| TVThomas J. VilsackExecutive | JPMorgan Large Cap Growth Fund Class I Shares (SEEGX)fund | Buy | $1,001 – $15,000 | Jan 31, 2024 | Feb 19, 2025 | 385 | Filing for Thomas J. Vilsack JPMorgan Large Cap Growth Fund Class I Shares (SEEGX) trade |
| TVThomas J. VilsackExecutive | MFS Growth Fund Class I Shares (MFEIX)fund | Sell | $1,001 – $15,000 | Jan 31, 2024 | Feb 19, 2025 | 385 | Filing for Thomas J. Vilsack MFS Growth Fund Class I Shares (MFEIX) trade |
| TVThomas J. VilsackExecutive | JPMorgan Large Cap Growth Fund Class I Shares (SEEGX)fund | Buy | $1,001 – $15,000 | Jan 31, 2024 | Feb 19, 2025 | 385 | Filing for Thomas J. Vilsack JPMorgan Large Cap Growth Fund Class I Shares (SEEGX) trade |
| TVThomas J. VilsackExecutive | JPMorgan Core Bond Fund Class I Shares (WOBDX)fund | Buy | $1,001 – $15,000 | Jan 30, 2024 | Feb 19, 2025 | 386 | Filing for Thomas J. Vilsack JPMorgan Core Bond Fund Class I Shares (WOBDX) trade |
| TVThomas J. VilsackExecutive | Invesco Oppenheimer Total Return Bond Fund Class Y Shares (OPBYX)fund | Sell | $1,001 – $15,000 | Jan 30, 2024 | Feb 19, 2025 | 386 | Filing for Thomas J. Vilsack Invesco Oppenheimer Total Return Bond Fund Class Y Shares (OPBYX) trade |
| TVThomas J. VilsackExecutive | JPMorgan Core Bond Fund Class I Shares (WOBDX)fund | Buy | $1,001 – $15,000 | Jan 30, 2024 | Feb 19, 2025 | 386 | Filing for Thomas J. Vilsack JPMorgan Core Bond Fund Class I Shares (WOBDX) trade |
| TVThomas J. VilsackExecutive | Invesco Oppenheimer Total Return Bond Fund Class Y Shares (OPBYX)fund | Sell | $1,001 – $15,000 | Jan 30, 2024 | Feb 19, 2025 | 386 | Filing for Thomas J. Vilsack Invesco Oppenheimer Total Return Bond Fund Class Y Shares (OPBYX) trade |
| TVThomas J. VilsackExecutive | Putnam Small Cap Growth Fund Class Y Shares (PSYGX)fund | Buy | $1,001 – $15,000 | Jan 26, 2024 | Feb 19, 2025 | 390 | Filing for Thomas J. Vilsack Putnam Small Cap Growth Fund Class Y Shares (PSYGX) trade |
| MWMichael WhitakerExecutive | GOOGLAlphabet Inc. Class A | Sell | $50,001 – $100,000 | Jan 9, 2024 | Feb 19, 2025 | 407 | Filing for Michael Whitaker GOOGL trade |
| MWMichael WhitakerExecutive | MSFTMicrosoft Corporation | Sell | $15,001 – $50,000 | Jan 9, 2024 | Feb 19, 2025 | 407 | Filing for Michael Whitaker MSFT trade |
| MWMichael WhitakerExecutive | ANRA Technologiesstock | Sell | $15,001 – $50,000 | Jan 8, 2024 | Feb 19, 2025 | 408 | Filing for Michael Whitaker ANRA Technologies trade |
| PTPolly TrottenbergExecutive | Fidelity VIP FundsManager 50 (FNAYC)other | Sell | $250,001 – $500,000 | Jan 3, 2024 | Feb 19, 2025 | 413 | Filing for Polly Trottenberg Fidelity VIP FundsManager 50 (FNAYC) trade |
| MWMichael WhitakerExecutive | ANRA Technologiesstock | Sell | $15,001 – $50,000 | Jan 3, 2024 | Feb 19, 2025 | 413 | Filing for Michael Whitaker ANRA Technologies trade |
| DCDeanne CriswellExecutive | LULUlululemon athletica inc. | Sell | $15,001 – $50,000 | Nov 21, 2024 | Jan 25, 2025 | 65 | Filing for Deanne Criswell LULU trade |
| DCDeanne CriswellExecutive | AAPLApple Inc. | Sell | $1,001 – $15,000 | Nov 21, 2024 | Jan 25, 2025 | 65 | Filing for Deanne Criswell AAPL trade |
