Alan S. Lowenthal
DDemocrat· house· CA-47
Trades
962
Buys
432
Sells
514
Est. volume
~$7.5M
Stocks
84
Avg lag
16d
Not investment advice. CopyCat Trade Tracker is for educational and informational purposes only — it is not research, a recommendation, or a solicitation to buy or sell any security. Past or lagged performance does not indicate future results.
Transactions (most recent disclosure first)
| Politician | Asset | Trade | Amount | Traded | Disclosed |
|---|---|---|---|---|---|
| Alan S. Lowenthal Dhouse· CA47· Spouse | ATVI Activision Blizzard, Inc | ▲ Buy | $1,001 - $15,000 | Dec 14, 2022 | Dec 20, 2022 4y ago6d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ATVI Activision Blizzard, Inc | ▲ Buy | $1,001 - $15,000 | Dec 12, 2022 | Dec 19, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | ATVI Activision Blizzard, Inc | ▲ Buy | $1,001 - $15,000 | Dec 12, 2022 | Dec 19, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | GTLS Chart Industries, Inc. | ▲ Buy | $15,001 - $50,000 | Dec 9, 2022 | Dec 19, 2022 4y ago10d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | GTLS Chart Industries, Inc. | ▲ Buy | $1,001 - $15,000 | Dec 9, 2022 | Dec 19, 2022 4y ago10d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CRM Salesforce, Inc. | ▼ Sell | $1,001 - $15,000 | Dec 8, 2022 | Dec 19, 2022 4y ago11d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CRM Salesforce, Inc. | ▼ Sell | $1,001 - $15,000 | Dec 8, 2022 | Dec 19, 2022 4y ago11d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | BX Blackstone Inc. | ▼ Sell (partial) | $1,001 - $15,000 | Nov 14, 2022 | Nov 21, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | BX Blackstone Inc. | ▼ Sell (partial) | $1,001 - $15,000 | Nov 14, 2022 | Nov 21, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47 | CS 2000099319 SP United States Treas Bond F S : Amended D : Maturity date is 05/04/2023, 4.569% interest rate | ▲ Buy | $100,001 - $250,000 | Nov 8, 2022 | Nov 21, 2022 4y ago13d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | TJX TJX Companies, Inc. | ▼ Sell | $1,001 - $15,000 | Nov 4, 2022 | Nov 21, 2022 4y ago17d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CS Sherwin Williams Co Note D : Maturity date is 08/01/2025, interest rate is 3.45% | ▼ Sell | $1,001 - $15,000 | Nov 4, 2022 | Nov 21, 2022 4y ago17d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CS General Mtrs Co Note D : Maturity date is 10/01/2025, interest rate is 6.125% | ▲ Buy | $1,001 - $15,000 | Nov 4, 2022 | Nov 21, 2022 4y ago17d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | TMUS T-Mobile US, Inc. SP United States Treas Bond P 11/08/2022 11/21/2022 Over D : Maturity date is 05/04/2023, 4.569% interest rate | ▼ Sell (partial) | $1,001 - $15,000 | Nov 4, 2022 | Nov 21, 2022 4y ago17d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | TJX TJX Companies, Inc. | ▼ Sell | $15,001 - $50,000 | Nov 4, 2022 | Nov 21, 2022 4y ago17d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | TMUS T-Mobile US, Inc. | ▼ Sell (partial) | $1,001 - $15,000 | Nov 3, 2022 | Nov 10, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | TMUS T-Mobile US, Inc. | ▼ Sell (partial) | $1,001 - $15,000 | Nov 3, 2022 | Nov 10, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | ECL Ecolab Inc. | ▼ Sell | $1,001 - $15,000 | Nov 3, 2022 | Nov 10, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ECL Ecolab Inc. | ▼ Sell | $1,001 - $15,000 | Nov 3, 2022 | Nov 10, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | BSX Boston Scientific Corporation | ▼ Sell | $1,001 - $15,000 | Oct 24, 2022 | Oct 31, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CCK Crown Holdings, Inc. | ▼ Sell | $999+ | Oct 21, 2022 | Oct 28, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | BSX Boston Scientific Corporation | ▼ Sell (partial) | $1,001 - $15,000 | Oct 21, 2022 | Oct 28, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CCK Crown Holdings, Inc. | ▼ Sell | $15,001 - $50,000 | Oct 21, 2022 | Oct 28, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | BSX Boston Scientific Corporation | ▼ Sell (partial) | $1,001 - $15,000 | Oct 21, 2022 | Oct 28, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | SCI Service Corporation International | ▲ Buy | $1,001 - $15,000 | Sep 27, 2022 | Oct 4, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | SCI Service Corporation International | ▲ Buy | $1,001 - $15,000 | Sep 26, 2022 | Oct 1, 2022 4y ago5d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | SCI Service Corporation International | ▲ Buy | $1,001 - $15,000 | Sep 23, 2022 | Oct 1, 2022 4y ago8d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | SCI Service Corporation International | ▲ Buy | $1,001 - $15,000 | Sep 23, 2022 | Oct 1, 2022 4y ago8d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | SCI Service