| MWMichael WhitakerExecutive | US Sustainability Core 1 Portfolio Institutional Class Shares (DFSIX)fund | Buy | $1,001 – $15,000 | Dec 13, 2023 | Aug 17, 2024 | 248 | Filing for Michael Whitaker US Sustainability Core 1 Portfolio Institutional Class Shares (DFSIX) trade |
| MWMichael WhitakerExecutive | DFA Investment Grade Portfolio (DFAPX)fund | Buy | $1,001 – $15,000 | Dec 13, 2023 | Aug 17, 2024 | 248 | Filing for Michael Whitaker DFA Investment Grade Portfolio (DFAPX) trade |
| MWMichael WhitakerExecutive | International Sustainability Core 1 Portfolio (DFSPX)fund | Buy | $1,001 – $15,000 | Dec 13, 2023 | Aug 17, 2024 | 248 | Filing for Michael Whitaker International Sustainability Core 1 Portfolio (DFSPX) trade |
| MWMichael WhitakerExecutive | DFAGlobal Sustainability Fixed Income Portfolio Instl Class Share (DGSFX)fund | Buy | $1,001 – $15,000 | Dec 13, 2023 | Aug 17, 2024 | 248 | Filing for Michael Whitaker DFAGlobal Sustainability Fixed Income Portfolio Instl Class Share (DGSFX) trade |
| MWMichael WhitakerExecutive | DFA Real Estate Securities Portfolio Institutional Class Shares (DFREX)fund | Buy | $1,001 – $15,000 | Dec 11, 2023 | Aug 17, 2024 | 250 | Filing for Michael Whitaker DFA Real Estate Securities Portfolio Institutional Class Shares (DFREX) trade |
| MWMichael WhitakerExecutive | DFAGlobal Core Plus Fixed Income Portfolio Institutional Class Shares (DGCFX)fund | Buy | $1,001 – $15,000 | Dec 11, 2023 | Aug 17, 2024 | 250 | Filing for Michael Whitaker DFAGlobal Core Plus Fixed Income Portfolio Institutional Class Shares (DGCFX) trade |
| MWMichael WhitakerExecutive | Baron Small Cap Fund Institutional Class Shares (BSFIX)fund | Buy | $1,001 – $15,000 | Dec 7, 2023 | Aug 17, 2024 | 254 | Filing for Michael Whitaker Baron Small Cap Fund Institutional Class Shares (BSFIX) trade |
| MWMichael WhitakerExecutive | First Eagle Overseas Fund Class I Shares (SGOIX)fund | Buy | $1,001 – $15,000 | Dec 5, 2023 | Aug 17, 2024 | 256 | Filing for Michael Whitaker First Eagle Overseas Fund Class I Shares (SGOIX) trade |
| MWMichael WhitakerExecutive | PIMCO Income Fund Institutional Classfund | Buy | $15,001 – $50,000 | Nov 15, 2023 | Aug 17, 2024 | 276 | Filing for Michael Whitaker PIMCO Income Fund Institutional Class trade |
Kathy E. ManningD-NCHouse | Seven Bridges Multi-Strategy Fund Ltd.fund | BuySpouse | $100,001 – $250,000 | Aug 1, 2024 | Aug 16, 2024 | 15 | Filing for Kathy E. Manning Seven Bridges Multi-Strategy Fund Ltd. trade |
Kathy E. ManningD-NCHouse | VVisa Inc. | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning V trade |
Kathy E. ManningD-NCHouse | VVisa Inc. | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning V trade |
Kathy E. ManningD-NCHouse | TJXTJX Companies Inc. (The) | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning TJX trade |
Kathy E. ManningD-NCHouse | SYYSysco Corporation | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning SYY trade |
Kathy E. ManningD-NCHouse | CRMSalesforce Inc. | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning CRM trade |
Kathy E. ManningD-NCHouse | CRMSalesforce Inc. | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning CRM trade |
Kathy E. ManningD-NCHouse | CRMSalesforce Inc. | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning CRM trade |
Kathy E. ManningD-NCHouse | QCOMQUALCOMM Incorporated | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning QCOM trade |
Kathy E. ManningD-NCHouse | PGProcter & Gamble Company (The) | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning PG trade |
Kathy E. ManningD-NCHouse | PKGPackaging Corporation of America | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning PKG trade |
Kathy E. ManningD-NCHouse | MSCIMSCI Inc. | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning MSCI trade |
