| MKMichael J. KratsiosExecutive | VIGVanguard Div Appreciation ETF | Buy | $1,001 – $15,000 | Mar 4, 2025 | Apr 9, 2025 | 36 | Filing for Michael J. Kratsios VIG trade |
| MKMichael J. KratsiosExecutive | DGROiShares Core Dividend Growth ETF | Sell | $1,001 – $15,000 | Mar 4, 2025 | Apr 9, 2025 | 36 | Filing for Michael J. Kratsios DGRO trade |
| MKMichael J. KratsiosExecutive | ITOTiShares Core S&P Total U.S. Stock Market ETF | Buy | $1,001 – $15,000 | Feb 24, 2025 | Apr 9, 2025 | 44 | Filing for Michael J. Kratsios ITOT trade |
| XBXavier BecerraExecutive | Spouse’s UC 457(b) plan: UC Pathway 2035other | Buy | $1,001 – $15,000 | Jan 2, 2025 | Apr 9, 2025 | 97 | Filing for Xavier Becerra Spouse’s UC 457(b) plan: UC Pathway 2035 trade |
| XBXavier BecerraExecutive | Spouse’s UC 403(b) plan: UC Pathway 2035other | Buy | $1,001 – $15,000 | Jan 2, 2025 | Apr 9, 2025 | 97 | Filing for Xavier Becerra Spouse’s UC 403(b) plan: UC Pathway 2035 trade |
| XBXavier BecerraExecutive | Spouse’s UC 401(a) plan: UC Pathway 2030other | Buy | $1,001 – $15,000 | Jan 2, 2025 | Apr 9, 2025 | 97 | Filing for Xavier Becerra Spouse’s UC 401(a) plan: UC Pathway 2030 trade |
| DTDavid TurkExecutive | Principal Global Emerging Markets Separate Acct Fundfund | Buy | $1,001 – $15,000 | Dec 30, 2024 | Apr 9, 2025 | 100 | Filing for David Turk Principal Global Emerging Markets Separate Acct Fund trade |
| DTDavid TurkExecutive | Principal OriginEmerging Markets Fund Class A Shares (POEYX)fund | Sell | $1,001 – $15,000 | Dec 30, 2024 | Apr 9, 2025 | 100 | Filing for David Turk Principal OriginEmerging Markets Fund Class A Shares (POEYX) trade |
| DTDavid TurkExecutive | Maryland Senator Edward Kasemeyer College Investment Plan -- Portfolio 2033fund | Sell | $1,001 – $15,000 | Dec 9, 2024 | Apr 9, 2025 | 121 | Filing for David Turk Maryland Senator Edward Kasemeyer College Investment Plan -- Portfolio 2033 trade |
| DTDavid TurkExecutive | Maryland Senator Edward Kasemeyer College Investment Plan -- Portfolio 2027fund | Sell | $1,001 – $15,000 | Dec 9, 2024 | Apr 9, 2025 | 121 | Filing for David Turk Maryland Senator Edward Kasemeyer College Investment Plan -- Portfolio 2027 trade |
| DTDavid TurkExecutive | Maryland Senator Edward Kasemeyer College Investment Plan -- Equitystock | Sell | $1,001 – $15,000 | Dec 9, 2024 | Apr 9, 2025 | 121 | Filing for David Turk Maryland Senator Edward Kasemeyer College Investment Plan -- Equity trade |
| XBXavier BecerraExecutive | Spouse’s UC 403(b) plan: UC Pathway 2035other | Buy | $1,001 – $15,000 | Nov 27, 2024 | Apr 9, 2025 | 133 | Filing for Xavier Becerra Spouse’s UC 403(b) plan: UC Pathway 2035 trade |
| XBXavier BecerraExecutive | Spouse’s UC 401(a) plan: UC Pathway 2030other | Buy | $1,001 – $15,000 | Nov 27, 2024 | Apr 9, 2025 | 133 | Filing for Xavier Becerra Spouse’s UC 401(a) plan: UC Pathway 2030 trade |
| XBXavier BecerraExecutive | Spouse’s UC 403(b) plan: UC Pathway 2035other | Buy | $1,001 – $15,000 | Nov 1, 2024 | Apr 9, 2025 | 159 | Filing for Xavier Becerra Spouse’s UC 403(b) plan: UC Pathway 2035 trade |
| XBXavier BecerraExecutive | BBarrick Mining Corporation | Buy | $15,001 – $50,000 | Jul 12, 2024 | Apr 9, 2025 | 271 | Filing for Xavier Becerra B trade |
| XBXavier BecerraExecutive | BBarrick Mining Corporation | Sell | $15,001 – $50,000 | Jul 12, 2024 | Apr 9, 2025 | 271 | Filing for Xavier Becerra B trade |
| XBXavier BecerraExecutive | BBarrick Mining Corporation | Buy | $15,001 – $50,000 | Jul 12, 2024 | Apr 9, 2025 | 271 | Filing for Xavier Becerra B trade |
| XBXavier BecerraExecutive | BBarrick Mining Corporation | Sell | $15,001 – $50,000 | Jul 12, 2024 | Apr 9, 2025 | 271 | Filing for Xavier Becerra B trade |
