Monaco, Lisa O
Deputy Attorney General
Disclosed trades
407
Purchases (all, mid $)
$2.6M
Sales (all, mid $)
$3.3M
Disclosed assets
484
All disclosed trades
Every extracted transaction (407 rows) — undated rows come from scans whose date was unreadable; • = repaired from scan, × = name unreadable
showing 400 of 407 matching rows — search reaches all 407
| Date ▼ | Official | Role | Asset | Type | Amount (band) | Mid $ | Note | Processed (UTC) |
|---|---|---|---|---|---|---|---|---|
| 2024-12-27 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:22 | |
| 2024-12-27 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX)(dividend reinvestment) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:22 | |
| 2024-12-24 | Monaco, Lisa O | Deputy Attorney General | BlackRock Global Allocation Fund, Inc Institutional Shares (MALOX)(dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-12-18 | Monaco, Lisa O | Deputy Attorney General | Neuberger Berman Large Cap Value Fund Institutional Class (NBPIX)(dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-12-16 | Monaco, Lisa O | Deputy Attorney General | Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX)(dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-12-02 | Monaco, Lisa O | Deputy Attorney General | GLYPH<9>FedFund Institutional Shares (TFDXX)(dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-11-19 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-11-01 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX)(dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-10-29 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-10-01 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX)(dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-09-26 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-09-11 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $100,001 - $250,000 | $175K | 2026-05-04 20:22 | |
| 2024-09-03 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX)(dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-08-19 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-08-01 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX)(dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-07-22 | Monaco, Lisa O | Deputy Attorney General | BlackRock Global Allocation Fund, Inc Institutional Shares (MALOX)(dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-07-15 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-07-01 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX)(dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-06-20 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-06-03 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX)(dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-05-21 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-05-14 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-05-01 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX)(dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-04-17 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-04-01 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX)(dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-03-19 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-03-01 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX)(dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-02-20 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-02-01 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX)(dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-01-19 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2024-01-02 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX)(dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:22 | |
| 2023-12-22 | Monaco, Lisa O | Deputy Attorney General | LOOMIS SAYLES GROWTH FUND CL Y (LSGRX) (dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-12-21 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-12-19 | Monaco, Lisa O | Deputy Attorney General | NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL (NBPIX) (dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-12-19 | Monaco, Lisa O | Deputy Attorney General | NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL (NBPIX) (dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-12-18 | Monaco, Lisa O | Deputy Attorney General | Smead Value Fund Class I1 Shares (SVFFX) (dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-12-15 | Monaco, Lisa O | Deputy Attorney General | T Rowe Price Dividend Growth Fund, Inc (PRDGX) (dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-12-08 | Monaco, Lisa O | Deputy Attorney General | Janus Henderson Enterprise Fund Class I Shares (JMGRX) (dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-12-01 | Monaco, Lisa O | Deputy Attorney General | GLYPH<9>FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-11-20 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-11-06 | Monaco, Lisa O | Deputy Attorney General | ISHARES TR RUSSELL 2000 ETF (IWM) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-11-06 | Monaco, Lisa O | Deputy Attorney General | ALGER WEATHERBIE SPECIALIZED GROWTH FUND CLASS Z (ASMZX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-11-06 | Monaco, Lisa O | Deputy Attorney General | ALGER WEATHERBIE SPECIALIZED GROWTH FUND CLASS Z (ASMZX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-11-06 | Monaco, Lisa O | Deputy Attorney General | ALGER WEATHERBIE SPECIALIZED GROWTH FUND CLASS Z (ASMZX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-11-06 | Monaco, Lisa O | Deputy Attorney General | VIRTUS KAR INTERNATIONAL SMALL MID CAP FUND CL I (VIISX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-11-06 | Monaco, Lisa O | Deputy Attorney General | VIRTUS KAR INTERNATIONAL SMALL MID CAP FUND CL I (VIISX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-11-06 | Monaco, Lisa O | Deputy Attorney General | VIRTUS KAR INTERNATIONAL SMALL MID CAP FUND CL I (VIISX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-11-06 | Monaco, Lisa O | Deputy Attorney General | ARTISAN INTERNATIONAL (APDKK) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:21 | |
| 2023-11-06 | Monaco, Lisa O | Deputy Attorney General | PACER US CASH COWS100 (COWZ) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-11-06 | Monaco, Lisa O | Deputy Attorney General | ISHARES CORE S&P U.S. GROWTH ETF (IUSG) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-11-06 | Monaco, Lisa O | Deputy Attorney General | ARTISAN INTERNATIONAL (APDKK) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:21 | |
| 2023-11-06 | Monaco, Lisa O | Deputy Attorney General | PIMCO INCOME FUND CL I2 (PONPX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:21 | |
| 2023-11-06 | Monaco, Lisa O | Deputy Attorney General | Virtus KAR International Small-Cap Fund Class I Shares (VIISX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:21 | |
| 2023-11-06 | Monaco, Lisa O | Deputy Attorney General | PIMCO Low Duration Income Fund Class I-2 Shares (PFTPX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:21 | |
| 2023-11-06 | Monaco, Lisa O | Deputy Attorney General | ALPS SMITH TOTAL RETURN (SMTHX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-11-06 | Monaco, Lisa O | Deputy Attorney General | JPMORGAN CORE BOND FD (WOBDX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-11-01 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $50,001 - $100,000 | $75K | 2026-05-04 20:21 | |
| 2023-10-31 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $50,001 - $100,000 | $75K | 2026-05-04 20:21 | |
| 2023-10-19 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-09-25 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-08-28 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-08-23 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-07-19 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-05-17 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-04-27 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-04-19 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-04-13 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-04-04 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-04-03 | Monaco, Lisa O | Deputy Attorney General | GUGGENHEIM FLOATING RATE STRATEGIES FD INSTL CL (GIFIX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-04-03 | Monaco, Lisa O | Deputy Attorney General | GUGGENHEIM FLOATING RATE STRATEGIES FD INSTL CL (GIFIX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-04-03 | Monaco, Lisa O | Deputy Attorney General | GUGGENHEIM FLOATING RATE STRATEGIES FD INSTL CL (GIFI STRATEGIES FD INSTL CL (GIFIX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:21 | |
| 2023-04-03 | Monaco, Lisa O | Deputy Attorney General | NUVEEN INTM DUR MUNI (NUVBX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:21 | |
| 2023-04-03 | Monaco, Lisa O | Deputy Attorney General | ALLSPRING MUNICIPAL BOND (WMBIX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:21 | |
| 2023-04-03 | Monaco, Lisa O | Deputy Attorney General | PACER US CASH COWS100 (COWZ) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-04-03 | Monaco, Lisa O | Deputy Attorney General | SPDR Portfolio S&P 500 Growth ETF (SPYG) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-04-03 | Monaco, Lisa O | Deputy Attorney General | PIMCO Low Duration Income Fund Class I-2 Shares (PFTPX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:21 | |
| 2023-04-03 | Monaco, Lisa O | Deputy Attorney General | Lord Abbett Ultra Short Bond Fund Class I Shares (LUBYX) | sell | $50,001 - $100,000 | $75K | 2026-05-04 20:21 | |
| 2023-04-03 | Monaco, Lisa O | Deputy Attorney General | ALPS SMITH TOTAL RETURN (SMTHX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:21 | |
| 2023-04-03 | Monaco, Lisa O | Deputy Attorney General | JPMORGAN CORE BOND FD (WOBDX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:21 | |
| 2023-04-03 | Monaco, Lisa O | Deputy Attorney General | SPDR Portfolio S&P 500 ETF (SPLG) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-04-03 | Monaco, Lisa O | Deputy Attorney General | ISHARES CORE S&P US VALUE ETF (IUSV) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-04-03 | Monaco, Lisa O | Deputy Attorney General | ALPS SMITH SHORT DURATION BD CL INSTL (SMDSX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:21 | |
| 2023-04-03 | Monaco, Lisa O | Deputy Attorney General | TRANSAMERICA SHORT TERM BOND FUND CL I (TSTIX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:21 | |
| 2023-04-03 | Monaco, Lisa O | Deputy Attorney General | JPMORGAN CORE BOND FD (WOBDX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:21 | |
| 2023-04-03 | Monaco, Lisa O | Deputy Attorney General | ALPS SMITH TOTAL RETURN (SMTHX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:21 | |
