Josh GottheimerD-NJHouse | Tri Pointe Homes, Inc. Common Stockstock | BuyJoint | $1,001 – $15,000 | Apr 21, 2025 | May 14, 2025 | 23 | Filing for Josh Gottheimer Tri Pointe Homes, Inc. Common Stock trade |
Josh GottheimerD-NJHouse | TECHTRONIC INDUS LTD ADRstock | BuyJoint | $1,001 – $15,000 | Apr 21, 2025 | May 14, 2025 | 23 | Filing for Josh Gottheimer TECHTRONIC INDUS LTD ADR trade |
Josh GottheimerD-NJHouse | TLKPT Telekomunikasi Indonesia Tbk | BuyJoint | $1,001 – $15,000 | Apr 21, 2025 | May 14, 2025 | 23 | Filing for Josh Gottheimer TLK trade |
Josh GottheimerD-NJHouse | HDHome Depot Inc. (The) | BuyJoint | $1,001 – $15,000 | Apr 21, 2025 | May 14, 2025 | 23 | Filing for Josh Gottheimer HD trade |
Josh GottheimerD-NJHouse | DHID.R. Horton Inc. | BuyJoint | $1,001 – $15,000 | Apr 21, 2025 | May 14, 2025 | 23 | Filing for Josh Gottheimer DHI trade |
| DBDouglas J. BurgumRExecutive | Vanguard Equity Income Fund Admiral Shares (VEIRX)fund | Buy | $1,001 – $15,000 | Apr 16, 2025 | May 14, 2025 | 28 | Filing for Douglas J. Burgum Vanguard Equity Income Fund Admiral Shares (VEIRX) trade |
| DBDouglas J. BurgumRExecutive | Janus Henderson Overseas Fund Class I Shares (JIGFX)fund | Buy | $1,001 – $15,000 | Apr 16, 2025 | May 14, 2025 | 28 | Filing for Douglas J. Burgum Janus Henderson Overseas Fund Class I Shares (JIGFX) trade |
| DBDouglas J. BurgumRExecutive | IWFiShares Russell 1000 Growth Fund | Buy | $1,001 – $15,000 | Apr 16, 2025 | May 14, 2025 | 28 | Filing for Douglas J. Burgum IWF trade |
| DBDouglas J. BurgumRExecutive | Columbia Dividend Income Fund Institutional 2 Class Shares (CDDRX)fund | Buy | $1,001 – $15,000 | Apr 16, 2025 | May 14, 2025 | 28 | Filing for Douglas J. Burgum Columbia Dividend Income Fund Institutional 2 Class Shares (CDDRX) trade |
| DBDouglas J. BurgumRExecutive | Janus Henderson Overseas Fund Class I Shares (JIGFX)fund | Buy | $1,001 – $15,000 | Apr 16, 2025 | May 14, 2025 | 28 | Filing for Douglas J. Burgum Janus Henderson Overseas Fund Class I Shares (JIGFX) trade |
| DBDouglas J. BurgumRExecutive | Columbia Dividend Income Fund Institutional 2 Class Shares (CDDRX)fund | Buy | $1,001 – $15,000 | Apr 16, 2025 | May 14, 2025 | 28 | Filing for Douglas J. Burgum Columbia Dividend Income Fund Institutional 2 Class Shares (CDDRX) trade |
Julie JohnsonD-TXHouse | MMM3M Company | BuyJoint | $1,001 – $15,000 | Apr 11, 2025 | May 14, 2025 | 33 | Filing for Julie Johnson MMM trade |
Josh GottheimerD-NJHouse | SCHWCharles Schwab Corporation (The) | BuyJoint | $1,001 – $15,000 | Apr 7, 2025 | May 14, 2025 | 37 | Filing for Josh Gottheimer SCHW trade |
Josh GottheimerD-NJHouse | MMM3M Company | BuyJoint | $1,001 – $15,000 | Apr 5, 2025 | May 14, 2025 | 39 | Filing for Josh Gottheimer MMM trade |
Josh GottheimerD-NJHouse | MSFTMicrosoft Corporation | BuyJoint | $50,001 – $100,000 | Apr 4, 2025 | May 14, 2025 | 40 | Filing for Josh Gottheimer MSFT trade |
Josh GottheimerD-NJHouse | FISVFiserv Inc. | BuyJoint | $1,001 – $15,000 | Apr 4, 2025 | May 14, 2025 | 40 | Filing for Josh Gottheimer FISV trade |
Josh GottheimerD-NJHouse | BABAAlibaba Group Holding Limited ADR | BuyJoint | $1,001 – $15,000 | Apr 4, 2025 | May 14, 2025 | 40 | Filing for Josh Gottheimer BABA trade |
Josh GottheimerD-NJHouse | ABBVAbbVie Inc. | BuyJoint | $1,001 – $15,000 | Apr 3, 2025 | May 14, 2025 | 41 | Filing for Josh Gottheimer ABBV trade |
Josh GottheimerD-NJHouse | ABBVAbbVie Inc. | BuyJoint | $1,001 – $15,000 | Apr 1, 2025 | May 14, 2025 | 43 | Filing for Josh Gottheimer ABBV trade |
