| MBMichael BarrExecutive | Allspring Special Mid Cap Value Fundfund | Sell | $15,001 – $50,000 | Oct 1, 2024 | Jul 31, 2025 | 303 | Filing for Michael Barr Allspring Special Mid Cap Value Fund trade |
| MBMichael BarrExecutive | Allspring Municipal Bond Fund Institutionalfund | Sell | $15,001 – $50,000 | Oct 1, 2024 | Jul 31, 2025 | 303 | Filing for Michael Barr Allspring Municipal Bond Fund Institutional trade |
| MBMichael BarrExecutive | VOOVanguard S&P 500 ETF | Buy | $1,001 – $15,000 | Jul 2, 2024 | Jul 31, 2025 | 394 | Filing for Michael Barr VOO trade |
| MBMichael BarrExecutive | VOOVanguard S&P 500 ETF | Buy | $1,001 – $15,000 | Mar 27, 2024 | Jul 31, 2025 | 491 | Filing for Michael Barr VOO trade |
| MKMichael J. KratsiosExecutive | MUBiShares National Muni Bond ETF | Buy | $1,001 – $15,000 | Jul 7, 2025 | Jul 19, 2025 | 12 | Filing for Michael J. Kratsios MUB trade |
| FBFrank J. BisignanoExecutive | FISVFiserv Inc. | Sell | $5,000,001 – $25,000,000 | Jul 1, 2025 | Jul 19, 2025 | 18 | Filing for Frank J. Bisignano FISV trade |
| FBFrank J. BisignanoExecutive | FISVFiserv Inc. | Sell | $1,000,001 – $5,000,000 | Jun 30, 2025 | Jul 19, 2025 | 19 | Filing for Frank J. Bisignano FISV trade |
| FBFrank J. BisignanoExecutive | FISVFiserv Inc. | Sell | $25,000,001 – $50,000,000 | Jun 27, 2025 | Jul 19, 2025 | 22 | Filing for Frank J. Bisignano FISV trade |
| FBFrank J. BisignanoExecutive | FISVFiserv Inc. | Sell | $5,000,001 – $25,000,000 | Jun 26, 2025 | Jul 19, 2025 | 23 | Filing for Frank J. Bisignano FISV trade |
| FBFrank J. BisignanoExecutive | FISVFiserv Inc. | Sell | $25,000,001 – $50,000,000 | Jun 24, 2025 | Jul 19, 2025 | 25 | Filing for Frank J. Bisignano FISV trade |
| FBFrank J. BisignanoExecutive | FISVFiserv Inc. | Sell | $25,000,001 – $50,000,000 | Jun 23, 2025 | Jul 19, 2025 | 26 | Filing for Frank J. Bisignano FISV trade |
| FBFrank J. BisignanoExecutive | FISVFiserv Inc. | Sell | $250,001 – $500,000 | Jun 20, 2025 | Jul 19, 2025 | 29 | Filing for Frank J. Bisignano FISV trade |
| MKMichael J. KratsiosExecutive | Scale AI, Inc. Stockstock | Sell | $1,000,001 – $5,000,000 | Jun 23, 2025 | Jul 16, 2025 | 23 | Filing for Michael J. Kratsios Scale AI, Inc. Stock trade |
| MKMichael J. KratsiosExecutive | VTEBVanguard Tax-Exempt Bond ETF | Sell | $1,001 – $15,000 | May 23, 2025 | Jul 16, 2025 | 54 | Filing for Michael J. Kratsios VTEB trade |
| MKMichael J. KratsiosExecutive | DGROiShares Core Dividend Growth ETF | Buy | $1,001 – $15,000 | May 22, 2025 | Jul 16, 2025 | 55 | Filing for Michael J. Kratsios DGRO trade |
| MKMichael J. KratsiosExecutive | MUBiShares National Muni Bond ETF | Buy | $1,001 – $15,000 | May 22, 2025 | Jul 16, 2025 | 55 | Filing for Michael J. Kratsios MUB trade |
| MKMichael J. KratsiosExecutive | VIGVanguard Div Appreciation ETF | Sell | $15,001 – $50,000 | May 22, 2025 | Jul 16, 2025 | 55 | Filing for Michael J. Kratsios VIG trade |
