| CWChristopher A. WrightRExecutive | SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $100,001 – $250,000 | Feb 26, 2025 | Apr 18, 2025 | 51 | Filing for Christopher A. Wright SPMD trade |
| CWChristopher A. WrightRExecutive | SPYState Street SPDR S&P 500 ETF Trust | Buy | $100,001 – $250,000 | Feb 26, 2025 | Apr 18, 2025 | 51 | Filing for Christopher A. Wright SPY trade |
| CWChristopher A. WrightRExecutive | Goldman Sachs High Yield Municipal Fund Class Pfund | Buy | $50,001 – $100,000 | Feb 26, 2025 | Apr 18, 2025 | 51 | Filing for Christopher A. Wright Goldman Sachs High Yield Municipal Fund Class P trade |
| CWChristopher A. WrightRExecutive | Goldman Sachs Dynamic Municipal Income Fundfund | Buy | $50,001 – $100,000 | Feb 26, 2025 | Apr 18, 2025 | 51 | Filing for Christopher A. Wright Goldman Sachs Dynamic Municipal Income Fund trade |
| CWChristopher A. WrightRExecutive | LBRTLiberty Energy Inc. Class A | Sell | $500,001 – $1,000,000 | Feb 26, 2025 | Apr 18, 2025 | 51 | Filing for Christopher A. Wright LBRT trade |
| CWChristopher A. WrightRExecutive | LBRTLiberty Energy Inc. Class A | Sell | $500,001 – $1,000,000 | Feb 26, 2025 | Apr 18, 2025 | 51 | Filing for Christopher A. Wright LBRT trade |
| CWChristopher A. WrightRExecutive | Dodge & Cox International Stock Fund (DODFX)fund | Buy | $100,001 – $250,000 | Feb 25, 2025 | Apr 18, 2025 | 52 | Filing for Christopher A. Wright Dodge & Cox International Stock Fund (DODFX) trade |
| CWChristopher A. WrightRExecutive | SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $100,001 – $250,000 | Feb 25, 2025 | Apr 18, 2025 | 52 | Filing for Christopher A. Wright SPMD trade |
| CWChristopher A. WrightRExecutive | SPYState Street SPDR S&P 500 ETF Trust | Buy | $100,001 – $250,000 | Feb 25, 2025 | Apr 18, 2025 | 52 | Filing for Christopher A. Wright SPY trade |
| CWChristopher A. WrightRExecutive | Goldman Sachs High Yield Municipal Fund Class Pfund | Buy | $50,001 – $100,000 | Feb 25, 2025 | Apr 18, 2025 | 52 | Filing for Christopher A. Wright Goldman Sachs High Yield Municipal Fund Class P trade |
| CWChristopher A. WrightRExecutive | Goldman Sachs Dynamic Municipal Income Fundfund | Buy | $50,001 – $100,000 | Feb 25, 2025 | Apr 18, 2025 | 52 | Filing for Christopher A. Wright Goldman Sachs Dynamic Municipal Income Fund trade |
| CWChristopher A. WrightRExecutive | LBRTLiberty Energy Inc. Class A | Sell | $500,001 – $1,000,000 | Feb 25, 2025 | Apr 18, 2025 | 52 | Filing for Christopher A. Wright LBRT trade |
| CWChristopher A. WrightRExecutive | LBRTLiberty Energy Inc. Class A | Sell | $15,001 – $50,000 | Feb 18, 2025 | Apr 18, 2025 | 59 | Filing for Christopher A. Wright LBRT trade |
| CWChristopher A. WrightRExecutive | LBRTLiberty Energy Inc. Class A | Sell | $1,001 – $15,000 | Feb 14, 2025 | Apr 18, 2025 | 63 | Filing for Christopher A. Wright LBRT trade |
| CWChristopher A. WrightRExecutive | EMX Royalty Corporation Common Sharesstock | Sell | $100,001 – $250,000 | Feb 12, 2025 | Apr 18, 2025 | 65 | Filing for Christopher A. Wright EMX Royalty Corporation Common Shares trade |
