Scott H. Peters

U.S. RepresentativeCA50113 filings770 transactions
View on House Disclosures
#DateTickerAssetTypeOwnerAmountDocID
12025-11-20Kent Street Group LLCPurchaseSP$15,001 - $50,00020033588
22025-11-19Allocate Alpha Fund II LPPurchaseSP$15,001 - $50,00020033588
32025-11-19Palmdale CA SchPurchaseSP$100,001 - $250,00020033588
42025-11-18U.S. Treasury NotesSale (partial)SP$500,001 - $1,000,00020033588
52025-11-12Motesto CA WastePurchaseSP$100,001 - $250,00020033588
62025-11-03Sacramento CA WTR UTILSaleSP$100,001 - $250,00020033588
72025-10-06U.S Treasury BillsPurchaseSP$15,001 - $50,00020033472
82025-10-02U.S Treasury BillsSale (partial)SP$15,001 - $50,00020033472
92025-10-01San Francisco CA Sewer UtilSaleSP$50,001 - $100,00020033472
102025-09-29Riverside CA Sewer UtilSaleSP$100,001 - $250,00020032283
112025-09-25Inverted Capital I LPPurchaseSP$50,001 - $100,00020032283
122025-09-25U.S Treasury BillsSale (partial)SP$15,001 - $50,00020032283
132025-09-24Allocate Alpha Fund II LPPurchaseSP$15,001 - $50,00020032283
142025-09-22Allocate Premier Access FundPurchaseSP$15,001 - $50,00020032283
152025-09-10Anaheim CA Hsg Elec UtilPurchaseSP$50,001 - $100,00020032283
162025-09-09San Francisco CA Bay Mass TranPurchaseSP$50,001 - $100,00020032283
172025-09-08U.S Treasury BillsSale (partial)SP$50,001 - $100,00020032283
182025-09-08U.S Treasury BillsPurchaseSP$100,001 - $250,00020032283
192025-09-04U.S Treasury BillsSale (partial)SP$100,001 - $250,00020032283
202025-09-03Inverted Capital I LPPurchaseSP$100,001 - $250,00020032283
212025-08-05CA ST UNIV PUB EDUCPurchaseSP$100,001 - $250,00020032054
222025-08-05San Jose CA Uni SchPurchaseSP$500,001 - $1,000,00020032054
232025-08-01Mammoth CA USD IMPT SCHSaleSP$50,001 - $100,00020032054
242025-08-01San Juan CA USD IMPT SCHSale (partial)SP$100,001 - $250,00020032054
252025-08-01Santa Clara CN CA HLTHSaleSP$15,001 - $50,00020032054
262025-08-01U.S Treasury BillsPurchaseSP$250,001 - $500,00020032054
272025-07-31U.S Treasury BillsSale (partial)SP$250,001 - $500,00020030876
282025-07-24Kent Street Group LLCPurchaseSP$15,001 - $50,00020030876
292025-07-03GV Livingston LLCPurchaseSP$50,001 - $100,00020030876
302025-07-01Los Angeles CA FINL SCHSaleSP$50,001 - $100,00020030876
312025-06-25Valo Ventures GP II, LPPurchaseSP$15,001 - $50,00020030663
322025-06-24Allocate Alpha Fund II LPPurchaseSP$1,001 - $15,00020030663
332025-06-23Allocate Premier Access FundPurchaseSP$15,001 - $50,00020030663
342025-06-16U.S Treasury BillsPurchaseSP$100,001 - $250,00020030663
352025-06-12U.S Treasury BillsSale (partial)SP$100,001 - $250,00020030663
362025-06-10Los Angeles CA Wtr Swr UtilPurchaseSP$100,001 - $250,00020030663
372025-06-02East Bay MUD SYS CASale (partial)SP$50,001 - $100,00020030663
382025-05-27Allocate Alpha Fund II LPPurchaseSP$15,001 - $50,00020030517
392025-05-23Allocate Premier Access FundPurchaseSP$15,001 - $50,00020030517
402025-05-21Lynett Capital Partners IIIPurchaseSP$100,001 - $250,00020030517
412025-04-14Kent Street Group LLCPurchaseSP$15,001 - $50,00020030340
422025-04-11U.S Treasury BillsSale (partial)SP$250,001 - $500,00020030340
432025-03-31U.S Treasury BillsPurchaseSP$500,001 - $1,000,00020029120
442025-03-27U.S Treasury BillsSale (partial)SP$500,001 - $1,000,00020029120
452025-02-03U.S Treasury BillsPurchaseSP$250,001 - $500,00020027961
462025-01-28U.S Treasury BillsSale (partial)SP$250,001 - $500,00020026774
472025-01-10Kent Street Group LLCPurchaseSP$15,001 - $50,00020026774
482024-12-30U.S Treasury BillsPurchaseSP$500,001 - $1,000,00020026577
492024-12-26U.S Treasury BillsSale (partial)SP$500,001 - $1,000,00020026577
502024-12-23Allocate Alpha Fund II LPPurchaseSP$15,001 - $50,00020026577
512024-12-23Allocate Premier Access FundPurchaseSP$15,001 - $50,00020026577
522024-12-19U.S. Treasury NotesSale (partial)SP$50,001 - $100,00020026577
532024-12-16U.S Treasury BillsPurchaseSP$250,001 - $500,00020026577
542024-12-16U.S Treasury BillsPurchaseSP$250,001 - $500,00020026577
552024-12-02CA ST DEPT WTR UTILSaleSP$250,001 - $500,00020026577
562024-11-18Stepstone Tactical Growth Fund III,PurchaseSP$1,001 - $15,00020026393
572024-11-07Visalia CA Uni IMPT SCHPurchaseSP$500,001 - $1,000,00020026393
582024-10-15Orange CTY CA REV UTXSaleSP$50,001 - $100,00020026188
592024-10-01San Francisco CA Sewer UtilSale (partial)SP$500,001 - $1,000,00020026188
602024-09-27Sacramento CA WTR UTILPurchaseSP$50,001 - $100,00020026016
612024-09-20Allocate Premier Access FundPurchaseSP$15,001 - $50,00020026016
622024-09-19Allocate Alpha Fund II LPPurchaseSP$15,001 - $50,00020026016
632024-09-11Kent Street Group GPPurchaseSP$15,001 - $50,00020026016
642024-09-10GV Christi LLCPurchaseSP$50,001 - $100,00020026016
652024-09-09Lynett Capital Partners IIIPurchaseSP$100,001 - $250,00020026016
662024-09-03San Mateo CA UHSD IMPT SCHSaleSP$50,001 - $100,00020026016
672024-08-29CA ST UNIV PUB EDUCPurchaseSP$250,001 - $500,00020025827
682024-08-20San Juan CA USD IMPT SCHPurchaseSP$100,001 - $250,00020025827
692024-08-15Foothill-DeAnza CCD CA EducPurchaseSP$500,001 - $1,000,00020025827
702024-08-08San Diego CA UNI GO UTXPurchaseSP$250,001 - $500,00020025827
712024-08-08U.S Treasury BillsSale (partial)SP$500,001 - $1,000,00020025827
722024-08-07Los Angeles CA FINL SCHPurchaseSP$50,001 - $100,00020025827
732024-08-01Cerritos CA CCD COLL EDUCSaleSP$50,001 - $100,00020025827
742024-08-01San Francisco CA BARTSaleSP$250,001 - $500,00020025827
752024-07-25U.S Treasury BillsSale (partial)SP$250,001 - $500,00020025576
762024-07-23Los Angeles CA IMPT SchPurchaseSP$500,001 - $1,000,00020025576
772024-07-17Cambrian CA SDSaleSP$500,001 - $1,000,00020025576
782024-07-12San Diego CA WTR UTILPurchaseSP$50,001 - $100,00020025576
792024-07-10Sacramento CA UTILPurchaseSP$100,001 - $250,00020025576
802024-07-10Santa Clara CN CA HLTHPurchaseSP$15,001 - $50,00020025576
812024-07-01Marin CA MIN WTR UTILSaleSP$50,001 - $100,00020025576
822024-07-01U.S Treasury BillsPurchaseSP$500,001 - $1,000,00020025576
832024-06-27Torch Capital III LPPurchaseSP$15,001 - $50,00020025424
842024-06-21UNIV CA PUB EDUCPurchaseSP$50,001 - $100,00020025424
852024-06-17San Francisco CA IMPT SCHSaleSP$50,001 - $100,00020025424
862024-06-11U.S Treasury BillsSale (partial)SP$250,001 - $500,00020025424
872024-06-07U.S Treasury BillsSale (partial)SP$250,001 - $500,00020025424
882024-06-03Alhambra CA USD SCHPurchaseSP$250,001 - $500,00020025424
892024-05-22Oceanside CA IMPT SCHPurchaseSP$500,001 - $1,000,00020025285
902024-05-20Los Angeles County, CA Excise TaxPurchaseSP$50,001 - $100,00020025285
912024-05-20San Diego, CA IMPT SCHPurchaseSP$50,001 - $100,00020025285
922024-05-17Los Angeles CA GO UTXPurchaseSP$50,001 - $100,00020025285
932024-05-16U.S Treasury BillsSale (partial)SP$250,001 - $500,00020025285
942024-04-03U.S Treasury NotesPurchaseSP$500,001 - $1,000,00020025037
952024-03-21U.S Treasury BillsSale (partial)SP$500,001 - $1,000,00020024837
962024-03-05U.S Treasury NotesPurchaseSP$500,001 - $1,000,00020024837
972024-02-29U.S Treasury BillsSale (partial)SP$500,001 - $1,000,00020024662
982024-02-14U.S Treasury BillsPurchaseSP$500,001 - $1,000,00020024662
992024-02-08U.S Treasury BillsSale (partial)SP$500,001 - $1,000,00020024662
1002024-01-31U.S Treasury BillsPurchaseSP$250,001 - $500,00020024477
