| 1 | 2025-06-03 | PFE | Pfizer, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | fe7c39b7 | |
| 2 | 2025-02-10 | LLY | Eli Lilly and Company Common Stock | Sale (Full) | Spouse | $50,001 - $100,000 | f3e6926f | |
| 3 | 2025-02-06 | IRBT | iRobot Corporation - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | f3e6926f | |
| 4 | 2025-02-06 | SOLV | Solventum Corporation | Sale (Full) | Spouse | $1,001 - $15,000 | f3e6926f | |
| 5 | 2025-01-22 | LLY | Eli Lilly and Company Common Stock | Purchase | Spouse | $50,001 - $100,000 | f3e6926f | |
| 6 | 2024-03-27 | UPS | United Parcel Service, Inc. Common Stock | Sale (Full) | Spouse | $100,001 - $250,000 | 86d388af | |
| 7 | 2022-11-11 | STX | Seagate Technology Holdings PLC - Ordinary Shares | Sale (Partial) | Spouse | $15,001 - $50,000 | b0c8c060 | |
| 8 | 2022-11-11 | BALL | Ball Corporation Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | b0c8c060 | |
| 9 | 2022-11-11 | COUP | Coupa Software Incorporated - Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | b0c8c060 | |
| 10 | 2022-11-11 | DIS | Walt Disney Company (The) Common Stock | Sale (Partial) | Spouse | $50,001 - $100,000 | b0c8c060 | |
| 11 | 2022-11-11 | META | Meta Platforms, Inc. - Class A Common Stock | Sale (Full) | Spouse | $50,001 - $100,000 | b0c8c060 | |
| 12 | 2022-11-11 | FDX | FedEx Corporation Common Stock | Sale (Full) | Spouse | $50,001 - $100,000 | b0c8c060 | |
| 13 | 2022-11-11 | IRBT | iRobot Corporation - Common Stock | Sale (Partial) | Spouse | $15,001 - $50,000 | b0c8c060 | |
| 14 | 2022-11-11 | — | JTKWY - Just Eat Takeaway.com NV - ADR | Sale (Full) | Spouse | $1,001 - $15,000 | b0c8c060 | |
| 15 | 2022-11-11 | MTCH | Match Group, Inc. - Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | b0c8c060 | |
| 16 | 2022-11-11 | NFLX | Netflix, Inc. - Common Stock | Sale (Full) | Spouse | $50,001 - $100,000 | b0c8c060 | |
| 17 | 2022-11-11 | PYPL | PayPal Holdings, Inc. - Common Stock | Sale (Full) | Spouse | $100,001 - $250,000 | b0c8c060 | |
| 18 | 2022-11-11 | SQ | Block, Inc. Class A Common Stock, | Sale (Full) | Spouse | $15,001 - $50,000 | b0c8c060 | |
| 19 | 2022-11-11 | MMM | 3M Company Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | b0c8c060 | |
| 20 | 2022-11-11 | WDAY | Workday, Inc. - Class A Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | b0c8c060 | |
| 21 | 2022-11-11 | STX | Seagate Technology Holdings PLC - Ordinary Shares | Sale (Full) | Spouse | $15,001 - $50,000 | b239e81f | |
| 22 | 2022-11-11 | BALL | Ball Corporation Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | b239e81f | |
| 23 | 2022-11-11 | COUP | Coupa Software Incorporated - Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | b239e81f | |
| 24 | 2022-11-11 | DIS | Walt Disney Company (The) Common Stock | Sale (Partial) | Spouse | $50,001 - $100,000 | b239e81f | |
| 25 | 2022-11-11 | META | Meta Platforms, Inc. - Class A Common Stock | Sale (Full) | Spouse | $50,001 - $100,000 | b239e81f | |
| 26 | 2022-11-11 | FDX | FedEx Corporation Common Stock | Sale (Full) | Spouse | $50,001 - $100,000 | b239e81f | |
| 27 | 2022-11-11 | IRBT | iRobot Corporation - Common Stock | Sale (Partial) | Spouse | $15,001 - $50,000 | b239e81f | |
| 28 | 2022-11-11 | — | JTKWY - Just Eat Takeaway.com NV - ADR | Sale (Full) | Spouse | $1,001 - $15,000 | b239e81f | |
| 29 | 2022-11-11 | MTCH | Match Group, Inc. - Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | b239e81f | |
| 30 | 2022-11-11 | NFLX | Netflix, Inc. - Common Stock | Sale (Full) | Spouse | $50,001 - $100,000 | b239e81f | |
| 31 | 2022-11-11 | PYPL | PayPal Holdings, Inc. - Common Stock | Sale (Full) | Spouse | $100,001 - $250,000 | b239e81f | |
| 32 | 2022-11-11 | SQ | Block, Inc. Class A Common Stock, | Sale (Full) | Spouse | $15,001 - $50,000 | b239e81f | |
| 33 | 2022-11-11 | MMM | 3M Company Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | b239e81f | |
| 34 | 2022-11-11 | WDAY | Workday, Inc. - Class A Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | b239e81f | |
| 35 | 2022-02-24 | AAPL | Apple Inc. - Common Stock | Sale (Partial) | Spouse | $50,001 - $100,000 | e1ecd5de | |
| 36 | 2022-02-24 | AAPL | Apple Inc. - Common Stock | Purchase | Spouse | $50,001 - $100,000 | e1ecd5de | |
| 37 | 2021-05-07 | — | New York NY City Transitional Fin Rate/Coupon: 5.0% Matures: 02/01/2022 | Sale (Full) | Spouse | $15,001 - $50,000 | dd6f0dbb | |
