All published trades

48,554 rows · page 481 of 486
Member AssetType AmountOwner Traded Disclosed
Derek T Kan EXEC Genapsys Common Shares Sell $15K – $50K — May 18, 2020 filing ↗
Mitchell M Zais EXEC GETGX Victory Sycamore Established Value Fund Class R Shares Buy $1K – $15K Self May 18, 2020 160d late filing ↗
Mitchell M Zais EXEC VGIAX Vanguard Growth & Income Fund Admiral Shares Buy $1K – $15K Self May 18, 2020 160d late filing ↗
Mitchell M Zais EXEC UIINX USAA Income Fund Institutional Shares Buy $1K – $15K Self May 18, 2020 160d late filing ↗
Mitchell M Zais EXEC UMAFX USAA Managed Allocation Fund Buy $1K – $15K Self May 18, 2020 160d late filing ↗
Mitchell M Zais EXEC HLMIX Harding Loevner International Equity Portfolio Buy $1K – $15K Self May 18, 2020 160d late filing ↗
Mitchell M Zais EXEC GICIX Goldman Sachs International Small Cap Insights Fund Buy $1K – $15K Self May 18, 2020 160d late filing ↗
Mitchell M Zais EXEC BCOIX Baird Core Plus Bond Fund Buy $1K – $15K Self May 18, 2020 160d late filing ↗
Stephen Dickson EXEC VLUE iShares Edge MSCI USA Value Factor ETF Buy $50K – $100K — May 14, 2020 filing ↗
Stephen Dickson EXEC REIFX World REMS International Real Estate Sell $50K – $100K — May 14, 2020 filing ↗
Mitchell M Zais EXEC BA Boeing co com Sell $1K – $15K Self May 14, 2020 164d late filing ↗
Mitchell M Zais EXEC AAPL Apple INC Com Sell $1K – $15K Self May 14, 2020 164d late filing ↗
Mitchell M Zais EXEC T AT&T INC COM USD1 Buy $1K – $15K Self May 14, 2020 164d late filing ↗
Mitchell M Zais EXEC AAPL Apple, Inc. Sell $1K – $15K Self May 12, 2020 166d late filing ↗
Mitchell M Zais EXEC T AT&T INC COM USD1 Buy $1K – $15K Self May 12, 2020 166d late filing ↗
Mark T Esper EXEC Residential Real Estate in Davis, WV Sell $100K – $250K — May 7, 2020 filing ↗
Mitchell M Zais EXEC ABEYX American Beacon International Equity Fund Class Y Buy $1K – $15K Self May 6, 2020 172d late filing ↗
Mitchell M Zais EXEC VEVRX Victory Sycamore Established Value Fund Class R6 Shares Buy $1K – $15K Self May 6, 2020 172d late filing ↗
Mitchell M Zais EXEC VGIAX Vanguard Growth and Income Fund Admiral Shares Buy $1K – $15K Self May 6, 2020 172d late filing ↗
Mitchell M Zais EXEC UIINX USAA Income Fund Institutional Shares Buy $1K – $15K Self May 6, 2020 172d late filing ↗
Mitchell M Zais EXEC UMAFX USAA Managed Allocation Fund Buy $1K – $15K Self May 6, 2020 172d late filing ↗
Mitchell M Zais EXEC HLMIX Harding Loevner International Equity Portfolio Buy $1K – $15K Self May 6, 2020 172d late filing ↗
Mitchell M Zais EXEC GICIX Goldman Sachs International Small Cap Insights Fund Buy $1K – $15K Self May 6, 2020 172d late filing ↗
Mitchell M Zais EXEC BCOIX Baird Core Plus Bond Buy $1K – $15K Self May 6, 2020 172d late filing ↗
