Kathy E. ManningD-NCHouse | Seven Bridges Emerging Markets Fund Seriesfund | Sell | $500,001 – $1,000,000 | Dec 31, 2024 | Jan 27, 2025 | 27 | Filing for Kathy E. Manning Seven Bridges Emerging Markets Fund Series trade |
| DCDeanne CriswellExecutive | LULUlululemon athletica inc. | Sell | $15,001 – $50,000 | Nov 21, 2024 | Jan 25, 2025 | 65 | Filing for Deanne Criswell LULU trade |
| DCDeanne CriswellExecutive | AAPLApple Inc. | Sell | $1,001 – $15,000 | Nov 21, 2024 | Jan 25, 2025 | 65 | Filing for Deanne Criswell AAPL trade |
| DCDeanne CriswellExecutive | CRWDCrowdStrike Holdings Inc. Class A | Sell | $15,001 – $50,000 | Nov 21, 2024 | Jan 25, 2025 | 65 | Filing for Deanne Criswell CRWD trade |
| DCDeanne CriswellExecutive | PLTRPalantir Technologies Inc. Class A | Sell | $15,001 – $50,000 | Nov 21, 2024 | Jan 25, 2025 | 65 | Filing for Deanne Criswell PLTR trade |
| DCDeanne CriswellExecutive | ADSKAutodesk Inc. | Sell | $15,001 – $50,000 | Nov 21, 2024 | Jan 25, 2025 | 65 | Filing for Deanne Criswell ADSK trade |
| DCDeanne CriswellExecutive | PAYCPaycom Software Inc. | Sell | $15,001 – $50,000 | Nov 21, 2024 | Jan 25, 2025 | 65 | Filing for Deanne Criswell PAYC trade |
| DCDeanne CriswellExecutive | METAMeta Platforms Inc. Class A | Sell | $1,001 – $15,000 | Nov 21, 2024 | Jan 25, 2025 | 65 | Filing for Deanne Criswell META trade |
| DCDeanne CriswellExecutive | AMZNAmazon.com Inc. | Sell | $1,001 – $15,000 | Nov 21, 2024 | Jan 25, 2025 | 65 | Filing for Deanne Criswell AMZN trade |
| DCDeanne CriswellExecutive | QQQInvesco QQQ Trust, Series 1 | Sell | $1,001 – $15,000 | Nov 20, 2024 | Jan 25, 2025 | 66 | Filing for Deanne Criswell QQQ trade |
Bill HagertyR-TNSenate | Aspen Insurance Holdings Ltd [Ahl/Pc]stock | Sell | $15,001 – $50,000 | Jan 2, 2025 | Jan 22, 2025 | 20 | Filing for Bill Hagerty Aspen Insurance Holdings Ltd [Ahl/Pc] trade |
Thomas H. Kean, Jr.R-NJHouse | GOOGAlphabet Inc. Class C | Sell | $1,001 – $15,000 | Dec 19, 2024 | Jan 22, 2025 | 34 | Filing for Thomas H. Kean, Jr. GOOG trade |
Thomas H. Kean, Jr.R-NJHouse | BENFranklin Templeton Inc. | Partial sell | $1,001 – $15,000 | Dec 16, 2024 | Jan 22, 2025 | 37 | Filing for Thomas H. Kean, Jr. BEN trade |
| KHKamala D. HarrisDExecutive | (Spouse) iShares 20+ Year Treasury Bond (TLT)bond | Sell | $1,001 – $15,000 | Nov 12, 2024 | Jan 22, 2025 | 71 | Filing for Kamala D. Harris (Spouse) iShares 20+ Year Treasury Bond (TLT) trade |
| KHKamala D. HarrisDExecutive | (Spouse) iShares 20+ Year Treasury Bond (TLT)bond | Sell | $15,001 – $50,000 | Nov 12, 2024 | Jan 22, 2025 | 71 | Filing for Kamala D. Harris (Spouse) iShares 20+ Year Treasury Bond (TLT) trade |
| KHKamala D. HarrisDExecutive | VGITVanguard Intermediate-Term Treasury ETF | Sell | $1,001 – $15,000 | Oct 21, 2024 | Jan 22, 2025 | 93 | Filing for Kamala D. Harris VGIT trade |
| KHKamala D. HarrisDExecutive | VGITVanguard Intermediate-Term Treasury ETF | Sell | $15,001 – $50,000 | Oct 21, 2024 | Jan 22, 2025 | 93 | Filing for Kamala D. Harris VGIT trade |
