Kevin HernR-OKHouse | UNHUnitedHealth Group Incorporated | BuyJoint | $1,001 – $15,000 | Jun 25, 2024 | Jul 15, 2024 | 20 | Filing for Kevin Hern UNH trade |
Kevin HernR-OKHouse | WMBWilliams Companies Inc. (The) | BuyJoint | $1,001 – $15,000 | Jun 24, 2024 | Jul 15, 2024 | 21 | Filing for Kevin Hern WMB trade |
Kevin HernR-OKHouse | LINLinde plc | BuyJoint | $1,001 – $15,000 | Jun 21, 2024 | Jul 15, 2024 | 24 | Filing for Kevin Hern LIN trade |
Scott H. PetersD-CAHouse | UNIV CA PUB EDUCbond | BuySpouse | $50,001 – $100,000 | Jun 21, 2024 | Jul 15, 2024 | 24 | Filing for Scott H. Peters UNIV CA PUB EDUC trade |
Kevin HernR-OKHouse | AGCOAGCO Corporation | BuyJoint | $1,001 – $15,000 | Jun 20, 2024 | Jul 15, 2024 | 25 | Filing for Kevin Hern AGCO trade |
Scott H. PetersD-CAHouse | U.S Treasury Billsbond | Partial sellSpouse | Spouse/DC Over $1,000,000 | Jun 20, 2024 | Jul 15, 2024 | 25 | Filing for Scott H. Peters U.S Treasury Bills trade |
Kevin HernR-OKHouse | NEENextEra Energy Inc. | BuyJoint | $1,001 – $15,000 | Jun 17, 2024 | Jul 15, 2024 | 28 | Filing for Kevin Hern NEE trade |
Scott H. PetersD-CAHouse | San Francisco CA IMPT SCHbond | SellSpouse | $50,001 – $100,000 | Jun 17, 2024 | Jul 15, 2024 | 28 | Filing for Scott H. Peters San Francisco CA IMPT SCH trade |
Kevin HernR-OKHouse | RTXRTX Corporation | BuyJoint | $1,001 – $15,000 | Jun 13, 2024 | Jul 15, 2024 | 32 | Filing for Kevin Hern RTX trade |
Kevin HernR-OKHouse | HDHome Depot Inc. (The) | BuyJoint | $1,001 – $15,000 | Jun 13, 2024 | Jul 15, 2024 | 32 | Filing for Kevin Hern HD trade |
Kevin HernR-OKHouse | HDHome Depot Inc. (The) | BuyJoint | $1,001 – $15,000 | Jun 13, 2024 | Jul 15, 2024 | 32 | Filing for Kevin Hern HD trade |
Scott H. PetersD-CAHouse | U.S Treasury Billsbond | Partial sellSpouse | $250,001 – $500,000 | Jun 11, 2024 | Jul 15, 2024 | 34 | Filing for Scott H. Peters U.S Treasury Bills trade |
Kevin HernR-OKHouse | ROKRockwell Automation Inc. | BuyJoint | $1,001 – $15,000 | Jun 10, 2024 | Jul 15, 2024 | 35 | Filing for Kevin Hern ROK trade |
Kevin HernR-OKHouse | XOMExxonMobil Holdings Corporation | BuyJoint | $1,001 – $15,000 | Jun 10, 2024 | Jul 15, 2024 | 35 | Filing for Kevin Hern XOM trade |
Kevin HernR-OKHouse | XOMExxonMobil Holdings Corporation | BuyJoint | $1,001 – $15,000 | Jun 10, 2024 | Jul 15, 2024 | 35 | Filing for Kevin Hern XOM trade |
Kevin HernR-OKHouse | EMREmerson Electric Company | BuyJoint | $1,001 – $15,000 | Jun 10, 2024 | Jul 15, 2024 | 35 | Filing for Kevin Hern EMR trade |
Scott H. PetersD-CAHouse | U.S Treasury Billsbond | Partial sellSpouse | $250,001 – $500,000 | Jun 7, 2024 | Jul 15, 2024 | 38 | Filing for Scott H. Peters U.S Treasury Bills trade |
Kevin HernR-OKHouse | JNJJohnson & Johnson | BuyJoint | $1,001 – $15,000 | Jun 4, 2024 | Jul 15, 2024 | 41 | Filing for Kevin Hern JNJ trade |
Scott H. PetersD-CAHouse | Alhambra CA USD SCHbond | BuySpouse | $250,001 – $500,000 | Jun 3, 2024 | Jul 15, 2024 | 42 | Filing for Scott H. Peters Alhambra CA USD SCH trade |
| LMLisa O. MonacoExecutive | LOOMIS SAYLES GROWTH FUND CL Y (LSGRX) (dividend reinvestment)fund | Buy | $1,001 – $15,000 | Dec 22, 2023 | Jul 13, 2024 | 204 | Filing for Lisa O. Monaco LOOMIS SAYLES GROWTH FUND CL Y (LSGRX) (dividend reinvestment) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Dec 21, 2023 | Jul 13, 2024 | 205 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL (NBPIX) (dividend reinvestment)fund | Buy | $1,001 – $15,000 | Dec 19, 2023 | Jul 13, 2024 | 207 | Filing for Lisa O. Monaco NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL (NBPIX) (dividend reinvestment) trade |
| LMLisa O. MonacoExecutive | NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL (NBPIX) (dividend reinvestment)fund | Buy | $1,001 – $15,000 | Dec 19, 2023 | Jul 13, 2024 | 207 | Filing for Lisa O. Monaco NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL (NBPIX) (dividend reinvestment) trade |
| LMLisa O. MonacoExecutive | Smead Value Fund Class I1 Shares (SVFFX) (dividend reinvestment)fund | Buy | $1,001 – $15,000 | Dec 18, 2023 | Jul 13, 2024 | 208 | Filing for Lisa O. Monaco Smead Value Fund Class I1 Shares (SVFFX) (dividend reinvestment) trade |
| LMLisa O. MonacoExecutive | T Rowe Price Dividend Growth Fund, Inc (PRDGX) (dividend reinvestment)fund | Buy | $1,001 – $15,000 | Dec 15, 2023 | Jul 13, 2024 | 211 | Filing for Lisa O. Monaco T Rowe Price Dividend Growth Fund, Inc (PRDGX) (dividend reinvestment) trade |