1012024-01-18U.S Treasury BillsSale (partial)SP$250,001 - $500,00020024477
1022024-01-17Lynett Capital Partners III, LPPurchaseSP$100,001 - $250,00020024477
1032023-12-27U.S. Treasury NotesPurchaseSP$100,001 - $250,00020024316
1042023-12-21U.S Treasury BillsSale (partial)SP$500,001 - $1,000,00020024316
1052023-12-19Solano CA CCD EducPurchaseSP$250,001 - $500,00020024316
1062023-12-14Paris TX, GO LTXPurchaseSP$250,001 - $500,00020024316
1072023-12-14U.S Treasury BillsSale (partial)SP$500,001 - $1,000,00020024316
1082023-11-20U.S Treasury BillsPurchaseSP$250,001 - $500,00020024130
1092023-11-17U.S Treasury BillsPurchaseSP$500,001 - $1,000,00020024130
1102023-11-08Los Angeles CA GO UTXPurchaseSP$500,001 - $1,000,00020024130
1112023-11-08Lynett Capital Partners V, LPPurchaseSP$100,001 - $250,00020024130
1122023-11-08U.S Treasury BillsPurchaseSP$500,001 - $1,000,00020024130
1132023-11-02U.S Treasury BillsSale (partial)SP$500,001 - $1,000,00020024130
1142023-11-01CA UNIV REVSaleSP$500,001 - $1,000,00020024130
1152023-10-31Riverside CA Sewer UtilPurchaseSP$100,001 - $250,00020023998
1162023-10-02Folsom Cordova CA Impt SchSaleSP$250,001 - $500,00020023998
1172023-09-25U.S Treasury BillsPurchaseSP$100,001 - $250,00020023824
1182023-09-25U.S Treasury BillsPurchaseSP$500,001 - $1,000,00020023824
1192023-09-21U.S Treasury BillsSale (partial)SP$100,001 - $250,00020023824
1202023-09-21U.S Treasury BillsSale (partial)SP$500,001 - $1,000,00020023824
1212023-08-17San Carlos CA SD Impt SchPurchaseSP$500,001 - $1,000,00020023664
1222023-08-08Upper Sta Clr JPA Wtr UtilPurchaseSP$100,001 - $250,00020023664
1232023-08-01Lodi CA USD GO UTXSaleSP$50,001 - $100,00020023664
1242023-08-01San Diego, CA CCD Coll EducSaleSP$250,001 - $500,00020023664
1252023-07-24U.S. Treasury NotesPurchaseSP$250,001 - $500,00020023499
1262023-07-20U.S. Treasury NotesSale (partial)SP$250,001 - $500,00020023499
1272023-07-14U.S. Treasury NotesPurchaseSP$15,001 - $50,00020023499
1282023-07-13San Diego CA Trans Excise TaxPurchaseSP$100,001 - $250,00020023499
1292023-07-10Cibolo Creek Muni Swr UtilSaleSP$15,001 - $50,00020023499
1302023-06-23US Treasury BillPurchaseSP$250,001 - $500,00020023277
1312023-06-15San Francisco CA IMPT SCHSale (partial)SP$250,001 - $500,00020023277
1322023-05-15Univ CASaleSP$500,001 - $1,000,00020023111
1332023-04-25U.S Treasury BillsPurchaseSP$100,001 - $250,00020022900
1342023-04-25U.S Treasury BillsPurchaseSP$500,001 - $1,000,00020022900
1352023-04-24U.S Treasury BillsPurchaseSP$500,001 - $1,000,00020022900
1362023-04-03Bay Area Toll RV Toll TranSaleSP$250,001 - $500,00020022900
1372023-03-07U.S Treasury BillsSaleSP$100,001 - $250,00020022690
1382023-02-07U.S Treasury BillsPurchaseSP$100,001 - $250,00020022633
1392023-01-03Multi-Pack Solutions LLCSale (partial)SP$100,001 - $250,00020022409
1402023-01-01Los Angeles CA W/P Wtr UtilSaleSP$15,001 - $50,00020022409
1412022-08-12Folsom Cordova CA Impt SchPurchaseSP$250,001 - $500,00020021674
1422022-08-12Los Angeles County Excise TaxPurchaseSP$250,001 - $500,00020021674
1432022-08-01Ohlone Community College DistrictSaleSP$250,001 - $500,00020021674
1442022-08-01Rowland CA USDSaleSP$250,001 - $500,00020021674
1452022-07-06San Francisco CA Sewer UtilPurchaseSP$100,001 - $250,00020021506
1462022-07-06San Francisco CA Sewer UtilPurchaseSP$500,001 - $1,000,00020021506
1472022-06-21East Bay MUD Sys CAPurchaseSP$250,001 - $500,00020021323
1482022-06-02Lodi CA USD GO UTXPurchaseSP$100,001 - $250,00020021323
1492022-05-26San Francisco CA BARTPurchaseSP$250,001 - $500,00020021202
1502022-05-26San Francisco CA IMP SCHPurchaseSP$100,001 - $250,00020021202
1512022-05-26San Francisco CA IMPT SCHPurchaseSP$250,001 - $500,00020021202
1522022-05-24Mammoth CA USD IMPT SCHPurchaseSP$100,001 - $250,00020021202
1532022-05-20Cerritos CA CCD COLL EDUCPurchaseSP$100,001 - $250,00020021202
1542022-05-19San Mateo CA UHSD IMPT SCHPurchaseSP$100,001 - $250,00020021202
1552022-05-18CA ST DEPT WTR UTILPurchaseSP$250,001 - $500,00020021202
1562022-05-18Orange CTY CA REV UTXPurchaseSP$100,001 - $250,00020021202
1572022-05-16East Bay MUD SYS CAPurchaseSP$500,001 - $1,000,00020021202
1582022-01-31gV Pines Apartments, LLCPurchaseSP$100,001 - $250,00020020436
1592021-11-01San Francisco CA Rev. Bonds [gS]SaleSP$500,001 - $1,000,00020019960
1602021-10-14CA Educ [gS]SaleSP$250,001 - $500,00020019787
1612021-10-14Contra Costa CCD [gS]SaleSP$250,001 - $500,00020019787
1622021-10-14Sequoia CA UHSD IMPD SCH [gS]SaleSP$500,001 - $1,000,00020019787
1632021-10-13Cibolo Creek Muni Swr util [gS]PurchaseSP$50,001 - $100,00020019787
1642021-09-02Novato CA USD IMPT SCH [gS]PurchaseSP$50,001 - $100,00020019621
1652021-09-01los Angeles CA gO UTX [gS]SaleSP$50,001 - $100,00020019621
1662021-08-16Sacramento CA utl Pwr util [gS]SaleSP$500,001 - $1,000,00020019450
1672021-08-02Centinela VY UHS Impt Sch [gS]SaleSP$250,001 - $500,00020019450
1682021-06-17uS Treasury Notes [gS]Sale (partial)SP$100,001 - $250,00020019062
1692021-05-03CA St Dept Wtr Res Power Ser O [gS]SaleSP$250,001 - $500,00020018867
1702021-05-03uS Treasury Notes [gS]Sale (partial)SP$50,001 - $100,00020018867
1712021-04-28Broadview Hghts OH gO UTX [gS]PurchaseSP$50,001 - $100,00020018716
1722021-04-13los Angeles CA W/P Wtr util [gS]PurchaseSP$50,001 - $100,00020018716
1732021-04-05u.S. Treasury Notes [gS]Sale (partial)SP$500,001 - $1,000,00020018716
1742021-04-01San Diego CA Trans Rev LTX [gS]SaleSP$50,001 - $100,00020018716
1752021-03-10uS Treasury Nootes [gS]Sale (partial)SP$500,001 - $1,000,00020018560
1762021-02-16CA Infra & Dev Bk Comb util [gS]Sale (partial)SP$100,001 - $250,00020018346
1772021-02-16grossmont CA Impt Sch [gS]SaleSP$100,001 - $250,00020018346
1782021-02-16Rancho CA WTR FA DIST COMB UTIL [gS]SaleSP$100,001 - $250,00020018346
1792021-02-16San Diego CA Wtr util [gS]SaleSP$100,001 - $250,00020018346
1802021-02-16San Francisco, CA City/Cty Impt [gS]SaleSP$100,001 - $250,00020018346
1812021-02-16San Francisco, CA FINL SCH [gS]SaleSP$100,001 - $250,00020018346
1822021-02-16Santa Clara CA USD Impt Sch [gS]SaleSP$100,001 - $250,00020018346
1832021-02-16univ CA Pub Ed [gS]SaleSP$100,001 - $250,00020018346
1842021-02-11San Diego CA Wtr util [gS]PurchaseSP$100,001 - $250,00020018346
1852021-02-10Anaheim CA Elec util [gS]SaleSP$100,001 - $250,00020018346
1862021-02-10Bay Area Toll RV TOLL Tran [gS]Sale (partial)SP$100,001 - $250,00020018346
1872021-02-10CA State Dept. Water Resources [gS]Sale (partial)SP$50,001 - $100,00020018346
1882021-02-10CA State univ Pub Educ [gS]Sale (partial)SP$50,001 - $100,00020018346
1892021-02-10Coast CCD CA Coll Educ [gS]SaleSP$50,001 - $100,00020018346
1902021-02-10los Angeles Cnty, CA MT Excise Tax [gS]SaleSP$100,001 - $250,00020018346
1912021-02-10Mount San Jacinto Coll Educ [gS]SaleSP$100,001 - $250,00020018346
1922021-02-10San Bruno, CA Swr util [gS]SaleSP$50,001 - $100,00020018346
1932021-02-10San Francisco CA City/Cnty VP [gS]SaleSP$100,001 - $250,00020018346
1942021-02-01Dublin San Ramon, CA Wtr util [gS]Sale (partial)SP$50,001 - $100,00020018346
1952020-12-30u.S. Treasury Bills [gS]Sale (partial)SP$500,001 - $1,000,00020017994
1962020-12-16u.S. Treasury Bills [gS]PurchaseSP$500,001 - $1,000,00020017994
1972020-12-10u.S. Treasury Bills [gS]SaleSP$500,001 - $1,000,00020017994
