Congressional stock trades · Member
Donna E. Shalala
Former representative · FL-27 · Democrat
560 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 2 annual reports are below.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2020-07-21 | 2020-03-31 | 112 ·>45 | Member | TEGNA Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-21 | 2019-04-01 | 477 ·>45 | Member | TEGNA Inc | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2020-06-23 | 2020-06-19 | 4 | Member | LEN.BLennar Corporation Class B | Sale | $1,001 - $15,000 | Clerk → |
| 2020-06-23 | 2020-06-19 | 4 | Member | LENLennar Corporation Class A | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2020-05-15 | 2020-05-13 | 2 | Member | LENLennar Corporation Class a | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2020-05-15 | 2020-05-07 | 8 | Member | TEVATeva Pharmaceutical Industries Limited american Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-05-07 | 8 | Member | LEN.BLennar Corporation Class B | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-05-07 | 8 | Member | TEGNA Inc | Sale | $15,001 - $50,000 | Clerk → |
| 2020-05-15 | 2020-05-07 | 8 | Member | WSOWatsco, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-05-15 | 2020-05-07 | 8 | Member | LENLennar Corporation Class a | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2020-04-27 | 2019-11-20 | 159 ·>45 | Member | Gannett Co., Inc. | Exchange | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-10-15 | 195 ·>45 | Member | Mednax, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | MSFTMicrosoft Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | HPQHP Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | CVXChevron Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | NEENextEra Energy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | CSCOCisco Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | COPConocoPhillips | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | LMTLockheed Martin Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | PFEPfizer, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | KOCoca-Cola Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | DOWDow Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | MCDMcDonald's Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | WFCWells Fargo & Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | SRESempra Energy | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | DLRDigital Realty Trust, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | JPMJP Morgan Chase & Co. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | Nestle SA Sponsored ADR representing Registered Shares Series B | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | WMTWalmart Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | VZVerizon Communications Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | JNJJohnson & Johnson | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | TAT&T Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | BLKBlackRock, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | OXYOccidental Petroleum Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | CBChubb Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | CMCSAComcast Corporation - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | BNYThe Bank of New York Mellon Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | ZIONZions Bancorporation N.A. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | PNWPinnacle West Capital Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | SGS SA ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CMCSAComcast Corporation - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CDNSCadence Design Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | MEDMEDIFAST INC | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | HPHelmerich & Payne, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CCOICogent Communications Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | EGBNEagle Bancorp, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | FIBKFirst Interstate BancSystem, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Seattle genetics, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | AIA group, Ltd. Sponsored American Depository Receipt | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | AMHAmerican Homes 4 Rent Common Shares of Beneficial Interest | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Nuance Communications, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Alfa-Laval Ab Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Naspers Limited N Shs Sponsored American Depositary Receipt Representing Class N Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CVLTCommVault Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | SITCSITE Centers Corp. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Lukoil Co Sponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | BancorpSouth Bank | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Chugai Pharmaceutical Ltd Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | China Mobile Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | HSBCHSBC Holdings, plc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Global Blood Therapeutics, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Wyndham Destinations, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | AVYAvery Dennison Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | AIVApartment Investment and Management Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | VRNSVaronis Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Sysmex Corporation Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | LAURLaureate Education, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | L3 Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | FFINFirst Financial Bankshares, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | PTENPatterson-UTI Energy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Berry global group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Dentsu Inc Tokyo Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Symrise Ag Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CHEChemed Corp | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Pluralsight, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | TELTE Connectivity Ltd. New Switzerland Registered Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | RGAReinsurance group of America, Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | VRTXVertex Pharmaceuticals Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | L'oreal Co. American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | FOXFFox Factory Holding Corp. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | BIIBBiogen Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | PNRPentair plc. ordinary Share | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | WINGWingstop Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | OXMOxford Industries, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | MPWRMonolithic Power Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | EVO Payments, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | PotlatchDeltic Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CoreSite Realty Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | HEHawaiian Electric Industries, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | PLCEChildren's Place, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | POWIPower Integrations, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | QTS Realty Trust, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Qurate Retail, Inc. - Series A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | IFNNYInfineon Technologies Ag | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | PHMPultegroup, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Amedisys Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | UBSIUnited Bankshares, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Federated