Morgan McGarveyD-KYHouse | NVDANVIDIA Corporation | SellJoint | $1,001 – $15,000 | Nov 13, 2024 | Dec 10, 2024 | 27 | Filing for Morgan McGarvey NVDA trade |
Morgan McGarveyD-KYHouse | MSFTMicrosoft Corporation | SellSpouse | $1,001 – $15,000 | Nov 13, 2024 | Dec 10, 2024 | 27 | Filing for Morgan McGarvey MSFT trade |
Morgan McGarveyD-KYHouse | IBKRInteractive Brokers Group Inc. Class A | SellSpouse | $1,001 – $15,000 | Nov 13, 2024 | Dec 10, 2024 | 27 | Filing for Morgan McGarvey IBKR trade |
Morgan McGarveyD-KYHouse | SCHWCharles Schwab Corporation (The) | SellSpouse | $1,001 – $15,000 | Nov 13, 2024 | Dec 10, 2024 | 27 | Filing for Morgan McGarvey SCHW trade |
Morgan McGarveyD-KYHouse | AMZNAmazon.com Inc. | SellSpouse | $1,001 – $15,000 | Nov 13, 2024 | Dec 10, 2024 | 27 | Filing for Morgan McGarvey AMZN trade |
Morgan McGarveyD-KYHouse | DJTTrump Media & Technology Group Corp. | SellSpouse | $1,001 – $15,000 | Nov 8, 2024 | Dec 10, 2024 | 32 | Filing for Morgan McGarvey DJT trade |
| AHAvril D. HainesExecutive | Parametric TABS 5-to-15 Year Ladderedother | Sell | $15,001 – $50,000 | Dec 8, 2023 | Dec 10, 2024 | 368 | Filing for Avril D. Haines Parametric TABS 5-to-15 Year Laddered trade |
| AHAvril D. HainesExecutive | T Rowe Price Capital Appreciation Fund (PRWCX)fund | Sell | $1,001 – $15,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines T Rowe Price Capital Appreciation Fund (PRWCX) trade |
| AHAvril D. HainesExecutive | Loomis Sayles Global Allocation Fund Class Y Shares (LSWWX)fund | Sell | $1,001 – $15,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines Loomis Sayles Global Allocation Fund Class Y Shares (LSWWX) trade |
| AHAvril D. HainesExecutive | Columbia Dividend Income Fund Institutional Class Shares (GSFTX)fund | Sell | $1,001 – $15,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines Columbia Dividend Income Fund Institutional Class Shares (GSFTX) trade |
| AHAvril D. HainesExecutive | PGIM JennisonGlobal Opportunities Fund Class Z Shares (PRJZX)fund | Sell | $1,001 – $15,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines PGIM JennisonGlobal Opportunities Fund Class Z Shares (PRJZX) trade |
| AHAvril D. HainesExecutive | MainStay Winslow Large Cap Growth Fund Class I Shares (MLAIX)fund | Sell | $1,001 – $15,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines MainStay Winslow Large Cap Growth Fund Class I Shares (MLAIX) trade |
| AHAvril D. HainesExecutive | Alger Focus Equity Fund Class Z Shares (ALZFX)fund | Sell | $1,001 – $15,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines Alger Focus Equity Fund Class Z Shares (ALZFX) trade |
| AHAvril D. HainesExecutive | ColumbiaGlobal Technology Growth Fund Institutional Class Shares (CMTFX)fund | Sell | $1,001 – $15,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines ColumbiaGlobal Technology Growth Fund Institutional Class Shares (CMTFX) trade |
| AHAvril D. HainesExecutive | Catalyst Enhanced Income Strategy Fund Class I Shares (EIXIX)fund | Sell | $1,001 – $15,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines Catalyst Enhanced Income Strategy Fund Class I Shares (EIXIX) trade |
