| CNClarence W. NelsonExecutive | IWMiShares Russell 2000 Index Fund | Sell | $1,001 – $15,000 | Dec 9, 2024 | Mar 13, 2025 | 94 | Filing for Clarence W. Nelson IWM trade |
| KCKurt CampbellExecutive | Tweedy, BrowneGlobal Value Fund (TBGVX)fund | Sell | $50,001 – $100,000 | Sep 17, 2024 | Mar 13, 2025 | 177 | Filing for Kurt Campbell Tweedy, BrowneGlobal Value Fund (TBGVX) trade |
| KCKurt CampbellExecutive | JOHCM International Select Fund Class Ifund | Sell | $50,001 – $100,000 | Sep 16, 2024 | Mar 13, 2025 | 178 | Filing for Kurt Campbell JOHCM International Select Fund Class I trade |
| KCKurt CampbellExecutive | Goldman Sachs Emerging Markets Equitystock | Sell | $15,001 – $50,000 | Sep 16, 2024 | Mar 13, 2025 | 178 | Filing for Kurt Campbell Goldman Sachs Emerging Markets Equity trade |
| KCKurt CampbellExecutive | FEOEFirst Eagle Overseas Equity ETF | Sell | $50,001 – $100,000 | Sep 16, 2024 | Mar 13, 2025 | 178 | Filing for Kurt Campbell FEOE trade |
| KCKurt CampbellExecutive | FEOEFirst Eagle Overseas Equity ETF | Sell | $50,001 – $100,000 | Jun 24, 2024 | Mar 13, 2025 | 262 | Filing for Kurt Campbell FEOE trade |
| KCKurt CampbellExecutive | Tweedy, BrowneGlobal Value Fund (TBGVX)fund | Sell | $50,001 – $100,000 | Jun 24, 2024 | Mar 13, 2025 | 262 | Filing for Kurt Campbell Tweedy, BrowneGlobal Value Fund (TBGVX) trade |
| KCKurt CampbellExecutive | JOHCM International Select Fund Class Ifund | Sell | $50,001 – $100,000 | Jun 24, 2024 | Mar 13, 2025 | 262 | Filing for Kurt Campbell JOHCM International Select Fund Class I trade |
| CNClarence W. NelsonExecutive | IJJiShares S&P Mid-Cap 400 Value ETF | Sell | $1,001 – $15,000 | Jun 24, 2024 | Mar 13, 2025 | 262 | Filing for Clarence W. Nelson IJJ trade |
| CNClarence W. NelsonExecutive | IWFiShares Russell 1000 Growth Fund | Sell | $1,001 – $15,000 | Apr 17, 2024 | Mar 13, 2025 | 330 | Filing for Clarence W. Nelson IWF trade |
| CNClarence W. NelsonExecutive | IVViShares Core S&P 500 ETF | Sell | $15,001 – $50,000 | Apr 17, 2024 | Mar 13, 2025 | 330 | Filing for Clarence W. Nelson IVV trade |
| CNClarence W. NelsonExecutive | IWRiShares Russell Mid-Cap ETF | Sell | $1,001 – $15,000 | Apr 17, 2024 | Mar 13, 2025 | 330 | Filing for Clarence W. Nelson IWR trade |
| CNClarence W. NelsonExecutive | ESMLiShares ESG Aware MSCI USA Small-Cap ETF | Sell | $1,001 – $15,000 | Apr 17, 2024 | Mar 13, 2025 | 330 | Filing for Clarence W. Nelson ESML trade |
| KCKurt CampbellExecutive | VCITVanguard Intermediate-Term Corporate Bond ETF | Sell | $15,001 – $50,000 | Apr 8, 2024 | Mar 13, 2025 | 339 | Filing for Kurt Campbell VCIT trade |
| KCKurt CampbellExecutive | PFFiShares Preferred and Income Securities ETF | Sell | $15,001 – $50,000 | Apr 8, 2024 | Mar 13, 2025 | 339 | Filing for Kurt Campbell PFF trade |
| KCKurt CampbellExecutive | Vanguard Short-Term Tax-Exempt Fundfund | Sell | $50,001 – $100,000 | Apr 8, 2024 | Mar 13, 2025 | 339 | Filing for Kurt Campbell Vanguard Short-Term Tax-Exempt Fund trade |
