| JPJohn PhelanExecutive | TMG Monument Investors LCLstock | Sell | $15,001 – $50,000 | Apr 3, 2025 | May 22, 2026 | 414 | Filing for John Phelan TMG Monument Investors LCL trade |
| JPJohn PhelanExecutive | MSD Hospitality Partners LPother | Sell | $1,000,001 – $5,000,000 | Mar 31, 2025 | May 22, 2026 | 417 | Filing for John Phelan MSD Hospitality Partners LP trade |
| JPJohn PhelanExecutive | Cresta SC Fund I-A LPfund | Sell | $50,001 – $100,000 | Mar 31, 2025 | May 22, 2026 | 417 | Filing for John Phelan Cresta SC Fund I-A LP trade |
| JPJohn PhelanExecutive | Dawson Portfolio Finance 5 LPfund | Sell | $1,001 – $15,000 | Mar 31, 2025 | May 22, 2026 | 417 | Filing for John Phelan Dawson Portfolio Finance 5 LP trade |
| JPJohn PhelanExecutive | Kingfish Investments X, LLCother | Sell | $1,000,001 – $5,000,000 | Mar 28, 2025 | May 22, 2026 | 420 | Filing for John Phelan Kingfish Investments X, LLC trade |
| JPJohn PhelanExecutive | MSD Credit Opportunity Fund, L.P.fund | Sell | $250,001 – $500,000 | Mar 28, 2025 | May 22, 2026 | 420 | Filing for John Phelan MSD Credit Opportunity Fund, L.P. trade |
| JPJohn PhelanExecutive | MSD Special Investments Fund IIfund | Buy | $15,001 – $50,000 | Mar 28, 2025 | May 22, 2026 | 420 | Filing for John Phelan MSD Special Investments Fund II trade |
| JPJohn PhelanExecutive | RCG Ventures Fund VIII, LPfund | Buy | $1,000,001 – $5,000,000 | Mar 28, 2025 | May 22, 2026 | 420 | Filing for John Phelan RCG Ventures Fund VIII, LP trade |
| JPJohn PhelanExecutive | 26North Private Equity Fund Ifund | Buy | $100,001 – $250,000 | Mar 28, 2025 | May 22, 2026 | 420 | Filing for John Phelan 26North Private Equity Fund I trade |
| JPJohn PhelanExecutive | BDCBelden Inc | Sell | $250,001 – $500,000 | Mar 27, 2025 | May 22, 2026 | 421 | Filing for John Phelan BDC trade |
| JPJohn PhelanExecutive | Cresta Royalty Partners LPother | Sell | $15,001 – $50,000 | Mar 27, 2025 | May 22, 2026 | 421 | Filing for John Phelan Cresta Royalty Partners LP trade |
| JPJohn PhelanExecutive | Kingfish Investments V, LLCother | Sell | $1,000,001 – $5,000,000 | Mar 26, 2025 | May 22, 2026 | 422 | Filing for John Phelan Kingfish Investments V, LLC trade |
| JPJohn PhelanExecutive | Turnbridge Real Estate Fund IIfund | Buy | $250,001 – $500,000 | Mar 26, 2025 | May 22, 2026 | 422 | Filing for John Phelan Turnbridge Real Estate Fund II trade |
| JPJohn PhelanExecutive | MSD EIV Private, LLCother | Buy | $100,001 – $250,000 | Mar 24, 2025 | May 22, 2026 | 424 | Filing for John Phelan MSD EIV Private, LLC trade |
| JPJohn PhelanExecutive | Dawson Portfolio Finance 5 LPfund | Buy | $100,001 – $250,000 | Mar 24, 2025 | May 22, 2026 | 424 | Filing for John Phelan Dawson Portfolio Finance 5 LP trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures IV, LP - Gridbase (formerly IamGIS) (software) (Roth IRA)other | Buy | $15,001 – $50,000 | Jan 27, 2026 | May 21, 2026 | 114 | Filing for Douglas J. Burgum Arthur Ventures IV, LP - Gridbase (formerly IamGIS) (software) (Roth IRA) trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures IV, LP - Gridbase (formerly IamGIS) (software)other | Buy | $1,001 – $15,000 | Jan 27, 2026 | May 21, 2026 | 114 | Filing for Douglas J. Burgum Arthur Ventures IV, LP - Gridbase (formerly IamGIS) (software) trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures V, LP - Circadian Risk (Security risk assessment software)other | Buy | $1,001 – $15,000 | Jan 27, 2026 | May 21, 2026 | 114 | Filing for Douglas J. Burgum Arthur Ventures V, LP - Circadian Risk (Security risk assessment software) trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures V, LP - Payroll Integrations (employee benefits