Investors, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | BCPCBalchem Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | WTSWatts Water Technologies, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | DEODiageo plc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CNICanadian National Railway Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Sealed Air Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | JCIJohnson Controls International plc ordinary Share | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | ARIApollo Commercial Real Estate Finance, Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Exact Sciences Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Umpqua Holdings Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CRUSCirrus Logic, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | IONSIonis Pharmaceuticals, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Flagstar Bancorp, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | WDCWestern Digital Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Discovery, Inc. - Series A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | LBRDKLiberty Broadband Corporation - Class C | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | PLNTPlanet Fitness, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | SLBSchlumberger N.V. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | IBNICICI Bank Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Twitter, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | TSMTaiwan Semiconductor Manufacturing Company Ltd. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | AXGNAxogen, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | WPCW. P. Carey Inc. REIT | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CHKPCheck Point Software Technologies Ltd. - ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Aspen Pharmacare Holdings plc Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | APCAnadarko Petroleum Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | AOSA.o. Smith Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | SAPSAP SE ADS | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | DLBDolby Laboratories | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | TRMKTrustmark Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | ADUSAddus HomeCare Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | USPHU.S. Physical Therapy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Bayerische Motoren Werke Ag Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Liberty Media Corporation - Series C Liberty SiriusXM | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | PDMPiedmont office Realty Trust, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | ITUBItau Unibanco Banco Holding SA American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | AMCXAMC Networks Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Fuchs Petrolub SE Unsponsored American Depository ReceiptRepresenting Preferenced Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CDECoeur Mining, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | AWIArmstrong World Industries Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | WSTWest Pharmaceutical Services, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | REXRRexford Industrial Realty, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Cree, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | GLTorchmark Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | WHWyndham Hotels & Resorts, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | BOOMDMC global Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | SITESiteone Landscape Supply, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | ULUnilever PLC | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | HIWHighwoods Properties, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Atlas Copco Ab Sponsored ADR repstg Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Kubota Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Dbs group Holdings Ltd ord American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | People's United Financial, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Roche Holdings Ag Basel American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | ROLRollins, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | ABEVAmbev S.A. American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CHHChoice Hotels International, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | NUENucor Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | SHAKShake Shack, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Washington Federal, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Nestle SA Sponsored ADR representing Registered Shares Series B | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | IRTCIRhythm Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | NOW Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | DORMDorman Products, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Yandex N.V. - Class A ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Radius Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | BKUBankUnited, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | EPIROC AKTIEBOLAG ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CATYCathay general Bancorp | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Zendesk, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Paramount group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | BRKRBruker Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Novozymes A/S Unsponsored American Depositary Receipt | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CRLCharles River Laboratories International, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Fomento Economico Mexicano S.A.B. de C.V. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | HHyatt Hotels Corporation Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | HLHecla Mining Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | PRGSProgress Software Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Fanuc Corporation Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Lancaster Colony Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | AVGOBroadcom Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Dassault Systemes, S.A. American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | L'AIR Liquide ord American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Allergan plc ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | FIVEFive Below, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Coupa Software Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | RIORio Tinto Plc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Citrix Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CWENClearway Energy, Inc. Class C | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | ProAssurance Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | BIDUBaidu, Inc. - American Depositary Shares, each representing one tenth Class A ordinary share | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | TERTeradyne, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | STESTERIS plc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Komatsu Ltd ord American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Allianz SE ADS | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | FLRFluor Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | LINLinde plc ordinary Share | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | NEOGNeogen Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Temenos group Ag SPONSORED ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | National oilwell Varco, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | APLEApple Hospitality REIT, Inc. Common Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | HCSGHealthcare Services group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2018 report.
