Zais, Mitchell M
Deputy Secretary
Disclosed trades
504
Purchases (all, mid $)
$3.3M
Sales (all, mid $)
$1.2M
Disclosed assets
373
All disclosed trades
Every extracted transaction (504 rows) — undated rows come from scans whose date was unreadable; • = repaired from scan, × = name unreadable
showing 400 of 504 matching rows — search reaches all 504
| Date ▼ | Official | Role | Asset | Type | Amount (band) | Mid $ | Note | Processed (UTC) |
|---|---|---|---|---|---|---|---|---|
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Apple, Inc. (AAPL) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Bank of America Corp. (BAC) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Blackstone Group inc | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Comcast Corp. (CMCSA) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Corning, Inc. (GLW) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | (DOW) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Exxon Mobil Corp. (XOM) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Fidelity National Financial, Inc. (FNF) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | General Mills, Inc. (GIS) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | General Motors Co. (GM) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Johnson & Johnson (JNJ) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Eli Lilly & Co. (LLY) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | (MDT) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Mercury General Corp. (MCY) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Microsoft Corp. (MSFT) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Phillips 66 (PSX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Sysco Corp. (SYY) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | TempletonGlobal Income Fund (GIM) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Tot | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | U.S. Bancorp (USB) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Visa, Inc. (V) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | The Walt Disney Co. (DIS) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | WestRock Co. (WRK) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | The Williams Cos., Inc. (WMB) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Schwab US Mid-Cap ETF (SCHM) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | First TrustNorth American Energy Infrastructure Fund (EMLP) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Qual | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | SchwabEmerging Markets Equity ETF (SCHE) | buy | $15,001 - $50,000 | $33K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Schwab International Equity ETF (SCHF) | buy | $15,001 - $50,000 | $33K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Schwab US Small-Cap ETF (SCHA) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | TCWEmerging Markets Income Fund Class I Shares (TGEIX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Emerging Markets Fund Institutional Class Shares (DEMIX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | International Equity Portfolio Institutional Class Z Shares (HLIZX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Nep | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-11 | Zais, Mitchell M | Deputy Secretary | Weyerhaeuser Co. (WY) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-08 | Zais, Mitchell M | Deputy Secretary | 3M Co. (MMM) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-07 | Zais, Mitchell M | Deputy Secretary | (VOD) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-05 | Zais, Mitchell M | Deputy Secretary | At&t inc | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2021-01-04 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 23:49 | |
| 2020-12-22 | Zais, Mitchell M | Deputy Secretary | Enbridge inc | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-12-22 | Zais, Mitchell M | Deputy Secretary | Public Service Enterprise Group, Inc. (PEG) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-12-22 | Zais, Mitchell M | Deputy Secretary | RTX | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-20 | Zais, Mitchell M | Deputy Secretary | American Beacon International Equity Fund Class Y Shares (ABEYX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | T | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | Ares capital corp | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | Dow, Inc. (DOW) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | Exxon Mobil Corp. (XOM) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | General Mills, Inc. (GIS) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | General Motors Co. (GM) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | Golub capital BDOC inc | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | International Paper Co. (IP) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | Mercury General Corp. (MCY) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | Phillips 66 (PSX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | Seagate Technology Plc (STX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | Sysco Corp. (SYY) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | TC energy corp | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | TempletonGlobal Income Fund (GIM) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | Total s e disc coml | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | U.S. Bancorp (USB) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | Verizon Communications, Inc. (VZ) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | VOD | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | WestRock Co. (WRK) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | 3M Co. (MMM) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | First TrustNorth American Energy Infrastructure Fund (EMLP) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | (Qual) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | USAA High Income Fund Institutional Class Shares (UIHIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Class Shares (UIINX) | sell | $50,001 - $100,000 | $75K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-10-15 | Zais, Mitchell M | Deputy Secretary | Gaming & Leisure Properties, Inc. (GLPI) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-15 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-15 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Class Shares (UIINX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-15 | Zais, Mitchell M | Deputy Secretary | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-15 | Zais, Mitchell M | Deputy Secretary | American Beacon International Equity Fund Class Y Shares (ABEYX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-15 | Zais, Mitchell M | Deputy Secretary | AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-15 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-15 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-09-15 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Class Shares (UIINX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-09-15 | Zais, Mitchell M | Deputy Secretary | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-09-15 | Zais, Mitchell M | Deputy Secretary | American Beacon International Equity Fund Class Y Shares (ABEYX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-09-15 | Zais, Mitchell M | Deputy Secretary | AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-09-15 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | Harding Loevner International Equity Portfolio Institutional Class Z Shares (HLIZX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | USAA Managed Allocation Fund (UMAFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Class Shares (UIINX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | Emerging Markets Fund Institutional Class Shares (DEMIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | American Beacon International Equity Fund Class Y Shares (ABEYX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | International