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Source status
Filing audit view

8218321ParsedOCR

RDiana Harshbarger · House · ptr · filed Aug 27, 2021

Official filing metadata

Filer (as printed)
Hon. Diana Harshbarger
Office (as printed)
TN01
Chamber
House
Filing type
ptr
Filing date
Aug 27, 2021
Filing year
2021
Document format
pdf_image

Processing (ours)

Status
Parsed
Rows parsed
902
Parser version
ocr_grid_v3
First seen
Sep 8, 2026 23:51 UTC (initial backfill, not when it was published)
Fetched
Sep 9, 2026
Parsed
Nov 4, 2026
Internal id
2153

REVIEW OCR 59p, rotation [90]: 902 rows from 58 data pages, 1 pages unread

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 · 902

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
1—ABPRVATECREDITINVESTORSCORPORATION CLOSE4
OCR: date unreadable
—P——$15,001 - $50,0000.30—0.00BuyBuySelf—$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
2?VERISKANALYTICSINC
OCR: owner unreadable, date unreadable
—S——$1,001 - $15,0000.30VRSK0.92SellSellUnknown—$1,001 - $15,000mid $8KStockReviewnot modelled
3JTXILNXINC
OCR: date unreadable, low text confidence
—S——$1,001 - $15,0000.30—0.00SellSellJoint—$1,001 - $15,000mid $8KUnknownReviewnot modelled
4?TEXASINSTRUMENTSINC
OCR: owner unreadable, date unreadable
—S——$1,001 - $15,0000.30TXN0.92SellSellUnknown—$1,001 - $15,000mid $8KStockReviewnot modelled
5?NUANCECOMMUNICATIONSINC
OCR: owner unreadable
—S01/04/202101/20/2021$1,001 - $15,0000.60—0.00SellSellUnknownJan 4, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
6?WALMART INC
OCR: owner unreadable, date unreadable
—S——$1,001 - $15,0000.30WMT0.95SellSellUnknown—$1,001 - $15,000mid $8KStockReviewnot modelled
7?WELLBFARGO CO
OCR: owner unreadable
—P01/04/202101/29/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownJan 4, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
8—XLINXINC
OCR: date unreadable
—S——$1,001 - $15,0000.30—0.00SellSellSelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
9SPTEXASINSTRUMENTSINC
OCR: date unreadable
—S——$1,001 - $15,0000.30TXN0.92SellSellSpouse—$1,001 - $15,000mid $8KStockReviewnot modelled
10SPAPPLEINC—S01/04/2021—$1,001 - $15,0000.98AAPL0.92SellSellSpouseJan 4, 2021$1,001 - $15,000mid $8KStockmodelled
11SPNUANCECOMMUNICATONSINC
OCR: date unreadable
—S——$1,001 - $15,0000.30—0.00SellSellSpouse—$1,001 - $15,000mid $8KUnknownReviewnot modelled
12SPSUP GLDBAL INC
OCR: date unreadable
—S——$1,001 - $15,0000.30—0.00SellSellSpouse—$1,001 - $15,000mid $8KUnknownReviewnot modelled
13SPVERISKANALYTICSNC
OCR: date unreadable
—S——$1,001 - $15,0000.30—0.00SellSellSpouse—$1,001 - $15,000mid $8KUnknownReviewnot modelled
14?SPWELLSPARGOCO
OCR: owner unreadable
—P01/04/202101/29/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownJan 4, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
15SPAB PRIVATE CREDIT INVESTORSCORPORATION CLOSE4—P01/04/202101/29/2021$15,001 - $50,0000.97—0.00BuyBuySpouseJan 4, 2021$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
16?AUTOZONEINC
OCR: owner unreadable
—P01/05/202101/29/2021$1,001 - $15,0000.60AZO0.92BuyBuyUnknownJan 5, 2021$1,001 - $15,000mid $8KStockReviewmodelled
17SPMAGNAINTERNATIONALINC
OCR: date unreadable
—S——$1,001 - $15,0000.30MGA0.92SellSellSpouse—$1,001 - $15,000mid $8KStockReviewnot modelled
18SPPAOCTER&GAMBLE CO/THE—P01/05/2021—$1,001 - $15,0000.97—0.00BuyBuySpouseJan 5, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
19—ABHIGHINCOME ADV—S—01/29/2021$1,001 - $15,0000.96—0.00SellSellSelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
20—ABGLOBALBONDFUND-ADV—S01/06/202101/29/2021$1,001 - $15,0000.97—0.00SellSellSelfJan 6, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
21—BERNSTEININTERMEDIATE DURATIONPORTFOLIO—S01/06/202101/29/2021$1,001 - $15,0000.97—0.00SellSellSelfJan 6, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
22?PROGRESSVE CORP
OCR: owner unreadable
—S01/06/202101/29/2021$1,001 - $15,0000.60—0.86SellSellUnknownJan 6, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
23SPPAOGRESSIVE CORP—S01/06/202101/29/2021$1,001 - $15,0000.97—0.82SellSellSpouseJan 6, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
24SPADH:GHINCOME-ADV—S01/06/202101/29/2021$1,001 - $15,0000.97—0.00SellSellSpouseJan 6, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
25SPABGLOBALBONDFUND-ADV—S01/05/202101/29/2021$1,001 - $15,0000.97—0.00SellSellSpouseJan 5, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
26SPBERNSTEININTERMEDIATEDURATIONPORTFOLIO—S01/06/202101/29/2021$1,001 - $15,0000.97—0.00SellSellSpouseJan 6, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
27—PORT OFPORTLAND ORARPTREVENDUE 07/01/2036 5 000% [1]—S01/07/202101/29/2021$15,001 - $50,0000.97—0.00SellSellSelfJan 7, 2021$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
28—RAYTHEON TECHNOLOGIES CORP—S01/07/2021—$1,001 - $15,0000.97RTX0.92SellSellSelfJan 7, 2021$1,001 - $15,000mid $8KStockmodelled
29—PROGRESSIVE CORP—S01/07/202101/29/2021$1,001 - $15,0000.97PGR0.95SellSellSelfJan 7, 2021$1,001 - $15,000mid $8KStockmodelled
30—LKQ CORP—P01/07/202101/29/2021$1,001 - $15,0000.97LKQ0.98BuyBuySelfJan 7, 2021$1,001 - $15,000mid $8KStockmodelled
31JTCBAEGROUPINC-A—S01/07/202101/29/2021$1,001 - $15,0000.96—0.00SellSellJointJan 7, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
32JTRAYTHEONTECHNOLOGIESCORP—S01/07/202101/29/2021$1,001 - $15,0000.95RTX0.92SellSellJointJan 7, 2021$1,001 - $15,000mid $8KStockmodelled
33?MCROSOFTCORP
OCR: owner unreadable
—S01/07/202101/29/2021$1,001 - $15,0000.60—0.00SellSellUnknownJan 7, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
34JTPROCTER&GAMBLE CO/THE—P01/07/202101/29/2021$1,001 - $15,0000.96PG0.92BuyBuyJointJan 7, 2021$1,001 - $15,000mid $8KStockmodelled
35?LKOCORP
OCR: owner unreadable, date unreadable
—P——$1,001 - $15,0000.30—0.00BuyBuyUnknown—$1,001 - $15,000mid $8KUnknownReviewnot modelled
36—RAYTHEONTECHNOLOGIESCORP—S01/07/2021—$1,001 - $15,0000.96RTX0.92SellSellSelfJan 7, 2021$1,001 - $15,000mid $8KStockmodelled
37—LKQCORP—P01/07/202101/29/2021$1,001 - $15,0000.96LKQ0.92BuyBuySelfJan 7, 2021$1,001 - $15,000mid $8KStockmodelled
38SPCBREGROUPINC-A—S01/07/202101/29/2021$1,001 - $15,0000.95—0.00SellSellSpouseJan 7, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
39SPRAYTHEONTECHNOLOGIEBCORP—S01/07/202101/29/2021$1,001 - $15,0000.96—0.00SellSellSpouseJan 7, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
40SPCUBESMART—S—01/29/2021$1,001 - $15,0000.96CUBE0.95SellSellSpouse—$1,001 - $15,000mid $8KStockReviewnot modelled
41SPPROGRESSIVECORP—S01/07/202101/29/2021$1,001 - $15,0000.96PGR0.92SellSellSpouseJan 7, 2021$1,001 - $15,000mid $8KStockmodelled
42SPMCROSOFTCORP—S01/07/202101/29/2021$1,001 - $15,0000.96—0.00SellSellSpouseJan 7, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
43SPLKQCORP—P01/07/202101/20/2021$1,001 - $15,0000.96LKQ0.92BuyBuySpouseJan 7, 2021$1,001 - $15,000mid $8KStockmodelled
44—USTREASURYDUEOW15/20300B25%—P01/08/202101/29/2021$15,001 - $50,0000.96—0.00BuyBuySelfJan 8, 2021$15,001 - $50,000mid $32.5KBondnot modelled
45?S&P GLOBAL INC
OCR: owner unreadable
—S—01/29/2021$1,001 - $15,0000.60SPGI0.95SellSellUnknown—$1,001 - $15,000mid $8KStockReviewnot modelled
46?LKOCORP
OCR: owner unreadable, date unreadable
—P——$1,001 - $15,0000.30—0.00BuyBuyUnknown—$1,001 - $15,000mid $8KUnknownReviewnot modelled
47—FACEBOOKINC-CLASS A—S01/12/202101/29/2021$1,001 - $15,0000.96—0.00SellSellSelfJan 12, 2021$1,001 - $15,000mid $8KStocknot modelled
48?FACEBOOKINC-CUASSA
OCR: owner unreadable
—S01/12/202101/29/2021$1,001 - $15,0000.60—0.00SellSellUnknownJan 12, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
49—FACEBOOKINC-CLABSA—S01/12/202101/29/2021$1,001 - $15,0000.97—0.00SellSellSelfJan 12, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
50SPPACEBOOKINC-CLASSA—S01/12/202101/29/2021$1,001 - $15,0000.96—0.00SellSellSpouseJan 12, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
51SPFACEBOOK INC-CLASSA—S01/12/202101/29/2021$1,001 - $15,0000.97—0.00SellSellSpouseJan 12, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
52SPCHEVRONCORP—P01/12/202101/29/2021$1,001 - $15,0000.97CVX0.92BuyBuySpouseJan 12, 2021$1,001 - $15,000mid $8KStockmodelled
53—VMWARE INC-CLASS A—S—01/29/2021$1,001 - $15,0000.96—0.00SellSellSelf—$1,001 - $15,000mid $8KStockReviewnot modelled
54—KNIGHT·SWFTTRANSPORTATION—P01/13/202101/29/2021$1,001 - $15,0000.96—0.87BuyBuySelfJan 13, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
55?VMWARE INC-CLASSA
OCR: owner unreadable
—S01/13/202101/28/2021$1,001 - $15,0000.60—0.00SellSellUnknownJan 13, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
56JTKNIGHT-SWFTTRANSPORTATION—P01/13/202101/29/2021$1,001 - $15,0000.96—0.87BuyBuyJointJan 13, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
57—VMWARE INC-CLASSA—S01/13/202101/29/2021$1,001 - $15,0000.97—0.00SellSellSelfJan 13, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
58—KNIGHT-SWFTTRANSPORTATION—P01/13/202101/29/2021$1,001 - $15,0000.96—0.87BuyBuySelfJan 13, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
59DCMASSACHUSETT6GTDUE0B/01/20305000%[1]—S01/13/2021—$1,001 - $15,0000.97—0.00SellSellDependentJan 13, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
60SPVMWAREINC-CLASSA—S01/13/202101/29/2021$1,001 - $15,0000.96—0.00SellSellSpouseJan 13, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
61SPKNIGHT-SWFTTRANSPORTATION—P01/13/202101/20/2021$1,001 - $15,0000.96—0.87BuyBuySpouseJan 13, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
62—VMNAREINC-CLASSA
OCR: date unreadable
—S——$1,001 - $15,0000.30—0.00SellSellSelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
63?SPUSTREASURYDUE0B/15/20300.25%
OCR: owner unreadable, date unreadable
—P——$1,001 - $15,0000.30—0.00BuyBuyUnknown—$1,001 - $15,000mid $8KUnknownReviewnot modelled
64?PINNACLEWEST CAPITAL
OCR: owner unreadable
—S01/19/202101/29/2021$1,001 - $15,0000.60PNW0.92SellSellUnknownJan 19, 2021$1,001 - $15,000mid $8KStockReviewmodelled
65SPPINNACLEWEST CAPITAL—S01/19/202101/29/2021$1,001 - $15,0000.97PNW0.92SellSellSpouseJan 19, 2021$1,001 - $15,000mid $8KStockmodelled
66—ZIMMEABIOMETHOLDINGSINC—P01/20/2021—$1,001 - $15,0000.96—0.00BuyBuySelfJan 20, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
67—ROBERTHALF INTLINC—P01/20/2021—$1,001 - $15,0000.96—0.00BuyBuySelfJan 20, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
68?ZMERBSOMETHOLDINGSINC
OCR: owner unreadable
—P01/20/202101/29/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownJan 20, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
69?AOBERT HALFINTINC
OCR: owner unreadable
—P01/20/2021—$1,001 - $15,0000.60—0.00BuyBuyUnknownJan 20, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
70—JOHNSON &JOHNSON—S01/20/2021—$1,001 - $15,0000.96JNJ0.92SellSellSelfJan 20, 2021$1,001 - $15,000mid $8KStockmodelled
71—USTREASURYDUED8/15/20300B25%—P01/20/202101/20/2021$1,001 - $15,0000.97—0.00BuyBuySelfJan 20, 2021$1,001 - $15,000mid $8KBondnot modelled
72—ZIMMER BIOMETHOLDNGSINC—P01/20/202101/29/2021$1,001 - $15,0000.96—0.00BuyBuySelfJan 20, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
73—ROBERTHALFINTLINC—P01/20/2021—$1,001 - $15,0000.97—0.00BuyBuySelfJan 20, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
74SPZNAMERBIOMETHOLDINGSINC—P01/20/202101/29/2021$1,001 - $15,0000.96—0.00BuyBuySpouseJan 20, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
75SPROBERTHALFINTLINC—P01/20/202101/20/2021$1,001 - $15,0000.96—0.00BuyBuySpouseJan 20, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
76—REGENERONPHARMACEUTICALS
OCR: date order
—S01/21/202101/20/2021$1,001 - $15,0000.60REGN0.92SellSellSelfJan 21, 2021$1,001 - $15,000mid $8KStockReviewmodelled
77?REGENERONPHARMACEUTICALS
OCR: owner unreadable
—S01/21/202101/29/2021$1,001 - $15,0000.60REGN0.92SellSellUnknownJan 21, 2021$1,001 - $15,000mid $8KStockReviewmodelled
78—REGENERONPHARMACEUTCALS—S01/21/202101/29/2021$1,001 - $15,0000.96—0.00SellSellSelfJan 21, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
79?REGENERONPHARMACEUTICALS
OCR: owner unreadable
—S01/21/202101/29/2021$1,001 - $15,0000.60REGN0.92SellSellUnknownJan 21, 2021$1,001 - $15,000mid $8KStockReviewmodelled
80—NOSNHONOSNHO
OCR: date order
—S01/25/202101/20/2021$1,001 - $15,0000.60—0.00SellSellSelfJan 25, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
81?NOSNHORNOSNHON
OCR: owner unreadable
—S01/25/202101/29/2021$1,001 - $15,0000.60—0.00SellSellUnknownJan 25, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
82SPNOSNHONTNOSNHO—S01/25/202101/29/2021$1,001 - $15,0000.97—0.00SellSellSpouseJan 25, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
83—ELILILLY&CO—S01/26/202101/28/2021$1,001 - $15,0000.96LLY0.92SellSellSelfJan 26, 2021$1,001 - $15,000mid $8KStockmodelled
84—APPLE INC—S01/20/2021—$1,001 - $15,0000.96AAPL0.95SellSellSelfJan 20, 2021$1,001 - $15,000mid $8KStockmodelled
85—NUANCECOMMUNCATIONSINC
OCR: date order
—S01/25/202101/20/2021$1,001 - $15,0000.60—0.00SellSellSelfJan 25, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
86—AMERICANELECTRICPOWER—S01/26/202101/28/2021$1,001 - $15,0000.97AEP0.92SellSellSelfJan 26, 2021$1,001 - $15,000mid $8KStockmodelled
87—CH ROBINSON WORLDWDE INC—S01/26/202101/29/2021$1,001 - $15,0000.96—0.82SellSellSelfJan 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
88—MASCO CORP—S01/26/202101/29/2021$1,001 - $15,0000.97MAS0.95SellSellSelfJan 26, 2021$1,001 - $15,000mid $8KStockmodelled
89—LOCKHEED MARTIN CORP—S—01/20/2021$1,001 - $15,0000.96LMT0.95SellSellSelf—$1,001 - $15,000mid $8KStockReviewnot modelled
90—AUTOZONEINC—P01/26/202101/29/2021$1,001 - $15,0000.97AZO0.92BuyBuySelfJan 26, 2021$1,001 - $15,000mid $8KStockmodelled
91—FIDELITYMATIONALINFOSERV—P01/26/202101/29/2021$1,001 - $15,0000.97—0.00BuyBuySelfJan 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
92—OREILLYAUTOMOTIVEINC—P01/26/202101/29/2021$1,001 - $15,0000.96ORLY0.92BuyBuySelfJan 26, 2021$1,001 - $15,000mid $8KStockmodelled
93—CMEGROUPINC—P01/28/2021—$1,001 - $15,0000.97CME0.92BuyBuySelfJan 28, 2021$1,001 - $15,000mid $8KStockmodelled
94—PAYCHEXINC—P01/26/202101/29/2021$1,001 - $15,0000.96PAYX0.92BuyBuySelfJan 26, 2021$1,001 - $15,000mid $8KStockmodelled
95JTAPPLEINC—S01/28/202101/29/2021$1,001 - $15,0000.97AAPL0.92SellSellJointJan 28, 2021$1,001 - $15,000mid $8KStockmodelled
96JTELSLLLY&CO—S01/26/2021—$1,001 - $15,0000.98—0.00SellSellJointJan 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
97?MASCO CORP
OCR: owner unreadable
—S—01/29/2021$1,001 - $15,0000.60MAS0.95SellSellUnknown—$1,001 - $15,000mid $8KStockReviewnot modelled
98JTL3HARRIS TECHNOLOGIES INC—S01/26/202101/29/2021$1,001 - $15,0000.97LHX0.95SellSellJointJan 26, 2021$1,001 - $15,000mid $8KStockmodelled
99?CHROBINSONWORLDWDEINC
OCR: owner unreadable
—S01/28/202101/29/2021$1,001 - $15,0000.60—0.00SellSellUnknownJan 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
100?LOCKHEEDWARTINCORP
OCR: owner unreadable
—S01/26/202101/28/2021$1,001 - $15,0000.60—0.00SellSellUnknownJan 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
