| ESEugene ScaliaExecutive | T ROWE PRICE SHORT T BD FD INCbond | Buy | $15,001 – $50,000 | Oct 29, 2020 | Apr 7, 2021 | 160 | Filing for Eugene Scalia T ROWE PRICE SHORT T BD FD INC trade |
| ESEugene ScaliaExecutive | GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL (FTIXX)bond | Buy | $1,001 – $15,000 | Oct 29, 2020 | Apr 7, 2021 | 160 | Filing for Eugene Scalia GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL (FTIXX) trade |
| ESEugene ScaliaExecutive | DODGE & COX INCOME F (DODIX)stock | Buy | $15,001 – $50,000 | Oct 29, 2020 | Apr 7, 2021 | 160 | Filing for Eugene Scalia DODGE & COX INCOME F (DODIX) trade |
| ESEugene ScaliaExecutive | DFA Global Real Estate Securities Port (DFGEX)stock | Buy | $1,001 – $15,000 | Sep 1, 2020 | Apr 7, 2021 | 218 | Filing for Eugene Scalia DFA Global Real Estate Securities Port (DFGEX) trade |
| ESEugene ScaliaExecutive | EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND CLASS I (EIGMX)fund | Buy | $1,001 – $15,000 | Jul 2, 2020 | Apr 7, 2021 | 279 | Filing for Eugene Scalia EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND CLASS I (EIGMX) trade |
| ESEugene ScaliaExecutive | VWOVanguard FTSE Emerging Markets ETF | Buy | $50,001 – $100,000 | Jul 2, 2020 | Apr 7, 2021 | 279 | Filing for Eugene Scalia VWO trade |
| ESEugene ScaliaExecutive | IWMiShares Russell 2000 Index Fund | Buy | $50,001 – $100,000 | Jul 2, 2020 | Apr 7, 2021 | 279 | Filing for Eugene Scalia IWM trade |
| ESEugene ScaliaExecutive | THORNBURG INVT TRUST LTD TERM MUNICIPAL FUND CLASS I (LTMIX)fund | Buy | $1,001 – $15,000 | Jul 1, 2020 | Apr 7, 2021 | 280 | Filing for Eugene Scalia THORNBURG INVT TRUST LTD TERM MUNICIPAL FUND CLASS I (LTMIX) trade |
| ESEugene ScaliaExecutive | T ROWE PRICE INTL FD OVERSEAS STK FD (TROSX)fund | Buy | $1,001 – $15,000 | Jul 1, 2020 | Apr 7, 2021 | 280 | Filing for Eugene Scalia T ROWE PRICE INTL FD OVERSEAS STK FD (TROSX) trade |
| ESEugene ScaliaExecutive | T ROWE PRICE SUMMIT MUN FDS INC MUN INTER FD (PRSMX)bond | Buy | $1,001 – $15,000 | Jul 1, 2020 | Apr 7, 2021 | 280 | Filing for Eugene Scalia T ROWE PRICE SUMMIT MUN FDS INC MUN INTER FD (PRSMX) trade |
| ESEugene ScaliaExecutive | T ROWE PRICE TAX FRE HIGH YIELD FD INC (PRFHX)fund | Buy | $1,001 – $15,000 | Jul 1, 2020 | Apr 7, 2021 | 280 | Filing for Eugene Scalia T ROWE PRICE TAX FRE HIGH YIELD FD INC (PRFHX) trade |
| ESEugene ScaliaExecutive | GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL (FTIXX)bond | Buy | $1,001 – $15,000 | Jul 1, 2020 | Apr 7, 2021 | 280 | Filing for Eugene Scalia GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL (FTIXX) trade |
| ESEugene ScaliaExecutive | GATEWAY FUND GATEWAY FUND CL Y (GTEYX)fund | Buy | $1,001 – $15,000 | Jul 1, 2020 | Apr 7, 2021 | 280 | Filing for Eugene Scalia GATEWAY FUND GATEWAY FUND CL Y (GTEYX) trade |
| ESEugene ScaliaExecutive | CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CL I (CRSOX)fund | Buy | $1,001 – $15,000 | Jul 1, 2020 | Apr 7, 2021 | 280 | Filing for Eugene Scalia CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CL I (CRSOX) trade |
| ESEugene ScaliaExecutive | DODGE & COX INCOME FEDP (DODIX)stock | Buy | $1,001 – $15,000 | Jun 29, 2020 | Apr 7, 2021 | 282 | Filing for Eugene Scalia DODGE & COX INCOME FEDP (DODIX) trade |