Equity Portfolio Institutional Class Z Shares (HLIZX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | International Equity Portfolio Institutional Class Z Shares (HLIZX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | USAA Managed Allocation Fund (UMAFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | Harding Loevner International Equity Portfolio Institutional Class Z Shares (HLIZX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | USAA Managed Allocation Fund (UMAFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-09-14 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-09-09 | Zais, Mitchell M | Deputy Secretary | Delaware Emerging Markets Fund Institutional Class Shares (DEMIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-09 | Zais, Mitchell M | Deputy Secretary | Delaware Emerging Markets Fund Institutional Class Shares (DEMIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-09-08 | Zais, Mitchell M | Deputy Secretary | PIMCO RAEEmerging Markets Fund Institutional Class Shares (PEIFX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-08 | Zais, Mitchell M | Deputy Secretary | PIMCO RAEEmerging Markets Fund Institutional Class Shares (PEIFX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-09-08 | Zais, Mitchell M | Deputy Secretary | PIMCO RAEEmerging Markets Fund Institutional Class Shares (PEIFX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-08-19 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Class Shares (UIINX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-08-19 | Zais, Mitchell M | Deputy Secretary | USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-08-19 | Zais, Mitchell M | Deputy Secretary | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-08-19 | Zais, Mitchell M | Deputy Secretary | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-08-19 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-08-19 | Zais, Mitchell M | Deputy Secretary | International Equity Portfolio Institutional Class Z Shares (HLIZX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-08-19 | Zais, Mitchell M | Deputy Secretary | Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-08-19 | Zais, Mitchell M | Deputy Secretary | USAA Managed Allocation Fund (UMAFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-08-19 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-08-19 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-31 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-31 | Zais, Mitchell M | Deputy Secretary | USAA High Income Fund Institutional Class Shares (UIHIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-31 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Class Shares (UIINX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-31 | Zais, Mitchell M | Deputy Secretary | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-31 | Zais, Mitchell M | Deputy Secretary | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-31 | Zais, Mitchell M | Deputy Secretary | American Beacon International Equity Fund Class Y Shares (ABEYX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-31 | Zais, Mitchell M | Deputy Secretary | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-31 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-31 | Zais, Mitchell M | Deputy Secretary | International Equity Portfolio Institutional Class Z Shares (HLIZX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-31 | Zais, Mitchell M | Deputy Secretary | Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-31 | Zais, Mitchell M | Deputy Secretary | USAA Managed Allocation Fund (UMAFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-31 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-31 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-31 | Zais, Mitchell M | Deputy Secretary | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-31 | Zais, Mitchell M | Deputy Secretary | American Beacon International Equity Fund Class Y Shares (ABEYX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-24 | Zais, Mitchell M | Deputy Secretary | iShares Core 1-5 Year USD Bond ETF (ISTB) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-24 | Zais, Mitchell M | Deputy Secretary | iShares Core 1-5 Year USD Bond ETF (ISTB) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-07-22 | Zais, Mitchell M | Deputy Secretary | Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Class Shares (VTIP) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-22 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-22 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-22 | Zais, Mitchell M | Deputy Secretary | Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Class Shares (VTIP) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-07-15 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-15 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Class Shares (UIINX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-15 | Zais, Mitchell M | Deputy Secretary | USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-15 | Zais, Mitchell M | Deputy Secretary | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-15 | Zais, Mitchell M | Deputy Secretary | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-15 | Zais, Mitchell M | Deputy Secretary | American Beacon International Equity Fund Class Y Shares (ABEYX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-15 | Zais, Mitchell M | Deputy Secretary | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-15 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-15 | Zais, Mitchell M | Deputy Secretary | International Equity Portfolio Institutional Class Z Shares (HLIZX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-15 | Zais, Mitchell M | Deputy Secretary | USAA Managed Allocation Fund (UMAFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-15 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-15 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-07-15 | Zais, Mitchell M | Deputy Secretary | AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-24 | Zais, Mitchell M | Deputy Secretary | Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-24 | Zais, Mitchell M | Deputy Secretary | Broadcom, Inc. (AVGO) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-24 | Zais, Mitchell M | Deputy Secretary | ConocoPhillips (COP) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-24 | Zais, Mitchell M | Deputy Secretary | Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-06-24 | Zais, Mitchell M | Deputy Secretary | Broadcom, Inc. (AVGO) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-06-24 | Zais, Mitchell M | Deputy Secretary | ConocoPhillips (COP) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-06-22 | Zais, Mitchell M | Deputy Secretary | The Hershey Co. (HSY) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-22 | Zais, Mitchell M | Deputy Secretary | ConocoPhillips (COP) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-22 | Zais, Mitchell M | Deputy Secretary | Broadcom, Inc. (AVGO) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-22 | Zais, Mitchell M | Deputy Secretary | Raytheon Co. (RTN) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-22 | Zais, Mitchell M | Deputy Secretary | Broadcom, Inc. (AVGO) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-22 | Zais, Mitchell M | Deputy Secretary | ConocoPhillips (COP) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-22 | Zais, Mitchell M | Deputy Secretary | The Hershey Co. (HSY) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-22 | Zais, Mitchell M | Deputy Secretary | The Hershey Co. (HSY) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-22 | Zais, Mitchell M | Deputy Secretary | Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-22 | Zais, Mitchell M | Deputy Secretary | Broadcom, Inc. (AVGO) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-06-22 | Zais, Mitchell M | Deputy Secretary | ConocoPhillips (COP) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-06-22 | Zais, Mitchell M | Deputy Secretary | The Hershey Co. (HSY) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-06-22 | Zais, Mitchell M | Deputy Secretary | The Hershey Co. (HSY) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-06-22 | Zais, Mitchell M | Deputy Secretary | Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-06-22 | Zais, Mitchell M | Deputy Secretary | Raytheon Co. (RTN) | sell | $1,001 - $15,000 | $8K | 2026-05-04 22:29 | |
