| LCLori Chavez-DeRemerRExecutive | FHNFirst Horizon Corporation | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer FHN trade |
| LCLori Chavez-DeRemerRExecutive | FCNCAFirst Citizens BancShares Inc. Class A | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer FCNCA trade |
| LCLori Chavez-DeRemerRExecutive | FICOFair Isaac Corporation | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer FICO trade |
| LCLori Chavez-DeRemerRExecutive | XOMExxonMobil Holdings Corporation | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer XOM trade |
| LCLori Chavez-DeRemerRExecutive | EXPOExponent Inc. | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer EXPO trade |
| LCLori Chavez-DeRemerRExecutive | EXEExpand Energy Corporation | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer EXE trade |
| LCLori Chavez-DeRemerRExecutive | EFXEquifax Inc. | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer EFX trade |
| LCLori Chavez-DeRemerRExecutive | DTDynatrace Inc. | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer DT trade |
| LCLori Chavez-DeRemerRExecutive | DPZDomino's Pizza Inc | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer DPZ trade |
| LCLori Chavez-DeRemerRExecutive | DVNDevon Energy Corporation | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer DVN trade |
| LCLori Chavez-DeRemerRExecutive | CHHChoice Hotels International Inc. | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer CHH trade |
| LCLori Chavez-DeRemerRExecutive | CMGChipotle Mexican Grill Inc. | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer CMG trade |
| LCLori Chavez-DeRemerRExecutive | CHEChemed Corp | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer CHE trade |
| LCLori Chavez-DeRemerRExecutive | CRLCharles River Laboratories International Inc. | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer CRL trade |
| LCLori Chavez-DeRemerRExecutive | CFCF Industries Holdings Inc. | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer CF trade |
| LCLori Chavez-DeRemerRExecutive | BCBrunswick Corporation | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer BC trade |
| LCLori Chavez-DeRemerRExecutive | SOLUTIONS INCstock | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer SOLUTIONS INC trade |
| LCLori Chavez-DeRemerRExecutive | BRBroadridge Financial Solutions Inc. | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer BR trade |
| LCLori Chavez-DeRemerRExecutive | AVGOBroadcom Inc. | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer AVGO trade |
| LCLori Chavez-DeRemerRExecutive | BMYBristol-Myers Squibb Company | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer BMY trade |
| LCLori Chavez-DeRemerRExecutive | SOLUTIONSINCstock | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer SOLUTIONSINC trade |
| LCLori Chavez-DeRemerRExecutive | BFAMBright Horizons Family Solutions Inc. | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer BFAM trade |
| LCLori Chavez-DeRemerRExecutive | BSXBoston Scientific Corporation | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer BSX trade |
| LCLori Chavez-DeRemerRExecutive | BLKBlackRock Inc. | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer BLK trade |
| LCLori Chavez-DeRemerRExecutive | BIOBio-Rad Laboratories Inc. Class A | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer BIO trade |
| LCLori Chavez-DeRemerRExecutive | BRK.BBerkshire Hathaway Inc. | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer BRK.B trade |
| LCLori Chavez-DeRemerRExecutive | WRBW.R. Berkley Corporation | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer WRB trade |
