|
SPY
SPDR S&P 500 ETF Trust
|
Buy |
$50K – $100K |
Self |
Jun 16, 2026 |
7d late filing ↗ |
|
SPY
SPDR S&P 500 ETF Trust
|
Buy |
$500K – $1M |
Self |
Jun 16, 2026 |
7d late filing ↗ |
|
HUM
Humana, Inc.
|
Sell |
$15K – $50K |
Self |
Dec 24, 2025 |
20d late filing ↗ |
|
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
|
Sell |
$100K – $250K |
Self |
Dec 9, 2025 |
35d late filing ↗ |
|
VIG
Vanguard Dividend Appreciation Index Fund ETF Class Shares
|
Sell |
$250K – $500K |
Self |
Dec 9, 2025 |
35d late filing ↗ |
|
VONG
Vanguard Russell 1000 Growth Index Fund ETF Shares
|
Sell |
$250K – $500K |
Self |
Dec 9, 2025 |
35d late filing ↗ |
|
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
|
Sell |
$100K – $250K |
Self |
Dec 9, 2025 |
35d late filing ↗ |
|
VIG
Vanguard Dividend Appreciation Index Fund ETF Class Shares
|
Sell |
$250K – $500K |
Self |
Dec 9, 2025 |
35d late filing ↗ |
|
VONG
Vanguard Russell 1000 Growth Index Fund ETF Shares
|
Sell |
$250K – $500K |
Self |
Dec 9, 2025 |
35d late filing ↗ |
|
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
|
Sell |
$100K – $250K |
Self |
Dec 9, 2025 |
35d late filing ↗ |
|
VIG
Vanguard Dividend Appreciation Index Fund ETF Class Shares
|
Sell |
$250K – $500K |
Self |
Dec 9, 2025 |
35d late filing ↗ |
|
VONG
Vanguard Russell 1000 Growth Index Fund ETF Shares
|
Sell |
$250K – $500K |
Self |
Dec 9, 2025 |
35d late filing ↗ |
|
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
|
Sell |
$100K – $250K |
Self |
Dec 9, 2025 |
35d late filing ↗ |
|
VIG
Vanguard Dividend Appreciation Index Fund ETF Class Shares
|
Sell |
$250K – $500K |
Self |
Dec 9, 2025 |
35d late filing ↗ |
|
VONG
Vanguard Russell 1000 Growth Index Fund ETF Shares
|
Sell |
$250K – $500K |
Self |
Dec 9, 2025 |
35d late filing ↗ |
|
SPY
SPDR S&P 500 ETF Trust
|
Sell |
$100K – $250K |
Self |
Dec 4, 2025 |
40d late filing ↗ |
|
TRV
The Travelers Companies, Inc.
|
Sell |
$1K – $15K |
Self |
Aug 7, 2025 |
81d late filing ↗ |
|
PULS
PGIM Ultra Short Bond ETF
|
Buy |
$500K – $1M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
NVHAX
Nuveen Short Duration Hi Yld Muni Bd A
|
Buy |
$1M – $5M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
JAAA
Janus Henderson AAA CLO ETF Janus Henderson AAA CLO ETF
|
Buy |
$1M – $5M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
|
Buy |
$500K – $1M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
VTEB
Vanguard Tax-Exempt Bond Index Fund ETF Shares
|
Buy |
$5M – $25M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
FALN
iShares Fallen Angels USD Bond ETF
|
Buy |
$1M – $5M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
BGHAX
BrandywineGLOBAL - HIGH YIELD FUND Class A
|
Buy |
$1M – $5M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
FNJQX
Franklin NJ Tax Free Income A
|
Buy |
$1M – $5M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
NNJAX
Nuveen NJ Municipal Bond A
|
Buy |
$1M – $5M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
PONAX
PIMCO Income Fund Class A Shares
|
Buy |
$1M – $5M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
ONJAX
Invesco New Jersey Municipal A
|
Buy |
$5M – $25M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
SSTHX
Allspring Short-Term Hi Inc A
|
Buy |
$500K – $1M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
PULS
PGIM Ultra Short Bond ETF
|
Buy |
$500K – $1M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
NVHAX
Nuveen Short Duration Hi Yld Muni Bd A
|
Buy |
$1M – $5M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
JAAA
Janus Henderson AAA CLO ETF
|
Buy |
$1M – $5M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
|
Buy |
$500K – $1M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
VTEB
anguard Tax-Exempt Bond Index Fund ETF Shares
|
Buy |
$5M – $25M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
FALN
iShares Fallen Angels USD Bond ETF
|
Buy |
$1M – $5M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
BGHAX
BrandywineGLOBAL - HIGH YIELD FUND Class A
|
Buy |
$1M – $5M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
FNJQX
Franklin NJ Tax Free Income A
|
Buy |
$5M – $25M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
NNJAX
Nuveen NJ Municipal Bond A
|
Buy |
$1M – $5M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
PONAX
PIMCO Income Fund Class A Shares
|
Buy |
$1M – $5M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
ONJAX
Invesco New Jersey Municipal A
|
Buy |
$5M – $25M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
SSTHX
Allspring Short-Term Hi Inc A
|
Buy |
$500K – $1M |
Self |
Aug 4, 2025 |
84d late filing ↗ |
|
FISV
Fiserv, Inc.