| KCKurt CampbellExecutive | FIMUFidelity Intermediate Municipal Income ETF | Sell | $15,001 – $50,000 | Apr 8, 2024 | Mar 13, 2025 | 339 | Filing for Kurt Campbell FIMU trade |
| CNClarence W. NelsonExecutive | Nuance Mid Cap Value Fund Class Z Shares (NMVZX)fund | Sell | $1,001 – $15,000 | Apr 5, 2024 | Mar 13, 2025 | 342 | Filing for Clarence W. Nelson Nuance Mid Cap Value Fund Class Z Shares (NMVZX) trade |
| CNClarence W. NelsonExecutive | DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX)fund | Sell | $1,001 – $15,000 | Apr 5, 2024 | Mar 13, 2025 | 342 | 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 | Mar 11, 2024 | Mar 13, 2025 | 367 | Filing for Clarence W. Nelson Diamond Hill Large Cap Fund Class Y Shares (DHLYX) trade |
| JGJennifer GranholmExecutive | Wilmington Trust Collective Investment Truststock | Sell | $100,001 – $250,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Wilmington Trust Collective Investment Trust trade |
| JGJennifer GranholmExecutive | BLKBlackRock Inc. | Sell | $100,001 – $250,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm BLK trade |
| CNClarence W. NelsonExecutive | International Equity Portfolio Institutional Class Shares (HLMIX)fund | Sell | $1,001 – $15,000 | Jan 8, 2024 | Mar 13, 2025 | 430 | Filing for Clarence W. Nelson International Equity Portfolio Institutional Class Shares (HLMIX) trade |
| KCKurt CampbellExecutive | Vanguard Short-Term Tax-Exempt Fundfund | Sell | $50,001 – $100,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell Vanguard Short-Term Tax-Exempt Fund trade |
| KCKurt CampbellExecutive | Goldman Sachs US Equity Dividend and Premium Fund Institutional Shares (GSPKX)fund | Sell | $1,001 – $15,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell Goldman Sachs US Equity Dividend and Premium Fund Institutional Shares (GSPKX) trade |
Julie JohnsonD-TXHouse | NSCNorfolk Southern Corporation | Partial sellJoint | $1,001 – $15,000 | Feb 25, 2025 | Mar 12, 2025 | 15 | Filing for Julie Johnson NSC trade |
Julie JohnsonD-TXHouse | PNCPNC Financial Services Group Inc. (The) | Partial sellJoint | $1,001 – $15,000 | Feb 24, 2025 | Mar 12, 2025 | 16 | Filing for Julie Johnson PNC trade |
Julie JohnsonD-TXHouse | MSMorgan Stanley | Partial sellJoint | $1,001 – $15,000 | Feb 24, 2025 | Mar 12, 2025 | 16 | Filing for Julie Johnson MS trade |
Julie JohnsonD-TXHouse | BLKBlackRock Inc. | Partial sellJoint | $1,001 – $15,000 | Feb 24, 2025 | Mar 12, 2025 | 16 | Filing for Julie Johnson BLK trade |
Julie JohnsonD-TXHouse | CBChubb Limited | SellJoint | $1,001 – $15,000 | Feb 14, 2025 | Mar 12, 2025 | 26 | Filing for Julie Johnson CB trade |
Julie JohnsonD-TXHouse | Walgreens Boots Alliance, Inc. - Common Stockstock | SellJoint | $1,001 – $15,000 | Feb 12, 2025 | Mar 12, 2025 | 28 | Filing for Julie Johnson Walgreens Boots Alliance, Inc. - Common Stock trade |
Julie JohnsonD-TXHouse | AESThe AES Corporation | SellJoint | $1,001 – $15,000 | Feb 12, 2025 | Mar 12, 2025 | 28 | Filing for Julie Johnson AES trade |