| 2020-06-22 | Zais, Mitchell M | Deputy Secretary | Broadcom, Inc. (AVGO) | buy | $1,001 - $15,000 | $8K | 2026-05-04 22:29 | |
| 2020-06-22 | Zais, Mitchell M | Deputy Secretary | ConocoPhillips (COP) | buy | $1,001 - $15,000 | $8K | 2026-05-04 22:29 | |
| 2020-06-22 | Zais, Mitchell M | Deputy Secretary | The Hershey Co. (HSY) | buy | $1,001 - $15,000 | $8K | 2026-05-04 22:29 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Shares (UIINX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | American Beacon International Equity Fund Class Y Shares (ABEYX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | Harding Loevner International Equity Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | USAA Managed Allocation Fund (UMAFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | American Beacon International Equity Fund Class Y Shares (ABEYX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | International Equity Portfolio Institutional Class Z Shares (HLIZX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Class Shares (UIINX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | USAA Managed Allocation Fund (UMAFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 22:29 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Shares (UIINX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 22:29 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 22:29 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 22:29 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 22:29 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | American Beacon International Equity Fund Class Y Shares (ABEYX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 22:29 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 22:29 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 22:29 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | Harding Loevner International Equity Portfolio | buy | $1,001 - $15,000 | $8K | 2026-05-04 22:29 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | USAA Managed Allocation Fund (UMAFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 22:29 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 22:29 | |
| 2020-06-12 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 22:29 | |
| 2020-05-27 | Zais, Mitchell M | Deputy Secretary | Schwab Government Money Fund | buy | $15,001 - $50,000 | $33K | 2026-05-04 23:49 | |
| 2020-05-27 | Zais, Mitchell M | Deputy Secretary | Schwab Government Money Fund | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-27 | Zais, Mitchell M | Deputy Secretary | Schwab Government Money Fund | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-27 | Zais, Mitchell M | Deputy Secretary | Schwab Government Money Fund Sweep Class Shares (SWGXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-27 | Zais, Mitchell M | Deputy Secretary | Schwab Government Money Fund Sweep Class Shares (SWGXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-27 | Zais, Mitchell M | Deputy Secretary | Schwab Government Money Fund Sweep Class Shares (SWGXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-27 | Zais, Mitchell M | Deputy Secretary | Schwab Government Money Fund | buy | $15,001 - $50,000 | $33K | 2026-05-04 22:29 | |
| 2020-05-27 | Zais, Mitchell M | Deputy Secretary | Schwab Government Money Fund | buy | $1,001 - $15,000 | $8K | 2026-05-04 22:29 | |
| 2020-05-27 | Zais, Mitchell M | Deputy Secretary | Schwab Government Money Fund | buy | $1,001 - $15,000 | $8K | 2026-05-04 22:29 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond Fund (BCOIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs International Small Cap Insights Fund (GICIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | Harding Loevner International Equity Portfolio (HLMIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | USAA Managed Allocation Fund (UMAFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Shares (UIINX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R Shares (GETGX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs intnat sm cap | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | Harding loevner intl equity port | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | USAA Managed Allocation Fund (UMAFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | USAA Growth & Income Fund Institutional Class Shares (UIGIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond Fund (BCOIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs International Small Cap Insights Fund (GICIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | Harding Loevner International Equity Portfolio (HLMIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | USAA Managed Allocation Fund (UMAFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Shares (UIINX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-18 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R Shares (GETGX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-14 | Zais, Mitchell M | Deputy Secretary | AT&T INC COM USD1 (T) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-14 | Zais, Mitchell M | Deputy Secretary | Apple INC Com (AAPL) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-14 | Zais, Mitchell M | Deputy Secretary | Boeing co com (BA) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-14 | Zais, Mitchell M | Deputy Secretary | AT&T INC COM USD1 (T) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-14 | Zais, Mitchell M | Deputy Secretary | Apple INC Com (AAPL) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-14 | Zais, Mitchell M | Deputy Secretary | Boeing co com (BA) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-12 | Zais, Mitchell M | Deputy Secretary | AT&T INC COM USD1 (T) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-12 | Zais, Mitchell M | Deputy Secretary | Apple, Inc. (AAPL) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-12 | Zais, Mitchell M | Deputy Secretary | AT&T INC COM USD1 (T) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-12 | Zais, Mitchell M | Deputy Secretary | Apple, Inc. (AAPL) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond (BCOIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | American Beacon AHL Managed Futures Strategy F (AHLIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs International Small Cap Insights Fund (GICIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | Harding Loevner International Equity Portfolio (HLMIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | USAA Managed Allocation Fund (UMAFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Shares (UIINX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth and Income Fund Admiral Shares (VGIAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | American Beacon International Equity Fund Class Y (ABEYX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | American beacon intl equity y | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond Fund Investor Class Shares (BCOSX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs intnat sm cap | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | Harding loevner intl equity port | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | USAA Managed Allocation Fund (UMAFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Class Shares (UIINX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | American Beacon International Equity Fund Class R5 Shares (AAIEX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | American Beacon AHL Managed Futures Strategy F (AHLIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond (BCOIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs International Small Cap Insights Fund (GICIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | Harding Loevner International Equity Portfolio (HLMIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | USAA Managed Allocation Fund (UMAFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Shares (UIINX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth and Income Fund Admiral Shares (VGIAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-05-06 | Zais, Mitchell M | Deputy Secretary | American Beacon International Equity Fund Class Y (ABEYX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-04-24 | Zais, Mitchell M | Deputy Secretary | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-24 | Zais, Mitchell M | Deputy Secretary | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-24 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-24 | Zais, Mitchell M | Deputy Secretary | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-24 | Zais, Mitchell M | Deputy Secretary | American Beacon International Equity Fund Class Y Shares (ABEYX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-24 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Class Shares (UIINX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-24 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-24 | Zais, Mitchell M | Deputy Secretary | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-04-24 | Zais, Mitchell M | Deputy Secretary | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-04-24 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-04-24 | Zais, Mitchell M | Deputy Secretary | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-04-24 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Class Shares (UIINX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-04-24 | Zais, Mitchell M | Deputy Secretary | American Beacon International Equity Fund Class Y Shares (ABEYX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-04-24 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-04-21 | Zais, Mitchell M | Deputy Secretary | American Beacon International Equity Fund Class Y Shares (ABEYX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-21 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-21 | Zais, Mitchell M | Deputy Secretary | USAA Managed Allocation Fund (UMAFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-21 | Zais, Mitchell M | Deputy Secretary | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-21 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Class Shares (UIINX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-21 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-21 | Zais, Mitchell M | Deputy Secretary | International Equity Portfolio Institutional Class Z Shares (HLIZX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-21 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-21 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-03 | Zais, Mitchell M | Deputy Secretary | iSharesJPMorgan USDEmerging Markets Bond ETF (EMB) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-03 | Zais, Mitchell M | Deputy Secretary | iShares Core MSCI EAFE ETF (IEFA) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-03 | Zais, Mitchell M | Deputy Secretary | International Equity Portfolio Institutional Class Z Shares (HLIZX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-03 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-03 | Zais, Mitchell M | Deputy Secretary | American Beacon International Equity Fund Class Y Shares (ABEYX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-03 | Zais, Mitchell M | Deputy Secretary | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-03 | Zais, Mitchell M | Deputy Secretary | USAA Managed Allocation Fund (UMAFX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-03 | Zais, Mitchell M | Deputy Secretary | USAA Income Fund Institutional Class Shares (UIINX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-03 | Zais, Mitchell M | Deputy Secretary | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-03 | Zais, Mitchell M | Deputy Secretary | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-03 | Zais, Mitchell M | Deputy Secretary | iSharesJPMorgan USDEmerging Markets Bond ETF (EMB) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-04-03 | Zais, Mitchell M | Deputy Secretary | iShares Core MSCI EAFE ETF (IEFA) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-04-02 | Zais, Mitchell M | Deputy Secretary | Exelon Corporation (EXC) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-02 | Zais, Mitchell M | Deputy Secretary | The Travelers Cos., Inc. (TRV) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-02 | Zais, Mitchell M | Deputy Secretary | Tyson Foods, Inc. (TSN) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-02 | Zais, Mitchell M | Deputy Secretary | Quest Diagnostics, Inc. (DGX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-02 | Zais, Mitchell M | Deputy Secretary | WEC Energy Group, Inc. (WEC) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-04-02 | Zais, Mitchell M | Deputy Secretary | Exelon Corporation (EXC) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-04-02 | Zais, Mitchell M | Deputy Secretary | The Travelers Cos., Inc. (TRV) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-04-02 | Zais, Mitchell M | Deputy Secretary | Tyson Foods, Inc. (TSN) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-04-02 | Zais, Mitchell M | Deputy Secretary | Quest Diagnostics, Inc. (DGX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-04-02 | Zais, Mitchell M | Deputy Secretary | WEC Energy Group, Inc. (WEC) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-03-26 | Zais, Mitchell M | Deputy Secretary | ISHARES Trust Core MSCI EAFE ETF (IEFA) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-03-26 | Zais, Mitchell M | Deputy Secretary | ISHARES Trust Core MSCI EAFE ETF (IEFA) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-03-25 | Zais, Mitchell M | Deputy Secretary | USAA High Income Fund INSTL (UIHIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-03-25 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-03-25 | Zais, Mitchell M | Deputy Secretary | USAA High Income Fund INSTL (UIHIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-03-25 | Zais, Mitchell M | Deputy Secretary | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-03-21 | Zais, Mitchell M | Deputy Secretary | ISHARES TR Barclays 7 10 YR (IEF) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-03-21 | Zais, Mitchell M | Deputy Secretary | ISHARES TR Barclays 7 10 YR (IEF) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2020-03-19 | Zais, Mitchell M | Deputy Secretary | AQR Small Cap Multi Style FD CL (QSMLX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2020-03-19 | Zais, Mitchell M | Deputy Secretary | AQR Small Cap Multi Style FD CL (QSMLX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:47 | |
| 2019-12-16 | Zais, Mitchell M | Deputy Secretary | Innovator S&P 500Power Buffer ETF - January (PJAN) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-10-29 | Zais, Mitchell M | Deputy Secretary | Bristol-meyers squibb co com | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-10-29 | Zais, Mitchell M | Deputy Secretary | Boeing Co Com | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-10-29 | Zais, Mitchell M | Deputy Secretary | Cbs corp new cl b discretion | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-10-29 | Zais, Mitchell M | Deputy Secretary | Disney walt co discretion | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-10-29 | Zais, Mitchell M | Deputy Secretary | Cbs corp new cl b discretion | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-10-29 | Zais, Mitchell M | Deputy Secretary | Boeing Co Com | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-10-29 | Zais, Mitchell M | Deputy Secretary | Disney walt co discretion | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-10-29 | Zais, Mitchell M | Deputy Secretary | Bristol-meyers squibb co com | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-10-18 | Zais, Mitchell M | Deputy Secretary | Innovator