|
Jeffrey A Rosen
EXEC
|
Morgan Stanley Institutional Fund Trust Growth Portfolio
|
Buy |
$50K – $100K |
— |
Jun 19, 2020 |
filing ↗ |
|
Jeffrey A Rosen
EXEC
|
Principal MidCap Fund
|
Buy |
$15K – $50K |
— |
Jun 19, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
IVV
iShares Core S&P 500 ETF
|
Buy |
$1K – $15K |
— |
Jun 19, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
LENDX
Stone Ridge Tr V Alt Lendg Prem
|
Sell |
$15K – $50K |
— |
Jun 12, 2020 |
filing ↗ |
|
Barbara M Barrett
EXEC
|
JETS
ETF JETS
|
Buy |
$15K – $50K |
Self |
Jun 8, 2020 |
77d late filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHH
Schwab US REIT ETF
|
Buy |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SLYG
SPDR S&P 600 Small Cap Growth ETF
|
Sell |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
IEI
iShares 3-7 Year Treasury Bond ETF
|
Buy |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
TECB
iShares US Tech Breakthrough Multisector ETF
|
Buy |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
KOMP
SPDR S&P Kensho New Economies Composite ETF
|
Buy |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SLYV
SPDR S&P 600 Small Cap Value ETF
|
Sell |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
MDYG
SPDR S&P 400 Mid Cap Growth ETF
|
Sell |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHE
SchwabEmerging Markets Equity ETF
|
Buy |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
MDYV
SPDR S&P 400 Mid Cap Value ETF
|
Sell |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHV
Schwab US Large-Cap Value ETF
|
Buy |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHG
Schwab US Large-Cap Growth ETF
|
Buy |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHF
Schwab International Equity ETF
|
Sell |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
PDBZX
PGIM Total Return Bond Fund Class Z Shares
|
Sell |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHH
Schwab US REIT ETF
|
Buy |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SLYG
SPDR S&P 600 Small Cap Growth ETF
|
Sell |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
IEI
iShares 3-7 Year Treasury Bond ETF
|
Buy |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
TECB
iShares US Tech Breakthrough Multisector ETF
|
Buy |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
KOMP
SPDR S&P Kensho New Economies Composite ETF
|
Buy |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SLYV
SPDR S&P 600 Small Cap Value ETF
|
Sell |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
MDYG
SPDR S&P 400 Mid Cap Growth ETF
|
Sell |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHE
SchwabEmerging Markets Equity ETF
|
Buy |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
MDYV
SPDR S&P 400 Mid Cap Value ETF
|
Sell |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHV
Schwab US Large-Cap Value ETF
|
Buy |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHG
Schwab US Large-Cap Growth ETF
|
Buy |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHF
Schwab International Equity ETF
|
Sell |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
PDBZX
PGIM Total Return Bond Fund Class Z Shares
|
Sell |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
MUB
iShares National Muni Bond ETF
|
Buy |
$15K – $50K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHH
Schwab US REIT ETF
|
Sell |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
KOMP
SPDR S&P Kensho New Economies Composite ETF
|
Buy |
$15K – $50K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
TECB
iShares US Tech Breakthrough Multisector ETF
|
Buy |
$15K – $50K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SLYV
SPDR S&P 600 Small Cap Value ETF
|
Sell |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
MDYG
SPDR S&P 400 Mid Cap Growth ETF
|
Sell |
$15K – $50K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHE
SchwabEmerging Markets Equity ETF
|
Buy |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
MDYV
SPDR S&P 400 Mid Cap Value ETF
|
Sell |
$15K – $50K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHG
Schwab US Large-Cap Growth ETF
|
Buy |
$15K – $50K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHV
Schwab US Large-Cap Value ETF
|
Buy |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
SCHF
Schwab International Equity ETF
|
Sell |
$15K – $50K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
TWTIX
American Century Intermediate-Term Tax- Free Bond Fund Investor Class Shares
|
Buy |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
WFITX
Wells Fargo Intermediate Tax/AMT-Free Fund Administrator Class Shares
|
Sell |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Peter T Gaynor
EXEC
|
BCOSX
Baird Core Plus Bond Fund Investor Class Shares
|
Buy |
$1K – $15K |
— |
Jun 4, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
PRIUX
T Rowe Price International Stock Fund Class I Shares
|
Buy |
$1K – $15K |
— |
Jun 3, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
PHYQX
PGIM High Yield Fund Class R6 Shares
|
Buy |
$1K – $15K |
— |
Jun 3, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
BBIEX
Bridge Builder International Equity Fund
|
Buy |
$1K – $15K |
— |
Jun 3, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
MINJX
MFS International Intrinsic Value Fund Class R6 Shares
|
Sell |
$1K – $15K |
— |
Jun 3, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
American Funds Capital World Bond Fund WFBFX
|
Sell |
$1K – $15K |
— |
Jun 3, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
BBGLX
Bridge Builder Large Cap Growth Fund
|
Buy |
$15K – $50K |
— |
Jun 3, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
Dodge & Cox Stock Fund DODGX
|
Sell |
$1K – $15K |
— |
Jun 3, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
DFIVX
DFA International Value Portfolio Institutional Class Shares
|
Sell |
$1K – $15K |
— |
Jun 3, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
John Hancock Funds Disciplined Value Mid Cap Fund JVMRX
|
Sell |
$1K – $15K |
— |
Jun 3, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
AGG
iShares Core US Aggregate Bond
|
Sell |
$100K – $250K |
— |
Jun 2, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
TLT
iShares 20 Plus Year Treasury Bond ETF
|
Sell |
$15K – $50K |
— |
Jun 2, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
TIP
iShares TIPS Bond
|
Sell |
$15K – $50K |
— |
Jun 2, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
IEF
iShares 7-10 Year Treasury Bond ETF
|
Sell |
$15K – $50K |
— |
Jun 2, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
AMLP
Alerian MLP ETF
|
Buy |
$50K – $100K |
— |
Jun 2, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
SPY
SPDR S&P 500 ETF
|
Buy |
$100K – $250K |
— |
Jun 2, 2020 |
filing ↗ |
|
Eugene Scalia
EXEC
|
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF
|
Buy |
$15K – $50K |
— |
Jun 2, 2020 |
filing ↗ |
|
Stephen Dickson
EXEC
|
USMV
iShares Edge MSCI Min Vol USA ETF
|
Sell |
$1K – $15K |
— |
Jun 1, 2020 |
filing ↗ |
|
Stephen Dickson
EXEC
|
VB
Vanguard Small-Cap Index Fund ETF Shares
|
Buy |
$1K – $15K |
— |
Jun 1, 2020 |
filing ↗ |
|
Stephen Dickson
EXEC
|
USMV
iShares Edge MSCI Min Vol USA ETF
|
Sell |
$250K – $500K |
— |
Jun 1, 2020 |
filing ↗ |
|
Stephen Dickson
EXEC
|
VB
Vanguard Small-Cap Index Fund ETF Shares
|
Buy |
$250K – $500K |
— |
Jun 1, 2020 |
filing ↗ |
|
Barbara M Barrett
EXEC
|
Impele Holdings Ltd
|
Buy |
$100K – $250K |
Self |
Jun 1, 2020 |
84d late filing ↗ |
|
Eugene Scalia
EXEC
|
SRRIX
Stone Ridge Tr II Rns Rsk Pr Int
|
Sell |
$1K – $15K |
— |
May 29, 2020 |
filing ↗ |
|
Justin Muzinich
EXEC
|
Anchor Bolt Fund, LP
|
Sell |
$15K – $50K |
— |
May 29, 2020 |
filing ↗ |
|
Benjamin S Carson
EXEC
|
Stone Ridge Reinsurance RP
|