recordkeeper)other | Buy | $1,001 – $15,000 | Jan 27, 2026 | May 21, 2026 | 114 | Filing for Douglas J. Burgum Arthur Ventures V, LP - Payroll Integrations (employee benefits recordkeeper) trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures V, LP - Payroll Integrations (employee benefits recordkeeper)other | Buy | $15,001 – $50,000 | Jan 27, 2026 | May 21, 2026 | 114 | Filing for Douglas J. Burgum Arthur Ventures V, LP - Payroll Integrations (employee benefits recordkeeper) trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures V, LP - CivicPlus (Software solutions)other | Exchange | $1,001 – $15,000 | Jan 27, 2026 | May 21, 2026 | 114 | Filing for Douglas J. Burgum Arthur Ventures V, LP - CivicPlus (Software solutions) trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures V, LP - CivicPlus (Softwareother | Exchange | $50,001 – $100,000 | Jan 27, 2026 | May 21, 2026 | 114 | Filing for Douglas J. Burgum Arthur Ventures V, LP - CivicPlus (Software trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures V, LP - Streamline (platform services)other | Sell | $1,001 – $15,000 | Jan 27, 2026 | May 21, 2026 | 114 | Filing for Douglas J. Burgum Arthur Ventures V, LP - Streamline (platform services) trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures V, LP - Streamline (platformother | Sell | $50,001 – $100,000 | Jan 27, 2026 | May 21, 2026 | 114 | Filing for Douglas J. Burgum Arthur Ventures V, LP - Streamline (platform trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures V, LP - Aqua (Turnkey alternative investment platform)other | Buy | $1,001 – $15,000 | Jan 27, 2026 | May 21, 2026 | 114 | Filing for Douglas J. Burgum Arthur Ventures V, LP - Aqua (Turnkey alternative investment platform) trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures V, LP - Aqua (Turnkey alternative investment platform)other | Buy | $15,001 – $50,000 | Jan 27, 2026 | May 21, 2026 | 114 | Filing for Douglas J. Burgum Arthur Ventures V, LP - Aqua (Turnkey alternative investment platform) trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures V, LP - Opterrix (Risk intelligence platform)other | Buy | $1,001 – $15,000 | Jan 27, 2026 | May 21, 2026 | 114 | Filing for Douglas J. Burgum Arthur Ventures V, LP - Opterrix (Risk intelligence platform) trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures V, LP - Opterrix (Risk intelligence platform)other | Buy | $15,001 – $50,000 | Jan 27, 2026 | May 21, 2026 | 114 | Filing for Douglas J. Burgum Arthur Ventures V, LP - Opterrix (Risk intelligence platform) trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures Growth IV, LP - PureSpectrum (market research platform)other | Sell | $1,001 – $15,000 | Jan 22, 2026 | May 21, 2026 | 119 | Filing for Douglas J. Burgum Arthur Ventures Growth IV, LP - PureSpectrum (market research platform) trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures Growth III, LP - PureSpectrumother | Sell | $100,001 – $250,000 | Jan 22, 2026 | May 21, 2026 | 119 | Filing for Douglas J. Burgum Arthur Ventures Growth III, LP - PureSpectrum trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures Growth III, LP - PureSpectrumother | Sell | $250,001 – $500,000 | Jan 22, 2026 | May 21, 2026 | 119 | Filing for Douglas J. Burgum Arthur Ventures Growth III, LP - PureSpectrum trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures Growth IV, LP - PureSpectrumother | Sell | $100,001 – $250,000 | Jan 22, 2026 | May 21, 2026 | 119 | Filing for Douglas J. Burgum Arthur Ventures Growth IV, LP - PureSpectrum trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures III, LP - PureSpectrum (marketother | Sell | $1,000,001 – $5,000,000 | Jan 22, 2026 | May 21, 2026 | 119 | Filing for Douglas J. Burgum Arthur Ventures III, LP - PureSpectrum (market trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures IV, LPother | Buy | $15,001 – $50,000 | Dec 22, 2025 | May 21, 2026 | 150 | Filing for Douglas J. Burgum Arthur Ventures IV, LP trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures IV, LPother | Buy | $15,001 – $50,000 | Dec 22, 2025 | May 21, 2026 | 150 | Filing for Douglas J. Burgum Arthur Ventures IV, LP trade |
