|
Mitchell M Zais
|
executive |
Schwab Government Money Fund Sweep Class Shares (SWGXX) |
SWGXX |
FUND |
Purchase
|
May 27, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
Harding Loevner International Equity Portfolio (HLMIX) |
HLMIX |
FUND |
Purchase
|
May 18, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
Baird Core Plus Bond Fund (BCOIX) |
BCOIX |
FUND |
Purchase
|
May 18, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
Goldman Sachs International Small Cap Insights Fund (GICIX) |
GICIX |
FUND |
Purchase
|
May 18, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
USAA Managed Allocation Fund (UMAFX) |
UMAFX |
FUND |
Purchase
|
May 18, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
USAA Income Fund Institutional Shares (UIINX) |
UIINX |
FUND |
Purchase
|
May 18, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
Vanguard Growth & Income Fund Admiral Shares (VGIAX) |
VGIAX |
FUND |
Purchase
|
May 18, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
Victory Sycamore Established Value Fund Class R Shares (GETGX) |
GETGX |
FUND |
Purchase
|
May 18, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
Boeing co com (BA) |
BA |
STOCK |
Sale
|
May 14, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
Apple INC Com (AAPL) |
AAPL |
STOCK |
Sale
|
May 14, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
AT&T INC COM USD1 (T) |
T |
STOCK |
Purchase
|
May 14, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
AT&T INC COM USD1 (T) |
T |
STOCK |
Purchase
|
May 12, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
Apple, Inc. (AAPL) |
AAPL |
STOCK |
Sale
|
May 12, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
American Beacon International Equity Fund Class Y (ABEYX) |
ABEYX |
FUND |
Purchase
|
May 6, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
American Beacon AHL Managed Futures Strategy F (AHLIX) |
AHLIX |
FUND |
Purchase
|
May 6, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
Baird Core Plus Bond (BCOIX) |
BCOIX |
FUND |
Purchase
|
May 6, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
Goldman Sachs International Small Cap Insights Fund (GICIX) |
GICIX |
FUND |
Purchase
|
May 6, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
Harding Loevner International Equity Portfolio (HLMIX) |
HLMIX |
FUND |
Purchase
|
May 6, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
USAA Managed Allocation Fund (UMAFX) |
UMAFX |
FUND |
Purchase
|
May 6, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
USAA Income Fund Institutional Shares (UIINX) |
UIINX |
FUND |
Purchase
|
May 6, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
Vanguard Growth and Income Fund Admiral Shares (VGIAX) |
VGIAX |
FUND |
Purchase
|
May 6, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) |
VEVRX |
FUND |
Purchase
|
May 6, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) |
GICUX |
FUND |
Sale
|
April 24, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
American Beacon International Equity Fund Class Y Shares (ABEYX) |
ABEYX |
FUND |
Sale
|
April 24, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |
|
Mitchell M Zais
|
executive |
USAA Income Fund Institutional Class Shares (UIINX) |
UIINX |
FUND |
Purchase
|
April 24, 2020 |
$$1,001 - $15,000 |
Dec. 11, 2020 |