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Source status
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9116328ParsedOCR

DRo Khanna · House · ptr · filed Sep 4, 2026

Official filing metadata

Filer (as printed)
Hon. Rohit Khanna
Office (as printed)
CA17
Chamber
House
Filing type
ptr
Filing date
Sep 4, 2026
Filing year
2026
Document format
pdf_image

Processing (ours)

Status
Parsed
Rows parsed
239
Parser version
ocr_grid_v1
First seen
Sep 8, 2026 17:12 UTC (initial backfill, not when it was published)
Fetched
Sep 8, 2026
Parsed
Sep 14, 2026
Internal id
207

REVIEW OCR 18p, rotation [0]: 239 rows from 17 data pages

Reading this page

This filing is a scanned image. The left half of each row below is our OCR reading of it: text read from the page and the box marked in each column. Each row carries a confidence and, where the reading may be wrong, the reason. Check the official document before relying on a row. The right half is our normalized interpretation.

When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.

Rows · 239

Left: OCR reading of the scan · Right: normalized
Raw filing rows beside their normalized interpretation
Read from the scan by OCR · check the documentNormalized · our interpretation
#OwnerAssetTickerTypeTx dateNotifiedAmountConf.TickerTypeOwnerTx dateAmountClassFlags
1DCTHE BANK OF NOVA SCOTIA LINKED TO S&P 500 INDEX—P08/27/202609/01/2026$50,001 - $100,0000.95—0.00BuyBuyDependentAug 27, 2026$50,001 - $100,000mid $75KBondnot modelled
2DCBARCLAYS BANK PLC LINKED TO S&P 500 INDEX—P08/06/202609/01/2026$15,001 - $50,0000.96—0.00BuyBuyDependentAug 6, 2026$15,001 - $50,000mid $32.5KBondnot modelled
3DCMERCK & CO INC. CMN—P08/07/202609/01/2026$15,001 - $50,0000.96MRK0.95BuyBuyDependentAug 7, 2026$15,001 - $50,000mid $32.5KStockmodelled
4DCMARVELL TECHNOLOGY INC CMN—P08/07/202609/01/2026$1,001 - $15,0000.88MRVL0.95BuyBuyDependentAug 7, 2026$1,001 - $15,000mid $8KStockmodelled
5?WELLS FARGO & COMPANY HYBRID PERPETUAL
OCR: owner unreadable
—P08/18/202609/01/2026$1,001 - $15,0000.60—0.00BuyBuyUnknownAug 18, 2026$1,001 - $15,000mid $8KBondReviewnot modelled
6DCCALL/MSFT FLEX EURO PM 485 EXP 08/07/2026—P08/07/202609/01/2026$1,001 - $15,0000.90—0.00BuyBuyDependentAug 7, 2026$1,001 - $15,000mid $8KOptionnot modelled
7DCCALL/TMO FLEX EURO PM @ SSS EXP 08/07/2026—P08/07/202609/01/2026$1,001 - $15,0000.91—0.00BuyBuyDependentAug 7, 2026$1,001 - $15,000mid $8KOptionnot modelled
8DCT MOBILE US INC. CMN
OCR: date order
—S08/07/202609/01/2025$1,001 - $15,0000.60TMUS0.95SellSellDependentAug 7, 2026$1,001 - $15,000mid $8KStockReviewmodelled
9?3GHNSON &JOHNSON CMN
OCR: owner unreadable
—S (partial)08/07/202609/01/2026$1,001 - $15,0000.60—0.00PartialPartial saleUnknownAug 7, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
10DCALPHABET INC CMN CLASS C—S (partial)08/07/202609/01/2026$1,001 - $15,0000.88GOOG0.92PartialPartial saleDependentAug 7, 2026$1,001 - $15,000mid $8KStockmodelled
11DCAMRIZE LTD CMN—P08/07/202609/01/2026$1,001 - $15,0000.93AMRZ0.95BuyBuyDependentAug 7, 2026$1,001 - $15,000mid $8KStockmodelled
12DCFACTSET RESEARCH SYSTEMS INC CMN—S (partial)08/19/202609/01/2026$1,001 - $15,0000.94FDS0.95PartialPartial saleDependentAug 19, 2026$1,001 - $15,000mid $8KStockmodelled
13DCCALLAWAY GOLF COMPANY CMN—S (partial)08/04/202609/01/2026$1,001 - $15,0000.93CALY0.95PartialPartial saleDependentAug 4, 2026$1,001 - $15,000mid $8KStockmodelled
14DCPINTEREST INC CMN CLASS A—S (partial)08/04/202609/01/2026$1,001 - $15,0000.93PINS0.95PartialPartial saleDependentAug 4, 2026$1,001 - $15,000mid $8KStockmodelled
15DCBOFA FINANCE LLC LINKED TO S&P SOO X30NI—P08/13/202609/01/2026$250,001 - $500,0000.95—0.00BuyBuyDependentAug 13, 2026$250,001 - $500,000mid $375KBondnot modelled
16DCBARCLAYS BANK PLC LINKED TO S&P 500 INDEX
OCR: date uncertain
—P08/06/2026—$50,001 - $100,0000.60—0.00BuyBuyDependentAug 6, 2026$50,001 - $100,000mid $75KBondReviewnot modelled
17DCMICROSOFTCORPORATION CMN—P08/10/202609/01/2026$50,001 - $100,0000.95MSFT0.92BuyBuyDependentAug 10, 2026$50,001 - $100,000mid $75KStockmodelled
18DCBOSTON SCIENTIFIC CORP COMMON STOCK—P08/10/202609/01/2026$1,001 - $15,0000.93BSX0.95BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
19DCPEPSICO INC CMN—P08/10/202609/01/2026$1,001 - $15,0000.92PEP0.95BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
20DCFERGUSON ENTeRPRISES NC.CMN—P08/10/202609/01/2026$1,001 - $15,0000.92—0.90BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
21DCEATON CORPPLCCMN—P08/10/202609/01/2026$1,001 - $15,0000.93ETN0.92BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
