Gilbert Ray Cisneros, Jr.D-CAHouse | INTUIntuit Inc. | Buy | $1,001 – $15,000 | Aug 18, 2026 | Sep 10, 2026 | 23 | Filing for Gilbert Ray Cisneros, Jr. INTU trade |
Gilbert Ray Cisneros, Jr.D-CAHouse | IBMInternational Business Machines Corporation | Buy | $1,001 – $15,000 | Aug 18, 2026 | Sep 10, 2026 | 23 | Filing for Gilbert Ray Cisneros, Jr. IBM trade |
Gilbert Ray Cisneros, Jr.D-CAHouse | PODDInsulet Corporation | Buy | $1,001 – $15,000 | Aug 18, 2026 | Sep 10, 2026 | 23 | Filing for Gilbert Ray Cisneros, Jr. PODD trade |
Gilbert Ray Cisneros, Jr.D-CAHouse | GDDYGoDaddy Inc. Class A | Buy | $1,001 – $15,000 | Aug 18, 2026 | Sep 10, 2026 | 23 | Filing for Gilbert Ray Cisneros, Jr. GDDY trade |
Gilbert Ray Cisneros, Jr.D-CAHouse | BSXBoston Scientific Corporation | Buy | $1,001 – $15,000 | Aug 18, 2026 | Sep 10, 2026 | 23 | Filing for Gilbert Ray Cisneros, Jr. BSX trade |
Gilbert Ray Cisneros, Jr.D-CAHouse | APHAmphenol Corporation | Buy | $1,001 – $15,000 | Aug 18, 2026 | Sep 10, 2026 | 23 | Filing for Gilbert Ray Cisneros, Jr. APH trade |
Gilbert Ray Cisneros, Jr.D-CAHouse | SHAKShake Shack Inc. Class A | Buy | $1,001 – $15,000 | Aug 11, 2026 | Sep 10, 2026 | 30 | Filing for Gilbert Ray Cisneros, Jr. SHAK trade |
Gilbert Ray Cisneros, Jr.D-CAHouse | SNOWSnowflake Inc. | Buy | $1,001 – $15,000 | Aug 7, 2026 | Sep 10, 2026 | 34 | Filing for Gilbert Ray Cisneros, Jr. SNOW trade |
Gilbert Ray Cisneros, Jr.D-CAHouse | SKHYSK hynix Inc. ADR | Buy | $1,001 – $15,000 | Aug 7, 2026 | Sep 10, 2026 | 34 | Filing for Gilbert Ray Cisneros, Jr. SKHY trade |
Gilbert Ray Cisneros, Jr.D-CAHouse | NEONeoGenomics Inc. | Buy | $1,001 – $15,000 | Aug 7, 2026 | Sep 10, 2026 | 34 | Filing for Gilbert Ray Cisneros, Jr. NEO trade |
Gilbert Ray Cisneros, Jr.D-CAHouse | MOG.AMoog Inc. Class A | Buy | $15,001 – $50,000 | Aug 7, 2026 | Sep 10, 2026 | 34 | Filing for Gilbert Ray Cisneros, Jr. MOG.A trade |
Gilbert Ray Cisneros, Jr.D-CAHouse | HLIHoulihan Lokey Inc. Class A | Buy | $1,001 – $15,000 | Aug 7, 2026 | Sep 10, 2026 | 34 | Filing for Gilbert Ray Cisneros, Jr. HLI trade |
Gilbert Ray Cisneros, Jr.D-CAHouse | CRWDCrowdStrike Holdings Inc. Class A | Buy | $1,001 – $15,000 | Aug 7, 2026 | Sep 10, 2026 | 34 | Filing for Gilbert Ray Cisneros, Jr. CRWD trade |
Gilbert Ray Cisneros, Jr.D-CAHouse | APGAPi Group Corporation | Buy | $1,001 – $15,000 | Aug 4, 2026 | Sep 10, 2026 | 37 | Filing for Gilbert Ray Cisneros, Jr. APG trade |
| EUEric M. UelandExecutive | PIMCO Income Fund Class I-2 Shares (PONPX)fund | Buy | $1,001 – $15,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland PIMCO Income Fund Class I-2 Shares (PONPX) trade |
| EUEric M. UelandExecutive | Neuberger Berman Strategic Income Fund Institutional Class Shares (NSTLX)fund | Buy | $1,001 – $15,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland Neuberger Berman Strategic Income Fund Institutional Class Shares (NSTLX) trade |
| EUEric M. UelandExecutive | Nuveen Strategic Income Fund Class I Shares (FCBYX)fund | Buy | $1,001 – $15,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland Nuveen Strategic Income Fund Class I Shares (FCBYX) trade |