| DCDeanne CriswellExecutive | CRWDCrowdStrike Holdings Inc. Class A | Sell | $15,001 – $50,000 | Nov 21, 2024 | Jan 25, 2025 | 65 | Filing for Deanne Criswell CRWD trade |
| DCDeanne CriswellExecutive | PLTRPalantir Technologies Inc. Class A | Sell | $15,001 – $50,000 | Nov 21, 2024 | Jan 25, 2025 | 65 | Filing for Deanne Criswell PLTR trade |
| DCDeanne CriswellExecutive | ADSKAutodesk Inc. | Sell | $15,001 – $50,000 | Nov 21, 2024 | Jan 25, 2025 | 65 | Filing for Deanne Criswell ADSK trade |
| DCDeanne CriswellExecutive | PAYCPaycom Software Inc. | Sell | $15,001 – $50,000 | Nov 21, 2024 | Jan 25, 2025 | 65 | Filing for Deanne Criswell PAYC trade |
| DCDeanne CriswellExecutive | METAMeta Platforms Inc. Class A | Sell | $1,001 – $15,000 | Nov 21, 2024 | Jan 25, 2025 | 65 | Filing for Deanne Criswell META trade |
| DCDeanne CriswellExecutive | AMZNAmazon.com Inc. | Sell | $1,001 – $15,000 | Nov 21, 2024 | Jan 25, 2025 | 65 | Filing for Deanne Criswell AMZN trade |
| DCDeanne CriswellExecutive | Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)fund | Buy | $15,001 – $50,000 | Nov 21, 2024 | Jan 25, 2025 | 65 | Filing for Deanne Criswell Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) trade |
| DCDeanne CriswellExecutive | QQQInvesco QQQ Trust, Series 1 | Sell | $1,001 – $15,000 | Nov 20, 2024 | Jan 25, 2025 | 66 | Filing for Deanne Criswell QQQ trade |
| KHKamala D. HarrisDExecutive | VONVVanguard Russell 1000 Value ETF | Buy | $1,001 – $15,000 | Dec 27, 2024 | Jan 22, 2025 | 26 | Filing for Kamala D. Harris VONV trade |
| KHKamala D. HarrisDExecutive | USHYiShares Broad USD High Yield Corporate Bond ETF | Buy | $1,001 – $15,000 | Dec 27, 2024 | Jan 22, 2025 | 26 | Filing for Kamala D. Harris USHY trade |
| KHKamala D. HarrisDExecutive | EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | Buy | $1,001 – $15,000 | Dec 27, 2024 | Jan 22, 2025 | 26 | Filing for Kamala D. Harris EMB trade |
| KHKamala D. HarrisDExecutive | USIGiShares Broad USD Investment Grade Corporate Bond ETF | Buy | $1,001 – $15,000 | Dec 27, 2024 | Jan 22, 2025 | 26 | Filing for Kamala D. Harris USIG trade |
| KHKamala D. HarrisDExecutive | (Spouse) iShares 20+ Year Treasury Bond (TLT)bond | Buy | $1,001 – $15,000 | Dec 27, 2024 | Jan 22, 2025 | 26 | Filing for Kamala D. Harris (Spouse) iShares 20+ Year Treasury Bond (TLT) trade |
| KHKamala D. HarrisDExecutive | IEMGiShares Core MSCI Emerging Markets ETF | Buy | $1,001 – $15,000 | Dec 24, 2024 | Jan 22, 2025 | 29 | Filing for Kamala D. Harris IEMG trade |
| KHKamala D. HarrisDExecutive | EMLCVanEck J. P. Morgan EM Local Currency Bond ET | Buy | $1,001 – $15,000 | Nov 19, 2024 | Jan 22, 2025 | 64 | Filing for Kamala D. Harris EMLC trade |
| KHKamala D. HarrisDExecutive | USHYiShares Broad USD High Yield Corporate Bond ETF | Buy | $1,001 – $15,000 | Nov 19, 2024 | Jan 22, 2025 | 64 | Filing for Kamala D. Harris USHY trade |
| KHKamala D. HarrisDExecutive | USIGiShares Broad USD Investment Grade Corporate Bond ETF | Buy | $1,001 – $15,000 | Nov 19, 2024 | Jan 22, 2025 | 64 | Filing for Kamala D. Harris USIG trade |
| KHKamala D. HarrisDExecutive | VTHRVanguard Russell 3000 ETF | Buy | $1,001 – $15,000 | Nov 12, 2024 | Jan 22, 2025 | 71 | Filing for Kamala D. Harris VTHR trade |