22DCAT&TINCCMN—P08/10/202609/01/2026$1,001 - $15,0000.93T0.92BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
23DCLENNAR CORPORATION CMN CLASS A—P08/10/202609/01/2026$1,001 - $15,0000.93—0.90BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
24DCBLACKROCK FUNDING INC CMN—P08/10/202609/01/2026$1,001 - $15,0000.83—0.90BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
25DCSALESFORCEINCCMN—P08/10/202609/01/2026$1,001 - $15,0000.93CRM0.92BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
26DCTRANE TECHNOLOGIES PUBLIC LIMI—P08/10/202609/01/2026$1,001 - $15,0000.93TT0.95BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
27DCFIRST SOLAR INC. CMN—P08/10/202609/01/2026$1,001 - $15,0000.93FSLR0.95BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
28DCNXP SEMICONDUCTORS N V CMN—P08/10/202609/01/2026$1,001 - $15,0000.92NXPI0.95BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
29DCCHARTER COMMUNICATIONS INC—P08/10/2026—$1,001 - $15,0000.92CHTR0.95BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
30DCCRH PUBLIC LIMITED COMPANY CMN—P08/10/202609/01/2026$1,001 - $15,0000.93CRH0.95BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
31DCAPOLLO GLOBAL MANAGEMENT INC CMN CLASS A—P08/10/202609/01/2026$1,001 - $15,0000.94—0.90BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
32DCACCENTURE PLC CMN CLASS A—P08/10/202609/01/2026$1,001 - $15,0000.93ACN0.95BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
33DCMCKESSONCORPORATION CMN—P08/10/202609/01/2026$1,001 - $15,0000.93MCK0.92BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
34DC—
OCR: asset missing
—P08/10/202609/01/2026$1,001 - $15,0000.30—0.00BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
35DCFISERV INC CMN—P08/10/202609/01/2026$1,001 - $15,0000.92FISV0.95BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
36DCLOWES COMPANIES INC CMN—P08/10/202609/01/2026$1,001 - $15,0000.93LOW0.95BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
37DCCOGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A—P08/10/202609/01/2026$1,001 - $15,0000.92CTSH0.95BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
38DCFORD MOTOR COMPANY CMN—P08/10/202609/01/2026$1,001 - $15,0000.93F0.95BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
39DCLAS VEGAS SANDS CORP CMN—P08/10/202609/01/2026$1,001 - $15,0000.93LVS0.95BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
40DCTRACTORSUPPLYCOMPANYCMN—P08/10/202609/01/2026$1,001 - $15,0000.93TSCO0.92BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
41DCLENNOX INTERNATIONAL INC CMN—P08/10/202609/01/2026$1,001 - $15,0000.93LII0.95BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
42DCDOORDASH INC CMN CLASS A—P08/10/202609/01/2026$1,001 - $15,0000.93DASH0.95BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
43DCSYNOPSYS INC. CMN
OCR: date uncertain
—P08/10/202609/01/2026$1,001 - $15,0000.60SNPS0.95BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockReviewmodelled
44DCEMCOR GROUPINC.CMN—P08/10/202609/01/2026$1,001 - $15,0000.93EME0.92BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
45DCMICROCHIP TECHNOLOGY INCORPORA CMN—P08/10/202609/01/2026$1,001 - $15,0000.92MCHP0.95BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
46DCQNITY ELECTRONICS INC CMN—P08/10/202609/01/2026$1,001 - $15,0000.93Q0.95BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
47DCADQBE INC CMN—P08/10/202609/01/2026$1,001 - $15,0000.93—0.00BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStocknot modelled
48DCQUANTASERVICES INC CMN—P08/10/202609/01/2026$1,001 - $15,0000.92PWR0.92BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
49DCMC DONALDS CORP CMN—S (partial)08/10/202609/01/2026$15,001 - $50,0000.96MCD0.92PartialPartial saleDependentAug 10, 2026$15,001 - $50,000mid $32.5KStockmodelled
50DCQUALCOMM INC CMN—S (partial)08/10/202609/01/2026$15,001 - $50,0000.96QCOM0.95PartialPartial saleDependentAug 10, 2026$15,001 - $50,000mid $32.5KStockmodelled
51DCCENTENE CORPORATION CMN—S08/10/202609/01/2026$15,001 - $50,0000.96CNC0.95SellSellDependentAug 10, 2026$15,001 - $50,000mid $32.5KStockmodelled
52DCTESLA INC CMN—S (partial)08/10/202609/01/2026$1,001 - $15,0000.94TSLA0.95PartialPartial saleDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
53DCCARRIER GLOBAL CORPORATION CMN—S (partial)08/10/202609/01/2026$1,001 - $15,0000.94CARR0.95PartialPartial saleDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
54DCT MOBILE US INC CMN—S08/10/202609/01/2026$1,001 - $15,0000.95TMUS0.95SellSellDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
55?AFLAC INCORPORATED CMN
OCR: owner unreadable