|
Sell |
$15K – $50K |
Self |
Aug 1, 2025 |
87d late filing ↗ |
|
PULS
PGIM Ultra Short Bond ETF
|
Buy |
$1M – $5M |
Self |
Jul 25, 2025 |
94d late filing ↗ |
|
NVHAX
Nuveen Short Duration Hi Yld Muni Bd A
|
Buy |
$5M – $25M |
Self |
Jul 25, 2025 |
94d late filing ↗ |
|
JAAA
Janus Henderson AAA CLO ETF Janus Henderson AAA CLO ETF
|
Buy |
$1M – $5M |
Self |
Jul 25, 2025 |
94d late filing ↗ |
|
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
|
Buy |
$1M – $5M |
Self |
Jul 25, 2025 |
94d late filing ↗ |
|
VTEB
Vanguard Tax-Exempt Bond Index Fund ETF Shares
|
Buy |
$5M – $25M |
Self |
Jul 25, 2025 |
94d late filing ↗ |
|
FALN
iShares Fallen Angels USD Bond ETF
|
Buy |
$1M – $5M |
Self |
Jul 25, 2025 |
94d late filing ↗ |
|
BGHAX
BrandywineGLOBAL High Yield A
|
Buy |
$1M – $5M |
Self |
Jul 25, 2025 |
94d late filing ↗ |
|
FNJQX
Franklin NJ Tax Free Income A
|
Buy |
$5M – $25M |
Self |
Jul 25, 2025 |
94d late filing ↗ |
|
NNJAX
Nuveen NJ Municipal Bond A
|
Buy |
$5M – $25M |
Self |
Jul 25, 2025 |
94d late filing ↗ |
|
PONAX
PIMCO Income Fund Class A Shares
|
Buy |
$1M – $5M |
Self |
Jul 25, 2025 |
94d late filing ↗ |
|
ONJAX
Invesco New Jersey Municipal A
|
Buy |
$5M – $25M |
Self |
Jul 25, 2025 |
94d late filing ↗ |
|
SSTHX
Allspring Short-Term Hi Inc A
|
Buy |
$1M – $5M |
Self |
Jul 25, 2025 |
94d late filing ↗ |
|
PULS
PGIM Ultra Short Bond ETF
|
Buy |
$1M – $5M |
Self |
Jul 7, 2025 |
112d late filing ↗ |
|
NVHAX
Nuveen Short Duration Hi Yld Muni Bd A
|
Buy |
$5M – $25M |
Self |
Jul 7, 2025 |
112d late filing ↗ |
|
JAAA
Janus Henderson AAA CLO ETF Janus Henderson AAA CLO ETF
|
Buy |
$1M – $5M |
Self |
Jul 7, 2025 |
112d late filing ↗ |
|
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
|
Buy |
$1M – $5M |
Self |
Jul 7, 2025 |
112d late filing ↗ |
|
VTEB
Vanguard Tax-Exempt Bond Index Fund ETF Shares
|
Buy |
$25M – $50M |
Self |
Jul 7, 2025 |
112d late filing ↗ |
|
FALN
iShares Fallen Angels USD Bond ETF
|
Buy |
$1M – $5M |
Self |
Jul 7, 2025 |
112d late filing ↗ |
|
BGHAX
BrandywineGLOBAL High Yield A
|
Buy |
$1M – $5M |
Self |
Jul 7, 2025 |
112d late filing ↗ |
|
FNJQX
Franklin NJ Tax Free Income A
|
Buy |
$25M – $50M |
Self |
Jul 7, 2025 |
112d late filing ↗ |
|
NNJAX
Nuveen NJ Municipal Bond A
|
Buy |
$5M – $25M |
Self |
Jul 7, 2025 |
112d late filing ↗ |
|
PONAX
PIMCO Income Fund Class A Shares
|
Buy |
$5M – $25M |
Self |
Jul 7, 2025 |
112d late filing ↗ |
|
ONJAX
Invesco New Jersey Municipal A
|
Buy |
$25M – $50M |
Self |
Jul 7, 2025 |
112d late filing ↗ |
|
SSTHX
Allspring Short-Term Hi Inc A
|
Buy |
$1M – $5M |
Self |
Jul 7, 2025 |
112d late filing ↗ |
|
Fiserv
|
Sell |
$5M – $25M |
Self |
Jul 1, 2025 |
filing ↗ |
|
Fiserv
|
Sell |
$1M – $5M |
Self |
Jun 30, 2025 |
filing ↗ |
|
Fiserv
|
Sell |
$25M – $50M |
Self |
Jun 27, 2025 |
filing ↗ |
|
Fiserv
|
Sell |
$5M – $25M |
Self |
Jun 26, 2025 |
filing ↗ |
|
Fiserv
|
Sell |
