| CAChristine AbizaidExecutive | Moonshot Fund IIIfund | Buy | $1,001 – $15,000 | Sep 28, 2023 | Oct 31, 2024 | 399 | Filing for Christine Abizaid Moonshot Fund III trade |
| AAAdewale AdeyemoExecutive | Climate Impact Portfoliofund | Sell | $1,001 – $15,000 | Sep 13, 2023 | Oct 25, 2024 | 408 | Filing for Adewale Adeyemo Climate Impact Portfolio trade |
| AAAdewale AdeyemoExecutive | Broad Impact Portfoliofund | Sell | $1,001 – $15,000 | Sep 13, 2023 | Oct 25, 2024 | 408 | Filing for Adewale Adeyemo Broad Impact Portfolio trade |
| AAAdewale AdeyemoExecutive | GOOGAlphabet Inc. Class C | Sell | $15,001 – $50,000 | Sep 11, 2023 | Oct 25, 2024 | 410 | Filing for Adewale Adeyemo GOOG trade |
| AKAdriana KuglerExecutive | Apple Inc. (APPL)stock | Buy | $1,001 – $15,000 | Sep 9, 2024 | Oct 24, 2024 | 45 | Filing for Adriana Kugler Apple Inc. (APPL) trade |
| AKAdriana KuglerExecutive | CAVACAVA Group Inc. | Buy | $1,001 – $15,000 | Jul 25, 2024 | Oct 24, 2024 | 91 | Filing for Adriana Kugler CAVA trade |
| AKAdriana KuglerExecutive | AAPLApple Inc. | Buy | $1,001 – $15,000 | Jul 24, 2024 | Oct 24, 2024 | 92 | Filing for Adriana Kugler AAPL trade |
| AKAdriana KuglerExecutive | AAPLApple Inc. | Buy | $1,001 – $15,000 | Jul 22, 2024 | Oct 24, 2024 | 94 | Filing for Adriana Kugler AAPL trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Buy | $1,001 – $15,000 | Dec 28, 2023 | Oct 22, 2024 | 299 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| SPSethuraman PanchanathanExecutive | Swan Defined Risk Fund Class I Sharesfund | Buy | $15,001 – $50,000 | Dec 28, 2023 | Oct 22, 2024 | 299 | Filing for Sethuraman Panchanathan Swan Defined Risk Fund Class I Shares trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Buy | $1,001 – $15,000 | Dec 21, 2023 | Oct 22, 2024 | 306 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Balanced Fund (FBALX)fund | Buy | $1,001 – $15,000 | Dec 21, 2023 | Oct 22, 2024 | 306 | Filing for Sethuraman Panchanathan Fidelity Balanced Fund (FBALX) trade |
| SPSethuraman PanchanathanExecutive | Vanguard Balanced Index Fund Admiral Shares (VBIAX)etf | Buy | $1,001 – $15,000 | Dec 20, 2023 | Oct 22, 2024 | 307 | Filing for Sethuraman Panchanathan Vanguard Balanced Index Fund Admiral Shares (VBIAX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Buy | $1,001 – $15,000 | Dec 14, 2023 | Oct 22, 2024 | 313 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Buy | $1,001 – $15,000 | Dec 13, 2023 | Oct 22, 2024 | 314 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| SPSethuraman PanchanathanExecutive | Value Line Asset Allocation Fund, Inc Investorfund | Buy | $15,001 – $50,000 | Dec 13, 2023 | Oct 22, 2024 | 314 | Filing for Sethuraman Panchanathan Value Line Asset Allocation Fund, Inc Investor trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Buy | $1,001 – $15,000 | Dec 12, 2023 | Oct 22, 2024 | 315 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Buy | $1,001 – $15,000 | Dec 1, 2023 | Oct 22, 2024 | 326 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Buy | $1,001 – $15,000 | Nov 30, 2023 | Oct 22, 2024 | 327 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Buy | $1,001 – $15,000 | Oct 13, 2023 | Oct 22, 2024 | 375 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Balanced Fund (FBALX)fund | Buy | $1,001 – $15,000 | Oct 13, 2023 | Oct 22, 2024 | 375 | Filing for Sethuraman Panchanathan Fidelity Balanced Fund (FBALX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fundfund | Buy | $15,001 – $50,000 | Oct 2, 2023 | Oct 22, 2024 | 386 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Buy | $1,001 – $15,000 | Sep 21, 2023 | Oct 22, 2024 | 397 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Buy | $1,001 – $15,000 | Sep 12, 2023 | Oct 22, 2024 | 406 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fundfund | Buy | $15,001 – $50,000 | Sep 1, 2023 | Oct 22, 2024 | 417 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Buy | $1,001 – $15,000 | Aug 30, 2023 | Oct 22, 2024 | 419 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Buy | $1,001 – $15,000 | Jul 7, 2023 | Oct 22, 2024 | 473 