101?ORACLECORP
OCR: owner unreadable
—P01/26/202101/29/2021$1,001 - $15,0000.60ORCL0.92BuyBuyUnknownJan 26, 2021$1,001 - $15,000mid $8KStockReviewmodelled
102JTOREILLYAUTOMOTIVEINC—P01/28/2021—$1,001 - $15,0000.97ORLY0.92BuyBuyJointJan 28, 2021$1,001 - $15,000mid $8KStockmodelled
103JTPAYCHEXINC—P01/26/202101/29/2021$1,001 - $15,0000.97PAYX0.92BuyBuyJointJan 26, 2021$1,001 - $15,000mid $8KStockmodelled
104JTCMEGROUPINC—P01/26/202101/29/2021$1,001 - $15,0000.97CME0.92BuyBuyJointJan 26, 2021$1,001 - $15,000mid $8KStockmodelled
105—ELILILLY&CO
OCR: date order
—S01/28/202101/20/2021$1,001 - $15,0000.60LLY0.92SellSellSelfJan 28, 2021$1,001 - $15,000mid $8KStockReviewmodelled
106—ESSENT GROUPLTD—S01/26/202101/29/2021$1,001 - $15,0000.97ESNT0.92SellSellSelfJan 26, 2021$1,001 - $15,000mid $8KStockmodelled
107—APPLEINC
OCR: date unreadable
—S——$1,001 - $15,0000.30AAPL0.92SellSellSelf—$1,001 - $15,000mid $8KStockReviewnot modelled
108—NUANCECOMHUNICATIONS INC
OCR: date order
—S01/26/202101/20/2021$1,001 - $15,0000.60—0.00SellSellSelfJan 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
109—MASCO CORP—S01/20/202101/20/2021$1,001 - $15,0000.97MAS0.95SellSellSelfJan 20, 2021$1,001 - $15,000mid $8KStockmodelled
110—CH ROBJNSONWORLDWDEINC—S01/26/202101/29/2021$1,001 - $15,0000.97—0.00SellSellSelfJan 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
111—LOCKHEED MARTIN CORP—S01/26/202101/29/2021$1,001 - $15,0000.97LMT0.95SellSellSelfJan 26, 2021$1,001 - $15,000mid $8KStockmodelled
112—ZIMERBIOMETHOLDINGSINC—P01/26/202101/29/2021$1,001 - $15,0000.97—0.00BuyBuySelfJan 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
113—PAYCHEXINC—P01/26/202101/28/2021$1,001 - $15,0000.97PAYX0.92BuyBuySelfJan 26, 2021$1,001 - $15,000mid $8KStockmodelled
114—AMERICANFINANCIALGROUPINC—P01/26/202101/29/2021$1,001 - $15,0000.97AFG0.92BuyBuySelfJan 26, 2021$1,001 - $15,000mid $8KStockmodelled
115SPELILLLY&CO—S01/26/202101/29/2021$1,001 - $15,0000.97—0.00SellSellSpouseJan 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
116SPAPPLE INC—S01/26/202101/29/2021$1,001 - $15,0000.96AAPL0.95SellSellSpouseJan 26, 2021$1,001 - $15,000mid $8KStockmodelled
117SPMASCO CORP—S01/28/202101/29/2021$1,001 - $15,0000.95MAS0.95SellSellSpouseJan 28, 2021$1,001 - $15,000mid $8KStockmodelled
118SPESSENTGRDUPLTD
OCR: date order
—S01/28/202101/20/2021$1,001 - $15,0000.60—0.00SellSellSpouseJan 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
119SPCH ROBINSONWORLDWDE INC—S01/26/202101/29/2021$1,001 - $15,0000.96—0.00SellSellSpouseJan 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
120SPNUANCECONMUNICATIONSINC—S01/26/202101/29/2021$1,001 - $15,0000.96—0.00SellSellSpouseJan 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
121SPORACLECOAP—P01/26/202101/29/2021$1,001 - $15,0000.96—0.00BuyBuySpouseJan 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
122SPPAYCHEXINC
OCR: date order
—P01/26/202101/20/2021$1,001 - $15,0000.60PAYX0.92BuyBuySpouseJan 26, 2021$1,001 - $15,000mid $8KStockReviewmodelled
123SPCME GROUP INC—P01/26/2021—$1,001 - $15,0000.96CME0.95BuyBuySpouseJan 26, 2021$1,001 - $15,000mid $8KStockmodelled
124—AB GLOBAL BOND FUND- ADV—S—01/29/2021$1,001 - $15,0000.96—0.90SellSellSelf—$1,001 - $15,000mid $8KMutual fundReviewnot modelled
125—BERNSTEININTERMEDIATE DURATION PORTFOLIO
OCR: date unreadable
—S——$1,001 - $15,0000.30—0.00SellSellSelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
126—AB HIGH 1NCOME-ADV—S01/27/2021—$1,001 - $15,0000.96—0.00SellSellSelfJan 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
127—ANTHEMINC—P01/27/202101/29/2021$1,001 - $15,0000.96ELV0.92BuyBuySelfJan 27, 2021$1,001 - $15,000mid $8KStockmodelled
128—CITRIX SYSTEMSINC—P01/27/2021—$1,001 - $15,0000.97—0.00BuyBuySelfJan 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
129—ALLIANTCNLRGYCORO—P—01/20/2021$1,001 - $15,0000.97—0.00BuyBuySelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
130—ALPHABETINC-CLC—P01/27/2021—$1,001 - $15,0000.96—0.00BuyBuySelfJan 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
131—INTERCONTINENTALEXCHANGEIN—P01/27/2021—$1,001 - $15,0000.97—0.00BuyBuySelfJan 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
132—ROBERT HALF INTL INC—P01/27/202101/29/2021$1,001 - $15,0000.96RHI0.92BuyBuySelfJan 27, 2021$1,001 - $15,000mid $8KStockmodelled
133—ALLSTATE CORP—P01/27/2021—$1,001 - $15,0000.96ALL0.95BuyBuySelfJan 27, 2021$1,001 - $15,000mid $8KStockmodelled
134?ROBERT HALF INTL INC
OCR: owner unreadable
—P01/27/202101/29/2021$1,001 - $15,0000.60RHI0.92BuyBuyUnknownJan 27, 2021$1,001 - $15,000mid $8KStockReviewmodelled
135?AUTOZONEINC
OCR: owner unreadable
—P01/27/202101/29/2021$1,001 - $15,0000.60AZO0.92BuyBuyUnknownJan 27, 2021$1,001 - $15,000mid $8KStockReviewmodelled
136JTINTERCONTINENTAIEXCHANGEIN—P01/27/202101/29/2021$1,001 - $15,0000.97—0.00BuyBuyJointJan 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
137?CITRIXSYSTEMSINC
OCR: owner unreadable
—P—01/29/2021$1,001 - $15,0000.60—0.00BuyBuyUnknown—$1,001 - $15,000mid $8KUnknownReviewnot modelled
138?JPMORGANCHASE&CO
OCR: owner unreadable
—P01/27/202101/29/2021$1,001 - $15,0000.60JPM0.92BuyBuyUnknownJan 27, 2021$1,001 - $15,000mid $8KStockReviewmodelled
139?ALLSTATE CORP
OCR: owner unreadable
—P01/27/2021—$1,001 - $15,0000.60ALL0.95BuyBuyUnknownJan 27, 2021$1,001 - $15,000mid $8KStockReviewmodelled
140—JPMORGAN CHASECO—P01/27/2021—$1,001 - $15,0000.95—0.84BuyBuySelfJan 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
141—AUTOZONE INC—P01/27/202101/29/2021$1,001 - $15,0000.95AZO0.95BuyBuySelfJan 27, 2021$1,001 - $15,000mid $8KStockmodelled
142—CITRLX SYSTEMSINC—P—01/29/2021$1,001 - $15,0000.96—0.00BuyBuySelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
143—OREILLYAUTOMOTTVEINC—P01/27/2021—$1,001 - $15,0000.95—0.00BuyBuySelfJan 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
144—INIEHCUNIINENIALCXCHANGEIN—P01/27/202101/29/2021$1,001 - $15,0000.96—0.00BuyBuySelfJan 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
145—ROBERT HALF INTL INC
OCR: date order
—P01/27/202101/20/2021$1,001 - $15,0000.60RHI0.92BuyBuySelfJan 27, 2021$1,001 - $15,000mid $8KStockReviewmodelled
146—ALLSTATE CORP—P01/27/2021—$1,001 - $15,0000.96ALL0.95BuyBuySelfJan 27, 2021$1,001 - $15,000mid $8KStockmodelled
147SPCITRIXSYSTEMSINC—P01/27/202101/28/2021$1,001 - $15,0000.96—0.00BuyBuySpouseJan 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
148SPAUTOZONENC—P01/27/202101/29/2021$1,001 - $15,0000.96—0.00BuyBuySpouseJan 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
149SPJPMORGANCHASECO—P01/27/202101/29/2021$1,001 - $15,0000.95—0.00BuyBuySpouseJan 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
150SPROBERT HALF INTL, INC—P01/27/202101/29/2021$1,001 - $15,0000.95RHI0.92BuyBuySpouseJan 27, 2021$1,001 - $15,000mid $8KStockmodelled
151SPINTERCONTINENTALEXCHANGEIN—P01/27/202101/29/2021$1,001 - $15,0000.95—0.00BuyBuySpouseJan 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
152SPALLSTATECORP—P01/27/202101/29/2021$1,001 - $15,0000.95ALL0.92BuyBuySpouseJan 27, 2021$1,001 - $15,000mid $8KStockmodelled
153SPAMAZONCOMINC—P01/27/202101/29/2021$1,001 - $15,0000.96AMZN0.92BuyBuySpouseJan 27, 2021$1,001 - $15,000mid $8KStockmodelled
154SPABGLOBALBOND FUND.ADV—S01/27/202101/29/2021$1,001 - $15,0000.94—0.00SellSellSpouseJan 27, 2021$1,001 - $15,000mid $8KMutual fundnot modelled
155SPBERNSTEININTERMEDIATE DURATION PORTFOLIO
OCR: date order
—S01/27/202101/20/2021$1,001 - $15,0000.60—0.00SellSellSpouseJan 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
156SPABHIGHINCOME-ADV—S01/27/202101/29/2021$1,001 - $15,0000.97—0.00SellSellSpouseJan 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
157—ASPRVATECREDTINVESTORSCORPORATION—P01/28/2021—$1,001 - $15,0000.96—0.00BuyBuySelfJan 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
158—ESSENT OROUPLTD—S01/28/202101/29/2021$1,001 - $15,0000.96—0.00SellSellSelfJan 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
159—-MOBILEUSINC—P01/25/202101/29/2021$1,001 - $15,0000.96—0.00BuyBuySelfJan 25, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
160—KONINKLLKEAHOLD-SPADR—P01/20/202101/20/2021$1,001 - $15,0000.96—0.00BuyBuySelfJan 20, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
161?KONINKLUKEAHOLD-SPADR
OCR: owner unreadable
—P01/28/202101/29/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownJan 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
162—T-MOBILEUSINC—P01/28/202101/29/2021$1,001 - $15,0000.96TMUS0.92BuyBuySelfJan 28, 2021$1,001 - $15,000mid $8KStockmodelled
163—KONINKLUKEAHOLD-SPADR—P—01/29/2021$1,001 - $15,0000.96—0.00BuyBuySelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
164SPKONINKLUKEAHOLD-SPAOR
OCR: date unreadable
—P——$1,001 - $15,0000.30—0.00BuyBuySpouse—$1,001 - $15,000mid $8KUnknownReviewnot modelled
165SPABPRIVATE CREDNTIMVESTORSCORPORATION—P01/28/2021—$1,001 - $15,0000.96—0.00BuyBuySpouseJan 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
166?JUSTREASURYBILLSOUEC4/01/2021
OCR: owner unreadable, date order
—P01/29/202101/20/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownJan 29, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
167—T-MOBILEUSINC—P01/29/202101/29/2021$1,001 - $15,0000.96TMUS0.92BuyBuySelfJan 29, 2021$1,001 - $15,000mid $8KStockmodelled
168SPUSTREASURYBILLSDUE0401/2021—P01/29/202101/29/2021$1,001 - $15,0000.96—0.00BuyBuySpouseJan 29, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
169—ABPRIVATECREDITINVESTORSCORPORATION CLOSE4—P02/01/202102/26/2021$15,001 - $50,0000.95—0.00BuyBuySelfFeb 1, 2021$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
170?KLACORP
OCR: owner unreadable
—S02/01/202102/26/2021$1,001 - $15,0000.60KLAC0.92SellSellUnknownFeb 1, 2021$1,001 - $15,000mid $8KStockReviewmodelled
171—KLACORP—S02/01/202102/26/2021$1,001 - $15,0000.97KLAC0.92SellSellSelfFeb 1, 2021$1,001 - $15,000mid $8KStockmodelled
172SPKLA CORP—S02/01/202102/26/2021$1,001 - $15,0000.96KLAC0.95SellSellSpouseFeb 1, 2021$1,001 - $15,000mid $8KStockmodelled
173SPABPRNATECREDITINVESTORSCORPORATION CLOSE4—P—02/26/2021$15,001 - $50,0000.96—0.00BuyBuySpouse—$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
174—STELLANTISNV—P02/02/202102/26/2021$1,001 - $15,0000.96STLA0.92BuyBuySelfFeb 2, 2021$1,001 - $15,000mid $8KStockmodelled
175JTT-MODILE USINC—P02/02/202102/26/2021$1,001 - $15,0000.97—0.00BuyBuyJointFeb 2, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
176?STELLANTISNV
OCR: owner unreadable
—P02/02/202102/26/2021$1,001 - $15,0000.60STLA0.92BuyBuyUnknownFeb 2, 2021$1,001 - $15,000mid $8KStockReviewmodelled
177—STELLANTISHV—P02/02/2021—$1,001 - $15,0000.97—0.82BuyBuySelfFeb 2, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
178SPT-MOBILEUSINC—P02/02/202102/26/2021$1,001 - $15,0000.97TMUS0.92BuyBuySpouseFeb 2, 2021$1,001 - $15,000mid $8KStockmodelled
179SPSTELLANTISNV—P02/02/2021—$1,001 - $15,0000.96STLA0.92BuyBuySpouseFeb 2, 2021$1,001 - $15,000mid $8KStockmodelled
180—TMOBILEUSINC—P02/04/202102/28/2021$1,001 - $15,0000.97TMUS0.92BuyBuySelfFeb 4, 2021$1,001 - $15,000mid $8KStockmodelled
181—T-MOBILEUSINC—P02/04/202102/26/2021$1,001 - $15,0000.96TMUS0.92BuyBuySelfFeb 4, 2021$1,001 - $15,000mid $8KStockmodelled
182—AMDOCS LTD—S02/05/202102/26/2021$1,001 - $15,0000.97DOX0.95SellSellSelfFeb 5, 2021$1,001 - $15,000mid $8KStockmodelled
183—REPUBLIC SERVCES INC—S02/05/202102/26/2021$1,001 - $15,0000.96—0.87SellSellSelfFeb 5, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
184—MOTOROLA SOLUTIONS INC—S02/05/202102/26/2021$1,001 - $15,0000.96MSI0.95SellSellSelfFeb 5, 2021$1,001 - $15,000mid $8KStockmodelled
185—TEXAS INSTRUMENTS INC—S02/05/202102/26/2021$1,001 - $15,0000.96TXN0.95SellSellSelfFeb 5, 2021$1,001 - $15,000mid $8KStockmodelled
186—ROCHEHOLDINGSLTD.SPONSADR—P02/05/202102/28/2021$1,001 - $15,0000.97—0.00BuyBuySelfFeb 5, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
187JTMOTOROLASOLUTONSINC—S02/05/202102/26/2021$1,001 - $15,0000.96—0.00SellSellJointFeb 5, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
188?REPUBLC SERVICES INC
OCR: owner unreadable
—S02/05/202102/26/2021$1,001 - $15,0000.60—0.87SellSellUnknownFeb 5, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
189?TEXASINSTRUMENTSINC
OCR: owner unreadable
—S02/05/202102/26/2021$1,001 - $15,0000.60TXN0.92SellSellUnknownFeb 5, 2021$1,001 - $15,000mid $8KStockReviewmodelled
190JTAMDOCSLTD—S02/05/202102/26/2021$1,001 - $15,0000.96—0.00SellSellJointFeb 5, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
191—REPUBLICSEAVICESINC—S02/05/202102/26/2021$1,001 - $15,0000.96—0.00SellSellSelfFeb 5, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
192—AMDOCS LTD—S02/05/202102/26/2021$1,001 - $15,0000.96DOX0.95SellSellSelfFeb 5, 2021$1,001 - $15,000mid $8KStockmodelled
193—TEXASINSTRUMENTSINC—S02/05/202102/26/2021$1,001 - $15,0000.96TXN0.92SellSellSelfFeb 5, 2021$1,001 - $15,000mid $8KStockmodelled
194—MOTOROLASOLUTIONSINC—S02/05/202102/26/2021$1,001 - $15,0000.97MSI0.92SellSellSelfFeb 5, 2021$1,001 - $15,000mid $8KStockmodelled
195SPANDOCSLTD—S02/05/202102/26/2021$1,001 - $15,0000.97—0.00SellSellSpouseFeb 5, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
196SPREPUBLIC SERVICESINC—S02/05/202102/26/2021$1,001 - $15,0000.96RSG0.92SellSellSpouseFeb 5, 2021$1,001 - $15,000mid $8KStockmodelled
197SPTEXAS INSTRUMENTS INC—S02/05/202102/26/2021$1,001 - $15,0000.96TXN0.95SellSellSpouseFeb 5, 2021$1,001 - $15,000mid $8KStockmodelled
198—L3HARRISTECHNOLOGIESINC—S02/08/202102/26/2021$1,001 - $15,0000.96LHX0.92SellSellSelfFeb 8, 2021$1,001 - $15,000mid $8KStockmodelled
199—GENERAC HOLDINGS INC—P02/08/202102/26/2021$1,001 - $15,0000.97GNRC0.95BuyBuySelfFeb 8, 2021$1,001 - $15,000mid $8KStockmodelled
200—ROSS STORES INC—P02/08/202102/26/2021$1,001 - $15,0000.96ROST0.95BuyBuySelfFeb 8, 2021$1,001 - $15,000mid $8KStockmodelled
201—FIDELITYNATIONALINFO SERV—P02/08/202102/26/2021$1,001 - $15,0000.97—0.00BuyBuySelfFeb 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
202—BRISTOL-MYEAS SQUIBB CO—P02/08/2021—$1,001 - $15,0000.97—0.85BuyBuySelfFeb 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
203—SHERWIN-WELLIAMSCO/THE—P02/08/202102/26/2021$1,001 - $15,0000.96—0.00BuyBuySelfFeb 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
204?FDELITYMATHONALINFOSERV
OCR: owner unreadable
—P02/08/202102/26/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownFeb 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
205?ROCHEHOLDINGSLTD-GPONSADR
OCR: owner unreadable
—P—02/26/2021$1,001 - $15,0000.60—0.00BuyBuyUnknown—$1,001 - $15,000mid $8KUnknownReviewnot modelled
206?SHERWIN-WLLAMSCO/THE
OCR: owner unreadable
—P02/08/202102/26/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownFeb 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
207?BRISTOL-MYEASSOUBSCO
OCR: owner unreadable
—P02/08/202102/26/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownFeb 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
208?T-MOBILEUSINC
OCR: owner unreadable