| KHKamala D. HarrisDExecutive | MBBiShares MBS ETF | Sell | $1,001 – $15,000 | Oct 21, 2024 | Jan 22, 2025 | 93 | Filing for Kamala D. Harris MBB trade |
| KHKamala D. HarrisDExecutive | MBBiShares MBS ETF | Sell | $15,001 – $50,000 | Oct 21, 2024 | Jan 22, 2025 | 93 | Filing for Kamala D. Harris MBB trade |
| KHKamala D. HarrisDExecutive | XLKState Street Technology Select Sector SPDR ETF | Sell | $1,001 – $15,000 | Aug 26, 2024 | Jan 22, 2025 | 149 | Filing for Kamala D. Harris XLK trade |
| KHKamala D. HarrisDExecutive | XLKState Street Technology Select Sector SPDR ETF | Sell | $15,001 – $50,000 | Aug 26, 2024 | Jan 22, 2025 | 149 | Filing for Kamala D. Harris XLK trade |
| KHKamala D. HarrisDExecutive | SCHPSchwab U.S. TIPS ETF | Sell | $1,001 – $15,000 | Jun 24, 2024 | Jan 22, 2025 | 212 | Filing for Kamala D. Harris SCHP trade |
| KHKamala D. HarrisDExecutive | SCHPSchwab U.S. TIPS ETF | Sell | $15,001 – $50,000 | Jun 24, 2024 | Jan 22, 2025 | 212 | Filing for Kamala D. Harris SCHP trade |
| KHKamala D. HarrisDExecutive | IJRiShares Core S&P Small-Cap ETF | Sell | $1,001 – $15,000 | Jun 24, 2024 | Jan 22, 2025 | 212 | Filing for Kamala D. Harris IJR trade |
| KHKamala D. HarrisDExecutive | IJRiShares Core S&P Small-Cap ETF | Sell | $15,001 – $50,000 | Jun 24, 2024 | Jan 22, 2025 | 212 | Filing for Kamala D. Harris IJR trade |
| KHKamala D. HarrisDExecutive | VUGVanguard Morningstar Growth ETF | Sell | $1,001 – $15,000 | Mar 26, 2024 | Jan 22, 2025 | 302 | Filing for Kamala D. Harris VUG trade |
| KHKamala D. HarrisDExecutive | VUGVanguard Morningstar Growth ETF | Sell | $15,001 – $50,000 | Mar 26, 2024 | Jan 22, 2025 | 302 | Filing for Kamala D. Harris VUG trade |
| KHKamala D. HarrisDExecutive | VTVVanguard Morningstar Value ETF | Sell | $1,001 – $15,000 | Mar 26, 2024 | Jan 22, 2025 | 302 | Filing for Kamala D. Harris VTV trade |
| KHKamala D. HarrisDExecutive | VTVVanguard Morningstar Value ETF | Sell | $15,001 – $50,000 | Mar 26, 2024 | Jan 22, 2025 | 302 | Filing for Kamala D. Harris VTV trade |
| KHKamala D. HarrisDExecutive | IEMGiShares Core MSCI Emerging Markets ETF | Sell | $15,001 – $50,000 | Mar 26, 2024 | Jan 22, 2025 | 302 | Filing for Kamala D. Harris IEMG trade |
| KHKamala D. HarrisDExecutive | VGITVanguard Intermediate-Term Treasury ETF | Sell | $1,001 – $15,000 | Feb 27, 2024 | Jan 22, 2025 | 330 | Filing for Kamala D. Harris VGIT trade |
| KHKamala D. HarrisDExecutive | VGITVanguard Intermediate-Term Treasury ETF | Sell | $15,001 – $50,000 | Feb 27, 2024 | Jan 22, 2025 | 330 | Filing for Kamala D. Harris VGIT trade |
| KHKamala D. HarrisDExecutive | VTVVanguard Morningstar Value ETF | Sell | $1,001 – $15,000 | Feb 1, 2024 | Jan 22, 2025 | 356 | Filing for Kamala D. Harris VTV trade |
| APArati PrabhakarExecutive | PIMCO ESG Income Fund Institutionalfund | Sell | $50,001 – $100,000 | Jan 10, 2025 | Jan 18, 2025 | 8 | Filing for Arati Prabhakar PIMCO ESG Income Fund Institutional trade |