1982020-11-30Multi-Pack Solutions LLCPurchaseSP$250,001 - $500,00020017873
1992020-10-14grossmont CA Impt Sch [gS]PurchaseSP$100,001 - $250,00020017661
2002020-10-09lynett Capital Partners II lPPurchaseSP$15,001 - $50,00020017661
2012020-10-01San Francisco, CA City/Cty Impt [gS]SaleSP$50,001 - $100,00020017661
2022020-09-10San Francisco, CA FINL SCH [gS]PurchaseSP$100,001 - $250,00020017509
2032020-09-01Roseville, CA Finance Auth [gS]SaleSP$50,001 - $100,00020017509
2042020-08-13Mariposa CTY, CA IMPT SCH [gS]PurchaseSP$100,001 - $250,00020017351
2052020-08-04RANDRand Capital CorporationSaleSP$1,001 - $15,00020017351
2062020-08-03RANDRand Capital CorporationSale (partial)SP$1,001 - $15,00020017351
2072020-07-31RANDRand Capital CorporationSale (partial)SP$1,001 - $15,00020017148
2082020-07-30RANDRand Capital CorporationSale (partial)SP$1,001 - $15,00020017148
2092020-07-29Calleguas ETC CA [gS]SaleSP$250,001 - $500,00020017351
2102020-07-29gainesville Fl COMB UTIL [gS]SaleSP$100,001 - $250,00020017148
2112020-07-29Ohio Water Development Authority [gS]SaleSP$100,001 - $250,00020017148
2122020-07-29Orlando Fl UTILS PWR UTIL [gS]SaleSP$100,001 - $250,00020017148
2132020-07-29RANDRand Capital CorporationSale (partial)SP$1,001 - $15,00020017148
2142020-07-28RANDRand Capital CorporationSale (partial)SP$1,001 - $15,00020017148
2152020-07-24New York NY gO UTX [gS]SaleSP$100,001 - $250,00020017148
2162020-07-15Ohio Water Development Authority [gS]Sale (partial)SP$500,001 - $1,000,00020017148
2172020-07-01MA BAY TRAN AUTH EXCISE TAX [gS]Sale (partial)SP$100,001 - $250,00020017148
2182020-06-18DC UNIV EDUC [gS]SaleSelf$250,001 - $500,00020016923
2192020-06-18gainesville Fl COMB UTIL [gS]Sale (partial)Self$250,001 - $500,00020016923
2202020-06-18MA BAY TRAN AUTH MASS TRAN [gS]Sale (partial)Self$250,001 - $500,00020016923
2212020-06-16u.S. Treasury Bills [gS]PurchaseSP$500,001 - $1,000,00020016923
2222020-06-15W Palm Beach Fl COMB UTIL [gS]SaleSelf$100,001 - $250,00020016923
2232020-06-11u.S. Treasury Bills [gS]SaleSP$500,001 - $1,000,00020016923
2242020-06-01East Bay Muni util Dist, CA [gS]SaleSelf$50,001 - $100,00020016923
2252020-05-13Dublin, CA unified Sch Dist [gS]PurchaseSP$500,001 - $1,000,00020016735
2262020-05-11los Angeles, CA Dept. of Water & Power [gS]PurchaseSP$500,001 - $1,000,00020016735
2272020-05-01CA State Dept. of Water Bonds [gS]Sale (partial)SP$500,001 - $1,000,00020016735
2282020-04-13Metropolitan Water District S C WTR util [gS]SaleSP$250,001 - $500,00020016586
2292020-04-09Sequoia Ca UHSD Impt Sch [gS]PurchaseSP$500,001 - $1,000,00020016586
2302020-04-08Bay area Toll RV Ca Toll Tran [gS]PurchaseSP$250,001 - $500,00020016586
2312020-04-08Contra Costa Ca CCD [gS]PurchaseSP$250,001 - $500,00020016586
2322020-04-08Sacramento Ca utl Pwr util [gS]PurchaseSP$500,001 - $1,000,00020016586
2332020-04-01Ca Educ Priv Educ [gS]PurchaseSP$250,001 - $500,00020016586
2342020-04-01Centinela VY UHS Impt Sch [gS]PurchaseSP$250,001 - $500,00020016586
2352020-03-30San Diego, Ca CCD Coll Educ [gS]PurchaseSP$500,001 - $1,000,00020016400
2362020-03-13u.S. Treasury Bills [gS]PurchaseSP$500,001 - $1,000,00020016400
2372020-03-12u.S. Treasury Bills [gS]SaleSP$500,001 - $1,000,00020016400
2382020-03-02lynett Capital Partners II lPPurchaseSP$15,001 - $50,00020016400
2392020-01-29Butte-glenn Muni Bonds [gS]SaleSelf$500,001 - $1,000,00020015024
2402020-01-28u.S. Treasury Notes [gS]PurchaseSP$500,001 - $1,000,00020015024
2412020-01-27alameda Ca Trans Excise [gS]SaleSP$500,001 - $1,000,00020015024
2422020-01-27San Francisco County Ca EXCISE TAX [gS]SaleSP$500,001 - $1,000,00020015024
2432020-01-27Silicon Vy Cln Wtr util [gS]Sale (partial)SP$250,001 - $500,00020015024
2442019-09-16u.S. Treasury Bills [gS]PurchaseSP$500,001 - $1,000,00020012466
2452019-09-12u.S. Treasury Bills [gS]SaleSP$500,001 - $1,000,00020012466
2462019-08-27lynett Capital Partners II lP [oI]PurchaseSP$15,001 - $50,00020012309
2472019-08-09San Juan, Ca USD [gS]PurchaseSP$500,001 - $1,000,00020012309
2482019-08-01Washington State Bonds [gS]SaleSelf$500,001 - $1,000,00020012309
2492019-07-31San Jose, Ca [gS]SaleSelf$500,001 - $1,000,00020012153
2502019-07-25Sacramento Muni util Dist [gS]PurchaseSP$250,001 - $500,00020012153
2512019-07-24Ohlone Community College District [gS]PurchaseSP$250,001 - $500,00020012153
2522019-07-19Ma BAY TRAN AUTH EXCISE TAX [gS]Sale (partial)SP$100,001 - $250,00020012153
2532019-07-16Ohio Water Development authority [gS]PurchaseSP$500,001 - $1,000,00020012153
2542019-07-16Roseville, Ca Finance auth [gS]PurchaseSP$100,001 - $250,00020012153
2552019-07-12East Bay Muni util Dist, Ca [gS]SaleSP$250,001 - $500,00020012153
2562019-07-01los angeles Ca, W util Pwr [gS]SaleSP$250,001 - $500,00020012153
2572019-06-07RANDRand Capital Corporation - Common StockSale (partial)SP$1,001 - $15,00020011963
2582019-06-04RANDRand Capital Corporation - Common StockSale (partial)SP$1,001 - $15,00020011963
2592019-06-03RANDRand Capital Corporation - Common StockSale (partial)SP$1,001 - $15,00020011963
2602019-05-28RANDRand Capital Corporation - Common StockSale (partial)SP$1,001 - $15,00020011805
2612019-05-24RANDRand Capital Corporation - Common StockSale (partial)SP$15,001 - $50,00020011805
2622019-05-23Ca St Dept Wtr Res Power Ser O [gS]PurchaseSP$250,001 - $500,00020011805
2632019-05-23RANDRand Capital Corporation - Common StockSale (partial)SP$1,001 - $15,00020011805
2642019-05-22RANDRand Capital Corporation - Common StockSale (partial)SP$1,001 - $15,00020011805
2652019-05-21RANDRand Capital Corporation - Common StockSale (partial)SP$1,001 - $15,00020011805
2662019-05-20Enterprise Ca Elem Sch Dist Rfdg - 2029 [gS]PurchaseSP$500,001 - $1,000,00020011805
2672019-05-20Enterprise Ca Elem Sch Dist Rfdg - 2030 [gS]PurchaseSP$250,001 - $500,00020011805
2682019-05-20RANDRand Capital Corporation - Common StockSale (partial)SP$1,001 - $15,00020011805
2692019-05-17RANDRand Capital Corporation - Common StockSale (partial)SP$1,001 - $15,00020011805
2702019-05-15university of Ca Rev. Bonds [gS]SaleSP$500,001 - $1,000,00020011805
2712019-04-26gainesville Fl COMB UTIL [gS]Sale (partial)SP$100,001 - $250,00020011594
2722019-04-03u.S. Treasury Bills [gS]PurchaseSP$100,001 - $250,00020011594
2732019-03-28u.S. Treasury Bills [gS]Sale (partial)SP$100,001 - $250,00020011456
2742019-03-18lynett Capital Partners II lPPurchaseSP$15,001 - $50,00020011456
2752019-03-18u.S. Treasury Bills [gS]PurchaseSP$500,001 - $1,000,00020011456
2762019-03-14u.S. Treasury Bills [gS]Sale (partial)SP$500,001 - $1,000,00020011456
2772019-03-08RANDRand Capital Corporation - Common StockSale (partial)SP$15,001 - $50,00020011456
2782019-03-07RANDRand Capital Corporation - Common StockSale (partial)SP$15,001 - $50,00020011456
2792019-03-06RANDRand Capital Corporation - Common StockSale (partial)SP$15,001 - $50,00020011456
2802019-03-05RANDRand Capital Corporation - Common StockSale (partial)SP$1,001 - $15,00020011456
2812019-03-04RANDRand Capital Corporation - Common StockSale (partial)SP$1,001 - $15,00020011456
2822019-03-01RANDRand Capital Corporation - Common StockSale (partial)SP$1,001 - $15,00020011456
2832019-02-28RANDRand Capital Corporation - Common StockSale (partial)SP$1,001 - $15,00020011286
2842019-02-27Ca Infra & E Dev Pool auth [gS]PurchaseSP$500,001 - $1,000,00020011286