Russell 2000Power Buffer ETF - October (KOCT) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-10-18 | Zais, Mitchell M | Deputy Secretary | Innovator MSCI EAFEPower Buffer ETF - July (IJUL) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-09-04 | Zais, Mitchell M | Deputy Secretary | Intuit Inc (INTU) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-09-04 | Zais, Mitchell M | Deputy Secretary | Amgen Inc (AMGN) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-09-04 | Zais, Mitchell M | Deputy Secretary | Essex Rental Corporation - Common Stock (ESSX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-09-04 | Zais, Mitchell M | Deputy Secretary | Johnson & Johnson (JNJ) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-09-04 | Zais, Mitchell M | Deputy Secretary | Johnson & Johnson (JNJ) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-09-04 | Zais, Mitchell M | Deputy Secretary | Amgen Inc (AMGN) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-09-04 | Zais, Mitchell M | Deputy Secretary | Intuit Inc (INTU) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-09-04 | Zais, Mitchell M | Deputy Secretary | Essex Rental Corporation - Common Stock (ESSX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-08-30 | Zais, Mitchell M | Deputy Secretary | Amgen Inc (AMGN) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-08-30 | Zais, Mitchell M | Deputy Secretary | Essex Rental Corporation - Common Stock (ESSX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-08-30 | Zais, Mitchell M | Deputy Secretary | Intuit Inc. - Common Stock (INTU) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-08-30 | Zais, Mitchell M | Deputy Secretary | Johnson & Johnson (JNJ) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-08-30 | Zais, Mitchell M | Deputy Secretary | Essex Rental Corporation - Common Stock (ESSX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-08-30 | Zais, Mitchell M | Deputy Secretary | Intuit Inc. - Common Stock (INTU) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-08-30 | Zais, Mitchell M | Deputy Secretary | Amgen Inc (AMGN) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-08-30 | Zais, Mitchell M | Deputy Secretary | Johnson & Johnson (JNJ) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-07-12 | Zais, Mitchell M | Deputy Secretary | Baxter International Inc. (BAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-07-12 | Zais, Mitchell M | Deputy Secretary | M&T Bank Corporation (MTB) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-07-12 | Zais, Mitchell M | Deputy Secretary | Baxter International Inc. (BAX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-07-12 | Zais, Mitchell M | Deputy Secretary | M&T Bank Corporation (MTB) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-07-11 | Zais, Mitchell M | Deputy Secretary | American Express Co (AXP) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-07-11 | Zais, Mitchell M | Deputy Secretary | Cummins Inc (CMI) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-07-11 | Zais, Mitchell M | Deputy Secretary | Illinois Tool Works Inc (ITW) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-07-11 | Zais, Mitchell M | Deputy Secretary | Oracle Corporation (ORCL) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-07-11 | Zais, Mitchell M | Deputy Secretary | Comcast Corporation - Class A Common Stock (CMCSA) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-07-11 | Zais, Mitchell M | Deputy Secretary | AT&T Inc. | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-07-11 | Zais, Mitchell M | Deputy Secretary | Lockheed Martin Corporation (LMT) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-07-11 | Zais, Mitchell M | Deputy Secretary | NextEra Energy, Inc. (NEE) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:49 | |
| 2019-07-11 | Zais, Mitchell M | Deputy Secretary | American Express Co (AXP) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-07-11 | Zais, Mitchell M | Deputy Secretary | Cummins Inc (CMI) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-07-11 | Zais, Mitchell M | Deputy Secretary | Illinois Tool Works Inc (ITW) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-07-11 | Zais, Mitchell M | Deputy Secretary | Oracle Corporation (ORCL) | buy | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-07-11 | Zais, Mitchell M | Deputy Secretary | Comcast Corporation - Class A Common Stock (CMCSA) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-07-11 | Zais, Mitchell M | Deputy Secretary | AT&T Inc. | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-07-11 | Zais, Mitchell M | Deputy Secretary | Lockheed Martin Corporation (LMT) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:48 | |
| 2019-07-11 | Zais, Mitchell M | Deputy Secretary | NextEra Energy, Inc. (NEE) | sell | $1,001 - $15,000 | $8K | 2026-05-04 23:48 |
Assets & income
Everything disclosed across this official's filings
showing 373 of 373 matching rows — search reaches all 373
| Official | Asset | Value (band) | Mid $ ▼ | Income type | Processed (UTC) |
|---|---|---|---|---|---|
| Zais, Mitchell M | Charles Schwab Managed Account | $500,001 - $1,000,000 | $750K | Capital Gains Interest | 2026-05-04 23:49 |
| Zais, Mitchell M | USAA Traditional IRA | $500,001 - $1,000,000 | $750K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | 113 acre tree farm, Newberry, SC (leased for hunting) | $250,001 - $500,000 | $375K | Rent or Royalties | 2026-05-04 23:48 |
| Zais, Mitchell M | Allianz Life Insurance Company of North America, fixed annuity | $100,001 - $250,000 | $175K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | $100,001 - $250,000 | $175K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Income Fund Institutional Class Shares (UIINX) | $100,001 - $250,000 | $175K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Allianz Life Insurance Company of North America, fixed annuity | $100,001 - $250,000 | $175K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | JPMorgan Equity Income Fund Class A Shares (OIEIX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab US Small-Cap ETF (SCHA) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | OneAmerica, American United Life Insurance Company, whole life | $50,001 - $100,000 | $75K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | USAA Roth IRA | $50,001 - $100,000 | $75K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Fidelity Traditional IRA #2 | $50,001 - $100,000 | $75K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Fidelity Traditional IRA #1 | $50,001 - $100,000 | $75K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | JPMorgan Equity Income Fund Class A Shares (OIEIX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Fidelity Traditional IRA #3 | $50,001 - $100,000 | $75K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Roth IRA | $50,001 - $100,000 | $75K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Traditional IRA | $50,001 - $100,000 | $75K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | U.S. bank #1 (cash) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | OneAmerica, American United Life Insurance Company, whole life | $50,001 - $100,000 | $75K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Managed Account | $50,001 - $100,000 | $75K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab US Mid-Cap ETF (SCHM) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | SchwabEmerging Markets Equity ETF (SCHE) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab International Equity (SCHF) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | ConocoPhillips (COP) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Corning, Inc. (GLW) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Golub Capital BDC Inc (GBDC) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | International Paper Co. (IP) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Medtronic Plc (MDT) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab Emerging Markets Equity ETF (SCHE) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab International Equity ETF (SCHF) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | International Equity Portfolio Institutional Class Z Shares (HLIZX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | USAA Managed Allocation Fund (UMAFX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Truest Bank (cash) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | AAFMAA Life Insurance, whole life | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Philatelic Collection | $15,001 - $50,000 | $33K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | American Beacon International Equity Fund Class Y Shares (ABEYX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | International Equity Portfolio Institutional Class Z Shares (HLIZX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | TCW Emerging Markets Income Fund Class I Shares (TGEIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA High Income Fund Institutional Class Shares (UIHIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | North Star Opportunity Fund Class A Shares (NSOPX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | AAFMAA Life Insurance, whole life | $15,001 - $50,000 | $33K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Philatelic Collection | $15,001 - $50,000 | $33K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | iShares Core High Dividend ETF (HDV) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | iShares Core International Aggregate Bond ETF (IAGG) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Cambria Tail Risk ETF (TAIL) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Invesco QQQ Trust, Series 1 (QQQ) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Invesco S&P 500 Equal Weight ETF (RSP) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | iShares MSCI Emerging Markets ex China ETF (EMXC) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | iShares Core MSCI Europe ETF (IEUR) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Pacer Trendpilot US Bond ETF (PTBD) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Invesco Actively Managed ETF FD (PDBC) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | iShares Gold Trust (IAU) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | iShares US Real Estate ETF (IYR) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab Treasury Obligations Money Fund Investor Class Shares (SNOXX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Apple, Inc. (AAPL) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Berkshire Hathaway Inc. (BRKB) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Comcast Corp. (CMCSA) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | General Motors Co. (GM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Johnson & Johnson (JNJ) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Markel Corp. (MKL) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Medtronic Plc (MDT) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Microsoft Corp. (MSFT) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Raytheon Co. (RTN) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | tc Energy Corp (TRP) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Visa, Inc. (V) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Walmart, Inc. (WMT) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | The Walt Disney Co. (DIS) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab US Mid-Cap ETF (SCHM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | First TrustNorth American Energy Infrastructure Fund (EMLP) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Invesco S&P 500 Equal Weight Health Care ETF (RYH) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Invesco S&P 500 Equal Weight Materials ETF (RTM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | SchwabEmerging Markets Equity ETF (SCHE) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab International Equity ETF (SCHF) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab US Small-Cap ETF (SCHA) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Gaming & Leisure Properties, Inc. (GLPI) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Comcast Corp. (CMCSA) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab Government Money Fund Sweep Class Shares (SWGXX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Apple, Inc. (AAPL) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Berkshire Hathaway Inc. (BRKB) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | General Motors Co. (GM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Johnson & Johnson (JNJ) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Markel Corp. (MKL) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Medtronic Plc (MDT) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Microsoft Corp. (MSFT) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Raytheon Co. (RTN) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | TC Energy Corp (TRP) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Verizon Communications, Inc. (VZ) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Visa, Inc. (V) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Walmart, Inc. (WMT) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | The Walt Disney Co. (DIS) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | First TrustNorth American Energy Infrastructure Fund (EMLP) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Invesco S&P 500 Equal Weight Health Care ETF (RYH) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Invesco S&P 500 Equal Weight Materials ETF (RTM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Gaming & Leisure Properties, Inc. (GLPI) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | General Mills, Inc. (GIS) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Apple, Inc. (AAPL) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Ares Capital Corp (ARCC) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Blackstone Group Inc (BX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Comcast Corp. (CMCSA) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Bank of America Corp. (BAC) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Enbridge Inc. (ENB) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | FNFV Group (FNF) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | General Motors Co. (GM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Johnson & Johnson (JNJ) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Eli Lilly & Co. (LLY) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Mercury General Corp. (MCY) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Microsoft Corp. (MSFT) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Pub Svc Enterprise GP (PEG) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Raytheon Technologies Co (RTX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Seagate Technology Plc (STX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Sysco Corp. (SYY) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | TC Energy Group (TRP) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Verizon Communications, Inc. (VZ) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Visa, Inc. (V) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | The Walt Disney Co. (DIS) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | The Williams Cos., Inc. (WMB) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab US Mid-Cap ETF (SCHM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab US Small Cap ETF (CHSA) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Gaming & Leisure Properties, Inc. (GLPI) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | NextEra Energy Partne LP (NEP) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Weyerhaeuser Co. (WY) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Vodafone Group (VOD) | $1,001 - $15,000 | $8K | Capital Gains | 2026-05-04 23:49 |
| Zais, Mitchell M | AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Emerging Markets Fund Institutional Class Shares (DEMIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Dow, Inc. (DOW) | $1,001 - $15,000 | $8K | Capital Gains | 2026-05-04 23:49 |