Corporation International | ▲ Buy | $1,001 - $15,000 | Sep 22, 2022 | Oct 1, 2022 4y ago9d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CRM Salesforce, Inc. | ▲ Buy | $1,001 - $15,000 | Sep 22, 2022 | Oct 1, 2022 4y ago9d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CS Citigroup Inc D : Redeemed Interest rate was 4.050%, maturity date was 7/30/2022. | ▼ Sell | $1,001 - $15,000 | Aug 1, 2022 | Oct 1, 2022 4y ago61d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ZTS Zoetis Inc. Class A | ▲ Buy | $15,001 - $50,000 | Aug 26, 2022 | Sep 2, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CCK Crown Holdings, Inc. | ▲ Buy | $1,001 - $15,000 | Aug 10, 2022 | Aug 24, 2022 4y ago14d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | MDT Medtronic plc. Ordinary Shares | ▼ Sell (partial) | $1,001 - $15,000 | Jul 29, 2022 | Aug 4, 2022 4y ago6d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | MDT Medtronic plc. Ordinary Shares | ▼ Sell (partial) | $1,001 - $15,000 | Jul 28, 2022 | Aug 3, 2022 4y ago6d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ECL Ecolab Inc. | ▲ Buy | $1,001 - $15,000 | Jul 20, 2022 | Jul 25, 2022 4y ago5d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ECL Ecolab Inc. | ▲ Buy | $1,001 - $15,000 | Jul 19, 2022 | Jul 25, 2022 4y ago6d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | SPGI S&P Global Inc. | ▲ Buy | $1,001 - $15,000 | Jul 19, 2022 | Jul 25, 2022 4y ago6d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Nextera Energy Cap Hldgs D : Interest rate is 4.20%, maturity date is 06/20/2024. | ▲ Buy | $15,001 - $50,000 | Jun 21, 2022 | Jun 30, 2022 4y ago9d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CS Nextera Energy Cap Hldgs D : Interest is 4.20%, maturity date is 06/20/2024 | ▲ Buy | $1,001 - $15,000 | Jun 21, 2022 | Jun 30, 2022 4y ago9d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | UBER Uber Technologies, Inc. | ▼ Sell | $1,001 - $15,000 | Jun 29, 2022 | Jun 29, 2022 4y ago0d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | GM General Motors Company | ▼ Sell | $15,001 - $50,000 | Aug 23, 2021 | Jun 21, 2022 4y ago302d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Equinix Inc. Note 5.375%; Due 5/15/2027 D : Corporate Bond | ▼ Sell | $15,001 - $50,000 | Jun 2, 2021 | Jun 21, 2022 4y ago384d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | IFF International Flavors & Fragrances, Inc. D : Received shares of International Flavors & Fragrances in exchange for DuPont (DD) as result of spinoff. | ◆ Exchange | $1,001 - $15,000 | Feb 4, 2021 | Jun 21, 2022 4y ago502d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | IFF International Flavors & Fragrances, Inc. S : Received shares of International Flavors & Fragrances, Inc. in exchange for DuPont (DD) as result of D spinoff. | ◆ Exchange | $1,001 - $15,000 | Feb 4, 2021 | Jun 21, 2022 4y ago502d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | VRSK Verisk Analytics, Inc. | ▲ Buy | $1,001 - $15,000 | Jun 17, 2022 | Jun 19, 2022 4y ago2d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | VRSK Verisk Analytics, Inc. | ▲ Buy | $1,001 - $15,000 | Jun 16, 2022 | Jun 19, 2022 4y ago3d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | IWN iShares Russell 2000 Value ETF | ▼ Sell (partial) | $15,001+ | Jun 16, 2022 | Jun 19, 2022 4y ago3d lag |
| Alan S. Lowenthal Dhouse· CA47 | IWN iShares Russell 2000 Value ETF | ▼ Sell | $1,001 - $15,000 | Jun 16, 2022 | Jun 19, 2022 4y ago3d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | BA Boeing Company | ▲ Buy | $1,001 - $15,000 | Jun 15, 2022 | Jun 19, 2022 4y ago4d lag |
| Alan S. Lowenthal Dhouse· CA47 | BA Boeing Company | ▲ Buy | $1,001 - $15,000 | Jun 15, 2022 | Jun 19, 2022 4y ago4d lag |
| Alan S. Lowenthal Dhouse· CA47 | CS 2000094751 JT Expedia Inc F S : Amended D : Interest rate is 4.5%, maturity date is 8/15/24 | ▼ Sell | $1,001 - $15,000 | Jun 13, 2022 | Jun 19, 2022 4y ago6d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Expedia Inc D : Interest rate is 4.5%, maturity date is 8/15/24. | ▼ Sell | $1,001 - $15,000 | Jun 13, 2022 | Jun 19, 2022 4y ago6d lag |
| Alan S. Lowenthal Dhouse· CA47 | CS 2000094751 Expedia Inc F S : Amended D : Interest rate is 4.5%, maturity date is 8/15/24 | ▼ Sell | $1,001 - $15,000 | Jun 13, 2022 | Jun 19, 2022 4y ago6d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CS Expedia Inc D : Interest rate is 4.5%, maturity date is 8/15/24 | ▼ Sell | $1,001 - $15,000 | Jun 13, 2022 | Jun 19, 2022 4y ago6d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | AMZN Amazon.com, Inc. | ▲ Buy | $1,001 - $15,000 | Jun 7, 2022 | Jun 19, 2022 4y ago12d lag |
| Alan S. Lowenthal Dhouse· CA47 | SPGI S&P Global Inc. | ▼ Sell (partial) | $1,001 - $15,000 | Jun 1, 2022 | Jun 19, 2022 4y ago18d lag |
