Mitchell M. Zais Stock Trades
Deputy Secretary of EducationFormer member
- Trades on file
- 398
- Buys / sells (recent 300)
- 251 / 49
- Last trade
- Jan 11, 2021
- Typical amount
- $1,001 – $15,000
Mitchell M. Zais's trading activity
Mitchell M. Zais has 398 stock and securities transactions on file in periodic transaction reports filed under the STOCK Act. The most frequently reported tickers are T (6 trades), COP (6 trades) and AAPL (6 trades). Across the 300 most recent trades, 251 were purchases and 49 were sales (full or partial).
The most recent reported transaction is dated Jan 11, 2021, and the latest report was filed on Nov 10, 2021. The most common reported amount range is $1,001 – $15,000; the forms list value ranges rather than exact amounts.
Summary generated from market data by MetaCap's automated system. Methodology
Trades by year
| Year | Trades |
|---|---|
| 2021 | 45 |
| 2020 | 289 |
| 2019 | 64 |
Stocks Mitchell M. Zais trades most
| Stock | Trades | Buys | Sells |
|---|---|---|---|
| TAT&T | 6 | 4 | 2 |
| COPConocoPhillips | 6 | 5 | 1 |
| AAPLApple | 6 | 2 | 4 |
| AVGOBroadcom | 5 | 5 | 0 |
| HSYHershey | 5 | 5 | 0 |
| BABoeing | 4 | 1 | 3 |
| IEFAiShares Core MSCI EAFE ETF | 4 | 2 | 2 |
| INTUIntuit | 3 | 1 | 2 |
| XOMExxonMobil | 3 | 2 | 1 |
| RTXRTX | 3 | 1 | 2 |
| JNJJohnson & Johnson | 3 | 1 | 2 |
| DGXQuest Diagnostics | 3 | 1 | 2 |
| SGVTSchwab Government Money Market ETF | 3 | 3 | 0 |
| EXCExelon | 2 | 2 | 0 |
| EMLPFirst North American Energy Infrastructure Fund | 2 | 1 | 1 |
Mitchell M. Zais trade history
| Asset | Type | Amount | Traded | Filing |
|---|---|---|---|---|
| WYWeyerhaeuser Company | Buy | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais WY trade |
| Nepstock | Buy | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais Nep trade |
| Victory Sycamore Established Value Fundfund | Sell | $15,001 – $50,000 | Jan 11, 2021 | Filing for Mitchell M. Zais Victory Sycamore Established Value Fund trade |
| Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX)fund | Sell | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) trade |
| Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX)fund | Sell | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) trade |
| International Equity Portfolio Institutional Classfund | Sell | $15,001 – $50,000 | Jan 11, 2021 | Filing for Mitchell M. Zais International Equity Portfolio Institutional Class trade |
| Goldman Sachs International Small Capstock | Sell | $15,001 – $50,000 | Jan 11, 2021 | Filing for Mitchell M. Zais Goldman Sachs International Small Cap trade |
| Emerging Markets Fund Institutional Class Shares (DEMIX)fund | Sell | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais Emerging Markets Fund Institutional Class Shares (DEMIX) trade |
| AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX)fund | Sell | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) trade |
| TCWEmerging Markets Income Fund Class I Shares (TGEIX)fund | Sell | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais TCWEmerging Markets Income Fund Class I Shares (TGEIX) trade |
| Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)fund | Sell | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) trade |
| SCHASchwab U.S. Small-Cap ETF | Buy | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais SCHA trade |
| SCHFSchwab International Equity ETF | Buy | $15,001 – $50,000 | Jan 11, 2021 | Filing for Mitchell M. Zais SCHF trade |
| SCHESchwab Emerging Markets Equity ETF | Buy | $15,001 – $50,000 | Jan 11, 2021 | Filing for Mitchell M. Zais SCHE trade |
| Qualstock | Sell | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais Qual trade |
| EMLPFirst Trust North American Energy Infrastructure Fund | Sell | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais EMLP trade |
| SCHMSchwab U.S. Mid Cap ETF | Buy | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais SCHM trade |
| WMBWilliams Companies Inc. (The) | Buy | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais WMB trade |
| WestRock Co. (WRK)stock | Sell | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais WestRock Co. (WRK) trade |
| DISWalt Disney Company (The) | Buy | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais DIS trade |
| VVisa Inc. | Buy | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais V trade |
| USBU.S. Bancorp | Sell | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais USB trade |
| Totstock | Sell | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais Tot trade |
| TempletonGlobal Income Fund (GIM)fund | Sell | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais TempletonGlobal Income Fund (GIM) trade |
| SYYSysco Corporation | Buy | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais SYY trade |
| PSXPhillips 66 | Sell | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais PSX trade |
| MSFTMicrosoft Corporation | Buy | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais MSFT trade |
| MCYMercury General Corporation | Sell | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais MCY trade |
| MDTMedtronic plc. | Buy | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais MDT trade |
| LLYEli Lilly and Company | Buy | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais LLY trade |
| JNJJohnson & Johnson | Buy | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais JNJ trade |
| GMGeneral Motors Company | Sell | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais GM trade |
| GISGeneral Mills Inc. | Sell | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais GIS trade |
| FNFFidelity National Financial Inc. | Buy | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais FNF trade |
| XOMExxonMobil Holdings Corporation | Sell | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais XOM trade |
| DOWDow Inc. | Sell | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais DOW trade |
| GLWCorning Incorporated | Buy | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais GLW trade |