| LCLori Chavez-DeRemerRExecutive | BSYBentley Systems Incorporated Class B | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer BSY trade |
| LCLori Chavez-DeRemerRExecutive | AZTAAzenta Inc. | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer AZTA trade |
| LCLori Chavez-DeRemerRExecutive | AAPLApple Inc. | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer AAPL trade |
| LCLori Chavez-DeRemerRExecutive | APOApollo Global Management Inc. (New) | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer APO trade |
| LCLori Chavez-DeRemerRExecutive | APAAPA Corporation | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer APA trade |
| LCLori Chavez-DeRemerRExecutive | AMPAmeriprise Financial Inc. | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer AMP trade |
| LCLori Chavez-DeRemerRExecutive | AMZNAmazon.com Inc. | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer AMZN trade |
| LCLori Chavez-DeRemerRExecutive | GOOGLAlphabet Inc. Class A | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer GOOGL trade |
| LCLori Chavez-DeRemerRExecutive | ALLAllstate Corporation (The) | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer ALL trade |
| LCLori Chavez-DeRemerRExecutive | AESThe AES Corporation | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer AES trade |
| LCLori Chavez-DeRemerRExecutive | AMDAdvanced Micro Devices Inc. | Sell | $1,001 – $15,000 | Apr 28, 2025 | Sep 30, 2026 | 520 | Filing for Lori Chavez-DeRemer AMD trade |
| SVStephen A. VadenExecutive | LHXL3Harris Technologies Inc. | Sell | $15,001 – $50,000 | Apr 22, 2025 | Sep 30, 2026 | 526 | Filing for Stephen A. Vaden LHX trade |
| SVStephen A. VadenExecutive | GEVGE Vernova Inc. | Buy | $15,001 – $50,000 | Apr 22, 2025 | Sep 30, 2026 | 526 | Filing for Stephen A. Vaden GEV trade |
| SVStephen A. VadenExecutive | Vanguard 500 Index Fund Admiral Shares (VFIAX)etf | Buy | $1,001 – $15,000 | Apr 10, 2025 | Sep 30, 2026 | 538 | Filing for Stephen A. Vaden Vanguard 500 Index Fund Admiral Shares (VFIAX) trade |
| SVStephen A. VadenExecutive | WICVX Wasatch Small Cap Value Fundfund | Buy | $1,001 – $15,000 | Apr 10, 2025 | Sep 30, 2026 | 538 | Filing for Stephen A. Vaden WICVX Wasatch Small Cap Value Fund trade |
| SVStephen A. VadenExecutive | EuroPacific Growth Fund Class F2 Shares (AEPFX)fund | Buy | $1,001 – $15,000 | Apr 10, 2025 | Sep 30, 2026 | 538 | Filing for Stephen A. Vaden EuroPacific Growth Fund Class F2 Shares (AEPFX) trade |
| SVStephen A. VadenExecutive | MFS Research Fund Class I Shares (MRFIX)fund | Buy | $1,001 – $15,000 | Apr 10, 2025 | Sep 30, 2026 | 538 | Filing for Stephen A. Vaden MFS Research Fund Class I Shares (MRFIX) trade |
| SVStephen A. VadenExecutive | EWEdwards Lifesciences Corporation | Sell | $1,001 – $15,000 | Mar 5, 2025 | Sep 30, 2026 | 574 | Filing for Stephen A. Vaden EW trade |
| SVStephen A. VadenExecutive | DXCMDexCom Inc. | Buy | $1,001 – $15,000 | Mar 5, 2025 | Sep 30, 2026 | 574 | Filing for Stephen A. Vaden DXCM trade |
| SVStephen A. VadenExecutive | BlackRock Multi-Asset Income Portfolio Institutional Shares (BIICX)fund | Sell | $1,001 – $15,000 | Mar 3, 2025 | Sep 30, 2026 | 576 | Filing for Stephen A. Vaden BlackRock Multi-Asset Income Portfolio Institutional Shares (BIICX) trade |
| SVStephen A. VadenExecutive | VOOVanguard S&P 500 ETF | Sell | $1,001 – $15,000 | Mar 3, 2025 | Sep 30, 2026 | 576 | Filing for Stephen A. Vaden VOO trade |
| SVStephen A. VadenExecutive | APHAmphenol Corporation | Buy | $1,001 – $15,000 | Mar 3, 2025 | Sep 30, 2026 | 576 | Filing for Stephen A. Vaden APH trade |
| SVStephen A. VadenExecutive | IQVIQVIA Holdings Inc. | Buy | $1,001 – $15,000 | Jan 17, 2025 | Sep 30, 2026 | 621 | Filing for Stephen A. Vaden IQV trade |