| TVThomas J. VilsackExecutive | Cohen & SteersGlobal Realty Shares, Inc Class I Shares (CSSPX)stock | Buy | $1,001 – $15,000 | Jul 8, 2024 | Feb 19, 2025 | 226 | Filing for Thomas J. Vilsack Cohen & SteersGlobal Realty Shares, Inc Class I Shares (CSSPX) trade |
| TVThomas J. VilsackExecutive | Cohen & SteersGlobal Realty Shares, Inc Class I Shares (CSSPX)stock | Buy | $1,001 – $15,000 | Jul 5, 2024 | Feb 19, 2025 | 229 | Filing for Thomas J. Vilsack Cohen & SteersGlobal Realty Shares, Inc Class I Shares (CSSPX) trade |
| MWMichael WhitakerExecutive | AAPLApple Inc. | Sell | $15,001 – $50,000 | Jun 11, 2024 | Feb 19, 2025 | 253 | Filing for Michael Whitaker AAPL trade |
| TVThomas J. VilsackExecutive | DFA International Value Portfolio Institutional Class Shares (DFIVX)fund | Buy | $1,001 – $15,000 | May 22, 2024 | Feb 19, 2025 | 273 | Filing for Thomas J. Vilsack DFA International Value Portfolio Institutional Class Shares (DFIVX) trade |
| TVThomas J. VilsackExecutive | Columbia Overseas Value Fund Institutional 2 Class Shares (COSSX)fund | Sell | $1,001 – $15,000 | May 22, 2024 | Feb 19, 2025 | 273 | Filing for Thomas J. Vilsack Columbia Overseas Value Fund Institutional 2 Class Shares (COSSX) trade |
| TVThomas J. VilsackExecutive | Federated Kaufmann Small Cap Fund Institutional Class Shares (FKAIX)fund | Sell | $1,001 – $15,000 | May 22, 2024 | Feb 19, 2025 | 273 | Filing for Thomas J. Vilsack Federated Kaufmann Small Cap Fund Institutional Class Shares (FKAIX) trade |
| TVThomas J. VilsackExecutive | DFA International Value Portfolio Institutional Class Shares (DFIVX)fund | Buy | $1,001 – $15,000 | May 22, 2024 | Feb 19, 2025 | 273 | Filing for Thomas J. Vilsack DFA International Value Portfolio Institutional Class Shares (DFIVX) trade |
| TVThomas J. VilsackExecutive | Columbia Overseas Value Fund Institutional 2 Class Shares (COSSX)fund | Sell | $1,001 – $15,000 | May 22, 2024 | Feb 19, 2025 | 273 | Filing for Thomas J. Vilsack Columbia Overseas Value Fund Institutional 2 Class Shares (COSSX) trade |
| TVThomas J. VilsackExecutive | DFA International Value Portfolio Institutional Class Shares (DFIVX)fund | Buy | $1,001 – $15,000 | May 22, 2024 | Feb 19, 2025 | 273 | Filing for Thomas J. Vilsack DFA International Value Portfolio Institutional Class Shares (DFIVX) trade |
| TVThomas J. VilsackExecutive | Federated Kaufmann Small Cap Fund Institutional Class Shares (FKAIX)fund | Sell | $1,001 – $15,000 | May 22, 2024 | Feb 19, 2025 | 273 | Filing for Thomas J. Vilsack Federated Kaufmann Small Cap Fund Institutional Class Shares (FKAIX) trade |
| TVThomas J. VilsackExecutive | Columbia Overseas Value Fund Institutional 2 Class Shares (COSSX)fund | Sell | $1,001 – $15,000 | May 22, 2024 | Feb 19, 2025 | 273 | Filing for Thomas J. Vilsack Columbia Overseas Value Fund Institutional 2 Class Shares (COSSX) trade |
| TVThomas J. VilsackExecutive | DAUGFT Vest U.S. Equity Deep Buffer ETF - August | Sell | $1,001 – $15,000 | May 9, 2024 | Feb 19, 2025 | 286 | Filing for Thomas J. Vilsack DAUG trade |
| TVThomas J. VilsackExecutive | DAUGFT Vest U.S. Equity Deep Buffer ETF - August | Sell | $1,001 – $15,000 | May 9, 2024 | Feb 19, 2025 | 286 | Filing for Thomas J. Vilsack DAUG trade |
| TVThomas J. VilsackExecutive | Lazard US Equity Concentrated Portfolio Institutional Shares (LEVIX)fund | Sell | $1,001 – $15,000 | May 8, 2024 | Feb 19, 2025 | 287 | Filing for Thomas J. Vilsack Lazard US Equity Concentrated Portfolio Institutional Shares (LEVIX) trade |
| TVThomas J. VilsackExecutive | Fidelity Mid Cap Index Fund (FSMDX)fund | Buy | $1,001 – $15,000 | May 8, 2024 | Feb 19, 2025 | 287 | Filing for Thomas J. Vilsack Fidelity Mid Cap Index Fund (FSMDX) trade |