| CMCSAComcast Corporation Class A | Buy | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais CMCSA trade |
| BXBlackstone Inc. | Buy | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais BX trade |
| BACBank of America Corporation | Buy | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais BAC trade |
| AAPLApple Inc. | Buy | $1,001 – $15,000 | Jan 11, 2021 | Filing for Mitchell M. Zais AAPL trade |
| MMM3M Company | Sell | $1,001 – $15,000 | Jan 8, 2021 | Filing for Mitchell M. Zais MMM trade |
| VODVodafone Group Plc ADR | Sell | $1,001 – $15,000 | Jan 7, 2021 | Filing for Mitchell M. Zais VOD trade |
| TAT&T Inc. | Sell | $1,001 – $15,000 | Jan 5, 2021 | Filing for Mitchell M. Zais T trade |
| Vanguard Growth & Income Fund Admiralfund | Sell | $15,001 – $50,000 | Jan 4, 2021 | Filing for Mitchell M. Zais Vanguard Growth & Income Fund Admiral trade |
| RTXRTX Corporation | Buy | $1,001 – $15,000 | Dec 22, 2020 | Filing for Mitchell M. Zais RTX trade |
| PEGPublic Service Enterprise Group Incorporated | Buy | $1,001 – $15,000 | Dec 22, 2020 | Filing for Mitchell M. Zais PEG trade |
| ENBEnbridge Inc | Buy | $1,001 – $15,000 | Dec 22, 2020 | Filing for Mitchell M. Zais ENB trade |
| American Beacon International Equity Fundfund | Sell | $15,001 – $50,000 | Oct 20, 2020 | Filing for Mitchell M. Zais American Beacon International Equity Fund trade |
| GLPIGaming and Leisure Properties Inc. | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais GLPI trade |
| Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX)fund | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) trade |
| AQR Style Premia Alternative Fund Class R6 Shares (QSPRX)fund | Sell | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) trade |
| American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX)fund | Sell | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) trade |
| USAA Short-Term Bond Fund Institutionalfund | Sell | $15,001 – $50,000 | Oct 15, 2020 | Filing for Mitchell M. Zais USAA Short-Term Bond Fund Institutional trade |
| USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX)fund | Sell | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX) trade |
| USAA Income Fund Institutional Class Sharesfund | Sell | $50,001 – $100,000 | Oct 15, 2020 | Filing for Mitchell M. Zais USAA Income Fund Institutional Class Shares trade |
| USAA High Income Fund Institutional Class Shares (UIHIX)fund | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais USAA High Income Fund Institutional Class Shares (UIHIX) trade |
| QUALiShares MSCI USA Quality Factor ETF | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais QUAL trade |
| EMLPFirst Trust North American Energy Infrastructure Fund | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais EMLP trade |
| MMM3M Company | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais MMM trade |
| WestRock Co. (WRK)stock | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais WestRock Co. (WRK) trade |
| VODstock | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais VOD trade |
| VZVerizon Communications Inc. | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais VZ trade |
| USBU.S. Bancorp | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais USB trade |
| Total s e disc comlstock | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais Total s e disc coml trade |
| TempletonGlobal Income Fund (GIM)fund | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais TempletonGlobal Income Fund (GIM) trade |
| TRPTC Energy Corporation | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais TRP trade |
| SYYSysco Corporation | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais SYY trade |
| STXSeagate Technology Holdings PLC | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais STX trade |
| PSXPhillips 66 | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais PSX trade |
| MCYMercury General Corporation | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais MCY trade |
| IPInternational Paper Company | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais IP trade |
| GBDCGolub Capital BDC Inc. | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais GBDC trade |
| GMGeneral Motors Company | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais GM trade |
| GISGeneral Mills Inc. | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais GIS trade |
| XOMExxonMobil Holdings Corporation | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais XOM trade |
| DOWDow Inc. | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais DOW trade |
| ARCCAres Capital Corporation | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais ARCC trade |
| Tstock | Buy | $1,001 – $15,000 | Oct 15, 2020 | Filing for Mitchell M. Zais T trade |
| Vanguard Growth & Income Fund Admiral Shares (VGIAX)fund | Buy | $1,001 – $15,000 | Sep 15, 2020 | Filing for Mitchell M. Zais Vanguard Growth & Income Fund Admiral Shares (VGIAX) trade |
| AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX)fund | Buy | $1,001 – $15,000 | Sep 15, 2020 | Filing for Mitchell M. Zais AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) trade |
| American Beacon International Equity Fund Class Y Shares (ABEYX)fund | Buy | $1,001 – $15,000 | Sep 15, 2020 | Filing for Mitchell M. Zais American Beacon International Equity Fund Class Y Shares (ABEYX) trade |
| USAA Short-Term Bond Fund Institutional Class Shares (UISBX)fund | Buy | $1,001 – $15,000 | Sep 15, 2020 | Filing for Mitchell M. Zais USAA Short-Term Bond Fund Institutional Class Shares (UISBX) trade |
| USAA Income Fund Institutional Class Shares (UIINX)fund | Buy | $1,001 – $15,000 | Sep 15, 2020 | Filing for Mitchell M. Zais USAA Income Fund Institutional Class Shares (UIINX) trade |
| Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)fund | Buy | $1,001 – $15,000 | Sep 15, 2020 | Filing for Mitchell M. Zais Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) trade |