2852019-02-26Ca State univ Pub Educ [gS]PurchaseSelf$50,001 - $100,00020011286
2862019-02-25lynett Capital Partners II lPPurchaseSP$50,001 - $100,00020011286
2872019-02-21alameda Ca Trans Excise [gS]PurchaseSP$500,001 - $1,000,00020011286
2882019-02-20los angeles Cnty, Ca MT Excise Tax [gS]PurchaseSelf$100,001 - $250,00020011286
2892019-02-19San Francisco, Ca City/Cnty VP [gS]PurchaseSelf$100,001 - $250,00020011286
2902019-02-14anaheim Ca Elec util [gS]PurchaseSelf$100,001 - $250,00020011286
2912019-02-14Bay area Toll RV Toll Tran [gS]PurchaseSelf$100,001 - $250,00020011286
2922019-02-14Ca State Dept. Water Resources [gS]PurchaseSelf$50,001 - $100,00020011286
2932019-02-14Monterey Peninsula WTR COPS [gS]SaleSP$500,001 - $1,000,00020011286
2942019-02-14NEW YORK NY gO UTX [gS]SaleSelf$250,001 - $500,00020011286
2952019-02-14NYC NY MUN Fa WTR UTIL [gS]SaleSelf$250,001 - $500,00020011286
2962019-02-14UNIV TX PERM UNIV PUB EDUC [gS]SaleSelf$250,001 - $500,00020011286
2972019-02-14W Palm Beach Fl COMB UTIL [gS]Sale (partial)Self$100,001 - $250,00020011286
2982019-02-11Coast CCD Ca Coll Educ [gS]PurchaseSelf$50,001 - $100,00020011286
2992019-02-11Mount San Jacinto Coll Educ [gS]PurchaseSelf$100,001 - $250,00020011286
3002019-02-11San Bruno Ca Swr util [gS]PurchaseSelf$50,001 - $100,00020011286
3012019-02-08East Bay Muni util Dist, Ca [gS]PurchaseSelf$100,001 - $250,00020011286
3022019-01-09Rowland Ca USD [gS]PurchaseSP$250,001 - $500,00020011136
3032019-01-09Silicon Valley Cln Wtr [gS]PurchaseSP$250,001 - $500,00020011136
3042018-12-31San Francisco County Ca EXCISE TAX [gS]PurchaseSP$500,001 - $1,000,00020011013
3052018-12-28los angeles Ca gO UTX [gS]PurchaseSP$100,001 - $250,00020011013
3062018-12-28Marin Ca MIN WTR UTIL [gS]PurchaseSP$100,001 - $250,00020011013
3072018-12-26Ca UNIV REV [gS]PurchaseSP$500,001 - $1,000,00020011013
3082018-12-26Folsom Cordova SCH DIST Ca IMPT SCH [gS]PurchaseSP$100,001 - $250,00020011013
3092018-12-26Rancho Ca WTR FAC DIST COMB UTIL [gS]PurchaseSP$100,001 - $250,00020011013
3102018-12-26San Diego Ca TRANS EXCISE TAX [gS]PurchaseSP$100,001 - $250,00020011013
3112018-12-26W Palm Beach Fl COMB UTIL [gS]PurchaseSelf$250,001 - $500,00020011013
3122018-12-24gainesville Fl COMB UTIL [gS]PurchaseSelf$250,001 - $500,00020011013
3132018-12-24UNIV TX PERM UNIV PUB EDUC [gS]PurchaseSelf$250,001 - $500,00020011013
3142018-12-21DC UNIV EDUC [gS]PurchaseSelf$250,001 - $500,00020011013
3152018-12-21New York NY gO UTX [gS]PurchaseSelf$250,001 - $500,00020011013
3162018-12-20NYC NY MUN Fa WTR UTIL [gS]PurchaseSelf$250,001 - $500,00020011013
3172018-12-19Ma BAY TRAN AUTH MASS TRAN [gS]PurchaseSelf$250,001 - $500,00020011013
3182018-12-17u.S. Treasury Bills [gS]PurchaseSP$500,001 - $1,000,00020011013
3192018-12-13u.S. Treasury Bills [gS]SaleSelf$1,000,001 - $5,000,00020011013
3202018-10-01Harris County TX Flood Bonds [gS]SaleSelf$100,001 - $250,00020010644
3212018-09-17u.S. Treasury Bills [gS]PurchaseSP$500,001 - $1,000,00020010440
3222018-09-13u.S. Treasury Bills [gS]SaleSP$500,001 - $1,000,00020010440
3232018-09-12u.S. Treasury Bills [gS]PurchaseSelf$1,000,001 - $5,000,00020010440
3242018-09-04univ Ca Pub Educ [gS]Sale (partial)Self$500,001 - $1,000,00020010440
3252018-08-14RANDRand Capital Corporation - Common StockSale (partial)SP$15,001 - $50,00020010256
3262018-08-10RANDRand Capital Corporation - Common StockSale (partial)SP$15,001 - $50,00020010256
3272018-08-09RANDRand Capital Corporation - Common StockSale (partial)SP$1,001 - $15,00020010256
3282018-08-07Bay area Toll RV Toll Tran [gS]SaleSelf$250,001 - $500,00020010256
3292018-08-07Orange Ca WTR CO WTR COPS [gS]SaleSelf$250,001 - $500,00020010256
3302018-08-07RANDRand Capital Corporation - Common StockSale (partial)SP$1,001 - $15,00020010256
3312018-08-07San Diego County , Ca Bonds [gS]SaleSelf$250,001 - $500,00020010256
3322018-08-03RANDRand Capital Corporation - Common StockSale (partial)SP$15,001 - $50,00020010256
3332018-08-02austin TX Water Bonds [gS]SaleSelf$250,001 - $500,00020010256
3342018-08-02Ca State Dept. Water Resources [gS]Sale (partial)Self$250,001 - $500,00020010256
3352018-08-02los angeles Cty, Ca Mt [gS]SaleSelf$100,001 - $250,00020010256
3362018-08-02Metropolitan Water District of Southern Ca Bonds [gS]Sale (partial)Self$500,001 - $1,000,00020010256
3372018-08-02Poway, Ca unified Sch. Dist. Bonds [gS]SaleSelf$500,001 - $1,000,00020010256
3382018-08-01RANDRand Capital Corporation - Common StockSale (partial)SP$50,001 - $100,00020010256
3392018-07-27RANDRand Capital Corporation - Common StockSale (partial)SP$1,001 - $15,00020010048
3402018-07-01Monterey Peninsula WTR COPS [gS]Sale (partial)SP$50,001 - $100,00020010048
3412018-06-11u.S. Treasury Bills [gS]PurchaseSP$500,001 - $1,000,00020009865
3422018-06-07u.S. Treasury Bills [gS]SaleSP$500,001 - $1,000,00020009865
3432018-05-21Pittsburg Ca Wtr util [gS]PurchaseSP$250,001 - $500,00020009721
3442018-05-09Pasadena Ca area CC Educ [gS]PurchaseSP$250,001 - $500,00020009721
3452018-05-01Calleguas ETC Ca [gS]Sale (partial)SP$500,001 - $1,000,00020009721
3462018-05-01East Bay Muni util Dist, Ca [gS]Sale (partial)SP$250,001 - $500,00020009721
3472018-05-01los angeles Ca CCD [gS]PurchaseSP$100,001 - $250,00020009721
3482018-05-01San Diego County, Ca Bonds [gS]SaleSelf$250,001 - $500,00020009721
3492018-04-30Dublin San Ramon, Ca Wtr util [gS]PurchaseSP$100,001 - $250,00020009486
3502018-04-30San Francisco, Ca City/Cty Impt [gS]PurchaseSP$100,001 - $250,00020009486
3512018-04-27Ca Infra & Dev Bk Comb util [gS]PurchaseSP$100,001 - $250,00020009486
3522018-04-27San Francisco, Ca Cty & City Swr util [gS]PurchaseSP$100,001 - $250,00020009486
3532018-04-27Santa Clara Ca USD Impt Sch [gS]PurchaseSP$100,001 - $250,00020009486
3542018-04-27Silicon Vy Cln Wtr util [gS]PurchaseSP$100,001 - $250,00020009486
3552018-04-27univ Ca Pub Educ [gS]PurchaseSP$100,001 - $250,00020009486
3562018-04-26los angeles, Ca, W util Pwr [gS]SaleSP$250,001 - $500,00020009486
3572017-12-29Metropolitan WTR Dist S C WTR utilPurchaseSP$250,001 - $500,00020008718
3582017-12-28East Bay Muni util Dist, CaPurchaseSP$500,001 - $1,000,00020008920
3592017-12-27Monterey Peninsula WTR COPSPurchaseSP$500,001 - $1,000,00020008718
3602017-12-27San Diego Ca Trans Rev LTXPurchaseSelf$250,001 - $500,00020008718
3612017-11-30u.S. Treasury BillsPurchaseSP$500,001 - $1,000,00020008718
3622017-11-28Bay area Toll RV Toll TranPurchaseSelf$250,001 - $500,00020008718
3632017-11-28Orange Ca WTR CO WTR COPSPurchaseSelf$250,001 - $500,00020008718
3642017-09-15Manufacturers Drive LLCPurchaseSP$250,001 - $500,00020008187
3652017-07-01Hillsborough County Sch. BondsSaleSelf$250,001 - $500,00020007764
3662017-07-01los angeles unified Sch Dist BondsSaleSelf$250,001 - $500,00020007764
3672017-06-01Virginia State BondsSaleSelf$250,001 - $500,00020007591
3682017-05-25Eastern CA MUSaleSP$500,001 - $1,000,00020007467
3692017-05-11Orange, CA Wtr Co.PurchaseSP$250,001 - $500,00020007467
3702017-05-03Los Angeles, CA, W Util PwrPurchaseSP$500,001 - $1,000,00020007467
3712017-04-27San Diego, Ca, TRAPurchaseSP$100,001 - $250,00020007288
3722017-04-26San Diego, Ca, TRAPurchaseSP$500,001 - $1,000,00020007288
3732017-04-24Met. Water District, Ca.PurchaseSP$500,001 - $1,000,00020007288