Julie JohnsonD-TXHouse | COFCapital One Financial Corporation | BuyJoint | $1,001 – $15,000 | Apr 1, 2025 | May 14, 2025 | 43 | Filing for Julie Johnson COF trade |
Julie JohnsonD-TXHouse | MMM3M Company | BuyJoint | $1,001 – $15,000 | Apr 1, 2025 | May 14, 2025 | 43 | Filing for Julie Johnson MMM trade |
| DBDouglas J. BurgumRExecutive | Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX)fund | Buy | $15,001 – $50,000 | Mar 28, 2025 | May 14, 2025 | 47 | Filing for Douglas J. Burgum Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX) trade |
| DBDouglas J. BurgumRExecutive | Vanguard Equity Income Fund Admiral Shares (VEIRX)fund | Buy | $15,001 – $50,000 | Mar 28, 2025 | May 14, 2025 | 47 | Filing for Douglas J. Burgum Vanguard Equity Income Fund Admiral Shares (VEIRX) trade |
| DBDouglas J. BurgumRExecutive | T Rowe Price Mid-Cap Value Fund, Inc Class I Shares (TRMIX)fund | Buy | $1,001 – $15,000 | Mar 28, 2025 | May 14, 2025 | 47 | Filing for Douglas J. Burgum T Rowe Price Mid-Cap Value Fund, Inc Class I Shares (TRMIX) trade |
| DBDouglas J. BurgumRExecutive | Massachusetts Investors Growth Stock Fund Class I Shares (MGTIX)fund | Buy | $15,001 – $50,000 | Mar 28, 2025 | May 14, 2025 | 47 | Filing for Douglas J. Burgum Massachusetts Investors Growth Stock Fund Class I Shares (MGTIX) trade |
| DBDouglas J. BurgumRExecutive | Janus Henderson Overseas Fund Class I Shares (JIGFX)fund | Buy | $15,001 – $50,000 | Mar 28, 2025 | May 14, 2025 | 47 | Filing for Douglas J. Burgum Janus Henderson Overseas Fund Class I Shares (JIGFX) trade |
| DBDouglas J. BurgumRExecutive | Janus Henderson Enterprise Fund Class I Shares (JMGRX)fund | Buy | $15,001 – $50,000 | Mar 28, 2025 | May 14, 2025 | 47 | Filing for Douglas J. Burgum Janus Henderson Enterprise Fund Class I Shares (JMGRX) trade |
| DBDouglas J. BurgumRExecutive | IWFiShares Russell 1000 Growth Fund | Buy | $15,001 – $50,000 | Mar 28, 2025 | May 14, 2025 | 47 | Filing for Douglas J. Burgum IWF trade |
| DBDouglas J. BurgumRExecutive | GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX)fund | Buy | $1,001 – $15,000 | Mar 28, 2025 | May 14, 2025 | 47 | Filing for Douglas J. Burgum GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) trade |
| DBDouglas J. BurgumRExecutive | Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX)fund | Buy | $1,001 – $15,000 | Mar 28, 2025 | May 14, 2025 | 47 | Filing for Douglas J. Burgum Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) trade |
| DBDouglas J. BurgumRExecutive | Columbia Dividend Income Fund Institutional 2 Class Shares (CDDRX)fund | Buy | $15,001 – $50,000 | Mar 28, 2025 | May 14, 2025 | 47 | Filing for Douglas J. Burgum Columbia Dividend Income Fund Institutional 2 Class Shares (CDDRX) trade |
| DBDouglas J. BurgumRExecutive | T Rowe Price Mid-Cap Value Fund, Inc Class I Shares (TRMIX)fund | Buy | $1,001 – $15,000 | Mar 26, 2025 | May 14, 2025 | 49 | Filing for Douglas J. Burgum T Rowe Price Mid-Cap Value Fund, Inc Class I Shares (TRMIX) trade |
| DBDouglas J. BurgumRExecutive | Massachusetts Investors Growth Stock Fund Class I Shares (MGTIX)fund | Buy | $1,001 – $15,000 | Mar 26, 2025 | May 14, 2025 | 49 | Filing for Douglas J. Burgum Massachusetts Investors Growth Stock Fund Class I Shares (MGTIX) trade |
| DBDouglas J. BurgumRExecutive | Janus Henderson Overseas Fund Class I Shares (JIGFX)fund | Buy | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Douglas J. Burgum Janus Henderson Overseas Fund Class I Shares (JIGFX) trade |