| Vanguard Growth & Income Fund Admiral Shares (VGIAX)fund | Buy | $1,001 – $15,000 | Sep 15, 2020 | Filing for Mitchell M. Zais Vanguard Growth & Income Fund Admiral Shares (VGIAX) trade |
| AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX)fund | Buy | $1,001 – $15,000 | Sep 15, 2020 | Filing for Mitchell M. Zais AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) trade |
| American Beacon International Equity Fund Class Y Shares (ABEYX)fund | Buy | $1,001 – $15,000 | Sep 15, 2020 | Filing for Mitchell M. Zais American Beacon International Equity Fund Class Y Shares (ABEYX) trade |
| USAA Short-Term Bond Fund Institutional Class Shares (UISBX)fund | Buy | $1,001 – $15,000 | Sep 15, 2020 | Filing for Mitchell M. Zais USAA Short-Term Bond Fund Institutional Class Shares (UISBX) trade |
| USAA Income Fund Institutional Class Shares (UIINX)fund | Buy | $1,001 – $15,000 | Sep 15, 2020 | Filing for Mitchell M. Zais USAA Income Fund Institutional Class Shares (UIINX) trade |
| Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)fund | Buy | $1,001 – $15,000 | Sep 15, 2020 | Filing for Mitchell M. Zais Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) trade |
| Victory Sycamore Established Value Fund Class R6 Shares (VEVRX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) trade |
| Vanguard Growth & Income Fund Admiral Shares (VGIAX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais Vanguard Growth & Income Fund Admiral Shares (VGIAX) trade |
| USAA Managed Allocation Fund (UMAFX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais USAA Managed Allocation Fund (UMAFX) trade |
| Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) trade |
| International Equity Portfolio Institutional Class Z Shares (HLIZX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais International Equity Portfolio Institutional Class Z Shares (HLIZX) trade |
| International Equity Portfolio Institutional Class Z Shares (HLIZX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais International Equity Portfolio Institutional Class Z Shares (HLIZX) trade |
| Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) trade |
| AQR Style Premia Alternative Fund Class R6 Shares (QSPRX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) trade |
| AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) trade |
| American Beacon International Equity Fund Class Y Shares (ABEYX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais American Beacon International Equity Fund Class Y Shares (ABEYX) trade |
| American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) trade |
| Emerging Markets Fund Institutional Class Shares (DEMIX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais Emerging Markets Fund Institutional Class Shares (DEMIX) trade |
| USAA Short-Term Bond Fund Institutional Class Shares (UISBX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais USAA Short-Term Bond Fund Institutional Class Shares (UISBX) trade |
| USAA Income Fund Institutional Class Shares (UIINX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais USAA Income Fund Institutional Class Shares (UIINX) trade |
| Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) trade |
| Victory Sycamore Established Value Fund Class R6 Shares (VEVRX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) trade |
| USAA Managed Allocation Fund (UMAFX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais USAA Managed Allocation Fund (UMAFX) trade |
| Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) trade |
| Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) trade |
| Harding Loevner International Equity Portfolio Institutional Class Z Shares (HLIZX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais Harding Loevner International Equity Portfolio Institutional Class Z Shares (HLIZX) trade |
| American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) trade |
| AQR Style Premia Alternative Fund Class R6 Shares (QSPRX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) trade |
| Victory Sycamore Established Value Fund Class R6 Shares (VEVRX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) trade |
| USAA Managed Allocation Fund (UMAFX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais USAA Managed Allocation Fund (UMAFX) trade |
| Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) trade |
| Harding Loevner International Equity Portfolio Institutional Class Z Shares (HLIZX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais Harding Loevner International Equity Portfolio Institutional Class Z Shares (HLIZX) trade |
| Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) trade |
| AQR Style Premia Alternative Fund Class R6 Shares (QSPRX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) trade |
| American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX)fund | Buy | $1,001 – $15,000 | Sep 14, 2020 | Filing for Mitchell M. Zais American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) trade |
| Delaware Emerging Markets Fund Institutional Class Shares (DEMIX)fund | Buy | $1,001 – $15,000 | Sep 9, 2020 | Filing for Mitchell M. Zais Delaware Emerging Markets Fund Institutional Class Shares (DEMIX) trade |
| Delaware Emerging Markets Fund Institutional Class Shares (DEMIX)fund | Buy | $1,001 – $15,000 | Sep 9, 2020 | Filing for Mitchell M. Zais Delaware Emerging Markets Fund Institutional Class Shares (DEMIX) trade |
| PIMCO RAEEmerging Markets Fund Institutional Class Shares (PEIFX)fund | Sell | $1,001 – $15,000 | Sep 8, 2020 | Filing for Mitchell M. Zais PIMCO RAEEmerging Markets Fund Institutional Class Shares (PEIFX) trade |
| PIMCO RAEEmerging Markets Fund Institutional Class Shares (PEIFX)fund | Sell | $1,001 – $15,000 | Sep 8, 2020 | Filing for Mitchell M. Zais PIMCO RAEEmerging Markets Fund Institutional Class Shares (PEIFX) trade |