—P02/08/202102/26/2021$1,001 - $15,0000.60TMUS0.92BuyBuyUnknownFeb 8, 2021$1,001 - $15,000mid $8KStockReviewmodelled
209—L3HARAIS TECHNOLOGIES INC—S02/08/202102/26/2021$1,001 - $15,0000.97—0.86SellSellSelfFeb 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
210—KLACORP—S02/08/202102/26/2021$1,001 - $15,0000.97KLAC0.92SellSellSelfFeb 8, 2021$1,001 - $15,000mid $8KStockmodelled
211—NOSNHONOSNHO—S02/08/202102/28/2021$1,001 - $15,0000.97—0.00SellSellSelfFeb 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
212—GENERACHOLDINGSINC—P02/08/202102/26/2021$1,001 - $15,0000.96GNRC0.92BuyBuySelfFeb 8, 2021$1,001 - $15,000mid $8KStockmodelled
213—ROSSSTORESINC—P02/08/202102/26/2021$1,001 - $15,0000.96ROST0.92BuyBuySelfFeb 8, 2021$1,001 - $15,000mid $8KStockmodelled
214—FIDELITYNATIONALINFOSERV—P02/08/202102/26/2021$1,001 - $15,0000.96—0.00BuyBuySelfFeb 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
215—SHERVN-WLLIAMSCOTHE—P02/08/202102/26/2021$1,001 - $15,0000.97—0.00BuyBuySelfFeb 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
216—BRISTOL-MYERSSQUIBO CO—P02/08/202102/26/2021$1,001 - $15,0000.96—0.83BuyBuySelfFeb 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
217SPL3HARRIS TECHNOLOGIES INC—S02/08/202102/26/2021$1,001 - $15,0000.97LHX0.95SellSellSpouseFeb 8, 2021$1,001 - $15,000mid $8KStockmodelled
218SPKLA CORP—S—02/26/2021$1,001 - $15,0000.96KLAC0.95SellSellSpouse—$1,001 - $15,000mid $8KStockReviewnot modelled
219SPJOHNSON&JOHNSON—S02/08/202102/28/2021$1,001 - $15,0000.96JNJ0.92SellSellSpouseFeb 8, 2021$1,001 - $15,000mid $8KStockmodelled
220SPBAISTOL-MYERSSQUIBB CO—P—02/26/2021$1,001 - $15,0000.97—0.83BuyBuySpouse—$1,001 - $15,000mid $8KUnknownReviewnot modelled
221SPFIDELITYNATIONALINFOSERV—P02/08/202102/28/2021$1,001 - $15,0000.96—0.00BuyBuySpouseFeb 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
222SPT-MOBILEUSINC—P02/08/2021—$1,001 - $15,0000.94TMUS0.92BuyBuySpouseFeb 8, 2021$1,001 - $15,000mid $8KStockmodelled
223SPSHERWIN-WLEAMSCO/THE—P02/08/202102/28/2021$1,001 - $15,0000.82—0.00BuyBuySpouseFeb 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
224—AMERICANTOWERCORP—P02/09/202102/28/2021$1,001 - $15,0000.96AMT0.92BuyBuySelfFeb 9, 2021$1,001 - $15,000mid $8KStockmodelled
225—AB TAXABLE MS INCOME—P02/09/202102/26/2021$1,001 - $15,0000.96—0.00BuyBuySelfFeb 9, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
226—AMERICANTOWER CORP—P02/09/202102/28/2021$1,001 - $15,0000.96AMT0.92BuyBuySelfFeb 9, 2021$1,001 - $15,000mid $8KStockmodelled
227SPROCHE HOLDINGSLTD-SPONSADR—P02/09/202102/26/2021$1,001 - $15,0000.96—0.00BuyBuySpouseFeb 9, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
228SPAMERICANTOWERCORP—P02/09/202102/28/2021$1,001 - $15,0000.96AMT0.92BuyBuySpouseFeb 9, 2021$1,001 - $15,000mid $8KStockmodelled
229—ACTMSION BLIZZARDINC
OCR: date unreadable
—P——$1,001 - $15,0000.30—0.00BuyBuySelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
230—ACTIMSIONBLIZZAADINC—P02/10/202102/26/2021$1,001 - $15,0000.96—0.00BuyBuySelfFeb 10, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
231SPACTMSION BLIZZARD INC—P02/10/202102/26/2021$1,001 - $15,0000.96—0.00BuyBuySpouseFeb 10, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
232—KLA CORP—S02/11/202102/26/2021$1,001 - $15,0000.96KLAC0.95SellSellSelfFeb 11, 2021$1,001 - $15,000mid $8KStockmodelled
233—NORTONLIFELOCKINC—P02/11/202102/26/2021$1,001 - $15,0000.96GEN0.92BuyBuySelfFeb 11, 2021$1,001 - $15,000mid $8KStockmodelled
234?KLACORP
OCR: owner unreadable
—S—02/28/2021$1,001 - $15,0000.60KLAC0.92SellSellUnknown—$1,001 - $15,000mid $8KStockReviewnot modelled
235JTAMERICANTOWERCORP—P02/11/202102/28/2021$1,001 - $15,0000.96AMT0.92BuyBuyJointFeb 11, 2021$1,001 - $15,000mid $8KStockmodelled
236—KLACORP—S02/11/202102/26/2021$1,001 - $15,0000.97KLAC0.92SellSellSelfFeb 11, 2021$1,001 - $15,000mid $8KStockmodelled
237—PAYPAL HOLDINGS INC—S02/11/202102/20/2021$1,001 - $15,0000.96PYPL0.95SellSellSelfFeb 11, 2021$1,001 - $15,000mid $8KStockmodelled
238SPKLACORP—S02/11/202102/26/2021$1,001 - $15,0000.96KLAC0.92SellSellSpouseFeb 11, 2021$1,001 - $15,000mid $8KStockmodelled
239—AMERICANCAMPUSCOMMUNITIES—P02/12/202102/28/2021$1,001 - $15,0000.97—0.00BuyBuySelfFeb 12, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
240?PROCTERGAMBLECOTHE
OCR: owner unreadable
—P02/12/202102/26/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownFeb 12, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
241—AMERICANCAMPUSCOMMLNTTIES—P02/12/202102/26/2021$1,001 - $15,0000.96—0.00BuyBuySelfFeb 12, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
242—PROCTER&GAMBLECOTHE—P02/12/202102/26/2021$1,001 - $15,0000.97—0.00BuyBuySelfFeb 12, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
243—PNCFINANCIALSERVICESGROUP—S02/16/202102/26/2021$1,001 - $15,0000.96PNC0.92SellSellSelfFeb 16, 2021$1,001 - $15,000mid $8KStockmodelled
244—WESTERNDIGITALCORP—P02/16/202102/26/2021$1,001 - $15,0000.97WDC0.92BuyBuySelfFeb 16, 2021$1,001 - $15,000mid $8KStockmodelled
245?PNC FINANCIAL SERVICES GROUP
OCR: owner unreadable
—S02/18/202102/26/2021$1,001 - $15,0000.60PNC0.95SellSellUnknownFeb 18, 2021$1,001 - $15,000mid $8KStockReviewmodelled
246?MID-AMERICAAPARTMENT COMM
OCR: owner unreadable
—S02/16/202102/20/2021$1,001 - $15,0000.60—0.00SellSellUnknownFeb 16, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
247?WESTERN DIGITAL CORP
OCR: owner unreadable
—P02/16/202102/26/2021$1,001 - $15,0000.60WDC0.95BuyBuyUnknownFeb 16, 2021$1,001 - $15,000mid $8KStockReviewmodelled
248—HONEYWELL INFERNATIONAL INC—S02/18/202102/26/2021$1,001 - $15,0000.96—0.86SellSellSelfFeb 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
249—PNCFINANCIALSERVCESGRDUP—S02/18/202102/28/2021$1,001 - $15,0000.96—0.00SellSellSelfFeb 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
250SPPHCFINANCIAL SERVICES GROUP—S02/15/2021—$1,001 - $15,0000.96—0.81SellSellSpouseFeb 15, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
251SPHUNEYWELLINIERNATIONALINC—S02/16/202102/28/2021$1,001 - $15,0000.96—0.00SellSellSpouseFeb 16, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
252—CHECK POINT SOFTAARE TECH—S02/17/202102/28/2021$1,001 - $15,0000.97—0.00SellSellSelfFeb 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
253—BOOZ ALLEN HAMILTON HOLDHNGS—S02/17/202102/26/2021$1,001 - $15,0000.96—0.90SellSellSelfFeb 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
254—CITRIX SYSTEMSINC—S02/17/202102/28/2021$1,001 - $15,0000.97—0.00SellSellSelfFeb 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
255—LOCKHEEDMARTINCORP—S02/17/202102/28/2021$1,001 - $15,0000.96LMT0.92SellSellSelfFeb 17, 2021$1,001 - $15,000mid $8KStockmodelled
256—URITISHAMERICANTOB-SPADR—S02/17/202102/26/2021$1,001 - $15,0000.94—0.00SellSellSelfFeb 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
257—HONEYWELL INTERNATIONAL INC—S02/17/202102/26/2021$1,001 - $15,0000.97HON0.95SellSellSelfFeb 17, 2021$1,001 - $15,000mid $8KStockmodelled
258—AMERICOLD REALTY TRUST—S02/17/202102/25/2021$1,001 - $15,0000.96COLD0.95SellSellSelfFeb 17, 2021$1,001 - $15,000mid $8KStockmodelled
259—WESTERNDIGITAL CORP—P02/17/202102/26/2021$1,001 - $15,0000.96WDC0.92BuyBuySelfFeb 17, 2021$1,001 - $15,000mid $8KStockmodelled
260JTAB MUNICIPAL INCOME
OCR: date unreadable
—S——$1,001 - $15,0000.30—0.00SellSellJoint—$1,001 - $15,000mid $8KBondReviewnot modelled
261JTCHECKPOINTSOFTYARETECH—S02/17/202102/26/2021$1,001 - $15,0000.96—0.00SellSellJointFeb 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
262?JOHNSON&JOHNSON
OCR: owner unreadable
—S02/17/202102/26/2021$1,001 - $15,0000.60JNJ0.92SellSellUnknownFeb 17, 2021$1,001 - $15,000mid $8KStockReviewmodelled
263?HONEYWELLINTERNATIONAL INC
OCR: owner unreadable
—S02/17/202102/28/2021$1,001 - $15,0000.60HON0.92SellSellUnknownFeb 17, 2021$1,001 - $15,000mid $8KStockReviewmodelled
264?CITRIXSYSTEMSINC
OCR: owner unreadable
—S02/17/202102/26/2021$1,001 - $15,0000.60—0.00SellSellUnknownFeb 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
265?BRITISHAMERICANTOD-SPADR
OCR: owner unreadable
—S02/17/202102/20/2021$1,001 - $15,0000.60—0.00SellSellUnknownFeb 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
266JT—
OCR: asset missing
—S02/17/202102/28/2021$1,001 - $15,0000.30—0.00SellSellJointFeb 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
267JTLOCKHEEDMARTINCORP—S02/17/202102/26/2021$1,001 - $15,0000.97LMT0.92SellSellJointFeb 17, 2021$1,001 - $15,000mid $8KStockmodelled
268?WESTERNDIGTALCORP
OCR: owner unreadable
—P02/17/202102/26/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownFeb 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
269—CHECKPOINTSOFTWARETECH—S02/17/202102/26/2021$1,001 - $15,0000.97—0.00SellSellSelfFeb 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
270—HONEYWELLINTERNATIONALINC—S02/17/202102/26/2021$1,001 - $15,0000.97HON0.92SellSellSelfFeb 17, 2021$1,001 - $15,000mid $8KStockmodelled
271—BRITISHAMERICANTOB·SPADR—S02/17/202102/26/2021$1,001 - $15,0000.96—0.00SellSellSelfFeb 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
272—LOCKHEED MARTIN CORP—S02/17/202102/26/2021$1,001 - $15,0000.96LMT0.95SellSellSelfFeb 17, 2021$1,001 - $15,000mid $8KStockmodelled
273—CITRIXSYSTEMSINC—S—02/26/2021$1,001 - $15,0000.96—0.00SellSellSelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
274—AMERICOLDREALTYTRUST—S02/17/202102/26/2021$1,001 - $15,0000.97COLD0.92SellSellSelfFeb 17, 2021$1,001 - $15,000mid $8KStockmodelled
275—JOHNSON&JOHNSON—S02/17/202102/26/2021$1,001 - $15,0000.97JNJ0.92SellSellSelfFeb 17, 2021$1,001 - $15,000mid $8KStockmodelled
276—BOOZ ALLEN HAMILTON HOLDINGS—S02/17/202102/26/2021$1,001 - $15,0000.96BAH0.95SellSellSelfFeb 17, 2021$1,001 - $15,000mid $8KStockmodelled
277—WESTERN DIGITALCORP—P—02/20/2021$1,001 - $15,0000.96WDC0.92BuyBuySelf—$1,001 - $15,000mid $8KStockReviewnot modelled
278SPCHECK POINT SOFTWARE TECH—S02/17/202102/26/2021$1,001 - $15,0000.96—0.00SellSellSpouseFeb 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
279SPHONEYWELLINTERNATIONALINC—S02/17/202102/26/2021$1,001 - $15,0000.96HON0.92SellSellSpouseFeb 17, 2021$1,001 - $15,000mid $8KStockmodelled
280SPJOHNSONJOHNSON—S02/17/202102/26/2021$1,001 - $15,0000.96JNJ0.92SellSellSpouseFeb 17, 2021$1,001 - $15,000mid $8KStockmodelled
281SPLOCKHEED MARTIN CORP—S02/17/202102/26/2021$1,001 - $15,0000.95LMT0.95SellSellSpouseFeb 17, 2021$1,001 - $15,000mid $8KStockmodelled
282SPAMERICOLDREALTYTRUST—S02/17/202102/28/2021$1,001 - $15,0000.96COLD0.92SellSellSpouseFeb 17, 2021$1,001 - $15,000mid $8KStockmodelled
283SPBRITISHAMERICAN TOB-SPADR—S02/17/202102/26/2021$1,001 - $15,0000.96—0.00SellSellSpouseFeb 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
284SPCITRIX SYSTEMS INC—S—02/26/2021$1,001 - $15,0000.96—0.00SellSellSpouse—$1,001 - $15,000mid $8KUnknownReviewnot modelled
285SPBOOZALLENHAMILTONHOLDINGS—S02/17/202102/26/2021$1,001 - $15,0000.96BAH0.92SellSellSpouseFeb 17, 2021$1,001 - $15,000mid $8KStockmodelled
286DCWESTERNDIGITALCORP—P02/17/202102/26/2021$1,001 - $15,0000.96WDC0.92BuyBuyDependentFeb 17, 2021$1,001 - $15,000mid $8KStockmodelled
287—NORTONLIFELOCKINC—P—02/26/2021$1,001 - $15,0000.96GEN0.92BuyBuySelf—$1,001 - $15,000mid $8KStockReviewnot modelled
288—GARMENLTD—P02/18/202102/26/2021$1,001 - $15,0000.96—0.00BuyBuySelfFeb 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
289—CHEGG INC—P02/18/202102/26/2021$1,001 - $15,0000.96CHGG0.95BuyBuySelfFeb 18, 2021$1,001 - $15,000mid $8KStockmodelled
290—T-MOBILEUSINC—P02/18/202102/26/2021$1,001 - $15,0000.96TMUS0.92BuyBuySelfFeb 18, 2021$1,001 - $15,000mid $8KStockmodelled
291—RELIANCESTEEL&ALUNONUM—P02/18/202102/26/2021$1,001 - $15,0000.96—0.00BuyBuySelfFeb 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
292—CHEGGINC—P02/18/202102/26/2021$1,001 - $15,0000.96CHGG0.92BuyBuySelfFeb 18, 2021$1,001 - $15,000mid $8KStockmodelled
293—LENNOX NTERNATIONALINC—P02/18/202102/26/2021$1,001 - $15,0000.96—0.81BuyBuySelfFeb 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
294—GENERACHOLDINGSINC—P02/18/202102/26/2021$1,001 - $15,0000.97GNRC0.92BuyBuySelfFeb 18, 2021$1,001 - $15,000mid $8KStockmodelled
295—BROADCOMINC—P02/18/202102/26/2021$1,001 - $15,0000.97AVGO0.92BuyBuySelfFeb 18, 2021$1,001 - $15,000mid $8KStockmodelled
296JTRELIANCESTEEL&ALUMNUAM—P02/18/202102/26/2021$1,001 - $15,0000.97—0.00BuyBuyJointFeb 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
297?AMERICANTOWERCORP
OCR: owner unreadable
—P02/18/202102/26/2021$1,001 - $15,0000.60AMT0.92BuyBuyUnknownFeb 18, 2021$1,001 - $15,000mid $8KStockReviewmodelled
298?GENERACHOLDINGSINC
OCR: owner unreadable
—P02/18/202102/26/2021$1,001 - $15,0000.60GNRC0.92BuyBuyUnknownFeb 18, 2021$1,001 - $15,000mid $8KStockReviewmodelled
299JTNORTONLFELOCKINC—P02/18/202102/28/2021$1,001 - $15,0000.96—0.00BuyBuyJointFeb 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
300JTCHEGGINC—P02/18/202102/26/2021$1,001 - $15,0000.97CHGG0.92BuyBuyJointFeb 18, 2021$1,001 - $15,000mid $8KStockmodelled
301?BROADCOMINC
OCR: owner unreadable
—P02/18/202102/28/2021$1,001 - $15,0000.60AVGO0.92BuyBuyUnknownFeb 18, 2021$1,001 - $15,000mid $8KStockReviewmodelled
302?CHEGGINC
OCR: owner unreadable
—P02/18/202102/28/2021$1,001 - $15,0000.60CHGG0.92BuyBuyUnknownFeb 18, 2021$1,001 - $15,000mid $8KStockReviewmodelled
303?USTREA5URYDUEO8/15/20300525%
OCR: owner unreadable
—P02/18/202102/28/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownFeb 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
304JTUSTREASURYBILLSDUED4D12021—P02/18/202102/26/2021$1,001 - $15,0000.97—0.00BuyBuyJointFeb 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
305—NORTONLIFELOCKINC—P02/18/202102/26/2021$1,001 - $15,0000.93GEN0.92BuyBuySelfFeb 18, 2021$1,001 - $15,000mid $8KStockmodelled
306—GENERACHOLDINGSINC—P02/16/202102/26/2021$1,001 - $15,0000.97GNRC0.92BuyBuySelfFeb 16, 2021$1,001 - $15,000mid $8KStockmodelled
307—BROADCOMINC—P02/18/202102/28/2021$1,001 - $15,0000.97AVGO0.92BuyBuySelfFeb 18, 2021$1,001 - $15,000mid $8KStockmodelled
308—CHEGGINC—P02/18/202102/26/2021$1,001 - $15,0000.97CHGG0.92BuyBuySelfFeb 18, 2021$1,001 - $15,000mid $8KStockmodelled
309—CHEGGINC—P02/18/202102/26/2021$1,001 - $15,0000.97CHGG0.92BuyBuySelfFeb 18, 2021$1,001 - $15,000mid $8KStockmodelled
310SPRELLANCE STEEL&ALLMNUM—P—02/26/2021$1,001 - $15,0000.96—0.00BuyBuySpouse—$1,001 - $15,000mid $8KUnknownReviewnot modelled
311SPAMERICANTOWERCORP—P02/16/202102/26/2021$1,001 - $15,0000.97AMT0.92BuyBuySpouseFeb 16, 2021$1,001 - $15,000mid $8KStockmodelled
312SPGEMERACHOLDINGSINC—P02/01/202102/20/2021$1,001 - $15,0000.97—0.00BuyBuySpouseFeb 1, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
313SPBROADCOMINC—P02/01/202102/26/2021$1,001 - $15,0000.92AVGO0.92BuyBuySpouseFeb 1, 2021$1,001 - $15,000mid $8KStockmodelled
314?—
OCR: owner unreadable, asset missing
—P02/18/202102/26/2021$1,001 - $15,0000.30—0.00BuyBuyUnknownFeb 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
315SPCHEGCINC—P02/18/202102/28/2021$1,001 - $15,0000.97—0.00BuyBuySpouseFeb 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