$25M – $50M |
Self |
Jun 24, 2025 |
filing ↗ |
|
Fiserv
|
Sell |
$25M – $50M |
Self |
Jun 23, 2025 |
filing ↗ |
|
PULS
PGIM Ultra Short Bond ETF
|
Buy |
$1M – $5M |
Self |
Jun 23, 2025 |
126d late filing ↗ |
|
NVHAX
Nuveen Short Duration Hi Yld Muni Bd A
|
Buy |
$5M – $25M |
Self |
Jun 23, 2025 |
126d late filing ↗ |
|
JAAA
Janus Henderson AAA CLO ETF Janus Henderson AAA CLO ETF
|
Buy |
$1M – $5M |
Self |
Jun 23, 2025 |
126d late filing ↗ |
|
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
|
Buy |
$1M – $5M |
Self |
Jun 23, 2025 |
126d late filing ↗ |
|
VTEB
Vanguard Tax-Exempt Bond Index Fund ETF Shares
|
Buy |
$25M – $50M |
Self |
Jun 23, 2025 |
126d late filing ↗ |
|
FALN
iShares Fallen Angels USD Bond ETF
|
Buy |
$1M – $5M |
Self |
Jun 23, 2025 |
126d late filing ↗ |
|
BGHAX
BrandywineGLOBAL High Yield A
|
Buy |
$1M – $5M |
Self |
Jun 23, 2025 |
126d late filing ↗ |
|
FNJQX
Franklin NJ Tax Free Income A
|
Buy |
$25M – $50M |
Self |
Jun 23, 2025 |
126d late filing ↗ |
|
NNJAX
Nuveen NJ Municipal Bond A
|
Buy |
$5M – $25M |
Self |
Jun 23, 2025 |
126d late filing ↗ |
|
PONAX
PIMCO Income Fund Class A Shares
|
Buy |
$5M – $25M |
Self |
Jun 23, 2025 |
126d late filing ↗ |
|
ONJAX
Invesco New Jersey Municipal A
|
Buy |
$25M – $50M |
Self |
Jun 23, 2025 |
126d late filing ↗ |
|
SSTHX
Allspring Short-Term Hi Inc A
|
Buy |
$1M – $5M |
Self |
Jun 23, 2025 |
126d late filing ↗ |
|
Fiserv
|
Sell |
$250K – $500K |
Self |
Jun 20, 2025 |
filing ↗ |
|
SHY
iShares 1-3 Year Treasury Bond ETF
|
Buy |
$100K – $250K |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
USHY
iShares Broad USD High Yield Corporate Bond ETF
|
Buy |
$15K – $50K |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
VTEB
Vanguard Tax-Exempt Bond Index Fund ETF Shares
|
Buy |
$50K – $100K |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
MUB
iShares National Muni Bond ETF
|
Buy |
$50K – $100K |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
VIG
Vanguard Dividend Appreciation Index Fund ETF Class Shares
|
Buy |
Over $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
VONG
Vanguard Russell 1000 Growth Index Fund ETF Shares
|
Buy |
Over $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
|
Buy |
$500K – $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
|
Buy |
$250K – $500K |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
VONG
Vanguard Russell 1000 Growth Index Fund ETF Shares
|
Buy |
$500K – $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
VIG
Vanguard Dividend Appreciation Index Fund ETF Class Shares
|
Buy |
$500K – $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
|
Buy |
$500K – $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
|
Buy |
$1K – $15K |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
VIG
Vanguard Dividend Appreciation Index Fund ETF Class Shares
|
Buy |
Over $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
