

NVIDIA

Sale (Partial)

$1,001 - $15,000

Jun 22, 2021

Reported on

Feb 11, 2022
---
807.36%
MTCH
MTCH

Match Group

Purchase

$1,001 - $15,000

Jun 18, 2021

Reported on

Feb 11, 2022
---
-79.07%
NVDA
NVDA

NVIDIA

Sale (Partial)

$1,001 - $15,000

Jun 18, 2021

Reported on

Feb 11, 2022
---
819.43%
TBBC
TBBC

Triad Business Bank

Purchase

$50,001 - $100,000

Jun 15, 2021

Reported on

Feb 11, 2022
Small Public Community Bank.
----
MTCH
MTCH

Match Group

Purchase

$1,001 - $15,000

May 19, 2021

Reported on

Feb 11, 2022
---
-76.79%
INFO
INFO

Ihs Markit Ltd. Common Shares

Sale (Partial)

$1,001 - $15,000

May 19, 2021

Reported on

Feb 11, 2022
---
-78.41%
SNAP
SNAP

Snap

Purchase

$1,001 - $15,000

May 14, 2021

Reported on

Feb 11, 2022
---
-81.77%
FB
FB

Meta Platforms, Inc. Class A

Sale (Partial)

$1,001 - $15,000

May 14, 2021

Reported on

Feb 11, 2022
F/K/A Facebook, Inc. Cl A
----
MTCH
MTCH

Match Group

Purchase

$1,001 - $15,000

May 04, 2021

Reported on

Feb 11, 2022
---
-76.81%
ISRG
ISRG

Intuitive Surgical

Sale (Partial)

$1,001 - $15,000

May 04, 2021

Reported on

Feb 11, 2022
---
81.15%
AON
AON

Aon

Sale (Partial)

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
41.01%
ACN
ACN

Accenture

Sale (Partial)

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
-3.55%
INTU
INTU

Intuit

Sale (Partial)

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
82.14%
DIS
DIS

Walt Disney

Sale (Partial)

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
-35.59%
AMGN
AMGN

Amgen

Purchase

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
24.78%
SBUX
SBUX

Starbucks

Sale (Partial)

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
-19.20%
TJX
TJX

TJX Companies

Sale (Partial)

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
70.92%
LRCX
LRCX

Lam Research

Purchase

$15,001 - $50,000

Apr 30, 2021

Reported on

May 06, 2021
---
61.77%
ABBV
ABBV

AbbVie

Sale (Partial)

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
70.92%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
100.50%
ACN
ACN

Accenture

Sale (Partial)

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
-3.55%
JNJ
JNJ

Johnson & Johnson

Sale (Partial)

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
1.26%
V
V

Visa

Sale (Partial)

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
49.81%
LRCX
LRCX

Lam Research

Purchase

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
61.77%
GOOGL
GOOGL

Alphabet

Sale (Partial)

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
55.49%
EL
EL

Estee Lauder Cos

Sale (Partial)

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
-72.47%
VTRS
VTRS

Viatris

Sale (Partial)

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
-31.73%
CAT
CAT

Caterpillar

Purchase

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
81.00%
SBUX
SBUX

Starbucks

Sale (Partial)

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
-19.20%
CNC
CNC

Centene

Purchase

$1,001 - $15,000

Apr 30, 2021

Reported on

May 06, 2021
---
-50.75%
CMG
CMG

Chipotle Mexican Grill

Purchase

$1,001 - $15,000

Mar 26, 2021

Reported on

Feb 11, 2022
---
84.64%
ADBE
ADBE

Adobe

Purchase

$1,001 - $15,000

Mar 25, 2021

Reported on

Feb 11, 2022
---
-19.78%
EL
EL

Estee Lauder Cos

Sale (Partial)

$15,001 - $50,000

Mar 25, 2021

Reported on

Feb 11, 2022
---
-69.81%
SNAP
SNAP

Snap

Purchase

$1,001 - $15,000

Mar 25, 2021

Reported on

Feb 11, 2022
---
-81.21%
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

Mar 25, 2021

Reported on

Feb 11, 2022
---
1267.10%
INFO
INFO

Ihs Markit Ltd. Common Shares

Sale (Partial)

$1,001 - $15,000

Mar 25, 2021

Reported on

Feb 11, 2022
---
-77.02%
INFO
INFO

Ihs Markit Ltd. Common Shares

Sale (Partial)

$1,001 - $15,000

Mar 16, 2021

Reported on

Feb 11, 2022
---
-76.79%
MTCH
MTCH

Match Group

Purchase

$1,001 - $15,000

Mar 09, 2021

Reported on

Feb 11, 2022
---
-78.82%
CME
CME

CME Group

Purchase

$1,001 - $15,000

Mar 08, 2021

Reported on

Feb 11, 2022
---
29.66%
SNAP
SNAP

Snap

Sale (Partial)

$1,001 - $15,000

Mar 02, 2021

Reported on

Feb 11, 2022
---
-85.03%
-

Seven Bridges Long/Short Equity

Purchase

$500,001 - $1,000,000

Mar 01, 2021

Reported on

Mar 04, 2021
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
-

Melvin Capital LP [Hn]

Purchase

$500,001 - $1,000,000

Mar 01, 2021

Reported on

Mar 04, 2021
Hedge Fund. Fund Manager Letter On File With The Committee On Ethics.
----
ILMN
ILMN

Illumina

Sale (Partial)

$1,001 - $15,000

Feb 24, 2021

Reported on

Feb 11, 2022
---
-78.36%
MTCH
MTCH

Match Group

Purchase

$15,001 - $50,000

Feb 24, 2021

Reported on

Feb 11, 2022
---
-79.96%
SNAP
SNAP

Snap

Sale (Partial)

$15,001 - $50,000

Feb 24, 2021

Reported on

Feb 11, 2022
---
-86.09%
INFO
INFO

Ihs Markit Ltd. Common Shares

Sale (Partial)

$1,001 - $15,000

Feb 11, 2021

Reported on

Feb 11, 2022
---
-76.25%
V
V

Visa

Purchase

$15,001 - $50,000

Feb 02, 2021

Reported on

Feb 11, 2022
---
</