| 2023-03-20 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-03-17 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-03-14 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-03-10 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-02-16 | Monaco, Lisa O | Deputy Attorney General | FedFund Institutional Shares (TFDXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2023-01-04 | Monaco, Lisa O | Deputy Attorney General | JPMorgan Global Allocation Fund Class I Shares (GAOSX) (dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:21 | |
| 2022-12-28 | Monaco, Lisa O | Deputy Attorney General | PIMCO Low Duration Income Fund Class I-2 Shares (PFTPX) (Dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-12-27 | Monaco, Lisa O | Deputy Attorney General | Loomis Sayles Growth Fund Class Y Shares (LSGRX) (Dividend reinvestment) | – | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-12-21 | Monaco, Lisa O | Deputy Attorney General | Janus Henderson Enterprise Fund Class I Shares (JMGRX) (Dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-12-21 | Monaco, Lisa O | Deputy Attorney General | John Hancock Funds III International Growth Fund Class I Shares (GOGIX) (Dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-12-19 | Monaco, Lisa O | Deputy Attorney General | Smead Value Fund Class I1 Shares (SVFFX) (Dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-12-19 | Monaco, Lisa O | Deputy Attorney General | Smead Value Fund Class I1 Shares (SVFFX) (Dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-12-19 | Monaco, Lisa O | Deputy Attorney General | NEUBERGER BERMAN LARGE CAP VALUE FUND CL INSTL (NBPIX) (Dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-12-15 | Monaco, Lisa O | Deputy Attorney General | T Rowe Price Dividend Growth Fund, Inc. (PRDGX) (Dividend reinvestment) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-12-08 | Monaco, Lisa O | Deputy Attorney General | JANUS HENDERSON ENTERPRISE FUND I FRAC SHR | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2022-12-08 | Monaco, Lisa O | Deputy Attorney General | LOOMIS SAYLES GROWTH FUND CL Y (LSGRX) | sell | $50,001 - $100,000 | $75K | 2026-05-04 20:20 | |
| 2022-12-08 | Monaco, Lisa O | Deputy Attorney General | JOHN HANCOCK INTL GROWTH FUND CL I (GOGIX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2022-12-08 | Monaco, Lisa O | Deputy Attorney General | LOOMIS SAYLES GLOBAL ALLOCATION FD CL Y FRAC SHR | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2022-12-08 | Monaco, Lisa O | Deputy Attorney General | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-10-11 | Monaco, Lisa O | Deputy Attorney General | ALPS SMITH SHORT DURATION BD FD CL INSTL (SMDSX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2022-10-11 | Monaco, Lisa O | Deputy Attorney General | TRANSAMERICA SHORT TERM BOND FUND CL I (TSTIX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2022-09-26 | Monaco, Lisa O | Deputy Attorney General | LOOMIS SAYLES GLOBAL ALLOCATION FD CL Y FRAC SHR | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-05-04 | Monaco, Lisa O | Deputy Attorney General | JANUS HENDERSON ENTERPRISE FUND I FRAC SHR | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-05-04 | Monaco, Lisa O | Deputy Attorney General | LOOMIS SAYLES GROWTH FUND CL Y (LSGRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-05-04 | Monaco, Lisa O | Deputy Attorney General | JOHN HANCOCK INTL GROWTH FUND CL I (GOGIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-05-04 | Monaco, Lisa O | Deputy Attorney General | LOOMIS SAYLES GLOBAL ALLOCATION FD CL Y FRAC SHR | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-03-07 | Monaco, Lisa O | Deputy Attorney General | ISHARES CORE S&P US VALUE ETF (IUSV) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2022-03-07 | Monaco, Lisa O | Deputy Attorney General | ISHARES ESG AWARE MSCI EAFE ETF (ESGD) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-03-07 | Monaco, Lisa O | Deputy Attorney General | SPDR Portfolio S&P 500 ETF (SPLG) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-03-07 | Monaco, Lisa O | Deputy Attorney General | SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-03-07 | Monaco, Lisa O | Deputy Attorney General | VANGUARD WORLD FD SHS ESG US STOCK ETF (ESGV) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-03-07 | Monaco, Lisa O | Deputy Attorney General | VANGUARD WORLD FD SHS ESG INTERNATIONAL STOCK ETF (VSGX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-03-07 | Monaco, Lisa O | Deputy Attorney General | WISDOMTREE EMERGING MARK (XSOE) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-03-07 | Monaco, Lisa O | Deputy Attorney General | ISHARES CORE S&P US VALUE ETF (IUSV) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-03-07 | Monaco, Lisa O | Deputy Attorney General | SPDR Portfolio S&P 500 Growth ETF (SPYG) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2022-03-04 | Monaco, Lisa O | Deputy Attorney General | NEUBERGER BERMAN LARGE CAP VALUE FUND CL INSTL (NBPIX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2022-03-04 | Monaco, Lisa O | Deputy Attorney General | Virtus KAR International Small-Cap Fund Class I Shares (VIISX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-03-04 | Monaco, Lisa O | Deputy Attorney General | Loomis Sayles Growth Fund Class Y Shares (LSGRX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-03-04 | Monaco, Lisa O | Deputy Attorney General | MatthewsPacific Tiger Fund Institutional Class Shares (MIPTX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-03-03 | Monaco, Lisa O | Deputy Attorney General | JANUS HENDERSON ENTERPRISE FUND I FRAC SHR | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-03-03 | Monaco, Lisa O | Deputy Attorney General | LOOMIS SAYLES GROWTH FUND CL Y (LSGRX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2022-03-03 | Monaco, Lisa O | Deputy Attorney General | JOHN HANCOCK INTL GROWTH FUND CL I (GOGIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2022-03-03 | Monaco, Lisa O | Deputy Attorney General | LOOMIS SAYLES GLOBAL ALLOCATION FD CL Y FRAC SHR | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2022-03-03 | Monaco, Lisa O | Deputy Attorney General | SPDR Portfolio Short Term Corporate Bond ETF (SPSB) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-12-27 | Monaco, Lisa O | Deputy Attorney General | LOOMIS SAYLES GROWTH FUND CL Y AGENT REINV | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-12-21 | Monaco, Lisa O | Deputy Attorney General | JANUS HENDERSON ENTERPRISE FUND I AGENT REINV | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-12-21 | Monaco, Lisa O | Deputy Attorney General | JOHN HANCOCK INTL GROWTH FUND CL I AGENT REINV | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-12-20 | Monaco, Lisa O | Deputy Attorney General | SMEAD VALUE FUND I1 CLASS AGENT REINV | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-12-17 | Monaco, Lisa O | Deputy Attorney General | JP MORGAN GLOBAL ALLOCATION FUND CL I AGENT REINV | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-12-17 | Monaco, Lisa O | Deputy Attorney General | JP MORGAN GLOBAL ALLOCATION FUND CL I AGENT REINV | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-12-16 | Monaco, Lisa O | Deputy Attorney General | ALGER SMALL CAP FOCUS FUND CLASS Z AGENT REINV | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-12-16 | Monaco, Lisa O | Deputy Attorney General | MATTHEWS PACIFIC TIGER FUND CL INSTL AGENT REINV | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-12-16 | Monaco, Lisa O | Deputy Attorney General | NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL AGENT REINV | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-12-15 | Monaco, Lisa O | Deputy Attorney General | T ROWE PRICE DIVIDEND GROWTH FUND INV CL AGENT REINV | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-19 | Monaco, Lisa O | Deputy Attorney General | Lyft, Inc. (LYFT) | sell | $50,001 - $100,000 | $75K | 2026-05-04 20:20 | |
| 2021-07-19 | Monaco, Lisa O | Deputy Attorney General | Lyft, Inc. (LYFT) | sell | $50,001 - $100,000 | $75K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Facebook, Inc. (FB) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | NVIDIA Corp. (NVDA) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Abbott Laboratories (ABT) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | AbbVie, Inc. (ABBV) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Air Products and Chemicals, Inc. (APD) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Alibaba Group Holding LT (BABA) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Alphabet, Inc. Class C (GOOG) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Alphabet, Inc. Class A (GOOGL) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Amazon.com, Inc. (AMZN) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | American Express Co. (AXP) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Amgen Inc. (AMGN) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Analog Devices, Inc. (ADI) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Apple, Inc. (AAPL) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Arthur J. Gallagher & Co. (AJG) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Autodesk, Inc. (ADSK) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Becton, Dickinson and Company (BDX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Automatic Data Processing, Inc. (ADP) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | BlackRock, Inc. (BLK) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Boeing Co (BA) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Bristol-Myers Squibb (BMY) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Broadcom, Inc. (AVGO) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Cerner Corp. (CERN) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Chevron Corp. (CVX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Cisco Systems, Inc. (CSCO) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | CME Group, Inc. (CME) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | CMS Energy Corp. (CMS) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Colgate-Palmolive Co. (CL) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Comcast Corp. (CMCSA) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Communication Services Select Sector SPDR Fund (XLC) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | ConocoPhillips (COP) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Crown Castle International Corp. (CCI) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Deere & Co. (DE) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | CVS Health Corp. (CVS) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Dover Corp. (DOV) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Eaton Corp. Plc (ETN) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Eli Lilly & Co. (LLY) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Energy Select Sector SPDR Fund (XLE) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Expeditors International of Washington, Inc. (EXPD) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | FactSet Research Systems, Inc. (FDS) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Fidelity National Information Services, Inc. (FIS) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Financial Select Sector SPDR Fund (XLF) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | First Trust Cloud Computing ETF (SKYY) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | The Hartford Financial Services Group, Inc. (HIG) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | General Dynamics Corp. (GD) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Hasbro, Inc. (HAS) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Honeywell International, Inc. (HON) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Health Care Select Sector SPDR Fund (XLV) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Illinois Tool Works, Inc. (ITW) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Illumina, Inc. (ILMN) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Intuitive Surgical, Inc. (ISRG) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | iShares Nasdaq Biotechnology ETF (IBB) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Johnson & Johnson (JNJ) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | JPMorgan Chase & Co. (JPM) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Lockheed Martin Corp. (LMT) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Marsh & McLennan Cos., Inc. (MMC) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | McDonald's Corp. (MCD) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Medtronic Plc (MDT) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Merck & Co., Inc. (MRK) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | MetLife, Inc. (MET) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Microsoft Corp. (MSFT) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Mondelez International, Inc. (MDLZ) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Monster Beverage Corp. (MNST) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | NextEra Energy, Inc. (NEE) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Morgan Stanley (MS) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Norfolk Southern Corp. (NSC) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Novartis ADR (NVS) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Novo Nordisk A S ADR (NVO) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Oracle Corp. (ORCL) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Parker-Hannifin Corp. (PH) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Paychex, Inc. (PAYX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | PepsiCo, Inc. (PEP) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Philip Morris International, Inc. (PM) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | PPG Industries, Inc. (PPG) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Progressive Corp. (PGR) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Procter & Gamble Co. (PG) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Prologis, Inc. (PLD) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | QUALCOMM, Inc. (QCOM) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Raytheon Co. (RTN) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | REALTY INCM CRP MD PV$1 | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Republic Services, Inc. (RSG) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Regeneron Pharmaceuticals, Inc. (REGN) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Roche Holdings Ltd SPN ADR (RHHBY) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Salesforce.com, Inc. (CRM) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Schlumberger NV (SLB) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | SEI Investments Co. (SEIC) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Sempra Energy (SRE) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Starbucks Corp. (SBUX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Sysco Corp. (SYY) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | T. Rowe Price Group, Inc. (TROW) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Texas Instruments Incorporated (TXN) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | The Coca-Cola Co. (KO) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | The Home Depot, Inc. (HD) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | The PNC Financial Services Group, Inc. (PNC) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | The TJX Cos., Inc. (TJX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | The Walt Disney Co. (DIS) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Truist Financial Corp (TFC) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | U.S. Bancorp (USB) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Varian Medical Systems, Inc. (VAR) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | UnitedHealth Group, Inc. (UNH) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Verizon Communications, Inc. (VZ) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Visa, Inc. (V) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Walmart, Inc. (WMT) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | WEC Energy Group, Inc. (WEC) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Xcel Energy, Inc. (XEL) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Workday, Inc. (WDAY) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Yum China Holdings Inc (YUMC) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Yum! Brands, Inc. (YUM) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Chubb Ltd. (CB) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | ALGER WEATHERBIE SPECIALIZED GR FD CL Z (ASMZX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | ISH TR CORE DIVID GROWTH ETF (DGRO) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | ISHARES CORE S&P U.S. GROWTH ETF (IUSG) | buy | $50,001 - $100,000 | $75K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | ISHARES CORE S&P US VALUE ETF (IUSV) | buy | $50,001 - $100,000 | $75K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | JOHN HANCOCK INTL GROWTH FUND CL I (GOGIX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | LOOMIS SAYLES GROWTH FUND CL Y (LSGRX) | buy | $50,001 - $100,000 | $75K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | MAINSTAY MACKAY TAX FREE BOND FUND CL I (MTBIX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL (NBPIX) | buy | $50,001 - $100,000 | $75K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | SMEAD VALUE FUND I1 CLASS (SVFFX) | buy | $50,001 - $100,000 | $75K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | SPDR PORTFOLIO S&P 400 MID CAP ETF (SPMD) | buy | $50,001 - $100,000 | $75K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | SPDR PORTFOLIO S&P 400 MID CAP ETF (SPMD) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | SPDR PORTFOLIO S&P 500 ETF (SPLG) | buy | $50,001 - $100,000 | $75K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | SPDR PORTFOLIO S&P 600 SMALL CAP ETF (SPSM) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | SPDR PORTFOLIO S&P 600 SMALL CAP ETF (SPSM) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | VANGUARD WORLD FD SHS ESG INTL STK ETF (VSGX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | VANGUARD WORLD FD SHS ESG INTL STK ETF (VSGX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | VANGUARD WORLD FD SHS ESG US STK ETF (ESGV) | buy | $50,001 - $100,000 | $75K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | VIRTUS KAR INTERNATIONAL SMALL CAP FUND CL I (VIISX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | WELLS FARGO SPECIAL SMALL CAP VALUE FD INSTL (ESPNX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | WELLS FARGO SPECIAL SMALL CAP VALUE FD INSTL (ESPNX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | WELLS FARGO STRATEGIC MUNICIPAL BOND FD INSTL (STRIX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | WISDOMTREE EMERGING MARK (XSOE) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | ACCENTURE PLC SHS (CAN) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | ALGER SMALL CAP FOCUS FUND CLASS Z (AGOZX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | ALTRIA GROUP INC (MO) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | AMERISOURCEBERGEN CORP (ABC) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | AVALONBAY CMMUN INC REIT (AVB) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | BEST BUY CO INC (BBY) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | CAPITAL ONE FINL (COF) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | CONSUMER DISCRETIONARY SPDR (XLY) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | FIRST TRUST DOW JONES INTERNET INDEX FUND (FDN) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | ISHARES 0-5 YEAR TIPS BOND ETF (STIP) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | ISHARES 3-7 YEAR TREASURY BOND ETF (IEI) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | ISHARES IBOXX $ INVT GRADE CORP BD (LQD) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | LOOMIS SAYLES GROWTH FUND CL Y (LSGRX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | MICROSOFT CORP (MSFT) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | PACER BENCHMARK DATA AND INFRASTRUCTURE (SRVR) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | PHILLIPS 66 SHS (PSX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | PROSHARES ONLINE RETAIL ETF SHS (ONLN) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | SCHWAB CHARLES CORP NEW (SCHW) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | SECTOR SPDR CONSMRS STPL (XLP) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | SPDR PORTFOLIO S&P 500 (SPYG) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | SPDR US FINANCIAL SECTOR ETF (XLF) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | VANGUARD CONSUMER STAPLES ETF (VDC) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | VANGUARD DIVIDEND APPRECIATION ETF (VIG) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | VANGUARD INDUSTRIAL ETF (VIS) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | VANGUARD INFORMATION TECH ETF (VGT) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | VANGUARD INTRMDIATE-TERM CORPORATE BOND (VCIT) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | VANGUARD MATERIALS ETF (VAW) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:20 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Abbott Laboratories (ABT) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | AbbVie, Inc. (ABBV) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Air Products