316—HONEYWELLIHTERNATIONALINC—S02/19/202102/26/2021$1,001 - $15,0000.97—0.00SellSellSelfFeb 19, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
317DCHONEYWELLINTERNATIONALINC—S02/19/2021—$1,001 - $15,0000.96HON0.92SellSellDependentFeb 19, 2021$1,001 - $15,000mid $8KStockmodelled
318?CUBESMART
OCR: owner unreadable
—S02/22/202102/26/2021$1,001 - $15,0000.60CUBE0.95SellSellUnknownFeb 22, 2021$1,001 - $15,000mid $8KStockReviewmodelled
319—CUBESMART—S02/22/202102/26/2021$1,001 - $15,0000.96CUBE0.95SellSellSelfFeb 22, 2021$1,001 - $15,000mid $8KStockmodelled
320—AMERICANTOWERCORP—P02/22/202102/26/2021$1,001 - $15,0000.97AMT0.92BuyBuySelfFeb 22, 2021$1,001 - $15,000mid $8KStockmodelled
321SPCUBESMART—S—02/28/2021$1,001 - $15,0000.97CUBE0.95SellSellSpouse—$1,001 - $15,000mid $8KStockReviewnot modelled
322SPAMERICANTOWERCORP—P02/22/202102/26/2021$1,001 - $15,0000.96AMT0.92BuyBuySpouseFeb 22, 2021$1,001 - $15,000mid $8KStockmodelled
323SPGENPACTLTD—P02/23/202102/26/2021$1,001 - $15,0000.97—0.00BuyBuySpouseFeb 23, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
324—T-MOBILEUSINC
OCR: date unreadable
—P——$1,001 - $15,0000.30TMUS0.92BuyBuySelf—$1,001 - $15,000mid $8KStockReviewnot modelled
325—CHEVRONCORP—P02/23/202102/26/2021$1,001 - $15,0000.96CVX0.92BuyBuySelfFeb 23, 2021$1,001 - $15,000mid $8KStockmodelled
326—GENPACTLTD—P02/23/202102/28/2021$1,001 - $15,0000.96—0.00BuyBuySelfFeb 23, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
327SPCHEVRON CORP—P02/23/202102/25/2021$1,001 - $15,0000.96CVX0.95BuyBuySpouseFeb 23, 2021$1,001 - $15,000mid $8KStockmodelled
328SPGENPACTLTD—P02/23/202102/28/2021$1,001 - $15,0000.96—0.00BuyBuySpouseFeb 23, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
329—NORFOLKSOUTHERNCORP—S02/24/202102/26/2021$1,001 - $15,0000.96NSC0.92SellSellSelfFeb 24, 2021$1,001 - $15,000mid $8KStockmodelled
330JTNORFOLKSOUTHERNCORP—S—02/26/2021$1,001 - $15,0000.96NSC0.92SellSellJoint—$1,001 - $15,000mid $8KStockReviewnot modelled
331—NORFOLKSOUTHERNCORP—S02/24/202102/26/2021$1,001 - $15,0000.96NSC0.92SellSellSelfFeb 24, 2021$1,001 - $15,000mid $8KStockmodelled
332SPUSTREA5URYDUE081520300B25%—S02/24/202102/26/2021$15,001 - $50,0000.96—0.00SellSellSpouseFeb 24, 2021$15,001 - $50,000mid $32.5KBondnot modelled
333SPNORFOLKSOUTHEANCORP—S02/24/202102/26/2021$1,001 - $15,0000.97—0.00SellSellSpouseFeb 24, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
334JTJCHEVRONCORP—P02/25/202102/26/2021$1,001 - $15,0000.96—0.00BuyBuyJointFeb 25, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
335?T-MOBILEUSINC
OCR: owner unreadable
—P—02/26/2021$1,001 - $15,0000.60TMUS0.92BuyBuyUnknown—$1,001 - $15,000mid $8KStockReviewnot modelled
336—AMAZONCOMINC—P—02/20/2021$1,001 - $15,0000.95AMZN0.92BuyBuySelf—$1,001 - $15,000mid $8KStockReviewnot modelled
337SPT-MOB:LE US INC—P02/25/202102/28/2021$1,001 - $15,0000.96—0.00BuyBuySpouseFeb 25, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
338SPUSTREASURYBILLSDUE0401/2021—P02/25/202102/26/2021$15,001 - $50,0000.97—0.00BuyBuySpouseFeb 25, 2021$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
339—VERIZONCOMMUNICATIONSINC—S—02/26/2021$1,001 - $15,0000.97VZ0.92SellSellSelf—$1,001 - $15,000mid $8KStockReviewnot modelled
340—ALLSTATE CORP—S—02/26/2021$1,001 - $15,0000.97ALL0.95SellSellSelf—$1,001 - $15,000mid $8KStockReviewnot modelled
341—WALMARTINC—S02/26/202102/26/2021$1,001 - $15,0000.97WMT0.92SellSellSelfFeb 26, 2021$1,001 - $15,000mid $8KStockmodelled
342—MOTOROLA SOLUTIONSINC
OCR: date order
—S02/28/202102/26/2021$1,001 - $15,0000.60MSI0.92SellSellSelfFeb 28, 2021$1,001 - $15,000mid $8KStockReviewmodelled
343—VERIZON CONMUNICATIONSINC—S02/26/202102/26/2021$1,001 - $15,0000.97—0.00SellSellSelfFeb 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
344—COCA-COLACO/THE—S—02/26/2021$1,001 - $15,0000.97—0.81SellSellSelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
345—BRITISH AMERICAN TOB-SP ADR—S02/26/202102/26/2021$1,001 - $15,0000.97—0.00SellSellSelfFeb 26, 2021$1,001 - $15,000mid $8KStocknot modelled
346—PAOCTERGAMBLECOTHE
OCR: date order
—S02/28/202102/26/2021$1,001 - $15,0000.60—0.00SellSellSelfFeb 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
347—PEPSICOINC—S02/26/202102/26/2021$1,001 - $15,0000.97PEP0.92SellSellSelfFeb 26, 2021$1,001 - $15,000mid $8KStockmodelled
348—ROYALDUTCHSHELL-SPONADR-B—P02/26/202102/26/2021$1,001 - $15,0000.97—0.00BuyBuySelfFeb 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
349JTVERIZONCOMMUNICATIONSINC—S—02/26/2021$1,001 - $15,0000.97VZ0.92SellSellJoint—$1,001 - $15,000mid $8KStockReviewnot modelled
350?NOSNHONOSNHON
OCR: owner unreadable
—S02/26/202102/26/2021$1,001 - $15,0000.60—0.00SellSellUnknownFeb 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
351?PEPSICOINC
OCR: owner unreadable
—S02/20/202102/26/2021$1,001 - $15,0000.60PEP0.92SellSellUnknownFeb 20, 2021$1,001 - $15,000mid $8KStockReviewmodelled
352?ALLSTATECORP
OCR: owner unreadable
—S02/26/202102/26/2021$1,001 - $15,0000.60ALL0.92SellSellUnknownFeb 26, 2021$1,001 - $15,000mid $8KStockReviewmodelled
353?ANTHEMINC
OCR: owner unreadable
—S02/26/202102/26/2021$1,001 - $15,0000.60ELV0.92SellSellUnknownFeb 26, 2021$1,001 - $15,000mid $8KStockReviewmodelled
354—VERIZONCOMMUNICATIONSINC—S02/26/202102/26/2021$1,001 - $15,0000.96VZ0.92SellSellSelfFeb 26, 2021$1,001 - $15,000mid $8KStockmodelled
355—ALLSTATE CORP—S02/26/202102/26/2021$1,001 - $15,0000.97ALL0.95SellSellSelfFeb 26, 2021$1,001 - $15,000mid $8KStockmodelled
356—NOSNHONOSNHOr—S02/26/202102/28/2021$1,001 - $15,0000.96—0.00SellSellSelfFeb 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
357—MOTOROLASOLUTONSINC—S02/25/202102/25/2021$1,001 - $15,0000.97—0.00SellSellSelfFeb 25, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
358—WALNARTINC—S02/26/202102/26/2021$1,001 - $15,0000.97—0.00SellSellSelfFeb 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
359—COCA-COLACO/THE—S02/26/202102/26/2021$1,001 - $15,0000.96—0.81SellSellSelfFeb 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
360—PEPSICOINC—S02/26/202102/26/2021$1,001 - $15,0000.96PEP0.92SellSellSelfFeb 26, 2021$1,001 - $15,000mid $8KStockmodelled
361—ROYALDUTCHSHELL-SPONADR-B—P02/26/202102/26/2021$1,001 - $15,0000.97—0.00BuyBuySelfFeb 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
362SPVERIZONCOMMUNICATIONSINC—S02/26/202102/26/2021$1,001 - $15,0000.96VZ0.92SellSellSpouseFeb 26, 2021$1,001 - $15,000mid $8KStockmodelled
363SPALLSTATECORP—S02/26/202102/26/2021$1,001 - $15,0000.96ALL0.92SellSellSpouseFeb 26, 2021$1,001 - $15,000mid $8KStockmodelled
364SPWALMARTINC
OCR: date order
—S02/28/202102/26/2021$1,001 - $15,0000.60WMT0.92SellSellSpouseFeb 28, 2021$1,001 - $15,000mid $8KStockReviewmodelled
365DCPEPSICOINC—S02/26/2021—$1,001 - $15,0000.96PEP0.92SellSellDependentFeb 26, 2021$1,001 - $15,000mid $8KStockmodelled
366SPMOTOROLASOLUTIONSINC—S02/26/202102/26/2021$1,001 - $15,0000.96MSI0.92SellSellSpouseFeb 26, 2021$1,001 - $15,000mid $8KStockmodelled
367SPROYALDUTCHSHELL-SPOWADR-6—P02/26/202102/26/2021$1,001 - $15,0000.96—0.00BuyBuySpouseFeb 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
368—KONINKLJKE AHOLD-SP ADR—S03/01/2021—$1,001 - $15,0000.96—0.00SellSellSelfMar 1, 2021$1,001 - $15,000mid $8KStocknot modelled
369—USBANCORP—P03/01/202103/31/2021$1,001 - $15,0000.96USB0.92BuyBuySelfMar 1, 2021$1,001 - $15,000mid $8KStockmodelled
370—GARMINLTD—P03/01/202103/31/2021$1,001 - $15,0000.97—0.00BuyBuySelfMar 1, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
371—REGALBELOT CORP—P03/01/202103/31/2021$1,001 - $15,0000.97—0.00BuyBuySelfMar 1, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
372—ROSSSTORESINC—P03/01/202103/31/2021$1,001 - $15,0000.96ROST0.92BuyBuySelfMar 1, 2021$1,001 - $15,000mid $8KStockmodelled
373—AMAZONCOMINC—P03/01/202103/31/2021$1,001 - $15,0000.97AMZN0.92BuyBuySelfMar 1, 2021$1,001 - $15,000mid $8KStockmodelled
374—TROWEPRICEGROUPINC—P03/01/202103/31/2021$1,001 - $15,0000.97TROW0.92BuyBuySelfMar 1, 2021$1,001 - $15,000mid $8KStockmodelled
375?JTROYALDUTCHSHELL·SPONADR-B
OCR: owner unreadable
—P—03/31/2021$1,001 - $15,0000.60—0.00BuyBuyUnknown—$1,001 - $15,000mid $8KUnknownReviewnot modelled
376?GARMINLTD
OCR: owner unreadable
—P03/01/202103/31/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownMar 1, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
377JTUSBANCORP—P03/01/202103/31/2021$1,001 - $15,0000.97USB0.92BuyBuyJointMar 1, 2021$1,001 - $15,000mid $8KStockmodelled
378JTBANKOFAMERICACORP—P03/01/202103/31/2021$1,001 - $15,0000.97BAC0.92BuyBuyJointMar 1, 2021$1,001 - $15,000mid $8KStockmodelled
379?T-MOBILEUSINC
OCR: owner unreadable
—P03/01/202103/31/2021$1,001 - $15,0000.60TMUS0.92BuyBuyUnknownMar 1, 2021$1,001 - $15,000mid $8KStockReviewmodelled
380?REGAL BELOITCORP
OCR: owner unreadable
—P03/01/202103/31/2021$1,001 - $15,0000.60RRX0.92BuyBuyUnknownMar 1, 2021$1,001 - $15,000mid $8KStockReviewmodelled
381?ROSSSTORESINC
OCR: owner unreadable
—P03/01/202103/31/2021$1,001 - $15,0000.60ROST0.92BuyBuyUnknownMar 1, 2021$1,001 - $15,000mid $8KStockReviewmodelled
382JTAMERICANTOWERCORP—P03/01/202103/31/2021$1,001 - $15,0000.97AMT0.92BuyBuyJointMar 1, 2021$1,001 - $15,000mid $8KStockmodelled
383JTTAOWEPRICEGROUPINC—P03/01/202103/31/2021$1,001 - $15,0000.96—0.00BuyBuyJointMar 1, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
384JTAMAZON COMINC—P03/01/2021—$1,001 - $15,0000.97AMZN0.92BuyBuyJointMar 1, 2021$1,001 - $15,000mid $8KStockmodelled
385—REGALBELOITCORP—P03/01/202103/31/2021$1,001 - $15,0000.96RRX0.92BuyBuySelfMar 1, 2021$1,001 - $15,000mid $8KStockmodelled
386—GARMNLTO—P03/01/202103/31/2021$1,001 - $15,0000.96—0.00BuyBuySelfMar 1, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
387—PROLOGISINC—P03/01/202103/31/2021$1,001 - $15,0000.96PLD0.92BuyBuySelfMar 1, 2021$1,001 - $15,000mid $8KStockmodelled
388—FACEBOOKINC-CLABSA—P—03/31/2021$1,001 - $15,0000.96—0.00BuyBuySelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
389—T-MOBILE USINC—P03/01/202103/31/2021$1,001 - $15,0000.96TMUS0.92BuyBuySelfMar 1, 2021$1,001 - $15,000mid $8KStockmodelled
390—ROSS STORESINC—P03/01/202103/31/2021$1,001 - $15,0000.97ROST0.92BuyBuySelfMar 1, 2021$1,001 - $15,000mid $8KStockmodelled
391—TROWE PRICE GROUP INC—P03/01/202103/31/2021$1,001 - $15,0000.96TROW0.92BuyBuySelfMar 1, 2021$1,001 - $15,000mid $8KStockmodelled
392SPFACEBOOKINC-CLASSA—P03/01/202103/31/2021$1,001 - $15,0000.96—0.00BuyBuySpouseMar 1, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
393SPUS BANCORP—P03/01/202103/31/2021$1,001 - $15,0000.97USB0.92BuyBuySpouseMar 1, 2021$1,001 - $15,000mid $8KStockmodelled
394?GARMINLTO
OCR: owner unreadable
—P03/01/202103/31/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownMar 1, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
395SPREGALBELOIT CORP—P03/01/202103/31/2021$1,001 - $15,0000.96RRX0.92BuyBuySpouseMar 1, 2021$1,001 - $15,000mid $8KStockmodelled
396SPBANKOFAMERICACORP—P03/01/202103/31/2021$1,001 - $15,0000.95BAC0.92BuyBuySpouseMar 1, 2021$1,001 - $15,000mid $8KStockmodelled
397SPROSSSTORESINC—P03/01/202103/31/2021$1,001 - $15,0000.96ROST0.92BuyBuySpouseMar 1, 2021$1,001 - $15,000mid $8KStockmodelled
398SPROWE PRICE GROUPINC—P03/01/202103/31/2021$1,001 - $15,0000.96—0.82BuyBuySpouseMar 1, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
399—BANKOFAMEAICA CORP—P03/02/202103/31/2021$1,001 - $15,0000.97—0.00BuyBuySelfMar 2, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
400—CHEVRON CORP—P03/02/202103/31/2021$1,001 - $15,0000.96CVX0.95BuyBuySelfMar 2, 2021$1,001 - $15,000mid $8KStockmodelled
401—T-MOBILE US INC—P03/02/202103/31/2021$1,001 - $15,0000.96TMUS0.95BuyBuySelfMar 2, 2021$1,001 - $15,000mid $8KStockmodelled
402—BANKOFAMERICACORP—P03/02/202103/31/2021$1,001 - $15,0000.97BAC0.92BuyBuySelfMar 2, 2021$1,001 - $15,000mid $8KStockmodelled
403SPMERCK& CO INC—S03/02/202103/31/2021$1,001 - $15,0000.97MRK0.95SellSellSpouseMar 2, 2021$1,001 - $15,000mid $8KStockmodelled
404SPCHEVRON CORP—P03/02/202103/31/2021$1,001 - $15,0000.96CVX0.95BuyBuySpouseMar 2, 2021$1,001 - $15,000mid $8KStockmodelled
405SPT-MOBILEUSINC—P03/02/202103/31/2021$1,001 - $15,0000.96TMUS0.92BuyBuySpouseMar 2, 2021$1,001 - $15,000mid $8KStockmodelled
406DCPROCTERGAMBLECO/THE—P03/04/202103/31/2021$1,001 - $15,0000.97—0.00BuyBuyDependentMar 4, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
407?REINSURANCC GROUP OFAMERICA
OCR: owner unreadable
—S03/08/202103/31/2021$1,001 - $15,0000.60—0.00SellSellUnknownMar 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
408SPREINSURANCE GROUP OF AMERICA—S03/08/202103/31/2021$1,001 - $15,0000.96RGA0.95SellSellSpouseMar 8, 2021$1,001 - $15,000mid $8KStockmodelled
409?ALIGNTECHNOLOGYINC
OCR: owner unreadable
—S03/09/202103/31/2021$1,001 - $15,0000.60ALGN0.92SellSellUnknownMar 9, 2021$1,001 - $15,000mid $8KStockReviewmodelled
410—ALIGN TECHNOLOGY INC—S03/09/202103/31/2021$1,001 - $15,0000.96ALGN0.95SellSellSelfMar 9, 2021$1,001 - $15,000mid $8KStockmodelled
411SPAUIGH TECHNOLOGY INC—S03/09/202103/31/2021$1,001 - $15,0000.96—0.00SellSellSpouseMar 9, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
412JTALIGNTECHNOLOGYINC—S—03/31/2021$1,001 - $15,0000.97ALGN0.92SellSellJoint—$1,001 - $15,000mid $8KStockReviewnot modelled
413—ALIGN TECHNOLOGY INC—S03/10/202103/31/2021$1,001 - $15,0000.97ALGN0.95SellSellSelfMar 10, 2021$1,001 - $15,000mid $8KStockmodelled
414SPALIGNTECHNOLOGYINC
OCR: date unreadable
—S——$1,001 - $15,0000.30ALGN0.92SellSellSpouse—$1,001 - $15,000mid $8KStockReviewnot modelled
415—ALIGNTECHNOLOGYINC—S03/11/202103/31/2021$1,001 - $15,0000.97ALGN0.92SellSellSelfMar 11, 2021$1,001 - $15,000mid $8KStockmodelled
416—AMERICOLDREALTY TRUST—S03/01/202103/31/2021$1,001 - $15,0000.97COLD0.92SellSellSelfMar 1, 2021$1,001 - $15,000mid $8KStockmodelled
417—WESTLAKECHEMICALCORP—S03/11/202103/31/2021$1,001 - $15,0000.97WLK0.92SellSellSelfMar 11, 2021$1,001 - $15,000mid $8KStockmodelled
418?AMERICOLDREALTYTRUST
OCR: owner unreadable
—S03/11/202103/31/2021$1,001 - $15,0000.60COLD0.92SellSellUnknownMar 11, 2021$1,001 - $15,000mid $8KStockReviewmodelled
419?ALIGN TECHNOLOGY INC
OCR: owner unreadable
—S03/11/202103/31/2021$1,001 - $15,0000.60ALGN0.95SellSellUnknownMar 11, 2021$1,001 - $15,000mid $8KStockReviewmodelled
420JTWESTLAKECHEMICALCORP—S03/11/202103/31/2021$1,001 - $15,0000.97WLK0.92SellSellJointMar 11, 2021$1,001 - $15,000mid $8KStockmodelled
421?KLACORP
OCR: owner unreadable
—S03/11/202103/31/2021$1,001 - $15,0000.60KLAC0.92SellSellUnknownMar 11, 2021$1,001 - $15,000mid $8KStockReviewmodelled
422?REGALBELOITCORP
OCR: owner unreadable
—P03/11/202103/31/2021$1,001 - $15,0000.60RRX0.92BuyBuyUnknownMar 11, 2021$1,001 - $15,000mid $8KStockReviewmodelled
423—ANERICOLDREALTYTRUST—S03/11/202103/31/2021$1,001 - $15,0000.97—0.81SellSellSelfMar 11, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
424—AUGNTECHNOLOGYINC—S03/11/202103/31/2021$1,001 - $15,0000.96—0.00SellSellSelfMar 11, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