| PIMCO RAEEmerging Markets Fund Institutional Class Shares (PEIFX)fund | Sell | $1,001 – $15,000 | Sep 8, 2020 | Filing for Mitchell M. Zais PIMCO RAEEmerging Markets Fund Institutional Class Shares (PEIFX) trade |
| Victory Sycamore Established Value Fund Class R6 Shares (VEVRX)fund | Buy | $1,001 – $15,000 | Aug 19, 2020 | Filing for Mitchell M. Zais Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) trade |
| Vanguard Growth & Income Fund Admiral Shares (VGIAX)fund | Buy | $1,001 – $15,000 | Aug 19, 2020 | Filing for Mitchell M. Zais Vanguard Growth & Income Fund Admiral Shares (VGIAX) trade |
| USAA Managed Allocation Fund (UMAFX)fund | Buy | $1,001 – $15,000 | Aug 19, 2020 | Filing for Mitchell M. Zais USAA Managed Allocation Fund (UMAFX) trade |
| Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX)fund | Buy | $1,001 – $15,000 | Aug 19, 2020 | Filing for Mitchell M. Zais Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) trade |
| International Equity Portfolio Institutional Class Z Shares (HLIZX)fund | Buy | $1,001 – $15,000 | Aug 19, 2020 | Filing for Mitchell M. Zais International Equity Portfolio Institutional Class Z Shares (HLIZX) trade |
| Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX)fund | Buy | $1,001 – $15,000 | Aug 19, 2020 | Filing for Mitchell M. Zais Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) trade |
| AQR Style Premia Alternative Fund Class R6 Shares (QSPRX)fund | Buy | $1,001 – $15,000 | Aug 19, 2020 | Filing for Mitchell M. Zais AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) trade |
| USAA Short-Term Bond Fund Institutional Class Shares (UISBX)fund | Buy | $1,001 – $15,000 | Aug 19, 2020 | Filing for Mitchell M. Zais USAA Short-Term Bond Fund Institutional Class Shares (UISBX) trade |
| USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX)fund | Buy | $1,001 – $15,000 | Aug 19, 2020 | Filing for Mitchell M. Zais USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX) trade |
| USAA Income Fund Institutional Class Shares (UIINX)fund | Buy | $1,001 – $15,000 | Aug 19, 2020 | Filing for Mitchell M. Zais USAA Income Fund Institutional Class Shares (UIINX) trade |
| American Beacon International Equity Fund Class Y Shares (ABEYX)fund | Buy | $1,001 – $15,000 | Jul 31, 2020 | Filing for Mitchell M. Zais American Beacon International Equity Fund Class Y Shares (ABEYX) trade |
| American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX)fund | Buy | $1,001 – $15,000 | Jul 31, 2020 | Filing for Mitchell M. Zais American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) trade |
| Victory Sycamore Established Value Fund Class R6 Shares (VEVRX)fund | Buy | $1,001 – $15,000 | Jul 31, 2020 | Filing for Mitchell M. Zais Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) trade |
| Vanguard Growth & Income Fund Admiral Shares (VGIAX)fund | Buy | $1,001 – $15,000 | Jul 31, 2020 | Filing for Mitchell M. Zais Vanguard Growth & Income Fund Admiral Shares (VGIAX) trade |
| USAA Managed Allocation Fund (UMAFX)fund | Buy | $1,001 – $15,000 | Jul 31, 2020 | Filing for Mitchell M. Zais USAA Managed Allocation Fund (UMAFX) trade |
| Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX)fund | Buy | $1,001 – $15,000 | Jul 31, 2020 | Filing for Mitchell M. Zais Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) trade |
| International Equity Portfolio Institutional Class Z Shares (HLIZX)fund | Buy | $1,001 – $15,000 | Jul 31, 2020 | Filing for Mitchell M. Zais International Equity Portfolio Institutional Class Z Shares (HLIZX) trade |
| Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX)fund | Buy | $1,001 – $15,000 | Jul 31, 2020 | Filing for Mitchell M. Zais Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) trade |
| AQR Style Premia Alternative Fund Class R6 Shares (QSPRX)fund | Buy | $1,001 – $15,000 | Jul 31, 2020 | Filing for Mitchell M. Zais AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) trade |
| American Beacon International Equity Fund Class Y Shares (ABEYX)fund | Buy | $1,001 – $15,000 | Jul 31, 2020 | Filing for Mitchell M. Zais American Beacon International Equity Fund Class Y Shares (ABEYX) trade |
| American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX)fund | Buy | $1,001 – $15,000 | Jul 31, 2020 | Filing for Mitchell M. Zais American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) trade |
| USAA Short-Term Bond Fund Institutional Class Shares (UISBX)fund | Buy | $1,001 – $15,000 | Jul 31, 2020 | Filing for Mitchell M. Zais USAA Short-Term Bond Fund Institutional Class Shares (UISBX) trade |
| USAA Income Fund Institutional Class Shares (UIINX)fund | Buy | $1,001 – $15,000 | Jul 31, 2020 | Filing for Mitchell M. Zais USAA Income Fund Institutional Class Shares (UIINX) trade |
| USAA High Income Fund Institutional Class Shares (UIHIX)fund | Buy | $1,001 – $15,000 | Jul 31, 2020 | Filing for Mitchell M. Zais USAA High Income Fund Institutional Class Shares (UIHIX) trade |
| Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)fund | Buy | $1,001 – $15,000 | Jul 31, 2020 | Filing for Mitchell M. Zais Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) trade |
| ISTBiShares Core 1-5 Year USD Bond ETF | Buy | $1,001 – $15,000 | Jul 24, 2020 | Filing for Mitchell M. Zais ISTB trade |
| ISTBiShares Core 1-5 Year USD Bond ETF | Buy | $1,001 – $15,000 | Jul 24, 2020 | Filing for Mitchell M. Zais ISTB trade |
| Victory Sycamore Established Value Fund Class R6 Shares (VEVRX)fund | Buy | $1,001 – $15,000 | Jul 22, 2020 | Filing for Mitchell M. Zais Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) trade |
| Vanguard Growth & Income Fund Admiral Shares (VGIAX)fund | Buy | $1,001 – $15,000 | Jul 22, 2020 | Filing for Mitchell M. Zais Vanguard Growth & Income Fund Admiral Shares (VGIAX) trade |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | Buy | $1,001 – $15,000 | Jul 22, 2020 | Filing for Mitchell M. Zais VTIP trade |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | Buy | $1,001 – $15,000 | Jul 22, 2020 | Filing for Mitchell M. Zais VTIP trade |
| AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX)fund | Buy | $1,001 – $15,000 | Jul 15, 2020 | Filing for Mitchell M. Zais AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) trade |
| Victory Sycamore Established Value Fund Class R6 Shares (VEVRX)fund | Buy | $1,001 – $15,000 | Jul 15, 2020 | Filing for Mitchell M. Zais Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) trade |
| Vanguard Growth & Income Fund Admiral Shares (VGIAX)fund | Buy | $1,001 – $15,000 | Jul 15, 2020 | Filing for Mitchell M. Zais Vanguard Growth & Income Fund Admiral Shares (VGIAX) trade |
| USAA Managed Allocation Fund (UMAFX)fund | Buy | $1,001 – $15,000 | Jul 15, 2020 | Filing for Mitchell M. Zais USAA Managed Allocation Fund (UMAFX) trade |
| International Equity Portfolio Institutional Class Z Shares (HLIZX)fund | Buy | $1,001 – $15,000 | Jul 15, 2020 | Filing for Mitchell M. Zais International Equity Portfolio Institutional Class Z Shares (HLIZX) trade |
| Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX)fund | Buy | $1,001 – $15,000 | Jul 15, 2020 | Filing for Mitchell M. Zais Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) trade |
| AQR Style Premia Alternative Fund Class R6 Shares (QSPRX)fund | Buy | $1,001 – $15,000 | Jul 15, 2020 | Filing for Mitchell M. Zais AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) trade |
| American Beacon International Equity Fund Class Y Shares (ABEYX)fund | Buy | $1,001 – $15,000 | Jul 15, 2020 | Filing for Mitchell M. Zais American Beacon International Equity Fund Class Y Shares (ABEYX) trade |
| American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX)fund | Buy | $1,001 – $15,000 | Jul 15, 2020 | Filing for Mitchell M. Zais American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) trade |
| USAA Short-Term Bond Fund Institutional Class Shares (UISBX)fund | Buy | $1,001 – $15,000 | Jul 15, 2020 | Filing for Mitchell M. Zais USAA Short-Term Bond Fund Institutional Class Shares (UISBX) trade |
| USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX)fund | Buy | $1,001 – $15,000 | Jul 15, 2020 | Filing for Mitchell M. Zais USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX) trade |
| USAA Income Fund Institutional Class Shares (UIINX)fund | Buy | $1,001 – $15,000 | Jul 15, 2020 | Filing for Mitchell M. Zais USAA Income Fund Institutional Class Shares (UIINX) trade |
| Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)fund | Buy | $1,001 – $15,000 | Jul 15, 2020 | Filing for Mitchell M. Zais Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) trade |
| COPConocoPhillips | Buy | $1,001 – $15,000 | Jun 24, 2020 | Filing for Mitchell M. Zais COP trade |
| AVGOBroadcom Inc. | Buy | $1,001 – $15,000 | Jun 24, 2020 | Filing for Mitchell M. Zais AVGO trade |
| Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX)fund | Sell | $1,001 – $15,000 | Jun 24, 2020 | Filing for Mitchell M. Zais Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX) trade |
| COPConocoPhillips | Buy | $1,001 – $15,000 | Jun 24, 2020 | Filing for Mitchell M. Zais COP trade |
| AVGOBroadcom Inc. | Buy | $1,001 – $15,000 | Jun 24, 2020 | Filing for Mitchell M. Zais AVGO trade |
| Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX)fund | Sell | $1,001 – $15,000 | Jun 24, 2020 | Filing for Mitchell M. Zais Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX) trade |
| Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX)fund | Sell | $1,001 – $15,000 | Jun 22, 2020 | Filing for Mitchell M. Zais Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX) trade |
| HSYThe Hershey Company | Buy | $1,001 – $15,000 | Jun 22, 2020 | Filing for Mitchell M. Zais HSY trade |
| HSYThe Hershey Company | Buy | $1,001 – $15,000 | Jun 22, 2020 | Filing for Mitchell M. Zais HSY trade |
| COPConocoPhillips | Buy | $1,001 – $15,000 | Jun 22, 2020 | Filing for Mitchell M. Zais COP trade |
| AVGOBroadcom Inc. | Buy | $1,001 – $15,000 | Jun 22, 2020 | Filing for Mitchell M. Zais AVGO trade |
| RTXRTX Corporation | Sell | $1,001 – $15,000 | Jun 22, 2020 | Filing for Mitchell M. Zais RTX trade |
| AVGOBroadcom Inc. | Buy | $1,001 – $15,000 | Jun 22, 2020 | Filing for Mitchell M. Zais AVGO trade |
| COPConocoPhillips | Buy | $1,001 – $15,000 | Jun 22, 2020 | Filing for Mitchell M. Zais COP trade |
| HSYThe Hershey Company | Buy | $1,001 – $15,000 | Jun 22, 2020 | Filing for Mitchell M. Zais HSY trade |
| Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX)fund | Sell | $1,001 – $15,000 | Jun 22, 2020 | Filing for Mitchell M. Zais Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX) trade |
| HSYThe Hershey Company | Buy | $1,001 – $15,000 | Jun 22, 2020 | Filing for Mitchell M. Zais HSY trade |
| HSYThe Hershey Company | Buy | $1,001 – $15,000 | Jun 22, 2020 | Filing for Mitchell M. Zais HSY trade |
| COPConocoPhillips | Buy | $1,001 – $15,000 | Jun 22, 2020 | Filing for Mitchell M. Zais COP trade |
| AVGOBroadcom Inc. | Buy | $1,001 – $15,000 | Jun 22, 2020 | Filing for Mitchell M. Zais AVGO trade |
| Victory Sycamore Established Value Fund Class R6 Shares (VEVRX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) trade |
| Vanguard Growth & Income Fund Admiral Shares (VGIAX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais Vanguard Growth & Income Fund Admiral Shares (VGIAX) trade |
| USAA Short-Term Bond Fund Institutional Class Shares (UISBX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais USAA Short-Term Bond Fund Institutional Class Shares (UISBX) trade |
| USAA Managed Allocation Fund (UMAFX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais USAA Managed Allocation Fund (UMAFX) trade |
| USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX) trade |
| USAA Income Fund Institutional Class Shares (UIINX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais USAA Income Fund Institutional Class Shares (UIINX) trade |