| XBXavier BecerraExecutive | Spouse’s Washington Hospital Centerstock | Buy | $15,001 – $50,000 | Jul 12, 2024 | Apr 9, 2025 | 271 | Filing for Xavier Becerra Spouse’s Washington Hospital Center trade |
| XBXavier BecerraExecutive | Spouse’s Washington Hospital Centerstock | Sell | $15,001 – $50,000 | Jul 12, 2024 | Apr 9, 2025 | 271 | Filing for Xavier Becerra Spouse’s Washington Hospital Center trade |
| XBXavier BecerraExecutive | Spouse’s USC Medical Center 403(b) planother | Buy | $50,001 – $100,000 | Jul 12, 2024 | Apr 9, 2025 | 271 | Filing for Xavier Becerra Spouse’s USC Medical Center 403(b) plan trade |
| XBXavier BecerraExecutive | Spouse’s USC Medical Center 403(b) planother | Sell | $50,001 – $100,000 | Jul 12, 2024 | Apr 9, 2025 | 271 | Filing for Xavier Becerra Spouse’s USC Medical Center 403(b) plan trade |
| XBXavier BecerraExecutive | Spouse’s UC 457(b) plan: UC Pathway 2035other | Buy | $100,001 – $250,000 | Jul 12, 2024 | Apr 9, 2025 | 271 | Filing for Xavier Becerra Spouse’s UC 457(b) plan: UC Pathway 2035 trade |
| XBXavier BecerraExecutive | Spouse’s UC 457(b) plan: UC Pathway 2020other | Sell | $100,001 – $250,000 | Jul 12, 2024 | Apr 9, 2025 | 271 | Filing for Xavier Becerra Spouse’s UC 457(b) plan: UC Pathway 2020 trade |
| XBXavier BecerraExecutive | Spouse’s UC 403(b) plan: UC Pathway 2035other | Buy | $100,001 – $250,000 | Jul 12, 2024 | Apr 9, 2025 | 271 | Filing for Xavier Becerra Spouse’s UC 403(b) plan: UC Pathway 2035 trade |
| XBXavier BecerraExecutive | Spouse’s UC 403(b) plan: UC Pathway 2020other | Sell | $100,001 – $250,000 | Jul 12, 2024 | Apr 9, 2025 | 271 | Filing for Xavier Becerra Spouse’s UC 403(b) plan: UC Pathway 2020 trade |
| DTDavid TurkExecutive | Vanguard Equity Income Fund Admiral Shares (VEIRX)fund | Buy | $1,001 – $15,000 | Jul 1, 2024 | Apr 9, 2025 | 282 | Filing for David Turk Vanguard Equity Income Fund Admiral Shares (VEIRX) trade |
| DTDavid TurkExecutive | Principal Equity Income Fund Institutional Class Shares (PEIIX)fund | Sell | $1,001 – $15,000 | Jul 1, 2024 | Apr 9, 2025 | 282 | Filing for David Turk Principal Equity Income Fund Institutional Class Shares (PEIIX) trade |
| XBXavier BecerraExecutive | U.S. Brokerage Account: Calvert Equity Fund Class A Shares (CSIEX)fund | Buy | $1,001 – $15,000 | May 7, 2024 | Apr 9, 2025 | 337 | Filing for Xavier Becerra U.S. Brokerage Account: Calvert Equity Fund Class A Shares (CSIEX) trade |
| XBXavier BecerraExecutive | U.S. Brokerage Account: Janus Henderson Enterprise Fund Class T Shares (JAENX)fund | Buy | $1,001 – $15,000 | May 7, 2024 | Apr 9, 2025 | 337 | Filing for Xavier Becerra U.S. Brokerage Account: Janus Henderson Enterprise Fund Class T Shares (JAENX) trade |
| XBXavier BecerraExecutive | U.S. Brokerage Account: JPMorgan Equity Income Fund Class A Shares (OIEIX)fund | Buy | $1,001 – $15,000 | May 7, 2024 | Apr 9, 2025 | 337 | Filing for Xavier Becerra U.S. Brokerage Account: JPMorgan Equity Income Fund Class A Shares (OIEIX) trade |
| XBXavier BecerraExecutive | U.S. Brokerage Account: Washington Mutual Investors Fund Class F1 Shares (WSHFX)fund | Buy | $1,001 – $15,000 | May 7, 2024 | Apr 9, 2025 | 337 | Filing for Xavier Becerra U.S. Brokerage Account: Washington Mutual Investors Fund Class F1 Shares (WSHFX) trade |
| XBXavier BecerraExecutive | Spouse’s IRA #2: Madison Mid Cap Fund Class Y Shares (GTSGX)fund | Sell | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra Spouse’s IRA #2: Madison Mid Cap Fund Class Y Shares (GTSGX) trade |
| XBXavier BecerraExecutive | Spouse’s IRA #2: SPDR Bloomberg 3-12 Month T-Bill ETF SPDR Bloomberg 3-12 Month T-Bill ETF (BILS)bond | Buy | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra Spouse’s IRA #2: SPDR Bloomberg 3-12 Month T-Bill ETF SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) trade |