—S08/10/202609/01/2026$1,001 - $15,0000.60AFL0.95SellSellUnknownAug 10, 2026$1,001 - $15,000mid $8KStockReviewmodelled
56DCMETA PLATFORMS INC CLASS A CMN CLASS A—S (partial)08/10/202609/01/2026$1,001 - $15,0000.94META0.92PartialPartial saleDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
57DCNIKE CLASS-B CMN CLASS B—S08/10/202609/01/2026$1,001 - $15,0000.94NKE0.95SellSellDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
58DCAMERICAN TOWER CORPORATION CMN—S08/10/202609/01/2026$1,001 - $15,0000.94AMT0.95SellSellDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
59DCAPPLOVIN CORPORATION CMN CLASS—S (partial)08/10/202609/01/2026$1,001 - $15,0000.94APP0.95PartialPartial saleDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
60DCCADENCE DESIGN SYSTEMS INC CMN—S08/10/202609/01/2026$1,001 - $15,0000.94CDNS0.95SellSellDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
61DCSERVICENOW INC CMN—S (partial)08/10/202609/01/2026$1,001 - $15,0000.95NOW0.95PartialPartial saleDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
62DCTAKE TWO FNTERACTIVE SOFTWARE INC—S08/10/202609/01/2026$1,001 - $15,0000.94—0.87SellSellDependentAug 10, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
63DCCOINBASE GLOBAL INC CMN CLASSA—S08/10/202609/01/2026$1,001 - $15,0000.94—0.90SellSellDependentAug 10, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
64DCINTL BUSINESS MACHINES CORP CMN—S (partial)08/10/202609/01/2026$1,001 - $15,0000.94IBM0.95PartialPartial saleDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
65DCMARTIN MARIEITA MATERIALS INC CMN—S08/10/202609/01/2026$1,001 - $15,0000.95—0.86SellSellDependentAug 10, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
66DCGILEAD SCIENCES CMN—S (partial)08/10/202609/01/2026$1,001 - $15,0000.95GILD0.95PartialPartial saleDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
67DCFREEPORTMCMORANINCCMN—S (partial)08/10/202609/01/2026$1,001 - $15,0000.94FCX0.92PartialPartial saleDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
68DCVULCAN MATERIALS CO CMN—S (partial)08/10/202609/01/2026$1,001 - $15,0000.94VMC0.95PartialPartial saleDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
69?FORTINET INC CMN
OCR: owner unreadable
—S (partial)08/10/202609/01/2026$1,001 - $15,0000.60FTNT0.95PartialPartial saleUnknownAug 10, 2026$1,001 - $15,000mid $8KStockReviewmodelled
70DCINTUITIVE SURGICAL, INC, CMN—S (partial)08/10/202609/01/2026$1,001 - $15,0000.95ISRG0.95PartialPartial saleDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
71DCALTRIAGROUPINC CMN—S (partial)08/10/202609/01/2026$1,001 - $15,0000.95MO0.92PartialPartial saleDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
72DCUNITED PARCELSERVICE 1NC CLASS B COMMON STOCK—S (partial)08/10/202609/01/2026$1,001 - $15,0000.93—0.00PartialPartial saleDependentAug 10, 2026$1,001 - $15,000mid $8KStocknot modelled
73DCBUILDERS FIRSTSOURCE INC.CMN—S08/10/202609/01/2026$1,001 - $15,0000.93BLDR0.95SellSellDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
74DCMOBILITYGLOBALINC CMN—S08/10/202609/01/2026$1,001 - $15,0000.92MBGL0.92SellSellDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
75DCFEDEX FREIGHT HOLDING COMPANY CMN—S08/10/202609/01/2026$1,001 - $15,0000.93FDXF0.95SellSellDependentAug 10, 2026$1,001 - $15,000mid $8KStockmodelled
76SPBARCLAYS BANK PLC LINKED TO S&P SOO JNDEX—P08/06/202609/01/2026$100,001 - $250,0000.94—0.00BuyBuySpouseAug 6, 2026$100,001 - $250,000mid $175KBondnot modelled
77SPTHE BANK OF NOVA SCOTIA LINKED TO S&P 500 INDEX—P08/27/202609/01/2026$50,001 - $100,0000.96—0.00BuyBuySpouseAug 27, 2026$50,001 - $100,000mid $75KBondnot modelled
78SPWELLS FARGO FINANCE LLC LINKED TO S&P 5OD INDEX—P08/27/202609/01/2026$50,001 - $100,0000.96—0.00BuyBuySpouseAug 27, 2026$50,001 - $100,000mid $75KBondnot modelled
79SPQUALCOMM INC CMN—P08/24/202609/01/2026$15,001 - $50,0000.95QCOM0.95BuyBuySpouseAug 24, 2026$15,001 - $50,000mid $32.5KStockmodelled
80SPCOSTCO WHOLESALE CORPORATION CMN—P08/24/202609/01/2026$1,001 - $15,0000.93COST0.95BuyBuySpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
81SPLOWES COMPANIES INC CMN—P08/24/202609/01/2026$1,001 - $15,0000.93LOW0.95BuyBuySpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
82SPGRACLE CORPORATION CMN—P08/24/202609/01/2026$1,001 - $15,0000.94—0.00BuyBuySpouseAug 24, 2026$1,001 - $15,000mid $8KStocknot modelled
83?AMRIZE LTD CMN MARVELL TECHNOLOGY INC. CMN
OCR: owner unreadable, rows merged
—P08/07/202609/01/2026$1,001 - $15,0000.40—0.00BuyBuyUnknownAug 7, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
84SPWALMARTINCCMN—P08/24/202609/01/2026$1,001 - $15,0000.94WMT0.92BuyBuySpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
