| MMMark W. MenezesExecutive | XYZBlock Inc. Class A | Buy | $1,001 – $15,000 | May 7, 2020 | Feb 19, 2021 | 288 | Filing for Mark W. Menezes XYZ trade |
| MMMark W. MenezesExecutive | S&P Emerging Markets Dividend ETFetf | Sell | $1,001 – $15,000 | May 4, 2020 | Feb 19, 2021 | 291 | Filing for Mark W. Menezes S&P Emerging Markets Dividend ETF trade |
| MMMark W. MenezesExecutive | Schwab Municipal Money Fundfund | Buy | $50,001 – $100,000 | May 4, 2020 | Feb 19, 2021 | 291 | Filing for Mark W. Menezes Schwab Municipal Money Fund trade |
| MMMark W. MenezesExecutive | Patterson Cos., Inc. (PDCO)stock | Sell | $1,001 – $15,000 | May 4, 2020 | Feb 19, 2021 | 291 | Filing for Mark W. Menezes Patterson Cos., Inc. (PDCO) trade |
| MMMark W. MenezesExecutive | S&P Emerging Markets Dividend ETFetf | Sell | $1,001 – $15,000 | Apr 29, 2020 | Feb 19, 2021 | 296 | Filing for Mark W. Menezes S&P Emerging Markets Dividend ETF trade |
| MMMark W. MenezesExecutive | SBUXStarbucks Corporation | Buy | $1,001 – $15,000 | Apr 23, 2020 | Feb 19, 2021 | 302 | Filing for Mark W. Menezes SBUX trade |
| MMMark W. MenezesExecutive | DALDelta Air Lines Inc. | Sell | $1,001 – $15,000 | Mar 20, 2020 | Feb 19, 2021 | 336 | Filing for Mark W. Menezes DAL trade |
| MMMark W. MenezesExecutive | WDAYWorkday Inc. Class A | Sell | $1,001 – $15,000 | Jan 2, 2020 | Feb 19, 2021 | 414 | Filing for Mark W. Menezes WDAY trade |
| BBBarbara M. BarrettExecutive | Impele Holdings LLCother | Buy | $15,001 – $50,000 | Jan 13, 2021 | Feb 17, 2021 | 35 | Filing for Barbara M. Barrett Impele Holdings LLC trade |
| BBBarbara M. BarrettExecutive | IVWiShares S&P 500 Growth ETF | Sell | $1,001 – $15,000 | Jan 6, 2021 | Feb 17, 2021 | 42 | Filing for Barbara M. Barrett IVW trade |
| BBBarbara M. BarrettExecutive | Eaton Vance Global Macro Absolute Return Advantage Fund Class I Shares (EGRIX)fund | Buy | $1,001 – $15,000 | Jan 5, 2021 | Feb 17, 2021 | 43 | Filing for Barbara M. Barrett Eaton Vance Global Macro Absolute Return Advantage Fund Class I Shares (EGRIX) trade |
| BBBarbara M. BarrettExecutive | Eaton Vance High Yield Municipal Income Fund Class I Shares (EIHYX)fund | Buy | $15,001 – $50,000 | Jan 5, 2021 | Feb 17, 2021 | 43 | Filing for Barbara M. Barrett Eaton Vance High Yield Municipal Income Fund Class I Shares (EIHYX) trade |
| BBBarbara M. BarrettExecutive | Franklin Federal Intermediate-Term Tax-Free Income Fund Advisor Class Shares (FITZX)fund | Buy | $1,001 – $15,000 | Jan 5, 2021 | Feb 17, 2021 | 43 | Filing for Barbara M. Barrett Franklin Federal Intermediate-Term Tax-Free Income Fund Advisor Class Shares (FITZX) trade |
| BBBarbara M. BarrettExecutive | Lord Abbett National Tax Free Fund Class F Shares (LANFX)fund | Buy | $15,001 – $50,000 | Jan 5, 2021 | Feb 17, 2021 | 43 | Filing for Barbara M. Barrett Lord Abbett National Tax Free Fund Class F Shares (LANFX) trade |
| SPSethuraman PanchanathanExecutive | WHRWhirlpool Corporation | Sell | $15,001 – $50,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan WHR trade |
| SPSethuraman PanchanathanExecutive | WMTWalmart Inc. | Sell | $1,001 – $15,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan WMT trade |
| SPSethuraman PanchanathanExecutive | Varian Medical Systems, Inc. (VAR)stock | Sell | $1,001 – $15,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan Varian Medical Systems, Inc. (VAR) trade |
| SPSethuraman PanchanathanExecutive | SBUXStarbucks Corporation | Sell | $1,001 – $15,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan SBUX trade |
| SPSethuraman PanchanathanExecutive | FLOWGlobal X U.S. Cash Flow Kings 100 ETF | Sell | $15,001 – $50,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan FLOW trade |
| SPSethuraman PanchanathanExecutive | Reckitt Benckiser Group PLC RBGLYstock | Sell | $1,001 – $15,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan Reckitt Benckiser Group PLC RBGLY trade |
| SPSethuraman PanchanathanExecutive | Raytheon Technologies Corp RTXstock | Sell | $1,001 – $15,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan Raytheon Technologies Corp RTX trade |
| SPSethuraman PanchanathanExecutive | PGProcter & Gamble Company (The) | Sell | $1,001 – $15,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan PG trade |
| SPSethuraman PanchanathanExecutive | PEPPepsiCo Inc. | Sell | $1,001 – $15,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan PEP trade |