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Buy | $1,001 – $15,000 | Jul 3, 2023 | Oct 22, 2024 | 477 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Buy | $1,001 – $15,000 | Jun 23, 2023 | Oct 22, 2024 | 487 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Buy | $1,001 – $15,000 | Jun 13, 2023 | Oct 22, 2024 | 497 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Buy | $1,001 – $15,000 | Jun 1, 2023 | Oct 22, 2024 | 509 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Buy | $1,001 – $15,000 | May 30, 2023 | Oct 22, 2024 | 511 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Balanced Fund (FBALX)fund | Buy | $1,001 – $15,000 | Apr 5, 2023 | Oct 22, 2024 | 566 | Filing for Sethuraman Panchanathan Fidelity Balanced Fund (FBALX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Buy | $1,001 – $15,000 | Apr 3, 2023 | Oct 22, 2024 | 568 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| SPSethuraman PanchanathanExecutive | Janus Henderson Balanced Fund Class T Shares (JABAX)fund | Buy | $1,001 – $15,000 | Mar 31, 2023 | Oct 22, 2024 | 571 | Filing for Sethuraman Panchanathan Janus Henderson Balanced Fund Class T Shares (JABAX) trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fundfund | Buy | $15,001 – $50,000 | Mar 31, 2023 | Oct 22, 2024 | 571 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund trade |
| SPSethuraman PanchanathanExecutive | American Balanced Fund Class F1 Shares (BALFX)fund | Buy | $1,001 – $15,000 | Mar 14, 2023 | Oct 22, 2024 | 588 | Filing for Sethuraman Panchanathan American Balanced Fund Class F1 Shares (BALFX) trade |
| SPSethuraman PanchanathanExecutive | George Putnam Balanced Fund CL Afund | Buy | $1,001 – $15,000 | Feb 28, 2023 | Oct 22, 2024 | 602 | Filing for Sethuraman Panchanathan George Putnam Balanced Fund CL A trade |
| SPSethuraman PanchanathanExecutive | GS SM CAP VALUE R6 to VANG SMCPVLother | Exchange | $250,001 – $500,000 | Feb 13, 2023 | Oct 22, 2024 | 617 | Filing for Sethuraman Panchanathan GS SM CAP VALUE R6 to VANG SMCPVL trade |
| SPSethuraman PanchanathanExecutive | Fidelity Government Money Market Fund (SPAXX)fund | Sell | $1,001 – $15,000 | Feb 3, 2023 | Oct 22, 2024 | 627 | Filing for Sethuraman Panchanathan Fidelity Government Money Market Fund (SPAXX) trade |
| CTCarlos Del ToroExecutive | US Treasury Billbond | Buy | $5,000,001 – $25,000,000 | Nov 2, 2023 | Oct 12, 2024 | 345 | Filing for Carlos Del Toro US Treasury Bill trade |
| CTCarlos Del ToroExecutive | US Treasury Billbond | Buy | $5,000,001 – $25,000,000 | Nov 1, 2023 | Oct 12, 2024 | 346 | Filing for Carlos Del Toro US Treasury Bill trade |
| CTCarlos Del ToroExecutive | US Treasury Billbond | Buy | $500,001 – $1,000,000 | Jul 27, 2023 | Oct 12, 2024 | 443 | Filing for Carlos Del Toro US Treasury Bill trade |
| CTCarlos Del ToroExecutive | US Treasury Billbond | Buy | $250,001 – $500,000 | Jul 26, 2023 | Oct 12, 2024 | 444 | Filing for Carlos Del Toro US Treasury Bill trade |
| CTCarlos Del ToroExecutive | Lord Abbett Bond-Debenture Fund, Inc Classfund | Sell | $15,001 – $50,000 | Jul 26, 2023 | Oct 12, 2024 | 444 | Filing for Carlos Del Toro Lord Abbett Bond-Debenture Fund, Inc Class trade |
| CTCarlos Del ToroExecutive | Columbia Floating Rate Fund Institutional Class Shares (CFRZX)fund | Sell | $1,001 – $15,000 | Jul 26, 2023 | Oct 12, 2024 | 444 | Filing for Carlos Del Toro Columbia Floating Rate Fund Institutional Class Shares (CFRZX) trade |
| CTCarlos Del ToroExecutive | Columbia Seligman Communications &stock | Buy | $15,001 – $50,000 | Jul 26, 2023 | Oct 12, 2024 | 444 | Filing for Carlos Del Toro Columbia Seligman Communications & trade |
| CTCarlos Del ToroExecutive | DPZDomino's Pizza Inc | Buy | $15,001 – $50,000 | Jul 26, 2023 | Oct 12, 2024 | 444 | Filing for Carlos Del Toro DPZ trade |
| CTCarlos Del ToroExecutive | TAT&T Inc. | Sell | $1,001 – $15,000 | Jul 26, 2023 | Oct 12, 2024 | 444 | Filing for Carlos Del Toro T trade |
| CTCarlos Del ToroExecutive | Columbia Seligman Tech Fund (CCIZX)fund | Buy | $15,001 – $50,000 | Jul 26, 2023 | Oct 12, 2024 | 444 | Filing for Carlos Del Toro Columbia Seligman Tech Fund (CCIZX) trade |