| 38 | 2021-04-16 | AMAT | Applied Materials, Inc. | Sale (Full) | Spouse | $50,001 - $100,000 | 19a274dd | |
| 39 | 2021-04-16 | KLAC | KLA Corporation | Sale (Full) | Spouse | $50,001 - $100,000 | 19a274dd | |
| 40 | 2021-04-06 | AMAT | Applied Materials, Inc. | Sale (Partial) | Spouse | $100,001 - $250,000 | c4771ad7 | |
| 41 | 2021-04-06 | KLAC | KLA Corporation | Sale (Partial) | Spouse | $100,001 - $250,000 | c4771ad7 | |
| 42 | 2021-04-06 | STZ | Constellation Brands, Inc. | Sale (Full) | Spouse | $100,001 - $250,000 | c4771ad7 | |
| 43 | 2021-04-06 | AVGO | Broadcom Inc. | Sale (Full) | Spouse | $100,001 - $250,000 | c4771ad7 | |
| 44 | 2021-04-06 | INTC | Intel Corporation | Sale (Full) | Spouse | $15,001 - $50,000 | c4771ad7 | |
| 45 | 2021-04-06 | KLAC | KLA Corporation | Sale (Full) | Child | $1,001 - $15,000 | c4771ad7 | |
| 46 | 2021-04-06 | KLAC | KLA Corporation | Sale (Full) | Child | $1,001 - $15,000 | c4771ad7 | |
| 47 | 2021-04-06 | KLAC | KLA Corporation | Sale (Full) | Child | $1,001 - $15,000 | c4771ad7 | |
| 48 | 2021-04-01 | MTCH | Match Group, Inc. | Purchase | Spouse | $15,001 - $50,000 | 19a274dd | |
| 49 | 2021-03-30 | AVGO | Broadcom Inc. | Sale (Partial) | Spouse | $1,001 - $15,000 | 37d25209 | |
| 50 | 2021-03-05 | STX | Seagate Technology plc | Purchase | Spouse | $1,001 - $15,000 | 37d25209 | |
| 51 | 2021-03-04 | AVGO | Broadcom Inc. | Purchase | Spouse | $1,001 - $15,000 | 37d25209 | |
| 52 | 2021-03-04 | STX | Seagate Technology plc | Purchase | Spouse | $1,001 - $15,000 | 37d25209 | |
| 53 | 2021-02-26 | STX | Seagate Technology plc | Purchase | Spouse | $1,001 - $15,000 | 32a40eaa | |
| 54 | 2021-02-26 | AMAT | Applied Materials, Inc. | Purchase | Spouse | $1,001 - $15,000 | 32a40eaa | |
| 55 | 2021-02-26 | KLAC | KLA Corporation | Purchase | Spouse | $1,001 - $15,000 | 32a40eaa | |
| 56 | 2021-01-27 | AAPL | Apple Inc. | Purchase | Child | $1,001 - $15,000 | a0a26d20 | |
| 57 | 2021-01-27 | DIS | The Walt Disney Company | Purchase | Child | $1,001 - $15,000 | a0a26d20 | |
| 58 | 2021-01-27 | KLAC | KLA Corporation | Purchase | Child | $1,001 - $15,000 | a0a26d20 | |
| 59 | 2021-01-27 | AAPL | Apple Inc. | Purchase | Child | $1,001 - $15,000 | a0a26d20 | |
| 60 | 2021-01-27 | DIS | The Walt Disney Company | Purchase | Child | $1,001 - $15,000 | a0a26d20 | |
| 61 | 2021-01-27 | KLAC | KLA Corporation | Purchase | Child | $1,001 - $15,000 | a0a26d20 | |
| 62 | 2021-01-27 | AAPL | Apple Inc. | Purchase | Child | $1,001 - $15,000 | a0a26d20 | |
| 63 | 2021-01-27 | DIS | The Walt Disney Company | Purchase | Child | $1,001 - $15,000 | a0a26d20 | |
| 64 | 2021-01-27 | KLAC | KLA Corporation | Purchase | Child | $1,001 - $15,000 | a0a26d20 | |
| 65 | 2021-01-20 | AAPL | Apple Inc. | Purchase | Child | $1,001 - $15,000 | a0a26d20 | |
| 66 | 2021-01-20 | AAPL | Apple Inc. | Purchase | Child | $1,001 - $15,000 | a0a26d20 | |
| 67 | 2021-01-20 | AAPL | Apple Inc. | Purchase | Child | $1,001 - $15,000 | a0a26d20 | |
| 68 | 2020-11-16 | — | Metropolitan Transn Auth NY Rev Ser D Rate/Coupon: 4.5% Matures: 11/15/2026 | Sale (Full) | Spouse | $15,001 - $50,000 | dd6f0dbb | |
| 69 | 2020-11-10 | BYND | Beyond Meat, Inc. | Sale (Full) | Spouse | $50,001 - $100,000 | a0010f4a | |
| 70 | 2020-10-16 | NVDA | NVIDIA Corporation | Purchase | Child | $1,001 - $15,000 | 4e013e86 | |
| 71 | 2020-10-16 | WDAY | Workday, Inc. | Purchase | Child | $1,001 - $15,000 | 4e013e86 | |
| 72 | 2020-10-16 | NVDA | NVIDIA Corporation | Purchase | Child | $1,001 - $15,000 | 4e013e86 | |
| 73 | 2020-10-16 | WDAY | Workday, Inc. | Purchase | Child | $1,001 - $15,000 | 4e013e86 | |
| 74 | 2020-10-16 | NVDA | NVIDIA Corporation | Purchase | Child | $1,001 - $15,000 | 4e013e86 | |
| 75 | 2020-10-16 | WDAY | Workday, Inc. | Purchase | Child | $1,001 - $15,000 | 4e013e86 | |
| 76 | 2020-09-23 | NFLX | Netflix, Inc. | Sale (Full) | Child | $1,001 - $15,000 | 7a16edce | |
| 77 | 2020-09-14 | NFLX | Netflix, Inc. | Sale (Full) | Child | $1,001 - $15,000 | 7a16edce | |
| 78 | 2020-09-14 | NFLX | Netflix, Inc. | Sale (Full) | Child | $1,001 - $15,000 | 7a16edce | |
| 79 | 2020-09-02 | W | Wayfair Inc. | Sale (Full) | Spouse | $50,001 - $100,000 | 272a44f0 | |
| 80 | 2020-09-02 | AAPL | Apple Inc. | Purchase | Spouse | $50,001 - $100,000 | 272a44f0 | |
| 81 | 2020-09-01 | AMZN | Amazon.com, Inc. | Purchase | Spouse | $15,001 - $50,000 | 272a44f0 | |
