Scott FranklinR-FLHouse | LORD ABBETT ULTRA SHORT BOND CL Iother | Sell | $100,001 – $250,000 | Aug 6, 2024 | Aug 20, 2024 | 14 | Filing for Scott Franklin LORD ABBETT ULTRA SHORT BOND CL I trade |
Scott FranklinR-FLHouse | KVUEKenvue Inc. | Sell | $1,001 – $15,000 | Aug 6, 2024 | Aug 20, 2024 | 14 | Filing for Scott Franklin KVUE trade |
Scott FranklinR-FLHouse | JPMJP Morgan Chase & Co. | Partial sell | $15,001 – $50,000 | Aug 6, 2024 | Aug 20, 2024 | 14 | Filing for Scott Franklin JPM trade |
Scott FranklinR-FLHouse | DGROiShares Core Dividend Growth ETF | SellSpouse | $15,001 – $50,000 | Aug 6, 2024 | Aug 20, 2024 | 14 | Filing for Scott Franklin DGRO trade |
Scott FranklinR-FLHouse | IJRiShares Core S&P Small-Cap ETF | Sell | $50,001 – $100,000 | Aug 6, 2024 | Aug 20, 2024 | 14 | Filing for Scott Franklin IJR trade |
Scott FranklinR-FLHouse | IJRiShares Core S&P Small-Cap ETF | SellSpouse | $1,001 – $15,000 | Aug 6, 2024 | Aug 20, 2024 | 14 | Filing for Scott Franklin IJR trade |
Scott FranklinR-FLHouse | ISHARES CORE S&P 500 ETFother | SellSpouse | $15,001 – $50,000 | Aug 6, 2024 | Aug 20, 2024 | 14 | Filing for Scott Franklin ISHARES CORE S&P 500 ETF trade |
Scott FranklinR-FLHouse | QQQInvesco QQQ Trust, Series 1 | Sell | $100,001 – $250,000 | Aug 6, 2024 | Aug 20, 2024 | 14 | Filing for Scott Franklin QQQ trade |
Scott FranklinR-FLHouse | FQALFidelity Quality Factor ETF | SellSpouse | $15,001 – $50,000 | Aug 6, 2024 | Aug 20, 2024 | 14 | Filing for Scott Franklin FQAL trade |
Scott FranklinR-FLHouse | ONEQFidelity Nasdaq Composite Index ETF | SellSpouse | $15,001 – $50,000 | Aug 6, 2024 | Aug 20, 2024 | 14 | Filing for Scott Franklin ONEQ trade |
Scott FranklinR-FLHouse | FIDELITY FLOATING HIGH RATE INCOMEother | SellSpouse | $1,001 – $15,000 | Aug 6, 2024 | Aug 20, 2024 | 14 | Filing for Scott Franklin FIDELITY FLOATING HIGH RATE INCOME trade |
Scott FranklinR-FLHouse | FIDELITY CONTRAFUNDother | SellSpouse | $15,001 – $50,000 | Aug 6, 2024 | Aug 20, 2024 | 14 | Filing for Scott Franklin FIDELITY CONTRAFUND trade |
Scott FranklinR-FLHouse | Discover Financial Services Common Stockstock | Sell | $50,001 – $100,000 | Aug 6, 2024 | Aug 20, 2024 | 14 | Filing for Scott Franklin Discover Financial Services Common Stock trade |
Scott FranklinR-FLHouse | COSTCostco Wholesale Corporation | Partial sell | $15,001 – $50,000 | Aug 6, 2024 | Aug 20, 2024 | 14 | Filing for Scott Franklin COST trade |
Scott FranklinR-FLHouse | CSCOCisco Systems Inc. | Sell | $50,001 – $100,000 | Aug 6, 2024 | Aug 20, 2024 | 14 | Filing for Scott Franklin CSCO trade |
Scott FranklinR-FLHouse | BRK.BBerkshire Hathaway Inc. | Partial sell | $15,001 – $50,000 | Aug 6, 2024 | Aug 20, 2024 | 14 | Filing for Scott Franklin BRK.B trade |
Scott FranklinR-FLHouse | AAPLApple Inc. | Partial sell | $15,001 – $50,000 | Aug 6, 2024 | Aug 20, 2024 | 14 | Filing for Scott Franklin AAPL trade |
Scott FranklinR-FLHouse | WMTWalmart Inc. | Partial sell | $1,001 – $15,000 | Aug 1, 2024 | Aug 20, 2024 | 19 | Filing for Scott Franklin WMT trade |
Scott FranklinR-FLHouse | PFEPfizer Inc. | Sell | $1,001 – $15,000 | Aug 1, 2024 | Aug 20, 2024 | 19 | Filing for Scott Franklin PFE trade |
Scott FranklinR-FLHouse | NEENextEra Energy Inc. | Sell | $1,001 – $15,000 | Aug 1, 2024 | Aug 20, 2024 | 19 | Filing for Scott Franklin NEE trade |
Scott FranklinR-FLHouse | Lord Abbott Ultra Short Bond CL Ibond | Sell | $1,001 – $15,000 | Aug 1, 2024 | Aug 20, 2024 | 19 | Filing for Scott Franklin Lord Abbott Ultra Short Bond CL I trade |
Scott FranklinR-FLHouse | LMTLockheed Martin Corporation | Partial sell | $1,001 – $15,000 | Aug 1, 2024 | Aug 20, 2024 | 19 | Filing for Scott Franklin LMT trade |
Scott FranklinR-FLHouse | KVUEKenvue Inc. | Sell | $447.03 | Aug 1, 2024 | Aug 20, 2024 | 19 | Filing for Scott Franklin KVUE trade |
Scott FranklinR-FLHouse | JPMJP Morgan Chase & Co. | Partial sell | $1,001 – $15,000 | Aug 1, 2024 | Aug 20, 2024 | 19 | Filing for Scott Franklin JPM trade |