| DBDouglas J. BurgumRExecutive | IWFiShares Russell 1000 Growth Fund | Buy | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Douglas J. Burgum IWF trade |
| DBDouglas J. BurgumRExecutive | GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX)fund | Buy | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Douglas J. Burgum GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) trade |
| DBDouglas J. BurgumRExecutive | Vanguard Equity Income Fund Admiral Shares (VEIRX)fund | Buy | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Douglas J. Burgum Vanguard Equity Income Fund Admiral Shares (VEIRX) trade |
| DBDouglas J. BurgumRExecutive | Massachusetts Investors Growth Stock Fund Class I Shares (MGTIX)fund | Buy | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Douglas J. Burgum Massachusetts Investors Growth Stock Fund Class I Shares (MGTIX) trade |
| DBDouglas J. BurgumRExecutive | Columbia Dividend Income Fund Institutional 2 Class Shares (CDDRX)fund | Buy | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Douglas J. Burgum Columbia Dividend Income Fund Institutional 2 Class Shares (CDDRX) trade |
| DBDouglas J. BurgumRExecutive | Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX)etf | Buy | $1,001 – $15,000 | Mar 24, 2025 | May 14, 2025 | 51 | Filing for Douglas J. Burgum Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) trade |
| DBDouglas J. BurgumRExecutive | PIMCO Income Fund Institutional Class Shares (PIMIX)fund | Buy | $1,001 – $15,000 | Mar 24, 2025 | May 14, 2025 | 51 | Filing for Douglas J. Burgum PIMCO Income Fund Institutional Class Shares (PIMIX) trade |
| DBDouglas J. BurgumRExecutive | VONGVanguard Russell 1000 Growth ETF | Buy | $1,001 – $15,000 | Mar 12, 2025 | May 14, 2025 | 63 | Filing for Douglas J. Burgum VONG trade |
| DBDouglas J. BurgumRExecutive | USHYiShares Broad USD High Yield Corporate Bond ETF | Buy | $1,001 – $15,000 | Mar 12, 2025 | May 14, 2025 | 63 | Filing for Douglas J. Burgum USHY trade |
| DBDouglas J. BurgumRExecutive | PIMCO Investment Grade Credit Bond Fund Class I-2 Shares (PBDPX)fund | Buy | $1,001 – $15,000 | Mar 12, 2025 | May 14, 2025 | 63 | Filing for Douglas J. Burgum PIMCO Investment Grade Credit Bond Fund Class I-2 Shares (PBDPX) trade |
| DBDouglas J. BurgumRExecutive | IDEViShares Core MSCI International Developed Markets ETF | Buy | $1,001 – $15,000 | Mar 12, 2025 | May 14, 2025 | 63 | Filing for Douglas J. Burgum IDEV trade |
| DBDouglas J. BurgumRExecutive | Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX)fund | Buy | $1,001 – $15,000 | Mar 12, 2025 | May 14, 2025 | 63 | Filing for Douglas J. Burgum Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX) trade |
| DBDouglas J. BurgumRExecutive | Edgewood Growth Fund Institutional Class Shares (EGFIX)fund | Buy | $1,001 – $15,000 | Mar 12, 2025 | May 14, 2025 | 63 | Filing for Douglas J. Burgum Edgewood Growth Fund Institutional Class Shares (EGFIX) trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures V, LPother | Buy | $100,001 – $250,000 | Feb 26, 2025 | May 14, 2025 | 77 | Filing for Douglas J. Burgum Arthur Ventures V, LP trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures V, LPother | Buy | $1,001 – $15,000 | Feb 26, 2025 | May 14, 2025 | 77 | Filing for Douglas J. Burgum Arthur Ventures V, LP trade |
| DBDouglas J. BurgumRExecutive | SPYGState Street SPDR Portfolio S&P 500 Growth ETF | Buy | $15,001 – $50,000 | Feb 21, 2025 | May 14, 2025 | 82 | Filing for Douglas J. Burgum SPYG trade |