| Alan S. Lowenthal Dhouse· CA47 | CS 2000094752 JT San Francisco Calif City F S : Amended D : Interest rate is 5.0%, maturity date is 6/15/23. | ▲ Buy | $1,001 - $15,000 | May 18, 2022 | Jun 19, 2022 4y ago32d lag |
| Alan S. Lowenthal Dhouse· CA47 | CS 2000094752 San Francisco Calif City F S : Amended D : Interest rate is 5.0%, maturity date is 6/15/23. | ▲ Buy | $1,001 - $15,000 | May 18, 2022 | Jun 19, 2022 4y ago32d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CS San Francisco Calif City D : Interest rate is 5.0%, maturity date is 6/15/23. | ▲ Buy | $1,001 - $15,000 | May 18, 2022 | Jun 19, 2022 4y ago32d lag |
| Alan S. Lowenthal Dhouse· CA47 | CS 2000094750 JT HCA inc F S : Amended D : Interest rate is 5.875%, maturity date is 5/1/23 | ▼ Sell | $1,001 - $15,000 | May 7, 2022 | Jun 19, 2022 4y ago43d lag |
| Alan S. Lowenthal Dhouse· CA47 | CS 2000094756 SP HCA Inc F S : Amended D : Interest rate is 5.875%, maturity date is 5/1/23. | ▼ Sell | $1,001 - $15,000 | May 7, 2022 | Jun 19, 2022 4y ago43d lag |
| Alan S. Lowenthal Dhouse· CA47 | CS 2000094750 JT HCA inc F S : Amended D : Interest rate is 5.875%, maturity date is 5/1/23 | ▼ Sell | $1,001 - $15,000 | May 7, 2022 | Jun 19, 2022 4y ago43d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS HCA Inc D : Interest rate is 5.875%, maturity date is 5/1/23. | ▼ Sell | $1,001 - $15,000 | May 7, 2022 | Jun 19, 2022 4y ago43d lag |
| Alan S. Lowenthal Dhouse· CA47 | CS 2000094750 HCA inc F S : Amended D : Interest rate is 5.875%, maturity date is 5/1/23 | ▼ Sell | $1,001 - $15,000 | May 7, 2022 | Jun 19, 2022 4y ago43d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CS HCA inc D : Interest rate is 5.875%, maturity date is 5/1/23 | ▼ Sell | $1,001 - $15,000 | May 7, 2022 | Jun 19, 2022 4y ago43d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS HCA Inc D : Interest rate is 5.3750%, maturity date is 02/01/2025 | ▲ Buy | $15,001 - $50,000 | May 25, 2022 | Jun 2, 2022 4y ago8d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | TMUS T-Mobile US, Inc. | ▲ Buy | $1,001 - $15,000 | May 17, 2022 | May 21, 2022 4y ago4d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | JPM JP Morgan Chase & Co. | ▲ Buy | $1,001 - $15,000 | May 17, 2022 | May 21, 2022 4y ago4d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ICE Intercontinental Exchange Inc. | ▼ Sell | $15,001 - $50,000 | May 6, 2022 | May 21, 2022 4y ago15d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ICE Intercontinental Exchange Inc. | ▼ Sell (partial) | $1,001 - $15,000 | May 5, 2022 | May 21, 2022 4y ago16d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Constellation Brands Inc D : Interest rate is 3.60%, maturity date is 05/09/2024. | ▲ Buy | $15,001 - $50,000 | May 2, 2022 | May 21, 2022 4y ago19d lag |
| Alan S. Lowenthal Dhouse· CA47 | CS 2000094009 JT Elanco Animal Health Inc F S : Amended D : Tendered, Maturity date 08/28/2023, interest rate 5.7720% | ▼ Sell | $1,001 - $15,000 | Apr 13, 2022 | May 21, 2022 4y ago38d lag |
| Alan S. Lowenthal Dhouse· CA47 | CS Elanco Animal Health Inc D : Tendered, Maturity date 08/28/2023, interest rate 5.7720% | ▼ Sell | $1,001 - $15,000 | Apr 13, 2022 | May 21, 2022 4y ago38d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CS San Francisco Calif City & City Bonds D : Interest rate is 5.00%, maturity date is 06/15/2023 | ▲ Buy | $1,001 - $15,000 | Apr 27, 2022 | May 2, 2022 4y ago5d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Bk of America Corp Note D : Maturity date is 4/27/2025 | ▲ Buy | $1,001 - $15,000 | Apr 21, 2022 | Apr 27, 2022 4y ago6d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | IFF International Flavors & Fragrances, Inc. | ▼ Sell | $1,001 - $15,000 | Apr 7, 2022 | Apr 14, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | TJX TJX Companies, Inc. | ▼ Sell (partial) | $1,001 - $15,000 | Apr 6, 2022 | Apr 11, 2022 4y ago5d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | NVDA NVIDIA Corporation | ▼ Sell (partial) | $1,001 - $15,000 | Apr 6, 2022 | Apr 11, 2022 4y ago5d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | IFF International Flavors & Fragrances, Inc. | ▼ Sell (partial) | $15,001+ | Apr 6, 2022 | Apr 11, 2022 4y ago5d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | IFF International Flavors & Fragrances, Inc. | ▼ Sell (partial) | $1,001 - $15,000 | Apr 6, 2022 | Apr 11, 2022 4y ago5d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | IFF International Flavors & Fragrances, Inc. | ▼ Sell (partial) | $1,001 - $15,000 | Apr 5, 2022 | Apr 11, 2022 4y ago6d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | IFF International Flavors & Fragrances, Inc. | ▼ Sell (partial) | $1,001 - $15,000 | Apr 4, 2022 | Apr 9, 2022 4y ago5d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CS Netflix Inc D : Maturity date is 03/01/2024, interest