425—WESTLAKECHEMICALCORP—S—03/31/2021$1,001 - $15,0000.97WLK0.92SellSellSelf—$1,001 - $15,000mid $8KStockReviewnot modelled
426—KLACORP—S03/11/202103/31/2021$1,001 - $15,0000.96KLAC0.92SellSellSelfMar 11, 2021$1,001 - $15,000mid $8KStockmodelled
427—REGALBELOIT CORP—P03/11/202103/31/2021$1,001 - $15,0000.97RRX0.92BuyBuySelfMar 11, 2021$1,001 - $15,000mid $8KStockmodelled
428SPAMERICOLOREALTY TRUST—S03/11/202103/31/2021$1,001 - $15,0000.97—0.84SellSellSpouseMar 11, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
429SPALIGNTECHNOLOGYINC—S03/11/202103/31/2021$1,001 - $15,0000.97ALGN0.92SellSellSpouseMar 11, 2021$1,001 - $15,000mid $8KStockmodelled
430DCKLACORP—S03/11/2021—$1,001 - $15,0000.96KLAC0.92SellSellDependentMar 11, 2021$1,001 - $15,000mid $8KStockmodelled
431SPWESTLAKECHEMICALCORP—S03/11/202103/31/2021$1,001 - $15,0000.97WLK0.92SellSellSpouseMar 11, 2021$1,001 - $15,000mid $8KStockmodelled
432SPREGAL BELOIT CORP—P03/11/202103/31/2021$1,001 - $15,0000.95RRX0.92BuyBuySpouseMar 11, 2021$1,001 - $15,000mid $8KStockmodelled
433—T-MOBILE USINC—P03/12/202103/31/2021$1,001 - $15,0000.96TMUS0.92BuyBuySelfMar 12, 2021$1,001 - $15,000mid $8KStockmodelled
434—REGAL BELOIT CORP—P—03/31/2021$1,001 - $15,0000.96RRX0.92BuyBuySelf—$1,001 - $15,000mid $8KStockReviewnot modelled
435?UNITEDHEALTHGROUPINC
OCR: owner unreadable
—P03/12/202103/31/2021$1,001 - $15,0000.60UNH0.92BuyBuyUnknownMar 12, 2021$1,001 - $15,000mid $8KStockReviewmodelled
436?REGALBELOITCORP
OCR: owner unreadable
—P03/12/202103/31/2021$1,001 - $15,0000.60RRX0.92BuyBuyUnknownMar 12, 2021$1,001 - $15,000mid $8KStockReviewmodelled
437—ALIGNTECHNOLOGYINC
OCR: date order
—S03/12/202103/01/2021$1,001 - $15,0000.60ALGN0.92SellSellSelfMar 12, 2021$1,001 - $15,000mid $8KStockReviewmodelled
438—REGALBELOIT CORP—P03/12/202103/31/2021$1,001 - $15,0000.96RRX0.92BuyBuySelfMar 12, 2021$1,001 - $15,000mid $8KStockmodelled
439SPALGN TECHNOLOGY INC—S03/12/202103/31/2021$1,001 - $15,0000.96—0.87SellSellSpouseMar 12, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
440SPREGALBELOIT CORP—P03/12/202103/31/2021$1,001 - $15,0000.96RRX0.92BuyBuySpouseMar 12, 2021$1,001 - $15,000mid $8KStockmodelled
441?ROBERT HAUF INTLINC
OCR: owner unreadable
—P03/15/202103/31/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownMar 15, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
442JTWESTERNDIGITAL CORP—P03/15/202103/31/2021$1,001 - $15,0000.96WDC0.92BuyBuyJointMar 15, 2021$1,001 - $15,000mid $8KStockmodelled
443—ROBERT HALF INTL INC—P03/15/202103/31/2021$1,001 - $15,0000.96RHI0.92BuyBuySelfMar 15, 2021$1,001 - $15,000mid $8KStockmodelled
444SPROBERT HALF INTL INC—P03/15/202103/31/2021$1,001 - $15,0000.96RHI0.92BuyBuySpouseMar 15, 2021$1,001 - $15,000mid $8KStockmodelled
445SPWESTERNDIGITALCORP—P03/15/202103/31/2021$1,001 - $15,0000.96WDC0.92BuyBuySpouseMar 15, 2021$1,001 - $15,000mid $8KStockmodelled
446SPAMAZONCOMINC—P03/15/202103/31/2021$1,001 - $15,0000.97AMZN0.92BuyBuySpouseMar 15, 2021$1,001 - $15,000mid $8KStockmodelled
447?USTREASURYBILLSDUE04/D1/2021
OCR: owner unreadable
—P03/16/202103/31/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownMar 16, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
448—WESTLAKECHEMICALCORP—S03/17/202103/31/2021$1,001 - $15,0000.96WLK0.92SellSellSelfMar 17, 2021$1,001 - $15,000mid $8KStockmodelled
449?WESTLAKECHEMICALCORP
OCR: owner unreadable
—S03/17/202103/31/2021$1,001 - $15,0000.60WLK0.92SellSellUnknownMar 17, 2021$1,001 - $15,000mid $8KStockReviewmodelled
450—WESTLAKE CHEMICAL CORP—S03/17/202103/31/2021$1,001 - $15,0000.97WLK0.92SellSellSelfMar 17, 2021$1,001 - $15,000mid $8KStockmodelled
451SPWESTLAKE CHEMICALCORP—S03/17/202103/31/2021$1,001 - $15,0000.96WLK0.92SellSellSpouseMar 17, 2021$1,001 - $15,000mid $8KStockmodelled
452?T-MOBILEUSINC
OCR: owner unreadable, date unreadable
—P——$1,001 - $15,0000.30TMUS0.92BuyBuyUnknown—$1,001 - $15,000mid $8KStockReviewnot modelled
453—AMAZONCOMINC—P03/18/2021—$1,001 - $15,0000.97AMZN0.92BuyBuySelfMar 18, 2021$1,001 - $15,000mid $8KStockmodelled
454?—
OCR: owner unreadable, asset missing
—P03/18/202103/31/2021$1,001 - $15,0000.30—0.00BuyBuyUnknownMar 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
455—HOMEDEPOTINC—P03/19/202103/31/2021$1,001 - $15,0000.97HD0.92BuyBuySelfMar 19, 2021$1,001 - $15,000mid $8KStockmodelled
456?RENAISSANCEREHOLDINGSLTD
OCR: owner unreadable, date unreadable
—S——$1,001 - $15,0000.30—0.00SellSellUnknown—$1,001 - $15,000mid $8KUnknownReviewnot modelled
457SPHOME DEPOT INC—P—03/31/2021$1,001 - $15,0000.97HD0.95BuyBuySpouse—$1,001 - $15,000mid $8KStockReviewnot modelled
458—VERISKANALYTICSINC—S03/22/202103/31/2021$1,001 - $15,0000.97VRSK0.92SellSellSelfMar 22, 2021$1,001 - $15,000mid $8KStockmodelled
459SPVERISKANALYTICSINC—S03/22/202103/31/2021$1,001 - $15,0000.97VRSK0.92SellSellSpouseMar 22, 2021$1,001 - $15,000mid $8KStockmodelled
460—GILBERTAZ WTRRESOURCEMUNI P DUE 07/01/20225000%[1]
OCR: date unreadable
—S——$50,001 - $100,0000.30—0.00SellSellSelf—$50,001 - $100,000mid $75KUnknownReviewnot modelled
461—CALIFORNASTDUE1101/20305000%—P03/29/202103/31/2021$50,001 - $100,0000.97—0.00BuyBuySelfMar 29, 2021$50,001 - $100,000mid $75KUnknownReviewnot modelled
462?NUANCECOMMUNICATIONSINC
OCR: owner unreadable
—S03/31/202103/31/2021$1,001 - $15,0000.60—0.00SellSellUnknownMar 31, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
463JTUSTREASURYBILL5DUE04/01/2021[1】2]—S04/01/2021—$15,001 - $50,0000.96—0.00SellSellJointApr 1, 2021$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
464SPUSTREASURY BILL8DUE04/01/2021[1]2]—S04/01/202104/30/2021$15,001 - $50,0000.96—0.00SellSellSpouseApr 1, 2021$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
465JTKLACORP—P04/05/202104/30/2021$1,001 - $15,0000.96KLAC0.92BuyBuyJointApr 5, 2021$1,001 - $15,000mid $8KStockmodelled
466?CLAAKSVILLE TN WTR SWR GAS R DUE 02/A1/2031 5 000%
OCR: owner unreadable
—P04/05/202104/30/2021$15,001 - $50,0000.60—0.00BuyBuyUnknownApr 5, 2021$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
467—ALPHABETINC-CLC—P04/05/202104/30/2021$1,001 - $15,0000.96—0.00BuyBuySelfApr 5, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
468SPCLARKSVILLETNWTRSWR&GASRDUEO2/01/2038 5 000%—P04/05/202104/30/2021$15,001 - $50,0000.93—0.00BuyBuySpouseApr 5, 2021$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
469—ALPHABETINC-CLA—S04/06/202104/30/2021$1,001 - $15,0000.96GOOGL0.92SellSellSelfApr 6, 2021$1,001 - $15,000mid $8KStockmodelled
470—AMERICANELECTRICPOWER—P—04/30/2021$1,001 - $15,0000.96AEP0.92BuyBuySelf—$1,001 - $15,000mid $8KStockReviewnot modelled
471?REINSURANCE GROUP OFAMERICA
OCR: owner unreadable
—S04/12/202104/30/2021$1,001 - $15,0000.60RGA0.92SellSellUnknownApr 12, 2021$1,001 - $15,000mid $8KStockReviewmodelled
472—REINSURANCE GROUP OF AMERICA—S—04/30/2021$1,001 - $15,0000.97RGA0.95SellSellSelf—$1,001 - $15,000mid $8KStockReviewnot modelled
473SPREINSURANCEGROUPOFAMERICA—S04/12/202104/30/2021$1,001 - $15,0000.96RGA0.92SellSellSpouseApr 12, 2021$1,001 - $15,000mid $8KStockmodelled
474SPPNCFINANCIALSERVICESGROUP—S04/12/202104/30/2021$1,001 - $15,0000.96PNC0.92SellSellSpouseApr 12, 2021$1,001 - $15,000mid $8KStockmodelled
475SPAMERICANELECTRICPOWER—P04/12/202104/30/2021$1,001 - $15,0000.97AEP0.92BuyBuySpouseApr 12, 2021$1,001 - $15,000mid $8KStockmodelled
476?AMAZONCOMINC
OCR: owner unreadable
—P04/14/2021—$1,001 - $15,0000.60AMZN0.92BuyBuyUnknownApr 14, 2021$1,001 - $15,000mid $8KStockReviewmodelled
477?REINSURANCEGROUP OFAMERICA
OCR: owner unreadable
—S04/15/202104/30/2021$1,001 - $15,0000.60RGA0.92SellSellUnknownApr 15, 2021$1,001 - $15,000mid $8KStockReviewmodelled
478—REINSURANCEGROUP OFAMERICA—S04/15/202104/30/2021$1,001 - $15,0000.96RGA0.92SellSellSelfApr 15, 2021$1,001 - $15,000mid $8KStockmodelled
479SPREINSURANCE GROUP OFAMERICA—S04/15/202104/30/2021$1,001 - $15,0000.97RGA0.92SellSellSpouseApr 15, 2021$1,001 - $15,000mid $8KStockmodelled
480—MUANCE COMMUNICATIONSINC—S04/16/202104/30/2021$1,001 - $15,0000.96—0.00SellSellSelfApr 16, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
481—NORTONLIFELOCKINC—S04/16/202104/30/2021$1,001 - $15,0000.95GEN0.92SellSellSelfApr 16, 2021$1,001 - $15,000mid $8KStockmodelled
482—CHECKPOINTSOFTWARETECH—S04/16/202104/30/2021$1,001 - $15,0000.96—0.00SellSellSelfApr 16, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
483—MOTOROLA SOLUTIONSINC—S04/16/202104/30/2021$1,001 - $15,0000.96MSI0.92SellSellSelfApr 16, 2021$1,001 - $15,000mid $8KStockmodelled
484—ADOBEINC—P04/16/202104/30/2021$1,001 - $15,0000.96ADBE0.92BuyBuySelfApr 16, 2021$1,001 - $15,000mid $8KStockmodelled
485—AMAZONCOMINC—P04/15/202104/30/2021$1,001 - $15,0000.96AMZN0.92BuyBuySelfApr 15, 2021$1,001 - $15,000mid $8KStockmodelled
486?CHECKPOINTSOFTWARE TECH
OCR: owner unreadable
—S04/15/202104/30/2021$1,001 - $15,0000.60—0.00SellSellUnknownApr 15, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
487?MOTOAOLA SOLUTIONS INC
OCR: owner unreadable
—S—04/30/2021$1,001 - $15,0000.60—0.85SellSellUnknown—$1,001 - $15,000mid $8KUnknownReviewnot modelled
488?NUANCECOMMUNICATIONSINC
OCR: owner unreadable
—S04/16/202104/30/2021$1,001 - $15,0000.60—0.00SellSellUnknownApr 16, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
489?NORTONLIFELOCKINC
OCR: owner unreadable
—S04/16/202104/30/2021$1,001 - $15,0000.60GEN0.92SellSellUnknownApr 16, 2021$1,001 - $15,000mid $8KStockReviewmodelled
490?ADOBE INC
OCR: owner unreadable
—P04/16/202104/30/2021$1,001 - $15,0000.60ADBE0.95BuyBuyUnknownApr 16, 2021$1,001 - $15,000mid $8KStockReviewmodelled
491—NUANCECOMMUNICATIONSINC
OCR: date unreadable
—S——$1,001 - $15,0000.30—0.00SellSellSelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
492—NORTONLIFELOCKINC—S04/15/202104/30/2021$1,001 - $15,0000.96GEN0.92SellSellSelfApr 15, 2021$1,001 - $15,000mid $8KStockmodelled
493—CHECKPOINTSOFTWARETECH—S04/16/202104/30/2021$1,001 - $15,0000.97—0.00SellSellSelfApr 16, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
494—ADOBEINC
OCR: date unreadable
—P——$1,001 - $15,0000.30ADBE0.92BuyBuySelf—$1,001 - $15,000mid $8KStockReviewnot modelled
495SPNORTOHLIFELOCK INC
OCR: date unreadable
—S——$1,001 - $15,0000.30—0.00SellSellSpouse—$1,001 - $15,000mid $8KUnknownReviewnot modelled
496SPNUANCECONMUNICATHONSINC
OCR: date unreadable
—S——$1,001 - $15,0000.30—0.00SellSellSpouse—$1,001 - $15,000mid $8KUnknownReviewnot modelled
497SPCHECKPOINTSOFTWARETECH—S04/16/202104/30/2021$1,001 - $15,0000.96—0.00SellSellSpouseApr 16, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
498SPADOBE INC—P04/16/202104/30/2021$1,001 - $15,0000.96ADBE0.95BuyBuySpouseApr 16, 2021$1,001 - $15,000mid $8KStockmodelled
499SPAMAZON COM INC—P—04/30/2021$1,001 - $15,0000.96AMZN0.95BuyBuySpouse—$1,001 - $15,000mid $8KStockReviewnot modelled
500—GAPMINLTD—P04/18/2021—$1,001 - $15,0000.96—0.00BuyBuySelfApr 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
501SPALPHABETINC-CLC—P04/20/202104/30/2021$1,001 - $15,0000.97—0.00BuyBuySpouseApr 20, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
502?SEALED AR CORP
OCR: owner unreadable
—S04/22/2021—$1,001 - $15,0000.60—0.00SellSellUnknownApr 22, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
503?ALPHABETINC-CL C
OCR: owner unreadable
—S04/23/202104/30/2021$1,001 - $15,0000.60—0.00SellSellUnknownApr 23, 2021$1,001 - $15,000mid $8KStockReviewnot modelled
504—ALPHADET INC.CL C—S—04/30/2021$1,001 - $15,0000.97—0.00SellSellSelf—$1,001 - $15,000mid $8KStockReviewnot modelled
505SPALPHABET INC-CL A—S04/26/202104/30/2021$1,001 - $15,0000.97—0.90SellSellSpouseApr 26, 2021$1,001 - $15,000mid $8KStockReviewnot modelled
506—CAUFORNLA STDUE 11/01/20305000%[1]—S04/27/202104/30/2021$50,001 - $100,0000.97—0.00SellSellSelfApr 27, 2021$50,001 - $100,000mid $75KUnknownReviewnot modelled
507—ABPRIVATECREDITINVESTORSCORPORATION—P04/26/202104/30/2021$1,001 - $15,0000.96—0.00BuyBuySelfApr 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
508—CHARLOTTE-MECKLENBURG NC HOSP DUE 01/15/20225000%—P—04/30/2021$50,001 - $100,0000.96—0.00BuyBuySelf—$50,001 - $100,000mid $75KUnknownReviewnot modelled
509DCABPRVATECREDITINVESTORSCORPORATION—P—04/30/2021$1,001 - $15,0000.97—0.00BuyBuyDependent—$1,001 - $15,000mid $8KUnknownReviewnot modelled
510—RENAISSANCEREHOLDINGSLTD—S04/29/202104/30/2021$1,001 - $15,0000.97—0.00SellSellSelfApr 29, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
511—VERISKANALYTICSINC—S04/29/202104/30/2021$1,001 - $15,0000.97VRSK0.92SellSellSelfApr 29, 2021$1,001 - $15,000mid $8KStockmodelled
512—GENPACT LTD—S04/29/2021—$1,001 - $15,0000.97G0.95SellSellSelfApr 29, 2021$1,001 - $15,000mid $8KStockmodelled
513—PROCTER&GAMBLECOTHE—S04/29/2021—$1,001 - $15,0000.96—0.00SellSellSelfApr 29, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
514—LJHAARISTECHNOLOGIESINC—S—04/30/2021$1,001 - $15,0000.97—0.00SellSellSelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
515—S&PGLOBALINC
OCR: date unreadable
—P——$1,001 - $15,0000.30SPGI0.92BuyBuySelf—$1,001 - $15,000mid $8KStockReviewnot modelled
516—RELIANCESTEEL&ALUMNUM—P04/29/202104/30/2021$1,001 - $15,0000.96—0.00BuyBuySelfApr 29, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
517—SHERWN-WLLAMSCOTHE—P04/29/202104/30/2021$1,001 - $15,0000.97—0.00BuyBuySelfApr 29, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
518—CARTERSINC—P04/29/202104/30/2021$1,001 - $15,0000.96CRI0.92BuyBuySelfApr 29, 2021$1,001 - $15,000mid $8KStockmodelled
519?VERISKANALYTICSINC
OCR: owner unreadable
—S—04/30/2021$1,001 - $15,0000.60VRSK0.92SellSellUnknown—$1,001 - $15,000mid $8KStockReviewnot modelled
520JTSHERWN-WLLIAMSCO/THE—P04/29/202104/30/2021$1,001 - $15,0000.97—0.00BuyBuyJointApr 29, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
521?RELIANCESTEELALLMINUM
OCR: owner unreadable
—P04/29/202104/30/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownApr 29, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
522?CARTER'SINC
OCR: owner unreadable
—P04/20/202104/30/2021$1,001 - $15,0000.60CRI0.92BuyBuyUnknownApr 20, 2021$1,001 - $15,000mid $8KStockReviewmodelled
523JTALPHABETINC-CLC
OCR: date unreadable
—P——$1,001 - $15,0000.30—0.00BuyBuyJoint—$1,001 - $15,000mid $8KUnknownReviewnot modelled
524—VERISKANALYTICSINC—S04/29/202104/30/2021$1,001 - $15,0000.97VRSK0.92SellSellSelfApr 29, 2021$1,001 - $15,000mid $8KStockmodelled
525—RENAISSANCERE HOLDINGSLTD—S04/20/202104/30/2021$1,001 - $15,0000.97RNR0.92SellSellSelfApr 20, 2021$1,001 - $15,000mid $8KStockmodelled
526—SHERMN-WLLIAMSCO/THE—P04/29/202104/30/2021$1,001 - $15,0000.97—0.00BuyBuySelfApr 29, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
527—RELIANCESTEEL&ALUMINUM—P04/29/202104/30/2021$1,001 - $15,0000.97RS0.92BuyBuySelfApr 29, 2021$1,001 - $15,000mid $8KStockmodelled
528—CARTER'SINC—P—04/30/2021$1,001 - $15,0000.97CRI0.92BuyBuySelf—$1,001 - $15,000mid $8KStockReviewnot modelled
529SPVERISKANALYTICSINC—S04/29/202104/30/2021$1,001 - $15,0000.97VRSK0.92SellSellSpouseApr 29, 2021$1,001 - $15,000mid $8KStockmodelled