324 assets with a value on the amended report filed 2020-07-21, 166 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Citibank Accounts | Other | Member | $50,001 - $100,000 |
| LENLennar Corporation Class A | Stock | Member | $250,001 - $500,000 |
| LEN.BLennar Corporation Class B | Stock | Member | $1,001 - $15,000 |
| Mednax Inc. | Option | Member | None |
| Miami Rental Property | Other | Member | $250,001 - $500,000 |
| Blackstone Alternative Alpha Adv | Other | Member | $100,001 - $250,000 |
| Algerian MLP ETF | Fund | Member | $15,001 - $50,000 |
| FT North American Energy INFRA | Fund | Member | None |
| ISHARES CORE MSCI EUROPE | Fund | Member | $50,001 - $100,000 |
| ISHARES EDGE MSCI MIN VOL EAFE | Fund | Member | $15,001 - $50,000 |
| ISHARES EDGE MSCI VOL EMER | Fund | Member | $15,001 - $50,000 |
| ISHARES INC MSCI JAPAN ETF | Fund | Member | $1,001 - $15,000 |
| ISHARES RUSSELL 1000 GRW ETF | Fund | Member | $50,001 - $100,000 |
| ISHARES RUSSELL 1000 VALUE ETF | Fund | Member | $50,001 - $100,000 |
| ISHARES RUSSELL 2000 GRWTH ETF | Fund | Member | $1,001 - $15,000 |
| ISHARES RUSSELL 2000 VALUE ETF | Fund | Member | $1,001 - $15,000 |
| ISHARES RUSSELL MIDCAP G ETF | Fund | Member | $1,001 - $15,000 |
| ISHARES RUSSELL MIDCAP V ETF | Fund | Member | $1,001 - $15,000 |
| Morgan Stanley Private Bank Account | Other | Member | $1,001 - $15,000 |
| Vanguard Dividend Appreciation | Fund | Member | $1,001 - $15,000 |
| VANGUARD FTSE EUROPE ETF | Fund | Member | None |
| WISDOMTREE TRUST JAPN HEDGE EQ | Fund | Member | $15,001 - $50,000 |
| AMGNAmgen Inc. | Stock | Member | None |
| ADIAnalog Devices, Inc. | Stock | Member | None |
| AAPLApple Inc. | Stock | Member | $1,001 - $15,000 |
| TAT&T Inc. | Stock | Member | $1,001 - $15,000 |
| BNYBank of New York Mellon Corporation | Stock | Member | None |
| BLKBlackRock, Inc. | Stock | Member | $1,001 - $15,000 |
| BABoeing Company | Stock | Member | None |
| CVXChevron Corporation | Stock | Member | $1,001 - $15,000 |
| CBChubb Limited | Stock | Member | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. | Stock | Member | $1,001 - $15,000 |
| CLColgate-Palmolive Company | Stock | Member | $1,001 - $15,000 |
| CMCSAComcast Corporation - Class A | Stock | Member | $1,001 - $15,000 |
| COPConocoPhillips | Stock | Member | $1,001 - $15,000 |
| CCICrown Castle International Corp. | Stock | Member | None |
| DDDowDuPont Inc. | Stock | Member | $1,001 - $15,000 |
| FT NORTH AMERICAN ENERGY INFRA | Fund | Member | None |
| HONHoneywell International Inc. | Stock | Member | None |
| IBMInternational Business Machines Corporation | Stock | Member | None |
| JNJJohnson & Johnson | Stock | Member | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. | Stock | Member | $1,001 - $15,000 |
| L Brands, Inc. | Stock | Member | None |
| LMTLockheed Martin Corporation | Stock | Member | None |
| LOWLowe's Companies, Inc. | Stock | Member | $1,001 - $15,000 |
| MCDMcDonald's Corporation | Stock | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Member | $1,001 - $15,000 |
| Morgan Stanley Bank Account | Other | Member | $100,001 - $250,000 |
| Nestle SA Sponsored ADR representing Registered Shares Series B | Stock | Member | $1,001 - $15,000 |
| NEENextEra Energy, Inc. | Stock | Member | $1,001 - $15,000 |
| OXYOccidental Petroleum Corporation | Stock | Member | $1,001 - $15,000 |
| PEPPepsico, Inc. | Stock | Member | None |
| PFEPfizer, Inc. | Stock | Member | $15,001 - $50,000 |
| SLBSchlumberger N.V. | Stock | Member | None |
| SRESempra Energy | Stock | Member | $1,001 - $15,000 |
| KHCThe Kraft Heinz Company | Stock | Member | None |
