| AHAvril D. HainesExecutive | Hartford Core Equity Fund Class I Shares (HGIIX)fund | Buy | $1,001 – $15,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines Hartford Core Equity Fund Class I Shares (HGIIX) trade |
| AHAvril D. HainesExecutive | Pioneer Disciplined Growth Fund Class Y Shares (INYDX)fund | Buy | $1,001 – $15,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines Pioneer Disciplined Growth Fund Class Y Shares (INYDX) trade |
| AHAvril D. HainesExecutive | First EagleGlobal Fund Class I Shares (SGIIX)fund | Buy | $1,001 – $15,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines First EagleGlobal Fund Class I Shares (SGIIX) trade |
| AHAvril D. HainesExecutive | Metropolitan West (MWTIX)stock | Buy | $15,001 – $50,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines Metropolitan West (MWTIX) trade |
| AHAvril D. HainesExecutive | Parametric TABS 5-to-15 Year Ladderedother | Buy | $15,001 – $50,000 | Sep 20, 2023 | Dec 10, 2024 | 447 | Filing for Avril D. Haines Parametric TABS 5-to-15 Year Laddered trade |
| AHAvril D. HainesExecutive | Touchstone Mid Cap Fund Class Y Shares (TMCPX)fund | Buy | $1,001 – $15,000 | Sep 1, 2023 | Dec 10, 2024 | 466 | Filing for Avril D. Haines Touchstone Mid Cap Fund Class Y Shares (TMCPX) trade |
| AHAvril D. HainesExecutive | Alger Focus Equity Fund Class Z Shares (ALZFX)fund | Buy | $1,001 – $15,000 | Mar 23, 2023 | Dec 10, 2024 | 628 | Filing for Avril D. Haines Alger Focus Equity Fund Class Z Shares (ALZFX) trade |
| AHAvril D. HainesExecutive | First EagleGlobal Fund Class I Shares (SGIIX)fund | Buy | $15,001 – $50,000 | Feb 28, 2023 | Dec 10, 2024 | 651 | Filing for Avril D. Haines First EagleGlobal Fund Class I Shares (SGIIX) trade |
| AHAvril D. HainesExecutive | PIMCO Income Fund Class I-2 Sharesfund | Buy | $15,001 – $50,000 | Jan 19, 2023 | Dec 10, 2024 | 691 | Filing for Avril D. Haines PIMCO Income Fund Class I-2 Shares trade |
Jared MoskowitzD-FLHouse | TSCOTractor Supply Company | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz TSCO trade |
Jared MoskowitzD-FLHouse | TSCOTractor Supply Company | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz TSCO trade |
Jared MoskowitzD-FLHouse | TMUST-Mobile US Inc. | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz TMUS trade |
Jared MoskowitzD-FLHouse | XLEState Street Energy Select Sector SPDR ETF | Buy | $15,001 – $50,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz XLE trade |
Jared MoskowitzD-FLHouse | TXNTexas Instruments Incorporated | Buy | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz TXN trade |
Jared MoskowitzD-FLHouse | SHWSherwin-Williams Company (The) | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz SHW trade |
Jared MoskowitzD-FLHouse | SHWSherwin-Williams Company (The) | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz SHW trade |
Jared MoskowitzD-FLHouse | SHWSherwin-Williams Company (The) | Buy | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz SHW trade |
Jared MoskowitzD-FLHouse | QCOMQUALCOMM Incorporated | Buy | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz QCOM trade |
Jared MoskowitzD-FLHouse | PEPPepsiCo Inc. | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz PEP trade |
Jared MoskowitzD-FLHouse | PEPPepsiCo Inc. | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz PEP trade |
Jared MoskowitzD-FLHouse | ORCLOracle Corporation | Buy | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz ORCL trade |
Jared MoskowitzD-FLHouse | NVDANVIDIA Corporation | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz NVDA trade |
Jared MoskowitzD-FLHouse | METAMeta Platforms Inc. Class A | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz META trade |
