| APArati PrabhakarExecutive | DFSDDimensional Short-Duration Fixed Income ETF | Sell | $250,001 – $500,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar DFSD trade |
| APArati PrabhakarExecutive | DFA Global Sustainability Fixed Incomestock | Sell | $50,001 – $100,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar DFA Global Sustainability Fixed Income trade |
| APArati PrabhakarExecutive | DFSDDimensional Short-Duration Fixed Income ETF | Sell | $50,001 – $100,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar DFSD trade |
| APArati PrabhakarExecutive | DFSDDimensional Short-Duration Fixed Income ETF | Sell | $15,001 – $50,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar DFSD trade |
| APArati PrabhakarExecutive | DFSDDimensional Short-Duration Fixed Income ETF | Sell | $15,001 – $50,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar DFSD trade |
| APArati PrabhakarExecutive | International Sustainability Core 1 Portfoliofund | Sell | $15,001 – $50,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar International Sustainability Core 1 Portfolio trade |
| APArati PrabhakarExecutive | DFA Global Sustainability Fixed Incomestock | Sell | $50,001 – $100,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar DFA Global Sustainability Fixed Income trade |
Thomas R. CarperD-DESenate | UBS CONTINGENT AUTOCALL METbond | SellSpouse | $15,001 – $50,000 | Jul 18, 2024 | Aug 2, 2024 | 15 | Filing for Thomas R. Carper UBS CONTINGENT AUTOCALL MET trade |
Dean PhillipsD-MNHouse | Outsell, Inc.other | Sell | $1,001 – $15,000 | Jul 2, 2024 | Aug 1, 2024 | 30 | Filing for Dean Phillips Outsell, Inc. trade |
Dean PhillipsD-MNHouse | Outsell, Inc.other | Partial sell | $1,000,001 – $5,000,000 | Jun 27, 2024 | Aug 1, 2024 | 35 | Filing for Dean Phillips Outsell, Inc. trade |
| RGRahul GuptaExecutive | AMZNAmazon.com Inc. | Sell | $1,001 – $15,000 | May 13, 2024 | Aug 1, 2024 | 80 | Filing for Rahul Gupta AMZN trade |
| RGRahul GuptaExecutive | GEGE Aerospace | Sell | $1,001 – $15,000 | May 9, 2024 | Aug 1, 2024 | 84 | Filing for Rahul Gupta GE trade |
| RGRahul GuptaExecutive | AMZNAmazon.com Inc. | Sell | $1,001 – $15,000 | May 9, 2024 | Aug 1, 2024 | 84 | Filing for Rahul Gupta AMZN trade |
| RGRahul GuptaExecutive | MMM3M Company | Sell | $1,001 – $15,000 | May 2, 2024 | Aug 1, 2024 | 91 | Filing for Rahul Gupta MMM trade |
Michael C. BurgessR-TXHouse | UPSUnited Parcel Service Inc. | SellSpouse | $1,001 – $15,000 | Jul 22, 2024 | Jul 31, 2024 | 9 | Filing for Michael C. Burgess UPS trade |
Michael C. BurgessR-TXHouse | RYRoyal Bank Of Canada | Partial sellSpouse | $1,001 – $15,000 | Jul 16, 2024 | Jul 31, 2024 | 15 | Filing for Michael C. Burgess RY trade |
Nancy PelosiD-CAHouse | MSFTMicrosoft Corporation | Partial sellSpouse | $1,000,001 – $5,000,000 | Jul 26, 2024 | Jul 30, 2024 | 4 | Filing for Nancy Pelosi MSFT trade |
Katie Boyd BrittR-ALSenate | ONEWOneWater Marine Inc. Class A | SellJoint | $1,001 – $15,000 | Jul 24, 2024 | Jul 29, 2024 | 5 | Filing for Katie Boyd Britt ONEW trade |
| DHDebra A. HaalandExecutive | Fidelity Asset Manager 50% (FASMX)bond | Sell | $15,001 – $50,000 | Dec 26, 2023 | Jul 26, 2024 | 213 | Filing for Debra A. Haaland Fidelity Asset Manager 50% (FASMX) trade |
| AAAlice AlbrightExecutive | WASHINGTON ST DB 5% 06/01/27 JDbond | Sell | $100,001 – $250,000 | Dec 20, 2023 | Jul 26, 2024 | 219 | Filing for Alice Albright WASHINGTON ST DB 5% 06/01/27 JD trade |