Julie JohnsonD-TXHouse | TSLATesla Inc. | SellJoint | $15,001 – $50,000 | Feb 12, 2025 | Mar 12, 2025 | 28 | Filing for Julie Johnson TSLA trade |
Julie JohnsonD-TXHouse | REGNRegeneron Pharmaceuticals Inc. | Partial sellJoint | $1,001 – $15,000 | Feb 12, 2025 | Mar 12, 2025 | 28 | Filing for Julie Johnson REGN trade |
Julie JohnsonD-TXHouse | PFEPfizer Inc. | SellJoint | $1,001 – $15,000 | Feb 12, 2025 | Mar 12, 2025 | 28 | Filing for Julie Johnson PFE trade |
Julie JohnsonD-TXHouse | MKTXMarketAxess Holdings Inc. | SellJoint | $1,001 – $15,000 | Feb 12, 2025 | Mar 12, 2025 | 28 | Filing for Julie Johnson MKTX trade |
Julie JohnsonD-TXHouse | Juniper Networks, Inc. Common Stockstock | SellJoint | $1,001 – $15,000 | Feb 12, 2025 | Mar 12, 2025 | 28 | Filing for Julie Johnson Juniper Networks, Inc. Common Stock trade |
Julie JohnsonD-TXHouse | HIIHuntington Ingalls Industries Inc. | SellJoint | $1,001 – $15,000 | Feb 12, 2025 | Mar 12, 2025 | 28 | Filing for Julie Johnson HII trade |
Julie JohnsonD-TXHouse | ELEstee Lauder Companies Inc. (The) | SellJoint | $1,001 – $15,000 | Feb 12, 2025 | Mar 12, 2025 | 28 | Filing for Julie Johnson EL trade |
Julie JohnsonD-TXHouse | ENPHEnphase Energy Inc. | SellJoint | $1,001 – $15,000 | Feb 12, 2025 | Mar 12, 2025 | 28 | Filing for Julie Johnson ENPH trade |
Julie JohnsonD-TXHouse | ALBAlbemarle Corporation | SellJoint | $1,001 – $15,000 | Feb 12, 2025 | Mar 12, 2025 | 28 | Filing for Julie Johnson ALB trade |
Julie JohnsonD-TXHouse | ZBHZimmer Biomet Holdings Inc. | SellJoint | $1,001 – $15,000 | Feb 11, 2025 | Mar 12, 2025 | 29 | Filing for Julie Johnson ZBH trade |
Julie JohnsonD-TXHouse | TFCTruist Financial Corporation | SellJoint | $1,001 – $15,000 | Feb 11, 2025 | Mar 12, 2025 | 29 | Filing for Julie Johnson TFC trade |
Julie JohnsonD-TXHouse | TSLATesla Inc. | SellJoint | $1,001 – $15,000 | Feb 11, 2025 | Mar 12, 2025 | 29 | Filing for Julie Johnson TSLA trade |
Julie JohnsonD-TXHouse | PYPLPayPal Holdings Inc. | SellJoint | $1,001 – $15,000 | Feb 11, 2025 | Mar 12, 2025 | 29 | Filing for Julie Johnson PYPL trade |
Julie JohnsonD-TXHouse | CACICACI International Inc. Class A | SellJoint | $1,001 – $15,000 | Feb 11, 2025 | Mar 12, 2025 | 29 | Filing for Julie Johnson CACI trade |
Julie JohnsonD-TXHouse | DOXAmdocs Limited | SellJoint | $1,001 – $15,000 | Feb 11, 2025 | Mar 12, 2025 | 29 | Filing for Julie Johnson DOX trade |
John FettermanD-PASenate | National Fin Auth N H Fed Leasebond | SellDependent child | $1,001 – $15,000 | Feb 6, 2025 | Mar 12, 2025 | 34 | Filing for John Fetterman National Fin Auth N H Fed Lease trade |
Julie JohnsonD-TXHouse | MCHPMicrochip Technology Incorporated | SellJoint | $1,001 – $15,000 | Feb 5, 2025 | Mar 12, 2025 | 35 | Filing for Julie Johnson MCHP trade |
Eleanor Holmes NortonD-DCHouse | BRK.BBerkshire Hathaway Inc. | Partial sell | $15,001 – $50,000 | Mar 5, 2025 | Mar 11, 2025 | 6 | Filing for Eleanor Holmes Norton BRK.B trade |