85SPMERCK & CO INC. CMN—P08/24/202609/01/2026$1,001 - $15,0000.94MRK0.95BuyBuySpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
86SPMODERNA INC CMN—P08/24/202609/01/2026$1,001 - $15,0000.94MRNA0.95BuyBuySpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
87SPCHEWY INC CMN CLASS A—P08/13/202609/01/2026$1,001 - $15,0000.93CHWY0.95BuyBuySpouseAug 13, 2026$1,001 - $15,000mid $8KStockmodelled
88SPCHEWY INC CMN CLASS A—P08/04/202609/01/2026$1,001 - $15,0000.94CHWY0.95BuyBuySpouseAug 4, 2026$1,001 - $15,000mid $8KStockmodelled
89SPCHEWY INC CMN CLASS A—P08/12/202609/01/2026$1,001 - $15,0000.94CHWY0.95BuyBuySpouseAug 12, 2026$1,001 - $15,000mid $8KStockmodelled
90SPINTUITIVE SURGICAE, INC CMN—P08/24/202609/01/2026$1,001 - $15,0000.95—0.85BuyBuySpouseAug 24, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
91SPLULULEMDN ATHLETICA INC. CMN—P08/24/202609/01/2026$1,001 - $15,0000.94—0.85BuyBuySpouseAug 24, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
92SPCHARTER COMMUNICATIONS INC CMN—P08/24/202609/01/2026$1,001 - $15,0000.93CHTR0.95BuyBuySpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
93SPMC DONALDS CORP CMN—P08/24/202609/01/2026$1,001 - $15,0000.93MCD0.92BuyBuySpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
94SPAMRIZE LTD CMN—P08/12/202609/01/2026$1,001 - $15,0000.93AMRZ0.95BuyBuySpouseAug 12, 2026$1,001 - $15,000mid $8KStockmodelled
95SPCHEWY INC CMN CIASS A—P08/11/202609/01/2026$1,001 - $15,0000.93—0.00BuyBuySpouseAug 11, 2026$1,001 - $15,000mid $8KStocknot modelled
96SPARISTA NETWORKS INC CMN—P08/24/202609/01/2026$1,001 - $15,0000.93ANET0.95BuyBuySpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
97SPCOOPER COS INC/THE CMN—P08/28/202609/01/2026$1,001 - $15,0000.92COO0.95BuyBuySpouseAug 28, 2026$1,001 - $15,000mid $8KStockmodelled
98SPCOOPER COS INC/THE CMN—P08/31/202609/01/2026$1,001 - $15,0000.94COO0.95BuyBuySpouseAug 31, 2026$1,001 - $15,000mid $8KStockmodelled
99SPFACTSETRESEARCHSYSTEMSINC CMN—S (partial)08/19/202609/01/2026$1,001 - $15,0000.92FDS0.92PartialPartial saleSpouseAug 19, 2026$1,001 - $15,000mid $8KStockmodelled
100SPELANCO ANIMAL HEALTH INCORPORA CMN—S (partial)08/04/202609/01/2026$1,001 - $15,0000.94ELAN0.95PartialPartial saleSpouseAug 4, 2026$1,001 - $15,000mid $8KStockmodelled
101SPAPPLOVIN CORPORATION CMN CLASS—S08/24/202609/01/2026$1,001 - $15,0000.94APP0.95SellSellSpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
102SPNEXTERA ENERGY INC CMN—S08/24/202609/01/2026$1,001 - $15,0000.94NEE0.95SellSellSpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
103SPTEXAS INSTRUMENTS INC CMN—S (partial)08/24/202609/01/2026$1,001 - $15,0000.94TXN0.95PartialPartial saleSpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
104SPLINDE PLC CMN—S (partial)08/24/202609/01/2026$1,001 - $15,0000.94LIN0.95PartialPartial saleSpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
105SPTESLA JNC. CMN—S (partial)08/24/202609/01/2026$1,001 - $15,0000.93—0.90PartialPartial saleSpouseAug 24, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
106SPPINTEREST INC CMN CLASS A—S (partial)08/04/202609/01/2026$1,001 - $15,0000.94PINS0.95PartialPartial saleSpouseAug 4, 2026$1,001 - $15,000mid $8KStockmodelled
107SPNCR VOYIX CORP CMN CLASSA—S (partial)08/05/202609/01/2026$1,001 - $15,0000.95—0.90PartialPartial saleSpouseAug 5, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
108SPCONSOLIDATED EDISON INC CMN—S (partial)08/24/202609/01/2026$1,001 - $15,0000.94ED0.95PartialPartial saleSpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
109SPCALLAWAY GOLFCOMPANY CMN—S (partial)08/04/202609/01/2026$1,001 - $15,0000.94CALY0.92PartialPartial saleSpouseAug 4, 2026$1,001 - $15,000mid $8KStockmodelled
110SPDOLLAR GENERAL CORPORATION CMY—S08/24/202609/01/2026$1,001 - $15,0000.93—0.90SellSellSpouseAug 24, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
111SPCISCO SYSTEMS INC CMN—S (partial)08/24/202609/01/2026$1,001 - $15,0000.93CSCO0.95PartialPartial saleSpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
112SPCRH PUBLIC LIMITED COMPANY CMN—S08/24/202609/01/2026$1,001 - $15,0000.93CRH0.95SellSellSpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
113SPNIKE CLASS B CMN CLASS B—S (partial)08/24/202609/01/2026$1,001 - $15,0000.93NKE0.95PartialPartial saleSpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
114SPCVS HEALTH CORF CMN—S (partial)08/24/202609/01/2026$1,001 - $15,0000.93—0.90PartialPartial saleSpouseAug 24, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
115SPPINTERESTINCCMN CLASSA—S (partial)08/03/202609/01/2026$1,001 - $15,0000.93—0.00PartialPartial saleSpouseAug 3, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