| ESEugene ScaliaExecutive | Stone Ridge Tr V Alt Lendg Prem (LENDX)stock | Buy | $1,001 – $15,000 | Jun 19, 2020 | Apr 7, 2021 | 292 | Filing for Eugene Scalia Stone Ridge Tr V Alt Lendg Prem (LENDX) trade |
| ESEugene ScaliaExecutive | AMLPAlerian MLP ETF | Buy | $50,001 – $100,000 | Jun 2, 2020 | Apr 7, 2021 | 309 | Filing for Eugene Scalia AMLP trade |
| ESEugene ScaliaExecutive | SPYState Street SPDR S&P 500 ETF Trust | Buy | $100,001 – $250,000 | Jun 2, 2020 | Apr 7, 2021 | 309 | Filing for Eugene Scalia SPY trade |
| ESEugene ScaliaExecutive | SPDR Blmbg Barclays 1-3 Mth T-Bill ETFbond | Buy | $15,001 – $50,000 | Jun 2, 2020 | Apr 7, 2021 | 309 | Filing for Eugene Scalia SPDR Blmbg Barclays 1-3 Mth T-Bill ETF trade |
| ESEugene ScaliaExecutive | CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CL I (CRSOX)fund | Buy | $1,001 – $15,000 | Apr 22, 2020 | Apr 7, 2021 | 350 | Filing for Eugene Scalia CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CL I (CRSOX) trade |
| ESEugene ScaliaExecutive | MFS SER TR I VALUE FD CL I (MEIIX)fund | Buy | $15,001 – $50,000 | Apr 21, 2020 | Apr 7, 2021 | 351 | Filing for Eugene Scalia MFS SER TR I VALUE FD CL I (MEIIX) trade |
| ESEugene ScaliaExecutive | CREDIT SUISSE COMMODITY (CRSOX)stock | Buy | $50,001 – $100,000 | Apr 21, 2020 | Apr 7, 2021 | 351 | Filing for Eugene Scalia CREDIT SUISSE COMMODITY (CRSOX) trade |
| ESEugene ScaliaExecutive | TOUCHSTONE FDS GROUP MID CAPfund | Buy | $15,001 – $50,000 | Apr 20, 2020 | Apr 7, 2021 | 352 | Filing for Eugene Scalia TOUCHSTONE FDS GROUP MID CAP trade |
| ESEugene ScaliaExecutive | T ROWE PRICE INTL FD OVERSEAS STKfund | Buy | $15,001 – $50,000 | Apr 20, 2020 | Apr 7, 2021 | 352 | Filing for Eugene Scalia T ROWE PRICE INTL FD OVERSEAS STK trade |
| ESEugene ScaliaExecutive | MFS SER TR I VALUE FD CL I (MEIIX)fund | Buy | $15,001 – $50,000 | Apr 20, 2020 | Apr 7, 2021 | 352 | Filing for Eugene Scalia MFS SER TR I VALUE FD CL I (MEIIX) trade |
| ESEugene ScaliaExecutive | TOUCHSTONE FDS GROUP MID CAPfund | Buy | $100,001 – $250,000 | Apr 20, 2020 | Apr 7, 2021 | 352 | Filing for Eugene Scalia TOUCHSTONE FDS GROUP MID CAP trade |
| ESEugene ScaliaExecutive | T ROWE PRICE INTL FD (TROSX)fund | Buy | $100,001 – $250,000 | Apr 20, 2020 | Apr 7, 2021 | 352 | Filing for Eugene Scalia T ROWE PRICE INTL FD (TROSX) trade |
| ESEugene ScaliaExecutive | MFS SER TR I VALUE FD CL I (MEIIX)fund | Buy | $100,001 – $250,000 | Apr 20, 2020 | Apr 7, 2021 | 352 | Filing for Eugene Scalia MFS SER TR I VALUE FD CL I (MEIIX) trade |
| ESEugene ScaliaExecutive | iShares 7-10 Year Treasury Bond ETF (IEF)bond | Buy | $15,001 – $50,000 | Apr 2, 2020 | Apr 7, 2021 | 370 | Filing for Eugene Scalia iShares 7-10 Year Treasury Bond ETF (IEF) trade |
| ESEugene ScaliaExecutive | TIPiShares TIPS Bond ETF | Buy | $15,001 – $50,000 | Apr 2, 2020 | Apr 7, 2021 | 370 | Filing for Eugene Scalia TIP trade |
| ESEugene ScaliaExecutive | AGGiShares Core U.S. Aggregate Bond ETF | Buy | $100,001 – $250,000 | Apr 2, 2020 | Apr 7, 2021 | 370 | Filing for Eugene Scalia AGG trade |
| ESEugene ScaliaExecutive | iShares 20 Plus Year Treasury Bond ETFbond | Buy | $15,001 – $50,000 | Apr 2, 2020 | Apr 7, 2021 | 370 | Filing for Eugene Scalia iShares 20 Plus Year Treasury Bond ETF trade |