| EUEric M. UelandExecutive | VUGVanguard Morningstar Growth ETF | Buy | $1,001 – $15,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland VUG trade |
| EUEric M. UelandExecutive | PIMCO Income Fund Class I-2 Shares (PONPX)fund | Buy | $15,001 – $50,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland PIMCO Income Fund Class I-2 Shares (PONPX) trade |
| EUEric M. UelandExecutive | Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares (CPXIX)fund | Buy | $1,001 – $15,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares (CPXIX) trade |
| EUEric M. UelandExecutive | Neuberger Berman Strategic Income Fund Institutional Class Shares (NSTLX)fund | Buy | $15,001 – $50,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland Neuberger Berman Strategic Income Fund Institutional Class Shares (NSTLX) trade |
| EUEric M. UelandExecutive | Lord Abbett Floating Rate Fund Class I Shares (LFRIX)fund | Buy | $1,001 – $15,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland Lord Abbett Floating Rate Fund Class I Shares (LFRIX) trade |
| EUEric M. UelandExecutive | Nuveen Strategic Income Fund Class I Shares (FCBYX)fund | Buy | $15,001 – $50,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland Nuveen Strategic Income Fund Class I Shares (FCBYX) trade |
| EUEric M. UelandExecutive | PCYInvesco Emerging Markets Sovereign Debt ETF | Buy | $1,001 – $15,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland PCY trade |
| EUEric M. UelandExecutive | IEMGiShares Core MSCI Emerging Markets ETF | Buy | $1,001 – $15,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland IEMG trade |
| EUEric M. UelandExecutive | VUGVanguard Morningstar Growth ETF | Buy | $15,001 – $50,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland VUG trade |
| EUEric M. UelandExecutive | VUGVanguard Morningstar Growth ETF | Buy | $1,001 – $15,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland VUG trade |
| EUEric M. UelandExecutive | MFS Value Fund Class I Shares (MEIIX)fund | Buy | $1,001 – $15,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland MFS Value Fund Class I Shares (MEIIX) trade |
| EUEric M. UelandExecutive | MFS Municipal Income Fund Class I Shares (MIMIX)fund | Buy | $1,001 – $15,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland MFS Municipal Income Fund Class I Shares (MIMIX) trade |
| EUEric M. UelandExecutive | Fidelity Advisor Municipal Income Fund Class I Shares (FROGX)fund | Buy | $1,001 – $15,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland Fidelity Advisor Municipal Income Fund Class I Shares (FROGX) trade |
| EUEric M. UelandExecutive | VONGVanguard Russell 1000 Growth ETF | Buy | $15,001 – $50,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland VONG trade |
| EUEric M. UelandExecutive | SHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETF | Buy | $1,001 – $15,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland SHM trade |
| EUEric M. UelandExecutive | HYDVanEck High Yield Muni ETF | Buy | $1,001 – $15,000 | Jul 15, 2026 | Sep 10, 2026 | 57 | Filing for Eric M. Ueland HYD trade |