116SPWLISFARGO&COMPANYCMN—S (partial)08/24/202609/01/2026$1,001 - $15,0000.94—0.00PartialPartial saleSpouseAug 24, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
117SPBROADCOM INC CMN—S (partial)08/24/202609/01/2026$1,001 - $15,0000.94AVGO0.95PartialPartial saleSpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
118?GCNIUS SPORTSLTD CMN
OCR: owner unreadable
—S (partial)08/05/202609/01/2026$1,001 - $15,0000.60—0.00PartialPartial saleUnknownAug 5, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
119SPAUTOZONE INC CMN—S08/24/202609/01/2026$1,001 - $15,0000.95AZO0.95SellSellSpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
120SPTHE PROCTER & GAMBLE COVPANY CMN—S (partial)08/24/202609/01/2026$1,001 - $15,0000.93—0.90PartialPartial saleSpouseAug 24, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
121SPCALLAWAY GQLE CQMPANY CMN—S (partial)08/03/202609/01/2026$1,001 - $15,0000.92—0.00PartialPartial saleSpouseAug 3, 2026$1,001 - $15,000mid $8KStocknot modelled
122SPVISTRA CORP CMN—S08/24/202609/01/2026$1,001 - $15,0000.93VST0.95SellSellSpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
123SPCARRIER GLOBAL CORPORATION CMN—S08/24/202609/01/2026$1,001 - $15,0000.92CARR0.95SellSellSpouseAug 24, 2026$1,001 - $15,000mid $8KStockmodelled
124SPUNITEDHEALTHGROUPINCORPORATE—S (partial)08/24/202609/01/2026$1,001 - $15,0000.92—0.00PartialPartial saleSpouseAug 24, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
125SPBARCLAYSBANKPLCLINKED+OS&PSOO—P08/06/202609/01/2026$250,001 - $500,0000.94—0.00BuyBuySpouseAug 6, 2026$250,001 - $500,000mid $375KUnknownReviewnot modelled
126SPJPMORGAN CHASE& CO LINKED TO S&P S0O INDEX—P08/27/202609/01/2026$100,001 - $250,0000.94—0.00BuyBuySpouseAug 27, 2026$100,001 - $250,000mid $175KBondnot modelled
127SPMICROSOFT CORPORATION CWN—P08/03/202609/01/2026$15,001 - $50,0000.94—0.90BuyBuySpouseAug 3, 2026$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
128SPORACLE CORPORATION CMN—P08/03/202609/01/2026$15,001 - $50,0000.92ORCL0.95BuyBuySpouseAug 3, 2026$15,001 - $50,000mid $32.5KStockmodelled
129SPBROADCOM INC. CMN—P08/03/202609/01/2026$15,001 - $50,0000.93AVGO0.95BuyBuySpouseAug 3, 2026$15,001 - $50,000mid $32.5KStockmodelled
130?LOWES COMPANIES INC CMN
OCR: owner unreadable
—P08/03/202609/01/2026$1,001 - $15,0000.60LOW0.95BuyBuyUnknownAug 3, 2026$1,001 - $15,000mid $8KStockReviewmodelled
131SPTEXAS INSTRUMENTS INC CMN—P08/03/202609/01/2026$1,001 - $15,0000.92TXN0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
132SPKKR & CO INC. CMN—P08/03/202609/01/2026$1,001 - $15,0000.93KKR0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
133SPAM R CAA TOVER CORPORATION CMN—P08/03/202609/01/2026$1,001 - $15,0000.94—0.00BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStocknot modelled
134?ORD MOTOR COMPANY CMN
OCR: owner unreadable
—P—09/01/2026$1,001 - $15,0000.60—0.85BuyBuyUnknown—$1,001 - $15,000mid $8KStockReviewnot modelled
135SPWALT G SAIFY COMPANY (THE) CMN—P08/03/202609/01/2026$1,001 - $15,0000.93—0.00BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStocknot modelled
136SPALTR!A GROUP INC CMN
OCR: amount unclear
—P03/03/202609/01/2026—0.30—0.00BuyBuySpouseMar 3, 2026—StockReviewnot modelled
137SPEMCOR GROUP INC. CMN—P08/03/202609/01/2026$1,001 - $15,0000.93EME0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
138SPMARTIN N ARIETTA MAIERIALS INC CMN—P08/03/202609/01/2026$1,001 - $15,0000.94—0.81BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
139SPVERTIVHOLDINGSLLCCMN CLASSA
OCR: amount unclear
—P08/03/202609/01/2026—0.30—0.00BuyBuySpouseAug 3, 2026—UnknownReviewnot modelled
140SPCOGNIZANTTECHNOLOGY SOLUTIONS CORP CLASS A—P08/03/202609/01/2026$1,001 - $15,0000.95CTSH0.92BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
141SPAT&T INC, CMN—P08/03/202609/01/2026$1,001 - $15,0000.87T0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
142SPT MOBILEUS INC CMN—P08/03/202609/01/2026$1,001 - $15,0000.93TMUS0.92BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
143SPTRACTOR SUPPLY COMPANY CMN—P08/03/202609/01/2026$1,001 - $15,0000.89TSCO0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
144SPFREEPORTMCMORANINCCMN—P08/03/202609/01/2026$1,001 - $15,0000.86FCX0.92BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
145SPBOSTON SCIENTIFIC CORP COMMON STOCK—P08/03/202609/01/2026$1,001 - $15,0000.90BSX0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
146SPUNITED RENTALS INC. CMN—P08/03/202609/01/2026$1,001 - $15,0000.89URI0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