530SPRENASSANCEREHOLDINGSLTD—S04/29/202104/30/2021$1,001 - $15,0000.96—0.00SellSellSpouseApr 29, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
531?SPSHERWN-WLLIAMS CO/THE
OCR: owner unreadable
—P04/29/202104/30/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownApr 29, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
532SPRELIANCESTEELALLAMINUM—P04/29/202104/30/2021$1,001 - $15,0000.97—0.00BuyBuySpouseApr 29, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
533SPCARTER'SINC
OCR: date unreadable
—P——$1,001 - $15,0000.30CRI0.92BuyBuySpouse—$1,001 - $15,000mid $8KStockReviewnot modelled
534—AMERENCORPORATION—S04/30/202104/30/2021$1,001 - $15,0000.97AEE0.92SellSellSelfApr 30, 2021$1,001 - $15,000mid $8KStockmodelled
535JTAMERENCORPORATION—S04/30/202104/30/2021$1,001 - $15,0000.97AEE0.92SellSellJointApr 30, 2021$1,001 - $15,000mid $8KStockmodelled
536SPAMERENCORPORATION
OCR: date unreadable
—S——$1,001 - $15,0000.30AEE0.92SellSellSpouse—$1,001 - $15,000mid $8KStockReviewnot modelled
537—EBAYINC—P05/03/202105/28/2021$1,001 - $15,0000.96EBAY0.92BuyBuySelfMay 3, 2021$1,001 - $15,000mid $8KStockmodelled
538?RENAISSANCEREHOLDHNGSLTD
OCR: owner unreadable
—S05/03/202105/28/2021$1,001 - $15,0000.60—0.00SellSellUnknownMay 3, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
539?EBAY INC
OCR: owner unreadable
—P—05/28/2021$1,001 - $15,0000.60EBAY0.98BuyBuyUnknown—$1,001 - $15,000mid $8KStockReviewnot modelled
540—ANTHEM INC—S05/03/202105/28/2021$1,001 - $15,0000.96ELV0.92SellSellSelfMay 3, 2021$1,001 - $15,000mid $8KStockmodelled
541—WALMARTINC—S05/03/202105/28/2021$1,001 - $15,0000.96WMT0.92SellSellSelfMay 3, 2021$1,001 - $15,000mid $8KStockmodelled
542—EBAYINC—P05/03/202105/28/2021$1,001 - $15,0000.96EBAY0.92BuyBuySelfMay 3, 2021$1,001 - $15,000mid $8KStockmodelled
543DCANTHEM INC—S05/03/202105/28/2021$1,001 - $15,0000.96ELV0.92SellSellDependentMay 3, 2021$1,001 - $15,000mid $8KStockmodelled
544SPEBAYINC—P05/03/202105/20/2021$1,001 - $15,0000.96EBAY0.92BuyBuySpouseMay 3, 2021$1,001 - $15,000mid $8KStockmodelled
545—ABTAXABLEMSINCOME—P05/04/202105/28/2021$1,001 - $15,0000.96—0.00BuyBuySelfMay 4, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
546JTREGALBELOITCORP—P—05/28/2021$1,001 - $15,0000.96RRX0.92BuyBuyJoint—$1,001 - $15,000mid $8KStockReviewnot modelled
547—REINSURANCE GROUP OF AMERICA—S05/04/202105/28/2021$1,001 - $15,0000.96RGA0.95SellSellSelfMay 4, 2021$1,001 - $15,000mid $8KStockmodelled
548—REGALBELOITCORP—P05/04/202105/28/2021$1,001 - $15,0000.96RRX0.92BuyBuySelfMay 4, 2021$1,001 - $15,000mid $8KStockmodelled
549—EBAYINC—P05/04/202105/28/2021$1,001 - $15,0000.96EBAY0.92BuyBuySelfMay 4, 2021$1,001 - $15,000mid $8KStockmodelled
550?—
OCR: owner unreadable, asset missing
—P05/04/2021—$1,001 - $15,0000.30—0.00BuyBuyUnknownMay 4, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
551—ABMUNICIPALINCOME—S05/05/202105/28/2021$1,001 - $15,0000.96—0.00SellSellSelfMay 5, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
552SPJREGALBELOITCORP—P05/05/202105/28/2021$1,001 - $15,0000.97—0.00BuyBuySpouseMay 5, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
553?ELECTRONIC ARTSINC
OCR: owner unreadable
—S05/10/202105/28/2021$1,001 - $15,0000.60EA0.92SellSellUnknownMay 10, 2021$1,001 - $15,000mid $8KStockReviewmodelled
554JTFACEBOOKINC-CLASSA—P05/10/202105/28/2021$1,001 - $15,0000.97—0.00BuyBuyJointMay 10, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
555—ELECTRONICAATSINC—S05/10/202105/28/2021$1,001 - $15,0000.97—0.00SellSellSelfMay 10, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
556—FACEBOOKINC-CLASSA—P05/10/202105/20/2021$1,001 - $15,0000.97—0.00BuyBuySelfMay 10, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
557DCELECTRONICARTSINC—S05/10/2021—$1,001 - $15,0000.97EA0.92SellSellDependentMay 10, 2021$1,001 - $15,000mid $8KStockmodelled
558SPFACEBOOKINC-CLASSA—P—05/28/2021$1,001 - $15,0000.97—0.00BuyBuySpouse—$1,001 - $15,000mid $8KUnknownReviewnot modelled
559SPABMUNICIPALINCOME—S05/11/202105/28/2021$15,001 - $50,0000.96—0.00SellSellSpouseMay 11, 2021$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
560—ENERGYNWWAELECREVENUEDUE07/01/20ZZ 5 000%—P05/12/202105/28/2021$1,001 - $15,0000.97—0.00BuyBuySelfMay 12, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
561—ETSYINC—P05/13/202105/28/2021$1,001 - $15,0000.97ETSY0.92BuyBuySelfMay 13, 2021$1,001 - $15,000mid $8KStockmodelled
562?ETSYINC
OCR: owner unreadable
—P05/13/202105/28/2021$1,001 - $15,0000.60ETSY0.92BuyBuyUnknownMay 13, 2021$1,001 - $15,000mid $8KStockReviewmodelled
563—ETSYINC—P05/13/202105/28/2021$1,001 - $15,0000.97ETSY0.92BuyBuySelfMay 13, 2021$1,001 - $15,000mid $8KStockmodelled
564?—
OCR: owner unreadable, asset missing
—P05/13/202105/28/2021$1,001 - $15,0000.30—0.00BuyBuyUnknownMay 13, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
565SPVIRGINA ST RESOURCES AUTHINF DUE 11D1/2325 5000%—P05/13/202105/28/2021$1,001 - $15,0000.97—0.00BuyBuySpouseMay 13, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
566—REINSURANCE GROUPOFAMERICA—S05/14/202105/28/2021$1,001 - $15,0000.97RGA0.92SellSellSelfMay 14, 2021$1,001 - $15,000mid $8KStockmodelled
567JTUNDEPLC—P05/14/202105/28/2021$1,001 - $15,0000.96—0.00BuyBuyJointMay 14, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
568—REINSURANCEOROUP OFAMERICA—S05/14/202105/28/2021$1,001 - $15,0000.97—0.00SellSellSelfMay 14, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
569—CITIGROUPINC—S05/14/202105/28/2021$1,001 - $15,0000.96C0.92SellSellSelfMay 14, 2021$1,001 - $15,000mid $8KStockmodelled
570—TJX COMPANIESINC—S05/14/202105/28/2021$1,001 - $15,0000.96TJX0.92SellSellSelfMay 14, 2021$1,001 - $15,000mid $8KStockmodelled
571—LINDE PLC—P05/14/202105/28/2021$1,001 - $15,0000.96LIN0.95BuyBuySelfMay 14, 2021$1,001 - $15,000mid $8KStockmodelled
572SPCITIGROUPINC
OCR: amount unclear
—S—05/28/2021—0.30C0.92SellSellSpouse——StockReviewnot modelled
573DCLNDEPLC—P05/14/202105/28/2021$1,001 - $15,0000.96—0.00BuyBuyDependentMay 14, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
574—LPLFINANCIALHOLDINGSINC—S05/17/202105/28/2021$1,001 - $15,0000.96LPLA0.92SellSellSelfMay 17, 2021$1,001 - $15,000mid $8KStockmodelled
575—LINDEPLC—P05/17/202105/28/2021$1,001 - $15,0000.96—0.00BuyBuySelfMay 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
576JTLPLFINANCIALHOLDINGSNC—S05/17/202105/28/2021$1,001 - $15,0000.96—0.00SellSellJointMay 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
577?LINDE PLC
OCR: owner unreadable
—P05/17/202105/28/2021$1,001 - $15,0000.60LIN0.95BuyBuyUnknownMay 17, 2021$1,001 - $15,000mid $8KStockReviewmodelled
578—LPLFINANCIAL HOLDINGSINC—S05/17/202105/28/2021$1,001 - $15,0000.96LPLA0.92SellSellSelfMay 17, 2021$1,001 - $15,000mid $8KStockmodelled
579SPLPLFINANCIAL HOLDINGSINC—S05/17/202105/28/2021$1,001 - $15,0000.96LPLA0.92SellSellSpouseMay 17, 2021$1,001 - $15,000mid $8KStockmodelled
580SPUNDEPLC—P05/17/202105/28/2021$1,001 - $15,0000.97—0.00BuyBuySpouseMay 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
581—PHOEMIX AZ CIVIC IMPT CORP WTR DUE 07/01/2023 5 000%—P—05/28/2021$15,001 - $50,0000.96—0.00BuyBuySelf—$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
582—AMAZONCOMINC—P05/21/202105/28/2021$1,001 - $15,0000.97AMZN0.92BuyBuySelfMay 21, 2021$1,001 - $15,000mid $8KStockmodelled
583—NORTONLIFELOCKINC—P05/24/202105/28/2021$1,001 - $15,0000.97GEN0.92BuyBuySelfMay 24, 2021$1,001 - $15,000mid $8KStockmodelled
584?AUTOMATICDATAPROCESSING
OCR: owner unreadable
—S05/24/202105/28/2021$1,001 - $15,0000.60ADP0.92SellSellUnknownMay 24, 2021$1,001 - $15,000mid $8KStockReviewmodelled
585JTNORTDNLIFELOCKINC—P05/24/202105/28/2021$1,001 - $15,0000.97—0.00BuyBuyJointMay 24, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
586—AUTOWATICDATAPROCESSING—S05/24/202105/28/2021$1,001 - $15,0000.97—0.82SellSellSelfMay 24, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
587—NORTONLIFELOCKINC—P05/24/202105/28/2021$1,001 - $15,0000.96GEN0.92BuyBuySelfMay 24, 2021$1,001 - $15,000mid $8KStockmodelled
588DCAUTOMATICGATAPROCESSING—S05/24/202105/28/2021$1,001 - $15,0000.97—0.82SellSellDependentMay 24, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
589SPNORTONLIFELOCKINC—P05/24/2021—$1,001 - $15,0000.97GEN0.92BuyBuySpouseMay 24, 2021$1,001 - $15,000mid $8KStockmodelled
590—AUTOMATICOATAPROCESSING—S05/25/202105/28/2021$1,001 - $15,0000.97—0.82SellSellSelfMay 25, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
591—NORTONLIFELOCK INC
OCR: date order
—P05/25/202105/02/2021$1,001 - $15,0000.60GEN0.92BuyBuySelfMay 25, 2021$1,001 - $15,000mid $8KStockReviewmodelled
592?AUTOMATICDATA PROCESSING
OCR: owner unreadable
—S05/25/202105/28/2021$1,001 - $15,0000.60ADP0.92SellSellUnknownMay 25, 2021$1,001 - $15,000mid $8KStockReviewmodelled
593?NORTONLIFELOCKINC
OCR: owner unreadable
—P05/25/202105/28/2021$1,001 - $15,0000.60GEN0.92BuyBuyUnknownMay 25, 2021$1,001 - $15,000mid $8KStockReviewmodelled
594—AUTOMATICDATAPROCESSING
OCR: date order
—S05/25/202105/02/2021$1,001 - $15,0000.60ADP0.92SellSellSelfMay 25, 2021$1,001 - $15,000mid $8KStockReviewmodelled
595—NORTONLIFELOCK INC—P05/25/202105/28/2021$1,001 - $15,0000.96GEN0.92BuyBuySelfMay 25, 2021$1,001 - $15,000mid $8KStockmodelled
596SPAUTOMATICDATAPROCESSING—S05/25/202105/28/2021$1,001 - $15,0000.97ADP0.92SellSellSpouseMay 25, 2021$1,001 - $15,000mid $8KStockmodelled
597SPNORTONLIFELOCK INC—P05/25/202105/28/2021$1,001 - $15,0000.96GEN0.92BuyBuySpouseMay 25, 2021$1,001 - $15,000mid $8KStockmodelled
598—AB GLOBAL BOND FUND- ADV—S05/26/202105/28/2021$1,001 - $15,0000.96—0.90SellSellSelfMay 26, 2021$1,001 - $15,000mid $8KMutual fundReviewnot modelled
599—BERNSTEININTERMEDATEDURATIONPORTFOLO—S05/26/202105/28/2021$1,001 - $15,0000.96—0.00SellSellSelfMay 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
600—ADHIGH 1NCOME-ADV—S05/26/202105/28/2021$1,001 - $15,0000.96—0.00SellSellSelfMay 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
601—AUTOMATICDATAPROCESSING—S05/20/202105/28/2021$1,001 - $15,0000.97ADP0.92SellSellSelfMay 20, 2021$1,001 - $15,000mid $8KStockmodelled
602JTAUTOMATICDATAPROCESSING—S05/26/202105/28/2021$1,001 - $15,0000.96ADP0.92SellSellJointMay 26, 2021$1,001 - $15,000mid $8KStockmodelled
603?NORTONUFELOCKINC
OCR: owner unreadable
—P05/26/202105/28/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownMay 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
604—AUTOMATICDATAPROCESSING—S05/26/202105/28/2021$1,001 - $15,0000.97ADP0.92SellSellSelfMay 26, 2021$1,001 - $15,000mid $8KStockmodelled
605—NORTONUFELOCK1NC
OCR: date unreadable
—P——$1,001 - $15,0000.30—0.00BuyBuySelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
606SPAUTOMATICDATAPROCESSING—S05/28/202105/28/2021$1,001 - $15,0000.96ADP0.92SellSellSpouseMay 28, 2021$1,001 - $15,000mid $8KStockmodelled
607DCNORTONLIFELOCKINC—P05/26/202105/28/2021$1,001 - $15,0000.96GEN0.92BuyBuyDependentMay 26, 2021$1,001 - $15,000mid $8KStockmodelled
608SPABGLOBALBONDFUND.AOV—S05/26/202105/28/2021$1,001 - $15,0000.96—0.00SellSellSpouseMay 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
609SPABHIGHINCOME-ADV
OCR: date order
—S05/26/202105/20/2021$1,001 - $15,0000.60—0.00SellSellSpouseMay 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
610SPBERNSTEININTERMEDATEDURATIONPORTFOLIO—S05/26/202105/28/2021$1,001 - $15,0000.96—0.00SellSellSpouseMay 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
611—BRISTOL-MYERS SQUIBB CO
OCR: date order
—S05/27/202105/20/2021$1,001 - $15,0000.60BMY0.95SellSellSelfMay 27, 2021$1,001 - $15,000mid $8KStockReviewmodelled
612—DOLLAR GENERAL CORP
OCR: date order
—S05/27/202105/20/2021$1,001 - $15,0000.60DG0.95SellSellSelfMay 27, 2021$1,001 - $15,000mid $8KStockReviewmodelled
613—CITRIXSYSTEMSINC
OCR: date order
—S05/27/202105/20/2021$1,001 - $15,0000.60—0.00SellSellSelfMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
614—ORACLECORP—S—05/20/2021$1,001 - $15,0000.97ORCL0.92SellSellSelf—$1,001 - $15,000mid $8KStockReviewnot modelled
615—PEPSICOINC—S05/27/202105/28/2021$1,001 - $15,0000.97PEP0.92SellSellSelfMay 27, 2021$1,001 - $15,000mid $8KStockmodelled
616—BRITISHAMERICANTOB-SPADR—S05/27/202105/28/2021$1,001 - $15,0000.96—0.00SellSellSelfMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
617—FIDELITYNATIONALINFOSERV—S05/27/202105/28/2021$1,001 - $15,0000.97—0.00SellSellSelfMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
618—MERCKCO INC
OCR: date order
—S05/27/202105/20/2021$1,001 - $15,0000.60—0.00SellSellSelfMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
619—RENAISSANCEREHOLDINGSLTD—S—05/28/2021$1,001 - $15,0000.96—0.00SellSellSelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
620—DECKERSOUTDOORCORP—S05/27/2021—$1,001 - $15,0000.96DECK0.92SellSellSelfMay 27, 2021$1,001 - $15,000mid $8KStockmodelled
621—GENERACHOLDINGSINC—P05/27/202105/28/2021$1,001 - $15,0000.96GNRC0.92BuyBuySelfMay 27, 2021$1,001 - $15,000mid $8KStockmodelled
622—NORTONLIFELOCKINC
OCR: date order
—P05/27/202105/20/2021$1,001 - $15,0000.60GEN0.92BuyBuySelfMay 27, 2021$1,001 - $15,000mid $8KStockReviewmodelled
623—BROADCOMINC—P05/27/202105/28/2021$1,001 - $15,0000.97AVGO0.92BuyBuySelfMay 27, 2021$1,001 - $15,000mid $8KStockmodelled
624—ROSSSTORESINC—P05/27/202105/28/2021$1,001 - $15,0000.97ROST0.92BuyBuySelfMay 27, 2021$1,001 - $15,000mid $8KStockmodelled
625—ACTIVISIONBLIZZARDJNC
OCR: date order
—P06/27/202105/28/2021$1,001 - $15,0000.60—0.00BuyBuySelfJun 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
626—AMAZONCOMINC
OCR: date order
—P05/27/202105/20/2021$1,001 - $15,0000.60AMZN0.92BuyBuySelfMay 27, 2021$1,001 - $15,000mid $8KStockReviewmodelled
627?BRISTOL·MYERSSOUIBBCO
OCR: owner unreadable
—S05/27/2021—$1,001 - $15,0000.60—0.00SellSellUnknownMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
628JTDOLLAR GENERAL CORP—S05/27/202105/28/2021$1,001 - $15,0000.97DG0.95SellSellJointMay 27, 2021$1,001 - $15,000mid $8KStockmodelled
629?PEPSICOINC
OCR: owner unreadable
—S05/27/202105/28/2021$1,001 - $15,0000.60PEP0.92SellSellUnknownMay 27, 2021$1,001 - $15,000mid $8KStockReviewmodelled
630?CFTRIXSYSTEMSMC
OCR: owner unreadable
—S—05/28/2021$1,001 - $15,0000.60—0.00SellSellUnknown—$1,001 - $15,000mid $8KUnknownReviewnot modelled
631JTORACLE CORP—S05/27/202105/28/2021$1,001 - $15,0000.97ORCL0.95SellSellJointMay 27, 2021$1,001 - $15,000mid $8KStockmodelled
632JTBRITISHAMERICAN TOB-SPADR
OCR: date order
—S05/27/202105/20/2021$1,001 - $15,0000.60—0.00SellSellJointMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
633?MERCK&COINC
OCR: owner unreadable, date order
—S05/27/202105/02/2021$1,001 - $15,0000.60—0.00SellSellUnknownMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
634JTDECKERSOUTDOORCORP—S05/27/202105/28/2021$1,001 - $15,0000.97DECK0.92SellSellJointMay 27, 2021$1,001 - $15,000mid $8KStockmodelled
635?ACTIVSIONDLLZZARDINC
OCR: owner unreadable
—P05/27/202105/28/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
636?AMAZONCOMINC
OCR: owner unreadable