3742017-04-21Calleguas ETC CaPurchaseSP$500,001 - $1,000,00020007288
3752017-04-19los angeles Cty, Ca MtPurchaseSelf$100,001 - $250,00020007288
3762017-04-18Ca State Dept. Water ResourcesPurchaseSelf$250,001 - $500,00020007288
3772017-04-01Santa Clara Valley Var BondsSaleSelf$250,001 - $500,00020007288
3782016-12-07Winward Academy LLCPurchaseSelf$15,001 - $50,00020007467
3792016-08-012000020602 San Ramon Valley, CA BondsSaleSelf$250,001 - $500,00020005873
3802016-08-01San Ramon Valley, Ca BondsSaleSelf$250,001 - $500,00020005858
3812016-07-15university of Neb. Facilities BondsSaleSelf$1,000,001 - $5,000,00020005695
3822016-07-01Puerto Rico Commonwealth BondsSaleSelf$100,001 - $250,00020005695
3832016-05-01San Francisco Ca Rev. BondsSaleSelf$100,001 - $250,00020005319
3842016-04-01Kenosha Wis.unified Sch. Dist. BondsSaleSelf$500,001 - $1,000,00020005066
3852016-01-14u.S. Treasury BillsSaleSelf$500,001 - $1,000,00020004514
3862016-01-07u.S. Treasury BillsSaleSelf$500,001 - $1,000,00020004514
3872015-12-15u.S. Treasury BillsPurchaseSelf$1,000,001 - $5,000,00020004433
3882015-09-02AETaetna Inc.SaleSP$50,001 - $100,00020003741
3892015-09-02AETaetna Inc.SaleSP$100,001 - $250,00020003741
3902015-09-02allergan plc Ordinary Shares (agN)SaleSP$100,001 - $250,00020003741
3912015-09-02allergan plc Ordinary Shares (agN)SaleSP$50,001 - $100,00020003741
3922015-09-02ADSalliance Data Systems CorporationSaleSP$15,001 - $50,00020003741
3932015-09-02ADSalliance Data Systems CorporationSaleSP$50,001 - $100,00020003741
3942015-09-02AMZNamazon.com, Inc.SaleSP$100,001 - $250,00020003741
3952015-09-02AMZNamazon.com, Inc.SaleSP$100,001 - $250,00020003741
3962015-09-02AXPamerican Express CompanySaleSP$15,001 - $50,00020003741
3972015-09-02AXPamerican Express CompanySaleSP$50,001 - $100,00020003741
3982015-09-02APCanadarko Petroleum CorporationSaleSP$50,001 - $100,00020003741
3992015-09-02APCanadarko Petroleum CorporationSaleSP$50,001 - $100,00020003741
4002015-09-02apple Inc. (aaPl)SaleSP$100,001 - $250,00020003741
4012015-09-02apple Inc. (aaPl)SaleSP$100,001 - $250,00020003741
4022015-09-02ADPautomatic Data Processing, Inc.SaleSP$100,001 - $250,00020003741
4032015-09-02ADPautomatic Data Processing, Inc.SaleSP$100,001 - $250,00020003741
4042015-09-02BACBank of america CorporationSaleSP$15,001 - $50,00020003741
4052015-09-02BACBank of america CorporationSaleSP$50,001 - $100,00020003741
4062015-09-02BLKBlackRock, Inc.SaleSP$50,001 - $100,00020003741
4072015-09-02BLKBlackRock, Inc.SaleSP$15,001 - $50,00020003741
4082015-09-02Boeing Company (Ba)SaleSP$50,001 - $100,00020003741
4092015-09-02Boeing Company (Ba)SaleSP$50,001 - $100,00020003741
4102015-09-02COFCapital One Financial CorporationSaleSP$50,001 - $100,00020003741
4112015-09-02COFCapital One Financial CorporationSaleSP$100,001 - $250,00020003741
4122015-09-02CSCOCisco Systems, Inc.SaleSP$50,001 - $100,00020003741
4132015-09-02CSCOCisco Systems, Inc.SaleSP$50,001 - $100,00020003741
4142015-09-02CCitigroup, Inc.SaleSP$50,001 - $100,00020003741
4152015-09-02CCitigroup, Inc.SaleSP$50,001 - $100,00020003741
4162015-09-02CTXSCitrix Systems, Inc.SaleSP$15,001 - $50,00020003741
4172015-09-02CTXSCitrix Systems, Inc.SaleSP$50,001 - $100,00020003741
4182015-09-02Colgate-Palmolive Company (Cl)SaleSP$50,001 - $100,00020003741
4192015-09-02Colgate-Palmolive Company (Cl)SaleSP$15,001 - $50,00020003741
4202015-09-02CMCSAComcast Corporation - Class aSaleSP$50,001 - $100,00020003741
4212015-09-02CMCSAComcast Corporation - Class aSaleSP$100,001 - $250,00020003741
4222015-09-02CVSCVS Health CorporationSaleSP$100,001 - $250,00020003741
4232015-09-02CVSCVS Health CorporationSaleSP$50,001 - $100,00020003741
4242015-09-02DHRDanaher CorporationSaleSP$50,001 - $100,00020003741
4252015-09-02DHRDanaher CorporationSaleSP$100,001 - $250,00020003741
4262015-09-02Dollar general Corporation (Dg)SaleSP$50,001 - $100,00020003741
4272015-09-02Dollar general Corporation (Dg)SaleSP$50,001 - $100,00020003741
4282015-09-02EMCEMC CorporationSaleSP$50,001 - $100,00020003741
4292015-09-02EMCEMC CorporationSaleSP$50,001 - $100,00020003741
4302015-09-02EOGEOG Resources, Inc.SaleSP$15,001 - $50,00020003741
4312015-09-02EOGEOG Resources, Inc.SaleSP$15,001 - $50,00020003741
4322015-09-02EQTEQT CorporationSaleSP$15,001 - $50,00020003741
4332015-09-02EQTEQT CorporationSaleSP$15,001 - $50,00020003741
4342015-09-02ESRXExpress Scripts Holding CompanySaleSP$100,001 - $250,00020003741
4352015-09-02ESRXExpress Scripts Holding CompanySaleSP$50,001 - $100,00020003741
4362015-09-02FISFidelity National Information Services, Inc.SaleSP$15,001 - $50,00020003741
4372015-09-02FISFidelity National Information Services, Inc.SaleSP$50,001 - $100,00020003741
4382015-09-02FISVFiserv, Inc.SaleSP$100,001 - $250,00020003741
4392015-09-02FISVFiserv, Inc.SaleSP$50,001 - $100,00020003741
4402015-09-02general Electric Company (gE)SaleSP$50,001 - $100,00020003741
4412015-09-02general Electric Company (gE)SaleSP$100,001 - $250,00020003741
4422015-09-02GOOGgoogle Inc. - Class C Capital StockSaleSP$100,001 - $250,00020003741
4432015-09-02GOOGgoogle Inc. - Class C Capital StockSaleSP$100,001 - $250,00020003741
4442015-09-02HDHome Depot, Inc.SaleSP$50,001 - $100,00020003741
4452015-09-02HDHome Depot, Inc.SaleSP$100,001 - $250,00020003741
4462015-09-02JNJJohnson & JohnsonSaleSP$50,001 - $100,00020003741
4472015-09-02JNJJohnson & JohnsonSaleSP$50,001 - $100,00020003741
4482015-09-02JPMJP Morgan Chase & Co.SaleSP$50,001 - $100,00020003741
4492015-09-02JPMJP Morgan Chase & Co.SaleSP$100,001 - $250,00020003741
4502015-09-02MMacy's IncSaleSP$50,001 - $100,00020003741
4512015-09-02MMacy's IncSaleSP$50,001 - $100,00020003741
4522015-09-02MDTMedtronic plc. Ordinary SharesSaleSP$100,001 - $250,00020003741
4532015-09-02MDTMedtronic plc. Ordinary SharesSaleSP$100,001 - $250,00020003741
4542015-09-02MRKMerck & Company, Inc. Common StockSaleSP$50,001 - $100,00020003741
4552015-09-02MRKMerck & Company, Inc. Common StockSaleSP$50,001 - $100,00020003741
4562015-09-02MSFTMicrosoft CorporationSaleSP$50,001 - $100,00020003741
4572015-09-02MSFTMicrosoft CorporationSaleSP$100,001 - $250,00020003741
4582015-09-02NEENextEra Energy, Inc.SaleSP$15,001 - $50,00020003741
4592015-09-02NEENextEra Energy, Inc.SaleSP$15,001 - $50,00020003741
4602015-09-02OMCOmnicom group Inc.SaleSP$50,001 - $100,00020003741
4612015-09-02OMCOmnicom group Inc.SaleSP$50,001 - $100,00020003741
4622015-09-02ORCLOracle CorporationSaleSP$100,001 - $250,00020003741
4632015-09-02ORCLOracle CorporationSaleSP$50,001 - $100,00020003741
4642015-09-02PEPPepsico, Inc.SaleSP$50,001 - $100,00020003741
4652015-09-02PEPPepsico, Inc.SaleSP$50,001 - $100,00020003741
4662015-09-02PXPraxair, Inc.SaleSP$50,001 - $100,00020003741
4672015-09-02PXPraxair, Inc.SaleSP$50,001 - $100,00020003741
4682015-09-02PRUPrudential Financial, Inc.SaleSP$50,001 - $100,00020003741
4692015-09-02PRUPrudential Financial, Inc.SaleSP$100,001 - $250,00020003741
4702015-09-02QCOMQualCOMM IncorporatedSaleSP$15,001 - $50,00020003741
4712015-09-02QCOMQualCOMM IncorporatedSaleSP$15,001 - $50,00020003741
4722015-09-02SYKStryker CorporationSaleSP$50,001 - $100,00020003741
4732015-09-02SYKStryker CorporationSaleSP$50,001 - $100,00020003741
4742015-09-02TMOThermo Fisher Scientific IncSaleSP$15,001 - $50,00020003741