147SPBUILOERS FIRSTSOURCE INC, EMN—P08/03/202609/01/2026$1,001 - $15,0000.89—0.00BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
148SPCME GROUP INC CMN CLASS A—P08/03/202609/01/2026$1,001 - $15,0000.88CME0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
149SPMARVELL TECHNOLOGY INC. CMN—P08/03/202609/01/2026$1,001 - $15,0000.87MRVL0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
150SPTAPESTRY, INC CMN—P08/03/202609/01/2026$1,001 - $15,0000.88TPR0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
151SPUNITED AIRLINES HOLDINGS INC CMN—P08/03/202609/01/2026$1,001 - $15,0000.89UAL0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
152SPLENNAR CORPORATION CMN CLASSA—P08/03/202609/01/2026$1,001 - $15,0000.89—0.90BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
153SPLUMENTUM HOLDINGSINC CMN—P08/03/202609/01/2026$1,001 - $15,0000.90LITE0.92BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
154SPRALPH LAUREN CORPCMN CLASSA—P08/03/202609/01/2026$1,001 - $15,0000.90—0.90BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
155SPLULULEMON ATHLETICA INC CMN—P08/03/202609/01/2026$1,001 - $15,0000.89LULU0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
156SPDR HORTON INC CMN—P08/03/202609/01/2026$1,001 - $15,0000.90DHI0.92BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
157SPFEDEX FREIGHT HOLDING COMPANY CMN—P08/03/202609/01/2026$1,001 - $15,0000.91FDXF0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
158?CROWN CASTLE INTL CORP CMN
OCR: owner unreadable
—P08/03/202609/01/2026$1,001 - $15,0000.60CCI0.92BuyBuyUnknownAug 3, 2026$1,001 - $15,000mid $8KStockReviewmodelled
159SPGE HEALTHCARE TECHNOLOGIES INC CMN—P08/03/202609/01/2026$1,001 - $15,0000.92GEHC0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
160SPFLEX LTD CMN—P08/03/202609/01/2026$1,001 - $15,0000.89FLEX0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
161SPDECKERS OUTDOORS CORP CMN—P08/03/202609/01/2026$1,001 - $15,0000.88—0.87BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
162SPROLLINS INC REGOFF SCTASK0796638—P08/03/202609/01/2026$1,001 - $15,0000.89—0.00BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
163SPCRH PUBLICLIMITED COMPANY CMN—P08/03/202609/01/2026$1,001 - $15,0000.89CRH0.92BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
164SPINSULETCORPORATION CMN—P08/03/202609/01/2026$1,001 - $15,0000.85PODD0.92BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
165SPESTEE LAUDER CQS INC CL A CMN CEASS—P08/03/202609/01/2026$1,001 - $15,0000.90—0.90BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
166SPRESMED INC CMN
OCR: date uncertain
—P08/03/202609/01/2026$1,001 - $15,0000.60RMD0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockReviewmodelled
167SPKEYSIGHTTECHNOLOGIES INC CMN—P08/03/202609/01/2026$1,001 - $15,0000.89KEYS0.92BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
168SPMASTERCARD INCORPORATED CMN CLASS A—P08/03/202609/01/2026$1,001 - $15,0000.90MA0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
169SPIDEXXLABORATORIESCMN—P08/03/202609/01/2026$1,001 - $15,0000.89IDXX0.92BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
170SPZOETIS INC CMN CLASS A—P08/03/202609/01/2026$1,001 - $15,0000.89ZTS0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
171SPULTA BEAUTY INC CMN—P08/03/202609/01/2026$1,001 - $15,0000.88ULTA0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
172SPAMAZON COM INC CMN—P08/03/202609/01/2026$1,001 - $15,0000.90AMZN0.95BuyBuySpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
173SPCALL/ING FLEX EURO PM @ 33 EXP 08/14/2026—P08/14/202609/01/2026$1,001 - $15,0000.90—0.00BuyBuySpouseAug 14, 2026$1,001 - $15,000mid $8KOptionnot modelled
174SPCALL/BBVA FLEX EURO PM 27 EXP 08/14/2026—P08/14/202609/01/2026$1,001 - $15,0000.91—0.00BuyBuySpouseAug 14, 2026$1,001 - $15,000mid $8KOptionnot modelled
175SPPuT/xSP @ 730 EXP 11/20/2026—S08/31/202609/01/2026$1,001 - $15,0000.89—0.00SellSellSpouseAug 31, 2026$1,001 - $15,000mid $8KOptionnot modelled
176SPdSX/Ind @ 735 EXP 10/3D/2026—S08/12/202609/01/2026$1,001 - $15,0000.91—0.00SellSellSpouseAug 12, 2026$1,001 - $15,000mid $8KOptionnot modelled
177SPPUT/XSP @735EXP09/30/2026—S08/06/202609/01/2026$1,001 - $15,0000.91—0.00SellSellSpouseAug 6, 2026$1,001 - $15,000mid $8KOptionnot modelled
178SPPUT/XSP @ 725 EXP 10/30/2026—S08/20/202609/01/2026$1,001 - $15,0000.90—0.00SellSellSpouseAug 20, 2026$1,001 - $15,000mid $8KOptionnot modelled
179SPTHE HOME DEPOT INC CMN—S (partial)08/03/202609/01/2026$15,001 - $50,0000.89HD0.95PartialPartial saleSpouseAug 3, 2026$15,001 - $50,000mid $32.5KStockmodelled