Jared MoskowitzD-FLHouse | MRKMerck & Company Inc. | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz MRK trade |
Jared MoskowitzD-FLHouse | MCDMcDonald's Corporation | Buy | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz MCD trade |
Jared MoskowitzD-FLHouse | LMTLockheed Martin Corporation | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz LMT trade |
Jared MoskowitzD-FLHouse | LINLinde plc | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz LIN trade |
Jared MoskowitzD-FLHouse | LINLinde plc | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz LIN trade |
Jared MoskowitzD-FLHouse | JPMJP Morgan Chase & Co. | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz JPM trade |
Jared MoskowitzD-FLHouse | JNJJohnson & Johnson | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz JNJ trade |
Jared MoskowitzD-FLHouse | HDHome Depot Inc. (The) | Buy | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz HD trade |
Jared MoskowitzD-FLHouse | ELVElevance Health Inc. | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz ELV trade |
Jared MoskowitzD-FLHouse | CMICummins Inc. | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz CMI trade |
Jared MoskowitzD-FLHouse | CMICummins Inc. | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz CMI trade |
Jared MoskowitzD-FLHouse | AVGOBroadcom Inc. | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz AVGO trade |
Jared MoskowitzD-FLHouse | AVGOBroadcom Inc. | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz AVGO trade |
Jared MoskowitzD-FLHouse | BRK.BBerkshire Hathaway Inc. | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz BRK.B trade |
Jared MoskowitzD-FLHouse | ATOAtmos Energy Corporation | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz ATO trade |
Jared MoskowitzD-FLHouse | ADIAnalog Devices Inc. | Buy | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz ADI trade |
Jared MoskowitzD-FLHouse | AMZNAmazon.com Inc. | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz AMZN trade |
Jared MoskowitzD-FLHouse | AMZNAmazon.com Inc. | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz AMZN trade |
Jared MoskowitzD-FLHouse | AMZNAmazon.com Inc. | Buy | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz AMZN trade |
Jared MoskowitzD-FLHouse | GOOGAlphabet Inc. Class C | BuyDependent child | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz GOOG trade |
Jared MoskowitzD-FLHouse | ACNAccenture plc Class A | Buy | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz ACN trade |
Donald S. Beyer, Jr.D-VAHouse | Virginia State Housing Development 3.5% 07/01/30bond | BuyJoint | $15,001 – $50,000 | Nov 21, 2024 | Dec 7, 2024 | 16 | Filing for Donald S. Beyer, Jr. Virginia State Housing Development 3.5% 07/01/30 trade |
Donald S. Beyer, Jr.D-VAHouse | Virginia State Housing Development 3.4% 07/01/29bond | BuyJoint | $15,001 – $50,000 | Nov 21, 2024 | Dec 7, 2024 | 16 | Filing for Donald S. Beyer, Jr. Virginia State Housing Development 3.4% 07/01/29 trade |
Earl BlumenauerD-ORHouse | Comcast Corp 1.95%31bond | BuySpouse | $15,001 – $50,000 | Nov 21, 2024 | Dec 7, 2024 | 16 | Filing for Earl Blumenauer Comcast Corp 1.95%31 trade |
Earl BlumenauerD-ORHouse | US Treasur NT 4%01/27bond | BuySpouse | $15,001 – $50,000 | Nov 19, 2024 | Dec 7, 2024 | 18 | Filing for Earl Blumenauer US Treasur NT 4%01/27 trade |
Earl BlumenauerD-ORHouse | US Treasu NT 4.625%02/26bond | BuySpouse | $15,001 – $50,000 | Nov 19, 2024 | Dec 7, 2024 | 18 | Filing for Earl Blumenauer US Treasu NT 4.625%02/26 trade |
Earl BlumenauerD-ORHouse | NWNNorthwest Natural Holding Company | BuySpouse | $1,001 – $15,000 | Nov 15, 2024 | Dec 7, 2024 | 22 | Filing for Earl Blumenauer NWN trade |