| SBSteven G. BradburyExecutive | LVIP SSGA S&P 500 Index Fund Standard Classfund | Buy | $1,001 – $15,000 | Dec 11, 2025 | May 21, 2026 | 161 | Filing for Steven G. Bradbury LVIP SSGA S&P 500 Index Fund Standard Class trade |
| SBSteven G. BradburyExecutive | Fidelity 500 Index Fund (FXAIX)fund | Sell | $15,001 – $50,000 | Nov 24, 2025 | May 21, 2026 | 178 | Filing for Steven G. Bradbury Fidelity 500 Index Fund (FXAIX) trade |
| SBSteven G. BradburyExecutive | Fidelity 500 Index Fund (FXAIX)fund | Sell | $15,001 – $50,000 | Nov 21, 2025 | May 21, 2026 | 181 | Filing for Steven G. Bradbury Fidelity 500 Index Fund (FXAIX) trade |
| SBSteven G. BradburyExecutive | Fidelity Small Cap Value Index Fund (FISVX)fund | Sell | $1,001 – $15,000 | Jul 21, 2025 | May 21, 2026 | 304 | Filing for Steven G. Bradbury Fidelity Small Cap Value Index Fund (FISVX) trade |
| SBSteven G. BradburyExecutive | Fidelity Small Cap Index Fund (FSSNX)fund | Sell | $1,001 – $15,000 | Jul 21, 2025 | May 21, 2026 | 304 | Filing for Steven G. Bradbury Fidelity Small Cap Index Fund (FSSNX) trade |
| SBSteven G. BradburyExecutive | Fidelity Real Estate Index Fund (FSRNX)fund | Sell | $1,001 – $15,000 | Jul 21, 2025 | May 21, 2026 | 304 | Filing for Steven G. Bradbury Fidelity Real Estate Index Fund (FSRNX) trade |
| SBSteven G. BradburyExecutive | AVLVAvantis U.S. Large Cap Value ETF | Sell | $1,001 – $15,000 | Jul 21, 2025 | May 21, 2026 | 304 | Filing for Steven G. Bradbury AVLV trade |
| SBSteven G. BradburyExecutive | XSOEWisdomTree Emerging Markets Ex-State Owned Enterprises Fund | Buy | $1,001 – $15,000 | Jul 21, 2025 | May 21, 2026 | 304 | Filing for Steven G. Bradbury XSOE trade |
| SBSteven G. BradburyExecutive | VONVVanguard Russell 1000 Value ETF | Buy | $1,001 – $15,000 | Jul 21, 2025 | May 21, 2026 | 304 | Filing for Steven G. Bradbury VONV trade |
| SBSteven G. BradburyExecutive | Fidelity US Bond Index Fund (FXNAX)fund | Buy | $1,001 – $15,000 | Jul 21, 2025 | May 21, 2026 | 304 | Filing for Steven G. Bradbury Fidelity US Bond Index Fund (FXNAX) trade |
| SBSteven G. BradburyExecutive | Fidelity Short-Term Treasury Bond Index Fund (FUMBX)bond | Buy | $1,001 – $15,000 | Jul 21, 2025 | May 21, 2026 | 304 | Filing for Steven G. Bradbury Fidelity Short-Term Treasury Bond Index Fund (FUMBX) trade |
| SBSteven G. BradburyExecutive | Fidelity Short-Term Bond Index Fund (FNSOX)fund | Buy | $1,001 – $15,000 | Jul 21, 2025 | May 21, 2026 | 304 | Filing for Steven G. Bradbury Fidelity Short-Term Bond Index Fund (FNSOX) trade |
| SBSteven G. BradburyExecutive | Fidelity Advisor Total Bond Fund Class Z Shares (FBKWX)fund | Buy | $1,001 – $15,000 | Jul 21, 2025 | May 21, 2026 | 304 | Filing for Steven G. Bradbury Fidelity Advisor Total Bond Fund Class Z Shares (FBKWX) trade |
| SBSteven G. BradburyExecutive | DFAIDimensional International Core Equity Market ETF | Buy | $1,001 – $15,000 | Jul 21, 2025 | May 21, 2026 | 304 | Filing for Steven G. Bradbury DFAI trade |
| SBSteven G. BradburyExecutive | Fidelity US Bond Index Fund (FXNAX)fund | Sell | $15,001 – $50,000 | Jul 21, 2025 | May 21, 2026 | 304 | Filing for Steven G. Bradbury Fidelity US Bond Index Fund (FXNAX) trade |