rate is 5.750%. | ▲ Buy | $1,001 - $15,000 | Mar 29, 2022 | Apr 9, 2022 4y ago11d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | JBI Janus International Group, Inc. | ▼ Sell | $1,001 - $15,000 | Mar 25, 2022 | Apr 9, 2022 4y ago15d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Netflix Inc D : Maturity date is 03/01/2024, interest rate is 5.750%. | ▲ Buy | $15,001 - $50,000 | Mar 24, 2022 | Apr 9, 2022 4y ago16d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | JBI Janus International Group, Inc. | ▼ Sell (partial) | $1,001 - $15,000 | Mar 24, 2022 | Apr 9, 2022 4y ago16d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | JBI Janus International group, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $1,001 - $15,000 | Mar 16, 2022 | Mar 23, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS HCA Inc SuBHOLDINg OF: Neuberger Berman - Beneficiary IRA DESCRIPTION: Maturity date is 05/01/2023, interest rate is 5.8750% | ▲ Buy | $1,001 - $15,000 | Mar 7, 2022 | Mar 20, 2022 4y ago13d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CS HCA Inc SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust DESCRIPTION: Maturity date is 05/01/2023, interest rate is 5.8750% | ▲ Buy | $1,001 - $15,000 | Mar 7, 2022 | Mar 20, 2022 4y ago13d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | DECK Deckers Outdoor Corporation SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell | $15,001+ | Mar 7, 2022 | Mar 20, 2022 4y ago13d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CCK Crown Holdings, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $1,001 - $15,000 | Mar 7, 2022 | Mar 20, 2022 4y ago13d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CCK Crown Holdings, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $1,001 - $15,000 | Mar 4, 2022 | Mar 20, 2022 4y ago16d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Hyatt Hotels SuBHOLDINg OF: Neuberger Berman - Beneficiary IRA DESCRIPTION: Interest is 1.3%, maturity date is 10/01/23. | ▲ Buy | $1,001 - $15,000 | Mar 3, 2022 | Mar 4, 2022 4y ago1d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ADSK Autodesk, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell | $1,001 - $15,000 | Mar 3, 2022 | Mar 4, 2022 4y ago1d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | AMT American Tower Corporation SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $1,001 - $15,000 | Feb 25, 2022 | Mar 4, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | PSQ ProShares Short QQQ SuBHOLDINg OF: Neuberger Berman - Beneficiary IRA | ▼ Sell | $1,001 - $15,000 | Feb 24, 2022 | Mar 4, 2022 4y ago8d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | PSQ ProShares Short QQQ SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell | $15,001 - $50,000 | Feb 24, 2022 | Mar 4, 2022 4y ago8d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS CIT group SuBHOLDINg OF: Neuberger Berman - Traditional IRA DESCRIPTION: Redeemed, interest rate is 5.0%, maturity date is 08/01/23. | ▼ Sell | $15,001 - $50,000 | Feb 24, 2022 | Mar 4, 2022 4y ago8d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS CIT group SuBHOLDINg OF: Neuberger Berman - Beneficiary IRA DESCRIPTION: Redeemed, interest rate is 5.0%, maturity date is 08/15/22. | ▼ Sell | $1,001 - $15,000 | Feb 24, 2022 | Mar 4, 2022 4y ago8d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ADSK Autodesk, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $1,001 - $15,000 | Feb 24, 2022 | Mar 4, 2022 4y ago8d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | PSQ ProShares Short QQQ SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust | ▼ Sell | $1,001 - $15,000 | Feb 24, 2022 | Mar 4, 2022 4y ago8d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Netflix SuBHOLDINg OF: Neuberger Berman - Beneficiary IRA DESCRIPTION: Redeemed, interest rate is 5.50%, maturity date is 02/15/22. | ▼ Sell | $1,001 - $15,000 | Feb 15, 2022 | Mar 4, 2022 4y ago17d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Netflix SuBHOLDINg OF: Neuberger Berman - Traditional IRA DESCRIPTION: Redeemed, interest rate is 5.5%, maturity date is 02/15/22. | ▼ Sell | $15,001 - $50,000 | Feb 15, 2022 | Mar 4, 2022 4y ago17d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CS Netflix SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust DESCRIPTION: Redeemed, interest rate 5.5%, maturity date 02/15/22. | ▼ Sell | $1,001 - $15,000 | Feb 15, 2022 | Mar 4, 2022 4y ago17d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ST S&P global Inc. (SPgI) SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $1,001 - $15,000 | Feb 9, 2022 | Feb 16, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Wells Fargo & Co SuBHOLDINg OF: Neuberger Berman - Traditional IRA DESCRIPTION: Maturity date is 02/13/2023, interest rate is 3.45% | ▼ Sell | $15,001+ | Jan 26, 2022 | Feb 2, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | HD Home Depot, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell | $15,001+ | Jan 21, 2022 | Jan 29, 2022 4y ago8d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | HD Home Depot, Inc. SuBHOLDINg OF: Neuberger Berman - Beneficiary IRA | ▼ Sell | $1,001 - $15,000 | Jan 21, 2022 | Jan 28, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | HD Home Depot, Inc. SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust | ▼ Sell | $1,001 - $15,000 | Jan 21, 2022 | Jan 28, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | ST Sunrun Inc. (RuN) SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust | ▲ Buy | $1,001 - $15,000 | Jan 14, 2022 | Jan 21, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | PSQ ProShares Short QQQ SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust | ▲ Buy | $1,001 - $15,000 | Jan 14, 2022 | Jan 21, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | PSQ ProShares Short QQQ SuBHOLDINg OF: Neuberger Berman - Beneficiary IRA | ▲ Buy | $1,001 - $15,000 | Jan 14, 2022 | Jan 21, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | GOOG Alphabet Inc. - Class C Capital Stock SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust | ▼ Sell (partial) | $1,001 - $15,000 | Jan 14, 2022 | Jan 21, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | PSQ ProShares Short QQQ SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $15,001 - $50,000 | Jan 14, 2022 | Jan 21, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | GOOG Alphabet Inc. - Class C Capital Stock SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $15,001+ | Jan 14, 2022 | Jan 21, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | JBI Janus International group, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $1,001 - $15,000 | Jan 7, 2022 | Jan 14, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Service Corp Intl SuBHOLDINg OF: Neuberger Berman - Traditional IRA DESCRIPTION: Interest rate is 4.625%, maturity date is 12/15/2027. | ▲ Buy | $15,001 - $50,000 | Dec 30, 2021 | Jan 6, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ST uber Technologies, Inc. (uBER) SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $1,001 - $15,000 | Dec 27, 2021 | Jan 3, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | ST T-Mobile uS, Inc. (TMuS) SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust | ▲ Buy | $1,001 - $15,000 | Dec 27, 2021 | Jan 3, 2022 4y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | JBI Janus International group, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $1,001 - $15,000 | Dec 20, 2021 | Dec 27, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | IWN iShares Russell 2000 Value ETF SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $15,001+ | Dec 15, 2021 | Dec 25, 2021 5y ago10d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | IWN iShares Russell 2000 Value ETF SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust | ▼ Sell (partial) | $1,001 - $15,000 | Dec 15, 2021 | Dec 25, 2021 5y ago10d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | IWN iShares Russell 2000 Value ETF SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $1,001 - $15,000 | Dec 15, 2021 | Dec 25, 2021 5y ago10d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ST Booking Holdings Inc. (BKNg) $50,000 SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell | $15,001+ | Dec 15, 2021 | Dec 25, 2021 5y ago10d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | ST Booking Holdings Inc. (BKNg) SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust | ▼ Sell | $1,001 - $15,000 | Dec 15, 2021 | Dec 25, 2021 5y ago10d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ST Booking Holdings Inc. (BKNg) SuBHOLDINg OF: Neuberger Berman - Beneficiary IRA | ▼ Sell | $1,001 - $15,000 | Dec 15, 2021 | Dec 25, 2021 5y ago10d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ADBE Adobe Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell | $1,001 - $15,000 | Dec 15, 2021 | Dec 25, 2021 5y ago10d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | ADBE Adobe Inc. SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust | ▼ Sell | $1,001 - $15,000 | Dec 15, 2021 | Dec 25, 2021 5y ago10d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | AZN AstraZeneca PLC - American Depositary Shares SuBHOLDINg OF: Neuberger Berman - Beneficiary IRA | ▼ Sell | $1,001 - $15,000 | Dec 1, 2021 | Dec 13, 2021 5y ago12d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | LZ LegalZoom.com, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell | $1,001 - $15,000 | Nov 11, 2021 | Nov 18, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | SCI Service Corporation International SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $1,001 - $15,000 | Nov 10, 2021 | Nov 17, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | SCI Service Corporation International SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $1,001 - $15,000 | Nov 10, 2021 | Nov 17, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | SCI Service Corporation International SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $1,001 - $15,000 | Nov 9, 2021 | Nov 16, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | SCI Service Corporation International SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $1,001 - $15,000 | Nov 8, 2021 | Nov 15, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | DECK Deckers Outdoor Corporation SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $15,001 - $50,000 | Nov 4, 2021 | Nov 12, 2021 5y ago8d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CS Hyatt hotels Corp SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust DESCRIPTION: Maturity date is 10/01/2023 and interest rate is 1.30%. | ▲ Buy | $1,001 - $15,000 | Nov 3, 2021 | Nov 10, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS VMWare Inc Note SuBHOLDINg OF: Neuberger Berman - Traditional IRA DESCRIPTION: Interest rate is 1.40%, maturity date is 08/15/2026 | ▲ Buy | $15,001 - $50,000 | Sep 10, 2021 | Nov 8, 2021 5y ago59d lag |
| Alan S. Lowenthal Dhouse· CA47 | CS 2000086472 SP VMWare Inc Note F S : Deleted D : Interest rate is 1.40%, maturity date is 08/15/2026 | ▲ Buy | $15,001 - $50,000 | Sep 10, 2021 | Nov 8, 2021 5y ago59d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CS Booking Holdings Inc SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust DESCRIPTION: Interest is 2.75%, maturity date is 3/15/23. | ▼ Sell | $1,001 - $15,000 | Oct 29, 2021 | Nov 6, 2021 5y ago8d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ICE Intercontinental Exchange Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $1,001 - $15,000 | Oct 21, 2021 | Nov 6, 2021 5y ago16d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | BX Blackstone Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $15,001 - $50,000 | Oct 21, 2021 | Nov 6, 2021 5y ago16d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Thermo Fisher Scientific Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA DESCRIPTION: Interest is 1.215%, maturity date is 10/18/24. | ▲ Buy | $15,001 - $50,000 | Oct 19, 2021 | Nov 6, 2021 5y ago18d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | DECK Deckers Outdoor Corporation SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust | ▲ Buy | $1,001 - $15,000 | Oct 6, 2021 | Oct 13, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CS Hyatt Hotels Corp Note SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust DESCRIPTION: Maturity date is 10/01/2023, interest rate is 1.299% | ▲ Buy | $1,001 - $15,000 | Sep 28, 2021 | Oct 5, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Hyatt Hotels Corp Note SuBHOLDINg OF: Neuberger Berman - Traditional IRA DESCRIPTION: Maturity date is 10/01/2023, interest rate is 1.30% | ▲ Buy | $15,001+ | Sep 27, 2021 | Oct 4, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | BLK BlackRock, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $1,001 - $15,000 | Sep 17, 2021 | Sep 24, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS VMWare Inc SuBHOLDINg OF: Neuberger Berman - Traditional IRA DESCRIPTION: Maturity date is 08/15/2026, interest rate is 1.40% | ▲ Buy | $15,001 - $50,000 | Sep 8, 2021 | Sep 13, 2021 5y ago5d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS T Mobile uSA SuBHOLDINg OF: Neuberger Berman - Traditional IRA DESCRIPTION: Maturity date is 02/15/2026, interest rate is 2.25% | ▲ Buy | $15,001 - $50,000 | Aug 24, 2021 | Aug 31, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ST general Motors Company (gM) SuBHOLDINg OF: Neuberger Berman - Beneficiary IRA | ▼ Sell | $15,001 - $50,000 | Aug 23, 2021 | Aug 30, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ST Booking Holdings Inc. (BKNg) bcdefg SuBHOLDINg OF: Neuberger Berman - Traditional IRA fedgc | ▲ Buy | $15,001 - $50,000 | Aug 23, 2021 | Aug 30, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ST general Motors Company (gM) SuBHOLDINg OF: Neuberger Berman - Beneficiary IRA | ▼ Sell | $1,001 - $15,000 | Aug 23, 2021 | Aug 30, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | ST general Motors Company (gM) SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust | ▼ Sell | $1,001 - $15,000 | Aug 23, 2021 | Aug 30, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ST Booking Holdings Inc. (BKNg) SuBHOLDINg OF: Neuberger Berman - Beneficiary IRA | ▲ Buy | $1,001 - $15,000 | Aug 23, 2021 | Aug 30, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | ST Booking Holdings Inc. (BKNg) SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust | ▲ Buy | $1,001 - $15,000 | Aug 23, 2021 | Aug 30, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | LZ LegalZoom.com, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $1,001 - $15,000 | Aug 16, 2021 | Aug 23, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | LZ LegalZoom.com, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $1,001 - $15,000 | Aug 13, 2021 | Aug 20, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Kraft Heinz Foods Co SuBHOLDINg OF: Neuberger Berman - Beneficiary IRA DESCRIPTION: Maturity date is 06/01/2026, interest rate is 3.00% | ▲ Buy | $1,001 - $15,000 | Aug 10, 2021 | Aug 17, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | BSX Boston Scientific Corporation SuBHOLdINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $1,001 - $15,000 | Aug 6, 2021 | Aug 11, 2021 5y ago5d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | DECK deckers Outdoor Corporation SuBHOLdINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $1,001 - $15,000 | Aug 5, 2021 | Aug 11, 2021 5y ago6d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | DECK deckers Outdoor Corporation ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > SuBHOLdINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $1,001 - $15,000 | Aug 4, 2021 | Aug 11, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | BSX Boston Scientific Corporation SuBHOLdINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $1,001 - $15,000 | Aug 3, 2021 | Aug 10, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | BSX Boston Scientific Corporation SuBHOLdINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $1,001 - $15,000 | Aug 3, 2021 | Aug 10, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | BSX Boston Scientific Corporation SuBHOLdINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $1,001 - $15,000 | Aug 3, 2021 | Aug 10, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | DECK deckers Outdoor Corporation SuBHOLdINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $1,001 - $15,000 | Aug 2, 2021 | Aug 9, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | DECK Deckers Outdoor Corporation SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $1,001 - $15,000 | Jul 30, 2021 | Aug 6, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | BSX Boston Scientific Corporation SuBHOLdINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $1,001 - $15,000 | Aug 3, 2021 | Aug 3, 2021 5y ago0d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | KRE SPDR S&P Regional Banking ETF SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust | ▼ Sell (partial) | $1,001 - $15,000 | Jul 8, 2021 | Jul 15, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | KRE SPDR S&P Regional Banking ETF SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell | $15,001 - $50,000 | Jul 8, 2021 | Jul 15, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | KRE SPDR S&P Regional Banking ETF SuBHOLDINg OF: Neuberger Berman - Beneficiary IRA | ▼ Sell | $1,001 - $15,000 | Jul 8, 2021 | Jul 15, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ST uber Technologies, Inc. (uBER) SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $1,001 - $15,000 | Jul 7, 2021 | Jul 14, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | JNJ Johnson & Johnson SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust | ▼ Sell | $1,001 - $15,000 | Jul 6, 2021 | Jul 13, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | COIN Coinbase global, Inc. - Class A SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell | $1,001 - $15,000 | Jun 24, 2021 | Jul 1, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Kraft Heinz Foods Co SuBHOLDINg OF: Neuberger Berman - Traditional IRA DESCRIPTION: Maturity date is 6/1/2026, interest rate is 3.0% | ▲ Buy | $15,001 - $50,000 | Jun 8, 2021 | Jun 15, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ST S&P global Inc. (SPgI) SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $1,001 - $15,000 | Jun 4, 2021 | Jun 11, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | ST S&P global Inc. (SPgI) SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust | ▲ Buy | $1,001 - $15,000 | Jun 4, 2021 | Jun 11, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ST S&P global Inc. (SPgI) SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $15,001 - $50,000 | Jun 3, 2021 | Jun 10, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | FIS Fidelity National Information Services, Inc. SuBHOLDINg OF: Neuberger Berman - Beneficiary IRA | ▼ Sell | $1,001 - $15,000 | Jun 3, 2021 | Jun 10, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | FIS Fidelity National Information Services, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell | $15,001 - $50,000 | Jun 3, 2021 | Jun 10, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | ST S&P global Inc. (SPgI) SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust | ▲ Buy | $1,001 - $15,000 | Jun 3, 2021 | Jun 10, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | FIS Fidelity National Information Services, Inc. SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust | ▼ Sell | $1,001 - $15,000 | Jun 3, 2021 | Jun 10, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | COIN Coinbase global, Inc. - Class A SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $1,001 - $15,000 | Apr 14, 2021 | Jun 9, 2021 5y ago56d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | VRSK Verisk Analytics, Inc. SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust | ▲ Buy | $1,001 - $15,000 | May 19, 2021 | May 26, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | KTOS Kratos Defense & Security Solutions, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $1,001 - $15,000 | May 14, 2021 | May 21, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | KTOS Kratos Defense & Security Solutions, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $1,001 - $15,000 | May 12, 2021 | May 19, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | SPCE Virgin galactic Holdings, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell | $1,001 - $15,000 | May 11, 2021 | May 18, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | KTOS Kratos Defense & Security Solutions, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA | ▼ Sell (partial) | $1,001 - $15,000 | May 11, 2021 | May 18, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Lennar Corp Note Call Make Whole SUBHOLDINg OF: Neuberger Berman - Traditional IRA DESCRIPTION: Maturation Date: 04/01/21; Percentage Yield: 4.75% | ▼ Sell | $15,001+ | Nov 24, 2020 | May 6, 2021 5y ago163d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS CBS OUTDOOR AMERS CAP LLC $50,000 SUBHOLDINg OF: Neuberger Berman - Traditional IRA DESCRIPTION: Maturity date is 2/15/2024, interest rate is 5.625% | ▼ Sell | $15,001+ | Jul 31, 2020 | May 6, 2021 5y ago279d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Fidelity Natl Information Svcs $50,000 SUBHOLDINg OF: Neuberger Berman - Traditional IRA DESCRIPTION: Maturation Date: 08/15/21; Percentage Yield: 2.25% ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▼ Sell | $15,001+ | Dec 3, 2019 | May 6, 2021 5y ago520d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Limited Brands, Inc. SUBHOLDINg OF: Neuberger Berman - Traditional IRA DESCRIPTION: Maturation: 4/1/21; Yield 6.625% | ▼ Sell | $15,001 - $50,000 | Jun 20, 2019 | May 6, 2021 5y ago686d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Bank Amer Corp MTN Call Make Whole SUBHOLDINg OF: Neuberger Berman - Individual DESCRIPTION: Maturation Date: 10/01/21; Percentage Yield 2.328% | ▼ Sell | $1,001 - $15,000 | Oct 1, 2020 | May 3, 2021 5y ago214d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ST DraftKings Inc. - Class A (DKNg) SUBHOLDINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $1,001 - $15,000 | Feb 3, 2020 | May 3, 2021 5y ago455d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | ST DraftKings Inc. - Class A (DKNg) SUBHOLDINg OF: Neuberger Berman - Traditional IRA | ▲ Buy | $1,001 - $15,000 | Jan 21, 2020 | May 3, 2021 5y ago468d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Outfront Media Inc. Ser B Note 5.625%; Due 2/15/2024 $50,000 SUBHOLDINg OF: Neuberger Berman - Traditional IRA DESCRIPTION: Corporate Bond | ▲ Buy | $15,001+ | May 31, 2019 | May 3, 2021 5y ago703d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CS Service Corp Intl SUBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust DESCRIPTION: Maturity date is 12/15/2027, interest rate is 4.62% | ▲ Buy | $1,001 - $15,000 | Apr 13, 2021 | Apr 20, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CS Mondelez Intl SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust DESCRIPTION: It was redeemed, maturity date is 04/13/2023, interest rate is 2.125% | ▼ Sell | $1,001 - $15,000 | Mar 31, 2021 | Apr 15, 2021 5y ago15d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CS Fidelity Natl Information Svcs SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust DESCRIPTION: It was tendered. Maturity date is 06/05/2024, interest rate is 3.875% | ▼ Sell | $1,001 - $15,000 | Mar 3, 2021 | Apr 14, 2021 5y ago42d lag |
| Alan S. Lowenthal Dhouse· CA47· Joint | CS CDW LLC / CDW FIN SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust DESCRIPTION: Maturity date is 12/01/2024, interest rate is 5.5% | ▲ Buy | $1,001 - $15,000 | Apr 1, 2021 | Apr 8, 2021 5y ago7d lag |
| Alan S. Lowenthal Dhouse· CA47· Spouse | CS Toll Bros Fin SuBHOLDINg OF: Neuberger Berman - Traditional IRA DESCRIPTION: Maturity date is 4/15/2023, interest rate is 4.275% | ▲ Buy | $15,001 - $50,000 | Mar 25, 2021 | Apr 1, 2021 5y ago7d lag |
Most recent disclosure: Dec 20, 2022