| MKMichael J. KratsiosExecutive | MUBiShares National Muni Bond ETF | Buy | $1,001 – $15,000 | May 19, 2025 | Jul 16, 2025 | 58 | Filing for Michael J. Kratsios MUB trade |
| MKMichael J. KratsiosExecutive | VTEBVanguard Tax-Exempt Bond ETF | Sell | $1,001 – $15,000 | May 19, 2025 | Jul 16, 2025 | 58 | Filing for Michael J. Kratsios VTEB trade |
| MKMichael J. KratsiosExecutive | MUBiShares National Muni Bond ETF | Buy | $1,001 – $15,000 | May 16, 2025 | Jul 16, 2025 | 61 | Filing for Michael J. Kratsios MUB trade |
| MKMichael J. KratsiosExecutive | VTEBVanguard Tax-Exempt Bond ETF | Sell | $1,001 – $15,000 | May 16, 2025 | Jul 16, 2025 | 61 | Filing for Michael J. Kratsios VTEB trade |
| HLHoward LutnickRExecutive | Structured Services Investor, LLCother | Sell | $100,001 – $250,000 | May 16, 2025 | Jul 16, 2025 | 61 | Filing for Howard Lutnick Structured Services Investor, LLC trade |
| HLHoward LutnickRExecutive | Kiajia, LLCother | Sell | $50,001 – $100,000 | May 16, 2025 | Jul 16, 2025 | 61 | Filing for Howard Lutnick Kiajia, LLC trade |
| HLHoward LutnickRExecutive | Kimberly Akimbo LLCother | Sell | $50,001 – $100,000 | May 16, 2025 | Jul 16, 2025 | 61 | Filing for Howard Lutnick Kimberly Akimbo LLC trade |
| HLHoward LutnickRExecutive | DISWalt Disney Company (The) | Sell | $1,001 – $15,000 | May 16, 2025 | Jul 16, 2025 | 61 | Filing for Howard Lutnick DIS trade |
| HLHoward LutnickRExecutive | NDAQNasdaq Inc. | Sell | $1,000,001 – $5,000,000 | May 16, 2025 | Jul 16, 2025 | 61 | Filing for Howard Lutnick NDAQ trade |
| HLHoward LutnickRExecutive | BGCBGC Group Inc. Class A | Sell | Over $50,000,000 | May 16, 2025 | Jul 16, 2025 | 61 | Filing for Howard Lutnick BGC trade |
| HLHoward LutnickRExecutive | NMRKNewmark Group Inc. Class A | Sell | Over $50,000,000 | May 16, 2025 | Jul 16, 2025 | 61 | Filing for Howard Lutnick NMRK trade |
| MKMichael J. KratsiosExecutive | MUBiShares National Muni Bond ETF | Buy | $1,001 – $15,000 | May 15, 2025 | Jul 16, 2025 | 62 | Filing for Michael J. Kratsios MUB trade |
| MKMichael J. KratsiosExecutive | VTEBVanguard Tax-Exempt Bond ETF | Sell | $1,001 – $15,000 | May 15, 2025 | Jul 16, 2025 | 62 | Filing for Michael J. Kratsios VTEB trade |
| CLChristopher LandauExecutive | ALLY FINANCIAL INC FXD TO 052026 VARstock | Sell | $50,001 – $100,000 | May 1, 2025 | Jul 16, 2025 | 76 | Filing for Christopher Landau ALLY FINANCIAL INC FXD TO 052026 VAR trade |
| CLChristopher LandauExecutive | BUILDERS FIRSTSOURCE INC REGSstock | Sell | $50,001 – $100,000 | May 1, 2025 | Jul 16, 2025 | 76 | Filing for Christopher Landau BUILDERS FIRSTSOURCE INC REGS trade |
| CLChristopher LandauExecutive | ALLY FINANCIAL INC FXD TO 052026 VAR THRAFTR 4.7000% RATE:BA2/BB- 4.700% DUE:2065-05-01bond | Sell | $15,001 – $50,000 | May 1, 2025 | Jul 16, 2025 | 76 | Filing for Christopher Landau ALLY FINANCIAL INC FXD TO 052026 VAR THRAFTR 4.7000% RATE:BA2/BB- 4.700% DUE:2065-05-01 trade |