| CWChristopher A. WrightRExecutive | LBRTLiberty Energy Inc. Class A | Sell | $15,001 – $50,000 | Feb 6, 2025 | Apr 18, 2025 | 71 | Filing for Christopher A. Wright LBRT trade |
| CWChristopher A. WrightRExecutive | LBRTLiberty Energy Inc. Class A | Sell | $100,001 – $250,000 | Feb 5, 2025 | Apr 18, 2025 | 72 | Filing for Christopher A. Wright LBRT trade |
| CWChristopher A. WrightRExecutive | LBRTLiberty Energy Inc. Class A | Sell | $250,001 – $500,000 | Feb 4, 2025 | Apr 18, 2025 | 73 | Filing for Christopher A. Wright LBRT trade |
Scott FranklinR-FLHouse | BWINThe Baldwin Insurance Group Inc. Class A | Partial sellJoint | $500,001 – $1,000,000 | Apr 10, 2025 | Apr 17, 2025 | 7 | Filing for Scott Franklin BWIN trade |
Darrell IssaR-CAHouse | Interest Rate Cap Transaction UBSother | Sell | $25,000,001 – $50,000,000 | Apr 10, 2025 | Apr 17, 2025 | 7 | Filing for Darrell Issa Interest Rate Cap Transaction UBS trade |
Bruce WestermanR-ARHouse | LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receiptstock | Buy | $1,001 – $15,000 | Apr 2, 2025 | Apr 16, 2025 | 14 | Filing for Bruce Westerman LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt trade |
Bruce WestermanR-ARHouse | SONYSony Group Corporation ADR | Buy | $1,001 – $15,000 | Mar 24, 2025 | Apr 16, 2025 | 23 | Filing for Bruce Westerman SONY trade |
Bruce WestermanR-ARHouse | MUFGMitsubishi UFJ Financial Group Inc. | Buy | $1,001 – $15,000 | Mar 21, 2025 | Apr 16, 2025 | 26 | Filing for Bruce Westerman MUFG trade |
Bruce WestermanR-ARHouse | MITSUBISHI HVY IND U/ADRstock | Buy | $1,001 – $15,000 | Mar 21, 2025 | Apr 16, 2025 | 26 | Filing for Bruce Westerman MITSUBISHI HVY IND U/ADR trade |
Bruce WestermanR-ARHouse | BPBP p.l.c. | Buy | $1,001 – $15,000 | Mar 21, 2025 | Apr 16, 2025 | 26 | Filing for Bruce Westerman BP trade |
Bruce WestermanR-ARHouse | WMTWalmart Inc. | Partial sell | $1,001 – $15,000 | Mar 20, 2025 | Apr 16, 2025 | 27 | Filing for Bruce Westerman WMT trade |
Bruce WestermanR-ARHouse | VVisa Inc. | Partial sell | $1,001 – $15,000 | Mar 20, 2025 | Apr 16, 2025 | 27 | Filing for Bruce Westerman V trade |
Bruce WestermanR-ARHouse | SPOTSpotify Technology S.A. | Buy | $1,001 – $15,000 | Mar 20, 2025 | Apr 16, 2025 | 27 | Filing for Bruce Westerman SPOT trade |
Bruce WestermanR-ARHouse | Siemens AG American Depositary Sharesstock | Buy | $1,001 – $15,000 | Mar 20, 2025 | Apr 16, 2025 | 27 | Filing for Bruce Westerman Siemens AG American Depositary Shares trade |
Bruce WestermanR-ARHouse | SAPSAP SE ADS | Buy | $1,001 – $15,000 | Mar 20, 2025 | Apr 16, 2025 | 27 | Filing for Bruce Westerman SAP trade |
Bruce WestermanR-ARHouse | PGProcter & Gamble Company (The) | Partial sell | $1,001 – $15,000 | Mar 20, 2025 | Apr 16, 2025 | 27 | Filing for Bruce Westerman PG trade |
Bruce WestermanR-ARHouse | NKENike Inc. | Sell | $1,001 – $15,000 | Mar 20, 2025 | Apr 16, 2025 | 27 | Filing for Bruce Westerman NKE trade |