| LMLisa O. MonacoExecutive | Janus Henderson Enterprise Fund Class I Shares (JMGRX) (dividend reinvestment)fund | Buy | $1,001 – $15,000 | Dec 8, 2023 | Jul 13, 2024 | 218 | Filing for Lisa O. Monaco Janus Henderson Enterprise Fund Class I Shares (JMGRX) (dividend reinvestment) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Dec 1, 2023 | Jul 13, 2024 | 225 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Nov 20, 2023 | Jul 13, 2024 | 236 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | JPMORGAN CORE BOND FD (WOBDX)fund | Buy | $1,001 – $15,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco JPMORGAN CORE BOND FD (WOBDX) trade |
| LMLisa O. MonacoExecutive | ALPS SMITH TOTAL RETURN (SMTHX)stock | Buy | $1,001 – $15,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco ALPS SMITH TOTAL RETURN (SMTHX) trade |
| LMLisa O. MonacoExecutive | PIMCO Low Duration Income Fund Class I-2fund | Sell | $15,001 – $50,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco PIMCO Low Duration Income Fund Class I-2 trade |
| LMLisa O. MonacoExecutive | Virtus KAR International Small-Cap Fundfund | Sell | $15,001 – $50,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco Virtus KAR International Small-Cap Fund trade |
| LMLisa O. MonacoExecutive | PIMCO INCOME FUND CL I2 (PONPX)fund | Buy | $15,001 – $50,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco PIMCO INCOME FUND CL I2 (PONPX) trade |
| LMLisa O. MonacoExecutive | ARTISAN INTERNATIONAL (APDKK)stock | Buy | $15,001 – $50,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco ARTISAN INTERNATIONAL (APDKK) trade |
| LMLisa O. MonacoExecutive | IUSGiShares Core S&P U.S. Growth ETF | Buy | $1,001 – $15,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco IUSG trade |
| LMLisa O. MonacoExecutive | COWZPacer US Cash Cows 100 ETF | Buy | $1,001 – $15,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco COWZ trade |
| LMLisa O. MonacoExecutive | ARTISAN INTERNATIONAL (APDKK)stock | Buy | $15,001 – $50,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco ARTISAN INTERNATIONAL (APDKK) trade |
| LMLisa O. MonacoExecutive | VIRTUS KAR INTERNATIONAL SMALL MID CAP FUND CL I (VIISX)fund | Sell | $1,001 – $15,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco VIRTUS KAR INTERNATIONAL SMALL MID CAP FUND CL I (VIISX) trade |
| LMLisa O. MonacoExecutive | VIRTUS KAR INTERNATIONAL SMALL MID CAP FUND CL I (VIISX)fund | Sell | $1,001 – $15,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco VIRTUS KAR INTERNATIONAL SMALL MID CAP FUND CL I (VIISX) trade |
| LMLisa O. MonacoExecutive | VIRTUS KAR INTERNATIONAL SMALL MID CAP FUND CL I (VIISX)fund | Sell | $1,001 – $15,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco VIRTUS KAR INTERNATIONAL SMALL MID CAP FUND CL I (VIISX) trade |
| LMLisa O. MonacoExecutive | ALGER WEATHERBIE SPECIALIZED GROWTH FUND CLASS Z (ASMZX)fund | Sell | $1,001 – $15,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco ALGER WEATHERBIE SPECIALIZED GROWTH FUND CLASS Z (ASMZX) trade |
| LMLisa O. MonacoExecutive | ALGER WEATHERBIE SPECIALIZED GROWTH FUND CLASS Z (ASMZX)fund | Sell | $1,001 – $15,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco ALGER WEATHERBIE SPECIALIZED GROWTH FUND CLASS Z (ASMZX) trade |
| LMLisa O. MonacoExecutive | ALGER WEATHERBIE SPECIALIZED GROWTH FUND CLASS Z (ASMZX)fund | Sell | $1,001 – $15,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco ALGER WEATHERBIE SPECIALIZED GROWTH FUND CLASS Z (ASMZX) trade |
| LMLisa O. MonacoExecutive | IWMiShares Russell 2000 Index Fund | Sell | $1,001 – $15,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco IWM trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $50,001 – $100,000 | Nov 1, 2023 | Jul 13, 2024 | 255 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $50,001 – $100,000 | Oct 31, 2023 | Jul 13, 2024 | 256 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Oct 19, 2023 | Jul 13, 2024 | 268 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Sep 25, 2023 | Jul 13, 2024 | 292 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Aug 28, 2023 | Jul 13, 2024 | 320 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Aug 23, 2023 | Jul 13, 2024 | 325 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |