Mitchell M Zais — Dec. 11, 2020

Disclosure Details

Politician: Mitchell M Zais
Disclosure document
Year: 2020
Filing Date: Dec. 11, 2020
Branch: executive

Periodic Transaction Report

Asset Ticker Category Type Transaction Date Amount
USAA Income Fund Institutional Class Shares (UIINX) UIINX FUND Purchase Sept. 15, 2020 $1,001 - $15,000
Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) BCOIX FUND Purchase Sept. 15, 2020 $1,001 - $15,000
Vanguard Growth & Income Fund Admiral Shares (VGIAX) VGIAX FUND Purchase Sept. 15, 2020 $1,001 - $15,000
American Beacon International Equity Fund Class Y Shares (ABEYX) ABEYX FUND Purchase Sept. 15, 2020 $1,001 - $15,000
AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) QSERX FUND Purchase Sept. 15, 2020 $1,001 - $15,000
USAA Short-Term Bond Fund Institutional Class Shares (UISBX) UISBX FUND Purchase Sept. 15, 2020 $1,001 - $15,000
Harding Loevner International Equity Portfolio Institutional Class Z Shares (HLIZX) HLIZX FUND Purchase Sept. 14, 2020 $1,001 - $15,000
AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) QSPRX FUND Purchase Sept. 14, 2020 $1,001 - $15,000
American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) AHLIX FUND Purchase Sept. 14, 2020 $1,001 - $15,000
Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) VEVRX FUND Purchase Sept. 14, 2020 $1,001 - $15,000
USAA Managed Allocation Fund (UMAFX) UMAFX FUND Purchase Sept. 14, 2020 $1,001 - $15,000
Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) HHHFX FUND Purchase Sept. 14, 2020 $1,001 - $15,000
Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) GICUX FUND Purchase Sept. 14, 2020 $1,001 - $15,000
Delaware Emerging Markets Fund Institutional Class Shares (DEMIX) DEMIX FUND Purchase Sept. 9, 2020 $1,001 - $15,000
PIMCO RAEEmerging Markets Fund Institutional Class Shares (PEIFX) PEIFX FUND Sale Sept. 8, 2020 $1,001 - $15,000
iShares Core 1-5 Year USD Bond ETF (ISTB) ISTB ETF Purchase July 24, 2020 $1,001 - $15,000
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Class Shares (VTIP) VTIP ETF Purchase July 22, 2020 $1,001 - $15,000
Broadcom, Inc. (AVGO) AVGO STOCK Purchase June 24, 2020 $1,001 - $15,000
Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX) RTXAX FUND Sale June 24, 2020 $1,001 - $15,000
ConocoPhillips (COP) COP STOCK Purchase June 24, 2020 $1,001 - $15,000
ConocoPhillips (COP) COP STOCK Purchase June 22, 2020 $1,001 - $15,000
The Hershey Co. (HSY) HSY STOCK Purchase June 22, 2020 $1,001 - $15,000
Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX) RTXAX FUND Sale June 22, 2020 $1,001 - $15,000
Broadcom, Inc. (AVGO) AVGO STOCK Purchase June 22, 2020 $1,001 - $15,000
The Hershey Co. (HSY) HSY STOCK Purchase June 22, 2020 $1,001 - $15,000
Schwab Government Money Fund Sweep Class Shares (SWGXX) SWGXX FUND Purchase May 27, 2020 $1,001 - $15,000
Harding Loevner International Equity Portfolio (HLMIX) HLMIX FUND Purchase May 18, 2020 $1,001 - $15,000
Baird Core Plus Bond Fund (BCOIX) BCOIX FUND Purchase May 18, 2020 $1,001 - $15,000
Goldman Sachs International Small Cap Insights Fund (GICIX) GICIX FUND Purchase May 18, 2020 $1,001 - $15,000
USAA Managed Allocation Fund (UMAFX) UMAFX FUND Purchase May 18, 2020 $1,001 - $15,000