Mitchell M Zais EXEC AHLIX American Beacon AHL Managed Futures Strategy F Buy $1K – $15K Self May 6, 2020 172d late filing ↗
Stephen Dickson EXEC USMV iShares Edge MSCI Min Vol USA ETF Buy $15K – $50K — May 4, 2020 filing ↗
Stephen Dickson EXEC VLUE iShares Edge MSCI USA Value Factor ETF Buy $15K – $50K — May 4, 2020 filing ↗
Jeffrey A Rosen EXEC AB Large Cap Growth Adv Sell $15K – $50K — Apr 30, 2020 filing ↗
Mitchell M Zais EXEC GICUX Goldman Sachs International Small Cap Insights Fund Class R6 Shares Sell $1K – $15K Self Apr 24, 2020 184d late filing ↗
Mitchell M Zais EXEC ABEYX American Beacon International Equity Fund Class Y Shares Sell $1K – $15K Self Apr 24, 2020 184d late filing ↗
Mitchell M Zais EXEC UIINX USAA Income Fund Institutional Class Shares Buy $1K – $15K Self Apr 24, 2020 184d late filing ↗
Mitchell M Zais EXEC UISBX USAA Short-Term Bond Fund Institutional Class Shares Buy $1K – $15K Self Apr 24, 2020 184d late filing ↗
Mitchell M Zais EXEC BCOIX Baird Core Plus Bond Fund Institutional Class Shares Buy $1K – $15K Self Apr 24, 2020 184d late filing ↗
Mitchell M Zais EXEC AHLIX American Beacon AHL Managed Futures Strategy Fund Class R5 Shares Buy $1K – $15K Self Apr 24, 2020 184d late filing ↗
Mitchell M Zais EXEC QSPRX AQR Style Premia Alternative Fund Class R6 Shares Buy $1K – $15K Self Apr 24, 2020 184d late filing ↗
Eugene Scalia EXEC CRSOX CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CL I Buy $1K – $15K — Apr 22, 2020 filing ↗
Jeffrey A Rosen EXEC Bernstein Diversified Municipal Portfolio Sell $1K – $15K — Apr 22, 2020 filing ↗
Eugene Scalia EXEC DODFX DODGE & COX FDS INTL STK FD Sell $15K – $50K — Apr 21, 2020 filing ↗
Eugene Scalia EXEC DODGX DODGE & COX STK FD Sell $15K – $50K — Apr 21, 2020 filing ↗
Eugene Scalia EXEC MEIIX MFS SER TR I VALUE FD CL I Buy $15K – $50K — Apr 21, 2020 filing ↗
Eugene Scalia EXEC DODFX DODGE & COX FDS INTL STK FD Sell $100K – $250K — Apr 21, 2020 filing ↗
Eugene Scalia EXEC DODIX DODGE & COX INCOME F Sell $15K – $50K — Apr 21, 2020 filing ↗
Eugene Scalia EXEC DODGX DODGE & COX STK FD Sell $100K – $250K — Apr 21, 2020 filing ↗
Eugene Scalia EXEC CRSOX CREDIT SUISSE COMMODITY Buy $50K – $100K — Apr 21, 2020 filing ↗
Eugene Scalia EXEC TMCPX TOUCHSTONE FDS GROUP MID CAP FUND INSTITUTIONAL CLASS Buy $15K – $50K — Apr 20, 2020 filing ↗
Eugene Scalia EXEC TROSX T ROWE PRICE INTL FD OVERSEAS STK FD Buy $15K – $50K — Apr 20, 2020 filing ↗
Eugene Scalia EXEC PCBIX PRINCIPAL FDS INC MIDCAP FUND INSTL CLASS Sell $15K – $50K — Apr 20, 2020 filing ↗
Eugene Scalia EXEC MEIIX MFS SER TR I VALUE FD CL I Buy $15K – $50K — Apr 20, 2020 filing ↗
Eugene Scalia EXEC CRIAX CRM SMALL/MID CAP VALUE FUND CLASS INST Sell $15K – $50K — Apr 20, 2020 filing ↗
Eugene Scalia EXEC TMCPX TOUCHSTONE FDS GROUP MID CAP FUND INSTITUTIONAL CLASS Buy $100K – $250K — Apr 20, 2020 filing ↗