4752015-09-02TMOThermo Fisher Scientific IncSaleSP$15,001 - $50,00020003741
4762015-09-02TJXTJX Companies, Inc.SaleSP$50,001 - $100,00020003741
4772015-09-02TJXTJX Companies, Inc.SaleSP$50,001 - $100,00020003741
4782015-09-02TYCTyco International plcSaleSP$15,001 - $50,00020003741
4792015-09-02TYCTyco International plcSaleSP$15,001 - $50,00020003741
4802015-09-02USBu.S. BancorpSaleSP$50,001 - $100,00020003741
4812015-09-02USBu.S. BancorpSaleSP$50,001 - $100,00020003741
4822015-09-02UNPunion Pacific CorporationSaleSP$15,001 - $50,00020003741
4832015-09-02UNPunion Pacific CorporationSaleSP$15,001 - $50,00020003741
4842015-09-02UTXunited Technologies CorporationSaleSP$50,001 - $100,00020003741
4852015-09-02UTXunited Technologies CorporationSaleSP$50,001 - $100,00020003741
4862015-09-02UNHunitedHealth group Incorporated Common StockSaleSP$100,001 - $250,00020003741
4872015-09-02UNHunitedHealth group Incorporated Common StockSaleSP$50,001 - $100,00020003741
4882015-09-02VFCV.F. CorporationSaleSP$50,001 - $100,00020003741
4892015-09-02VFCV.F. CorporationSaleSP$50,001 - $100,00020003741
4902015-09-02VZVerizon Communications Inc.SaleSP$50,001 - $100,00020003741
4912015-09-02VZVerizon Communications Inc.SaleSP$50,001 - $100,00020003741
4922015-09-02VVisa Inc.SaleSP$50,001 - $100,00020003741
4932015-09-02VVisa Inc.SaleSP$50,001 - $100,00020003741
4942015-09-02DISWalt Disney CompanySaleSP$15,001 - $50,00020003741
4952015-09-02DISWalt Disney CompanySaleSP$15,001 - $50,00020003741
4962015-09-02WFCWells Fargo & CompanySaleSP$100,001 - $250,00020003741
4972015-09-02WFCWells Fargo & CompanySaleSP$50,001 - $100,00020003741
4982015-09-02WMBWilliams Companies, Inc.SaleSP$50,001 - $100,00020003741
4992015-09-02WMBWilliams Companies, Inc.SaleSP$100,001 - $250,00020003741
5002015-09-01East Bay Calif Regl. BondsSaleSelf$250,001 - $500,00020003941
5012015-09-01Massachusetts State BondsSaleSelf$500,001 - $1,000,00020003941
5022015-09-01Minnesota Public Facilities BondsSaleSelf$250,001 - $500,00020003941
5032015-08-27allergan plc Ordinary Shares (agN)PurchaseSP$15,001 - $50,00020003741
5042015-08-27NEENextEra Energy, Inc.PurchaseSP$15,001 - $50,00020003741
5052015-08-27TJXTJX Companies, Inc.SaleSP$15,001 - $50,00020003741
5062015-08-27UNHunitedHealth group Incorporated Common StockSaleSP$15,001 - $50,00020003741
5072015-08-17NEENextEra Energy, Inc.PurchaseSP$15,001 - $50,00020003741
5082015-08-17NEENextEra Energy, Inc.PurchaseSP$15,001 - $50,00020003741
5092015-08-17DISWalt Disney CompanySaleSP$15,001 - $50,00020003741
5102015-08-17DISWalt Disney CompanySaleSP$15,001 - $50,00020003741
5112015-08-05ADPautomatic Data Processing, Inc.PurchaseSP$15,001 - $50,00020003741
5122015-08-05ADPautomatic Data Processing, Inc.PurchaseSP$15,001 - $50,00020003741
5132015-08-05ESRXExpress Scripts Holding CompanySaleSP$15,001 - $50,00020003741
5142015-08-05ESRXExpress Scripts Holding CompanySaleSP$15,001 - $50,00020003741
5152015-08-03APCanadarko Petroleum CorporationPurchaseSP$15,001 - $50,00020003741
5162015-08-03APCanadarko Petroleum CorporationPurchaseSP$1,001 - $15,00020003741
5172015-08-03EOGEOG Resources, Inc.PurchaseSP$1,001 - $15,00020003741
5182015-08-03EOGEOG Resources, Inc.PurchaseSP$15,001 - $50,00020003741
5192015-08-03MROMarathon Oil CorporationSaleSP$15,001 - $50,00020003741
5202015-08-03MROMarathon Oil CorporationSaleSP$15,001 - $50,00020003741
5212015-08-01Pajaro Valley Ca BondsSaleSelf$250,001 - $500,00020003741
5222015-08-01Riverside Ca BondsSaleSelf$250,001 - $500,00020003741
5232015-08-01Virginia Public Sch. BondsSaleSelf$250,001 - $500,00020003741
5242015-07-31Madison adams Investments, llCPurchaseSP$1,001 - $15,00020003617
5252015-07-17BACBank of america CorporationSaleSP$15,001 - $50,00020003617
5262015-07-17BACBank of america CorporationSaleSP$15,001 - $50,00020003617
5272015-07-17TMOThermo Fisher Scientific IncPurchaseSP$15,001 - $50,00020003617
5282015-07-17TMOThermo Fisher Scientific IncPurchaseSP$15,001 - $50,00020003617
5292015-07-15TLSRPTelos Corporation Preferred StockSaleSelf$500,001 - $1,000,00020003617
5302015-07-10AETaetna Inc.PurchaseSP$50,001 - $100,00020003617
5312015-07-10AETaetna Inc.PurchaseSP$15,001 - $50,00020003617
5322015-07-10allergan plc Ordinary Shares (agN)PurchaseSP$15,001 - $50,00020003617
5332015-07-10allergan plc Ordinary Shares (agN)PurchaseSP$50,001 - $100,00020003617
5342015-07-10ADSalliance Data Systems CorporationPurchaseSP$15,001 - $50,00020003617
5352015-07-10ADSalliance Data Systems CorporationPurchaseSP$15,001 - $50,00020003617
5362015-07-10AMZNamazon.com, Inc.PurchaseSP$50,001 - $100,00020003617
5372015-07-10AMZNamazon.com, Inc.PurchaseSP$50,001 - $100,00020003617
5382015-07-10AXPamerican Express CompanyPurchaseSP$15,001 - $50,00020003617
5392015-07-10AXPamerican Express CompanyPurchaseSP$15,001 - $50,00020003617
5402015-07-10APCanadarko Petroleum CorporationPurchaseSP$15,001 - $50,00020003617
5412015-07-10APCanadarko Petroleum CorporationPurchaseSP$15,001 - $50,00020003617
5422015-07-10apple Inc. (aaPl)PurchaseSP$50,001 - $100,00020003617
5432015-07-10apple Inc. (aaPl)PurchaseSP$50,001 - $100,00020003617
5442015-07-10ADPautomatic Data Processing, Inc.PurchaseSP$15,001 - $50,00020003617
5452015-07-10ADPautomatic Data Processing, Inc.PurchaseSP$50,001 - $100,00020003617
5462015-07-10BACBank of america CorporationPurchaseSP$15,001 - $50,00020003617
5472015-07-10BACBank of america CorporationPurchaseSP$15,001 - $50,00020003617
5482015-07-10BLKBlackRock, Inc.PurchaseSP$15,001 - $50,00020003617
5492015-07-10BLKBlackRock, Inc.PurchaseSP$15,001 - $50,00020003617
5502015-07-10Boeing Company (Ba)PurchaseSP$15,001 - $50,00020003617
5512015-07-10Boeing Company (Ba)PurchaseSP$15,001 - $50,00020003617
5522015-07-10COFCapital One Financial CorporationPurchaseSP$15,001 - $50,00020003617
5532015-07-10COFCapital One Financial CorporationPurchaseSP$50,001 - $100,00020003617
5542015-07-10CSCOCisco Systems, Inc.PurchaseSP$15,001 - $50,00020003617
5552015-07-10CSCOCisco Systems, Inc.PurchaseSP$15,001 - $50,00020003617
5562015-07-10CCitigroup, Inc.PurchaseSP$15,001 - $50,00020003617
5572015-07-10CCitigroup, Inc.PurchaseSP$15,001 - $50,00020003617
5582015-07-10CTXSCitrix Systems, Inc.PurchaseSP$15,001 - $50,00020003617
5592015-07-10CTXSCitrix Systems, Inc.PurchaseSP$15,001 - $50,00020003617
5602015-07-10Colgate-Palmolive Company (Cl)PurchaseSP$15,001 - $50,00020003617
5612015-07-10Colgate-Palmolive Company (Cl)PurchaseSP$15,001 - $50,00020003617
5622015-07-10CMCSAComcast Corporation - Class aPurchaseSP$50,001 - $100,00020003617
5632015-07-10CMCSAComcast Corporation - Class aPurchaseSP$15,001 - $50,00020003617
5642015-07-10CVSCVS Health CorporationPurchaseSP$15,001 - $50,00020003617
5652015-07-10CVSCVS Health CorporationPurchaseSP$50,001 - $100,00020003617
5662015-07-10DHRDanaher CorporationPurchaseSP$50,001 - $100,00020003617
5672015-07-10DHRDanaher CorporationPurchaseSP$15,001 - $50,00020003617
5682015-07-10Dollar general Corporation (Dg)PurchaseSP$15,001 - $50,00020003617
5692015-07-10Dollar general Corporation (Dg)PurchaseSP$15,001 - $50,00020003617
5702015-07-10EMCEMC CorporationPurchaseSP$15,001 - $50,00020003617
5712015-07-10EMCEMC CorporationPurchaseSP$15,001 - $50,00020003617
5722015-07-10EOGEOG Resources, Inc.PurchaseSP$15,001 - $50,00020003617