| APArati PrabhakarExecutive | DFSUDimensional US Sustainability Core 1 ETF | Sell | $100,001 – $250,000 | Jan 7, 2025 | Jan 18, 2025 | 11 | Filing for Arati Prabhakar DFSU trade |
| RGRahul GuptaExecutive | XYZBlock Inc. Class A | Sell | $1,001 – $15,000 | Nov 15, 2024 | Jan 18, 2025 | 64 | Filing for Rahul Gupta XYZ trade |
| RGRahul GuptaExecutive | XYZBlock Inc. Class A | Sell | $1,001 – $15,000 | Nov 13, 2024 | Jan 18, 2025 | 66 | Filing for Rahul Gupta XYZ trade |
| RGRahul GuptaExecutive | XYZBlock Inc. Class A | Sell | $1,001 – $15,000 | Nov 12, 2024 | Jan 18, 2025 | 67 | Filing for Rahul Gupta XYZ trade |
| RGRahul GuptaExecutive | XYZBlock Inc. Class A | Sell | $1,001 – $15,000 | Nov 11, 2024 | Jan 18, 2025 | 68 | Filing for Rahul Gupta XYZ trade |
| RGRahul GuptaExecutive | TSLATesla Inc. | Sell | $1,001 – $15,000 | Nov 8, 2024 | Jan 18, 2025 | 71 | Filing for Rahul Gupta TSLA trade |
| RGRahul GuptaExecutive | AMZNAmazon.com Inc. | Sell | $1,001 – $15,000 | Nov 6, 2024 | Jan 18, 2025 | 73 | Filing for Rahul Gupta AMZN trade |
| RGRahul GuptaExecutive | TSLATesla Inc. | Sell | $1,001 – $15,000 | Nov 6, 2024 | Jan 18, 2025 | 73 | Filing for Rahul Gupta TSLA trade |
| RGRahul GuptaExecutive | XYZBlock Inc. Class A | Sell | $1,001 – $15,000 | Nov 6, 2024 | Jan 18, 2025 | 73 | Filing for Rahul Gupta XYZ trade |
| APArati PrabhakarExecutive | International Sustainability Core 1 Portfoliofund | Sell | $15,001 – $50,000 | Sep 30, 2024 | Jan 18, 2025 | 110 | Filing for Arati Prabhakar International Sustainability Core 1 Portfolio trade |
| APArati PrabhakarExecutive | PIMCO ESG Income Fund Institutional (PEGIX)fund | Sell | $1,001 – $15,000 | Sep 25, 2024 | Jan 18, 2025 | 115 | Filing for Arati Prabhakar PIMCO ESG Income Fund Institutional (PEGIX) trade |
| APArati PrabhakarExecutive | US Sustainability Core 1 Portfolio Institutionalfund | Sell | $250,001 – $500,000 | Sep 25, 2024 | Jan 18, 2025 | 115 | Filing for Arati Prabhakar US Sustainability Core 1 Portfolio Institutional trade |
| APArati PrabhakarExecutive | DFA Global Sustainability Fixed Income ETFetf | Sell | $250,001 – $500,000 | Sep 25, 2024 | Jan 18, 2025 | 115 | Filing for Arati Prabhakar DFA Global Sustainability Fixed Income ETF trade |
| APArati PrabhakarExecutive | International Sustainability Core 1 Portfoliofund | Sell | $15,001 – $50,000 | Sep 25, 2024 | Jan 18, 2025 | 115 | Filing for Arati Prabhakar International Sustainability Core 1 Portfolio trade |
| APArati PrabhakarExecutive | DFA Emerging Markets Sustainability Core 1other | Sell | $15,001 – $50,000 | Sep 25, 2024 | Jan 18, 2025 | 115 | Filing for Arati Prabhakar DFA Emerging Markets Sustainability Core 1 trade |
| APArati PrabhakarExecutive | GMO Resources Fund Class I (GEACX)fund | Sell | $50,001 – $100,000 | Sep 25, 2024 | Jan 18, 2025 | 115 | Filing for Arati Prabhakar GMO Resources Fund Class I (GEACX) trade |