and Chemicals, Inc. (APD) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Alibaba Group Holding LT (BABA) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Alphabet, Inc. (GOOG) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Alphabet, Inc. (GOOGL) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Amazon.com, Inc. (AMZN) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | American Express Co. (AXP) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Amgen Inc. (AMGN) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Analog Devices, Inc. (ADI) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Apple, Inc. (AAPL) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Arthur J. Gallagher & Co. (AJG) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Autodesk, Inc. (ADSK) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Automatic Data Processing, Inc. (ADP) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Becton, Dickinson and Company (BDX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | BlackRock, Inc. (BLK) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Boeing Co (BA) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Bristol-Myers Squibb (BMY) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Broadcom, Inc. (AVGO) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Cerner Corp. (CERN) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Chevron Corp. (CVX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Cisco Systems, Inc. (CSCO) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | CME Group, Inc. (CME) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | CMS Energy Corp. (CMS) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Colgate-Palmolive Co. (CL) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Comcast Corp. (CMCSA) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Communication Services Select Sector SPDR Fund (XLC) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | ConocoPhillips (COP) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Crown Castle International Corp. (CCI) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | CVS Health Corp. (CVS) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Deere & Co. (DE) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Dover Corp. (DOV) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Eaton Corp. Plc (ETN) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Eli Lilly & Co. (LLY) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Energy Select Sector SPDR Fund (XLE) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Expeditors International of Washington, Inc. (EXPD) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Facebook, Inc. (FB) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | FactSet Research Systems, Inc. (FDS) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Fidelity National Information Services, Inc. (FIS) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Financial Select Sector SPDR Fund (XLF) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | First Trust Cloud Computing ETF (SKYY) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | General Dynamics Corp. (GD) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | The Hartford Financial Services Group, Inc. (HIG) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Hasbro, Inc. (HAS) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Health Care Select Sector SPDR Fund (XLV) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Honeywell International, Inc. (HON) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Illinois Tool Works, Inc. (ITW) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Illumina, Inc. (ILMN) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Intuitive Surgical, Inc. (ISRG) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | iShares Nasdaq Biotechnology ETF (IBB) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Johnson & Johnson (JNJ) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | JPMorgan Chase & Co. (JPM) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Lockheed Martin Corp. (LMT) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Marsh & McLennan Cos., Inc. (MMC) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | McDonald's Corp. (MCD) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Medtronic Plc (MDT) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Merck & Co., Inc. (MRK) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | MetLife, Inc. (MET) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Microsoft Corp. (MSFT) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Mondelez International, Inc. (MDLZ) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Monster Beverage Corp. (MNST) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Morgan Stanley (MS) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | NextEra Energy, Inc. (NEE) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Norfolk Southern Corp. (NSC) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Novartis ADR (NDS) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Novo Nordisk A S ADR (NVO) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | NVIDIA Corp. (NVDA) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Oracle Corp. (ORCL) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Parker-Hannifin Corp. (PH) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Paychex, Inc. (PAYX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | PepsiCo, Inc. (PEP) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Philip Morris International, Inc. (PM) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | PPG Industries, Inc. (PPG) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Procter & Gamble Co. (PG) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Progressive Corp. (PGR) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Prologis, Inc. (PLD) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | QUALCOMM, Inc. (QCOM) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Raytheon Co. (RTN) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | REALTY INCM CRP MD PV$1 | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Regeneron Pharmaceuticals, Inc. (REGN) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Republic Services, Inc. (RSG) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Roche Holdings Ltd SPN ADR (RHHBY) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | salesforce.com, inc. (CRM) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Schlumberger NV (SLB) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | SEI Investments Co. (SEIC) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Sempra Energy (SRE) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Starbucks Corp. (SBUX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Sysco Corp. (SYY) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | T. Rowe Price Group, Inc. (TROW) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Texas Instruments Incorporated (TXN) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | The Coca-Cola Co. (KO) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | The Home Depot, Inc. (HD) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | The PNC Financial Services Group, Inc. (PNC) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | The TJX Cos., Inc. (TJX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | The Walt Disney Co. (DIS) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Truist Financial Corp (TFC) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | U.S. Bancorp (USB) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | UnitedHealth Group, Inc. (UNH) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Varian Medical Systems, Inc. (VAR) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Verizon Communications, Inc. (VZ) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 | |
| 2021-07-15 | Monaco, Lisa O | Deputy Attorney General | Visa, Inc. (V) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:18 |
Assets & income
Everything disclosed across this official's filings
showing 400 of 484 matching rows — search reaches all 484
| Official | Asset | Value (band) | Mid $ ▼ | Income type | Processed (UTC) |
|---|---|---|---|---|---|
| Monaco, Lisa O | FedFund Institutional Shares (TFDXX) | $500,001 - $1,000,000 | $750K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Fidelity Government Money Market Fund (SPAXX) | $500,001 - $1,000,000 | $750K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | LOM Strategies, LLC (security consulting, value reflects U.S. bank cash account) | $250,001 - $500,000 | $375K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | LOM Strategies, LLC (security consulting, value reflects U.S. bank cash account) | $250,001 - $500,000 | $375K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | U.S. bank #2 (cash) | $250,001 - $500,000 | $375K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | LOM Strategies, LLC (security consulting, value reflects U.S. bank cash account) | $250,001 - $500,000 | $375K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | FedFund Institutional Shares (TFDXX) | $250,001 - $500,000 | $375K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | Fidelity Magellan Fund (FMAGX) | $250,001 - $500,000 | $375K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Cognosante LLC (Health care technology) vested restricted stock units | $250,001 - $500,000 | $375K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | O'Melveny & Myers LLP anticipated bonus | $250,001 - $500,000 | $375K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Fidelity Freedom Index 2030 Fund Investor Class Shares (FXIFX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Loomis Sayles Growth Fund Class Y Shares (LSGRX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Smead Value Fund Class I1 Shares (SVFFX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SPDR Portfolio S&P 500 Growth ETF (SPYG) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | T Rowe Price Dividend Growth Fund, Inc. (PRDGX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ISHARES CORE S&P U.S. GROWTH ETF (IUSG) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ISHARES CORE S&P U.S. VALUE ETF (IUSV) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | FedFund Institutional Shares (TFDXX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | U.S. bank #2 (cash) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Fidelity Freedom Index 2030 Fund Investor Class Shares (FXIFX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Smead Value Fund Class I1 Shares (SVFFX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ISHARES CORE S&P U.S. GROWTH ETF (IUSG) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ISHARES CORE S&P U.S. VALUE ETF (IUSV) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SMEAD