USAA Income Fund Institutional Shares (UIINX) UIINX FUND Purchase May 18, 2020 $1,001 - $15,000
Vanguard Growth & Income Fund Admiral Shares (VGIAX) VGIAX FUND Purchase May 18, 2020 $1,001 - $15,000
Victory Sycamore Established Value Fund Class R Shares (GETGX) GETGX FUND Purchase May 18, 2020 $1,001 - $15,000
Boeing co com (BA) BA STOCK Sale May 14, 2020 $1,001 - $15,000
Apple INC Com (AAPL) AAPL STOCK Sale May 14, 2020 $1,001 - $15,000
AT&T INC COM USD1 (T) T STOCK Purchase May 14, 2020 $1,001 - $15,000
AT&T INC COM USD1 (T) T STOCK Purchase May 12, 2020 $1,001 - $15,000
Apple, Inc. (AAPL) AAPL STOCK Sale May 12, 2020 $1,001 - $15,000
American Beacon International Equity Fund Class Y (ABEYX) ABEYX FUND Purchase May 6, 2020 $1,001 - $15,000
American Beacon AHL Managed Futures Strategy F (AHLIX) AHLIX FUND Purchase May 6, 2020 $1,001 - $15,000
Baird Core Plus Bond (BCOIX) BCOIX FUND Purchase May 6, 2020 $1,001 - $15,000
Goldman Sachs International Small Cap Insights Fund (GICIX) GICIX FUND Purchase May 6, 2020 $1,001 - $15,000
Harding Loevner International Equity Portfolio (HLMIX) HLMIX FUND Purchase May 6, 2020 $1,001 - $15,000
USAA Managed Allocation Fund (UMAFX) UMAFX FUND Purchase May 6, 2020 $1,001 - $15,000
USAA Income Fund Institutional Shares (UIINX) UIINX FUND Purchase May 6, 2020 $1,001 - $15,000
Vanguard Growth and Income Fund Admiral Shares (VGIAX) VGIAX FUND Purchase May 6, 2020 $1,001 - $15,000
Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) VEVRX FUND Purchase May 6, 2020 $1,001 - $15,000
Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) GICUX FUND Sale April 24, 2020 $1,001 - $15,000
American Beacon International Equity Fund Class Y Shares (ABEYX) ABEYX FUND Sale April 24, 2020 $1,001 - $15,000
USAA Income Fund Institutional Class Shares (UIINX) UIINX FUND Purchase April 24, 2020 $1,001 - $15,000
USAA Short-Term Bond Fund Institutional Class Shares (UISBX) UISBX FUND Purchase April 24, 2020 $1,001 - $15,000
Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) BCOIX FUND Purchase April 24, 2020 $1,001 - $15,000
American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) AHLIX FUND Purchase April 24, 2020 $1,001 - $15,000
AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) QSPRX FUND Purchase April 24, 2020 $1,001 - $15,000
iShares Core MSCI EAFE ETF (IEFA) IEFA ETF Sale April 3, 2020 $1,001 - $15,000
iSharesJPMorgan USDEmerging Markets Bond ETF (EMB) EMB ETF Purchase April 3, 2020 $1,001 - $15,000
WEC Energy Group, Inc. (WEC) WEC STOCK Sale April 2, 2020 $1,001 - $15,000
Quest Diagnostics, Inc. (DGX) DGX STOCK Sale April 2, 2020 $1,001 - $15,000
Tyson Foods, Inc. (TSN) TSN STOCK Purchase April 2, 2020 $1,001 - $15,000
The Travelers Cos., Inc. (TRV) TRV STOCK Purchase April 2, 2020 $1,001 - $15,000
Exelon Corporation (EXC) EXC STOCK Purchase April 2, 2020 $1,001 - $15,000
ISHARES Trust Core MSCI EAFE ETF (IEFA) IEFA ETF Purchase March 26, 2020 $1,001 - $15,000
USAA High Income Fund INSTL (UIHIX) UIHIX FUND Purchase March 25, 2020 $1,001 - $15,000
Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) VEVRX FUND Purchase March 25, 2020 $1,001 - $15,000
ISHARES TR Barclays 7 10 YR (IEF) IEF ETF Sale March 21, 2020 $1,001 - $15,000
AQR Small Cap Multi Style FD CL (QSMLX) QSMLX FUND Sale March 19, 2020 $1,001 - $15,000