180SPPEPSICO INC CMN—S08/03/202609/01/2026$15,001 - $50,0000.89PEP0.95SellSellSpouseAug 3, 2026$15,001 - $50,000mid $32.5KStockmodelled
181SPTESLA INC. CMN—S (partial)08/03/202609/01/2026$15,001 - $50,0000.89TSLA0.95PartialPartial saleSpouseAug 3, 2026$15,001 - $50,000mid $32.5KStockmodelled
182SPTIX COMPANIES INC (NEW) CMN—S08/03/202609/01/2026$15,001 - $50,0000.88—0.00SellSellSpouseAug 3, 2026$15,001 - $50,000mid $32.5KStocknot modelled
183?INTUITIVESURGICAL INC CMN
OCR: owner unreadable
—S08/03/202609/01/2026$1,001 - $15,0000.60ISRG0.92SellSellUnknownAug 3, 2026$1,001 - $15,000mid $8KStockReviewmodelled
184SPAPPLOVIN CORPORATION CMN CLASS A—S08/03/202609/01/2026$1,001 - $15,0000.90APP0.95SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
185SPCITIGROUP INC CMN—S08/03/202609/01/2026$1,001 - $15,0000.91C0.95SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
186SPSYNOPSYS INC. CMN—S08/03/202609/01/2026$1,001 - $15,0000.90SNPS0.95SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
187SPQUALCOMM INC CMN—S (partial)08/03/202609/01/2026$1,001 - $15,0000.88QCOM0.95PartialPartial saleSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
188SPINTEL CORPORATION CMN—S (partial)08/03/202609/01/2026$1,001 - $15,0000.89INTC0.95PartialPartial saleSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
189SPUBER TECHNOLOGIES INC CMN—S (partial)08/03/202609/01/2026$1,001 - $15,0000.92UBER0.95PartialPartial saleSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
190SPINTL BUSINESS MACHINES CORP CMN—S (partial)08/03/202609/01/2026$1,001 - $15,0000.92IBM0.95PartialPartial saleSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
191SPNIKE CLASS B CMN CLASS B—S08/03/202609/01/2026$1,001 - $15,0000.88NKE0.95SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
192SPCADENCE DESIGN SYSTEMS INC CMN—S08/03/202609/01/2026$1,001 - $15,0000.88CDNS0.95SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
193SPOLD DOMINION FREIGHT UNE INC CMN—S08/03/202609/01/2026$1,001 - $15,0000.89—0.84SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockReviewnot modelled
194SPVICI PROPERTIES INC CMN—S08/03/202609/01/2026$1,001 - $15,0000.89VICI0.95SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
195SPVULCAN MATERIALS CO CMN—S08/03/202609/01/2026$1,001 - $15,0000.89VMC0.95SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
196SPCORNING INCORPORATED CMN—S08/03/202609/01/2026$1,001 - $15,0000.87GLW0.95SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
197SPSANDISKLORPORATIONCMN—S (partial)08/03/202609/01/2026$1,001 - $15,0000.88—0.00PartialPartial saleSpouseAug 3, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
198SPROBINHOOD MARKETS INC. CMN CLASS—S08/03/202609/01/2026$1,001 - $15,0000.86HOOD0.95SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
199SPLENNOX INTERNATIONAL INC CMN—S08/03/202609/01/2026$1,001 - $15,0000.88LII0.95SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
200SPADVANCEOMICRODEVICES INC CMN—S (partial)08/03/202609/01/2026$1,001 - $15,0000.87—0.00PartialPartial saleSpouseAug 3, 2026$1,001 - $15,000mid $8KStocknot modelled
201SPCISCO SYSTEMS INC. CMN—S (partial)08/03/202609/01/2026$1,001 - $15,0000.87CSCO0.95PartialPartial saleSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
202SPNETFLIX INC. CMN—S (partial)08/03/202609/01/2026$1,001 - $15,0000.89NFLX0.95PartialPartial saleSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
203SPLAMRESEARCHCORPORATIONCMN—S08/03/202609/01/2026$1,001 - $15,0000.88LRCX0.92SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
204SPHUBBELL INCORPORATED CMN—S08/03/202609/01/2026$1,001 - $15,0000.89HUBB0.95SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
205SPCIENA CORPORATION CMN—S08/03/202609/01/2026$1,001 - $15,0000.90CIEN0.95SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
206SPCOLGATE PALMOLIVE CO CMN—S (partial)08/03/202609/01/2026$1,001 - $15,0000.89CL0.95PartialPartial saleSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
207?GODADDY INC CMN CLASS A
OCR: owner unreadable
—S08/03/202609/01/2026$1,001 - $15,0000.60GDDY0.95SellSellUnknownAug 3, 2026$1,001 - $15,000mid $8KStockReviewmodelled
208SPEDWARDS LIFESCIENCES CORPORATI GMN
OCR: date order
—S (partial)08/03/202609/01/2025$1,001 - $15,0000.60—0.90PartialPartial saleSpouseAug 3, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
209SPAPPLEINC CMN—S (partial)08/03/202609/01/2026$1,001 - $15,0000.88AAPL0.92PartialPartial saleSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
210SPNORFOLK SOUTHERN CORPORATION CMN—S08/03/202609/01/2026$1,001 - $15,0000.90NSC0.95SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
211SPMASCO CORPORATION CMN
OCR: date order