| VANGUARD INT DIV APP INDX FD | Fund | Member | None |
| VZVerizon Communications Inc. | Stock | Member | $1,001 - $15,000 |
| WMTWalmart Inc. | Stock | Member | $1,001 - $15,000 |
| WFCWells Fargo & Company | Stock | Member | None |
| WISDOMTREE TR ITL HDG QTLY DIV (IHDG] | Fund | Member | None |
| WISDOMTREE TR US S CAP DIV GRW | Fund | Member | None |
| WisdomTree U.S. LargeCap Dividend Fund | Stock | Member | None |
| WISDOMTREE US MIDCAP DIV FND | Fund | Member | None |
| WISDOMTREE US SMALLCAP DIV FND | Fund | Member | $1,001 - $15,000 |
| Morgan Stanley Private Bank Account | Other | Member | None |
| CARSCars.com Inc. | Stock | Member | None |
| Gannett Co., Inc. | Stock | Member | $1,001 - $15,000 |
| LENLennar Corporation Class A | Stock | Member | $15,001 - $50,000 |
| LENLennar Corporation Class A | Stock | Member | $100,001 - $250,000 |
| LEN.BLennar Corporation Class B | Stock | Member | None |
| Mednax, Inc. | Stock | Member | $50,001 - $100,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Member | None |
| Morgan Stanley Private Bank Account | Other | Member | $1,001 - $15,000 |
| TEGNA Inc | Stock | Member | $15,001 - $50,000 |
| TEVATeva Pharmaceutical Industries Limited American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Member | $250,001 - $500,000 |
| WSOWatsco, Inc. | Stock | Member | $15,001 - $50,000 |
| Morgan Stanley Private Bank Account | Other | Member | $15,001 - $50,000 |
| PE Premier BTAS IV Feeder | Other | Member | $15,001 - $50,000 |
| PEP II Onshore Class A | Other | Member | $15,001 - $50,000 |
| CERES ORION LP CL A | Other | Member | $50,001 - $100,000 |
| MF Premier Energy II LP | Other | Member | $50,001 - $100,000 |
| Angel Oak Multi Strat Inc I | Fund | Member | $15,001 - $50,000 |
| Blackrock Strategic Inc Opp I | Fund | Member | None |
| Blackstone Mult-Strat Inst | Fund | Member | $15,001 - $50,000 |
| FT North American Energy Infra | Fund | Member | $1,001 - $15,000 |
| Fuller & Thaler BHV SMOP EQINST | Fund | Member | $1,001 - $15,000 |
| Harding Loevner Intl Eqty Inst | Fund | Member | $15,001 - $50,000 |
| IShares Russell 1000 GRW ETF | Fund | Member | $15,001 - $50,000 |
| IShares Russell 2000 GRWTH ETF | Fund | Member | $1,001 - $15,000 |
| IShares Russell Micap V ETF | Fund | Member | $1,001 - $15,000 |
| IShares Russell Midcap G ETF | Fund | Member | $1,001 - $15,000 |
| Lazard Emrg Mkt Eq Blend Inst | Fund | Member | $15,001 - $50,000 |
| Lazard Intl Strat Eq Ptf Inst | Fund | Member | $50,001 - $100,000 |
| Morgan Stanley Private Bank NA # | Other | Member | $1,001 - $15,000 |
| Oakmark Fund Advisor | Fund | Member | $15,001 - $50,000 |
| Vanguard Dividend Appreciation | Fund | Member | $15,001 - $50,000 |
| Western Asset Core Plus BD I | Fund | Member | $15,001 - $50,000 |
| Wisdmtree Emerg Mkt EX-ST OW | Fund | Member | $1,001 - $15,000 |
| AOSA.O. Smith Corporation | Stock | Member | $1,001 - $15,000 |
| ABMABM Industries Incorporated | Stock | Member | $1,001 - $15,000 |
| AYIAcuity Brands, Inc. | Stock | Member | $1,001 - $15,000 |
| ADUSAddus HomeCare Corporation | Stock | Member | $1,001 - $15,000 |
| adidas AG Sponsored ADR | Stock | Member | $1,001 - $15,000 |
| AGCOAGCO Corporation | Stock | Member | $1,001 - $15,000 |
| AIA Group, Ltd. Sponsored American Depository Receipt | Stock | Member | $15,001 - $50,000 |
| ALKAlaska Air Group, Inc. | Stock | Member | $1,001 - $15,000 |
| Alfa-Laval Ab Unsponsored ADR | Stock | Member | $1,001 - $15,000 |
| Allergan plc Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| Allianz SE ADS | Stock | Member | $1,001 - $15,000 |
| Altra Industrial Motion Corp. | Stock | Member | $1,001 - $15,000 |