VALUE FUND CLASS I1 (SVFFX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL (NBPIX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Fidelity Freedom Index 2030 Fund Investor Class Shares (FXIFX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | Loomis Sayles Growth Fund Class Y Shares (LSGRX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | Smead Value Fund Class I1 Shares (SVFFX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | T Rowe Price Dividend Growth Fund, Inc. (PRDGX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | ISHARES CORE S&P U.S. GROWTH ETF (IUSG) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | ISHARES CORE S&P U.S. VALUE ETF (IUSV) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | SMEAD VALUE FUND CLASS I1 (SVFFX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL (NBPIX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | U.S. bank #2 (cash) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | Fidelity Freedom Index 2030 Fund Investor Class Shares (FXIFX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Loomis Sayles Growth Fund Class Y Shares (LSGRX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Smead Value Fund Class I1 Shares (SVFFX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | SPDR Portfolio S&P 500 Growth ETF (SPYG) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | T Rowe Price Dividend Growth Fund, Inc. (PRDGX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | NEUBERGER BERMAN LARGE CAP VALUE FUND CL INSTL (NBPIX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | ISHARES CORE S&P U.S. GROWTH ETF (IUSG) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | ISHARES CORE S&P U.S. VALUE ETF (IUSV) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | SMEAD VALUE FUND CLASS I1 (SVFFX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 400 MID CAP ETF (SPMD) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL (NBPIX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | U.S. bank #2 (cash) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Fidelity Contrafund (FCNTX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Fidelity OTC Portfolio (FOCPX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Fidelity Blue Chip Growth Fund (FBGRX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Natixis US Equity Opportunities Fund Class A Shares (NEFSX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Natixis Oakmark Fund Class A Shares (NEFOX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Fidelity Freedom Index 2030 Fund Investor Class Shares (FXIFX) | $100,001 - $250,000 | $175K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | LOM Strategies, LLC (security consulting, value reflects U.S. bank cash account) | $100,001 - $250,000 | $175K | Interest | 2026-07-18 19:29 |
| Monaco, Lisa O | Loomis Sayles Growth Fund Class Y Shares (LSGRX) | $100,001 - $250,000 | $175K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | SPDR Portfolio S&P 500 Growth ETF (SPYG) | $100,001 - $250,000 | $175K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares (VITFX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | JPMorgan Global Allocation Fund Class I Shares (GAOSX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Lord Abbett Ultra Short Bond Fund Class F Shares (LUBFX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | PIMCO Low Duration Income Fund Class I-2 Shares (PFTPX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | NEUBERGER BERMAN LARGE CAP VALUE FUND CL INSTL (NBPIX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ISH TR CORE DIVID GROWTH ETF (DGRO) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SPDR Portfolio S&P 500 ETF (SPLG) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | VANGUARD WORLD FD SHS ESG US STOCK ETF (ESGV) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | LOOMIS SAYLES GROWTH FUND CL Y (LSGRX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SMEAD VALUE FUND CLASS I1 (SVFFX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 400 MID CAP ETF (SPMD) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares (VITFX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Loomis Sayles Growth Fund Class Y Shares (LSGRX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | PIMCO Low Duration Income Fund Class I-2 Shares (PFTPX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SPDR Portfolio S&P 500 Growth ETF (SPYG) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | T Rowe Price Dividend Growth Fund, Inc. (PRDGX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | NEUBERGER BERMAN LARGE CAP VALUE FUND CL INSTL (NBPIX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | LORD ABBETT ULTRA SHORT BOND FUND CL I (LUBYX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SPDR Portfolio S&P 500 ETF (SPLG) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | VANGUARD WORLD FD SHS ESG US STOCK ETF (ESGV) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | MAINSTAY MACKAY TAX FREE BOND FUND CLASS I (MTBIX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 400 MID CAP ETF (SPMD) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 600 SMALL CAP ETF (SPSM) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | GUGGENHEIM FLOATING RATE STRATEGIES FD INSTL CL (GIFIX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | JP MORGAN EQUITY INCOME FD I (HLIEX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | T ROWE PRICE DIVIDEND GROWTH FUND INV CL (PRDGX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | FedFund Institutional Shares (TFDXX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares (VITFX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | JPMorgan Global Allocation Fund Class I Shares (GAOSX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | SPDR Portfolio S&P 500 Growth ETF (SPYG) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | NEUBERGER BERMAN LARGE CAP VALUE FUND CL INSTL (NBPIX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | SPDR Portfolio S&P 500 ETF (SPLG) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | VANGUARD WORLD FD SHS ESG US STOCK ETF (ESGV) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | ALLSPRING STRATEGIC MUNICIPAL BOND FUND (STRIX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | MAINSTAY MACKAY TAX FREE BOND FUND CLASS I (MTBIX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 400 MID CAP ETF (SPMD) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 600 SMALL CAP ETF (SPSM) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | JP MORGAN EQUITY INCOME FD I (HLIEX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | T ROWE PRICE DIVIDEND GROWTH FUND INV CL (PRDGX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares (VITFX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | JPMorgan Global Allocation Fund Class I Shares (GAOSX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | ISH TR CORE DIVID GROWTH ETF (DGRO) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | SPDR Portfolio S&P 500 ETF (SPLG) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | VANGUARD WORLD FD SHS ESG US STOCK ETF (ESGV) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | ALLSPRING STRATEGIC MUNICIPAL BOND FUND (STRIX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | MAINSTAY MACKAY TAX FREE BOND FUND CLASS I (MTBIX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 600 SMALL CAP ETF (SPSM) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | BLACKROCK GLOBAL ALLOCATION FD INC INSTL (MALOX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | JP MORGAN EQUITY INCOME FD I (HLIEX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | PACER US CASH COWS100 (COWZ) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | T ROWE PRICE DIVIDEND GROWTH FUND INV CL (PRDGX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Fidelity Fund (FFIDX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares (VITFX) | $50,001 - $100,000 | $75K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | JPMorgan Global Allocation Fund Class I Shares (GAOSX) | $50,001 - $100,000 | $75K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Lord Abbett Ultra Short Bond Fund Class F Shares (LUBFX) | $50,001 - $100,000 | $75K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | PIMCO Low Duration Income Fund Class I-2 Shares (PFTPX) | $50,001 - $100,000 | $75K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Smead Value Fund Class I1 Shares (SVFFX) | $50,001 - $100,000 | $75K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | T Rowe Price Dividend Growth Fund, Inc (PRDGX) | $50,001 - $100,000 | $75K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Alger Small Cap Focus Fund Class Z Shares (AGOZX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | iShares Core S&P Mid-Cap ETF (IJH) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | iShares Core S&P Small-Cap ETF (IJR) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Janus Henderson Enterprise Fund Class I Shares (JMGRX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | John Hancock Funds III International Growth Fund Class I Shares (GOGIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | MatthewsPacific Tiger Fund Institutional Class Shares (MIPTX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Touchstone Sands CapitalEmerging Markets Growth Fund Class Y Shares (TSEMX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Virtus KAR International Small-Cap Fund Class I Shares (VIISX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ALLSPRING SPECIAL SMALL CAP VALUE FUND (ESPNX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 400 MID CAP ETF (SPMD) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 600 SMALL CAP ETF (SPSM) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | VANGUARD WORLD FD SHS ESG INTERNATIONAL STOCK ETF (VSGX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Technology Select Sector SPDR Fund (XLK) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Vanguard FTSE All-World ex US Index Fund ETF Shares (VEU) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | US bank (cash) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ALLSPRING SPECIAL SMALL CAP VALUE FUND (ESPNX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ALLSPRING STRATEGIC MUNICIPAL BOND FUND (STRIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | JOHN HANCOCK INTL GROWTH FUND CL I (GOGIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | MAINSTAY MACKAY TAX FREE BOND FUND CLASS I (MTBIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 600 SMALL CAP ETF (SPSM) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | VANGUARD WORLD FD SHS ESG INTERNATIONAL STOCK ETF (VSGX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | VIRTUS KAR INTERNATIONAL SMALL MID CAP FUND CL I (VIISX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | US bank (cash) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Alger Small Cap Focus Fund Class Z Shares (AGOZX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | iShares Core S&P Mid-Cap ETF (IJH) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | iShares Core S&P Small-Cap ETF (IJR) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Janus Henderson Enterprise Fund Class I Shares (JMGRX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | JPMorgan Global Allocation Fund Class I Shares (GAOSX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Virtus KAR International Small-Cap Fund Class I Shares (VIISX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ALLSPRING SPECIAL SMALL CAP VALUE FUND (ESPNX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ISH TR CORE DIVID GROWTH ETF (DGRO) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 400 MID CAP ETF (SPMD) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 600 SMALL CAP ETF (SPSM) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | VANGUARD WORLD FD SHS ESG INTERNATIONAL STOCK ETF (VSGX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ALPS SMITH SHORT DURATION BD FD CL INSTL (SMDSX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ISHARES CORE S&P US VALUE ETF (IUSV) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | TRANSAMERICA SHORT TERM BOND FUND CL I (TSTIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Vanguard FTSE All-World ex US Index Fund ETF Shares (VEU) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | US bank (cash) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ALGER WEATHERBIE SPECIALIZED GROWTH FUND CLASS Z (ASMZX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ALLSPRING SPECIAL SMALL CAP VALUE FUND (ESPNX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ALLSPRING STRATEGIC MUNICIPAL BOND FUND (STRIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | VANGUARD WORLD FD SHS ESG INTERNATIONAL STOCK ETF (VSGX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | VIRTUS KAR INTERNATIONAL SMALL MID CAP FUND CL I (VIISX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ALLSPRING SPECIAL MID CAP VALUE FUND CL INSTL (WFMIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | BLACKROCK GLOBAL ALLOCATION FD INC INSTL (MALOX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | GS GQG PARTNERS INTL OPPS FD CL INSTL (GSIMX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | JP MORGAN GLOBAL ALLOCATION FUND CL I (GAOSX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | PACER US CASH COWS100 (COWZ) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SPDR DJ WLSHR MID CAP VALUE E (MDYV) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 500 H DIVID ETF SHS (SPYD) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Alger Small Cap Focus Fund Class Z Shares (AGOZX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | iShares Core S&P Mid-Cap ETF (IJH) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | iShares Core S&P Small-Cap ETF (IJR) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | Janus Henderson Enterprise Fund Class I Shares (JMGRX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | John Hancock Funds III International Growth Fund Class I Shares (GOGIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | ALLSPRING SPECIAL SMALL CAP VALUE FUND (ESPNX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | ALPS SMITH TOTAL RETURN (SMTHX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | ARTISAN INTERNATIONAL (APDKX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | JPMORGAN CORE BOND FD (WOBDX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | PACER US CASH COWS100 (COWZ) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | PIMCO INCOME FUND CL I2 (PONPX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | ISH TR CORE DIVID GROWTH ETF (DGRO) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 400 MID CAP ETF (SPMD) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 600 SMALL CAP ETF (SPSM) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | VANGUARD WORLD FD SHS ESG INTERNATIONAL STOCK ETF (VSGX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | ISHARES CORE S&P US VALUE ETF (IUSV) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | ALPS SMITH TOTAL RETURN (SMTHX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | JPMORGAN CORE BOND FD (WOBDX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | Technology Select Sector SPDR Fund (XLK) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | Vanguard FTSE All-World ex US Index Fund ETF Shares (VEU) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | US bank (cash) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | ALLSPRING SPECIAL SMALL CAP VALUE FUND (ESPNX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | VANGUARD WORLD FD SHS ESG INTERNATIONAL STOCK ETF (VSGX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | ALLSPRING SPECIAL MID CAP VALUE FUND CL INSTL (WFMIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | BLACKROCK GLOBAL ALLOCATION FD INC INSTL (MALOX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | GQG PARTNERS EMERGING MKTS EQ FD CL INSTL (GQGIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | GS GQG PARTNERS INTL OPPS FD CL INSTL (GSIMX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | JP MORGAN GLOBAL ALLOCATION FUND CL I (GAOSX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | PACER US CASH COWS100 (COWZ) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | SPDR DJ WLSHR MID CAP VALUE E (MDYV) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 500 H DIVID ETF SHS (SPYD) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | ALLSRING MUNICIPAL BOND (WMBIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | ARTISAN INTERNATIONAL (APDKK) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | NUVEEN INTM DUR MUNI (NUVBX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | LOM Strategies, LLC (security consulting, value reflects U.S. bank cash account) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Alger Small Cap Focus Fund Class Z Shares (AGOZX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | iShares Core S&P Mid-Cap ETF (IJH) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | iShares Core S&P Small-Cap ETF (IJR) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Janus Henderson Enterprise Fund Class I Shares (JMGRX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | John Hancock Funds III International Growth Fund Class I Shares (GOGIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | ALLSPRING SPECIAL SMALL CAP VALUE FUND (ESPNX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | ALPS SMITH TOTAL RETURN (SMTHX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | ARTISAN INTERNATIONAL (APDKX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | JPMORGAN CORE BOND FD (WOBDX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | PACER US CASH COWS100 (COWZ) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | PIMCO INCOME FUND CL I2 (PONPX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 400 MID CAP ETF (SPMD) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 600 SMALL CAP ETF (SPSM) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | VANGUARD WORLD FD SHS ESG INTERNATIONAL STOCK ETF (VSGX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | ISHARES CORE S&P US VALUE ETF (IUSV) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | ALPS SMITH TOTAL RETURN (SMTHX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | JPMORGAN CORE BOND FD (WOBDX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Industrial Select Sector SPDR Fund (XLI) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Technology Select Sector SPDR Fund (XLK) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Vanguard FTSE All-World ex US Index Fund ETF Shares (VEU) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | US bank (cash) | $15,001 - $50,000 | $33K | Interest | 2026-05-04 20:22 |
| Monaco, Lisa O | ALLSPRING SPECIAL SMALL CAP VALUE FUND (ESPNX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | VANGUARD WORLD FD SHS ESG INTERNATIONAL STOCK ETF (VSGX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | ALLSPRING SPECIAL MID CAP VALUE FUND CL INSTL (WFMIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | GQG PARTNERS EMERGING MKTS EQ FD CL INSTL (GQGIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | GS GQG PARTNERS INTL OPPS FD CL INSTL (GSIMX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | JP MORGAN GLOBAL ALLOCATION FUND CL I (GAOSX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | SPDR DJ WLSHR MID CAP VALUE E (MDYV) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | SPDR PORTFOLIO S&P 500 H DIVID ETF SHS (SPYD) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | ALLSRING MUNICIPAL BOND (WMBIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | ARTISAN INTERNATIONAL (APDKK) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | NUVEEN INTM DUR MUNI (NUVBX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | FedFund Institutional Shares (TFDXX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Fidelity Worldwide Fund (FWWFX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Fidelity International Small Cap Fund (FISMX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Fidelity 500 Index Fund (FXAIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | FidelityPacific Basin Fund (FPBFX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Baron Growth Fund Institutional Class Shares (BGRIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Alger Small Cap Focus Fund Class Z Shares (AGOZX) | $15,001 - $50,000 | $33K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | $15,001 - $50,000 | $33K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | iShares Core S&P Mid-Cap ETF (IJH) | $15,001 - $50,000 | $33K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | iShares Core S&P Small-Cap ETF (IJR) | $15,001 - $50,000 | $33K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Janus Henderson Enterprise Fund Class I Shares (JMGRX) | $15,001 - $50,000 | $33K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | John Hancock Funds III International Growth Fund Class I Shares (GOGIX) | $15,001 - $50,000 | $33K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | MatthewsPacific Tiger Fund Institutional Class Shares (MIPTX) | $15,001 - $50,000 | $33K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Touchstone Sands CapitalEmerging Markets Growth Fund Class Y Shares (TSEMX) | $15,001 - $50,000 | $33K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Virtus KAR International Small-Cap Fund Class I Shares (VIISX) | $15,001 - $50,000 | $33K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Communication Services Select Sector SPDR Fund (XLC) | $15,001 - $50,000 | $33K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Consumer Discretionary Select Sector SPDR Fund (XLY) | $15,001 - $50,000 | $33K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | First Trust Dow Jones Internet Index Fund (FDN) | $15,001 - $50,000 | $33K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | First Trust Cloud Computing ETF (SKYY) | $15,001 - $50,000 | $33K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Health Care Select Sector SPDR Fund (XLV) | $15,001 - $50,000 | $33K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Vanguard Information Technology Index Fund ETF Class Shares (VGT) | $15,001 - $50,000 | $33K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Vanguard Industrials Index Fund ETF Class Shares (VIS) | $15,001 - $50,000 | $33K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | US Bank (Cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | US Bank (Cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | WISDOMTREE EMERGING MARK (XSOE) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Industrial Select Sector SPDR Fund (XLI) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SPDR Portfolio Short Term Corporate Bond ETF (SPSB) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | VanguardPacific Stock Index FundVanguard FTSEPacific ETF Shares (VPL) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ALGER WEATHERBIE SPECIALIZED GROWTH FUND CLASS Z (ASMZX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF (AAXJ) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ISHARES TR RUSSELL 2000 ETF (IWM) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | U.S. bank #1 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | John Hancock Funds III International Growth Fund Class I Shares (GOGIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Touchstone Sands CapitalEmerging Markets Growth Fund Class Y Shares (TSEMX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | US bank (Cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ISHARES CORE S&P US VALUE ETF (IUSV) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | US bank (Cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | WISDOMTREE EMERGING MARK (XSOE) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ISHARES ESG AWARE MSCI EAFE ETF (ESGD) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Industrial Select Sector SPDR Fund (XLI) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Technology Select Sector SPDR Fund (XLK) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | VanguardPacific Stock Index FundVanguard FTSEPacific ETF Shares (VPL) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF (AAXJ) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | ISHARES TR RUSSELL 2000 ETF (IWM) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | GQG PARTNERS EMERGING MKTS EQ FD CL INSTL (GQGIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | TOUCHSTONE SANDS CAPITAL EMERG MKTS GRWTH FD CL Y (TSEMX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | US bank (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | U.S. bank #1 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Touchstone Sands CapitalEmerging Markets Growth Fund Class Y Shares (TSEMX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | US bank (Cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | ISHARES CORE S&P US VALUE ETF (IUSV) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | US bank (Cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | WISDOMTREE EMERGING MARK (XSOE) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | ISHARES ESG AWARE MSCI EAFE ETF (ESGD) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | Industrial Select Sector SPDR Fund (XLI) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | Vanguard Pacific Stock Index FundVanguard FTSEPacific ETF Shares (VPL) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF (AAXJ) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | TOUCHSTONE SANDS CAPITAL EMERG MKTS GRWTH FD CL Y (TSEMX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | U.S. bank #1 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:21 |
| Monaco, Lisa O | Touchstone Sands CapitalEmerging Markets Growth Fund Class Y Shares (TSEMX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | US bank (Cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | ISHARES CORE S&P US VALUE ETF (IUSV) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | US bank (Cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | WISDOMTREE EMERGING MARK (XSOE) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | ISHARES ESG AWARE MSCI EAFE ETF (ESGD) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Vanguard Pacific Stock Index FundVanguard FTSEPacific ETF Shares (VPL) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF (AAXJ) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | TOUCHSTONE SANDS CAPITAL EMERG MKTS GRWTH FD CL Y (TSEMX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | U.S. bank #1 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Fidelity Diversified International Fund (FDIVX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Fidelity Overseas Fund (FOSFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Fidelity Europe Fund (FIEUX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Vanguard Windsor Fund Investor Shares (VWNDX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | $1,001 - $15,000 | $8K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | iShares Nasdaq Biotechnology ETF (IBB) | $1,001 - $15,000 | $8K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Proshares Online Retail ETF (ONLN) | $1,001 - $15,000 | $8K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Financial Select Sector SPDR Fund (XLF) | $1,001 - $15,000 | $8K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Vanguard Consumer Staples Index Fund ETF Shares (VDC) | $1,001 - $15,000 | $8K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Vanguard Materials Index Fund ETF Shares (VAW) | $1,001 - $15,000 | $8K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Cafe Media (fee receivable and eligible to receive vested restricted stock units) | $1,001 - $15,000 | $8K | – | 2026-07-18 19:29 |
| Monaco, Lisa O | Cognosante LLC (Health care technology) vested restricted stock units (Repurchased upon resignation) | $0 - $1,000 | $500 | Cash payment | 2026-05-04 20:20 |
| Monaco, Lisa O | Communication Services Select Sector SPDR Fund (XLC) | $0 - $1,000 | $500 | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Health Care Select Sector SPDR Fund (XLV) | $0 - $1,000 | $500 | – | 2026-05-04 20:20 |
| Monaco, Lisa O | iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | $0 - $1,000 | $500 | – | 2026-05-04 20:20 |
| Monaco, Lisa O | iShares 0-5 Year TIPS Bond ETF (STIP) | $0 - $1,000 | $500 | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Consumer Staples Select Sector SPDR Fund (XLP) | $0 - $1,000 | $500 | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Energy Select Sector SPDR Fund (XLE) | $0 - $1,000 | $500 | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Financial Select Sector SPDR Fund (XLF) | $0 - $1,000 | $500 | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares (VCIT) | $0 - $1,000 | $500 | – | 2026-05-04 20:20 |
| Monaco, Lisa O | Lyft, Inc. (LYFT) | $0 - $1,000 | $500 | Capital Gains | 2026-05-04 20:20 |
| Monaco, Lisa O | Abbott Laboratories (ABT) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | AbbVie, Inc. (ABBV) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Accenture Plc (ACN) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Air Products and Chemicals, Inc. (APD) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | American Express Co. (AXP) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | AmerisourceBergen Corp. (ABC) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Amgen Inc. (AMGN) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Analog Devices, Inc. (ADI) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Apple, Inc. (AAPL) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Automatic Data Processing, Inc. (ADP) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | BlackRock, Inc. (BLK) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Bristol-Myers Squibb (BMY) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Broadcom, Inc. (AVGO) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Capital One Financial Corp. (COF) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Cisco Systems, Inc. (CSCO) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | CME Group, Inc. (CME) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | The Coca-Cola Co. (KO) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Comcast Corp. (CMCSA) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Crown Castle International Corp. (CCI) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Deere & Co. (DE) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Dover Corp. (DOV) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Eaton Corp. Plc (ETN) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Eli Lilly & Co. (LLY) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Fidelity National Information Services, Inc. (FIS) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Arthur J. Gallagher & Co. (AJG) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Hartford Finl Services Group (HIG) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | The Home Depot, Inc. (HD) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Honeywell International, Inc. (HON) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Illinois Tool Works, Inc. (ITW) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Johnson & Johnson (JNJ) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | JPMorgan Chase & Co. (JPM) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Lockheed Martin Corp. (LMT) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Marsh & McLennan Cos., Inc. (MMC) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | McDonald's Corp. (MCD) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Medtronic Plc (MDT) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | MetLife, Inc. (MET) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Microsoft Corp. (MSFT) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Mondelez International, Inc. (MDLZ) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | NextEra Energy, Inc. (NEE) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Norfolk Southern Corp. (NSC) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Parker-Hannifin Corp. (PH) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Paychex, Inc. (PAYX) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | PepsiCo, Inc. (PEP) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Philip Morris