Scott FranklinR-FLHouse | IShares Core S&P Small Cap Eother | Sell | $1,001 – $15,000 | Aug 1, 2024 | Aug 20, 2024 | 19 | Filing for Scott Franklin IShares Core S&P Small Cap E trade |
Scott FranklinR-FLHouse | INVESCO QQQ TR UNIT SER 1other | Sell | $15,001 – $50,000 | Aug 1, 2024 | Aug 20, 2024 | 19 | Filing for Scott Franklin INVESCO QQQ TR UNIT SER 1 trade |
Scott FranklinR-FLHouse | FIDELITY MID CAP STOCKother | Partial sell | $1,001 – $15,000 | Aug 1, 2024 | Aug 20, 2024 | 19 | Filing for Scott Franklin FIDELITY MID CAP STOCK trade |
Scott FranklinR-FLHouse | Discover Financial Services Common Stockstock | Sell | $1,001 – $15,000 | Aug 1, 2024 | Aug 20, 2024 | 19 | Filing for Scott Franklin Discover Financial Services Common Stock trade |
Scott FranklinR-FLHouse | COSTCostco Wholesale Corporation | Partial sell | $1,001 – $15,000 | Aug 1, 2024 | Aug 20, 2024 | 19 | Filing for Scott Franklin COST trade |
Scott FranklinR-FLHouse | CSCOCisco Systems Inc. | Sell | $1,001 – $15,000 | Aug 1, 2024 | Aug 20, 2024 | 19 | Filing for Scott Franklin CSCO trade |
Scott FranklinR-FLHouse | BRK.BBerkshire Hathaway Inc. | Partial sell | $1,001 – $15,000 | Aug 1, 2024 | Aug 20, 2024 | 19 | Filing for Scott Franklin BRK.B trade |
Scott FranklinR-FLHouse | AAPLApple Inc. | Partial sell | $1,001 – $15,000 | Aug 1, 2024 | Aug 20, 2024 | 19 | Filing for Scott Franklin AAPL trade |
Scott FranklinR-FLHouse | GOOGAlphabet Inc. Class C | Partial sell | $1,001 – $15,000 | Aug 1, 2024 | Aug 20, 2024 | 19 | Filing for Scott Franklin GOOG trade |
Jared MoskowitzD-FLHouse | ZTSZoetis Inc. Class A | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz ZTS trade |
Jared MoskowitzD-FLHouse | WECWEC Energy Group Inc. | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz WEC trade |
Jared MoskowitzD-FLHouse | TDToronto Dominion Bank (The) | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz TD trade |
Jared MoskowitzD-FLHouse | SNASnap-On Incorporated | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz SNA trade |
Jared MoskowitzD-FLHouse | PNCPNC Financial Services Group Inc. (The) | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz PNC trade |
Jared MoskowitzD-FLHouse | NOCNorthrop Grumman Corporation | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz NOC trade |
Jared MoskowitzD-FLHouse | MDLZMondelez International Inc. Class A | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz MDLZ trade |
Jared MoskowitzD-FLHouse | MAMastercard Incorporated | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz MA trade |
Jared MoskowitzD-FLHouse | LOWLowe's Companies Inc. | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz LOW trade |
Jared MoskowitzD-FLHouse | FDSFactSet Research Systems Inc. | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz FDS trade |
Jared MoskowitzD-FLHouse | CMCSAComcast Corporation Class A | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz CMCSA trade |
Jared MoskowitzD-FLHouse | ALLAllstate Corporation (The) | Sell | $1,001 – $15,000 | Jul 5, 2024 | Aug 19, 2024 | 45 | Filing for Jared Moskowitz ALL trade |
| MWMichael WhitakerExecutive | FPA Crescent Fund (FPACX)fund | Sell | $15,001 – $50,000 | Dec 22, 2023 | Aug 17, 2024 | 239 | Filing for Michael Whitaker FPA Crescent Fund (FPACX) trade |
| MWMichael WhitakerExecutive | DFA Investment Grade Portfolio (DFAPX)fund | Sell | $15,001 – $50,000 | Dec 22, 2023 | Aug 17, 2024 | 239 | Filing for Michael Whitaker DFA Investment Grade Portfolio (DFAPX) trade |
| MWMichael WhitakerExecutive | Vanguard Intermediate-Term Tax-Exemptstock | Sell | $100,001 – $250,000 | Dec 18, 2023 | Aug 17, 2024 | 243 | Filing for Michael Whitaker Vanguard Intermediate-Term Tax-Exempt trade |
| LALloyd AustinExecutive | Delaware Value Fund Institutional Classfund | Sell | $100,001 – $250,000 | Dec 14, 2023 | Aug 17, 2024 | 247 | Filing for Lloyd Austin Delaware Value Fund Institutional Class trade |
| LALloyd AustinExecutive | Delaware Small Cap Value Fund Institutionalfund | Sell | $50,001 – $100,000 | Dec 14, 2023 | Aug 17, 2024 | 247 | Filing for Lloyd Austin Delaware Small Cap Value Fund Institutional trade |