| ABEVAmbev S.A. American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| AMCXAMC Networks Inc. - Class A | Stock | Member | $1,001 - $15,000 |
| Amedisys Inc | Stock | Member | $1,001 - $15,000 |
| AOUTAmerican Outdoor Brands Corporation | Stock | Member | $1,001 - $15,000 |
| APCAnadarko Petroleum Corporation | Stock | Member | $1,001 - $15,000 |
| ARRARMOUR Residential REIT, Inc. | Stock | Member | $15,001 - $50,000 |
| AWIArmstrong World Industries Inc | Stock | Member | $1,001 - $15,000 |
| Aspen Pharmacare Holdings plc Unsponsored ADR | Stock | Member | $1,001 - $15,000 |
| AIZAssurant, Inc. | Stock | Member | $1,001 - $15,000 |
| AGOAssured Guaranty Ltd. | Stock | Member | $1,001 - $15,000 |
| Atlas Copco Ab Sponsored ADR repstg Class A | Stock | Member | $1,001 - $15,000 |
| ADSKAutodesk, Inc. | Stock | Member | $1,001 - $15,000 |
| BIDUBaidu, Inc. - American Depositary Shares, each representing one tenth Class A ordinary share | Stock | Member | $1,001 - $15,000 |
| BCPCBalchem Corporation | Stock | Member | $1,001 - $15,000 |
| BBVABanco Bilbao Vizcaya Argentaria S.A. | Stock | Member | $1,001 - $15,000 |
| Bayer Aktiengesellschaft American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| Bayerische Motoren Werke AG Unsponsored ADR | Stock | Member | $1,001 - $15,000 |
| Big Lots, Inc. | Stock | Member | $1,001 - $15,000 |
| BIIBBiogen Inc. | Stock | Member | $1,001 - $15,000 |
| AVGOBroadcom Inc. | Stock | Member | $1,001 - $15,000 |
| BRKRBruker Corporation | Stock | Member | $1,001 - $15,000 |
| BURLBurlington Stores, Inc. | Stock | Member | $1,001 - $15,000 |
| CDNSCadence Design Systems, Inc. | Stock | Member | $1,001 - $15,000 |
| Calavo Growers, Inc. | Stock | Member | $1,001 - $15,000 |
| CNICanadian National Railway Company | Stock | Member | $1,001 - $15,000 |
| Cantel Medical Corp. | Stock | Member | $1,001 - $15,000 |
| CFCF Industries Holdings, Inc. | Stock | Member | $1,001 - $15,000 |
| CRLCharles River Laboratories International, Inc. | Stock | Member | $1,001 - $15,000 |
| CHKPCheck Point Software Technologies Ltd. - Ordinary Shares | Stock | Member | $15,001 - $50,000 |
| CHEChemed Corp | Stock | Member | $1,001 - $15,000 |
| CHHChoice Hotels International, Inc. | Stock | Member | $1,001 - $15,000 |
| CMPRCimpress N.V - Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| CRUSCirrus Logic, Inc. | Stock | Member | $1,001 - $15,000 |
| Citrix Systems, Inc. | Stock | Member | $1,001 - $15,000 |
| CDECoeur Mining, Inc. | Stock | Member | $1,001 - $15,000 |
| CCOICogent Communications Holdings, Inc. | Stock | Member | $1,001 - $15,000 |
| CMCSAComcast Corporation - Class A | Stock | Member | $1,001 - $15,000 |
| CVLTCommVault Systems, Inc. | Stock | Member | $1,001 - $15,000 |
| Cooper Tire & Rubber Company | Stock | Member | $1,001 - $15,000 |
| CoreSite Realty Corporation | Stock | Member | $1,001 - $15,000 |
| Coupa Software Incorporated | Stock | Member | $1,001 - $15,000 |
| Cree, Inc. | Stock | Member | $1,001 - $15,000 |
| Dassault Systemes, S.A. American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| Dbs Group Holdings Ltd Ord American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| DECKDeckers Outdoor Corporation | Stock | Member | $1,001 - $15,000 |
| DINDine Brands Global, Inc. | Stock | Member | $1,001 - $15,000 |
| Discovery, Inc. - Series A | Stock | Member | $1,001 - $15,000 |
| DLBDolby Laboratories | Stock | Member | $1,001 - $15,000 |
| DORMDorman Products, Inc. | Stock | Member | $1,001 - $15,000 |
| EGBNEagle Bancorp, Inc. | Stock | Member | $1,001 - $15,000 |
| EGPEastGroup Properties, Inc. | Stock | Member | $1,001 - $15,000 |
