| AAAlice AlbrightExecutive | WASHINGTON ST DB 5% 06/01/27 JDbond | Sell | $100,001 – $250,000 | Dec 20, 2023 | Jul 26, 2024 | 219 | Filing for Alice Albright WASHINGTON ST DB 5% 06/01/27 JD trade |
| AAAlice AlbrightExecutive | MARYLAND ST DEPT TRANSN CONS REVbond | Buy | $100,001 – $250,000 | Dec 19, 2023 | Jul 26, 2024 | 220 | Filing for Alice Albright MARYLAND ST DEPT TRANSN CONS REV trade |
| CNClarence W. NelsonExecutive | IWFiShares Russell 1000 Growth Fund | Buy | $1,001 – $15,000 | Dec 13, 2023 | Jul 26, 2024 | 226 | Filing for Clarence W. Nelson IWF trade |
| CNClarence W. NelsonExecutive | NatixisLoomis Sayles Growth Fund Class N Shares (LGRNX)fund | Sell | $1,001 – $15,000 | Dec 13, 2023 | Jul 26, 2024 | 226 | Filing for Clarence W. Nelson NatixisLoomis Sayles Growth Fund Class N Shares (LGRNX) trade |
| AAAlice AlbrightExecutive | D C WTR & SWR AUTH REV 5% 10/01/32bond | Sell | $100,001 – $250,000 | Nov 16, 2023 | Jul 26, 2024 | 253 | Filing for Alice Albright D C WTR & SWR AUTH REV 5% 10/01/32 trade |
| AAAlice AlbrightExecutive | WASHINGTON ST DB 5% 06/01/32 JDbond | Buy | $100,001 – $250,000 | Nov 8, 2023 | Jul 26, 2024 | 261 | Filing for Alice Albright WASHINGTON ST DB 5% 06/01/32 JD trade |
| AAAlice AlbrightExecutive | TENNESSEE ST GO 5% 11/01/29 MNbond | Buy | $100,001 – $250,000 | Nov 6, 2023 | Jul 26, 2024 | 263 | Filing for Alice Albright TENNESSEE ST GO 5% 11/01/29 MN trade |
| AAAlice AlbrightExecutive | HAMPTON RDS VA TRANSN REV 5%bond | Sell | $100,001 – $250,000 | Nov 2, 2023 | Jul 26, 2024 | 267 | Filing for Alice Albright HAMPTON RDS VA TRANSN REV 5% trade |
| AAAlice AlbrightExecutive | OHIO WATER DEVELOPMENT AUTH REVbond | Sell | $100,001 – $250,000 | Oct 31, 2023 | Jul 26, 2024 | 269 | Filing for Alice Albright OHIO WATER DEVELOPMENT AUTH REV trade |
| AAAlice AlbrightExecutive | METROPOLITAN GOVT NASHVILLE & GOstock | Buy | $100,001 – $250,000 | Oct 31, 2023 | Jul 26, 2024 | 269 | Filing for Alice Albright METROPOLITAN GOVT NASHVILLE & GO trade |
| AAAlice AlbrightExecutive | EAST CENTRAL TEX INDPT SCH GO 5%other | Sell | $100,001 – $250,000 | Oct 24, 2023 | Jul 26, 2024 | 276 | Filing for Alice Albright EAST CENTRAL TEX INDPT SCH GO 5% trade |
| AAAlice AlbrightExecutive | NEW JERSEY (STATE OF) GO 4% 06/01/32bond | Buy | $100,001 – $250,000 | Oct 23, 2023 | Jul 26, 2024 | 277 | Filing for Alice Albright NEW JERSEY (STATE OF) GO 4% 06/01/32 trade |
| AAAlice AlbrightExecutive | WASHINGTON ST DB 5% 07/01/27 JJbond | Sell | $50,001 – $100,000 | Sep 19, 2023 | Jul 26, 2024 | 311 | Filing for Alice Albright WASHINGTON ST DB 5% 07/01/27 JJ trade |
| AAAlice AlbrightExecutive | WASHINGTON D C MET AREA TRAN REVbond | Buy | $50,001 – $100,000 | Sep 18, 2023 | Jul 26, 2024 | 312 | Filing for Alice Albright WASHINGTON D C MET AREA TRAN REV trade |
| AAAlice AlbrightExecutive | COMMONWEALTH OF MASSACHUSETTSstock | Sell | $50,001 – $100,000 | Sep 11, 2023 | Jul 26, 2024 | 319 | Filing for Alice Albright COMMONWEALTH OF MASSACHUSETTS trade |
| AAAlice AlbrightExecutive | BURLINGTON VT GO 5% 11/01/31 MNbond | Buy | $100,001 – $250,000 | Sep 7, 2023 | Jul 26, 2024 | 323 | Filing for Alice Albright BURLINGTON VT GO 5% 11/01/31 MN trade |
| DHDebra A. HaalandExecutive | Fidelity Asset Manager 50% (FASMX)bond | Buy | $50,001 – $100,000 | Aug 18, 2023 | Jul 26, 2024 | 343 | Filing for Debra A. Haaland Fidelity Asset Manager 50% (FASMX) trade |
| AAAlice AlbrightExecutive | NEW YORK ST DORM AUTH SALES REVbond | Buy | $50,001 – $100,000 | Aug 3, 2023 | Jul 26, 2024 | 358 | Filing for Alice Albright NEW YORK ST DORM AUTH SALES REV trade |