VONG
Vanguard Russell 1000 Growth Index Fund ETF Shares
|
Buy |
Over $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
USHY
iShares Broad USD High Yield Corporate Bond ETF
|
Buy |
$250K – $500K |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
SHY
iShares 1-3 Year Treasury Bond ETF
|
Buy |
Over $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
MUB
iShares National Muni Bond ETF
|
Buy |
Over $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
VTEB
Vanguard Tax-Exempt Bond Index Fund ETF Shares
|
Buy |
Over $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
SHY
iShares 1-3 Year Treasury Bond ETF
|
Buy |
Over $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
USHY
iShares Broad USD High Yield Corporate Bond ETF
|
Buy |
$250K – $500K |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
VTEB
Vanguard Tax-Exempt Bond Index Fund ETF Shares
|
Buy |
Over $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
MUB
iShares National Muni Bond ETF
|
Buy |
Over $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
VTEB
Vanguard Tax-Exempt Bond Index Fund ETF Shares
|
Buy |
Over $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
SHY
iShares 1-3 Year Treasury Bond ETF
|
Buy |
Over $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
USHY
iShares Broad USD High Yield Corporate Bond ETF
|
Buy |
$250K – $500K |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
MUB
iShares National Muni Bond ETF
|
Buy |
Over $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
|
Buy |
Over $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
VIG
Vanguard Dividend Appreciation Index Fund ETF Class Shares
|
Buy |
Over $1M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
VONG
Vanguard Russell 1000 Growth Index Fund ETF Shares
|
Buy |
$5M – $25M |
Self |
Jun 18, 2025 |
131d late filing ↗ |
|
Fiserv
|
Sell |
$5M – $25M |
Self |
Jun 17, 2025 |
filing ↗ |
|
Fiserv
|
Sell |
$5M – $25M |
Self |
Jun 16, 2025 |
filing ↗ |
|
Fiserv
|
Sell |
$250K – $500K |
Self |
Jun 10, 2025 |
filing ↗ |
|
Fiserv
|
Sell |
$25M – $50M |
Self |
Jun 9, 2025 |
filing ↗ |
|
Fiserv Option contract sale
|
Sell |
$500K – $1M |
Self |
Jun 6, 2025 |
filing ↗ |
|
Fiserv
|
Sell |
$25M – $50M |
Self |
Jun 6, 2025 |
filing ↗ |
|
Fiserv
|
Sell |
$5M – $25M |
Self |
Jun 5, 2025 |
filing ↗ |
|
Fiserv
|
Sell |
$25M – $50M |
Self |
Jun 4, 2025 |
filing ↗ |
|
Fiserv
|
Sell |
$25M – $50M |
Self |
May 30, 2025 |
filing ↗ |
|
Fiserv
|
Sell |
$5M – $25M |
Self |
May 29, 2025 |
1d late filing ↗ |
|
Fiserv
|
Sell |
$1M – $5M |
Self |
May 27, 2025 |
3d late filing ↗ |
|
Fiserv
|
Sell |
$5M – $25M |
Self |
May 20, 2025 |
10d late filing ↗ |
|
Fiserv Option contract sale
|
Sell |
$1M – $5M |
Self |
May 19, 2025 |
11d late filing ↗ |
|
Fiserv
|
Sell |
$25M – $50M |
Self |
May 19, 2025 |
11d late filing ↗ |
|
Fiserv
|
Sell |
$5M – $25M |
Self |
May 16, 2025 |
14d late filing ↗ |