—P05/27/202105/28/2021$1,001 - $15,0000.60AMZN0.92BuyBuyUnknownMay 27, 2021$1,001 - $15,000mid $8KStockReviewmodelled
637—BRISTOL-MYEASSOUIDBCO—S05/27/202105/28/2021$1,001 - $15,0000.97—0.00SellSellSelfMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
638—ORACLECORP—S05/27/202105/28/2021$1,001 - $15,0000.97ORCL0.92SellSellSelfMay 27, 2021$1,001 - $15,000mid $8KStockmodelled
639—DOLLARGENERALCORP—S05/27/202105/28/2021$1,001 - $15,0000.97DG0.92SellSellSelfMay 27, 2021$1,001 - $15,000mid $8KStockmodelled
640—MERCKCOINC—S05/27/202105/28/2021$1,001 - $15,0000.97—0.00SellSellSelfMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
641—CITRIXSYSTEMGINC—S05/27/202105/28/2021$1,001 - $15,0000.97—0.00SellSellSelfMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
642—RENASSANCERE HOLDINGSLTD—S05/27/202105/28/2021$1,001 - $15,0000.96—0.00SellSellSelfMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
643—BRITISHAMERICANTOB-SPADA—S05/27/202105/28/2021$1,001 - $15,0000.97—0.00SellSellSelfMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
644—PEPSICOINC—S05/27/202105/28/2021$1,001 - $15,0000.97PEP0.92SellSellSelfMay 27, 2021$1,001 - $15,000mid $8KStockmodelled
645—NORTONLIFELOCKINC—P05/27/202105/28/2021$1,001 - $15,0000.97GEN0.92BuyBuySelfMay 27, 2021$1,001 - $15,000mid $8KStockmodelled
646—ACTIVISIONBLIZZARDINC—P05/27/202105/28/2021$1,001 - $15,0000.97—0.00BuyBuySelfMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
647—AMAZON COMINC—P05/27/202105/28/2021$1,001 - $15,0000.97AMZN0.92BuyBuySelfMay 27, 2021$1,001 - $15,000mid $8KStockmodelled
648SPBRISTOL-MYERSSQUIBBCO—S05/27/202105/28/2021$1,001 - $15,0000.96—0.83SellSellSpouseMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
649SPDOLLARGENERALCORP—S—05/28/2021$1,001 - $15,0000.96DG0.92SellSellSpouse—$1,001 - $15,000mid $8KStockReviewnot modelled
650SPORACLECORP—S05/27/202105/28/2021$1,001 - $15,0000.96ORCL0.92SellSellSpouseMay 27, 2021$1,001 - $15,000mid $8KStockmodelled
651SPCITRLXSYSTEMSINC—S05/27/202105/28/2021$1,001 - $15,0000.97—0.00SellSellSpouseMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
652SPDECKERSOUTDOOR CORP—S05/27/202105/28/2021$1,001 - $15,0000.97DECK0.92SellSellSpouseMay 27, 2021$1,001 - $15,000mid $8KStockmodelled
653SPPEPSICOINC—S05/27/202105/28/2021$1,001 - $15,0000.96PEP0.92SellSellSpouseMay 27, 2021$1,001 - $15,000mid $8KStockmodelled
654SPRENASSANCEREHOLDINGSLTD—S—05/28/2021$1,001 - $15,0000.97—0.00SellSellSpouse—$1,001 - $15,000mid $8KUnknownReviewnot modelled
655?—
OCR: owner unreadable, asset missing
—S05/27/202105/28/2021$1,001 - $15,0000.30—0.00SellSellUnknownMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
656SPBRITISHAMERICANTOB-SPADR—S05/27/202105/28/2021$1,001 - $15,0000.97—0.00SellSellSpouseMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
657SPGENERACHOLDINGSINC—P05/27/2021—$1,001 - $15,0000.97GNRC0.92BuyBuySpouseMay 27, 2021$1,001 - $15,000mid $8KStockmodelled
658SPACTMSHON BLZZARDINC—P05/27/202105/28/2021$1,001 - $15,0000.97—0.00BuyBuySpouseMay 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
659SPAMA2ON.COMINC—P—05/28/2021$1,001 - $15,0000.97—0.00BuyBuySpouse—$1,001 - $15,000mid $8KUnknownReviewnot modelled
660—DAVITAINC—S05/28/202105/28/2021$1,001 - $15,0000.96DVA0.92SellSellSelfMay 28, 2021$1,001 - $15,000mid $8KStockmodelled
661—REGAL BELOITCORP
OCR: date order
—S05/28/202105/02/2021$1,001 - $15,0000.60RRX0.92SellSellSelfMay 28, 2021$1,001 - $15,000mid $8KStockReviewmodelled
662—ADOBEINC—P05/28/202105/28/2021$1,001 - $15,0000.97ADBE0.92BuyBuySelfMay 28, 2021$1,001 - $15,000mid $8KStockmodelled
663—OREILLYALTOMOTIVEINC—P05/28/202105/28/2021$1,001 - $15,0000.97—0.00BuyBuySelfMay 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
664—EL LILLY&CO—P05/28/202105/28/2021$1,001 - $15,0000.96—0.85BuyBuySelfMay 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
665—THERMOFISHERSCIENTIFICINC—P05/28/202105/28/2021$1,001 - $15,0000.97TMO0.92BuyBuySelfMay 28, 2021$1,001 - $15,000mid $8KStockmodelled
666—S&PGLOBALINC—P05/20/202105/28/2021$1,001 - $15,0000.97SPGI0.92BuyBuySelfMay 20, 2021$1,001 - $15,000mid $8KStockmodelled
667—KONINKLUKEAHOLD-SPADR—P05/28/202105/28/2021$1,001 - $15,0000.96—0.00BuyBuySelfMay 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
668—ALPHABETJINC-CL C—P05/28/202105/28/2021$1,001 - $15,0000.96—0.00BuyBuySelfMay 28, 2021$1,001 - $15,000mid $8KStocknot modelled
669—ABTAXABLEM/SINCOME—P05/28/202105/28/2021$1,001 - $15,0000.97—0.00BuyBuySelfMay 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
670?DAVITA INC
OCR: owner unreadable
—S—05/28/2021$1,001 - $15,0000.60DVA0.95SellSellUnknown—$1,001 - $15,000mid $8KStockReviewnot modelled
671?OREILLYAUTOMOTIVEINC
OCR: owner unreadable
—P05/28/202105/28/2021$1,001 - $15,0000.60ORLY0.92BuyBuyUnknownMay 28, 2021$1,001 - $15,000mid $8KStockReviewmodelled
672JTXONINKLJKEAHOLD-SPADR—P05/28/202105/28/2021$1,001 - $15,0000.97—0.00BuyBuyJointMay 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
673JTROSS STORES INC—P05/28/202105/28/2021$1,001 - $15,0000.96ROST0.95BuyBuyJointMay 28, 2021$1,001 - $15,000mid $8KStockmodelled
674?SPGLOBALINC
OCR: owner unreadable, date unreadable
—P——$1,001 - $15,0000.30SPGI0.92BuyBuyUnknown—$1,001 - $15,000mid $8KStockReviewnot modelled
675JTTHERMOFISHERSCIENTIFICINC—P05/28/2021—$1,001 - $15,0000.97TMO0.92BuyBuyJointMay 28, 2021$1,001 - $15,000mid $8KStockmodelled
676—DAVTAINC—S05/28/202105/28/2021$1,001 - $15,0000.97—0.00SellSellSelfMay 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
677—REGALBELOIT CORP—S05/28/202105/28/2021$1,001 - $15,0000.96RRX0.92SellSellSelfMay 28, 2021$1,001 - $15,000mid $8KStockmodelled
678—KONINKLUKEAHOLD-SPADR—P05/28/202105/28/2021$1,001 - $15,0000.97—0.00BuyBuySelfMay 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
679—54PGLOBALINC—P05/28/202105/28/2021$1,001 - $15,0000.96—0.00BuyBuySelfMay 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
680—THERMOFISHERGCIENTIFICINC—P05/28/202105/28/2021$1,001 - $15,0000.97—0.00BuyBuySelfMay 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
681SPDAVTAINC—S05/02/202105/28/2021$1,001 - $15,0000.97—0.00SellSellSpouseMay 2, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
682SPROSSSTORESINC—P05/28/202105/28/2021$1,001 - $15,0000.97ROST0.92BuyBuySpouseMay 28, 2021$1,001 - $15,000mid $8KStockmodelled
683SPOREILLYAUTOMOTIVEUNC—P05/28/202105/28/2021$1,001 - $15,0000.96—0.00BuyBuySpouseMay 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
684SPKONINKLIJKEAHOLD-SPADR—P05/25/202105/28/2021$1,001 - $15,0000.97—0.00BuyBuySpouseMay 25, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
685DCS&PGLOBALINC—P05/28/202105/28/2021$1,001 - $15,0000.96SPGI0.92BuyBuyDependentMay 28, 2021$1,001 - $15,000mid $8KStockmodelled
686SPNORTONLIFELOCKINC—P05/28/202105/28/2021$1,001 - $15,0000.96GEN0.92BuyBuySpouseMay 28, 2021$1,001 - $15,000mid $8KStockmodelled
687SPTHERMOFISHERSCIENTIFICINC—P05/28/202105/28/2021$1,001 - $15,0000.96TMO0.92BuyBuySpouseMay 28, 2021$1,001 - $15,000mid $8KStockmodelled
688—AB PRVATE CREDITINVESTORS CORPORATION CLOSE4—P06/01/202106/30/2021$1,001 - $15,0000.97—0.00BuyBuySelfJun 1, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
689—ALABAMA ST PUBLIC SCH&CLG AU DUE 08C1/2021 []%000—S06/01/202106/30/2021$15,001 - $50,0000.96—0.00SellSellSelfJun 1, 2021$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
690SPABPRVATECREDITINVESTORSCORPORATION CLOSE4—P06/01/202106/30/2021$1,001 - $15,0000.96—0.00BuyBuySpouseJun 1, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
691—NORTONLIFELOCKINC—P06/04/202106/30/2021$1,001 - $15,0000.96GEN0.92BuyBuySelfJun 4, 2021$1,001 - $15,000mid $8KStockmodelled
692SPNORTONLIFELOCKINC—P06/04/202106/30/2021$1,001 - $15,0000.96GEN0.92BuyBuySpouseJun 4, 2021$1,001 - $15,000mid $8KStockmodelled
693—W$CON5INSTDUE05/01/20225000%
OCR: date order
—P08/08/202106/30/2021$15,001 - $50,0000.60—0.00BuyBuySelfAug 8, 2021$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
694—TAKE-TWOINTERACTIVE SOFTWRE—S—06/30/2021$1,001 - $15,0000.97TTWO0.92SellSellSelf—$1,001 - $15,000mid $8KStockReviewnot modelled
695?TAKE-TWOINTERACTIVESOFTWRE
OCR: owner unreadable, date unreadable
—S——$1,001 - $15,0000.30—0.00SellSellUnknown—$1,001 - $15,000mid $8KUnknownReviewnot modelled
696—TAKE-TWOINTERACTVESOFTWRE
OCR: date unreadable
—S——$1,001 - $15,0000.30—0.00SellSellSelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
697SPTAKE-TWOINTERACTIVESOFTWRE—S06/09/202106/30/2021$1,001 - $15,0000.96—0.00SellSellSpouseJun 9, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
698JTTAKE-TWOINTERACTIVESOFTWRE—S06/10/202106/30/2021$1,001 - $15,0000.96—0.00SellSellJointJun 10, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
699—TAKE-TWOINTERACTIVE SOFTWRE—S06/10/202106/30/2021$1,001 - $15,0000.97TTWO0.92SellSellSelfJun 10, 2021$1,001 - $15,000mid $8KStockmodelled
700SPTAKE-TWOINTERACTMESOFTWRE—S06/10/202106/30/2021$1,001 - $15,0000.96—0.00SellSellSpouseJun 10, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
701—TAKE·TWOINTERACTVESOFTWRE
OCR: date order
—S08/11/202106/30/2021$1,001 - $15,0000.60—0.00SellSellSelfAug 11, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
702?LOSANGELESCNTYCADUE06/30/20224000%
OCR: owner unreadable, date unreadable
—P——$1,001 - $15,0000.30—0.00BuyBuyUnknown—$1,001 - $15,000mid $8KUnknownReviewnot modelled
703—HOMEYWELLINTERNATIONALINC—S06/14/202108/30/2021$1,001 - $15,0000.96—0.00SellSellSelfJun 14, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
704—LIMDEPLC—P06/14/202108/30/2021$1,001 - $15,0000.97—0.00BuyBuySelfJun 14, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
705JTHONEYWELLINTEANATIONALINC—S06/14/202106/30/2021$1,001 - $15,0000.97—0.00SellSellJointJun 14, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
706?NORTONLIFELOCKINC
OCR: owner unreadable
—P06/14/2021—$1,001 - $15,0000.60GEN0.92BuyBuyUnknownJun 14, 2021$1,001 - $15,000mid $8KStockReviewmodelled
707?LINDEPLC
OCR: owner unreadable
—P06/14/202106/30/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownJun 14, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
708—HONEYWELLINTERNATIONALINC—S06/14/202106/30/2021$1,001 - $15,0000.97HON0.92SellSellSelfJun 14, 2021$1,001 - $15,000mid $8KStockmodelled
709—NORTONLIFELOCKINC
OCR: date order
—P08/14/202106/30/2021$1,001 - $15,0000.60GEN0.92BuyBuySelfAug 14, 2021$1,001 - $15,000mid $8KStockReviewmodelled
710—LINDE PLC—P06/14/202106/30/2021$1,001 - $15,0000.96LIN0.95BuyBuySelfJun 14, 2021$1,001 - $15,000mid $8KStockmodelled
711SPHONEYWELLINTERNATIONALINC—S06/14/202106/30/2021$1,001 - $15,0000.97HON0.92SellSellSpouseJun 14, 2021$1,001 - $15,000mid $8KStockmodelled
712SPNORTONLIFELOCKINC—P06/14/202106/30/2021$1,001 - $15,0000.96GEN0.92BuyBuySpouseJun 14, 2021$1,001 - $15,000mid $8KStockmodelled
713SPUNDEPLC—P06/14/202106/30/2021$1,001 - $15,0000.97—0.00BuyBuySpouseJun 14, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
714JTETSYINC—P—06/30/2021$1,001 - $15,0000.96ETSY0.92BuyBuyJoint—$1,001 - $15,000mid $8KStockReviewnot modelled
715—ETSY INC—P06/15/202106/30/2021$1,001 - $15,0000.97ETSY0.98BuyBuySelfJun 15, 2021$1,001 - $15,000mid $8KStockmodelled
716SPETSYINC—P—06/30/2021$1,001 - $15,0000.96ETSY0.92BuyBuySpouse—$1,001 - $15,000mid $8KStockReviewnot modelled
717—USTAEASURYDUE0I/15/20300B25%—S06/17/202108/30/2021$1,001 - $15,0000.96—0.00SellSellSelfJun 17, 2021$1,001 - $15,000mid $8KBondnot modelled
718—XHLINXINC—S06/17/202106/30/2021$1,001 - $15,0000.97—0.00SellSellSelfJun 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
719?US TREASURY DUE0M15/2030D25%
OCR: owner unreadable, date order
—S08/17/202106/30/2021$1,001 - $15,0000.60—0.00SellSellUnknownAug 17, 2021$1,001 - $15,000mid $8KBondReviewnot modelled
720JTXILINXINC—S06/17/202106/30/2021$1,001 - $15,0000.96—0.00SellSellJointJun 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
721?UNDEPLC
OCR: owner unreadable
—P06/17/202106/30/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownJun 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
722—US TREASURY DUE08/15/20300 825%—S06/17/202106/30/2021$1,001 - $15,0000.96—0.00SellSellSelfJun 17, 2021$1,001 - $15,000mid $8KBondnot modelled
723—XILINXINC—S06/17/202106/30/2021$1,001 - $15,0000.96—0.00SellSellSelfJun 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
724—LINDEPLC—P—06/30/2021$1,001 - $15,0000.96—0.00BuyBuySelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
725DCUSTREASURYDUE0815/20300625%—S06/17/202106/30/2021$1,001 - $15,0000.96—0.00SellSellDependentJun 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
726SPXILINXINC
OCR: date order
—S08/17/202106/30/2021$1,001 - $15,0000.60—0.00SellSellSpouseAug 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
727SPUINDEPLC—P06/17/202106/30/2021$1,001 - $15,0000.96—0.00BuyBuySpouseJun 17, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
728—XILHNXINC—S06/18/202106/30/2021$1,001 - $15,0000.95—0.00SellSellSelfJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
729—AUTOMATIC DATAPAOCESSING—S06/18/202108/30/2021$1,001 - $15,0000.96—0.84SellSellSelfJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
730—SHERWWN-WELLAMSCOVTHE—S06/18/202106/30/2021$1,001 - $15,0000.96—0.00SellSellSelfJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
731—DOLLAR GENERAL CORP—S06/18/202106/30/2021$1,001 - $15,0000.95DG0.95SellSellSelfJun 18, 2021$1,001 - $15,000mid $8KStockmodelled
732—CH ROBINSON WORLDWDEINC
OCR: date order
—S08/18/202106/30/2021$1,001 - $15,0000.60—0.00SellSellSelfAug 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
733—VERIZONCOMMUNICATIONBINC
OCR: date order
—P08/18/202106/30/2021$1,001 - $15,0000.60—0.00BuyBuySelfAug 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
734—AOWE PRICE GROUPINC—P06/18/202106/30/2021$1,001 - $15,0000.96—0.00BuyBuySelfJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
735—PROGRESSVECORP
OCR: date unreadable
—P——$1,001 - $15,0000.30—0.00BuyBuySelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
736—BROADCOMINC—P06/18/2021—$1,001 - $15,0000.97AVGO0.92BuyBuySelfJun 18, 2021$1,001 - $15,000mid $8KStockmodelled
737—ADOBEINC—P06/16/202106/30/2021$1,001 - $15,0000.97ADBE0.92BuyBuySelfJun 16, 2021$1,001 - $15,000mid $8KStockmodelled
738—JPMORGANCHASECO—P06/18/2021—$1,001 - $15,0000.97—0.00BuyBuySelfJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
739—MARSH&MCLENNANCOS—P06/18/2021—$1,001 - $15,0000.97—0.00BuyBuySelfJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
740—SERVCENOWINC—P06/18/202106/30/2021$1,001 - $15,0000.97—0.00BuyBuySelfJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
741—CALIFORNAST HLTHFACSFINGADUE D6/01/2041 5000%—P06/18/202106/30/2021$1,001 - $15,0000.96—0.00BuyBuySelfJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
742?X1LINXINC
OCR: owner unreadable
—S06/18/202106/30/2021$1,001 - $15,0000.60—0.00SellSellUnknownJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
743JTDOLLAR GENERAL CORP—S06/18/202106/30/2021$1,001 - $15,0000.97DG0.95SellSellJointJun 18, 2021$1,001 - $15,000mid $8KStockmodelled
744?SHERMN-WLLIAMSCOTHE
OCR: owner unreadable
