| KCKurt CampbellExecutive | Vanguard Short-Term Tax-Exempt Fundfund | Sell | $50,001 – $100,000 | Apr 8, 2024 | Mar 13, 2025 | 339 | Filing for Kurt Campbell Vanguard Short-Term Tax-Exempt Fund trade |
| KCKurt CampbellExecutive | FIMUFidelity Intermediate Municipal Income ETF | Sell | $15,001 – $50,000 | Apr 8, 2024 | Mar 13, 2025 | 339 | Filing for Kurt Campbell FIMU trade |
| CNClarence W. NelsonExecutive | IJJiShares S&P Mid-Cap 400 Value ETF | Buy | $1,001 – $15,000 | Apr 5, 2024 | Mar 13, 2025 | 342 | Filing for Clarence W. Nelson IJJ trade |
| CNClarence W. NelsonExecutive | Nuance Mid Cap Value Fund Class Z Shares (NMVZX)fund | Sell | $1,001 – $15,000 | Apr 5, 2024 | Mar 13, 2025 | 342 | Filing for Clarence W. Nelson Nuance Mid Cap Value Fund Class Z Shares (NMVZX) trade |
| CNClarence W. NelsonExecutive | DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX)fund | Sell | $1,001 – $15,000 | Apr 5, 2024 | Mar 13, 2025 | 342 | Filing for Clarence W. Nelson DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX) trade |
| CNClarence W. NelsonExecutive | Diamond Hill Large Cap Fund Class Y Shares (DHLYX)fund | Sell | $1,001 – $15,000 | Mar 11, 2024 | Mar 13, 2025 | 367 | Filing for Clarence W. Nelson Diamond Hill Large Cap Fund Class Y Shares (DHLYX) trade |
| JGJennifer GranholmExecutive | Wilmington Trust Collective Investment Truststock | Sell | $100,001 – $250,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Wilmington Trust Collective Investment Trust trade |
| JGJennifer GranholmExecutive | BLKBlackRock Inc. | Sell | $100,001 – $250,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm BLK trade |
| JGJennifer GranholmExecutive | Real Estate/Cohen & Steers Fundfund | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Real Estate/Cohen & Steers Fund trade |
| JGJennifer GranholmExecutive | DFA Inflation-Protected Securities Istock | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm DFA Inflation-Protected Securities I trade |
| JGJennifer GranholmExecutive | Small Cap Growth Fund II Fee Class R1fund | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Small Cap Growth Fund II Fee Class R1 trade |
| JGJennifer GranholmExecutive | Mid Cap Gro II Class R1other | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Mid Cap Gro II Class R1 trade |
| JGJennifer GranholmExecutive | Small Cap Value/Victory Fundfund | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Small Cap Value/Victory Fund trade |
| JGJennifer GranholmExecutive | Mid Cap Value Fee Class R1other | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Mid Cap Value Fee Class R1 trade |
| JGJennifer GranholmExecutive | DFA Emerging Markets 1other | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm DFA Emerging Markets 1 trade |
| JGJennifer GranholmExecutive | Large Cap Growth Fund III Class R1fund | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Large Cap Growth Fund III Class R1 trade |
| JGJennifer GranholmExecutive | BLKBlackRock Inc. | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm BLK trade |
| JGJennifer GranholmExecutive | Large Cap Value Fund Class R1fund | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Large Cap Value Fund Class R1 trade |
| JGJennifer GranholmExecutive | Blackrock EAFE Equity Index 1other | Buy | $50,001 – $100,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Blackrock EAFE Equity Index 1 trade |
| JGJennifer GranholmExecutive | Garcia Hamilton ESG Core Bond Fundfund | Buy | $50,001 – $100,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Garcia Hamilton ESG Core Bond Fund trade |
| JGJennifer GranholmExecutive | Western Asset Core Plus Bond (IS Pltfrm)stock | Buy | $50,001 – $100,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Western Asset Core Plus Bond (IS Pltfrm) trade |
| JGJennifer GranholmExecutive | Guaranteed Income Fundfund | Buy | $250,001 – $500,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Guaranteed Income Fund trade |
| CNClarence W. NelsonExecutive | International Equity Portfolio Institutional Class Shares (HLMIX)fund | Sell | $1,001 – $15,000 | Jan 8, 2024 | Mar 13, 2025 | 430 | Filing for Clarence W. Nelson International Equity Portfolio Institutional Class Shares (HLMIX) trade |
| KCKurt CampbellExecutive | Vanguard Short-Term Tax-Exempt Fundfund | Sell | $50,001 – $100,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell Vanguard Short-Term Tax-Exempt Fund trade |