| International Equity Portfolio Institutional Class Z Shares (HLIZX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais International Equity Portfolio Institutional Class Z Shares (HLIZX) trade |
| Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) trade |
| Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) trade |
| Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) trade |
| AQR Style Premia Alternative Fund Class R6 Shares (QSPRX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) trade |
| American Beacon International Equity Fund Class Y Shares (ABEYX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais American Beacon International Equity Fund Class Y Shares (ABEYX) trade |
| American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) trade |
| Victory Sycamore Established Value Fund Class R6 Shares (VEVRX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) trade |
| Vanguard Growth & Income Fund Admiral Shares (VGIAX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais Vanguard Growth & Income Fund Admiral Shares (VGIAX) trade |
| USAA Managed Allocation Fund (UMAFX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais USAA Managed Allocation Fund (UMAFX) trade |
| Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) trade |
| Harding Loevner International Equity Portfoliofund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais Harding Loevner International Equity Portfolio trade |
| AQR Style Premia Alternative Fund Class R6 Shares (QSPRX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) trade |
| American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) trade |
| American Beacon International Equity Fund Class Y Shares (ABEYX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais American Beacon International Equity Fund Class Y Shares (ABEYX) trade |
| USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX) trade |
| USAA Short-Term Bond Fund Institutional Class Shares (UISBX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais USAA Short-Term Bond Fund Institutional Class Shares (UISBX) trade |
| USAA Income Fund Institutional Shares (UIINX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais USAA Income Fund Institutional Shares (UIINX) trade |
| Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)fund | Buy | $1,001 – $15,000 | Jun 12, 2020 | Filing for Mitchell M. Zais Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) trade |
| Schwab Government Money Fund Sweep Class Shares (SWGXX)fund | Buy | $1,001 – $15,000 | May 27, 2020 | Filing for Mitchell M. Zais Schwab Government Money Fund Sweep Class Shares (SWGXX) trade |
| Schwab Government Money Fund Sweep Class Shares (SWGXX)fund | Buy | $1,001 – $15,000 | May 27, 2020 | Filing for Mitchell M. Zais Schwab Government Money Fund Sweep Class Shares (SWGXX) trade |
| SGVTSchwab Government Money Market ETF | Buy | $1,001 – $15,000 | May 27, 2020 | Filing for Mitchell M. Zais SGVT trade |
| SGVTSchwab Government Money Market ETF | Buy | $1,001 – $15,000 | May 27, 2020 | Filing for Mitchell M. Zais SGVT trade |
| SGVTSchwab Government Money Market ETF | Buy | $15,001 – $50,000 | May 27, 2020 | Filing for Mitchell M. Zais SGVT trade |
| Schwab Government Money Fund Sweep Class Shares (SWGXX)fund | Buy | $1,001 – $15,000 | May 27, 2020 | Filing for Mitchell M. Zais Schwab Government Money Fund Sweep Class Shares (SWGXX) trade |
| Victory Sycamore Established Value Fund Class R6 Shares (VEVRX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) trade |
| Vanguard Growth & Income Fund Admiral Shares (VGIAX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais Vanguard Growth & Income Fund Admiral Shares (VGIAX) trade |
| USAA Growth & Income Fund Institutional Class Shares (UIGIX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais USAA Growth & Income Fund Institutional Class Shares (UIGIX) trade |
| USAA Managed Allocation Fund (UMAFX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais USAA Managed Allocation Fund (UMAFX) trade |
| Harding loevner intl equity portstock | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais Harding loevner intl equity port trade |
| Goldman Sachs intnat sm capstock | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais Goldman Sachs intnat sm cap trade |
| Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) trade |
| Vanguard Growth & Income Fund Admiral Shares (VGIAX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais Vanguard Growth & Income Fund Admiral Shares (VGIAX) trade |
| Victory Sycamore Established Value Fund Class R Shares (GETGX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais Victory Sycamore Established Value Fund Class R Shares (GETGX) trade |
| USAA Income Fund Institutional Shares (UIINX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais USAA Income Fund Institutional Shares (UIINX) trade |
| USAA Managed Allocation Fund (UMAFX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais USAA Managed Allocation Fund (UMAFX) trade |
| Harding Loevner International Equity Portfolio (HLMIX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais Harding Loevner International Equity Portfolio (HLMIX) trade |
| Goldman Sachs International Small Cap Insights Fund (GICIX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais Goldman Sachs International Small Cap Insights Fund (GICIX) trade |
| Baird Core Plus Bond Fund (BCOIX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais Baird Core Plus Bond Fund (BCOIX) trade |
| Victory Sycamore Established Value Fund Class R Shares (GETGX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais Victory Sycamore Established Value Fund Class R Shares (GETGX) trade |
| Vanguard Growth & Income Fund Admiral Shares (VGIAX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais Vanguard Growth & Income Fund Admiral Shares (VGIAX) trade |
| USAA Income Fund Institutional Shares (UIINX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais USAA Income Fund Institutional Shares (UIINX) trade |