| JRJohn L. RatcliffeRExecutive | JBNDJPMorgan Active Bond ETF | Buy | $1,001 – $15,000 | Dec 29, 2025 | Sep 10, 2026 | 255 | Filing for John L. Ratcliffe JBND trade |
| JRJohn L. RatcliffeRExecutive | JGROJPMorgan Active Growth ETF | Buy | $1,001 – $15,000 | Dec 29, 2025 | Sep 10, 2026 | 255 | Filing for John L. Ratcliffe JGRO trade |
| JRJohn L. RatcliffeRExecutive | BBHYJPMorgan BetaBuilders USD High Yield Corporate Bond ETF | Buy | $1,001 – $15,000 | Dec 29, 2025 | Sep 10, 2026 | 255 | Filing for John L. Ratcliffe BBHY trade |
| JRJohn L. RatcliffeRExecutive | JCPBJPMorgan Core Plus Bond ETF | Buy | $1,001 – $15,000 | Dec 29, 2025 | Sep 10, 2026 | 255 | Filing for John L. Ratcliffe JCPB trade |
| JRJohn L. RatcliffeRExecutive | BBUSJPMorgan BetaBuilders U.S. Equity ETF | Buy | $15,001 – $50,000 | Dec 29, 2025 | Sep 10, 2026 | 255 | Filing for John L. Ratcliffe BBUS trade |
| JRJohn L. RatcliffeRExecutive | BBMCJPMorgan BetaBuilders U.S. Mid Cap Equity ETF | Buy | $1,001 – $15,000 | Dec 29, 2025 | Sep 10, 2026 | 255 | Filing for John L. Ratcliffe BBMC trade |
| JRJohn L. RatcliffeRExecutive | BBSCJPMorgan BetaBuilders U.S. Small Cap Equity ETF | Buy | $1,001 – $15,000 | Dec 29, 2025 | Sep 10, 2026 | 255 | Filing for John L. Ratcliffe BBSC trade |
| JRJohn L. RatcliffeRExecutive | BBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF | Buy | $1,001 – $15,000 | Dec 29, 2025 | Sep 10, 2026 | 255 | Filing for John L. Ratcliffe BBAG trade |
| JRJohn L. RatcliffeRExecutive | JAVAJPMorgan Active Value ETF | Buy | $1,001 – $15,000 | Dec 29, 2025 | Sep 10, 2026 | 255 | Filing for John L. Ratcliffe JAVA trade |
| JRJohn L. RatcliffeRExecutive | JBNDJPMorgan Active Bond ETF | Buy | $1,001 – $15,000 | Sep 25, 2025 | Sep 10, 2026 | 350 | Filing for John L. Ratcliffe JBND trade |
| JRJohn L. RatcliffeRExecutive | JCPBJPMorgan Core Plus Bond ETF | Buy | $1,001 – $15,000 | Sep 25, 2025 | Sep 10, 2026 | 350 | Filing for John L. Ratcliffe JCPB trade |
| JRJohn L. RatcliffeRExecutive | BBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF | Buy | $1,001 – $15,000 | Sep 25, 2025 | Sep 10, 2026 | 350 | Filing for John L. Ratcliffe BBAG trade |
| JRJohn L. RatcliffeRExecutive | BBHYJPMorgan BetaBuilders USD High Yield Corporate Bond ETF | Buy | $1,001 – $15,000 | Apr 11, 2025 | Sep 10, 2026 | 517 | Filing for John L. Ratcliffe BBHY trade |
| JRJohn L. RatcliffeRExecutive | BBUSJPMorgan BetaBuilders U.S. Equity ETF | Buy | $1,001 – $15,000 | Apr 11, 2025 | Sep 10, 2026 | 517 | Filing for John L. Ratcliffe BBUS trade |
| JRJohn L. RatcliffeRExecutive | BBUSJPMorgan BetaBuilders U.S. Equity ETF | Buy | $1,001 – $15,000 | Mar 26, 2025 | Sep 10, 2026 | 533 | Filing for John L. Ratcliffe BBUS trade |
| JRJohn L. RatcliffeRExecutive | JGROJPMorgan Active Growth ETF | Buy | $1,001 – $15,000 | Mar 26, 2025 | Sep 10, 2026 | 533 | Filing for John L. Ratcliffe JGRO trade |
| JRJohn L. RatcliffeRExecutive | JPIEJPMorgan Income ETF | Buy | $1,001 – $15,000 | Mar 26, 2025 | Sep 10, 2026 | 533 | Filing for John L. Ratcliffe JPIE trade |