| PJPhilip JeffersonExecutive | Schwab US Large-Cap Growth Index Fund (SWLGX)fund | Buy | $1,001 – $15,000 | Dec 28, 2022 | May 20, 2023 | 143 | Filing for Philip Jefferson Schwab US Large-Cap Growth Index Fund (SWLGX) trade |
| DRDonald RemyExecutive | AMERICAN BEACON AHL MNGD FUTURES STRAT Y (Dividend reinvestment)stock | Buy | $1,001 – $15,000 | Dec 22, 2022 | May 20, 2023 | 149 | Filing for Donald Remy AMERICAN BEACON AHL MNGD FUTURES STRAT Y (Dividend reinvestment) trade |
| DRDonald RemyExecutive | AMERICAN BEACON AHL MNGD FUTURES STRAT Y (Dividend reinvestment)stock | Buy | $1,001 – $15,000 | Dec 22, 2022 | May 20, 2023 | 149 | Filing for Donald Remy AMERICAN BEACON AHL MNGD FUTURES STRAT Y (Dividend reinvestment) trade |
| DRDonald RemyExecutive | AMERICAN BEACON AHL MNGD FUTURES STRAT Y (Dividend reinvestment)stock | Buy | $1,001 – $15,000 | Dec 22, 2022 | May 20, 2023 | 149 | Filing for Donald Remy AMERICAN BEACON AHL MNGD FUTURES STRAT Y (Dividend reinvestment) trade |
| KHKathleen HicksExecutive | Vanguard S&P 500 Value Index FundETFetf | Buy | $15,001 – $50,000 | Dec 22, 2022 | May 20, 2023 | 149 | Filing for Kathleen Hicks Vanguard S&P 500 Value Index FundETF trade |
| DRDonald RemyExecutive | VANGUARD WORLD FUND INTL GROWTH (VWILX)(Dividend Reinvestment)fund | Buy | $1,001 – $15,000 | Dec 15, 2022 | May 20, 2023 | 156 | Filing for Donald Remy VANGUARD WORLD FUND INTL GROWTH (VWILX)(Dividend Reinvestment) trade |
| DRDonald RemyExecutive | JPMORGAN TR I LARGE CAP VALUE FD CL (JLVMX) (Dividend Reinvestment)fund | Buy | $1,001 – $15,000 | Dec 14, 2022 | May 20, 2023 | 157 | Filing for Donald Remy JPMORGAN TR I LARGE CAP VALUE FD CL (JLVMX) (Dividend Reinvestment) trade |
| DRDonald RemyExecutive | COLUMBIA FDS SER TR I GLBL TECHNOLOGY GROWTH FS INSTIL (CGUTX)fund | Buy | $1,001 – $15,000 | Nov 18, 2022 | May 20, 2023 | 183 | Filing for Donald Remy COLUMBIA FDS SER TR I GLBL TECHNOLOGY GROWTH FS INSTIL (CGUTX) trade |
| DRDonald RemyExecutive | HAMILTON CNTY IND GO 4% 01/15/31 JJbond | Buy | $1,001 – $15,000 | Nov 17, 2022 | May 20, 2023 | 184 | Filing for Donald Remy HAMILTON CNTY IND GO 4% 01/15/31 JJ trade |
| DRDonald RemyExecutive | AMERICAN BEACON AHL MNGD FUTURES STRAT Ystock | Buy | $1,001 – $15,000 | Nov 15, 2022 | May 20, 2023 | 186 | Filing for Donald Remy AMERICAN BEACON AHL MNGD FUTURES STRAT Y trade |
| DRDonald RemyExecutive | VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETFetf | Buy | $1,001 – $15,000 | Nov 8, 2022 | May 20, 2023 | 193 | Filing for Donald Remy VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF trade |
| DRDonald RemyExecutive | IEMGiShares Core MSCI Emerging Markets ETF | Buy | $1,001 – $15,000 | Nov 8, 2022 | May 20, 2023 | 193 | Filing for Donald Remy IEMG trade |
| DRDonald RemyExecutive | EZUiShares MSCI Eurozone ETF | Buy | $1,001 – $15,000 | Nov 8, 2022 | May 20, 2023 | 193 | Filing for Donald Remy EZU trade |
| DRDonald RemyExecutive | ISHARES INC MSCI JPN ETF NEWetf | Buy | $1,001 – $15,000 | Nov 8, 2022 | May 20, 2023 | 193 | Filing for Donald Remy ISHARES INC MSCI JPN ETF NEW trade |
| DRDonald RemyExecutive | ISHARES INC MSCI PAC JP ETFetf | Buy | $1,001 – $15,000 | Nov 8, 2022 | May 20, 2023 | 193 | Filing for Donald Remy ISHARES INC MSCI PAC JP ETF trade |