| SPSethuraman PanchanathanExecutive | ORCLOracle Corporation | Sell | $1,001 – $15,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan ORCL trade |
| SPSethuraman PanchanathanExecutive | NVONovo Nordisk A/S | Sell | $1,001 – $15,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan NVO trade |
| SPSethuraman PanchanathanExecutive | NKENike Inc. | Sell | $15,001 – $50,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan NKE trade |
| SPSethuraman PanchanathanExecutive | MSFTMicrosoft Corporation | Sell | $15,001 – $50,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan MSFT trade |
| SPSethuraman PanchanathanExecutive | MGAMagna International Inc. | Sell | $15,001 – $50,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan MGA trade |
| SPSethuraman PanchanathanExecutive | JNJJohnson & Johnson | Sell | $15,001 – $50,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan JNJ trade |
| SPSethuraman PanchanathanExecutive | JPMJP Morgan Chase & Co. | Sell | $15,001 – $50,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan JPM trade |
| SPSethuraman PanchanathanExecutive | IFFInternational Flavors & Fragrances Inc. | Sell | $1,001 – $15,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan IFF trade |
| SPSethuraman PanchanathanExecutive | GDGeneral Dynamics Corporation | Sell | $1,001 – $15,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan GD trade |
| SPSethuraman PanchanathanExecutive | EXPDExpeditors International of Washington Inc. | Sell | $1,001 – $15,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan EXPD trade |
| SPSethuraman PanchanathanExecutive | DISWalt Disney Company (The) | Sell | $15,001 – $50,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan DIS trade |
| SPSethuraman PanchanathanExecutive | Danone Sponsored France ADRstock | Sell | $15,001 – $50,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan Danone Sponsored France ADR trade |
| SPSethuraman PanchanathanExecutive | CCitigroup Inc. | Sell | $15,001 – $50,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan C trade |
| SPSethuraman PanchanathanExecutive | CSCOCisco Systems Inc. | Sell | $1,001 – $15,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan CSCO trade |
| SPSethuraman PanchanathanExecutive | CVXChevron Corporation | Sell | $15,001 – $50,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan CVX trade |
| SPSethuraman PanchanathanExecutive | CHRWC.H. Robinson Worldwide Inc. | Sell | $15,001 – $50,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan CHRW trade |
| SPSethuraman PanchanathanExecutive | BIIBBiogen Inc. | Sell | $1,001 – $15,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan BIIB trade |
| SPSethuraman PanchanathanExecutive | BDXBecton Dickinson and Company | Sell | $1,001 – $15,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan BDX trade |
| SPSethuraman PanchanathanExecutive | AAPLApple Inc. | Sell | $15,001 – $50,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan AAPL trade |
| SPSethuraman PanchanathanExecutive | GOOGAlphabet Inc. Class C | Sell | $1,001 – $15,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan GOOG trade |
| SPSethuraman PanchanathanExecutive | AMGAffiliated Managers Group Inc. | Sell | $15,001 – $50,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan AMG trade |
| SPSethuraman PanchanathanExecutive | MDTMedtronic plc. | Sell | $15,001 – $50,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan MDT trade |
| SPSethuraman PanchanathanExecutive | LBTYKLiberty Global Ltd. Class C | Sell | $15,001 – $50,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan LBTYK trade |
| SPSethuraman PanchanathanExecutive | ACNAccenture plc Class A | Sell | $1,001 – $15,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Sethuraman Panchanathan ACN trade |
| BBBarbara M. BarrettExecutive | Blackstone Alternative Multi-Strategy Fund Class I Shares (BXMIX)fund | Buy | $15,001 – $50,000 | Jan 4, 2021 | Feb 17, 2021 | 44 | Filing for Barbara M. Barrett Blackstone Alternative Multi-Strategy Fund Class I Shares (BXMIX) trade |
| JRJeffrey A. RosenExecutive | AB Multi-Manager Alternative Fundfund | Buy | $15,001 – $50,000 | Dec 31, 2020 | Feb 17, 2021 | 48 | Filing for Jeffrey A. Rosen AB Multi-Manager Alternative Fund trade |
| JRJeffrey A. RosenExecutive | SCZiShares MSCI EAFE Small-Cap ETF | Sell | $15,001 – $50,000 | Dec 28, 2020 | Feb 17, 2021 | 51 | Filing for Jeffrey A. Rosen SCZ trade |