| USAA Managed Allocation Fund (UMAFX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais USAA Managed Allocation Fund (UMAFX) trade |
| Harding Loevner International Equity Portfolio (HLMIX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais Harding Loevner International Equity Portfolio (HLMIX) trade |
| Goldman Sachs International Small Cap Insights Fund (GICIX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais Goldman Sachs International Small Cap Insights Fund (GICIX) trade |
| Baird Core Plus Bond Fund (BCOIX)fund | Buy | $1,001 – $15,000 | May 18, 2020 | Filing for Mitchell M. Zais Baird Core Plus Bond Fund (BCOIX) trade |
| BABoeing Company (The) | Sell | $1,001 – $15,000 | May 14, 2020 | Filing for Mitchell M. Zais BA trade |
| AAPLApple Inc. | Sell | $1,001 – $15,000 | May 14, 2020 | Filing for Mitchell M. Zais AAPL trade |
| TAT&T Inc. | Buy | $1,001 – $15,000 | May 14, 2020 | Filing for Mitchell M. Zais T trade |
| BABoeing Company (The) | Sell | $1,001 – $15,000 | May 14, 2020 | Filing for Mitchell M. Zais BA trade |
| AAPLApple Inc. | Sell | $1,001 – $15,000 | May 14, 2020 | Filing for Mitchell M. Zais AAPL trade |
| TAT&T Inc. | Buy | $1,001 – $15,000 | May 14, 2020 | Filing for Mitchell M. Zais T trade |
| AAPLApple Inc. | Sell | $1,001 – $15,000 | May 12, 2020 | Filing for Mitchell M. Zais AAPL trade |
| TAT&T Inc. | Buy | $1,001 – $15,000 | May 12, 2020 | Filing for Mitchell M. Zais T trade |
| AAPLApple Inc. | Sell | $1,001 – $15,000 | May 12, 2020 | Filing for Mitchell M. Zais AAPL trade |
| TAT&T Inc. | Buy | $1,001 – $15,000 | May 12, 2020 | Filing for Mitchell M. Zais T trade |
| American Beacon International Equity Fund Class R5 Shares (AAIEX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais American Beacon International Equity Fund Class R5 Shares (AAIEX) trade |
| Victory Sycamore Established Value Fund Class R6 Shares (VEVRX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) trade |
| Vanguard Growth & Income Fund Admiral Shares (VGIAX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais Vanguard Growth & Income Fund Admiral Shares (VGIAX) trade |
| USAA Income Fund Institutional Class Shares (UIINX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais USAA Income Fund Institutional Class Shares (UIINX) trade |
| USAA Short-Term Bond Fund Institutional Class Shares (UISBX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais USAA Short-Term Bond Fund Institutional Class Shares (UISBX) trade |
| USAA Managed Allocation Fund (UMAFX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais USAA Managed Allocation Fund (UMAFX) trade |
| Harding loevner intl equity portstock | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais Harding loevner intl equity port trade |
| Goldman Sachs intnat sm capstock | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais Goldman Sachs intnat sm cap trade |
| Baird Core Plus Bond Fund Investor Class Shares (BCOSX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais Baird Core Plus Bond Fund Investor Class Shares (BCOSX) trade |
| American beacon intl equity ystock | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais American beacon intl equity y trade |
| American Beacon International Equity Fund Class Y (ABEYX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais American Beacon International Equity Fund Class Y (ABEYX) trade |
| Victory Sycamore Established Value Fund Class R6 Shares (VEVRX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) trade |
| Vanguard Growth and Income Fund Admiral Shares (VGIAX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais Vanguard Growth and Income Fund Admiral Shares (VGIAX) trade |
| USAA Income Fund Institutional Shares (UIINX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais USAA Income Fund Institutional Shares (UIINX) trade |
| USAA Managed Allocation Fund (UMAFX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais USAA Managed Allocation Fund (UMAFX) trade |
| Harding Loevner International Equity Portfolio (HLMIX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais Harding Loevner International Equity Portfolio (HLMIX) trade |
| Goldman Sachs International Small Cap Insights Fund (GICIX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais Goldman Sachs International Small Cap Insights Fund (GICIX) trade |
| American Beacon AHL Managed Futures Strategy F (AHLIX)stock | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais American Beacon AHL Managed Futures Strategy F (AHLIX) trade |
| Baird Core Plus Bond (BCOIX)stock | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais Baird Core Plus Bond (BCOIX) trade |
| American Beacon International Equity Fund Class Y (ABEYX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais American Beacon International Equity Fund Class Y (ABEYX) trade |
| Victory Sycamore Established Value Fund Class R6 Shares (VEVRX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) trade |
| Vanguard Growth and Income Fund Admiral Shares (VGIAX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais Vanguard Growth and Income Fund Admiral Shares (VGIAX) trade |
| USAA Income Fund Institutional Shares (UIINX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais USAA Income Fund Institutional Shares (UIINX) trade |
| USAA Managed Allocation Fund (UMAFX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais USAA Managed Allocation Fund (UMAFX) trade |
| Harding Loevner International Equity Portfolio (HLMIX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais Harding Loevner International Equity Portfolio (HLMIX) trade |
| Goldman Sachs International Small Cap Insights Fund (GICIX)fund | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais Goldman Sachs International Small Cap Insights Fund (GICIX) trade |
| Baird Core Plus Bond (BCOIX)stock | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais Baird Core Plus Bond (BCOIX) trade |
| American Beacon AHL Managed Futures Strategy F (AHLIX)stock | Buy | $1,001 – $15,000 | May 6, 2020 | Filing for Mitchell M. Zais American Beacon AHL Managed Futures Strategy F (AHLIX) trade |
| Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX)fund | Sell | $1,001 – $15,000 | Apr 24, 2020 | Filing for Mitchell M. Zais Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) trade |
| USAA Income Fund Institutional Class Shares (UIINX)fund | Buy | $1,001 – $15,000 | Apr 24, 2020 | Filing for Mitchell M. Zais USAA Income Fund Institutional Class Shares (UIINX) trade |
| American Beacon International Equity Fund Class Y Shares (ABEYX)fund | Sell | $1,001 – $15,000 | Apr 24, 2020 | Filing for Mitchell M. Zais American Beacon International Equity Fund Class Y Shares (ABEYX) trade |
| USAA Short-Term Bond Fund Institutional Class Shares (UISBX)fund | Buy | $1,001 – $15,000 | Apr 24, 2020 | Filing for Mitchell M. Zais USAA Short-Term Bond Fund Institutional Class Shares (UISBX) trade |
| Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)fund | Buy | $1,001 – $15,000 | Apr 24, 2020 | Filing for Mitchell M. Zais Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) trade |
| American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX)fund | Buy | $1,001 – $15,000 | Apr 24, 2020 | Filing for Mitchell M. Zais American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) trade |
| AQR Style Premia Alternative Fund Class R6 Shares (QSPRX)fund | Buy | $1,001 – $15,000 | Apr 24, 2020 | Filing for Mitchell M. Zais AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) trade |
| Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX)fund | Sell | $1,001 – $15,000 | Apr 24, 2020 | Filing for Mitchell M. Zais Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) trade |
| American Beacon International Equity Fund Class Y Shares (ABEYX)fund | Sell | $1,001 – $15,000 | Apr 24, 2020 | Filing for Mitchell M. Zais American Beacon International Equity Fund Class Y Shares (ABEYX) trade |
| USAA Income Fund Institutional Class Shares (UIINX)fund | Buy | $1,001 – $15,000 | Apr 24, 2020 | Filing for Mitchell M. Zais USAA Income Fund Institutional Class Shares (UIINX) trade |
| USAA Short-Term Bond Fund Institutional Class Shares (UISBX)fund | Buy | $1,001 – $15,000 | Apr 24, 2020 | Filing for Mitchell M. Zais USAA Short-Term Bond Fund Institutional Class Shares (UISBX) trade |
| Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)fund | Buy | $1,001 – $15,000 | Apr 24, 2020 | Filing for Mitchell M. Zais Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) trade |
| American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX)fund | Buy | $1,001 – $15,000 | Apr 24, 2020 | Filing for Mitchell M. Zais American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) trade |
| AQR Style Premia Alternative Fund Class R6 Shares (QSPRX)fund | Buy | $1,001 – $15,000 | Apr 24, 2020 | Filing for Mitchell M. Zais AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) trade |
| Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX)fund | Buy | $1,001 – $15,000 | Apr 21, 2020 | Filing for Mitchell M. Zais Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) trade |
| Victory Sycamore Established Value Fund Class R6 Shares (VEVRX)fund | Buy | $1,001 – $15,000 | Apr 21, 2020 | Filing for Mitchell M. Zais Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) trade |
| International Equity Portfolio Institutional Class Z Shares (HLIZX)fund | Buy | $1,001 – $15,000 | Apr 21, 2020 | Filing for Mitchell M. Zais International Equity Portfolio Institutional Class Z Shares (HLIZX) trade |
| Vanguard Growth & Income Fund Admiral Shares (VGIAX)fund | Buy | $1,001 – $15,000 | Apr 21, 2020 | Filing for Mitchell M. Zais Vanguard Growth & Income Fund Admiral Shares (VGIAX) trade |
| USAA Income Fund Institutional Class Shares (UIINX)fund | Buy | $1,001 – $15,000 | Apr 21, 2020 | Filing for Mitchell M. Zais USAA Income Fund Institutional Class Shares (UIINX) trade |
| USAA Short-Term Bond Fund Institutional Class Shares (UISBX)fund | Buy | $1,001 – $15,000 | Apr 21, 2020 | Filing for Mitchell M. Zais USAA Short-Term Bond Fund Institutional Class Shares (UISBX) trade |
| USAA Managed Allocation Fund (UMAFX)fund | Buy | $1,001 – $15,000 | Apr 21, 2020 | Filing for Mitchell M. Zais USAA Managed Allocation Fund (UMAFX) trade |
Showing the 300 most recent of 398 transactions on file.
Source: House Clerk and Senate EFD public disclosures. Trades are reported as dollar ranges and may be disclosed up to 45 days after the transaction.
Frequently asked questions
- What stocks does Mitchell M. Zais trade?
- Based on STOCK Act disclosures, Mitchell M. Zais's most frequently reported holdings and trades include T, COP, AAPL, AVGO and HSY. Disclosures show transactions, not a complete current portfolio, and may include assets held by a spouse or dependent child.
- When did Mitchell M. Zais last report a trade?
- The latest transaction on file is dated Jan 11, 2021 and the most recent report was filed on Nov 10, 2021. Members have up to 45 days after a trade to disclose it, so newer trades may not be public yet.
- How many stock trades has Mitchell M. Zais disclosed?
- MetaCap has 398 transactions on file for Mitchell M. Zais.
- How much money is involved in Mitchell M. Zais's trades?
- Exact values are not disclosed. Each trade is reported within a dollar range, most commonly $1,001 – $15,000.
- Where does this data come from?
- Executive-branch reports (OGE Form 278e and 278-T) come from the U.S. Office of Government Ethics. Each row links to the original filing.
More Congress trading
Latest filing Nov 10, 2021. Source: House Clerk and Senate EFD public disclosures. Trades are reported as dollar ranges and may be disclosed up to 45 days after the transaction. Disclosures are shown as filed and are not a recommendation to buy or sell any security. Market data is delayed at least 15 minutes and provided for informational purposes only. Not investment advice. Full disclaimer