| 1 | ABRAHAMSEN, JAYMENEW YORK, NY · 10001 | SENIOR RELATIONSHIP MANAGER · IEX GROUP | IEX GROUP, INC. PACC00621987 | 2025-09-24 | $5,000 | Primary (P) | Filing 1936806Original filing ↗ |
| 2 | FELDMAN, STANLEY MR.NEW YORK, NY · 10007 | CHIEF OPERATING OFFICER · IEX GROUP | IEX GROUP, INC. PACC00621987 | 2025-07-29 | $5,000 | Primary (P) | Filing 1936806Original filing ↗ |
| 3 | HARKINS, BRYAN MR.NEW YORK, NY · 10038 | PRESIDENT · IEX GROUP | IEX GROUP, INC. PACC00621987 | 2025-07-28 | $5,000 | Primary (P) | Filing 1936806Original filing ↗ |
| 4 | KATSUYAMA, BRAD KATSUYAMADARIEN, CT · 06820 | CEO · IEX GROUP | ACTBLUEC00401224 | 2025-10-02 | $4,000 | Not reported | EARMARKED FOR MARK WARNER ACTION FUND (C00895227)Filing 1953256 · amendedOriginal filing ↗ |
| 5 | KATSUYAMA, BRADDARIEN, CT · 06820 | CEO · IEX GROUP | TEAM MARSHALL IIC00755074 | 2025-10-07 | $4,000 | Primary (P) | Filing 1941774Original filing ↗ |
| 6 | PALMER, JOHNLITTLE SILVER, NJ · 07739 | BUSINESS EXECUTIVE · IEX GROUP | KANSANS FOR MARSHALLC00576173 | 2025-09-24 | $3,000 | Primary 2026 (P2026) | Filing 1921079Original filing ↗ |
| 7 | KATSUYAMA, BRADDARIEN, CT · 06820 | CEO · IEX GROUP | ACTBLUEC00401224 | 2025-09-10 | $3,000 | Not reported | EARMARKED FOR MARK WARNER ACTION FUND (C00895227)Filing 1953256 · amendedOriginal filing ↗ |
| 8 | KATSUYAMA, BRADDARIEN, CT · 06820 | CEO · IEX GROUP | KANSANS FOR MARSHALLC00576173 | 2025-09-10 | $3,000 | Primary 2026 (P2026) | Filing 1921079Original filing ↗ |
| 9 | RAMSAY, JOHNNEW YORK, NY · 10014 | ATTORNEY · IEX GROUP | ACTBLUEC00401224 | 2025-09-22 | $2,500 | Not reported | EARMARKED FOR MARK WARNER ACTION FUND (C00895227)Filing 1953256 · amendedOriginal filing ↗ |
| 10 | RAMSAY, JOHNNEW YORK, NY · 10014 | CHIEF MARKET POLICY OFFICER · IEX GROUP | IEX GROUP, INC. PACC00621987 | 2025-09-02 | $2,500 | Primary (P) | Filing 1936806Original filing ↗ |
| 11 | SEIFFERER, FLORIANMANHATTAN, NY · 10001 | CHIEF STRATEGY OFFICER · IEX GROUP | ACTBLUEC00401224 | 2025-09-19 | $2,000 | Not reported | EARMARKED FOR MARK WARNER ACTION FUND (C00895227)Filing 1953256 · amendedOriginal filing ↗ |
| 12 | ZIVANOVIC-SMITH, MARIJAALEXANDRIA, VA · 22315 | CMO/ CCO · IEX GROUP | KANSANS FOR MARSHALLC00576173 | 2025-09-23 | $2,000 | Primary 2026 (P2026) | Filing 1921079Original filing ↗ |
| 13 | ZIVANOVIC-SMITH, MARIJAALEXANDRIA, VA · 22315 | CMO/CCO · IEX GROUP | ACTBLUEC00401224 | 2025-09-23 | $2,000 | Not reported | EARMARKED FOR MARK WARNER ACTION FUND (C00895227)Filing 1953256 · amendedOriginal filing ↗ |
| 14 | PALMER, JOHN MR.LITTLE SILVER, NJ · 07739 | HEAD OF CROSS-ASSET PRODUCT · IEX GROUP | IEX GROUP, INC. PACC00621987 | 2025-09-15 | $2,000 | Primary (P) | Filing 1936806Original filing ↗ |
| 15 | BROWN, IVAN MR.NEW YORK, NY · 10038 | FINANCE · IEX GROUP | IEX GROUP, INC. PACC00621987 | 2025-09-08 | $2,000 | Primary (P) | Filing 1936806Original filing ↗ |
| 16 | BROWN, IVANNEW YORK, NY · 10038 | FINANCE · IEX GROUP | ACTBLUEC00401224 | 2025-09-12 | $2,000 | Not reported | EARMARKED FOR MARK WARNER ACTION FUND (C00895227)Filing 1953256 · amendedOriginal filing ↗ |
| 17 | SEIFFERER, FLORIANNEW YORK, NY · 10001 | CHIEF STRATEGY OFFICER · IEX GROUP | KANSANS FOR MARSHALLC00576173 | 2025-09-14 | $2,000 | Primary 2026 (P2026) | Filing 1921079Original filing ↗ |
| 18 | ROWLES, ANDREW MR.NEW YORK, NY · 10023 | STAFF SOFTWARE ENGINEER · IEX GROUP | IEX GROUP, INC. PACC00621987 | 2025-07-29 | $1,000 | Primary (P) | Filing 1936806Original filing ↗ |
| 19 | BONANNO, STEVEN MR.NEW YORK, NY · 10007 | CIO · IEX GROUP | IEX GROUP, INC. PACC00621987 | 2025-09-03 | $1,000 | Primary (P) | Filing 1936806Original filing ↗ |
| 20 | FELDMAN, STANLIVINGSTON, NJ · 07039 | COO, IEX EXCHANGE · IEX GROUP | ACTBLUEC00401224 | 2025-10-02 | $1,000 | Not reported | EARMARKED FOR MARK WARNER ACTION FUND (C00895227)Filing 1953256 · amendedOriginal filing ↗ |