| CNClarence W. NelsonExecutive | NatixisLoomis Sayles Growth Fund Class N Shares (LGRNX)fund | Sell | $1,001 – $15,000 | Dec 13, 2023 | Jul 26, 2024 | 226 | Filing for Clarence W. Nelson NatixisLoomis Sayles Growth Fund Class N Shares (LGRNX) trade |
| AAAlice AlbrightExecutive | D C WTR & SWR AUTH REV 5% 10/01/32bond | Sell | $100,001 – $250,000 | Nov 16, 2023 | Jul 26, 2024 | 253 | Filing for Alice Albright D C WTR & SWR AUTH REV 5% 10/01/32 trade |
| AAAlice AlbrightExecutive | HAMPTON RDS VA TRANSN REV 5%bond | Sell | $100,001 – $250,000 | Nov 2, 2023 | Jul 26, 2024 | 267 | Filing for Alice Albright HAMPTON RDS VA TRANSN REV 5% trade |
| AAAlice AlbrightExecutive | OHIO WATER DEVELOPMENT AUTH REVbond | Sell | $100,001 – $250,000 | Oct 31, 2023 | Jul 26, 2024 | 269 | Filing for Alice Albright OHIO WATER DEVELOPMENT AUTH REV trade |
| AAAlice AlbrightExecutive | EAST CENTRAL TEX INDPT SCH GO 5%other | Sell | $100,001 – $250,000 | Oct 24, 2023 | Jul 26, 2024 | 276 | Filing for Alice Albright EAST CENTRAL TEX INDPT SCH GO 5% trade |
| AAAlice AlbrightExecutive | WASHINGTON ST DB 5% 07/01/27 JJbond | Sell | $50,001 – $100,000 | Sep 19, 2023 | Jul 26, 2024 | 311 | Filing for Alice Albright WASHINGTON ST DB 5% 07/01/27 JJ trade |
| AAAlice AlbrightExecutive | COMMONWEALTH OF MASSACHUSETTSstock | Sell | $50,001 – $100,000 | Sep 11, 2023 | Jul 26, 2024 | 319 | Filing for Alice Albright COMMONWEALTH OF MASSACHUSETTS trade |
| AAAlice AlbrightExecutive | NY CT TRANSITIONAL FIN AUTH REV 5%bond | Sell | $50,001 – $100,000 | May 22, 2023 | Jul 26, 2024 | 431 | Filing for Alice Albright NY CT TRANSITIONAL FIN AUTH REV 5% trade |
| CNClarence W. NelsonExecutive | DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX)fund | Sell | $1,001 – $15,000 | May 22, 2023 | Jul 26, 2024 | 431 | Filing for Clarence W. Nelson DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX) trade |
| CNClarence W. NelsonExecutive | JOHCM International Select Fund Class I Shares (JOHIX)fund | Sell | $1,001 – $15,000 | May 22, 2023 | Jul 26, 2024 | 431 | Filing for Clarence W. Nelson JOHCM International Select Fund Class I Shares (JOHIX) trade |
| CNClarence W. NelsonExecutive | Calamos Market Neutral Income Fund Class I Shares (CMNIX)fund | Sell | $1,001 – $15,000 | May 3, 2023 | Jul 26, 2024 | 450 | Filing for Clarence W. Nelson Calamos Market Neutral Income Fund Class I Shares (CMNIX) trade |
| CNClarence W. NelsonExecutive | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)etf | Sell | $1,001 – $15,000 | May 2, 2023 | Jul 26, 2024 | 451 | Filing for Clarence W. Nelson Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) trade |
| CNClarence W. NelsonExecutive | Vanguard Short-Term Treasury Index Fundbond | Sell | $15,001 – $50,000 | May 2, 2023 | Jul 26, 2024 | 451 | Filing for Clarence W. Nelson Vanguard Short-Term Treasury Index Fund trade |
| CNClarence W. NelsonExecutive | DWS RREEF Real Assets Fund Institutional Class Shares (AAAZX)fund | Sell | $1,001 – $15,000 | May 1, 2023 | Jul 26, 2024 | 452 | Filing for Clarence W. Nelson DWS RREEF Real Assets Fund Institutional Class Shares (AAAZX) trade |
| CNClarence W. NelsonExecutive | Calamos Market Neutral Income Fund Class I Shares (CMNIX)fund | Sell | $1,001 – $15,000 | May 1, 2023 | Jul 26, 2024 | 452 | Filing for Clarence W. Nelson Calamos Market Neutral Income Fund Class I Shares (CMNIX) trade |