| Zais, Mitchell M | Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | $8K | Capital Gains | 2026-05-04 23:49 |
| Zais, Mitchell M | General Motors Co. (GM) | $1,001 - $15,000 | $8K | Capital Gains | 2026-05-04 23:49 |
| Zais, Mitchell M | Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | iShares Edge MSCI USA Quality Factor ETF (QUAL) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Mercury General Corp. (MCY) | $1,001 - $15,000 | $8K | Capital Gains | 2026-05-04 23:49 |
| Zais, Mitchell M | Phillips 66 (PSX) | $1,001 - $15,000 | $8K | Capital Gains | 2026-05-04 23:49 |
| Zais, Mitchell M | TCWEmerging Markets Income Fund Class I Shares (TGEIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Total SE F Sponsored ADR (TOT) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | U.S. Bancorp (USB) | $1,001 - $15,000 | $8K | Capital Gains | 2026-05-04 23:49 |
| Zais, Mitchell M | WestRock Co. (WRK) | $1,001 - $15,000 | $8K | Capital Gains | 2026-05-04 23:49 |
| Zais, Mitchell M | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | International Equity Portfolio Institutional Class Z Shares (HLIZX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | USAA Managed Allocation Fund (UMAFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | A T &T Inc (T) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | 3M Co. (MMM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | First TrustNorth American Energy Infrastructure Fund (EMLP) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Templeton Global Income (GIM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | PzenaEmerging Markets Value Fund Investor Class Shares (PZVEX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | WCM Focused International Growth Fund Investor Class Shares (WCMRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | North Star Dividend Fund Class I Shares (NSDVX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | North Star Opportunity Fund Class A Shares (NSOPX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | DoubleLine Total Return Bond Fund Class I Shares (DBLTX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Lord Abbett Short Duration Income Fund Class A Shares (LALDX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Apple, Inc. (AAPL) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab Government Money Fund Sweep Class Shares (SWGXX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab Treasury Obligations Money Fund Investor Class Shares (SNOXX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Berkshire Hathaway Inc. (BRKB) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Comcast Corp. (CMCSA) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | General Motors Co. (GM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Johnson & Johnson (JNJ) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Markel Corp. (MKL) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Medtronic Plc (MDT) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Microsoft Corp. (MSFT) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Raytheon Co. (RTN) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | TC Energy Corp (TRP) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Visa, Inc. (V) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Walmart, Inc. (WMT) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | The Walt Disney Co. (DIS) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab US Mid-Cap ETF (SCHM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | First TrustNorth American Energy Infrastructure Fund (EMLP) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Invesco S&P 500 Equal Weight Health Care ETF (RYH) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Invesco S&P 500 Equal Weight Materials ETF (RTM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | SchwabEmerging Markets Equity ETF (SCHE) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab International Equity ETF (SCHF) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab Emerging Markets Equity ETF (SCHE) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Gaming & Leisure Properties, Inc. (GLPI) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab Government Money Fund Sweep Class Shares (SWGXX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab Treasury Obligations Money Fund Investor Class Shares (SNOXX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Apple, Inc. (AAPL) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Berkshire Hathaway Inc. (BRKB) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Comcast Corp. (CMCSA) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | General Motors Co. (GM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Johnson & Johnson (JNJ) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Markel Corp. (MKL) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Medtronic Plc (MDT) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Microsoft Corp. (MSFT) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Raytheon Co. (RTN) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | TC Energy Corp (TRP) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Visa, Inc. (V) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Walmart, Inc. (WMT) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | The Walt Disney Co. (DIS) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab US Mid-Cap ETF (SCHM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | First TrustNorth American Energy Infrastructure Fund (EMLP) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Invesco S&P 500 Equal Weight Health Care ETF (RYH) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Invesco S&P 500 Equal Weight Materials ETF (RTM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab Emerging Markets Equity ETF (SCHE) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab International Equity ETF (SCHF) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab US Small-Cap ETF (SCHA) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Gaming & Leisure Properties, Inc. (GLPI) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:49 |
| Zais, Mitchell M | USAA Money Market Fund (USAXX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | AbbVie, Inc. (ABBV) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Accenture Plc (ACN) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | American Tower Corp Com USDO.01 (AMT) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Ameriprise Financial, Inc. (AMP) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | AmerisourceBergen Corp. (ABC) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Amgen Inc. (AMGN) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Apple, Inc. (AAPL) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Applied Materials, Inc. (AMAT) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Best Buy Co., Inc. (BBY) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Boeing Co (BA) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Bristol-Myers Squibb (BMY) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Cardinal Health, Inc. (CAH) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Chevron Corp. (CVX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | The Walt Disney Co. (DIS) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Eaton Corp. Plc (ETN) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Essex Property Trust, Inc. (ESS) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Fifth Third Bancorp (FITB) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Genuine Parts Co. (GPC) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | The Home Depot, Inc. (HD) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | HP, Inc. (HPQ) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Illinois Tool Works, Inc. (ITW) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | International Business Machines Corp. (IBM) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Johnson & Johnson (JNJ) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Lam Research