| MZMitchell M. ZaisExecutive | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX)fund | Buy | $1,001 – $15,000 | Mar 25, 2020 | Nov 10, 2021 | 595 | Filing for Mitchell M. Zais Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) trade |
| MZMitchell M. ZaisExecutive | USAA High Income Fund INSTL (UIHIX)fund | Buy | $1,001 – $15,000 | Mar 25, 2020 | Nov 10, 2021 | 595 | Filing for Mitchell M. Zais USAA High Income Fund INSTL (UIHIX) trade |
| MZMitchell M. ZaisExecutive | Disney walt co discretionstock | Buy | $1,001 – $15,000 | Oct 29, 2019 | Nov 10, 2021 | 743 | Filing for Mitchell M. Zais Disney walt co discretion trade |
| MZMitchell M. ZaisExecutive | BABoeing Company (The) | Buy | $1,001 – $15,000 | Oct 29, 2019 | Nov 10, 2021 | 743 | Filing for Mitchell M. Zais BA trade |
| MZMitchell M. ZaisExecutive | Bristol-meyers squibb co comstock | Buy | $1,001 – $15,000 | Oct 29, 2019 | Nov 10, 2021 | 743 | Filing for Mitchell M. Zais Bristol-meyers squibb co com trade |
| MZMitchell M. ZaisExecutive | Essex Rental Corporation - Common Stock (ESSX)stock | Buy | $1,001 – $15,000 | Sep 4, 2019 | Nov 10, 2021 | 798 | Filing for Mitchell M. Zais Essex Rental Corporation - Common Stock (ESSX) trade |
| MZMitchell M. ZaisExecutive | AMGNAmgen Inc. | Buy | $1,001 – $15,000 | Sep 4, 2019 | Nov 10, 2021 | 798 | Filing for Mitchell M. Zais AMGN trade |
| MZMitchell M. ZaisExecutive | Essex Rental Corporation - Common Stock (ESSX)stock | Buy | $1,001 – $15,000 | Aug 30, 2019 | Nov 10, 2021 | 803 | Filing for Mitchell M. Zais Essex Rental Corporation - Common Stock (ESSX) trade |
| MZMitchell M. ZaisExecutive | AMGNAmgen Inc. | Buy | $1,001 – $15,000 | Aug 30, 2019 | Nov 10, 2021 | 803 | Filing for Mitchell M. Zais AMGN trade |
| MZMitchell M. ZaisExecutive | MTBM&T Bank Corporation | Buy | $1,001 – $15,000 | Jul 12, 2019 | Nov 10, 2021 | 852 | Filing for Mitchell M. Zais MTB trade |
| MZMitchell M. ZaisExecutive | BAXBaxter International Inc. | Buy | $1,001 – $15,000 | Jul 12, 2019 | Nov 10, 2021 | 852 | Filing for Mitchell M. Zais BAX trade |
| MZMitchell M. ZaisExecutive | ORCLOracle Corporation | Buy | $1,001 – $15,000 | Jul 11, 2019 | Nov 10, 2021 | 853 | Filing for Mitchell M. Zais ORCL trade |
| MZMitchell M. ZaisExecutive | ITWIllinois Tool Works Inc. | Buy | $1,001 – $15,000 | Jul 11, 2019 | Nov 10, 2021 | 853 | Filing for Mitchell M. Zais ITW trade |
| MZMitchell M. ZaisExecutive | CMICummins Inc. | Buy | $1,001 – $15,000 | Jul 11, 2019 | Nov 10, 2021 | 853 | Filing for Mitchell M. Zais CMI trade |
| MZMitchell M. ZaisExecutive | AXPAmerican Express Company | Buy | $1,001 – $15,000 | Jul 11, 2019 | Nov 10, 2021 | 853 | Filing for Mitchell M. Zais AXP trade |
| MZMitchell M. ZaisExecutive | RFRegions Financial Corporation | Buy | $1,001 – $15,000 | Jul 10, 2019 | Nov 10, 2021 | 854 | Filing for Mitchell M. Zais RF trade |