| KHKathleen HicksExecutive | XLPState Street Consumer Staples Select Sector SPDR ETF | Buy | $100,001 – $250,000 | Sep 16, 2022 | May 20, 2023 | 246 | Filing for Kathleen Hicks XLP trade |
| DRDonald RemyExecutive | JP MORGAN EXHANGE TRADED FUNDfund | Buy | $15,001 – $50,000 | Sep 1, 2022 | May 20, 2023 | 261 | Filing for Donald Remy JP MORGAN EXHANGE TRADED FUND trade |
| DRDonald RemyExecutive | JPMORGAN TR I LARGE CAP VALUE FD CLfund | Buy | $15,001 – $50,000 | Sep 1, 2022 | May 20, 2023 | 261 | Filing for Donald Remy JPMORGAN TR I LARGE CAP VALUE FD CL trade |
| DRDonald RemyExecutive | ISHARES TRUST ISHARESetf | Buy | $15,001 – $50,000 | Sep 1, 2022 | May 20, 2023 | 261 | Filing for Donald Remy ISHARES TRUST ISHARES trade |
| DRDonald RemyExecutive | IJHiShares Core S&P Mid-Cap ETF | Buy | $15,001 – $50,000 | Sep 1, 2022 | May 20, 2023 | 261 | Filing for Donald Remy IJH trade |
| DRDonald RemyExecutive | IWMiShares Russell 2000 Index Fund | Buy | $15,001 – $50,000 | Sep 1, 2022 | May 20, 2023 | 261 | Filing for Donald Remy IWM trade |
| DRDonald RemyExecutive | JP MORGAN TR II (JCBUX)stock | Buy | $1,001 – $15,000 | Aug 19, 2022 | May 20, 2023 | 274 | Filing for Donald Remy JP MORGAN TR II (JCBUX) trade |
| DRDonald RemyExecutive | VANGUARD BOND INDEX FD INC TOTAL BD (VBTLX)bond | Buy | $1,001 – $15,000 | Aug 19, 2022 | May 20, 2023 | 274 | Filing for Donald Remy VANGUARD BOND INDEX FD INC TOTAL BD (VBTLX) trade |
| DRDonald RemyExecutive | VANGUARD FIXED INCOME SECS INTER TERM (VFIDX)stock | Buy | $1,001 – $15,000 | Aug 19, 2022 | May 20, 2023 | 274 | Filing for Donald Remy VANGUARD FIXED INCOME SECS INTER TERM (VFIDX) trade |
| DRDonald RemyExecutive | PIMCO TOTAL RETURN ESG FUND CLASS (PTSAX)fund | Buy | $1,001 – $15,000 | Aug 19, 2022 | May 20, 2023 | 274 | Filing for Donald Remy PIMCO TOTAL RETURN ESG FUND CLASS (PTSAX) trade |
| DRDonald RemyExecutive | JPMORGAN TR I JPMORGAN SHORT DURATION CORE (JSDRX)stock | Buy | $1,001 – $15,000 | Aug 19, 2022 | May 20, 2023 | 274 | Filing for Donald Remy JPMORGAN TR I JPMORGAN SHORT DURATION CORE (JSDRX) trade |
| DRDonald RemyExecutive | DODGE & COX INCOME FUND INVESTOR (DODIX)fund | Buy | $1,001 – $15,000 | Aug 19, 2022 | May 20, 2023 | 274 | Filing for Donald Remy DODGE & COX INCOME FUND INVESTOR (DODIX) trade |
| DRDonald RemyExecutive | DELAWARE GROUP GLOBAL & INTLFDS EMERGING MARKETS (DEMZX)stock | Buy | $1,001 – $15,000 | Aug 19, 2022 | May 20, 2023 | 274 | Filing for Donald Remy DELAWARE GROUP GLOBAL & INTLFDS EMERGING MARKETS (DEMZX) trade |
| DRDonald RemyExecutive | VERMONT ST GO 5% 08/15/31 FAbond | Buy | $1,001 – $15,000 | Jul 6, 2022 | May 20, 2023 | 318 | Filing for Donald Remy VERMONT ST GO 5% 08/15/31 FA trade |
| DRDonald RemyExecutive | EZUiShares MSCI Eurozone ETF | Buy | $1,001 – $15,000 | Jun 16, 2022 | May 20, 2023 | 338 | Filing for Donald Remy EZU trade |
| DRDonald RemyExecutive | IVWiShares S&P 500 Growth ETF | Buy | $1,001 – $15,000 | Jun 16, 2022 | May 20, 2023 | 338 | Filing for Donald Remy IVW trade |
| DRDonald RemyExecutive | EZUiShares MSCI Eurozone ETF | Buy | $1,001 – $15,000 | Jun 16, 2022 | May 20, 2023 | 338 | Filing for Donald Remy EZU trade |
| DRDonald RemyExecutive | JOHCM INTERNATIONAL SELECT INSTLstock | Buy | $1,001 – $15,000 | Jun 14, 2022 | May 20, 2023 | 340 | Filing for Donald Remy JOHCM INTERNATIONAL SELECT INSTL trade |