| KHKamala D. HarrisDExecutive | VTHRVanguard Russell 3000 ETF | Buy | $15,001 – $50,000 | Nov 12, 2024 | Jan 22, 2025 | 71 | Filing for Kamala D. Harris VTHR trade |
| KHKamala D. HarrisDExecutive | (Spouse) iShares 20+ Year Treasury Bond (TLT)bond | Sell | $1,001 – $15,000 | Nov 12, 2024 | Jan 22, 2025 | 71 | Filing for Kamala D. Harris (Spouse) iShares 20+ Year Treasury Bond (TLT) trade |
| KHKamala D. HarrisDExecutive | (Spouse) iShares 20+ Year Treasury Bond (TLT)bond | Sell | $15,001 – $50,000 | Nov 12, 2024 | Jan 22, 2025 | 71 | Filing for Kamala D. Harris (Spouse) iShares 20+ Year Treasury Bond (TLT) trade |
| KHKamala D. HarrisDExecutive | USIGiShares Broad USD Investment Grade Corporate Bond ETF | Buy | $1,001 – $15,000 | Oct 29, 2024 | Jan 22, 2025 | 85 | Filing for Kamala D. Harris USIG trade |
| KHKamala D. HarrisDExecutive | (Spouse) iShares 20+ Year Treasury Bond (TLT)bond | Buy | $1,001 – $15,000 | Oct 29, 2024 | Jan 22, 2025 | 85 | Filing for Kamala D. Harris (Spouse) iShares 20+ Year Treasury Bond (TLT) trade |
| KHKamala D. HarrisDExecutive | VONVVanguard Russell 1000 Value ETF | Buy | $15,001 – $50,000 | Oct 21, 2024 | Jan 22, 2025 | 93 | Filing for Kamala D. Harris VONV trade |
| KHKamala D. HarrisDExecutive | VONGVanguard Russell 1000 Growth ETF | Buy | $15,001 – $50,000 | Oct 21, 2024 | Jan 22, 2025 | 93 | Filing for Kamala D. Harris VONG trade |
| KHKamala D. HarrisDExecutive | VGITVanguard Intermediate-Term Treasury ETF | Sell | $1,001 – $15,000 | Oct 21, 2024 | Jan 22, 2025 | 93 | Filing for Kamala D. Harris VGIT trade |
| KHKamala D. HarrisDExecutive | VGITVanguard Intermediate-Term Treasury ETF | Sell | $15,001 – $50,000 | Oct 21, 2024 | Jan 22, 2025 | 93 | Filing for Kamala D. Harris VGIT trade |
| KHKamala D. HarrisDExecutive | MBBiShares MBS ETF | Sell | $1,001 – $15,000 | Oct 21, 2024 | Jan 22, 2025 | 93 | Filing for Kamala D. Harris MBB trade |
| KHKamala D. HarrisDExecutive | MBBiShares MBS ETF | Sell | $15,001 – $50,000 | Oct 21, 2024 | Jan 22, 2025 | 93 | Filing for Kamala D. Harris MBB trade |
| KHKamala D. HarrisDExecutive | VONVVanguard Russell 1000 Value ETF | Buy | $1,001 – $15,000 | Aug 26, 2024 | Jan 22, 2025 | 149 | Filing for Kamala D. Harris VONV trade |
| KHKamala D. HarrisDExecutive | VONGVanguard Russell 1000 Growth ETF | Buy | $15,001 – $50,000 | Aug 26, 2024 | Jan 22, 2025 | 149 | Filing for Kamala D. Harris VONG trade |
| KHKamala D. HarrisDExecutive | XLKState Street Technology Select Sector SPDR ETF | Sell | $1,001 – $15,000 | Aug 26, 2024 | Jan 22, 2025 | 149 | Filing for Kamala D. Harris XLK trade |
| KHKamala D. HarrisDExecutive | XLKState Street Technology Select Sector SPDR ETF | Sell | $15,001 – $50,000 | Aug 26, 2024 | Jan 22, 2025 | 149 | Filing for Kamala D. Harris XLK trade |
| KHKamala D. HarrisDExecutive | VONVVanguard Russell 1000 Value ETF | Buy | $1,001 – $15,000 | Jun 27, 2024 | Jan 22, 2025 | 209 | Filing for Kamala D. Harris VONV trade |
| KHKamala D. HarrisDExecutive | IEFAiShares Core MSCI EAFE ETF | Buy | $1,001 – $15,000 | Jun 27, 2024 | Jan 22, 2025 | 209 | Filing for Kamala D. Harris IEFA trade |