| MZMitchell M. ZaisExecutive | TGTTarget Corporation | Buy | $1,001 – $15,000 | Jul 10, 2019 | Nov 10, 2021 | 854 | Filing for Mitchell M. Zais TGT trade |
| MZMitchell M. ZaisExecutive | PMPhilip Morris International Inc | Buy | $1,001 – $15,000 | Jul 10, 2019 | Nov 10, 2021 | 854 | Filing for Mitchell M. Zais PM trade |
| MZMitchell M. ZaisExecutive | GPCGenuine Parts Company | Buy | $1,001 – $15,000 | Jul 10, 2019 | Nov 10, 2021 | 854 | Filing for Mitchell M. Zais GPC trade |
| MZMitchell M. ZaisExecutive | DDominion Energy Inc. | Buy | $1,001 – $15,000 | Jul 10, 2019 | Nov 10, 2021 | 854 | Filing for Mitchell M. Zais D trade |
| MZMitchell M. ZaisExecutive | FFord Motor Company | Buy | $1,001 – $15,000 | Jul 10, 2019 | Nov 10, 2021 | 854 | Filing for Mitchell M. Zais F trade |
| MZMitchell M. ZaisExecutive | CVXChevron Corporation | Buy | $1,001 – $15,000 | Jul 10, 2019 | Nov 10, 2021 | 854 | Filing for Mitchell M. Zais CVX trade |
| MZMitchell M. ZaisExecutive | CAHCardinal Health Inc. | Buy | $1,001 – $15,000 | Jul 10, 2019 | Nov 10, 2021 | 854 | Filing for Mitchell M. Zais CAH trade |
| MZMitchell M. ZaisExecutive | CORCencora Inc. | Buy | $1,001 – $15,000 | Jul 10, 2019 | Nov 10, 2021 | 854 | Filing for Mitchell M. Zais COR trade |
| MZMitchell M. ZaisExecutive | ACNAccenture plc Class A | Buy | $1,001 – $15,000 | Jul 10, 2019 | Nov 10, 2021 | 854 | Filing for Mitchell M. Zais ACN trade |
| MZMitchell M. ZaisExecutive | LOWLowe's Companies Inc. | Buy | $1,001 – $15,000 | Jul 5, 2019 | Nov 10, 2021 | 859 | Filing for Mitchell M. Zais LOW trade |
| MZMitchell M. ZaisExecutive | VZVerizon Communications Inc. | Buy | $1,001 – $15,000 | Jul 5, 2019 | Nov 10, 2021 | 859 | Filing for Mitchell M. Zais VZ trade |
| MZMitchell M. ZaisExecutive | LRCXLam Research Corporation | Buy | $1,001 – $15,000 | Jul 5, 2019 | Nov 10, 2021 | 859 | Filing for Mitchell M. Zais LRCX trade |
| MZMitchell M. ZaisExecutive | Discover Financial Services (DFS)stock | Buy | $1,001 – $15,000 | Jul 5, 2019 | Nov 10, 2021 | 859 | Filing for Mitchell M. Zais Discover Financial Services (DFS) trade |
| MZMitchell M. ZaisExecutive | AAPLApple Inc. | Buy | $1,001 – $15,000 | Jul 5, 2019 | Nov 10, 2021 | 859 | Filing for Mitchell M. Zais AAPL trade |
| MZMitchell M. ZaisExecutive | DGXQuest Diagnostics Incorporated | Buy | $1,001 – $15,000 | Jul 3, 2019 | Nov 10, 2021 | 861 | Filing for Mitchell M. Zais DGX trade |
| MZMitchell M. ZaisExecutive | TROWT. Rowe Price Group Inc. | Buy | $1,001 – $15,000 | Jul 3, 2019 | Nov 10, 2021 | 861 | Filing for Mitchell M. Zais TROW trade |
| MZMitchell M. ZaisExecutive | OMCOmnicom Group Inc. | Buy | $1,001 – $15,000 | Jul 3, 2019 | Nov 10, 2021 | 861 | Filing for Mitchell M. Zais OMC trade |