Eugene Scalia EXEC TRBCX T ROWE PRICE BLUE CH GROWTH FUND Sell $15K – $50K — Apr 20, 2020 filing ↗
Eugene Scalia EXEC PRWBX T ROWE PRICE SHORT T BD FD INC Sell $15K – $50K — Apr 20, 2020 filing ↗
Eugene Scalia EXEC TROSX T ROWE PRICE INTL FD Buy $100K – $250K — Apr 20, 2020 filing ↗
Eugene Scalia EXEC PCBIX PRINCIPAL FDS INC MIDCAP FUND INSTL CLASS Sell $50K – $100K — Apr 20, 2020 filing ↗
Eugene Scalia EXEC MEIIX MFS SER TR I VALUE FD CL I Buy $100K – $250K — Apr 20, 2020 filing ↗
Eugene Scalia EXEC ODVYX INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y Sell $15K – $50K — Apr 20, 2020 filing ↗
Eugene Scalia EXEC GTEYX GATEWAY FUND GATEWAY FUND CL Y Sell $1K – $15K — Apr 20, 2020 filing ↗
Eugene Scalia EXEC CRIAX CRM SMALL/MID CAP VALUE FUND CLASS INST Sell $50K – $100K — Apr 20, 2020 filing ↗
Justin Muzinich EXEC Senator Global Opportunity Fund Sell $250K – $500K — Apr 17, 2020 filing ↗
Stephen Dickson EXEC VLUE iShares Edge MSCI USA Value Factor ETF Buy $50K – $100K — Apr 16, 2020 filing ↗
Stephen Dickson EXEC VT Vanguard Total World Stock Index Fund ETF Class Shares Sell $50K – $100K — Apr 16, 2020 filing ↗
Stephen Dickson EXEC DFLVX DFA US Large Cap Value Sell $100K – $250K — Apr 16, 2020 filing ↗
Stephen Dickson EXEC VLUE iShares Edge MSCI USA Value Factor ETF Buy $100K – $250K — Apr 16, 2020 filing ↗
Stephen Dickson EXEC VLUE iShares Edge MSCI USA Value Factor ETF Buy $15K – $50K — Apr 16, 2020 filing ↗
Stephen Dickson EXEC VIG Vanguard Dividend Appreciation Index Fund ETF Class Shares Buy $100K – $250K — Apr 16, 2020 filing ↗
Stephen Dickson EXEC VXUS Vanguard Total International Stock Index Fund ETF Shares Buy $100K – $250K — Apr 16, 2020 filing ↗
Stephen Dickson EXEC IWF iShares Russell 1000 Growth ETF Buy $250K – $500K — Apr 16, 2020 filing ↗
Stephen Dickson EXEC POGRX PRIMECAP Odyssey Growth Fund Sell $250K – $500K — Apr 16, 2020 filing ↗
Stephen Dickson EXEC VDIGX Vanguard Dividend Growth Fund Investor Shares Sell $500K – $1M — Apr 16, 2020 filing ↗
Stephen Dickson EXEC VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares Buy $500K – $1M — Apr 16, 2020 filing ↗
Stephen Dickson EXEC VXUS Vanguard Total International Stock Index Fund ETF Shares Buy $250K – $500K — Apr 16, 2020 filing ↗
Stephen Dickson EXEC VT Vanguard Total World Stock Index Fund ETF Class Shares Sell $250K – $500K — Apr 16, 2020 filing ↗
Stephen Dickson EXEC REIFX REMS International Real Estate Value- Opportunity Fund Institutional Class Shares Sell $50K – $100K — Apr 16, 2020 filing ↗
Stephen Dickson EXEC EVGIX EvermoreGlobal Value Fund Institutional Class Shares Sell $15K – $50K — Apr 16, 2020 filing ↗
Stephen Dickson EXEC VIG Vanguard Dividend Appreciation Index Fund ETF Class Shares Buy $15K – $50K — Apr 16, 2020 filing ↗
