Jared MoskowitzD-FLHouse | WMWaste Management Inc. | Buy | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz WM trade |
Jared MoskowitzD-FLHouse | TDToronto Dominion Bank (The) | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz TD trade |
Jared MoskowitzD-FLHouse | SOSouthern Company (The) | Buy | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz SO trade |
Jared MoskowitzD-FLHouse | SNASnap-On Incorporated | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz SNA trade |
Jared MoskowitzD-FLHouse | SHWSherwin-Williams Company (The) | Buy | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz SHW trade |
Jared MoskowitzD-FLHouse | SHWSherwin-Williams Company (The) | Buy | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz SHW trade |
Jared MoskowitzD-FLHouse | PNCPNC Financial Services Group Inc. (The) | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz PNC trade |
Jared MoskowitzD-FLHouse | ORCLOracle Corporation | Buy | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz ORCL trade |
Jared MoskowitzD-FLHouse | NOCNorthrop Grumman Corporation | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz NOC trade |
Jared MoskowitzD-FLHouse | MDLZMondelez International Inc. Class A | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz MDLZ trade |
Jared MoskowitzD-FLHouse | MAMastercard Incorporated | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz MA trade |
Jared MoskowitzD-FLHouse | LOWLowe's Companies Inc. | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz LOW trade |
Jared MoskowitzD-FLHouse | JPMJP Morgan Chase & Co. | Buy | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz JPM trade |
Jared MoskowitzD-FLHouse | FDSFactSet Research Systems Inc. | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz FDS trade |
Jared MoskowitzD-FLHouse | CMCSAComcast Corporation Class A | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz CMCSA trade |
Jared MoskowitzD-FLHouse | CBChubb Limited | Buy | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz CB trade |
Jared MoskowitzD-FLHouse | AVGOBroadcom Inc. | Buy | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz AVGO trade |
Jared MoskowitzD-FLHouse | AMZNAmazon.com Inc. | Buy | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz AMZN trade |
Jared MoskowitzD-FLHouse | AMZNAmazon.com Inc. | Buy | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz AMZN trade |
Jared MoskowitzD-FLHouse | ALLAllstate Corporation (The) | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz ALL trade |
Jared MoskowitzD-FLHouse | ABTAbbott Laboratories | Buy | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz ABT trade |
| MWMichael WhitakerExecutive | FPA Crescent Fund (FPACX)fund | Sell | $15,001 – $50,000 | Dec 22, 2023 | Aug 17, 2024 | 239 | Filing for Michael Whitaker FPA Crescent Fund (FPACX) trade |
| MWMichael WhitakerExecutive | DFA Investment Grade Portfolio (DFAPX)fund | Sell | $15,001 – $50,000 | Dec 22, 2023 | Aug 17, 2024 | 239 | Filing for Michael Whitaker DFA Investment Grade Portfolio (DFAPX) trade |
| MWMichael WhitakerExecutive | FPA Crescent Fund (FPACX)fund | Buy | $1,001 – $15,000 | Dec 19, 2023 | Aug 17, 2024 | 242 | Filing for Michael Whitaker FPA Crescent Fund (FPACX) trade |
| MWMichael WhitakerExecutive | Vanguard Intermediate-Term Tax-Exemptstock | Sell | $100,001 – $250,000 | Dec 18, 2023 | Aug 17, 2024 | 243 | Filing for Michael Whitaker Vanguard Intermediate-Term Tax-Exempt trade |
| MWMichael WhitakerExecutive | DFA Intermediate-Term Municipal Bondstock | Buy | $50,001 – $100,000 | Dec 18, 2023 | Aug 17, 2024 | 243 | Filing for Michael Whitaker DFA Intermediate-Term Municipal Bond trade |
| LALloyd AustinExecutive | Capital Group Dividend Value ETF Shareetf | Buy | $100,001 – $250,000 | Dec 15, 2023 | Aug 17, 2024 | 246 | Filing for Lloyd Austin Capital Group Dividend Value ETF Share trade |
| MWMichael WhitakerExecutive | Jensen Quality Growth Fund Class I Shares (JENIX)fund | Buy | $1,001 – $15,000 | Dec 14, 2023 | Aug 17, 2024 | 247 | Filing for Michael Whitaker Jensen Quality Growth Fund Class I Shares (JENIX) trade |
| LALloyd AustinExecutive | Fidelity Mid Cap Index Fund (FSMDX)fund | Buy | $15,001 – $50,000 | Dec 14, 2023 | Aug 17, 2024 | 247 | Filing for Lloyd Austin Fidelity Mid Cap Index Fund (FSMDX) trade |