Bruce WestermanR-ARHouse | NFLXNetflix Inc. | Partial sell | $1,001 – $15,000 | Mar 20, 2025 | Apr 16, 2025 | 27 | Filing for Bruce Westerman NFLX trade |
Bruce WestermanR-ARHouse | Nestle SA Sponsored ADR representing Registered Shares Series Bstock | Buy | $1,001 – $15,000 | Mar 20, 2025 | Apr 16, 2025 | 27 | Filing for Bruce Westerman Nestle SA Sponsored ADR representing Registered Shares Series B trade |
Bruce WestermanR-ARHouse | MSFTMicrosoft Corporation | Partial sell | $1,001 – $15,000 | Mar 20, 2025 | Apr 16, 2025 | 27 | Filing for Bruce Westerman MSFT trade |
Bruce WestermanR-ARHouse | MDTMedtronic plc. | Sell | $1,001 – $15,000 | Mar 20, 2025 | Apr 16, 2025 | 27 | Filing for Bruce Westerman MDT trade |
Bruce WestermanR-ARHouse | Hong Kong Exchanges & Clearing Ltd Unsponsored ADRstock | Buy | $1,001 – $15,000 | Mar 20, 2025 | Apr 16, 2025 | 27 | Filing for Bruce Westerman Hong Kong Exchanges & Clearing Ltd Unsponsored ADR trade |
Bruce WestermanR-ARHouse | AVGOBroadcom Inc. | Partial sell | $1,001 – $15,000 | Mar 20, 2025 | Apr 16, 2025 | 27 | Filing for Bruce Westerman AVGO trade |
Bruce WestermanR-ARHouse | ASMLASML Holding N.V. New York Registry Shares | Buy | $1,001 – $15,000 | Mar 20, 2025 | Apr 16, 2025 | 27 | Filing for Bruce Westerman ASML trade |
Bruce WestermanR-ARHouse | AAPLApple Inc. | Partial sell | $1,001 – $15,000 | Mar 20, 2025 | Apr 16, 2025 | 27 | Filing for Bruce Westerman AAPL trade |
Bruce WestermanR-ARHouse | AMZNAmazon.com Inc. | Partial sell | $1,001 – $15,000 | Mar 20, 2025 | Apr 16, 2025 | 27 | Filing for Bruce Westerman AMZN trade |
Bruce WestermanR-ARHouse | GOOGLAlphabet Inc. Class A | Partial sell | $1,001 – $15,000 | Mar 20, 2025 | Apr 16, 2025 | 27 | Filing for Bruce Westerman GOOGL trade |
Bruce WestermanR-ARHouse | UNPUnion Pacific Corporation | Buy | $1,001 – $15,000 | Mar 4, 2025 | Apr 16, 2025 | 43 | Filing for Bruce Westerman UNP trade |
Bruce WestermanR-ARHouse | Tokyo Electron Ltd Unsponsored ADRstock | Buy | $1,001 – $15,000 | Mar 4, 2025 | Apr 16, 2025 | 43 | Filing for Bruce Westerman Tokyo Electron Ltd Unsponsored ADR trade |
Bruce WestermanR-ARHouse | MDTMedtronic plc. | Buy | $1,001 – $15,000 | Mar 4, 2025 | Apr 16, 2025 | 43 | Filing for Bruce Westerman MDT trade |
Bruce WestermanR-ARHouse | DHRDanaher Corporation | Buy | $1,001 – $15,000 | Mar 4, 2025 | Apr 16, 2025 | 43 | Filing for Bruce Westerman DHR trade |
Bruce WestermanR-ARHouse | Compagnie Financiere Richemont Unsponsored ADRstock | Buy | $1,001 – $15,000 | Mar 4, 2025 | Apr 16, 2025 | 43 | Filing for Bruce Westerman Compagnie Financiere Richemont Unsponsored ADR trade |
Bruce WestermanR-ARHouse | BUDAnheuser-Busch Inbev SA Sponsored ADR (Belgium) | Buy | $1,001 – $15,000 | Mar 4, 2025 | Apr 16, 2025 | 43 | Filing for Bruce Westerman BUD trade |
Bruce WestermanR-ARHouse | adidas AG Sponsored ADRstock | Buy | $1,001 – $15,000 | Mar 4, 2025 | Apr 16, 2025 | 43 | Filing for Bruce Westerman adidas AG Sponsored ADR trade |
Bruce WestermanR-ARHouse | WMTWalmart Inc. | Buy | $1,001 – $15,000 | Mar 3, 2025 | Apr 16, 2025 | 44 | Filing for Bruce Westerman WMT trade |