| 82 | 2020-08-27 | AAPL | Apple Inc. | Purchase | Spouse | $50,001 - $100,000 | 272a44f0 | |
| 83 | 2020-08-27 | AMWD | American Woodmark Corporation | Sale (Full) | Spouse | $1,001 - $15,000 | 272a44f0 | |
| 84 | 2020-08-26 | IRBT | iRobot Corporation | Purchase | Spouse | $1,001 - $15,000 | 272a44f0 | |
| 85 | 2020-08-25 | UPS | United Parcel Service, Inc. | Purchase | Spouse | $50,001 - $100,000 | 272a44f0 | |
| 86 | 2020-08-25 | FDX | FedEx Corporation | Purchase | Spouse | $15,001 - $50,000 | 272a44f0 | |
| 87 | 2020-08-24 | W | Wayfair Inc. | Purchase | Spouse | $50,001 - $100,000 | 272a44f0 | |
| 88 | 2020-08-24 | SQ | Square, Inc. | Purchase | Spouse | $15,001 - $50,000 | 272a44f0 | |
| 89 | 2020-08-24 | KR | The Kroger Co. | Sale (Full) | Spouse | $50,001 - $100,000 | 272a44f0 | |
| 90 | 2020-08-24 | CLX | The Clorox Company | Sale (Full) | Spouse | $1,001 - $15,000 | 272a44f0 | |
| 91 | 2020-08-24 | AMWD | American Woodmark Corporation | Purchase | Spouse | $1,001 - $15,000 | 272a44f0 | |
| 92 | 2020-08-21 | NVDA | NVIDIA Corporation | Purchase | Spouse | $50,001 - $100,000 | 33782dc2 | |
| 93 | 2020-08-21 | UPS | United Parcel Service, Inc. | Purchase | Spouse | $50,001 - $100,000 | 33782dc2 | |
| 94 | 2020-08-21 | FDX | FedEx Corporation | Purchase | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 95 | 2020-08-21 | SQ | Square, Inc. | Purchase | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 96 | 2020-08-21 | T | AT&T Inc. | Sale (Full) | Spouse | $50,001 - $100,000 | 33782dc2 | |
| 97 | 2020-08-21 | XOM | Exxon Mobil Corporation | Sale (Full) | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 98 | 2020-08-20 | NFLX | Netflix, Inc. | Purchase | Child | $1,001 - $15,000 | 33782dc2 | |
| 99 | 2020-08-20 | NFLX | Netflix, Inc. | Purchase | Child | $1,001 - $15,000 | 33782dc2 | |
| 100 | 2020-08-20 | NFLX | Netflix, Inc. | Purchase | Child | $1,001 - $15,000 | 33782dc2 | |
| 101 | 2020-08-19 | UPS | United Parcel Service, Inc. | Purchase | Spouse | $50,001 - $100,000 | 33782dc2 | |
| 102 | 2020-08-19 | NVDA | NVIDIA Corporation | Purchase | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 103 | 2020-08-19 | KR | The Kroger Co. | Purchase | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 104 | 2020-08-19 | FDX | FedEx Corporation | Purchase | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 105 | 2020-08-18 | LOW | Lowe's Companies, Inc. | Purchase | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 106 | 2020-08-18 | DHI | D.R. Horton, Inc. | Purchase | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 107 | 2020-08-17 | UPS | United Parcel Service, Inc. | Purchase | Spouse | $50,001 - $100,000 | 33782dc2 | |
| 108 | 2020-08-14 | UPS | United Parcel Service, Inc. | Purchase | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 109 | 2020-08-14 | PSA | Public Storage | Purchase | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 110 | 2020-08-14 | FDX | FedEx Corporation | Purchase | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 111 | 2020-08-11 | F | Ford Motor Company | Purchase | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 112 | 2020-08-11 | DHI | D.R. Horton, Inc. | Purchase | Spouse | $50,001 - $100,000 | 33782dc2 | |
| 113 | 2020-08-07 | AAPL | Apple Inc. | Purchase | Spouse | $50,001 - $100,000 | 33782dc2 | |
| 114 | 2020-08-05 | WDAY | Workday, Inc. | Purchase | Spouse | $1,001 - $15,000 | 33782dc2 | |
| 115 | 2020-08-05 | PSA | Public Storage | Purchase | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 116 | 2020-08-05 | KR | The Kroger Co. | Purchase | Spouse | $1,001 - $15,000 | 33782dc2 | |
| 117 | 2020-08-05 | DHI | D.R. Horton, Inc. | Purchase | Spouse | $1,001 - $15,000 | 33782dc2 | |
| 118 | 2020-08-05 | COUP | Coupa Software Incorporated | Purchase | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 119 | 2020-08-05 | CLX | The Clorox Company | Purchase | Spouse | $1,001 - $15,000 | 33782dc2 | |
| 120 | 2020-08-05 | BYND | Beyond Meat, Inc. | Purchase | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 121 | 2020-08-04 | PSA | Public Storage | Purchase | Spouse | $50,001 - $100,000 | 33782dc2 | |
| 122 | 2020-08-04 | MTCH | Match Group, Inc. | Purchase | Spouse | $1,001 - $15,000 | 33782dc2 | |
| 123 | 2020-08-04 | KR | The Kroger Co. | Purchase | Spouse | $1,001 - $15,000 | 33782dc2 | |
| 124 | 2020-08-04 | KLAC | KLA Corporation | Purchase | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 125 | 2020-08-04 | DIS | The Walt Disney Company | Purchase | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 126 | 2020-08-03 | MAR | Marriott International, Inc. | Sale (Full) | Spouse | $100,001 - $250,000 | 33782dc2 | |
| 127 | 2020-08-03 | VAC | Marriott Vacations Worldwide Corporation | Sale (Full) | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 128 | 2020-08-03 | INTC | Intel Corporation | Sale (Full) | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 129 | 2020-07-31 | MSFT | Microsoft Corporation | Purchase | Spouse | $50,001 - $100,000 | 33782dc2 | |
| 130 | 2020-07-30 | OSK | Oshkosh Corporation | Purchase | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 131 | 2020-07-30 | NVDA | NVIDIA Corporation | Purchase | Spouse | $50,001 - $100,000 | 33782dc2 | |
| 132 | 2020-07-30 | BYND | Beyond Meat, Inc. | Purchase | Spouse | $15,001 - $50,000 | 33782dc2 | |
| 133 | 2020-07-28 | DHI | D.R. Horton, Inc. | Purchase | Spouse | $15,001 - $50,000 | e29a0a93 | |
| 134 | 2020-07-27 | GOOG | Alphabet Inc. | Purchase | Spouse | $15,001 - $50,000 | e29a0a93 | |
| 135 | 2020-07-27 | FB | Facebook, Inc. | Purchase | Spouse | $15,001 - $50,000 | e29a0a93 | |
| 136 | 2020-07-27 | IRBT | iRobot Corporation | Purchase | Spouse | $15,001 - $50,000 | e29a0a93 | |
| 137 | 2020-07-27 | NVDA | NVIDIA Corporation | Purchase | Spouse | $15,001 - $50,000 | e29a0a93 | |
| 138 | 2020-07-23 | MSFT | Microsoft Corporation | Purchase | Spouse | $100,001 - $250,000 | e29a0a93 | |
| 139 | 2020-07-20 | AAPL | Apple Inc. | Purchase | Spouse | $15,001 - $50,000 | e29a0a93 | |
| 140 | 2020-07-20 | OSK | Oshkosh Corporation | Purchase | Spouse | $15,001 - $50,000 | e29a0a93 | |
| 141 | 2020-07-15 | AAPL | Apple Inc. | Purchase | Spouse | $15,001 - $50,000 | e29a0a93 | |
| 142 | 2020-07-13 | AAPL | Apple Inc. | Purchase | Spouse | $15,001 - $50,000 | e29a0a93 | |
| 143 | 2020-07-13 | CAT | Caterpillar Inc. | Sale (Full) | Spouse | $50,001 - $100,000 | e29a0a93 | |
| 144 | 2020-07-13 | COST | Costco Wholesale Corporation | Purchase | Spouse | $15,001 - $50,000 | e29a0a93 | |
| 145 | 2020-07-13 | F | Ford Motor Company | Purchase | Spouse | $1,001 - $15,000 | e29a0a93 | |
| 146 | 2020-07-13 | OSK | Oshkosh Corporation | Purchase | Spouse | $50,001 - $100,000 | e29a0a93 | |
| 147 | 2020-07-07 | TRIP | TripAdvisor, Inc. | Sale (Full) | Spouse | $50,001 - $100,000 | e29a0a93 | |
| 148 | 2020-07-06 | STX | Seagate Technology plc | Purchase | Spouse | $50,001 - $100,000 | e29a0a93 | |
| 149 | 2020-07-06 | AMZN | Amazon.com, Inc. | Purchase | Spouse | $15,001 - $50,000 | e29a0a93 | |
| 150 | 2020-07-06 | AAPL | Apple Inc. | Purchase | Spouse | $50,001 - $100,000 | e29a0a93 | |
| 151 | 2020-07-06 | KLAC | KLA Corporation | Purchase | Spouse | $15,001 - $50,000 | e29a0a93 | |
| 152 | 2020-07-06 | MSFT | Microsoft Corporation | Purchase | Spouse | $15,001 - $50,000 | e29a0a93 | |
| 153 | 2020-07-06 | NVDA | NVIDIA Corporation | Purchase | Spouse | $15,001 - $50,000 | e29a0a93 | |
| 154 | 2020-07-02 | STX | Seagate Technology plc | Purchase | Spouse | $15,001 - $50,000 | e29a0a93 | |
| 155 | 2020-07-02 | AMZN | Amazon.com, Inc. | Purchase | Spouse | $15,001 - $50,000 | e29a0a93 | |
| 156 | 2020-06-30 | AMZN | Amazon.com, Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 157 | 2020-06-26 | AAPL | Apple Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 158 | 2020-06-26 | AMZN | Amazon.com, Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 159 | 2020-06-26 | MSFT | Microsoft Corporation | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 160 | 2020-06-26 | NFLX | Netflix, Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 161 | 2020-06-26 | NVDA | NVIDIA Corporation | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 162 | 2020-06-24 | AAPL | Apple Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 163 | 2020-06-24 | COST | Costco Wholesale Corporation | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 164 | 2020-06-24 | COUP | Coupa Software Incorporated | Purchase | Spouse | $50,001 - $100,000 | f4826329 | |
| 165 | 2020-06-24 | DIS | The Walt Disney Company | Purchase | Spouse | $50,001 - $100,000 | f4826329 | |