Kathy E. ManningD-NCHouse | MSCIMSCI Inc. | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning MSCI trade |
Kathy E. ManningD-NCHouse | MSFTMicrosoft Corporation | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning MSFT trade |
Kathy E. ManningD-NCHouse | MSFTMicrosoft Corporation | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning MSFT trade |
Kathy E. ManningD-NCHouse | MSFTMicrosoft Corporation | BuySpouse | $15,001 – $50,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning MSFT trade |
Kathy E. ManningD-NCHouse | MICRON SOLUTIONS INC NEWstock | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning MICRON SOLUTIONS INC NEW trade |
Kathy E. ManningD-NCHouse | MRKMerck & Company Inc. | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning MRK trade |
Kathy E. ManningD-NCHouse | MAMastercard Incorporated | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning MA trade |
Kathy E. ManningD-NCHouse | MAMastercard Incorporated | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning MA trade |
Kathy E. ManningD-NCHouse | LRCXLam Research Corporation | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning LRCX trade |
Kathy E. ManningD-NCHouse | JNJJohnson & Johnson | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning JNJ trade |
Kathy E. ManningD-NCHouse | JNJJohnson & Johnson | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning JNJ trade |
Kathy E. ManningD-NCHouse | HDHome Depot Inc. (The) | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning HD trade |
Kathy E. ManningD-NCHouse | HDHome Depot Inc. (The) | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning HD trade |
Kathy E. ManningD-NCHouse | HDHome Depot Inc. (The) | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning HD trade |
Kathy E. ManningD-NCHouse | GRMNGarmin Ltd. | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning GRMN trade |
Kathy E. ManningD-NCHouse | GRMNGarmin Ltd. | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning GRMN trade |
Kathy E. ManningD-NCHouse | GRMNGarmin Ltd. | BuySpouse | $50,001 – $100,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning GRMN trade |
Kathy E. ManningD-NCHouse | EXPDExpeditors International of Washington Inc. | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning EXPD trade |
Kathy E. ManningD-NCHouse | COSTCostco Wholesale Corporation | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning COST trade |
Kathy E. ManningD-NCHouse | CNCCentene Corporation | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning CNC trade |
Kathy E. ManningD-NCHouse | CNCCentene Corporation | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning CNC trade |
Kathy E. ManningD-NCHouse | AAPLApple Inc. | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning AAPL trade |
Kathy E. ManningD-NCHouse | AAPLApple Inc. | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning AAPL trade |
Kathy E. ManningD-NCHouse | AAPLApple Inc. | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning AAPL trade |
Kathy E. ManningD-NCHouse | AMGNAmgen Inc. | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning AMGN trade |
Kathy E. ManningD-NCHouse | ABBVAbbVie Inc. | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning ABBV trade |
Kathy E. ManningD-NCHouse | ABTAbbott Laboratories | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning ABT trade |
Kathy E. ManningD-NCHouse | ABTAbbott Laboratories | BuySpouse | $1,001 – $15,000 | Jul 2, 2024 | Aug 16, 2024 | 45 | Filing for Kathy E. Manning ABT trade |
Josh GottheimerD-NJHouse | TLKPT Telekomunikasi Indonesia Tbk | BuySpouse | $1,001 – $15,000 | Jul 31, 2024 | Aug 15, 2024 | 15 | Filing for Josh Gottheimer TLK trade |