| EPIROC AKTIEBOLAG ADR (Stock Ticker: EPOKY) | Other | Member | $1,001 - $15,000 |
| EEFTEuronet Worldwide, Inc. | Stock | Member | $1,001 - $15,000 |
| Fanuc Corporation Unsponsored ADR | Stock | Member | $15,001 - $50,000 |
| FAFFirst American Corporation | Stock | Member | $1,001 - $15,000 |
| FFINFirst Financial Bankshares, Inc. | Stock | Member | $1,001 - $15,000 |
| FIVEFive Below, Inc. | Stock | Member | $1,001 - $15,000 |
| FLRFluor Corporation | Stock | Member | $1,001 - $15,000 |
| Fomento Economico Mexicano S.A.B. de C.V. | Stock | Member | $1,001 - $15,000 |
| FTNTFortinet, Inc. | Stock | Member | $1,001 - $15,000 |
| FOXFFox Factory Holding Corp. | Stock | Member | $1,001 - $15,000 |
| FCXFreeport-McMoRan, Inc. | Stock | Member | $1,001 - $15,000 |
| Fuchs Petrolub SE Unsponsored American Depository ReceiptRepresenting Preferenced Shares | Stock | Member | $1,001 - $15,000 |
| GCOGenesco Inc. | Stock | Member | $1,001 - $15,000 |
| GBXGreenbrier Companies, Inc. | Stock | Member | $1,001 - $15,000 |
| GRFSGrifols, S.A. - American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR | Stock | Member | $1,001 - $15,000 |
| Harding Loevner Emerg Mkts Adv | Fund | Member | $50,001 - $100,000 |
| HEHawaiian Electric Industries, Inc. | Stock | Member | $1,001 - $15,000 |
| HDBHDFC Bank Limited | Stock | Member | $1,001 - $15,000 |
| HRHealthcare Realty Trust Incorporated | Stock | Member | $1,001 - $15,000 |
| HCSGHealthcare Services Group, Inc. | Stock | Member | $1,001 - $15,000 |
| HPHelmerich & Payne, Inc. | Stock | Member | $1,001 - $15,000 |
| Hill-Rom Holdings Inc | Stock | Member | $1,001 - $15,000 |
| HollyFrontier Corporation | Stock | Member | $1,001 - $15,000 |
| HSBCHSBC Holdings, plc. | Stock | Member | $1,001 - $15,000 |
| IBNICICI Bank Limited | Stock | Member | $1,001 - $15,000 |
| IFNNYInfineon Technologies AG | Stock | Member | $1,001 - $15,000 |
| IARTIntegra LifeSciences Holdings Corporation | Stock | Member | $1,001 - $15,000 |
| IONSIonis Pharmaceuticals, Inc. | Stock | Member | $1,001 - $15,000 |
| IRTCiRhythm Technologies, Inc. | Stock | Member | $1,001 - $15,000 |
| IRMIron Mountain Incorporated | Stock | Member | $1,001 - $15,000 |
| ITUBItau Unibanco Banco Holding SA American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| J G C Corp | Stock | Member | $1,001 - $15,000 |
| JCIJohnson Controls International plc Ordinary Share | Stock | Member | $1,001 - $15,000 |
| KMTKennametal Inc. | Stock | Member | $1,001 - $15,000 |
| Komatsu Ltd Ord American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| Kubota Corporation | Stock | Member | $1,001 - $15,000 |
| L3 Technologies, Inc. | Stock | Member | $1,001 - $15,000 |
| L'Air Liquide Ord American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| LWLamb Weston Holdings, Inc. | Stock | Member | $1,001 - $15,000 |
| Lancaster Colony Corporation | Stock | Member | $1,001 - $15,000 |
| Liberty Media Corporation - Series C Liberty SiriusXM | Stock | Member | $1,001 - $15,000 |
| LINLinde plc Ordinary Share | Stock | Member | $1,001 - $15,000 |
| LYVLive Nation Entertainment, Inc. | Stock | Member | $1,001 - $15,000 |
| Lonza Group Ag Zuerich Unsponsored ADR | Stock | Member | $1,001 - $15,000 |
| L'Oreal Co. American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt | Stock | Member | $1,001 - $15,000 |
| MANHManhattan Associates, Inc. | Stock | Member | $1,001 - $15,000 |
| Masonite International Corporation Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| MTHMeritage Homes Corporation | Stock | Member | $1,001 - $15,000 |
| MSTRMicroStrategy Incorporated - Class A | Stock | Member | $1,001 - $15,000 |
| MCMoelis & Company Class A | Stock | Member | $1,001 - $15,000 |