| KCKurt CampbellExecutive | Goldman Sachs US Equity Dividend and Premium Fund Institutional Shares (GSPKX)fund | Sell | $1,001 – $15,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell Goldman Sachs US Equity Dividend and Premium Fund Institutional Shares (GSPKX) trade |
| KCKurt CampbellExecutive | IBDTiShares iBonds Dec 2028 Term Corporate ETF | Buy | $50,001 – $100,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell IBDT trade |
| KCKurt CampbellExecutive | IBDUiShares iBonds Dec 2029 Term Corporate ETF | Buy | $50,001 – $100,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell IBDU trade |
| KCKurt CampbellExecutive | JCPBJPMorgan Core Plus Bond ETF | Buy | $15,001 – $50,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell JCPB trade |
| KCKurt CampbellExecutive | iShares iBonds Dec 2024 Term Corporate ETF (IBDP)etf | Buy | $1,001 – $15,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell iShares iBonds Dec 2024 Term Corporate ETF (IBDP) trade |
| KCKurt CampbellExecutive | iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)etf | Buy | $1,001 – $15,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) trade |
| KCKurt CampbellExecutive | IBDRiShares iBonds Dec 2026 Term Corporate ETF | Buy | $1,001 – $15,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell IBDR trade |
| KCKurt CampbellExecutive | IBDSiShares iBonds Dec 2027 Term Corporate ETF | Buy | $1,001 – $15,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell IBDS trade |
Mitch McConnellR-KYSenate | WFCWells Fargo & Company | BuySpouse | $1,001 – $15,000 | Mar 3, 2025 | Mar 12, 2025 | 9 | Filing for Mitch McConnell WFC trade |
Rick W. AllenR-GAHouse | US Treasury Bill - Due 12/15/26 4.375% - 91282CJP7bond | BuySpouse | $50,001 – $100,000 | Feb 26, 2025 | Mar 12, 2025 | 14 | Filing for Rick W. Allen US Treasury Bill - Due 12/15/26 4.375% - 91282CJP7 trade |
Julie JohnsonD-TXHouse | UNPUnion Pacific Corporation | BuyJoint | $1,001 – $15,000 | Feb 25, 2025 | Mar 12, 2025 | 15 | Filing for Julie Johnson UNP trade |
Julie JohnsonD-TXHouse | NSCNorfolk Southern Corporation | Partial sellJoint | $1,001 – $15,000 | Feb 25, 2025 | Mar 12, 2025 | 15 | Filing for Julie Johnson NSC trade |
Julie JohnsonD-TXHouse | The Bank of New York Mellon Corporation Common Stockstock | BuyJoint | $1,001 – $15,000 | Feb 24, 2025 | Mar 12, 2025 | 16 | Filing for Julie Johnson The Bank of New York Mellon Corporation Common Stock trade |
Julie JohnsonD-TXHouse | PGRProgressive Corporation (The) | BuyJoint | $1,001 – $15,000 | Feb 24, 2025 | Mar 12, 2025 | 16 | Filing for Julie Johnson PGR trade |
Julie JohnsonD-TXHouse | PNCPNC Financial Services Group Inc. (The) | Partial sellJoint | $1,001 – $15,000 | Feb 24, 2025 | Mar 12, 2025 | 16 | Filing for Julie Johnson PNC trade |
Julie JohnsonD-TXHouse | MSMorgan Stanley | Partial sellJoint | $1,001 – $15,000 | Feb 24, 2025 | Mar 12, 2025 | 16 | Filing for Julie Johnson MS trade |
Julie JohnsonD-TXHouse | GSGoldman Sachs Group Inc. (The) | BuyJoint | $1,001 – $15,000 | Feb 24, 2025 | Mar 12, 2025 | 16 | Filing for Julie Johnson GS trade |
Julie JohnsonD-TXHouse | COFCapital One Financial Corporation | BuyJoint | $1,001 – $15,000 | Feb 24, 2025 | Mar 12, 2025 | 16 | Filing for Julie Johnson COF trade |
Julie JohnsonD-TXHouse | BLKBlackRock Inc. | Partial sellJoint | $1,001 – $15,000 | Feb 24, 2025 | Mar 12, 2025 | 16 | Filing for Julie Johnson BLK trade |
Mike CollinsR-GAHouse | Ski Mask Dogcrypto | Buy | $1,001 – $15,000 | Feb 19, 2025 | Mar 12, 2025 | 21 | Filing for Mike Collins Ski Mask Dog trade |
John FettermanD-PASenate | ARES CAPITAL CORP NOTEbond | BuyDependent child | $1,001 – $15,000 | Feb 18, 2025 | Mar 12, 2025 | 22 | Filing for John Fetterman ARES CAPITAL CORP NOTE trade |
John FettermanD-PASenate | TRANSCANADA TRUST SER 2016-Abond | BuyDependent child | $1,001 – $15,000 | Feb 18, 2025 | Mar 12, 2025 | 22 | Filing for John Fetterman TRANSCANADA TRUST SER 2016-A trade |
Julie JohnsonD-TXHouse | The Bank of New York Mellon Corporation Common Stockstock | BuyJoint | $1,001 – $15,000 | Feb 14, 2025 | Mar 12, 2025 | 26 | Filing for Julie Johnson The Bank of New York Mellon Corporation Common Stock trade |
Julie JohnsonD-TXHouse | RTXRTX Corporation | BuyJoint | $1,001 – $15,000 | Feb 14, 2025 | Mar 12, 2025 | 26 | Filing for Julie Johnson RTX trade |
Julie JohnsonD-TXHouse | PGRProgressive Corporation (The) | BuyJoint | $1,001 – $15,000 | Feb 14, 2025 | Mar 12, 2025 | 26 | Filing for Julie Johnson PGR trade |
Julie JohnsonD-TXHouse | CBChubb Limited | SellJoint | $1,001 – $15,000 | Feb 14, 2025 | Mar 12, 2025 | 26 | Filing for Julie Johnson CB trade |