| CNClarence W. NelsonExecutive | BaronEmerging Markets Fund Institutional Class Shares (BEXIX)fund | Sell | $1,001 – $15,000 | May 1, 2023 | Jul 26, 2024 | 452 | Filing for Clarence W. Nelson BaronEmerging Markets Fund Institutional Class Shares (BEXIX) trade |
| CNClarence W. NelsonExecutive | Virtus KAR Small-Cap Core Fund Class R6 Shares (VSCRX)fund | Sell | $1,001 – $15,000 | May 1, 2023 | Jul 26, 2024 | 452 | Filing for Clarence W. Nelson Virtus KAR Small-Cap Core Fund Class R6 Shares (VSCRX) trade |
| CNClarence W. NelsonExecutive | Lord Abbett Short Duration Income Fund Class I Shares (LLDYX)fund | Sell | $1,001 – $15,000 | May 1, 2023 | Jul 26, 2024 | 452 | Filing for Clarence W. Nelson Lord Abbett Short Duration Income Fund Class I Shares (LLDYX) trade |
| CNClarence W. NelsonExecutive | JPMorgan Hedged Equity Fund Class R6 Shares (JHQRX)fund | Sell | $1,001 – $15,000 | May 1, 2023 | Jul 26, 2024 | 452 | Filing for Clarence W. Nelson JPMorgan Hedged Equity Fund Class R6 Shares (JHQRX) trade |
| CNClarence W. NelsonExecutive | DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX)fund | Sell | $1,001 – $15,000 | Apr 10, 2023 | Jul 26, 2024 | 473 | 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 | Apr 10, 2023 | Jul 26, 2024 | 473 | Filing for Clarence W. Nelson Diamond Hill Large Cap Fund Class Y Shares (DHLYX) trade |
| CNClarence W. NelsonExecutive | NatixisLoomis Sayles Growth Fund Class N Shares (LGRNX)fund | Sell | $1,001 – $15,000 | Apr 10, 2023 | Jul 26, 2024 | 473 | Filing for Clarence W. Nelson NatixisLoomis Sayles Growth Fund Class N Shares (LGRNX) trade |
| CNClarence W. NelsonExecutive | DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX)fund | Sell | $1,001 – $15,000 | Apr 6, 2023 | Jul 26, 2024 | 477 | Filing for Clarence W. Nelson DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX) trade |
| CNClarence W. NelsonExecutive | JOHCM International Select Fund Class I Shares (JOHIX)fund | Sell | $1,001 – $15,000 | Apr 6, 2023 | Jul 26, 2024 | 477 | Filing for Clarence W. Nelson JOHCM International Select Fund Class I Shares (JOHIX) trade |
Earl L. "Buddy" CarterR-GAHouse | ABCBAmeris Bancorp | Partial sell | $100,001 – $250,000 | Jul 23, 2024 | Jul 24, 2024 | 1 | Filing for Earl L. "Buddy" Carter ABCB trade |
Earl L. "Buddy" CarterR-GAHouse | ABCBAmeris Bancorp | Partial sell | $100,001 – $250,000 | Jul 19, 2024 | Jul 24, 2024 | 5 | Filing for Earl L. "Buddy" Carter ABCB trade |
Earl L. "Buddy" CarterR-GAHouse | ABCBAmeris Bancorp | Partial sell | $100,001 – $250,000 | Jul 19, 2024 | Jul 24, 2024 | 5 | Filing for Earl L. "Buddy" Carter ABCB trade |
Earl L. "Buddy" CarterR-GAHouse | ABCBAmeris Bancorp | Partial sell | $100,001 – $250,000 | Jul 18, 2024 | Jul 24, 2024 | 6 | Filing for Earl L. "Buddy" Carter ABCB trade |
| SDStacey DixonExecutive | American Funds Multi-Sector Income Fund Class F2 Shares (MIAYX)fund | Sell | $1,001 – $15,000 | Dec 11, 2023 | Jul 24, 2024 | 226 | Filing for Stacey Dixon American Funds Multi-Sector Income Fund Class F2 Shares (MIAYX) trade |
| SDStacey DixonExecutive | American Funds Strategic Bond Fund Class F2 Shares (ANBFX)fund | Sell | $1,001 – $15,000 | Dec 11, 2023 | Jul 24, 2024 | 226 | Filing for Stacey Dixon American Funds Strategic Bond Fund Class F2 Shares (ANBFX) trade |