5732015-07-10EOGEOG Resources, Inc.PurchaseSP$1,001 - $15,00020003617
5742015-07-10EQTEQT CorporationPurchaseSP$15,001 - $50,00020003617
5752015-07-10EQTEQT CorporationPurchaseSP$1,001 - $15,00020003617
5762015-07-10ESRXExpress Scripts Holding CompanyPurchaseSP$50,001 - $100,00020003617
5772015-07-10ESRXExpress Scripts Holding CompanyPurchaseSP$50,001 - $100,00020003617
5782015-07-10FISFidelity National Information Services, Inc.PurchaseSP$15,001 - $50,00020003617
5792015-07-10FISFidelity National Information Services, Inc.PurchaseSP$15,001 - $50,00020003617
5802015-07-10FISVFiserv, Inc.PurchaseSP$15,001 - $50,00020003617
5812015-07-10FISVFiserv, Inc.PurchaseSP$15,001 - $50,00020003617
5822015-07-10general Electric Company (gE)PurchaseSP$50,001 - $100,00020003617
5832015-07-10general Electric Company (gE)PurchaseSP$50,001 - $100,00020003617
5842015-07-10GOOGgoogle Inc. - Class C Capital StockPurchaseSP$50,001 - $100,00020003617
5852015-07-10GOOGgoogle Inc. - Class C Capital StockPurchaseSP$50,001 - $100,00020003617
5862015-07-10HDHome Depot, Inc.PurchaseSP$50,001 - $100,00020003617
5872015-07-10HDHome Depot, Inc.PurchaseSP$15,001 - $50,00020003617
5882015-07-10JNJJohnson & JohnsonPurchaseSP$15,001 - $50,00020003617
5892015-07-10JNJJohnson & JohnsonPurchaseSP$15,001 - $50,00020003617
5902015-07-10JPMJP Morgan Chase & Co.PurchaseSP$50,001 - $100,00020003617
5912015-07-10JPMJP Morgan Chase & Co.PurchaseSP$15,001 - $50,00020003617
5922015-07-10MMacy's IncPurchaseSP$15,001 - $50,00020003617
5932015-07-10MMacy's IncPurchaseSP$50,001 - $100,00020003617
5942015-07-10MROMarathon Oil CorporationPurchaseSP$15,001 - $50,00020003617
5952015-07-10MROMarathon Oil CorporationPurchaseSP$15,001 - $50,00020003617
5962015-07-10MDTMedtronic plc. Ordinary SharesPurchaseSP$50,001 - $100,00020003617
5972015-07-10MDTMedtronic plc. Ordinary SharesPurchaseSP$50,001 - $100,00020003617
5982015-07-10MRKMerck & Company, Inc. Common StockPurchaseSP$15,001 - $50,00020003617
5992015-07-10MRKMerck & Company, Inc. Common StockPurchaseSP$15,001 - $50,00020003617
6002015-07-10MSFTMicrosoft CorporationPurchaseSP$15,001 - $50,00020003617
6012015-07-10MSFTMicrosoft CorporationPurchaseSP$50,001 - $100,00020003617
6022015-07-10OMCOmnicom group Inc.PurchaseSP$15,001 - $50,00020003617
6032015-07-10OMCOmnicom group Inc.PurchaseSP$15,001 - $50,00020003617
6042015-07-10ORCLOracle CorporationPurchaseSP$15,001 - $50,00020003617
6052015-07-10ORCLOracle CorporationPurchaseSP$50,001 - $100,00020003617
6062015-07-10PEPPepsico, Inc.PurchaseSP$15,001 - $50,00020003617
6072015-07-10PEPPepsico, Inc.PurchaseSP$15,001 - $50,00020003617
6082015-07-10PXPraxair, Inc.PurchaseSP$15,001 - $50,00020003617
6092015-07-10PXPraxair, Inc.PurchaseSP$15,001 - $50,00020003617
6102015-07-10PRUPrudential Financial, Inc.PurchaseSP$50,001 - $100,00020003617
6112015-07-10PRUPrudential Financial, Inc.PurchaseSP$15,001 - $50,00020003617
6122015-07-10QCOMQualCOMM IncorporatedPurchaseSP$1,001 - $15,00020003617
6132015-07-10QCOMQualCOMM IncorporatedPurchaseSP$15,001 - $50,00020003617
6142015-07-10SYKStryker CorporationPurchaseSP$15,001 - $50,00020003617
6152015-07-10SYKStryker CorporationPurchaseSP$15,001 - $50,00020003617
6162015-07-10TJXTJX Companies, Inc.PurchaseSP$15,001 - $50,00020003617
6172015-07-10TJXTJX Companies, Inc.PurchaseSP$15,001 - $50,00020003617
6182015-07-10TYCTyco International plcPurchaseSP$15,001 - $50,00020003617
6192015-07-10TYCTyco International plcPurchaseSP$15,001 - $50,00020003617
6202015-07-10USBu.S. BancorpPurchaseSP$15,001 - $50,00020003617
6212015-07-10USBu.S. BancorpPurchaseSP$50,001 - $100,00020003617
6222015-07-10UNPunion Pacific CorporationPurchaseSP$15,001 - $50,00020003617
6232015-07-10UNPunion Pacific CorporationPurchaseSP$15,001 - $50,00020003617
6242015-07-10UTXunited Technologies CorporationPurchaseSP$15,001 - $50,00020003617
6252015-07-10UTXunited Technologies CorporationPurchaseSP$15,001 - $50,00020003617
6262015-07-10UNHunitedHealth group Incorporated Common StockPurchaseSP$50,001 - $100,00020003617
6272015-07-10unitedHealth group IncorporatedPurchaseSP$15,001 - $50,00020003617
6282015-07-10VFCV.F. CorporationPurchaseSP$15,001 - $50,00020003617
6292015-07-10VFCV.F. CorporationPurchaseSP$15,001 - $50,00020003617
6302015-07-10VZVerizon Communications Inc.PurchaseSP$15,001 - $50,00020003617
6312015-07-10VZVerizon Communications Inc.PurchaseSP$15,001 - $50,00020003617
6322015-07-10VVisa Inc.PurchaseSP$15,001 - $50,00020003617
6332015-07-10VVisa Inc.PurchaseSP$15,001 - $50,00020003617
6342015-07-10DISWalt Disney CompanyPurchaseSP$15,001 - $50,00020003617
6352015-07-10DISWalt Disney CompanyPurchaseSP$15,001 - $50,00020003617
6362015-07-10WFCWells Fargo & CompanyPurchaseSP$50,001 - $100,00020003617
6372015-07-10WFCWells Fargo & CompanyPurchaseSP$15,001 - $50,00020003617
6382015-07-10WMBWilliams Companies, Inc.PurchaseSP$15,001 - $50,00020003617
6392015-07-10WMBWilliams Companies, Inc.PurchaseSP$50,001 - $100,00020003617
6402015-07-01Sequoia Ca BondsSaleSelf$500,001 - $1,000,00020003617
6412015-06-29EOGEOG Resources, Inc.PurchaseSP$1,001 - $15,00020003431
6422015-06-26AETaetna Inc.PurchaseSP$50,001 - $100,00020003431
6432015-06-26allergan plc Ordinary Shares (agN)PurchaseSP$50,001 - $100,00020003431
6442015-06-26ADSalliance Data Systems CorporationPurchaseSP$15,001 - $50,00020003431
6452015-06-26AMZNamazon.com, Inc.PurchaseSP$50,001 - $100,00020003431
6462015-06-26AXPamerican Express CompanyPurchaseSP$15,001 - $50,00020003431
6472015-06-26APCanadarko Petroleum CorporationPurchaseSP$15,001 - $50,00020003431
6482015-06-26apple Inc. (aaPl)PurchaseSP$50,001 - $100,00020003431
6492015-06-26ADPautomatic Data Processing, Inc.PurchaseSP$50,001 - $100,00020003431
6502015-06-26BACBank of america CorporationPurchaseSP$50,001 - $100,00020003431
6512015-06-26BLKBlackRock, Inc.PurchaseSP$15,001 - $50,00020003431
6522015-06-26Boeing Company (Ba)PurchaseSP$15,001 - $50,00020003431
6532015-06-26COFCapital One Financial CorporationPurchaseSP$50,001 - $100,00020003431
6542015-06-26CSCOCisco Systems, Inc.PurchaseSP$50,001 - $100,00020003431
6552015-06-26CCitigroup, Inc.PurchaseSP$15,001 - $50,00020003431
6562015-06-26CTXSCitrix Systems, Inc.PurchaseSP$15,001 - $50,00020003431
6572015-06-26Colgate-Palmolive Company (Cl)PurchaseSP$15,001 - $50,00020003431
6582015-06-26CMCSAComcast Corporation - Class aPurchaseSP$50,001 - $100,00020003431
6592015-06-26CVSCVS Health CorporationPurchaseSP$50,001 - $100,00020003431
6602015-06-26DHRDanaher CorporationPurchaseSP$50,001 - $100,00020003431
6612015-06-26Dollar general Corporation (Dg)PurchaseSP$15,001 - $50,00020003431
6622015-06-26EMCEMC CorporationPurchaseSP$15,001 - $50,00020003431
6632015-06-26EQTEQT CorporationPurchaseSP$15,001 - $50,00020003431
6642015-06-26ESRXExpress Scripts Holding CompanyPurchaseSP$50,001 - $100,00020003431
6652015-06-26FISFidelity National Information Services, Inc.PurchaseSP$15,001 - $50,00020003431
6662015-06-26FISVFiserv, Inc.PurchaseSP$15,001 - $50,00020003431
6672015-06-26general Electric Company (gE)PurchaseSP$50,001 - $100,00020003431
6682015-06-26GOOGgoogle Inc. - Class C Capital StockPurchaseSP$50,001 - $100,00020003431
6692015-06-26HDHome Depot, Inc.PurchaseSP$50,001 - $100,00020003431
6702015-06-26JNJJohnson & JohnsonPurchaseSP$15,001 - $50,00020003431