| AHAvril D. HainesExecutive | Putnam Equity Income Fund Class Y Shares (PEIYX)fund | Sell | $1,001 – $15,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines Putnam Equity Income Fund Class Y Shares (PEIYX) trade |
| AHAvril D. HainesExecutive | T Rowe Price Health Sciences Fund, Inc (PRHSX)fund | Sell | $1,001 – $15,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines T Rowe Price Health Sciences Fund, Inc (PRHSX) trade |
| AHAvril D. HainesExecutive | Alger Mid Cap Focus Fund Class Z Shares (AFOZX)fund | Sell | $1,001 – $15,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines Alger Mid Cap Focus Fund Class Z Shares (AFOZX) trade |
| AHAvril D. HainesExecutive | Alger Small Cap Focus Fund Class Z Shares (AGOZX)fund | Sell | $1,001 – $15,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines Alger Small Cap Focus Fund Class Z Shares (AGOZX) trade |
| AHAvril D. HainesExecutive | PIMCO Income Fund Class I-2 Shares (PONPX)fund | Sell | $1,001 – $15,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines PIMCO Income Fund Class I-2 Shares (PONPX) trade |
| AHAvril D. HainesExecutive | Loomis Sayles Investment Grade Bond Fund Class Y Shares (LSIIX)fund | Sell | $1,001 – $15,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines Loomis Sayles Investment Grade Bond Fund Class Y Shares (LSIIX) trade |
| AHAvril D. HainesExecutive | Allspring Special Mid Cap Value Fund (WFMIX)fund | Sell | $1,001 – $15,000 | Sep 22, 2023 | Dec 10, 2024 | 445 | Filing for Avril D. Haines Allspring Special Mid Cap Value Fund (WFMIX) trade |
| AHAvril D. HainesExecutive | PIMCO Income Fund Class I-2 Sharesfund | Sell | $15,001 – $50,000 | Sep 20, 2023 | Dec 10, 2024 | 447 | Filing for Avril D. Haines PIMCO Income Fund Class I-2 Shares trade |
| AHAvril D. HainesExecutive | Allspring Special Small Cap Value Fund (ESPNX)fund | Sell | $1,001 – $15,000 | Apr 25, 2023 | Dec 10, 2024 | 595 | Filing for Avril D. Haines Allspring Special Small Cap Value Fund (ESPNX) trade |
| AHAvril D. HainesExecutive | T Rowe Price Capital Appreciation Fund (PRWCX)fund | Sell | $1,001 – $15,000 | Mar 23, 2023 | Dec 10, 2024 | 628 | Filing for Avril D. Haines T Rowe Price Capital Appreciation Fund (PRWCX) trade |
| AHAvril D. HainesExecutive | TCAFT. Rowe Price Capital Appreciation Equity ETF | Sell | $50,001 – $100,000 | Feb 28, 2023 | Dec 10, 2024 | 651 | Filing for Avril D. Haines TCAF trade |
| AHAvril D. HainesExecutive | ColumbiaGlobal Technology Growth Fundfund | Sell | $50,001 – $100,000 | Feb 28, 2023 | Dec 10, 2024 | 651 | Filing for Avril D. Haines ColumbiaGlobal Technology Growth Fund trade |
| AHAvril D. HainesExecutive | Loomis Sayles Global Allocation Fund Class Yfund | Sell | $15,001 – $50,000 | Feb 28, 2023 | Dec 10, 2024 | 651 | Filing for Avril D. Haines Loomis Sayles Global Allocation Fund Class Y trade |
| AHAvril D. HainesExecutive | PIMCO Low Duration Fund Class I-2 Sharesfund | Sell | $15,001 – $50,000 | Jan 19, 2023 | Dec 10, 2024 | 691 | Filing for Avril D. Haines PIMCO Low Duration Fund Class I-2 Shares trade |
Jared MoskowitzD-FLHouse | WSTWest Pharmaceutical Services Inc. | Sell | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz WST trade |
Jared MoskowitzD-FLHouse | SBCFSeacoast Banking Corporation of Florida | SellDependent child | $50,001 – $100,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz SBCF trade |