| CLChristopher LandauExecutive | JPMORGAN CHASE & CO FXD TO 112022 VARstock | Sell | $100,001 – $250,000 | May 1, 2025 | Jul 16, 2025 | 76 | Filing for Christopher Landau JPMORGAN CHASE & CO FXD TO 112022 VAR trade |
| CLChristopher LandauExecutive | BDXBecton Dickinson and Company | Sell | $15,001 – $50,000 | Apr 28, 2025 | Jul 16, 2025 | 79 | Filing for Christopher Landau BDX trade |
| CLChristopher LandauExecutive | AMZNAmazon.com Inc. | Sell | $50,001 – $100,000 | Apr 28, 2025 | Jul 16, 2025 | 79 | Filing for Christopher Landau AMZN trade |
| CLChristopher LandauExecutive | WABWestinghouse Air Brake Technologies Corporation | Sell | $15,001 – $50,000 | Apr 28, 2025 | Jul 16, 2025 | 79 | Filing for Christopher Landau WAB trade |
| CLChristopher LandauExecutive | VVisa Inc. | Sell | $250,001 – $500,000 | Apr 28, 2025 | Jul 16, 2025 | 79 | Filing for Christopher Landau V trade |
| CLChristopher LandauExecutive | IMOImperial Oil Limited | Sell | $50,001 – $100,000 | Apr 28, 2025 | Jul 16, 2025 | 79 | Filing for Christopher Landau IMO trade |
| CLChristopher LandauExecutive | PMPhilip Morris International Inc | Sell | $15,001 – $50,000 | Apr 28, 2025 | Jul 16, 2025 | 79 | Filing for Christopher Landau PM trade |
| CLChristopher LandauExecutive | Fomento Económico Mexicano, S.A.B. destock | Sell | $50,001 – $100,000 | Apr 28, 2025 | Jul 16, 2025 | 79 | Filing for Christopher Landau Fomento Económico Mexicano, S.A.B. de trade |
| CLChristopher LandauExecutive | SECOM CO., LTD. (SOMLY)stock | Sell | $15,001 – $50,000 | Apr 28, 2025 | Jul 16, 2025 | 79 | Filing for Christopher Landau SECOM CO., LTD. (SOMLY) trade |
| CLChristopher LandauExecutive | Orkla ASA (ORKLY)stock | Sell | $15,001 – $50,000 | Apr 28, 2025 | Jul 16, 2025 | 79 | Filing for Christopher Landau Orkla ASA (ORKLY) trade |
| CLChristopher LandauExecutive | WABWestinghouse Air Brake Technologies Corporation | Sell | $250,001 – $500,000 | Apr 28, 2025 | Jul 16, 2025 | 79 | Filing for Christopher Landau WAB trade |
| CLChristopher LandauExecutive | GOLDGold.com Inc. | Sell | $15,001 – $50,000 | Apr 28, 2025 | Jul 16, 2025 | 79 | Filing for Christopher Landau GOLD trade |
| CLChristopher LandauExecutive | CCUCompania Cervecerias Unidas S.A. | Sell | $15,001 – $50,000 | Apr 28, 2025 | Jul 16, 2025 | 79 | Filing for Christopher Landau CCU trade |
| CLChristopher LandauExecutive | BAE Systems plc (BAESY)stock | Sell | $15,001 – $50,000 | Apr 28, 2025 | Jul 16, 2025 | 79 | Filing for Christopher Landau BAE Systems plc (BAESY) trade |
| CLChristopher LandauExecutive | ULUnilever PLC ADR | Sell | $15,001 – $50,000 | Apr 28, 2025 | Jul 16, 2025 | 79 | Filing for Christopher Landau UL trade |
| CLChristopher LandauExecutive | Henkel AG & Co. KGaA (HENKY)stock | Sell | $15,001 – $50,000 | Apr 28, 2025 | Jul 16, 2025 | 79 | Filing for Christopher Landau Henkel AG & Co. KGaA (HENKY) trade |
| CLChristopher LandauExecutive | BTIBritish American Tobacco Industries p.l.c. | Sell | $50,001 – $100,000 | Apr 28, 2025 | Jul 16, 2025 | 79 | Filing for Christopher Landau BTI trade |