6712015-06-26JPMJP Morgan Chase & Co.PurchaseSP$50,001 - $100,00020003431
6722015-06-26MMacy's IncPurchaseSP$50,001 - $100,00020003431
6732015-06-26MROMarathon Oil CorporationPurchaseSP$15,001 - $50,00020003431
6742015-06-26MDTMedtronic plc. Ordinary SharesPurchaseSP$50,001 - $100,00020003431
6752015-06-26MRKMerck & Company, Inc. Common StockPurchaseSP$15,001 - $50,00020003431
6762015-06-26MSFTMicrosoft CorporationPurchaseSP$50,001 - $100,00020003431
6772015-06-26OMCOmnicom group Inc.PurchaseSP$15,001 - $50,00020003431
6782015-06-26ORCLOracle CorporationPurchaseSP$50,001 - $100,00020003431
6792015-06-26PEPPepsico, Inc.PurchaseSP$15,001 - $50,00020003431
6802015-06-26PXPraxair, Inc.PurchaseSP$15,001 - $50,00020003431
6812015-06-26PRUPrudential Financial, Inc.PurchaseSP$50,001 - $100,00020003431
6822015-06-26QCOMQualCOMM IncorporatedPurchaseSP$15,001 - $50,00020003431
6832015-06-26SYKStryker CorporationPurchaseSP$15,001 - $50,00020003431
6842015-06-26TJXTJX Companies, Inc.PurchaseSP$15,001 - $50,00020003431
6852015-06-26TYCTyco International plcPurchaseSP$15,001 - $50,00020003431
6862015-06-26USBu.S. BancorpPurchaseSP$50,001 - $100,00020003431
6872015-06-26UNPunion Pacific CorporationPurchaseSP$15,001 - $50,00020003431
6882015-06-26UTXunited Technologies CorporationPurchaseSP$15,001 - $50,00020003431
6892015-06-26UNHunitedHealth group Incorporated Common StockPurchaseSP$50,001 - $100,00020003431
6902015-06-26VFCV.F. CorporationPurchaseSP$15,001 - $50,00020003431
6912015-06-26VZVerizon Communications Inc.PurchaseSP$15,001 - $50,00020003431
6922015-06-26VVisa Inc.PurchaseSelf$15,001 - $50,00020003431
6932015-06-26DISWalt Disney CompanyPurchaseSP$15,001 - $50,00020003431
6942015-06-26WFCWells Fargo & CompanyPurchaseSP$50,001 - $100,00020003431
6952015-06-26WMBWilliams Companies, Inc.PurchaseSP$50,001 - $100,00020003431
6962015-06-23AETaetna Inc.PurchaseSP$15,001 - $50,00020003431
6972015-06-23allergan plc Ordinary Shares (agN)PurchaseSP$15,001 - $50,00020003431
6982015-06-23ADSalliance Data Systems CorporationPurchaseSP$15,001 - $50,00020003431
6992015-06-23AMZNamazon.com, Inc.PurchaseSP$15,001 - $50,00020003431
7002015-06-23AXPamerican Express CompanyPurchaseSP$15,001 - $50,00020003431
7012015-06-23APCanadarko Petroleum CorporationPurchaseSP$15,001 - $50,00020003431
7022015-06-23apple Inc. (aaPl)PurchaseSP$50,001 - $100,00020003431
7032015-06-23ADPautomatic Data Processing, Inc.PurchaseSP$15,001 - $50,00020003431
7042015-06-23BACBank of america CorporationPurchaseSP$15,001 - $50,00020003431
7052015-06-23BLKBlackRock, Inc.PurchaseSP$15,001 - $50,00020003431
7062015-06-23Boeing Company (Ba)PurchaseSP$15,001 - $50,00020003431
7072015-06-23COFCapital One Financial CorporationPurchaseSP$15,001 - $50,00020003431
7082015-06-23CSCOCisco Systems, Inc.PurchaseSP$15,001 - $50,00020003431
7092015-06-23CCitigroup, Inc.PurchaseSP$15,001 - $50,00020003431
7102015-06-23CTXSCitrix Systems, Inc.PurchaseSP$15,001 - $50,00020003431
7112015-06-23Colgate-Palmolive Company (Cl)PurchaseSP$15,001 - $50,00020003431
7122015-06-23CMCSAComcast Corporation - Class aPurchaseSP$15,001 - $50,00020003431
7132015-06-23CVSCVS Health CorporationPurchaseSP$15,001 - $50,00020003431
7142015-06-23DHRDanaher CorporationPurchaseSP$15,001 - $50,00020003431
7152015-06-23Dollar general Corporation (Dg)PurchaseSP$15,001 - $50,00020003431
7162015-06-23EMCEMC CorporationPurchaseSP$15,001 - $50,00020003431
7172015-06-23EQTEQT CorporationPurchaseSP$15,001 - $50,00020003431
7182015-06-23ESRXExpress Scripts Holding CompanyPurchaseSP$50,001 - $100,00020003431
7192015-06-23FISFidelity National Information Services, Inc.PurchaseSP$15,001 - $50,00020003431
7202015-06-23FISVFiserv, Inc.PurchaseSP$15,001 - $50,00020003431
7212015-06-23general Electric Company (gE)PurchaseSP$50,001 - $100,00020003431
7222015-06-23GOOGgoogle Inc. - Class C Capital StockPurchaseSP$50,001 - $100,00020003431
7232015-06-23HDHome Depot, Inc.PurchaseSP$15,001 - $50,00020003431
7242015-06-23JNJJohnson & JohnsonPurchaseSP$15,001 - $50,00020003431
7252015-06-23JPMJP Morgan Chase & Co.PurchaseSP$15,001 - $50,00020003431
7262015-06-23MMacy's IncPurchaseSP$15,001 - $50,00020003431
7272015-06-23MROMarathon Oil CorporationPurchaseSP$15,001 - $50,00020003431
7282015-06-23MDTMedtronic plc. Ordinary SharesPurchaseSP$50,001 - $100,00020003431
7292015-06-23MRKMerck & Company, Inc. Common StockPurchaseSP$15,001 - $50,00020003431
7302015-06-23MSFTMicrosoft CorporationPurchaseSP$15,001 - $50,00020003431
7312015-06-23OMCOmnicom group Inc.PurchaseSP$15,001 - $50,00020003431
7322015-06-23ORCLOracle CorporationPurchaseSP$15,001 - $50,00020003431
7332015-06-23PEPPepsico, Inc.PurchaseSP$15,001 - $50,00020003431
7342015-06-23PXPraxair, Inc.PurchaseSP$15,001 - $50,00020003431
7352015-06-23PRUPrudential Financial, Inc.PurchaseSP$15,001 - $50,00020003431
7362015-06-23QCOMQualCOMM IncorporatedPurchaseSP$15,001 - $50,00020003431
7372015-06-23SYKStryker CorporationPurchaseSP$15,001 - $50,00020003431
7382015-06-23TJXTJX Companies, Inc.PurchaseSP$15,001 - $50,00020003431
7392015-06-23TYCTyco International plcPurchaseSP$15,001 - $50,00020003431
7402015-06-23USBu.S. BancorpPurchaseSP$15,001 - $50,00020003431
7412015-06-23UNPunion Pacific CorporationPurchaseSP$15,001 - $50,00020003431
7422015-06-23UTXunited Technologies CorporationPurchaseSP$15,001 - $50,00020003431
7432015-06-23UNHunitedHealth group Incorporated Common StockPurchaseSP$15,001 - $50,00020003431
7442015-06-23VFCV.F. CorporationPurchaseSP$15,001 - $50,00020003431
7452015-06-23VZVerizon Communications Inc.PurchaseSP$15,001 - $50,00020003431
7462015-06-23VVisa Inc.PurchaseSP$15,001 - $50,00020003431
7472015-06-23DISWalt Disney CompanyPurchaseSP$15,001 - $50,00020003431
7482015-06-23WFCWells Fargo & CompanyPurchaseSP$15,001 - $50,00020003431
7492015-06-23WMBWilliams Companies, Inc.PurchaseSP$15,001 - $50,00020003431
7502015-05-19GVPGSE Systems, Inc.SaleSP$15,001 - $50,00020003204
7512015-05-18GVPGSE Systems, Inc.SaleSP$1,001 - $15,00020003204
7522015-05-15GVPGSE Systems, Inc.SaleSP$1,001 - $15,00020003204
7532015-05-15university of Ca Rev. BondsSaleSelf$250,001 - $500,00020003204
7542015-05-14GVPGSE Systems, Inc.SaleSP$1,001 - $15,00020003204
7552015-05-13GVPGSE Systems, Inc.SaleSP$15,001 - $50,00020003204
7562015-05-12GVPGSE Systems, Inc.SaleSP$1,001 - $15,00020003204
7572015-05-11GVPGSE Systems, Inc.SaleSP$15,001 - $50,00020003204
7582015-05-08GVPGSE Systems, Inc.SaleSP$1,001 - $15,00020003204
7592015-05-07GVPGSE Systems, Inc.SaleSP$1,001 - $15,00020003204
7602015-05-05GVPGSE Systems, Inc.SaleSP$1,001 - $15,00020003204
7612015-05-01San Diego County, Ca BondsSaleSelf$100,001 - $250,00020003204
7622015-04-01Santa Clara Valley Var BondsSaleSelf$100,001 - $250,00020003064
7632015-03-03INRDInrad Optics, Inc.SaleSP$100,001 - $250,00020002836
7642015-01-29EEIEcology and Environment, Inc. - Class aSaleSP$15,001 - $50,00020002520
7652015-01-28EEIEcology and Environment, Inc. - Class aSaleSP$15,001 - $50,00020002520
7662015-01-28PMFGPMFG, Inc.SaleSP$15,001 - $50,00020002520
7672015-01-28PMFGPMFG, Inc.SaleSelf$15,001 - $50,00020002520
7682015-01-27EEIEcology and Environment, Inc. - Class aSaleSP$15,001 - $50,00020002520
7692014-12-01Sacramento County Ca BondsSaleSelf$250,001 - $500,00020002353
7702014-11-04Essex County BondsSaleSelf$500,001 - $1,000,00020002212