Jared MoskowitzD-FLHouse | SBCFSeacoast Banking Corporation of Florida | SellDependent child | $15,001 – $50,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz SBCF trade |
Jared MoskowitzD-FLHouse | XOMExxonMobil Holdings Corporation | Sell | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz XOM trade |
Jared MoskowitzD-FLHouse | CVXChevron Corporation | Sell | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz CVX trade |
Jared MoskowitzD-FLHouse | AOSA.O. Smith Corporation | Sell | $1,001 – $15,000 | Nov 8, 2024 | Dec 9, 2024 | 31 | Filing for Jared Moskowitz AOS trade |
Earl BlumenauerD-ORHouse | Comcast Corp 4.65%33bond | SellSpouse | $15,001 – $50,000 | Nov 21, 2024 | Dec 7, 2024 | 16 | Filing for Earl Blumenauer Comcast Corp 4.65%33 trade |
Earl BlumenauerD-ORHouse | Toyota Motor Credit 3%/25bond | SellSpouse | $50,001 – $100,000 | Nov 8, 2024 | Dec 7, 2024 | 29 | Filing for Earl Blumenauer Toyota Motor Credit 3%/25 trade |
Josh GottheimerD-NJHouse | REGNRegeneron Pharmaceuticals Inc. | Partial sellJoint | $1,001 – $15,000 | Nov 29, 2024 | Dec 5, 2024 | 6 | Filing for Josh Gottheimer REGN trade |
Josh GottheimerD-NJHouse | VRTVertiv Holdings LLC Class A | Partial sellJoint | $1,001 – $15,000 | Nov 27, 2024 | Dec 5, 2024 | 8 | Filing for Josh Gottheimer VRT trade |
Josh GottheimerD-NJHouse | NFLXNetflix Inc. | Partial sellJoint | $1,001 – $15,000 | Nov 27, 2024 | Dec 5, 2024 | 8 | Filing for Josh Gottheimer NFLX trade |
Josh GottheimerD-NJHouse | ETNEaton Corporation PLC | Partial sellJoint | $1,001 – $15,000 | Nov 25, 2024 | Dec 5, 2024 | 10 | Filing for Josh Gottheimer ETN trade |
Josh GottheimerD-NJHouse | COPConocoPhillips | Partial sellJoint | $1,001 – $15,000 | Nov 22, 2024 | Dec 5, 2024 | 13 | Filing for Josh Gottheimer COP trade |
Josh GottheimerD-NJHouse | REGNRegeneron Pharmaceuticals Inc. | Partial sellJoint | $1,001 – $15,000 | Nov 19, 2024 | Dec 5, 2024 | 16 | Filing for Josh Gottheimer REGN trade |
Josh GottheimerD-NJHouse | MSFTMicrosoft Corporation | SellJoint | $1,000,001 – $5,000,000 | Nov 19, 2024 | Dec 5, 2024 | 16 | Filing for Josh Gottheimer MSFT trade |
Josh GottheimerD-NJHouse | MSFTMicrosoft Corporation | SellJoint | $1,000,001 – $5,000,000 | Nov 19, 2024 | Dec 5, 2024 | 16 | Filing for Josh Gottheimer MSFT trade |
Josh GottheimerD-NJHouse | MSFTMicrosoft Corporation | SellJoint | $1,000,001 – $5,000,000 | Nov 19, 2024 | Dec 5, 2024 | 16 | Filing for Josh Gottheimer MSFT trade |
Josh GottheimerD-NJHouse | FOXFFox Factory Holding Corp. | SellJoint | $1,001 – $15,000 | Nov 19, 2024 | Dec 5, 2024 | 16 | Filing for Josh Gottheimer FOXF trade |
Josh GottheimerD-NJHouse | LLYEli Lilly and Company | Partial sellJoint | $1,001 – $15,000 | Nov 19, 2024 | Dec 5, 2024 | 16 | Filing for Josh Gottheimer LLY trade |
Sheldon WhitehouseD-RISenate | RI HEALTH & EDL BLDG CORPbond | SellSpouse | $15,001 – $50,000 | Nov 19, 2024 | Dec 5, 2024 | 16 | Filing for Sheldon Whitehouse RI HEALTH & EDL BLDG CORP trade |
Sheldon WhitehouseD-RISenate | METMetLife Inc. | SellSpouse | $1,001 – $15,000 | Nov 19, 2024 | Dec 5, 2024 | 16 | Filing for Sheldon Whitehouse MET trade |