| XBXavier BecerraExecutive | Spouse’s IRA #2: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)bond | Buy | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra Spouse’s IRA #2: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) trade |
| XBXavier BecerraExecutive | Spouse’s IRA #2: Calvert Equity Fund Class A Shares (CSIEX)fund | Sell | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra Spouse’s IRA #2: Calvert Equity Fund Class A Shares (CSIEX) trade |
| XBXavier BecerraExecutive | IYRiShares U.S. Real Estate ETF | Buy | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra IYR trade |
| XBXavier BecerraExecutive | Spouse’s IRA #2: Janus Henderson Enterprise Fund Class T Shares (JAENX)fund | Sell | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra Spouse’s IRA #2: Janus Henderson Enterprise Fund Class T Shares (JAENX) trade |
| XBXavier BecerraExecutive | Spouse’s IRA #2: JPMorgan Equity Income Fund Class A Shares (OIEIX)fund | Sell | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra Spouse’s IRA #2: JPMorgan Equity Income Fund Class A Shares (OIEIX) trade |
| XBXavier BecerraExecutive | Spouse’s IRA #2: Washington Mutual Investors Fund Class F1 Shares (WSHFX)fund | Sell | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra Spouse’s IRA #2: Washington Mutual Investors Fund Class F1 Shares (WSHFX) trade |
| XBXavier BecerraExecutive | Spouse’s IRA #2: JPMorgan Large Cap Growth Fund Class A Shares (OLGAX)fund | Sell | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra Spouse’s IRA #2: JPMorgan Large Cap Growth Fund Class A Shares (OLGAX) trade |
| XBXavier BecerraExecutive | CORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | Buy | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra CORP trade |
| XBXavier BecerraExecutive | BONDPIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | Buy | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra BOND trade |
| XBXavier BecerraExecutive | Spouse’s IRA #2: Eaton Vance Floating-Rate Advantage Fund Class A Shares (EAFAX)fund | Buy | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra Spouse’s IRA #2: Eaton Vance Floating-Rate Advantage Fund Class A Shares (EAFAX) trade |
| XBXavier BecerraExecutive | Spouse’s IRA #1: Madison Mid Cap Fund Class Y Shares (GTSGX)fund | Sell | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra Spouse’s IRA #1: Madison Mid Cap Fund Class Y Shares (GTSGX) trade |
| XBXavier BecerraExecutive | Spouse’s IRA #1: SPDR Bloomberg 3-12 Month T-Bill ETF SPDR Bloomberg 3-12 Month T-Bill ETF (BILS)bond | Buy | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra Spouse’s IRA #1: SPDR Bloomberg 3-12 Month T-Bill ETF SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) trade |
| XBXavier BecerraExecutive | Spouse’s IRA #1: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)bond | Buy | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra Spouse’s IRA #1: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) trade |
| XBXavier BecerraExecutive | Spouse’s IRA #1: Calvert Equity Fund Class A Shares (CSIEX)fund | Sell | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra Spouse’s IRA #1: Calvert Equity Fund Class A Shares (CSIEX) trade |
| XBXavier BecerraExecutive | IYRiShares U.S. Real Estate ETF | Buy | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra IYR trade |
| XBXavier BecerraExecutive | Spouse’s IRA #1: Washington Mutual Investors Fund Class F1 Shares (WSHFX)fund | Sell | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra Spouse’s IRA #1: Washington Mutual Investors Fund Class F1 Shares (WSHFX) trade |