| 166 | 2020-06-24 | FB | Facebook, Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 167 | 2020-06-24 | GOOG | Alphabet Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 168 | 2020-06-24 | IRBT | iRobot Corporation | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 169 | 2020-06-24 | MSFT | Microsoft Corporation | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 170 | 2020-06-24 | NVDA | NVIDIA Corporation | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 171 | 2020-06-24 | PYPL | PayPal Holdings, Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 172 | 2020-06-23 | AAPL | Apple Inc. | Purchase | Spouse | $50,001 - $100,000 | f4826329 | |
| 173 | 2020-06-23 | AMAT | Applied Materials, Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 174 | 2020-06-23 | AVGO | Broadcom Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 175 | 2020-06-23 | COUP | Coupa Software Incorporated | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 176 | 2020-06-23 | MMM | 3M Company | Purchase | Spouse | $50,001 - $100,000 | f4826329 | |
| 177 | 2020-06-23 | MSFT | Microsoft Corporation | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 178 | 2020-06-17 | AMAT | Applied Materials, Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 179 | 2020-06-17 | COUP | Coupa Software Incorporated | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 180 | 2020-06-17 | INTC | Intel Corporation | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 181 | 2020-06-17 | KLAC | KLA Corporation | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 182 | 2020-06-17 | MSFT | Microsoft Corporation | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 183 | 2020-06-12 | NVDA | NVIDIA Corporation | Purchase | Spouse | $50,001 - $100,000 | f4826329 | |
| 184 | 2020-06-12 | DIS | The Walt Disney Company | Purchase | Spouse | $50,001 - $100,000 | f4826329 | |
| 185 | 2020-06-12 | DIS | The Walt Disney Company | Purchase | Child | $1,001 - $15,000 | f4826329 | |
| 186 | 2020-06-12 | DIS | The Walt Disney Company | Purchase | Child | $1,001 - $15,000 | f4826329 | |
| 187 | 2020-06-12 | DIS | The Walt Disney Company | Purchase | Child | $1,001 - $15,000 | f4826329 | |
| 188 | 2020-06-05 | VMC | Vulcan Materials Company | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 189 | 2020-06-05 | TRIP | TripAdvisor, Inc. | Purchase | Spouse | $50,001 - $100,000 | f4826329 | |
| 190 | 2020-06-05 | MAR | Marriott International, Inc. | Purchase | Spouse | $50,001 - $100,000 | f4826329 | |
| 191 | 2020-06-05 | GOOG | Alphabet Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 192 | 2020-06-05 | FB | Facebook, Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 193 | 2020-06-05 | CAT | Caterpillar Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 194 | 2020-06-05 | AMZN | Amazon.com, Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 195 | 2020-06-05 | AMAT | Applied Materials, Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 196 | 2020-06-04 | VMC | Vulcan Materials Company | Purchase | Spouse | $50,001 - $100,000 | f4826329 | |
| 197 | 2020-06-04 | STZ | Constellation Brands, Inc. | Purchase | Spouse | $50,001 - $100,000 | f4826329 | |
| 198 | 2020-06-04 | RDS-B | Royal Dutch Shell plc | Sale (Full) | Spouse | $1,001 - $15,000 | f4826329 | |
| 199 | 2020-06-04 | PYPL | PayPal Holdings, Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 200 | 2020-06-04 | MAR | Marriott International, Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 201 | 2020-06-04 | KLAC | KLA Corporation | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 202 | 2020-06-04 | FB | Facebook, Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 203 | 2020-06-04 | AVGO | Broadcom Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 204 | 2020-06-03 | NFLX | Netflix, Inc. | Purchase | Spouse | $50,001 - $100,000 | f4826329 | |
| 205 | 2020-06-02 | AMZN | Amazon.com, Inc. | Purchase | Spouse | $15,001 - $50,000 | f4826329 | |
| 206 | 2020-06-02 | BERY | Berry Global Group, Inc. | Purchase | Spouse | $50,001 - $100,000 | f4826329 | |
| 207 | 2020-05-27 | TRIP | TripAdvisor, Inc. | Purchase | Spouse | $15,001 - $50,000 | 1ce2fd56 | |
| 208 | 2020-05-27 | MAR | Marriott International, Inc. | Purchase | Spouse | $50,001 - $100,000 | 1ce2fd56 | |
| 209 | 2020-05-27 | VAC | Marriott Vacations Worldwide Corporation | Purchase | Spouse | $15,001 - $50,000 | 1ce2fd56 | |
| 210 | 2020-05-27 | TRIP | TripAdvisor, Inc. | Purchase | Spouse | $15,001 - $50,000 | 42688977 | |
| 211 | 2020-05-27 | MAR | Marriott International, Inc. | Purchase | Spouse | $50,001 - $100,000 | 42688977 | |