International, Inc. (PM) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | The PNC Financial Services Group, Inc. (PNC) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | PPG Industries, Inc. (PPG) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | T. Rowe Price Group, Inc. (TROW) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Procter & Gamble Co. (PG) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Progressive Corp. (PGR) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Prologis, Inc. (PLD) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | QUALCOMM, Inc. (QCOM) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Raytheon Co. (RTN) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Republic Services, Inc. (RSG) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | The Charles Schwab Corp. (SCHW) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Sempra Energy (SRE) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Stanley Black & Decker, Inc. (SWK) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Starbucks Corp. (SBUX) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Sysco Corp. (SYY) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Texas Instruments Incorporated (TXN) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | UnitedHealth Group, Inc. (UNH) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | U.S. Bancorp (USB) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Verizon Communications, Inc. (VZ) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Walmart, Inc. (WMT) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | WEC Energy Group, Inc. (WEC) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Xcel Energy, Inc. (XEL) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Morgan Stanley (MS) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | The TJX Cos., Inc. (TJX) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Truist Financial Corp (TFC) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
| Monaco, Lisa O | Trane Technologies PLC (TT) | $0 - $1,000 | $500 | Dividends Capital Gain | 2026-05-04 20:20 |
Liabilities
showing 2 of 2 matching rows — search reaches all 2
| Official | Creditor | Type | Amount (band) | Mid $ ▼ | Year | Rate | Processed (UTC) |
|---|---|---|---|---|---|---|---|
| Monaco, Lisa O | Chase Bank Credit Card | $15,001 - | – | – | 28% | – | 2026-05-04 20:22 |
| Monaco, Lisa O | Chase Bank Credit Card | $50,000 | – | – | – | – | 2026-05-04 20:22 |
Positions held outside government
showing 31 of 31 matching rows — search reaches all 31
| Official ▲ | Organization | Position | Org type | From | To | Processed (UTC) |
|---|---|---|---|---|---|---|
| Monaco, Lisa O | O'Melveny & Myers LLP | Non-equity Partner | Law Firm | 3/2019 | 4/2021 | 2026-05-04 20:20 |
| Monaco, Lisa O | New York University School of Law | Distinguished Senior Fellow/Adjunct Prof | University/College | 2/2017 | 4/2021 | 2026-05-04 20:20 |
| Monaco, Lisa O | Accenture Federal Services | Member, Board of Managers | Corporation | 12/2017 | 4/2021 | 2026-05-04 20:20 |
| Monaco, Lisa O | Cognosante LLC | Member, Board of Advisors | Corporation | 10/2017 | 4/2021 | 2026-05-04 20:20 |
| Monaco, Lisa O | Hostage US | Member, Board of Directors | Non-Profit | 3/2018 | 4/2021 | 2026-05-04 20:20 |
| Monaco, Lisa O | Bipartisan Commission on Biodefense/Hudson Institute | Commissioner | Non-Profit | 3/2018 | 4/2021 | 2026-05-04 20:20 |
| Monaco, Lisa O | Alclear LLC | Member, Security Advisory Board | Corporation | 6/2019 | 4/2021 | 2026-05-04 20:20 |
| Monaco, Lisa O | LOM Strategies, LLC | Manager | Corporation | 3/2017 | Present | 2026-05-04 20:20 |
| Monaco, Lisa O | Aspen Institute | Co-Chair, Cybersecurity Group | Non-Profit | 1/2018 | 4/2021 | 2026-05-04 20:20 |
| Monaco, Lisa O | Watson Institute for International and Public Affairs Board of Overseers, Brown | Member, Board of Overseers | University/College | 5/2019 | 4/2021 | 2026-05-04 20:20 |
| Monaco, Lisa O | Cafe Media | Consultant | Corporation | 8/2020 | 1/2021 | 2026-05-04 20:20 |
| Monaco, Lisa O | PT Fund, Inc. (Presidential Transition Team) | Volunteer Advisor | Non-Profit | 9/2020 | 1/2021 | 2026-05-04 20:20 |
| Monaco, Lisa O | LOM Strategies, LLC | Corporation Manager | Corporation Manager | 3/2017 | Present | 2026-05-04 20:20 |
| Monaco, Lisa O | LOM Strategies, LLC | Corporation Manager | Corporation Manager | 3/2017 | Present | 2026-05-04 20:21 |
| Monaco, Lisa O | LOM Strategies, LLC | Corporation Manager | Corporation Manager | 3/2017 | Present | 2026-05-04 20:22 |
| Monaco, Lisa O | Inherited IRA Trust | Trust Trustee | Trust Trustee | 4/2024 | Present | 2026-05-04 20:22 |
| Monaco, Lisa O | O'Melveny & Myers LLP | Non-equity Partner | Law Firm | 3/2019 | Present | 2026-07-18 19:29 |
| Monaco, Lisa O | New York University School of Law | Distinguished Senior Fellow/Adjunct Prof | University/College | 2/2017 | Present | 2026-07-18 19:29 |
| Monaco, Lisa O | Accenture Federal Services | Member, Board of Managers | Corporation | 12/2017 | Present | 2026-07-18 19:29 |
| Monaco, Lisa O | Cognosante LLC | Member, Board of Advisors | Corporation | 10/2017 | Present | 2026-07-18 19:29 |
| Monaco, Lisa O | Hostage US | Member, Board of Directors | Non-Profit | 3/2018 | Present | 2026-07-18 19:29 |
| Monaco, Lisa O | WestExec Advisors, LLC | Principal/Advisor | Corporation | 1/2018 | 8/2020 | 2026-07-18 19:29 |
| Monaco, Lisa O | Bipartisan Commission on Biodefense/Hudson Institute | Commissioner | Non-Profit | 3/2018 | Present | 2026-07-18 19:29 |
| Monaco, Lisa O | Alclear LLC | Member, Security Advisory Board | Corporation | 6/2019 | Present | 2026-07-18 19:29 |
| Monaco, Lisa O | LOM Strategies, LLC | Manager | Corporation | 3/2017 | Present | 2026-07-18 19:29 |
| Monaco, Lisa O | Aspen Institute | Co-Chair, Cybersecurity Group | Non-Profit | 1/2018 | Present | 2026-07-18 19:29 |
| Monaco, Lisa O | Watson Institute for International and Public Affairs Board of Overseers, Brown | Member, Board of Overseers | University/College | 5/2019 | Present | 2026-07-18 19:29 |
| Monaco, Lisa O | The Belfer Center for Science and International Affairs, Harvard University | Non-Resident Senior Fellow | University/College | 1/2017 | 12/2019 | 2026-07-18 19:29 |
| Monaco, Lisa O | Cafe Media | Consultant | Corporation | 8/2020 | Present | 2026-07-18 19:29 |
| Monaco, Lisa O | Turner Broadcasting Systems, Inc. | Senior National Security Analyst | Corporation | 3/2017 | 11/2020 | 2026-07-18 19:29 |
| Monaco, Lisa O | PT Fund, Inc. (Presidential Transition Team) | Volunteer Advisor | Non-Profit | 9/2020 | 1/2021 | 2026-07-18 19:29 |
Employment agreements & arrangements
showing 20 of 20 matching rows — search reaches all 20
| Official ▲ | Employer / party | Status & terms | Date | Processed (UTC) |
|---|---|---|---|---|
| Monaco, Lisa O | New York University School of Law | I continue to be a beneficiary of this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2017 | 2026-05-04 20:20 |
| Monaco, Lisa O | O'Melveny & Myers LLP | I continue to be a beneficiary of this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 3/2019 | 2026-05-04 20:20 |
| Monaco, Lisa O | LOM Strategies LLC | My consulting business continues to be inactive during my appointment. | 2/2021 | 2026-05-04 20:20 |
| Monaco, Lisa O | Cognosante LLC | Pursuant to company's director compensation plan, upon my resignation the company repurchased my vested restricted stock units and I received a cash payout. | 4/2021 | 2026-05-04 20:20 |
| Monaco, Lisa O | New York University School of Law | I continue to be a beneficiary of this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2017 | 2026-05-04 20:20 |
| Monaco, Lisa O | O'Melveny & Myers LLP | I continue to be a beneficiary of this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 3/2019 | 2026-05-04 20:20 |
| Monaco, Lisa O | LOM Strategies LLC | My consulting business continues to be inactive during my appointment. | 2/2021 | 2026-05-04 20:20 |
| Monaco, Lisa O | New York University School of Law | I continue to be a beneficiary of this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2017 | 2026-05-04 20:21 |
| Monaco, Lisa O | O'Melveny & Myers LLP | I continue to be a beneficiary of this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 3/2019 | 2026-05-04 20:21 |
| Monaco, Lisa O | LOM Strategies LLC | My consulting business continues to be inactive during my appointment. | 2/2021 | 2026-05-04 20:21 |
| Monaco, Lisa O | New York University School of Law | I continue to be a beneficiary of this defined contribution plan. The plan sponsor has not made further contributions following my separation. | 2/2017 | 2026-05-04 20:22 |
| Monaco, Lisa O | O'Melveny & Myers LLP | I continue to be a beneficiary of this defined contribution plan. The plan sponsor has not made further contributions following my separation. | 3/2019 | 2026-05-04 20:22 |
| Monaco, Lisa O | LOM Strategies LLC | My consulting business has been inactive during my appointment. | 2/2021 | 2026-05-04 20:22 |
| Monaco, Lisa O | New York University | Employment agreement with New York University. Starting work as a Scholar in February 2025. | 1/2025 | 2026-05-04 20:22 |
| Monaco, Lisa O | New York University School of Law | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2017 | 2026-07-18 19:29 |
| Monaco, Lisa O | O'Melveny & Myers LLP | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 3/2019 | 2026-07-18 19:29 |
| Monaco, Lisa O | Cognosante LLC (restricted stock units) | Pursuant to the company's director compensation plan, upon my resignation the company will repurchase my vested restricted stock units and I will receive a cash payout. | 10/2017 | 2026-07-18 19:29 |
| Monaco, Lisa O | O'Melveny & Myers LLP | Pursuant to firm practice, I will receive a bonus for services rendered in 2020. I will not receive a bonus for 2021. | 3/2019 | 2026-07-18 19:29 |
| Monaco, Lisa O | Cafe Media | Pursuant to a compensation agreement entered into for work performed in 2020, I will receive a lump sum cash payment and am eligible to receive vested restricted stock units in Cafe Media, a privately held company. I will forfeit my eligibility to receive the vested restricted stock units and will not receive any additional payments or vested restricted stock units. | 7/2020 | 2026-07-18 19:29 |
| Monaco, Lisa O | LOM Strategies LLC | My consulting business will be inactive during my appointment and all outstanding client fees will be fixed before I enter government service. | 2/2021 | 2026-07-18 19:29 |
Source: U.S. Office of Government Ethics (public financial disclosure reports). Officials disclose amounts as ranges; dollar figures use range midpoints. Figures are informational estimates and may contain extraction errors. Nothing here is investment advice or an accusation of wrongdoing.