| MPWRMonolithic Power Systems, Inc. | Stock | Member | $1,001 - $15,000 |
| Monotaro Co. Ltd., Osaka Unsponsored ADR | Stock | Member | $1,001 - $15,000 |
| Morgan Stanley Private Bank Account | Other | Member | $15,001 - $50,000 |
| Naspers Limited N Shs Sponsored American Depositary Receipt Representing Class N Shares | Stock | Member | $1,001 - $15,000 |
| National Instruments Corporation | Stock | Member | $1,001 - $15,000 |
| National Oilwell Varco, Inc. | Stock | Member | $1,001 - $15,000 |
| NEOGNeogen Corporation | Stock | Member | $1,001 - $15,000 |
| Nestle SA Sponsored ADR representing Registered Shares Series B | Stock | Member | $15,001 - $50,000 |
| Novozymes A/S Unsponsored American Depositary Receipt | Stock | Member | $1,001 - $15,000 |
| NOW Inc. | Stock | Member | $1,001 - $15,000 |
| Nuance Communications, Inc. | Stock | Member | $1,001 - $15,000 |
| NUENucor Corporation | Stock | Member | $1,001 - $15,000 |
| NTNXNutanix, Inc. - Class A | Stock | Member | $1,001 - $15,000 |
| PacWest Bancorp | Stock | Member | $1,001 - $15,000 |
| Paramount Group, Inc. | Stock | Member | $1,001 - $15,000 |
| Park 24 Co Ltd Sponsored ADR | Stock | Member | $1,001 - $15,000 |
| Pattern Energy Group Inc. - Class A | Stock | Member | $1,001 - $15,000 |
| PTENPatterson-UTI Energy, Inc. | Stock | Member | $1,001 - $15,000 |
| PNRPentair plc. Ordinary Share | Stock | Member | $1,001 - $15,000 |
| RVTYPerkinElmer, Inc. | Stock | Member | $1,001 - $15,000 |
| PotlatchDeltic Corporation | Stock | Member | $1,001 - $15,000 |
| POWIPower Integrations, Inc. | Stock | Member | $1,001 - $15,000 |
| PRGSProgress Software Corporation | Stock | Member | $1,001 - $15,000 |
| PUMPProPetro Holding Corp. | Stock | Member | $1,001 - $15,000 |
| PBProsperity Bancshares, Inc. | Stock | Member | $1,001 - $15,000 |
| PS Business Parks, Inc. | Stock | Member | $1,001 - $15,000 |
| PHMPulteGroup, Inc. | Stock | Member | $1,001 - $15,000 |
| QGENQiagen N.V. Common Shares | Stock | Member | $1,001 - $15,000 |
| QTS Realty Trust, Inc. Class A | Stock | Member | $1,001 - $15,000 |
| Qurate Retail, Inc. - Series A QVC Group | Stock | Member | $1,001 - $15,000 |
| RLRalph Lauren Corporation | Stock | Member | $1,001 - $15,000 |
| Redfin Corporation | Stock | Member | $1,001 - $15,000 |
| RGAReinsurance Group of America, Incorporated | Stock | Member | $1,001 - $15,000 |
| Roche Holdings AG Basel American Depositary Shares | Stock | Member | $15,001 - $50,000 |
| ROLRollins, Inc. | Stock | Member | $1,001 - $15,000 |
| Royal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares | Stock | Member | $15,001 - $50,000 |
| RGLDRoyal Gold, Inc. | Stock | Member | $1,001 - $15,000 |
| SAPSAP SE ADS | Stock | Member | $1,001 - $15,000 |
| SSLSasol Ltd. American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| SLBSchlumberger N.V. | Stock | Member | $1,001 - $15,000 |
| STXSeagate Technology PLC - Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| Sealed Air Corporation | Stock | Member | $1,001 - $15,000 |
| Seattle Genetics, Inc. | Stock | Member | $1,001 - $15,000 |
| Sonova Holding AG Unsponsored ADR | Stock | Member | $1,001 - $15,000 |
| Spirit Airlines, Inc. | Stock | Member | $1,001 - $15,000 |
| SPSCSPS Commerce, Inc. | Stock | Member | $1,001 - $15,000 |
| STESTERIS plc | Stock | Member | $1,001 - $15,000 |
| Symrise Ag Unsponsored ADR | Stock | Member | $1,001 - $15,000 |
| Sysmex Corporation Unsponsored ADR | Stock | Member | $1,001 - $15,000 |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Stock | Member | $15,001 - $50,000 |
| TELTE Connectivity Ltd. New Switzerland Registered Shares | Stock | Member | $1,001 - $15,000 |