Stephen Dickson EXEC VBTLX Vanguard Total Bond Market Index Fund Admiral Shares Buy $1K – $15K — Apr 16, 2020 filing ↗
Stephen Dickson EXEC DFLVX DFA US Large Cap Value Sell $15K – $50K — Apr 16, 2020 filing ↗
Stephen Dickson EXEC VLUE iShares Edge MSCI USA Value Factor ETF Buy $15K – $50K — Apr 16, 2020 filing ↗
Ellen McCausland Lord EXEC NML Neuberger Berman MLP and Energy Income Fund Inc Sell $50K – $100K — Apr 14, 2020 filing ↗
Ellen McCausland Lord EXEC AQMIX AQR Managed Futures Strategy Fund Class I Shares Buy $1K – $15K — Apr 14, 2020 filing ↗
Ellen McCausland Lord EXEC IJH iShares Core S&P Mid-Cap ETF Buy $1K – $15K — Apr 14, 2020 filing ↗
Ellen McCausland Lord EXEC IJK iShares S&P Mid-Cap 400 Growth ETF Buy $15K – $50K — Apr 14, 2020 filing ↗
Ellen McCausland Lord EXEC EXG Eaton VanceTax-ManagedGlobal Diversified Equity Income Fund Buy $15K – $50K — Apr 14, 2020 filing ↗
Ellen McCausland Lord EXEC HFEIX Janus Henderson European Focus Fund Class I Shares Buy $15K – $50K — Apr 14, 2020 filing ↗
Ellen McCausland Lord EXEC TPYP TortoiseNorth American Pipeline Fund Buy $15K – $50K — Apr 14, 2020 filing ↗
Ellen McCausland Lord EXEC RSP Invesco S&P 500 Equal Weight ETF Buy $15K – $50K — Apr 14, 2020 filing ↗
Ellen McCausland Lord EXEC VWO VanguardEmerging Markets Stock Index Fund ETF Shares Buy $15K – $50K — Apr 14, 2020 filing ↗
Ellen McCausland Lord EXEC MSEQX Morgan Stanley Institutional Fund Trust Growth Portfolio Class I Shares Buy $50K – $100K — Apr 14, 2020 filing ↗
Ellen McCausland Lord EXEC ABYIX Abbey Capital Futures Strategy Fund Class I Shares Buy $15K – $50K — Apr 14, 2020 filing ↗
Ellen McCausland Lord EXEC PIFZX PGIM Short-Term Corporate Bond Fund Class Z Shares Buy $50K – $100K — Apr 14, 2020 filing ↗
Ellen McCausland Lord EXEC LYRIX Lyrical US Value Equity Fund Institutional Class Shares Buy $50K – $100K — Apr 14, 2020 filing ↗
Ellen McCausland Lord EXEC IJR iShares Core S&P Small-Cap ETF Buy $50K – $100K — Apr 14, 2020 filing ↗
Michelle White Bowman EXEC Vanguard Target Retirement Fund 2035 VTTHX Sell $1K – $15K — Apr 14, 2020 filing ↗
Eugene Scalia EXEC FTIXX GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL Sell $1K – $15K — Apr 9, 2020 filing ↗
Stephen Dickson EXEC SEMMX Semper MBS Total Return Fund Institutional Class Shares Sell $250K – $500K — Apr 9, 2020 filing ↗
Justin Muzinich EXEC Anchor Bolt Fund, LP Sell $250K – $500K — Apr 3, 2020 filing ↗
Stephen Dickson EXEC OEF iShares S&P 100 ETF Buy $250K – $500K — Apr 3, 2020 filing ↗
Mitchell M Zais EXEC IEFA iShares Core MSCI EAFE ETF Sell $1K – $15K Self Apr 3, 2020 205d late filing ↗
Mitchell M Zais EXEC EMB iSharesJPMorgan USDEmerging Markets Bond ETF Buy $1K – $15K Self Apr 3, 2020 205d late filing ↗
Eugene Scalia EXEC VNQ Vanguard REIT ETF Sell $15K – $50K — Apr 2, 2020 filing ↗