| MZMitchell M. ZaisExecutive | IBMInternational Business Machines Corporation | Buy | $1,001 – $15,000 | Jul 3, 2019 | Nov 10, 2021 | 861 | Filing for Mitchell M. Zais IBM trade |
| MZMitchell M. ZaisExecutive | INTUIntuit Inc. | Buy | $1,001 – $15,000 | Jul 3, 2019 | Nov 10, 2021 | 861 | Filing for Mitchell M. Zais INTU trade |
| MZMitchell M. ZaisExecutive | XOMExxonMobil Holdings Corporation | Buy | $1,001 – $15,000 | Jul 3, 2019 | Nov 10, 2021 | 861 | Filing for Mitchell M. Zais XOM trade |
| MZMitchell M. ZaisExecutive | AMPAmeriprise Financial Inc. | Buy | $1,001 – $15,000 | Jul 3, 2019 | Nov 10, 2021 | 861 | Filing for Mitchell M. Zais AMP trade |
| MZMitchell M. ZaisExecutive | CBS Corp B (CBS)stock | Buy | $1,001 – $15,000 | Jul 3, 2019 | Nov 10, 2021 | 861 | Filing for Mitchell M. Zais CBS Corp B (CBS) trade |
| MZMitchell M. ZaisExecutive | AMATApplied Materials Inc. | Buy | $1,001 – $15,000 | Jul 3, 2019 | Nov 10, 2021 | 861 | Filing for Mitchell M. Zais AMAT trade |
| MZMitchell M. ZaisExecutive | RCLRoyal Caribbean Cruises Ltd. | Buy | $1,001 – $15,000 | Apr 12, 2019 | Nov 10, 2021 | 943 | Filing for Mitchell M. Zais RCL trade |
Alan S. LowenthalD-CAHouse | Thermo Fisher Scientific Inc.bond | BuySpouse | $15,001 – $50,000 | Oct 19, 2021 | Nov 8, 2021 | 20 | Filing for Alan S. Lowenthal Thermo Fisher Scientific Inc. trade |
Rick W. AllenR-GAHouse | WMTWalmart Inc. | BuySpouse | $1,001 – $15,000 | Feb 20, 2020 | Nov 8, 2021 | 627 | Filing for Rick W. Allen WMT trade |
Kevin HernR-OKHouse | JPMJP Morgan Chase & Co. | BuyJoint | $1,001 – $15,000 | Oct 29, 2021 | Nov 5, 2021 | 7 | Filing for Kevin Hern JPM trade |
Kathy E. ManningD-NCHouse | DISWalt Disney Company (The) | BuySpouse | $1,001 – $15,000 | Oct 22, 2021 | Nov 5, 2021 | 14 | Filing for Kathy E. Manning DIS trade |
Kathy E. ManningD-NCHouse | DISWalt Disney Company (The) | BuySpouse | $1,001 – $15,000 | Oct 22, 2021 | Nov 5, 2021 | 14 | Filing for Kathy E. Manning DIS trade |
Kathy E. ManningD-NCHouse | WMTWalmart Inc. | BuySpouse | $1,001 – $15,000 | Oct 22, 2021 | Nov 5, 2021 | 14 | Filing for Kathy E. Manning WMT trade |
Kathy E. ManningD-NCHouse | WMTWalmart Inc. | BuySpouse | $1,001 – $15,000 | Oct 22, 2021 | Nov 5, 2021 | 14 | Filing for Kathy E. Manning WMT trade |
Kathy E. ManningD-NCHouse | PGProcter & Gamble Company (The) | BuySpouse | $1,001 – $15,000 | Oct 22, 2021 | Nov 5, 2021 | 14 | Filing for Kathy E. Manning PG trade |
Kathy E. ManningD-NCHouse | LMTLockheed Martin Corporation | BuySpouse | $1,001 – $15,000 | Oct 22, 2021 | Nov 5, 2021 | 14 | Filing for Kathy E. Manning LMT trade |
Kathy E. ManningD-NCHouse | LMTLockheed Martin Corporation | BuySpouse | $1,001 – $15,000 | Oct 22, 2021 | Nov 5, 2021 | 14 | Filing for Kathy E. Manning LMT trade |