Corp. (LRCX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Lowes Companies ICN (LOW) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | M&T Bank Corp. (MTB) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Merck & Co., Inc. (MRK) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Omnicom Group, Inc. (OMC) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Parker-Hannifin Corp. (PH) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Pfizer Inc. (PFE) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Phillips 66 (PSX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | T. Rowe Price Group, Inc. (TROW) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Quest Diagnostics, Inc. (DGX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Raytheon Co. (RTN) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Regions Financial Corp. (RF) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Starbucks Corp. (SBUX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Texas Instruments Incorporated (TXN) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | UnitedHealth Group, Inc. (UNH) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | U.S. Bancorp (USB) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Verizon Communications, Inc. (VZ) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | PIMCO RAEEmerging Markets Fund Institutional Class Shares (PEIFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | iShares Core MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | iSharesJPMorgan USDEmerging Markets Bond ETF (EMB) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Money Market Fund (USAXX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | American Beacon International Equity Fund Class Y Shares (ABEYX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | International Equity Portfolio Institutional Class Z Shares (HLIZX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | PIMCO RAEEmerging Markets Fund Institutional Class Shares (PEIFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Managed Allocation Fund (UMAFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | TCW Emerging Markets Income Fund Class I Shares (TGEIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA High Income Fund Institutional Class Shares (UIHIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Income Fund Institutional Class Shares (UIINX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | PzenaEmerging Markets Value Fund Investor Class Shares (PZVEX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | WCM Focused International Growth Fund Investor Class Shares (WCMRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | North Star Dividend Fund Class I Shares (NSDVX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | DoubleLine Total Return Bond Fund Class I Shares (DBLTX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Lord Abbett Short Duration Income Fund Class A Shares (LALDX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Innovator S&P 500Power Buffer ETF - January (PJAN) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Innovator Russell 2000Power Buffer ETF - October (KOCT) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Innovator MSCI EAFEPower Buffer ETF - July (IJUL) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | iShares S&P 100 ETF (OEF) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | iShares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | iShares Core High Dividend ETF (HDV) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | iShares Core MSCIEmerging Markets ETF (IEMG) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | ISHARES CORE U.S. AGGREGATE BOND ETF | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | iShares 20+ Year Treasury Bond ETF (TLT) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | iShares Core International Aggregate Bond ETF (IAGG) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Money Market Fund (USAXX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | American Beacon International Equity Fund Class Y Shares (ABEYX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | PIMCO RAEEmerging Markets Fund Institutional Class Shares (PEIFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Managed Allocation Fund (UMAFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | TCW Emerging Markets Income Fund Class I Shares (TGEIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA High Income Fund Institutional Class Shares (UIHIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Income Fund Institutional Class Shares (UIINX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Money Market Fund (USAXX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | American Beacon International Equity Fund Class Y Shares (ABEYX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | International Equity Portfolio Institutional Class Z Shares (HLIZX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | PIMCO RAEEmerging Markets Fund Institutional Class Shares (PEIFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Managed Allocation Fund (UMAFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | TCW Emerging Markets Income Fund Class I Shares (TGEIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA High Income Fund Institutional Class Shares (UIHIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Income Fund Institutional Class Shares (UIINX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Money Market Fund (USAXX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | American Beacon International Equity Fund Class Y Shares (ABEYX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | International Equity Portfolio Institutional Class Z Shares (HLIZX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | PIMCO RAEEmerging Markets Fund Institutional Class Shares (PEIFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Managed Allocation Fund (UMAFX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Income Fund Institutional Class Shares (UIINX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Intermediate-Term Bond Fund Institutional Class Shares (UIITX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Fidelity Government Cash Reserves (FDRXX) | $0 - $1,000 | $500 | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Schwab Government Money Fund Sweep Class Shares (SWGXX) | $0 - $1,000 | $500 | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Verizon Communications, Inc. (VZ) | $0 - $1,000 | $500 | – | 2026-05-04 23:49 |
| Zais, Mitchell M | AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) | $0 - $1,000 | $500 | – | 2026-05-04 23:49 |
| Zais, Mitchell M | TCWEmerging Markets Income Fund Class I Shares (TGEIX) | $0 - $1,000 | $500 | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Verizon Communications, Inc. (VZ) | $0 - $1,000 | $500 | Dividends | 2026-05-04 23:49 |
| Zais, Mitchell M | Verizon Communications, Inc. (VZ) | $0 - $1,000 | $500 | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Dominion Energy, Inc. (D) | $0 - $1,000 | $500 | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Fidelity Government Cash Reserves (FDRXX) | $0 - $1,000 | $500 | – | 2026-05-04 23:48 |
| Zais, Mitchell M | Fidelity Traditional IRA...389 | – | – | No | 2026-05-04 23:49 |
| Zais, Mitchell M | Fidelity Traditional IRA ...151 | – | – | – | 2026-05-04 23:49 |
| Zais, Mitchell M | The Charles Schwab Roth IRA | – | – | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Charles Schwab Traditional IRA | – | – | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Fidelity IRA ...564 | – | – | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Coldwell Banker Realty (Residential Realtor) | – | – | Commissions on sales | 2026-05-04 23:49 |
| Zais, Mitchell M | Charles Schwab Roth IRA | – | – | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Charles Schwab Traditional IRA | – | – | – | 2026-05-04 23:49 |
| Zais, Mitchell M | Coldwell Banker Realty (Residential Realtor) | – | – | Commissions on sales | 2026-05-04 23:48 |
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.