| DRDonald RemyExecutive | ARTISAN FOCUS FUND INSTLfund | Buy | $1,001 – $15,000 | Jun 14, 2022 | May 20, 2023 | 340 | Filing for Donald Remy ARTISAN FOCUS FUND INSTL trade |
| DRDonald RemyExecutive | AKRE FOCUS FUND INSTLfund | Buy | $1,001 – $15,000 | Jun 14, 2022 | May 20, 2023 | 340 | Filing for Donald Remy AKRE FOCUS FUND INSTL trade |
| DRDonald RemyExecutive | XLYState Street Consumer Discretionary Select Sector SPDR ETF | Buy | $1,001 – $15,000 | May 20, 2022 | May 20, 2023 | 365 | Filing for Donald Remy XLY trade |
| DRDonald RemyExecutive | HARTFORD MUT FDS INC (HMDFX)fund | Buy | $1,001 – $15,000 | May 20, 2022 | May 20, 2023 | 365 | Filing for Donald Remy HARTFORD MUT FDS INC (HMDFX) trade |
| DRDonald RemyExecutive | ADVISORS EDGEWOOD GROWTH (EGFIX)stock | Buy | $1,001 – $15,000 | May 20, 2022 | May 20, 2023 | 365 | Filing for Donald Remy ADVISORS EDGEWOOD GROWTH (EGFIX) trade |
| DRDonald RemyExecutive | ALLSPRING DISCOVERY SMID CAPGROWTH FUND (WFDRX)fund | Buy | $1,001 – $15,000 | May 20, 2022 | May 20, 2023 | 365 | Filing for Donald Remy ALLSPRING DISCOVERY SMID CAPGROWTH FUND (WFDRX) trade |
| DRDonald RemyExecutive | VANGUARD WORLD FUND INTL GROWTH (VWILX)fund | Buy | $1,001 – $15,000 | May 20, 2022 | May 20, 2023 | 365 | Filing for Donald Remy VANGUARD WORLD FUND INTL GROWTH (VWILX) trade |
| DRDonald RemyExecutive | JPMORGAN TR II MID CAP GROWTH FD CL (JMGMX)fund | Buy | $1,001 – $15,000 | May 20, 2022 | May 20, 2023 | 365 | Filing for Donald Remy JPMORGAN TR II MID CAP GROWTH FD CL (JMGMX) trade |
| DRDonald RemyExecutive | DELAWARE GROUP GLOBAL (DEMZX)stock | Buy | $1,001 – $15,000 | May 20, 2022 | May 20, 2023 | 365 | Filing for Donald Remy DELAWARE GROUP GLOBAL (DEMZX) trade |
| DRDonald RemyExecutive | AMERICAN BEACON AHL MNGD FUTURES STRAT Ystock | Buy | $1,001 – $15,000 | Mar 31, 2022 | May 20, 2023 | 415 | Filing for Donald Remy AMERICAN BEACON AHL MNGD FUTURES STRAT Y trade |
| DRDonald RemyExecutive | AMERICAN BEACON AHL MNGD FUTURES STRAT Ystock | Buy | $1,001 – $15,000 | Mar 22, 2022 | May 20, 2023 | 424 | Filing for Donald Remy AMERICAN BEACON AHL MNGD FUTURES STRAT Y trade |
| DRDonald RemyExecutive | WCM FOCUSED INTERNATIONAL (WCMIX)stock | Buy | $1,001 – $15,000 | Mar 4, 2022 | May 20, 2023 | 442 | Filing for Donald Remy WCM FOCUSED INTERNATIONAL (WCMIX) trade |
| DRDonald RemyExecutive | VANGUARD WORLD FUND (VWILX)fund | Buy | $1,001 – $15,000 | Mar 4, 2022 | May 20, 2023 | 442 | Filing for Donald Remy VANGUARD WORLD FUND (VWILX) trade |
| DRDonald RemyExecutive | ADVISORS EDGEWOOD GROWTH (EGFIX)stock | Buy | $1,001 – $15,000 | Mar 4, 2022 | May 20, 2023 | 442 | Filing for Donald Remy ADVISORS EDGEWOOD GROWTH (EGFIX) trade |
| DRDonald RemyExecutive | ALLSPRING DISCOVERY SMID CAPGROWTH FUND (WFDRX)fund | Buy | $1,001 – $15,000 | Feb 18, 2022 | May 20, 2023 | 456 | Filing for Donald Remy ALLSPRING DISCOVERY SMID CAPGROWTH FUND (WFDRX) trade |
| DRDonald RemyExecutive | VANGUARD WORLD FUND INTL GROWTH (VWILX)fund | Buy | $1,001 – $15,000 | Feb 18, 2022 | May 20, 2023 | 456 | Filing for Donald Remy VANGUARD WORLD FUND INTL GROWTH (VWILX) trade |
| DRDonald RemyExecutive | JPMORGAN TR I LARGE CAP GROWTH (JLGMX)stock | Buy | $1,001 – $15,000 | Feb 18, 2022 | May 20, 2023 | 456 | Filing for Donald Remy JPMORGAN TR I LARGE CAP GROWTH (JLGMX) trade |