| AAAlice AlbrightExecutive | TRIBOROUGH BRDG & TUNL AUTH N REVbond | Buy | $100,001 – $250,000 | Jul 3, 2023 | Jul 26, 2024 | 389 | Filing for Alice Albright TRIBOROUGH BRDG & TUNL AUTH N REV trade |
| AAAlice AlbrightExecutive | NY CT TRANSITIONAL FIN AUTH REV 5%bond | Sell | $50,001 – $100,000 | May 22, 2023 | Jul 26, 2024 | 431 | Filing for Alice Albright NY CT TRANSITIONAL FIN AUTH REV 5% trade |
| CNClarence W. NelsonExecutive | DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX)fund | Sell | $1,001 – $15,000 | May 22, 2023 | Jul 26, 2024 | 431 | Filing for Clarence W. Nelson DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX) trade |
| CNClarence W. NelsonExecutive | International Equity Portfolio Institutional Class Shares (HLMIX)fund | Buy | $1,001 – $15,000 | May 22, 2023 | Jul 26, 2024 | 431 | Filing for Clarence W. Nelson International Equity Portfolio Institutional Class Shares (HLMIX) trade |
| CNClarence W. NelsonExecutive | JOHCM International Select Fund Class I Shares (JOHIX)fund | Sell | $1,001 – $15,000 | May 22, 2023 | Jul 26, 2024 | 431 | Filing for Clarence W. Nelson JOHCM International Select Fund Class I Shares (JOHIX) trade |
| AAAlice AlbrightExecutive | VA COLLEGE BLDG AUTH REV 5% 02/01/29bond | Buy | $50,001 – $100,000 | May 17, 2023 | Jul 26, 2024 | 436 | Filing for Alice Albright VA COLLEGE BLDG AUTH REV 5% 02/01/29 trade |
| CNClarence W. NelsonExecutive | DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX)fund | Buy | $1,001 – $15,000 | May 12, 2023 | Jul 26, 2024 | 441 | Filing for Clarence W. Nelson DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX) trade |
| CNClarence W. NelsonExecutive | DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX)fund | Buy | $1,001 – $15,000 | May 10, 2023 | Jul 26, 2024 | 443 | Filing for Clarence W. Nelson DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX) trade |
| CNClarence W. NelsonExecutive | Calamos Market Neutral Income Fund Class I Shares (CMNIX)fund | Sell | $1,001 – $15,000 | May 3, 2023 | Jul 26, 2024 | 450 | Filing for Clarence W. Nelson Calamos Market Neutral Income Fund Class I Shares (CMNIX) trade |
| CNClarence W. NelsonExecutive | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)etf | Sell | $1,001 – $15,000 | May 2, 2023 | Jul 26, 2024 | 451 | Filing for Clarence W. Nelson Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) trade |
| CNClarence W. NelsonExecutive | Vanguard Short-Term Treasury Index Fundbond | Sell | $15,001 – $50,000 | May 2, 2023 | Jul 26, 2024 | 451 | Filing for Clarence W. Nelson Vanguard Short-Term Treasury Index Fund trade |
| CNClarence W. NelsonExecutive | DWS RREEF Real Assets Fund Institutional Class Shares (AAAZX)fund | Sell | $1,001 – $15,000 | May 1, 2023 | Jul 26, 2024 | 452 | Filing for Clarence W. Nelson DWS RREEF Real Assets Fund Institutional Class Shares (AAAZX) trade |
| CNClarence W. NelsonExecutive | Calamos Market Neutral Income Fund Class I Shares (CMNIX)fund | Sell | $1,001 – $15,000 | May 1, 2023 | Jul 26, 2024 | 452 | Filing for Clarence W. Nelson Calamos Market Neutral Income Fund Class I Shares (CMNIX) trade |
| CNClarence W. NelsonExecutive | BaronEmerging Markets Fund Institutional Class Shares (BEXIX)fund | Sell | $1,001 – $15,000 | May 1, 2023 | Jul 26, 2024 | 452 | Filing for Clarence W. Nelson BaronEmerging Markets Fund Institutional Class Shares (BEXIX) trade |
| CNClarence W. NelsonExecutive | Virtus KAR Small-Cap Core Fund Class R6 Shares (VSCRX)fund | Sell | $1,001 – $15,000 | May 1, 2023 | Jul 26, 2024 | 452 | Filing for Clarence W. Nelson Virtus KAR Small-Cap Core Fund Class R6 Shares (VSCRX) trade |
