|
Barbara M Barrett
|
executive |
JHF SEAPORT LONG/SHORT FUND I (JSFDX) |
JSFDX |
FUND |
Purchase
|
March 2, 2020 |
$$250,001 - $500,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
LAZARD EMERG MKTS CORE EQ I (ECEIX) |
ECEIX |
FUND |
Purchase
|
March 2, 2020 |
$$250,001 - $500,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
E V GLOBAL MACRO ABS RET ADV I (EGRIX) |
EGRIX |
FUND |
Purchase
|
March 2, 2020 |
$$250,001 - $500,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
FRANKLIN FED INTM TRM TXFR ADV (FITZX) |
FITZX |
FUND |
Purchase
|
March 2, 2020 |
$$1,000,001 - $5,000,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
WESTERN ASSET MACRO OPPORT I (LAOIX) |
LAOIX |
FUND |
Purchase
|
March 2, 2020 |
$$100,001 - $250,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
BLACKSTONE ALT MULT-STRAT INST (BXMIX) |
BXMIX |
FUND |
Purchase
|
March 2, 2020 |
$$250,001 - $500,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
HARDING LOEVNER INTL EQTY INST (HLMIX) |
HLMIX |
FUND |
Purchase
|
March 2, 2020 |
$$1,000,001 - $5,000,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
BLACKROCK EVENT DRIVEN EQ INST (BILPX) |
BILPX |
FUND |
Purchase
|
March 2, 2020 |
$$250,001 - $500,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
iShares Core MSCI EAFE ETF (IEFA) |
IEFA |
ETF |
Purchase
|
March 2, 2020 |
$$1,000,001 - $5,000,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
EV HIGH YIELD MUNI INCOME I (EIHYX) |
EIHYX |
FUND |
Purchase
|
March 2, 2020 |
$$500,001 - $1,000,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
JP MORGAN EQUITY INCOME I (HLIEX) |
HLIEX |
FUND |
Purchase
|
March 2, 2020 |
$$1,000,001 - $5,000,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
CLEARBRIDGE LARGE CAP GWTH I (SBLYX) |
SBLYX |
FUND |
Purchase
|
March 2, 2020 |
$$500,001 - $1,000,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
CAUSEWAY INTL VALUE INSTL (CIVIX) |
CIVIX |
FUND |
Purchase
|
March 2, 2020 |
$$500,001 - $1,000,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
Vanguard Russell 1000 Value ETF (VONV) |
VONV |
ETF |
Purchase
|
March 2, 2020 |
$$500,001 - $1,000,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
AMERICAN BEACON AHL MNGD (AHLYX) |
AHLYX |
FUND |
Purchase
|
March 2, 2020 |
$$100,001 - $250,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
ISHARES SHORT MATURITY BOND ETF (NEAR) |
NEAR |
ETF |
Purchase
|
Feb. 27, 2020 |
$$1,000,001 - $5,000,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
iShares Floating Rate Note (FLOT) |
FLOT |
ETF |
Purchase
|
Feb. 27, 2020 |
$$1,000,001 - $5,000,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
ISH TR CORE DIVID GROWTH ETF (DGRO) |
DGRO |
ETF |
Purchase
|
Feb. 27, 2020 |
$$5,000,001 - $25,000,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
ISHARES S&P 500 GROWTH (IVW) |
IVW |
ETF |
Purchase
|
Feb. 27, 2020 |
$$5,000,001 - $25,000,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
ISHARES CORE HIGH DIVIDEND ETF (HDV) |
HDV |
ETF |
Purchase
|
Feb. 27, 2020 |
$$5,000,001 - $25,000,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
ISHARES TIPS BOND ETF (TIP) |
TIP |
ETF |
Purchase
|
Feb. 27, 2020 |
$$1,000,001 - $5,000,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) |
EFAV |
ETF |
Purchase
|
Feb. 27, 2020 |
$$5,000,001 - $25,000,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
ISHARES CORE S&P MID-CAP ETF (IJF) |
IJF |
ETF |
Purchase
|
Feb. 27, 2020 |
$$1,000,001 - $5,000,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
ISHARES CORE S&P SMALL-CAP ETF (IJR) |
IJR |
ETF |
Purchase
|
Feb. 27, 2020 |
$$1,000,001 - $5,000,000 |
Dec. 18, 2020 |
|
Barbara M Barrett
|
executive |
ISHARES INTERMEDIATE TERM CORP BND ETF (IGIB) |
IGIB |
ETF |
Purchase
|
Feb. 27, 2020 |
$$5,000,001 - $25,000,000 |
Dec. 18, 2020 |