| 212 | 2020-05-27 | VAC | Marriott Vacations Worldwide Corporation | Purchase | Spouse | $15,001 - $50,000 | 42688977 | |
| 213 | 2020-05-26 | NVDA | NVIDIA Corporation | Purchase | Spouse | $100,001 - $250,000 | 1ce2fd56 | |
| 214 | 2020-05-26 | VAC | Marriott Vacations Worldwide Corporation | Purchase | Spouse | $15,001 - $50,000 | 1ce2fd56 | |
| 215 | 2020-05-26 | NVDA | NVIDIA Corporation | Purchase | Spouse | $100,001 - $250,000 | 42688977 | |
| 216 | 2020-05-26 | VAC | Marriott Vacations Worldwide Corporation | Purchase | Spouse | $15,001 - $50,000 | 42688977 | |
| 217 | 2020-05-21 | GOOG | Alphabet Inc. | Purchase | Spouse | $15,001 - $50,000 | 1ce2fd56 | |
| 218 | 2020-05-21 | GOOG | Alphabet Inc. | Purchase | Spouse | $15,001 - $50,000 | 42688977 | |
| 219 | 2020-05-20 | PYPL | PayPal Holdings, Inc. | Purchase | Spouse | $50,001 - $100,000 | 1ce2fd56 | |
| 220 | 2020-05-20 | FB | Facebook, Inc. | Purchase | Spouse | $50,001 - $100,000 | 1ce2fd56 | |
| 221 | 2020-05-20 | PYPL | PayPal Holdings, Inc. | Purchase | Spouse | $50,001 - $100,000 | 42688977 | |
| 222 | 2020-05-20 | FB | Facebook, Inc. | Purchase | Spouse | $50,001 - $100,000 | 42688977 | |
| 223 | 2020-05-11 | — | Triborough Brdg & Tuni Auth NY Revs Rate/Coupon: 5.0% Matures: 01/01/2021 | Purchase | Spouse | $50,001 - $100,000 | dd6f0dbb | |
| 224 | 2020-05-11 | — | Metropolitan Transn Auth NY Rev Ser D Rate/Coupon: 4.5% Matures: 11/15/2026 | Purchase | Spouse | $50,001 - $100,000 | dd6f0dbb | |
| 225 | 2020-05-11 | UBER | Uber Technologies, Inc. | Sale (Full) | Spouse | $15,001 - $50,000 | 1ce2fd56 | |
| 226 | 2020-05-11 | UBER | Uber Technologies, Inc. | Sale (Full) | Spouse | $15,001 - $50,000 | 42688977 | |
| 227 | 2020-05-08 | UBER | Uber Technologies, Inc. | Purchase | Spouse | $15,001 - $50,000 | 1ce2fd56 | |
| 228 | 2020-05-08 | UBER | Uber Technologies, Inc. | Purchase | Spouse | $15,001 - $50,000 | 42688977 | |
| 229 | 2020-05-07 | STZ | Constellation Brands, Inc. | Purchase | Spouse | $15,001 - $50,000 | 1ce2fd56 | |
| 230 | 2020-05-07 | MTCH | Match Group, Inc. | Purchase | Spouse | $50,001 - $100,000 | 1ce2fd56 | |
| 231 | 2020-05-07 | BLL | Ball Corporation | Purchase | Spouse | $50,001 - $100,000 | 1ce2fd56 | |
| 232 | 2020-05-07 | BRY | Berry Corporation | Purchase | Spouse | $15,001 - $50,000 | 1ce2fd56 | |
| 233 | 2020-05-07 | GE | General Electric Company | Sale (Full) | Spouse | $1,001 - $15,000 | 1ce2fd56 | |
| 234 | 2020-05-07 | STZ | Constellation Brands, Inc. | Purchase | Spouse | $15,001 - $50,000 | 42688977 | |
| 235 | 2020-05-07 | MTCH | Match Group, Inc. | Purchase | Spouse | $50,001 - $100,000 | 42688977 | |
| 236 | 2020-05-07 | BLL | Ball Corporation | Purchase | Spouse | $50,001 - $100,000 | 42688977 | |
| 237 | 2020-05-07 | BERY | Berry Global Group, Inc. | Purchase | Spouse | $15,001 - $50,000 | 42688977 | |
| 238 | 2020-05-07 | GE | General Electric Company | Sale (Full) | Spouse | $1,001 - $15,000 | 42688977 | |
| 239 | 2020-05-05 | QSR | Restaurant Brands International Inc. | Purchase | Spouse | $15,001 - $50,000 | 1ce2fd56 | |
| 240 | 2020-05-05 | MCD | McDonald's Corporation | Purchase | Spouse | $15,001 - $50,000 | 1ce2fd56 | |
| 241 | 2020-05-05 | DPZ | Domino's Pizza, Inc. | Purchase | Spouse | $50,001 - $100,000 | 1ce2fd56 | |
| 242 | 2020-05-05 | BYND | Beyond Meat, Inc. | Purchase | Spouse | $15,001 - $50,000 | 1ce2fd56 | |
| 243 | 2020-05-05 | QSR | Restaurant Brands International Inc. | Purchase | Spouse | $15,001 - $50,000 | 42688977 | |
| 244 | 2020-05-05 | MCD | McDonald's Corporation | Purchase | Spouse | $15,001 - $50,000 | 42688977 | |
| 245 | 2020-05-05 | DPZ | Domino's Pizza, Inc. | Purchase | Spouse | $50,001 - $100,000 | 42688977 | |
| 246 | 2020-05-05 | BYND | Beyond Meat, Inc. | Purchase | Spouse | $15,001 - $50,000 | 42688977 | |
| 247 | 2020-05-01 | — | Nassau Cnty NY Interim Fin Auth Ser A Rate/Coupon: 5.0% Matures: 11/15/2021 | Purchase | Spouse | $15,001 - $50,000 | dd6f0dbb | |
| 248 | 2020-05-01 | AMZN | Amazon.com, Inc. | Purchase | Spouse | $15,001 - $50,000 | 1ce2fd56 | |
| 249 | 2020-05-01 | AMZN | Amazon.com, Inc. | Purchase | Spouse | $15,001 - $50,000 | 42688977 | |
| 250 | 2020-05-01 | AMZN | Amazon.com, Inc. | Purchase | Spouse | $15,001 - $50,000 | d411d8c3 | |
| 251 | 2020-04-24 | TEL | TE Connectivity Ltd. | Sale (Full) | Spouse | $1,001 - $15,000 | d411d8c3 | |