| CNClarence W. NelsonExecutive | Lord Abbett Short Duration Income Fund Class I Shares (LLDYX)fund | Sell | $1,001 – $15,000 | May 1, 2023 | Jul 26, 2024 | 452 | Filing for Clarence W. Nelson Lord Abbett Short Duration Income Fund Class I Shares (LLDYX) trade |
| CNClarence W. NelsonExecutive | JPMorgan Hedged Equity Fund Class R6 Shares (JHQRX)fund | Sell | $1,001 – $15,000 | May 1, 2023 | Jul 26, 2024 | 452 | Filing for Clarence W. Nelson JPMorgan Hedged Equity Fund Class R6 Shares (JHQRX) trade |
| CNClarence W. NelsonExecutive | DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX)fund | Sell | $1,001 – $15,000 | Apr 10, 2023 | Jul 26, 2024 | 473 | 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 | Apr 10, 2023 | Jul 26, 2024 | 473 | Filing for Clarence W. Nelson Diamond Hill Large Cap Fund Class Y Shares (DHLYX) trade |
| CNClarence W. NelsonExecutive | NatixisLoomis Sayles Growth Fund Class N Shares (LGRNX)fund | Sell | $1,001 – $15,000 | Apr 10, 2023 | Jul 26, 2024 | 473 | Filing for Clarence W. Nelson NatixisLoomis Sayles Growth Fund Class N Shares (LGRNX) trade |
| CNClarence W. NelsonExecutive | DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX)fund | Sell | $1,001 – $15,000 | Apr 6, 2023 | Jul 26, 2024 | 477 | Filing for Clarence W. Nelson DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX) trade |
| CNClarence W. NelsonExecutive | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)etf | Buy | $1,001 – $15,000 | Apr 6, 2023 | Jul 26, 2024 | 477 | Filing for Clarence W. Nelson Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) trade |
| CNClarence W. NelsonExecutive | JOHCM International Select Fund Class I Shares (JOHIX)fund | Sell | $1,001 – $15,000 | Apr 6, 2023 | Jul 26, 2024 | 477 | Filing for Clarence W. Nelson JOHCM International Select Fund Class I Shares (JOHIX) trade |
| CNClarence W. NelsonExecutive | Vanguard Short-Term Treasury Index Fundbond | Buy | $15,001 – $50,000 | Apr 6, 2023 | Jul 26, 2024 | 477 | Filing for Clarence W. Nelson Vanguard Short-Term Treasury Index Fund trade |
| AAAlice AlbrightExecutive | GS TAX-ADVANTAGED GLOBAL EQUITYstock | Buy | $250,001 – $500,000 | Mar 21, 2023 | Jul 26, 2024 | 493 | Filing for Alice Albright GS TAX-ADVANTAGED GLOBAL EQUITY trade |
| AAAlice AlbrightExecutive | GS HIGH YIELD FUND CLASS P GS HIGHfund | Buy | $50,001 – $100,000 | Mar 21, 2023 | Jul 26, 2024 | 493 | Filing for Alice Albright GS HIGH YIELD FUND CLASS P GS HIGH trade |
| AAAlice AlbrightExecutive | GS CORE FIXED INCOME FUND CLASS Pfund | Buy | $250,001 – $500,000 | Mar 21, 2023 | Jul 26, 2024 | 493 | Filing for Alice Albright GS CORE FIXED INCOME FUND CLASS P trade |
| AAAlice AlbrightExecutive | GS FINANCIAL SQUARE FEDERALstock | Buy | $1,000,001 – $5,000,000 | Mar 15, 2023 | Jul 26, 2024 | 499 | Filing for Alice Albright GS FINANCIAL SQUARE FEDERAL trade |
| AAAlice AlbrightExecutive | EAST CENTRAL TEX INDPT SCH GO 5%other | Buy | $100,001 – $250,000 | Mar 7, 2023 | Jul 26, 2024 | 507 | Filing for Alice Albright EAST CENTRAL TEX INDPT SCH GO 5% trade |
| DHDebra A. HaalandExecutive | Fidelity Asset Manager 50% (FASMX)bond | Buy | $15,001 – $50,000 | Jan 17, 2023 | Jul 26, 2024 | 556 | Filing for Debra A. Haaland Fidelity Asset Manager 50% (FASMX) trade |
Victoria SpartzR-INHouse | SPGSimon Property Group Inc. | BuySpouse | $50,001 – $100,000 | Jun 28, 2024 | Jul 25, 2024 | 27 | Filing for Victoria Spartz SPG trade |
Marjorie Taylor GreeneR-GAHouse | US Treasury Billbond | Buy | $250,001 – $500,000 | Jul 24, 2024 | Jul 24, 2024 | 0 | Filing for Marjorie Taylor Greene US Treasury Bill trade |