| TVThomas J. VilsackExecutive | PIA High Yield Fund Institutional Class Shares (PHYSX)fund | Buy | $1,001 – $15,000 | Apr 19, 2024 | Feb 19, 2025 | 306 | Filing for Thomas J. Vilsack PIA High Yield Fund Institutional Class Shares (PHYSX) trade |
| TVThomas J. VilsackExecutive | Fidelity Long-Term Treasury Bond Index Fund (FNBGX)bond | Sell | $1,001 – $15,000 | Apr 18, 2024 | Feb 19, 2025 | 307 | Filing for Thomas J. Vilsack Fidelity Long-Term Treasury Bond Index Fund (FNBGX) trade |
| TVThomas J. VilsackExecutive | Fidelity Long-Term Treasury Bond Index Fund (FNBGX)bond | Sell | $1,001 – $15,000 | Apr 18, 2024 | Feb 19, 2025 | 307 | Filing for Thomas J. Vilsack Fidelity Long-Term Treasury Bond Index Fund (FNBGX) trade |
| TVThomas J. VilsackExecutive | PIA High Yield Fund Institutional Class Shares (PHYSX)fund | Buy | $1,001 – $15,000 | Apr 15, 2024 | Feb 19, 2025 | 310 | Filing for Thomas J. Vilsack PIA High Yield Fund Institutional Class Shares (PHYSX) trade |
| MWMichael WhitakerExecutive | AVGOBroadcom Inc. | Sell | $15,001 – $50,000 | Feb 22, 2024 | Feb 19, 2025 | 363 | Filing for Michael Whitaker AVGO 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 | 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 | 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 |
Scott H. PetersD-CAHouse | U.S Treasury Billsbond | Partial sellSpouse | $250,001 – $500,000 | Jan 28, 2025 | Feb 18, 2025 | 21 | Filing for Scott H. Peters U.S Treasury Bills trade |
Scott H. PetersD-CAHouse | Kent Street Group LLCother | BuySpouse | $15,001 – $50,000 | Jan 10, 2025 | Feb 18, 2025 | 39 | Filing for Scott H. Peters Kent Street Group LLC trade |
Tim MooreR-NCHouse | HOGHarley-Davidson Inc. | Buy | $15,001 – $50,000 | Jan 30, 2025 | Feb 15, 2025 | 16 | Filing for Tim Moore HOG trade |
Tim MooreR-NCHouse | HOGHarley-Davidson Inc. | Buy | $50,001 – $100,000 | Jan 29, 2025 | Feb 15, 2025 | 17 | Filing for Tim Moore HOG trade |
Tim MooreR-NCHouse | Yieldmax Smci Optn Inc Strg ETF - SMCYother | Buy | $100,001 – $250,000 | Jan 28, 2025 | Feb 15, 2025 | 18 | Filing for Tim Moore Yieldmax Smci Optn Inc Strg ETF - SMCY trade |
Tim MooreR-NCHouse | HOGHarley-Davidson Inc. | Buy | $15,001 – $50,000 | Jan 24, 2025 | Feb 15, 2025 | 22 | Filing for Tim Moore HOG trade |
Tim MooreR-NCHouse | HOGHarley-Davidson Inc. | Sell | $15,001 – $50,000 | Jan 24, 2025 | Feb 15, 2025 | 22 | Filing for Tim Moore HOG trade |
Tim MooreR-NCHouse | FFord Motor Company | Sell | $50,001 – $100,000 | Jan 21, 2025 | Feb 15, 2025 | 25 | Filing for Tim Moore F trade |
Tim MooreR-NCHouse | Yieldmax Smci Optn Inc Strg ETF - SMCYother | Buy | $15,001 – $50,000 | Jan 17, 2025 | Feb 15, 2025 | 29 | Filing for Tim Moore Yieldmax Smci Optn Inc Strg ETF - SMCY trade |
Tim MooreR-NCHouse | HOGHarley-Davidson Inc. | Sell | $100,001 – $250,000 | Jan 16, 2025 | Feb 15, 2025 | 30 | Filing for Tim Moore HOG trade |
Tim MooreR-NCHouse | Yieldmax Smci Optn Inc Strg ETF - SMCYother | Buy | $50,001 – $100,000 | Jan 15, 2025 | Feb 15, 2025 | 31 | Filing for Tim Moore Yieldmax Smci Optn Inc Strg ETF - SMCY trade |
Tim MooreR-NCHouse | Direxion Daily Small Cap Bull 3X ETF - TNAother | Sell | $250,001 – $500,000 | Jan 15, 2025 | Feb 15, 2025 | 31 | Filing for Tim Moore Direxion Daily Small Cap Bull 3X ETF - TNA trade |
Tim MooreR-NCHouse | Direxion Daily Small Cap Bull 3X ETF - TNAother | Buy | $15,001 – $50,000 | Jan 14, 2025 | Feb 15, 2025 | 32 | Filing for Tim Moore Direxion Daily Small Cap Bull 3X ETF - TNA trade |
Tim MooreR-NCHouse | HOGHarley-Davidson Inc. | Buy | $50,001 – $100,000 | Jan 13, 2025 | Feb 15, 2025 | 33 | Filing for Tim Moore HOG trade |
Tim MooreR-NCHouse | FFord Motor Company | Buy | $15,001 – $50,000 | Jan 13, 2025 | Feb 15, 2025 | 33 | Filing for Tim Moore F trade |