| 252 | 2020-04-24 | JCI | Johnson Controls International plc | Sale (Full) | Spouse | $1,001 - $15,000 | d411d8c3 | |
| 253 | 2020-04-24 | C | Citigroup Inc. | Sale (Full) | Spouse | $1,001 - $15,000 | d411d8c3 | |
| 254 | 2020-04-24 | CRWD | CrowdStrike Holdings, Inc. | Sale (Full) | Spouse | $50,001 - $100,000 | d411d8c3 | |
| 255 | 2020-04-23 | PYPL | PayPal Holdings, Inc. | Purchase | Spouse | $50,001 - $100,000 | d411d8c3 | |
| 256 | 2020-04-21 | CRWD | CrowdStrike Holdings, Inc. | Purchase | Spouse | $15,001 - $50,000 | d411d8c3 | |
| 257 | 2020-04-21 | NVDA | NVIDIA Corporation | Purchase | Spouse | $50,001 - $100,000 | d411d8c3 | |
| 258 | 2020-04-17 | AMAT | Applied Materials, Inc. | Purchase | Spouse | $15,001 - $50,000 | d411d8c3 | |
| 259 | 2020-04-17 | DIS | The Walt Disney Company | Purchase | Spouse | $50,001 - $100,000 | d411d8c3 | |
| 260 | 2020-04-17 | DNKN | Dunkin' Brands Group, Inc. | Purchase | Spouse | $15,001 - $50,000 | d411d8c3 | |
| 261 | 2020-04-17 | F | Ford Motor Company | Purchase | Spouse | $15,001 - $50,000 | d411d8c3 | |
| 262 | 2020-04-17 | GOOG | Alphabet Inc. | Purchase | Spouse | $50,001 - $100,000 | d411d8c3 | |
| 263 | 2020-04-17 | KLAC | KLA Corporation | Purchase | Spouse | $15,001 - $50,000 | d411d8c3 | |
| 264 | 2020-04-17 | SBUX | Starbucks Corporation | Purchase | Spouse | $15,001 - $50,000 | d411d8c3 | |
| 265 | 2020-04-17 | T | AT&T Inc. | Purchase | Spouse | $15,001 - $50,000 | d411d8c3 | |
| 266 | 2020-04-17 | VMC | Vulcan Materials Company | Purchase | Spouse | $50,001 - $100,000 | d411d8c3 | |
| 267 | 2020-04-17 | AMZN | Amazon.com, Inc. | Purchase | Spouse | $50,001 - $100,000 | d411d8c3 | |
| 268 | 2020-04-13 | — | New York NY City Transitional Fin Auth Rev Sub-future Tax Ser B Rate/Coupon: 5.0% Matures: 02/01/2022 | Purchase | Spouse | $15,001 - $50,000 | d411d8c3 | |
| 269 | 2020-04-08 | UPS | United Parcel Service, Inc. | Purchase | Spouse | $15,001 - $50,000 | d411d8c3 | |
| 270 | 2020-04-08 | GOOG | Alphabet Inc. | Purchase | Spouse | $1,001 - $15,000 | d411d8c3 | |
| 271 | 2020-04-06 | QSR | Restaurant Brands International Inc. | Purchase | Spouse | $1,001 - $15,000 | d411d8c3 | |
| 272 | 2020-04-06 | GRUB | Grubhub Inc. | Purchase | Spouse | $1,001 - $15,000 | d411d8c3 | |
| 273 | 2020-04-06 | GOOG | Alphabet Inc. | Purchase | Spouse | $1,001 - $15,000 | d411d8c3 | |
| 274 | 2020-04-06 | IRBT | iRobot Corporation | Purchase | Spouse | $1,001 - $15,000 | d411d8c3 | |
| 275 | 2020-04-06 | DNKN | Dunkin' Brands Group, Inc. | Purchase | Spouse | $1,001 - $15,000 | d411d8c3 | |
| 276 | 2020-04-06 | SBUX | Starbucks Corporation | Purchase | Spouse | $1,001 - $15,000 | d411d8c3 | |
| 277 | 2020-04-06 | RDS-B | Royal Dutch Shell plc | Purchase | Spouse | $1,001 - $15,000 | d411d8c3 | |
| 278 | 2020-04-06 | T | AT&T Inc. | Purchase | Spouse | $1,001 - $15,000 | d411d8c3 | |
| 279 | 2020-04-06 | CSCO | Cisco Systems, Inc. | Purchase | Spouse | $15,001 - $50,000 | d411d8c3 | |
| 280 | 2020-04-06 | AMAT | Applied Materials, Inc. | Purchase | Spouse | $15,001 - $50,000 | d411d8c3 | |
| 281 | 2020-04-06 | KLAC | KLA Corporation | Purchase | Spouse | $15,001 - $50,000 | d411d8c3 | |
| 282 | 2020-04-06 | AVGO | Broadcom Inc. | Purchase | Spouse | $15,001 - $50,000 | d411d8c3 | |
| 283 | 2020-04-06 | XOM | Exxon Mobil Corporation | Purchase | Spouse | $15,001 - $50,000 | d411d8c3 | |
| 284 | 2020-04-06 | V | Visa Inc. | Purchase | Spouse | $15,001 - $50,000 | d411d8c3 | |
| 285 | 2020-04-06 | CAT | Caterpillar Inc. | Purchase | Spouse | $15,001 - $50,000 | d411d8c3 | |
| 286 | 2020-04-06 | — | New York NY GO BDS Ser A Rate/Coupon: 5.0% Matures: 08/01/2021 | Purchase | Spouse | $50,001 - $100,000 | d411d8c3 | |
| 287 | 2020-04-06 | AMZN | Amazon.com, Inc. | Purchase | Spouse | $50,001 - $100,000 | d411d8c3 | |
| 288 | 2020-04-06 | DIS | The Walt Disney Company | Purchase | Spouse | $50,001 - $100,000 | d411d8c3 | |
| 289 | 2020-03-31 | — | Westchester Cnty NY GO Ref BDS Ser Rate/Coupon: 5.0% Matures: 01/15/2021 | Purchase | Spouse | $50,001 - $100,000 | dd6f0dbb | |
| 290 | 2020-03-30 | — | New York NY City Transitional Fin Rate/Coupon: 5.0% Matures: 02/01/2021 | Purchase | Spouse | $100,001 - $250,000 | dd6f0dbb | |
| 291 | 2020-03-26 | — | New York NY GO BDS Ser Fiscal 2013 C-A Rate/Coupon: 5.0% Matures: 08/01/2020 | Purchase | Spouse | $50,001 - $100,000 | dd6f0dbb | |
