| id | ticker | comment | amount max | amount min | asset name | asset type | amount range | transaction date | transaction type | reporting lag days |
|---|
| house-9110678-ocr-9 | OXY | Rooney Family Investments, Ltd. (Private Investments, Naples, FL) | 15000 | 1001 | OCCIDENTAL PETROLEUM CORP CMN | Stock | $1,001 - $15,000 | 2017-04-11 | sell | 10 |
| house-9110678-ocr-8 | ATLKY | Rooney Family Investments, Ltd. (Private Investments, Naples, FL) | 50000 | 15001 | ATLAS COPCO AB SPONS ADR NEW REPSTG COM SER-A | Stock | $15,001 - $50,000 | 2017-04-12 | buy | 9 |
| house-9110678-ocr-7 | ATLKY | Rooney Family Investments, Ltd. (Private Investments, Naples, FL) | 15000 | 1001 | ATLAS COPCO AB SPONS ADR NEW REPSTG COM SER-A | Stock | $1,001 - $15,000 | 2017-04-13 | buy | 8 |
| house-9110678-ocr-6 | — | — | 50000 | 15001 | San Jose CA Airport AMT 5% DUE 03-01-2037 | Municipal Bond | $15,001 - $50,000 | 2017-04-11 | sell | 10 |
| house-9110678-ocr-5 | — | — | 100000 | 50001 | University of IL - VRDN JPM LOC 0.55% DUE 05-01-2017 | Municipal Bond | $50,001 - $100,000 | 2017-03-22 | sell | 24 |
| house-9110678-ocr-4 | — | — | 50000 | 15001 | Brown Advisory Strategic Bond Fund Cl Inv | Mutual Fund | $15,001 - $50,000 | 2017-03-17 | buy | 27 |
| house-9110678-ocr-3 | — | — | 50000 | 15001 | Artisan Global Value Fund Cl Adv | Mutual Fund | $15,001 - $50,000 | 2017-03-17 | buy | 27 |
| house-9110678-ocr-25 | — | Rooney Capital, LLC (Private Investments, Naples, FL) | 15000 | 1001 | HILLSBOROUGH CNTY FLA SCH BRD CTFS PARTN REV REF-A RATE:AA2/AA- 5.000% DUE:2029-07-01 | Municipal Bond | $1,001 - $15,000 | 2017-03-20 | buy | 26 |
| house-9110678-ocr-24 | — | Rooney Capital, LLC (Private Investments, Naples, FL) | 15000 | 1001 | Prival Bank Certificate of Deposits | CD | $1,001 - $15,000 | 2017-04-01 | sell | 16 |
| house-9110678-ocr-23 | MAC | Rooney Family Investments, Ltd. (Private Investments, Naples, FL) | 15000 | 1001 | MACERICH COMPANY CMN | Stock | $1,001 - $15,000 | 2017-04-11 | sell | 10 |
| house-9110678-ocr-22 | F | Rooney Family Investments, Ltd. (Private Investments, Naples, FL) | 15000 | 1001 | FORD MOTOR COMPANY CMN | Stock | $1,001 - $15,000 | 2017-04-11 | sell | 10 |
| house-9110678-ocr-21 | GGP | Rooney Family Investments, Ltd. (Private Investments, Naples, FL) | 15000 | 1001 | GGP INC CMN | Stock | $1,001 - $15,000 | 2017-04-11 | buy | 10 |
| house-9110678-ocr-20 | CVS | Rooney Family Investments, Ltd. (Private Investments, Naples, FL) | 15000 | 1001 | CVS HEALTH CORP CMN | Stock | $1,001 - $15,000 | 2017-04-11 | sell | 10 |
| house-9110678-ocr-2 | — | — | 50000 | 15001 | Cardinal Small Cap Value Fund Cl Inst | Mutual Fund | $15,001 - $50,000 | 2017-03-17 | buy | 27 |
| house-9110678-ocr-19 | VZ | Rooney Family Investments, Ltd. (Private Investments, Naples, FL) | 15000 | 1001 | VERIZON COMMUNICATIONS INC. CMN | Stock | $1,001 - $15,000 | 2017-04-11 | buy | 10 |
| house-9110678-ocr-18 | NLSN | Rooney Family Investments, Ltd. (Private Investments, Naples, FL) | 15000 | 1001 | NIELSEN HLDGS PLC CMN | Stock | $1,001 - $15,000 | 2017-04-11 | sell | 10 |
| house-9110678-ocr-17 | AGN | Rooney Family Investments, Ltd. (Private Investments, Naples, FL) | 15000 | 1001 | ALLERGAN PLC CMN | Stock | $1,001 - $15,000 | 2017-04-11 | buy | 10 |
| house-9110678-ocr-16 | SPG | Rooney Family Investments, Ltd. (Private Investments, Naples, FL) | 15000 | 1001 | SIMON PROPERTY GROUP INC CMN | Stock | $1,001 - $15,000 | 2017-04-11 | buy | 10 |
| house-9110678-ocr-15 | KO | Rooney Family Investments, Ltd. (Private Investments, Naples, FL) | 15000 | 1001 | COCA-COLA COMPANY (THE) CMN | Stock | $1,001 - $15,000 | 2017-04-11 | buy | 10 |
| house-9110678-ocr-14 | WFC | Rooney Family Investments, Ltd. (Private Investments, Naples, FL) | 15000 | 1001 | WELLS FARGO & CO (NEW) CMN | Stock | $1,001 - $15,000 | 2017-04-11 | sell | 10 |
| house-9110678-ocr-13 | REGN | Rooney Family Investments, Ltd. (Private Investments, Naples, FL) | 15000 | 1001 | REGENERON PHARMACEUTICAL INC CMN | Stock | $1,001 - $15,000 | 2017-04-11 | buy | 10 |
| house-9110678-ocr-12 | MCK | Rooney Family Investments, Ltd. (Private Investments, Naples, FL) | 15000 | 1001 | MCKESSON CORPORATION CMN | Stock | $1,001 - $15,000 | 2017-04-11 | buy | 10 |
| house-9110678-ocr-11 | GILD | Rooney Family Investments, Ltd. (Private Investments, Naples, FL) | 15000 | 1001 | GILEAD SCIENCES CMN | Stock | $1,001 - $15,000 | 2017-04-11 | sell | 10 |
| house-9110678-ocr-10 | TGT | Rooney Family Investments, Ltd. (Private Investments, Naples, FL) | 15000 | 1001 | TARGET CORPORATION CMN | Stock | $1,001 - $15,000 | 2017-04-11 | buy | 10 |
| house-9110678-ocr-1 | — | — | 100000 | 50001 | Artisan Global Value Fund Cl Adv | Mutual Fund | $50,001 - $100,000 | 2017-03-22 | buy | 24 |