| Temenos Group AG SPONSORED ADR | Stock | Member | $1,001 - $15,000 |
| TSTenaris S.A. American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| TERTeradyne, Inc. | Stock | Member | $1,001 - $15,000 |
| TXRHTexas Roadhouse, Inc. | Stock | Member | $1,001 - $15,000 |
| GTThe Goodyear Tire & Rubber Company | Stock | Member | $1,001 - $15,000 |
| TOLToll Brothers, Inc. | Stock | Member | $1,001 - $15,000 |
| GLTorchmark Corporation | Stock | Member | $1,001 - $15,000 |
| TRMBTrimble Inc. | Stock | Member | $1,001 - $15,000 |
| TRIPTripAdvisor, Inc. | Stock | Member | $1,001 - $15,000 |
| TRMKTrustmark Corporation | Stock | Member | $1,001 - $15,000 |
| Twitter, Inc. | Stock | Member | $1,001 - $15,000 |
| Two Harbors Investment Corp | Stock | Member | $1,001 - $15,000 |
| USPHU.S. Physical Therapy, Inc. | Stock | Member | $1,001 - $15,000 |
| ULUnilever PLC | Stock | Member | $1,001 - $15,000 |
| UTHRUnited Therapeutics Corporation | Stock | Member | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Member | $1,001 - $15,000 |
| UVVUniversal Corporation | Stock | Member | $1,001 - $15,000 |
| VRNSVaronis Systems, Inc. | Stock | Member | $1,001 - $15,000 |
| VRTXVertex Pharmaceuticals Incorporated | Stock | Member | $1,001 - $15,000 |
| Waddell & Reed Financial, Inc. | Stock | Member | $1,001 - $15,000 |
| WTSWatts Water Technologies, Inc. Class A | Stock | Member | $1,001 - $15,000 |
| WBWeibo Corporation - American Depositary Share | Stock | Member | $1,001 - $15,000 |
| WSTWest Pharmaceutical Services, Inc. | Stock | Member | $1,001 - $15,000 |
| WDCWestern Digital Corporation | Stock | Member | $1,001 - $15,000 |
| WINGWingstop Inc. | Stock | Member | $1,001 - $15,000 |
| ZIONZions Bancorporation | Stock | Member | $1,001 - $15,000 |
| Morgan Stanley Bank N.A. # | Other | Member | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Member | $50,001 - $100,000 |
| Yandex N.V. - Class A Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| Bond Fund | Fund | Member | $1,001 - $15,000 |
| Dodge & Cox Balanced Fund | Fund | Member | $1,001 - $15,000 |
| International Fund | Fund | Member | $1,001 - $15,000 |
| Large Cap Growth Fund | Fund | Member | $1,001 - $15,000 |
| Large Cap Value Fund | Fund | Member | $1,001 - $15,000 |
| Money Market Fund | Fund | Member | $100,001 - $250,000 |
| Small/Mid Cap Fund | Fund | Member | $1,001 - $15,000 |
| TEGNA Inc | Stock | Member | $50,001 - $100,000 |
| Vanguard Institutional Index Fund | Fund | Member | $1,001 - $15,000 |
| TIAA Traditional | Fund | Member | None |
| TIAA Traditional | Fund | Member | None |
| TIAA Traditional | Fund | Member | None |
| TIAA Traditional Annuity | Other | Member | $250,001 - $500,000 |
| CREF Global Equities R3 | Fund | Member | $15,001 - $50,000 |
| CREF Growth R3 | Fund | Member | $15,001 - $50,000 |
| CREF Stock R3 | Fund | Member | $100,001 - $250,000 |
| TIAA Real Estate | Fund | Member | $100,001 - $250,000 |
| CREF Global Equities R3 | Fund | Member | $100,001 - $250,000 |
| CREF Growth R3 | Fund | Member | $100,001 - $250,000 |
| CREF Money Market R3 | Fund | Member | $15,001 - $50,000 |
| CREF Stock R3 | Fund | Member | $100,001 - $250,000 |
| TIAA Real Estate | Fund | Member | $100,001 - $250,000 |
| CREF Global Equities R3 | Fund | Member | $50,001 - $100,000 |
| CREF Growth R3 | Fund | Member | $50,001 - $100,000 |
| CREF Money Market R3 | Fund | Member | $1,001 - $15,000 |
| CREF Stock R3 | Fund | Member | $250,001 - $500,000 |
| TIAA Real Estate | Fund | Member | $250,001 - $500,000 |
| Wisconsin Retirement System | Bond | Member | $250,001 - $500,000 |
How reports are read: holdings methodology.