| 292 | 2020-03-25 | — | Tuxedo Park NY Pub Impt BDS Ser Rate/Coupon: 3.0% Matures: 08/01/2020 | Purchase | Spouse | $15,001 - $50,000 | dd6f0dbb | |
| 293 | 2020-03-25 | — | Manhasset NY UN Free Sch Dist Ref Rate/Coupon: 5.0% Matures: 09/15/2021 | Purchase | Spouse | $50,001 - $100,000 | dd6f0dbb | |
| 294 | 2020-03-25 | — | Roslyn NY UN Free Sch Dist GTD EBD Rate/Coupon: 4.0% Matures: 10/15/2021 | Purchase | Spouse | $15,001 - $50,000 | dd6f0dbb | |
| 295 | 2020-03-25 | — | Nassau Cnty NY Gen Impt BDS LT Ser B Rate/Coupon: 5.0% Matures: 04/01/2021 | Purchase | Spouse | $15,001 - $50,000 | dd6f0dbb | |
| 296 | 2020-03-03 | — | New York NY GO BDS Ser 2011 B Rate/Coupon: 5.0% Matures: 08/01/2020 | Purchase | Spouse | $15,001 - $50,000 | dd6f0dbb | |
| 297 | 2020-03-03 | — | Buffalo NY BD Antic NTS 2019 LT Rate/Coupon: 3.0% Matures: 04/29/2020 | Purchase | Spouse | $250,001 - $500,000 | dd6f0dbb | |
| 298 | 2019-12-24 | — | Metropolitan Transn Auth NY Rev Transn Rev Ser C Rate/Coupon: 5.0% Matures: 05/15/2020 | Purchase | Spouse | $100,001 - $250,000 | e29a0a93 | |
| 299 | 2019-12-18 | — | Metropolitan Transn Auth NY Rev Transn BDS C-1 Rate/Coupon: 5.0% Matures: 09/01/2020 | Purchase | Spouse | $50,001 - $100,000 | e29a0a93 | |
| 300 | 2019-12-13 | — | Metropolitan Transn Auth NY Rev Bds Ser C Rate/Coupon: 5.0% Matures: 11/15/2020 | Purchase | Spouse | $15,001 - $50,000 | e29a0a93 | |
| 301 | 2019-12-13 | — | Suffolk Cnty NY Rev Antic Nts 2019 Rate/Coupon: 2.0% Matures: 03/20/2020 | Purchase | Spouse | $50,001 - $100,000 | e29a0a93 | |
| 302 | 2019-12-11 | — | Metropolitan Transn Auth NY Rev Bds Ser C Rate/Coupon: 5.0% Matures: 11/15/2020 | Purchase | Spouse | $15,001 - $50,000 | e29a0a93 | |
| 303 | 2019-12-11 | — | Metropolitan Transn Auth NY Rev Bd Antic Nts B Rate/Coupon: 5.0% Matures: 05/15/2020 | Purchase | Spouse | $100,001 - $250,000 | e29a0a93 | |
| 304 | 2018-11-24 | — | Fitz Frames, Inc. Company: Fitz Frames, Inc. (Santa Monica, CA) Description: Custom eyeglass wear | Purchase | Spouse | $15,001 - $50,000 | 8361b3a4 | |
| 305 | 2016-03-24 | — | Oregon St For Previous Issues GO Bds Rate/Coupon: 5 Matures: 08/01/2041 | Purchase | Self | $50,001 - $100,000 | 17cb92a5 | |
| 306 | 2016-02-26 | — | Waterville NY Cent Sch Dist Fixed Rate/Coupon: 4 Matures: 6/15/2016 | Sale (Full) | Spouse | $15,001 - $50,000 | 17cb92a5 | |
| 307 | 2016-02-26 | — | New York St Loc Govt Assistance Corp Ref Rate/Coupon: 5.25 Matures: 04/01/16 | Sale (Full) | Spouse | $15,001 - $50,000 | 17cb92a5 | |
| 308 | 2016-02-19 | — | Erie Cnty NY Indl Dev Agy Sch Fac Rev Rate/Coupon: 5 Matures: 5/1/2017 | Sale (Full) | Spouse | $15,001 - $50,000 | 17cb92a5 | |
| 309 | 2016-02-19 | — | Schenectady Cnty NY Var Purp Bds Rate/Coupon: 4 Matures: 12/15/18 | Sale (Full) | Spouse | $50,001 - $100,000 | 17cb92a5 | |
| 310 | 2016-02-19 | — | Port Auth NY & NJ consolidated Bds Rate/Coupon: 5 Matures: 12/01/18 | Sale (Full) | Spouse | $50,001 - $100,000 | 17cb92a5 | |
| 311 | 2016-02-19 | — | Nassau Cnty NY Swr & Storm Wtr Fin Auth Rate/Coupon: 5 Matures: 11/01/17 | Sale (Full) | Spouse | $15,001 - $50,000 | 17cb92a5 | |
| 312 | 2014-01-03 | — | WATERVILLE N Y CENT SCH DIST SCH DIST BDS 2006 | Purchase | Spouse | $15,001 - $50,000 | 94cdb35a | |
| 313 | 2014-01-03 | — | SCHENECTADY CNTY N Y VAR PURP BDS 2013 | Purchase | Spouse | $50,001 - $100,000 | 94cdb35a | |
| 314 | 2014-01-03 | — | PORT AUTH N Y & N J CONSOLIDATED BDS 179 | Purchase | Spouse | $50,001 - $100,000 | 94cdb35a | |
| 315 | 2014-01-03 | — | NEW YORK ST LOC GOVT ASSISTANCE CORP REF BDS 1993E | Purchase | Spouse | $50,001 - $100,000 | 94cdb35a | |
| 316 | 2014-01-03 | — | NEW YORK N Y CITY TRANSITIONAL FIN AUTH FUTURE TAX SECURED SUB BDS 2007B | Purchase | Spouse | $15,001 - $50,000 | 94cdb35a | |
| 317 | 2014-01-03 | — | NASSAU CNTY N Y SWR & STORM WTR FIN AUT REV BDS 2008A | Purchase | Spouse | $15,001 - $50,000 | 94cdb35a | |
| 318 | 2014-01-03 | — | ERIE CNTY NY INDL DEV AGY SCH FAC REV REV BDS CITY SCH DIST OF BUFFALO 2008A | Purchase | Spouse | $15,001 - $50,000 | 94cdb35a | |
| 319 | 2013-09-30 | — | triborough brdg & Tunl auth ny rev bond | Purchase | Spouse | $15,001 - $50,000 | 94cdb35a | |
| 320 | 2013-09-30 | — | brookhaven NY ref bonds | Purchase | Spouse | $50,001 - $100,000 | 94cdb35a | |
| 321 | 2013-08-07 | — | new york st dorm auth lease bond fund | Purchase | Spouse | $100,001 - $250,000 | 94cdb35a | |