| ESEugene ScaliaExecutive | DODGE & COX INCOME FEDP (DODIX)stock | Buy | $1,001 – $15,000 | Mar 30, 2020 | Apr 7, 2021 | 373 | Filing for Eugene Scalia DODGE & COX INCOME FEDP (DODIX) trade |
| ESEugene ScaliaExecutive | DODGE & COX STK FD EDP (DODGX)fund | Buy | $1,001 – $15,000 | Mar 30, 2020 | Apr 7, 2021 | 373 | Filing for Eugene Scalia DODGE & COX STK FD EDP (DODGX) trade |
| ESEugene ScaliaExecutive | SCHZSchwab US Aggregate Bond ETF | Buy | $1,001 – $15,000 | Mar 30, 2020 | Apr 7, 2021 | 373 | Filing for Eugene Scalia SCHZ trade |
| ESEugene ScaliaExecutive | Stone Ridge Tr V Alt Lendg Prem (LENDX)stock | Buy | $1,001 – $15,000 | Mar 20, 2020 | Apr 7, 2021 | 383 | Filing for Eugene Scalia Stone Ridge Tr V Alt Lendg Prem (LENDX) trade |
| ESEugene ScaliaExecutive | SPDR Blmbg Barclays 1-3 Mth T-Bill ETFbond | Buy | $50,001 – $100,000 | Mar 20, 2020 | Apr 7, 2021 | 383 | Filing for Eugene Scalia SPDR Blmbg Barclays 1-3 Mth T-Bill ETF trade |
| ESEugene ScaliaExecutive | Stone Ridge Tr V Alt Lendg Prem (LENDX)stock | Buy | $50,001 – $100,000 | Mar 16, 2020 | Apr 7, 2021 | 387 | Filing for Eugene Scalia Stone Ridge Tr V Alt Lendg Prem (LENDX) trade |
| ESEugene ScaliaExecutive | SPDR Blmbg Barclays 1-3 Mth T-Bill ETFbond | Buy | $250,001 – $500,000 | Mar 2, 2020 | Apr 7, 2021 | 401 | Filing for Eugene Scalia SPDR Blmbg Barclays 1-3 Mth T-Bill ETF trade |
| ESEugene ScaliaExecutive | Schwab Value Advantage Money Inv (SWVXX)stock | Buy | $1,001 – $15,000 | Feb 18, 2020 | Apr 7, 2021 | 414 | Filing for Eugene Scalia Schwab Value Advantage Money Inv (SWVXX) trade |
| ESEugene ScaliaExecutive | GLDSPDR Gold Shares | Buy | $50,001 – $100,000 | Feb 4, 2020 | Apr 7, 2021 | 428 | Filing for Eugene Scalia GLD trade |
| ESEugene ScaliaExecutive | BROADSTONE NET LEASE INC PRIVATE PLACEMENT MARYLANDother | Buy | $1,001 – $15,000 | Jan 15, 2020 | Apr 7, 2021 | 448 | Filing for Eugene Scalia BROADSTONE NET LEASE INC PRIVATE PLACEMENT MARYLAND trade |
Rick W. AllenR-GAHouse | DISWalt Disney Company (The) | Buy | $15,001 – $50,000 | Mar 10, 2021 | Apr 6, 2021 | 27 | Filing for Rick W. Allen DIS trade |
Rick W. AllenR-GAHouse | TMOThermo Fisher Scientific Inc | Buy | $15,001 – $50,000 | Mar 10, 2021 | Apr 6, 2021 | 27 | Filing for Rick W. Allen TMO trade |
Rick W. AllenR-GAHouse | NEENextEra Energy Inc. | Buy | $1,001 – $15,000 | Mar 10, 2021 | Apr 6, 2021 | 27 | Filing for Rick W. Allen NEE trade |
Ashley HinsonR-IAHouse | AMZNAmazon.com Inc. | BuySpouse | $1,001 – $15,000 | Mar 8, 2021 | Apr 5, 2021 | 28 | Filing for Ashley Hinson AMZN trade |
Ashley HinsonR-IAHouse | High Street Insurance Partnersother | BuySpouse | $250,001 – $500,000 | Mar 5, 2021 | Apr 5, 2021 | 31 | Filing for Ashley Hinson High Street Insurance Partners trade |
Ashley HinsonR-IAHouse | TSLATesla Inc. | BuySpouse | $1,001 – $15,000 | Mar 4, 2021 | Apr 5, 2021 | 32 | Filing for Ashley Hinson TSLA trade |
Alan S. LowenthalD-CAHouse | Toll Bros Finbond | BuySpouse | $15,001 – $50,000 | Mar 25, 2021 | Apr 4, 2021 | 10 | Filing for Alan S. Lowenthal Toll Bros Fin trade |
Alan S. LowenthalD-CAHouse | Netflixbond | BuySpouse | $1,001 – $15,000 | Mar 24, 2021 | Apr 4, 2021 | 11 | Filing for Alan S. Lowenthal Netflix trade |