—S08/03/202609/01/2025$1,001 - $15,0000.60MAS0.95SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockReviewmodelled
212SPCARVANACO CMN CLASSA—S (partial)08/03/202609/01/2026$1,001 - $15,0000.87—0.00PartialPartial saleSpouseAug 3, 2026$1,001 - $15,000mid $8KStocknot modelled
213SPMERCK & CO INC. CMN—S (partial)—09/01/2026$1,001 - $15,0000.89MRK0.95PartialPartial saleSpouse—$1,001 - $15,000mid $8KStockReviewnot modelled
214SPJABIL INC CMN—S08/03/202609/01/2026$1,001 - $15,0000.89JBL0.95SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
215SPFEDCX CORPORATION CMN—S08/03/202609/01/2026$1,001 - $15,0000.83—0.00SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStocknot modelled
216SPCOHERENT CORP CMN—S08/03/202609/01/2026$1,001 - $15,0000.95COHR0.95SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
217SPMODERNA INC CMN—S08/03/202609/01/2026$1,001 - $15,0000.94MRNA0.95SellSellSpouseAug 3, 2026$1,001 - $15,000mid $8KStockmodelled
218SPASML HOLDING N V ADR CMN—S (partial)08/14/202609/01/2026$1,001 - $15,0000.94ASML0.95PartialPartial saleSpouseAug 14, 2026$1,001 - $15,000mid $8KStockmodelled
219SPHOLLADAY UTAH LOC BLDG AUTH REV 5%11/15/33MN
OCR: date uncertain
—P03/31/202609/01/2026$50,001 - $100,0000.60—0.00BuyBuySpouseMar 31, 2026$50,001 - $100,000mid $75KBondReviewnot modelled
220SPWELLS FARGO & COMPANY HYBRID PERPETUAL
OCR: amount unclear
—P08/18/202609/01/2026—0.30—0.00BuyBuySpouseAug 18, 2026—BondReviewnot modelled
221SPBANK OF NEW YORK MELLON CORPOR HYBRID PERPETUALUSD—P08/18/202609/01/2026$1,001 - $15,0000.85—0.00BuyBuySpouseAug 18, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
222SPCOREBRIDGE FINANCIAL, INC HYBRID PERPETUALUSD—P08/18/202609/01/2026$1,001 - $15,0000.88—0.90BuyBuySpouseAug 18, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
223SPAMERICAN EXPRESS CO HYBRID PERPETUAL—P08/17/202609/01/2026$1,001 - $15,0000.88—0.90BuyBuySpouseAug 17, 2026$1,001 - $15,000mid $8KBondReviewnot modelled
224SPCHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL—P08/18/202609/01/2026$1,001 - $15,0000.93—0.00BuyBuySpouseAug 18, 2026$1,001 - $15,000mid $8KBondnot modelled
225SPCITIZENS FINANCIAL GROUP HYBRID PRPETUAL—P08/18/202609/01/2026$1,001 - $15,0000.93—0.00BuyBuySpouseAug 18, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
226SPAIMI RICAN EXPRESS CO HYBRID PCRPETUAL
OCR: date uncertain
—P08/06/2026—$1,001 - $15,0000.60—0.00BuyBuySpouseAug 6, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
227DCEMCOR GROUP INC CMN—P08/21/202609/01/2026$15,001 - $50,0000.94EME0.95BuyBuyDependentAug 21, 2026$15,001 - $50,000mid $32.5KStockmodelled
228DCQHIO ST WTR DEV AUTH REV REV S% 06/01/27 CA JD—P08/07/202609/01/2026$1,001 - $15,0000.94—0.00BuyBuyDependentAug 7, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
229DCCOLUMBUSOHIOFORISSUESDTDPR TO09/26/2012 GO5%—P08/17/202609/01/2026$1,001 - $15,0000.93—0.00BuyBuyDependentAug 17, 2026$1,001 - $15,000mid $8KBondnot modelled
230DCOHIO ST SPL OBLIG REV 5Y 04/01/27 AO—P08/19/202609/01/2026$1,001 - $15,0000.93—0.00BuyBuyDependentAug 19, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
231DCCOLUMBUS 0HIO GO 5/ 04/01/27 AO—P08/07/202609/01/2026$1,001 - $15,0000.93—0.00BuyBuyDependentAug 7, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
232DCOHIOSTWTRDEVAUTHWTRREVS% 06/01/27JD—P08/19/202609/01/2026$1,001 - $15,0000.93—0.00BuyBuyDependentAug 19, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
233DCOHIO ST MENTAL HEALTH CAP FACS REV50000%06/01/27JD—P08/05/202609/01/2026$1,001 - $15,0000.93—0.00BuyBuyDependentAug 5, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
234DCCITY OF COLUMBUS OHIO GO 5 0000% 04/01/27 A0—P08/19/202609/01/2026$1,001 - $15,0000.93—0.00BuyBuyDependentAug 19, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
235DCSTATE OFOHIO GEN OBLIGATION GO 5 00002.05/0L/27 MN—P08/10/202609/01/2026$1,001 - $15,0000.93—0.00BuyBuyDependentAug 10, 2026$1,001 - $15,000mid $8KUnknownReviewnot modelled
236DCSTATE GF O HIOGEN OBLIGATION GO 5 Q000% 05/01/27 MN—P—09/01/2026$1,001 - $15,0000.93—0.00BuyBuyDependent—$1,001 - $15,000mid $8KUnknownReviewnot modelled
237JTDI"TRICTCO'UMBIAINCOMETAXREV 5% 05/01/27 MN—P08/03/202609/01/2026$1,001 - $15,0000.88—0.00BuyBuyJointAug 3, 2026$1,001 - $15,000mid $8KBondnot modelled
238DCWILL&KENDALLCNTYSILLCMNTYGO 4% 01/01/27 JJ—P08/11/202609/01/2026$1,001 - $15,0000.92—0.00BuyBuyDependentAug 11, 2026$1,001 - $15,000mid $8KBondnot modelled
239?MIRION TECHNOLOGIES INC CMN CLA5S A
OCR: owner unreadable
—S08/21/202609/01/2026$15,001 - $50,0000.60—0.90SellSellUnknownAug 21, 2026$15,001 - $50,000mid $32.5KStockReviewnot modelled