Sell |
$1K – $15K |
— |
May 29, 2020 |
filing ↗ |
|
Benjamin S Carson
EXEC
|
Stone Ridge Reinsurnace RP
|
Sell |
$15K – $50K |
— |
May 29, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
BBVLX
Bridge Builder Large Cap Value Fund
|
Buy |
$15K – $50K |
— |
May 28, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
PRIUX
T Rowe Price International Stock Fund Class I Shares
|
Buy |
$1K – $15K |
— |
May 28, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
PGIM High Yield Fund PHYQX
|
Buy |
$1K – $15K |
— |
May 28, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
BBGLX
Bridge Builder Large Cap Growth Fund
|
Buy |
$1K – $15K |
— |
May 28, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
BBTBX
Bridge Builder Core Bond Fund
|
Sell |
$1K – $15K |
— |
May 28, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
TIDDX
T Rowe Price International Discovery Fund Class I Shares
|
Sell |
$1K – $15K |
— |
May 28, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
Artisan International Value Fund Institutional Class APHKX
|
Sell |
$1K – $15K |
— |
May 28, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
Invesco Comstock Fund ICSFX
|
Sell |
$15K – $50K |
— |
May 28, 2020 |
filing ↗ |
|
Brian D Montgomery
EXEC
|
DEVIX
Delaware Small Cap Value Fund Institutional Class Shares
|
Sell |
$1K – $15K |
— |
May 28, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
IJH
iShares Core S&P Mid-Cap ETF
|
Buy |
$50K – $100K |
— |
May 27, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
IVE
iShares S&P 500 Value ETF
|
Buy |
$100K – $250K |
— |
May 27, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
IVW
iShares S&P 500 Growth ETF
|
Buy |
$100K – $250K |
— |
May 27, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
IVV
iShares Core S&P 500 ETF
|
Buy |
$100K – $250K |
— |
May 27, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
IEMG
iShares Core MSCI Emerging Markets ETF
|
Buy |
$50K – $100K |
— |
May 27, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
IEFA
iShares Core MSCI EAFE ETF
|
Buy |
$100K – $250K |
— |
May 27, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
SCHE
Schwab Emerging Markets Equity ETF
|
Buy |
$50K – $100K |
— |
May 27, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
SCHF
Schwab International Equity ETF
|
Buy |
$500K – $1M |
— |
May 27, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
HEFA
iShares Currency Hedged MSCI EAFE ETF
|
Sell |
$50K – $100K |
— |
May 27, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
IEFA
iShares Core MSCI EAFE ETF
|
Sell |
$500K – $1M |
— |
May 27, 2020 |
filing ↗ |
|
Alex M Azar
EXEC
|
IVV
iShares Core S&P 500 ETF
|
Buy |
$50K – $100K |
— |
May 27, 2020 |
filing ↗ |
|
Mitchell M Zais
EXEC
|
SWGXX
Schwab Government Money Fund Sweep Class Shares
|
Buy |
$1K – $15K |
Self |
May 27, 2020 |
151d late filing ↗ |
|
Michael R Pompeo
EXEC
|
Vanguard Real Estate Index Fund Admiral Shares
|
Sell |
$1K – $15K |
— |
May 19, 2020 |
filing ↗ |
|
Michael R Pompeo
EXEC
|
DFA US Large Cap Value Fund
|
Sell |
$15K – $50K |
— |
May 19, 2020 |
filing ↗ |
|
Michael R Pompeo
EXEC
|
Northern Instl Government Select Money Market Fund
|
Buy |
$1K – $15K |
— |
May 19, 2020 |
filing ↗ |
|
Michael R Pompeo
EXEC
|
Cohen & Steers Realty Shares Instl Class
|
Buy |
$1K – $15K |
— |
May 19, 2020 |
filing ↗ |
|
Michael R Pompeo
EXEC
|
JP Morgan Equity Income Fund
|
Buy |
$15K – $50K |
— |
May 19, 2020 |
filing ↗ |
|
David L Norquist
EXEC
|
SPAXX
Fidelity Govt Money Market
|
Buy |
$50K – $100K |
— |
May 18, 2020 |
filing ↗ |
|
David L Norquist
EXEC
|
FFNOX
Fidelity Four-in-One Index Fund
|
Sell |
$50K – $100K |
— |
May 18, 2020 |
filing ↗ |
|
David L Norquist
EXEC
|
529 - 2024 Portfolio
|
Sell |
$15K – $50K |
— |
May 18, 2020 |
filing ↗ |
|
David L Norquist
EXEC
|
529 - 2027 Portfolio
|
Sell |
$15K – $50K |
— |
May 18, 2020 |
filing ↗ |