| LALloyd AustinExecutive | Fidelity Small Cap Index Fund (FSSNX)fund | Buy | $15,001 – $50,000 | Dec 14, 2023 | Aug 17, 2024 | 247 | Filing for Lloyd Austin Fidelity Small Cap Index Fund (FSSNX) trade |
| LALloyd AustinExecutive | Delaware Value Fund Institutional Classfund | Sell | $100,001 – $250,000 | Dec 14, 2023 | Aug 17, 2024 | 247 | Filing for Lloyd Austin Delaware Value Fund Institutional Class trade |
| LALloyd AustinExecutive | Delaware Small Cap Value Fund Institutionalfund | Sell | $50,001 – $100,000 | Dec 14, 2023 | Aug 17, 2024 | 247 | Filing for Lloyd Austin Delaware Small Cap Value Fund Institutional trade |
| LALloyd AustinExecutive | Delaware Smid Cap Growth Fund Institutionalfund | Sell | $15,001 – $50,000 | Dec 14, 2023 | Aug 17, 2024 | 247 | Filing for Lloyd Austin Delaware Smid Cap Growth Fund Institutional trade |
| MWMichael WhitakerExecutive | US Sustainability Core 1 Portfolio Institutional Class Shares (DFSIX)fund | Buy | $1,001 – $15,000 | Dec 13, 2023 | Aug 17, 2024 | 248 | Filing for Michael Whitaker US Sustainability Core 1 Portfolio Institutional Class Shares (DFSIX) trade |
| MWMichael WhitakerExecutive | DFA Investment Grade Portfolio (DFAPX)fund | Buy | $1,001 – $15,000 | Dec 13, 2023 | Aug 17, 2024 | 248 | Filing for Michael Whitaker DFA Investment Grade Portfolio (DFAPX) trade |
| MWMichael WhitakerExecutive | International Sustainability Core 1 Portfolio (DFSPX)fund | Buy | $1,001 – $15,000 | Dec 13, 2023 | Aug 17, 2024 | 248 | Filing for Michael Whitaker International Sustainability Core 1 Portfolio (DFSPX) trade |
| MWMichael WhitakerExecutive | DFAGlobal Sustainability Fixed Income Portfolio Instl Class Share (DGSFX)fund | Buy | $1,001 – $15,000 | Dec 13, 2023 | Aug 17, 2024 | 248 | Filing for Michael Whitaker DFAGlobal Sustainability Fixed Income Portfolio Instl Class Share (DGSFX) trade |
| MWMichael WhitakerExecutive | DFA Real Estate Securities Portfolio Institutional Class Shares (DFREX)fund | Buy | $1,001 – $15,000 | Dec 11, 2023 | Aug 17, 2024 | 250 | Filing for Michael Whitaker DFA Real Estate Securities Portfolio Institutional Class Shares (DFREX) trade |
| MWMichael WhitakerExecutive | DFAGlobal Core Plus Fixed Income Portfolio Institutional Class Shares (DGCFX)fund | Buy | $1,001 – $15,000 | Dec 11, 2023 | Aug 17, 2024 | 250 | Filing for Michael Whitaker DFAGlobal Core Plus Fixed Income Portfolio Institutional Class Shares (DGCFX) trade |
| MWMichael WhitakerExecutive | Baron Small Cap Fund Institutional Class Shares (BSFIX)fund | Buy | $1,001 – $15,000 | Dec 7, 2023 | Aug 17, 2024 | 254 | Filing for Michael Whitaker Baron Small Cap Fund Institutional Class Shares (BSFIX) trade |
| MWMichael WhitakerExecutive | First Eagle Overseas Fund Class I Shares (SGOIX)fund | Buy | $1,001 – $15,000 | Dec 5, 2023 | Aug 17, 2024 | 256 | Filing for Michael Whitaker First Eagle Overseas Fund Class I Shares (SGOIX) trade |
| MWMichael WhitakerExecutive | PIMCO Income Fund Institutional Classfund | Buy | $15,001 – $50,000 | Nov 15, 2023 | Aug 17, 2024 | 276 | Filing for Michael Whitaker PIMCO Income Fund Institutional Class trade |
| MWMichael WhitakerExecutive | TFCTruist Financial Corporation | Sell | $15,001 – $50,000 | Nov 14, 2023 | Aug 17, 2024 | 277 | Filing for Michael Whitaker TFC trade |
| MWMichael WhitakerExecutive | TGTTarget Corporation | Sell | $15,001 – $50,000 | Nov 14, 2023 | Aug 17, 2024 | 277 | Filing for Michael Whitaker TGT trade |
| MWMichael WhitakerExecutive | PNCPNC Financial Services Group Inc. (The) | Sell | $15,001 – $50,000 | Nov 14, 2023 | Aug 17, 2024 | 277 | Filing for Michael Whitaker PNC trade |
| MWMichael WhitakerExecutive | PFEPfizer Inc. | Sell | $1,001 – $15,000 | Nov 14, 2023 | Aug 17, 2024 | 277 | Filing for Michael Whitaker PFE trade |
| MWMichael WhitakerExecutive | JPM (JP Morgan stock)stock | Sell | $1,001 – $15,000 | Nov 14, 2023 | Aug 17, 2024 | 277 | Filing for Michael Whitaker JPM (JP Morgan stock) trade |
| MWMichael WhitakerExecutive | AVGOBroadcom Inc. | Sell | $15,001 – $50,000 | Nov 14, 2023 | Aug 17, 2024 | 277 | Filing for Michael Whitaker AVGO trade |
| MWMichael WhitakerExecutive | AMZNAmazon.com Inc. | Sell | $15,001 – $50,000 | Nov 7, 2023 | Aug 17, 2024 | 284 | Filing for Michael Whitaker AMZN trade |
Kathy E. ManningD-NCHouse | Seven Bridges Multi-Strategy Fund Ltd.fund | BuySpouse | $100,001 – $250,000 | Aug 1, 2024 | Aug 16, 2024 | 15 | Filing for Kathy E. Manning Seven Bridges Multi-Strategy Fund Ltd. trade |