—S06/18/202106/30/2021$1,001 - $15,0000.60—0.00SellSellUnknownJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
745JTJPMORGANCHASE&CO—P06/18/202106/30/2021$1,001 - $15,0000.97JPM0.92BuyBuyJointJun 18, 2021$1,001 - $15,000mid $8KStockmodelled
746?AASHMCLENNANCOS
OCR: owner unreadable
—P06/18/202106/30/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
747?SERVICENOWINC
OCR: owner unreadable
—P06/18/202106/30/2021$1,001 - $15,0000.60NOW0.92BuyBuyUnknownJun 18, 2021$1,001 - $15,000mid $8KStockReviewmodelled
748?ADOBEINC
OCR: owner unreadable
—P06/18/202106/30/2021$1,001 - $15,0000.60ADBE0.92BuyBuyUnknownJun 18, 2021$1,001 - $15,000mid $8KStockReviewmodelled
749JTTROWEPRICEGROUPINC—P06/18/202106/30/2021$1,001 - $15,0000.97TROW0.92BuyBuyJointJun 18, 2021$1,001 - $15,000mid $8KStockmodelled
750—XILJNX INC—S06/18/202106/30/2021$1,001 - $15,0000.96—0.00SellSellSelfJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
751—DOLLAR GENERAL CORP—S06/18/202106/30/2021$1,001 - $15,0000.97DG0.95SellSellSelfJun 18, 2021$1,001 - $15,000mid $8KStockmodelled
752—MCDONALDSCORP—S06/18/202108/30/2021$1,001 - $15,0000.96MCD0.92SellSellSelfJun 18, 2021$1,001 - $15,000mid $8KStockmodelled
753—SHERWN-WLLAMSCOTHE—S06/18/202106/30/2021$1,001 - $15,0000.96—0.00SellSellSelfJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
754—VEAIZONCOMMUNICATIONSINC—P06/18/202106/30/2021$1,001 - $15,0000.96—0.00BuyBuySelfJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
755—TROWEPRICEGROUPINC—P06/18/202106/30/2021$1,001 - $15,0000.96TROW0.92BuyBuySelfJun 18, 2021$1,001 - $15,000mid $8KStockmodelled
756—JPMORGANCHASE&CO—P06/18/202106/30/2021$1,001 - $15,0000.96JPM0.92BuyBuySelfJun 18, 2021$1,001 - $15,000mid $8KStockmodelled
757—ADOBEINC—P—06/30/2021$1,001 - $15,0000.96ADBE0.92BuyBuySelf—$1,001 - $15,000mid $8KStockReviewnot modelled
758—MARSHMCLENNANCOS—P06/18/202108/30/2021$1,001 - $15,0000.96—0.00BuyBuySelfJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
759—SERVICENOWINC—P06/18/202106/30/2021$1,001 - $15,0000.96NOW0.92BuyBuySelfJun 18, 2021$1,001 - $15,000mid $8KStockmodelled
760SPXILENXINC
OCR: date order
—S06/16/202105/30/2021$1,001 - $15,0000.60—0.00SellSellSpouseJun 16, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
761SPSHERWN-WLLIAMSCO/THE—S06/18/202106/30/2021$1,001 - $15,0000.96—0.00SellSellSpouseJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
762SPDOLLAA GENERAL CORP—S06/18/202106/30/2021$1,001 - $15,0000.96—0.84SellSellSpouseJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
763SPJPMORGANCHASE&CO—P06/18/202106/30/2021$1,001 - $15,0000.96JPM0.92BuyBuySpouseJun 18, 2021$1,001 - $15,000mid $8KStockmodelled
764SPBROADCOMINC—P06/18/202106/30/2021$1,001 - $15,0000.96AVGO0.92BuyBuySpouseJun 18, 2021$1,001 - $15,000mid $8KStockmodelled
765SPTAOWEPRICE GAOUPINC—P06/18/202106/30/2021$1,001 - $15,0000.96—0.00BuyBuySpouseJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
766SPSERVCENOWINC—P06/18/202106/30/2021$1,001 - $15,0000.96—0.00BuyBuySpouseJun 18, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
767DCADOBEINC—P06/18/202106/30/2021$1,001 - $15,0000.97ADBE0.92BuyBuyDependentJun 18, 2021$1,001 - $15,000mid $8KStockmodelled
768SPMARSH&MCLENNANCOS—P06/08/202106/30/2021$1,001 - $15,0000.96—0.00BuyBuySpouseJun 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
769—DAVITAINC—S06/21/202106/30/2021$1,001 - $15,0000.90DVA0.92SellSellSelfJun 21, 2021$1,001 - $15,000mid $8KStockmodelled
770?DAVTTAINC
OCR: owner unreadable
—S06/21/202108/30/2021$1,001 - $15,0000.60—0.00SellSellUnknownJun 21, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
771—DAVTAINC—S06/21/202106/30/2021$1,001 - $15,0000.97—0.00SellSellSelfJun 21, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
772SPDAVTTA NC—S06/21/202106/30/2021$1,001 - $15,0000.96—0.00SellSellSpouseJun 21, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
773SPMOTOROLA SOLUTIONSINC—S06/21/202106/30/2021$1,001 - $15,0000.97MSI0.92SellSellSpouseJun 21, 2021$1,001 - $15,000mid $8KStockmodelled
774—COCA.COLACOVTHE—P06/22/202106/30/2021$1,001 - $15,0000.96—0.00BuyBuySelfJun 22, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
775?PROCTEAGAMBLE CO/THE
OCR: owner unreadable
—S06/22/202106/30/2021$1,001 - $15,0000.60—0.00SellSellUnknownJun 22, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
776?COCA-COLACOVTHE
OCR: owner unreadable
—P06/22/202106/30/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownJun 22, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
777—PROCTER&GAMBLECO/THE—S06/22/202106/30/2021$1,001 - $15,0000.96—0.00SellSellSelfJun 22, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
778—PAOCTER&GAMSLECOTHE—S—06/30/2021$1,001 - $15,0000.96—0.00SellSellSelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
779—COCA-COLACOTHE—P06/22/202106/30/2021$1,001 - $15,0000.96—0.00BuyBuySelfJun 22, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
780SPPROCTERGAMBLECOTHE—S08/22/2021—$1,001 - $15,0000.97—0.00SellSellSpouseAug 22, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
781SPCOCA-COLACOTHE—P06/22/202106/30/2021$1,001 - $15,0000.96—0.00BuyBuySpouseJun 22, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
782—COCA-COLACOTHE—P06/23/202106/30/2021$1,001 - $15,0000.96—0.00BuyBuySelfJun 23, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
783?COCA.COLACOTHE
OCR: owner unreadable
—P06/23/202106/30/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownJun 23, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
784—ADOBEINC—P06/23/202106/30/2021$1,001 - $15,0000.97ADBE0.92BuyBuySelfJun 23, 2021$1,001 - $15,000mid $8KStockmodelled
785—COCA-COLACO/THE—P06/23/202106/30/2021$1,001 - $15,0000.96—0.81BuyBuySelfJun 23, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
786SPCOCA-COLACO/THE—P06/23/202106/30/2021$1,001 - $15,0000.96—0.81BuyBuySpouseJun 23, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
787JTMASCO CORP—S06/29/202106/30/2021$1,001 - $15,0000.96MAS0.95SellSellJointJun 29, 2021$1,001 - $15,000mid $8KStockmodelled
788—MASCO CORP—S06/20/2021—$1,001 - $15,0000.96MAS0.95SellSellSelfJun 20, 2021$1,001 - $15,000mid $8KStockmodelled
789SPMASCO CORP—S06/29/202106/30/2021$1,001 - $15,0000.97MAS0.95SellSellSpouseJun 29, 2021$1,001 - $15,000mid $8KStockmodelled
790?AB SMALL CAP COREPORTFOLIO ADVCL
OCR: owner unreadable
—S06/30/202106/30/2021$1,001 - $15,0000.60—0.00SellSellUnknownJun 30, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
791—ABSMALLCAPCOREPORTFOLIO ADV CL—S06/30/202106/30/2021$1,001 - $15,0000.96—0.00SellSellSelfJun 30, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
792?ABDISCOVERYVALUE-ADV
OCR: owner unreadable
—S06/30/202106/30/2021$1,001 - $15,0000.60—0.00SellSellUnknownJun 30, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
793SPABSMALLCAPCOREPORTFOLIOADVCL—S06/30/202108/30/2021$1,001 - $15,0000.96—0.00SellSellSpouseJun 30, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
794—COCA-COLACOTHE—P07/01/202107/22/2021$1,001 - $15,0000.97—0.00BuyBuySelfJul 1, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
795?LINOE PLC
OCR: owner unreadable, date unreadable
—P——$1,001 - $15,0000.30—0.00BuyBuyUnknown—$1,001 - $15,000mid $8KUnknownReviewnot modelled
796?JTCOCA·COLA CO/THE
OCR: owner unreadable
—P—07/22/2021$1,001 - $15,0000.60—0.81BuyBuyUnknown—$1,001 - $15,000mid $8KUnknownReviewnot modelled
797—LINDEPLC—P07/01/202107/22/2021$1,001 - $15,0000.97—0.00BuyBuySelfJul 1, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
798—COCA-COLACOTHE—P07/01/202107/22/2021$1,001 - $15,0000.97—0.00BuyBuySelfJul 1, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
799SPLINDEPLC—P07/01/202107/22/2021$1,001 - $15,0000.97—0.00BuyBuySpouseJul 1, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
800SPPROCTER&GAMBLECO/THE—S07/01/202107/22/2021$1,001 - $15,0000.97—0.00SellSellSpouseJul 1, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
801?—
OCR: owner unreadable, asset missing
—P—07/22/2021$1,001 - $15,0000.30—0.00BuyBuyUnknown—$1,001 - $15,000mid $8KUnknownReviewnot modelled
802—INGERSOLL-RAKD INC
OCR: date unreadable
—S——$1,001 - $15,0000.30—0.84SellSellSelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
803?INGERSOLL-RANDINC
OCR: owner unreadable
—S—07/22/2021$1,001 - $15,0000.60IR0.92SellSellUnknown—$1,001 - $15,000mid $8KStockReviewnot modelled
804—INGERSOLL·RANO INC—S07/07/202107/22/2021$1,001 - $15,0000.97—0.84SellSellSelfJul 7, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
805SPINGERSOLL-RANO INC—S07/07/2021—$1,001 - $15,0000.98—0.84SellSellSpouseJul 7, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
806—COCA-COLACO/THE—P07/08/202107/22/2021$1,001 - $15,0000.97—0.81BuyBuySelfJul 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
807?ROCTER&GAMBLECOTHE
OCR: owner unreadable
—S07/08/202107/22/2021$1,001 - $15,0000.60—0.00SellSellUnknownJul 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
808JTCOCA-COLACO/THE—P—07/22/2021$1,001 - $15,0000.97—0.81BuyBuyJoint—$1,001 - $15,000mid $8KUnknownReviewnot modelled
809—LINDE PLC—P07/08/202107/22/2021$1,001 - $15,0000.97LIN0.95BuyBuySelfJul 8, 2021$1,001 - $15,000mid $8KStockmodelled
810—COCA-COLACO/THE—P07/08/202107/22/2021$1,001 - $15,0000.97—0.81BuyBuySelfJul 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
811SPPROCTER&GAMILECOTHE—S07/08/202107/22/2021$1,001 - $15,0000.97—0.00SellSellSpouseJul 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
812?LINDEPLC
OCR: owner unreadable
—P07/08/202107/22/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownJul 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
813?—
OCR: owner unreadable, asset missing
—P07/08/202107/22/2021$1,001 - $15,0000.30—0.00BuyBuyUnknownJul 8, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
814—ROYALDUTCHSHELL.SPONADR-S—P07/12/2021—$1,001 - $15,0000.97—0.00BuyBuySelfJul 12, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
815—ROYALDUTCHSHELL·SPONADA-B—P07/12/202107/22/2021$1,001 - $15,0000.97—0.00BuyBuySelfJul 12, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
816?—
OCR: owner unreadable, asset missing
—P07/12/202107/22/2021$15,001 - $50,0000.30—0.00BuyBuyUnknownJul 12, 2021$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
817?TEXASSTDUE0801/20285000%
OCR: owner unreadable
—P07/13/202107/22/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownJul 13, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
818—TEXASSTDUE0801/2025000%—P—07/22/2021$1,001 - $15,0000.98—0.00BuyBuySelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
819—DAVITA (NC—S—07/22/2021$1,001 - $15,0000.98—0.90SellSellSelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
820?NORTONLIFELOCKINC
OCR: owner unreadable
—P—07/22/2021$1,001 - $15,0000.60GEN0.92BuyBuyUnknown—$1,001 - $15,000mid $8KStockReviewnot modelled
821—NORTOINLIFELOCKINC—P07/14/202107/22/2021$1,001 - $15,0000.97—0.00BuyBuySelfJul 14, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
822?SPNORTONUFELOCKINC
OCR: owner unreadable
—P07/14/202107/22/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownJul 14, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
823—AUTOZONEINC—S—08/13/2021$1,001 - $15,0000.97AZO0.92SellSellSelf—$1,001 - $15,000mid $8KStockReviewnot modelled
824—AUTOZONEINC—S07/19/202107/22/2021$1,001 - $15,0000.97AZO0.92SellSellSelfJul 19, 2021$1,001 - $15,000mid $8KStockmodelled
825—ABPRVATECREDITINVESTORSCORPORATION—P—08/13/2021$1,001 - $15,0000.97—0.00BuyBuySelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
826SPABPRVATECREDFTINVESTORSCORPORATION—P07/22/202108/13/2021$1,001 - $15,0000.97—0.00BuyBuySpouseJul 22, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
827—ELECTRONICARTSINC—P07/26/2021—$1,001 - $15,0000.97EA0.92BuyBuySelfJul 26, 2021$1,001 - $15,000mid $8KStockmodelled
828—S&P GLOBALINC—P07/26/202108/13/2021$1,001 - $15,0000.97SPGI0.92BuyBuySelfJul 26, 2021$1,001 - $15,000mid $8KStockmodelled
829—PROGRESSVECORP—P07/26/202108/13/2021$1,001 - $15,0000.97—0.00BuyBuySelfJul 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
830—VERIZON COMMUNICATIONSINC—P07/26/202108/13/2021$1,001 - $15,0000.97VZ0.92BuyBuySelfJul 26, 2021$1,001 - $15,000mid $8KStockmodelled
831—ALLANT ENERGY CORP—P07/26/202108/13/2021$1,001 - $15,0000.97—0.87BuyBuySelfJul 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
832—EBSENT CROUPLTD
OCR: date unreadable
—S——$1,001 - $15,0000.30—0.00SellSellSelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
833—CH ROBINSON WORLDWDE INC—S07/26/2021—$1,001 - $15,0000.97—0.82SellSellSelfJul 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
834—NICELTD-SPONADR—S07/26/202108/13/2021$1,001 - $15,0000.97—0.00SellSellSelfJul 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
835—MCDONALD'SCORP—S07/20/202108/13/2021$1,001 - $15,0000.97MCD0.92SellSellSelfJul 20, 2021$1,001 - $15,000mid $8KStockmodelled
836—MASCO CORP—S—08/13/2021$1,001 - $15,0000.97MAS0.95SellSellSelf—$1,001 - $15,000mid $8KStockReviewnot modelled
837?ELECTRONICARTSINC
OCR: owner unreadable
—P07/26/202108/13/2021$1,001 - $15,0000.60EA0.92BuyBuyUnknownJul 26, 2021$1,001 - $15,000mid $8KStockReviewmodelled
838?VERIZONCOMMUNICATIONSINC
OCR: owner unreadable
—P07/20/202108/13/2021$1,001 - $15,0000.60VZ0.92BuyBuyUnknownJul 20, 2021$1,001 - $15,000mid $8KStockReviewmodelled
839?PAOGRESSVECORP
OCR: owner unreadable
—P07/26/2021—$1,001 - $15,0000.60—0.00BuyBuyUnknownJul 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
840?ALLIANTENEAGYCORP
OCR: owner unreadable
—P07/26/202108/13/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownJul 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
841?CH ROBINSONWORLDWDEINC
OCR: owner unreadable
—S07/26/202108/13/2021$1,001 - $15,0000.60—0.00SellSellUnknownJul 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
842?NICELTD-SPONADR
OCR: owner unreadable
—S07/26/202108/13/2021$1,001 - $15,0000.60—0.00SellSellUnknownJul 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
843JTMASCOCORP—S07/26/202108/13/2021$1,001 - $15,0000.96MAS0.92SellSellJointJul 26, 2021$1,001 - $15,000mid $8KStockmodelled
844?MCDONALD'SCORP
OCR: owner unreadable
—S07/26/202108/03/2021$1,001 - $15,0000.60MCD0.92SellSellUnknownJul 26, 2021$1,001 - $15,000mid $8KStockReviewmodelled
845—PROGAESSIVE CORP—P—08/13/2021$1,001 - $15,0000.97—0.82BuyBuySelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
846—SAPGLOBALINC—P07/28/2021—$1,001 - $15,0000.96—0.00BuyBuySelfJul 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
847—VERIZON CONMUNICATIONSINC—P—08/13/2021$1,001 - $15,0000.97—0.00BuyBuySelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
848—ELECTRONICARTSINC—P07/26/202108/13/2021$1,001 - $15,0000.97EA0.92BuyBuySelfJul 26, 2021$1,001 - $15,000mid $8KStockmodelled
849—ALLIANTENERGYCORP—P07/26/202108/13/2021$1,001 - $15,0000.96LNT0.92BuyBuySelfJul 26, 2021$1,001 - $15,000mid $8KStockmodelled
850—CH ROBINSONWORLDWDEINC—S07/26/202108/13/2021$1,001 - $15,0000.97—0.00SellSellSelfJul 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
851—NICELTD-SPONAOR—S07/26/202108/13/2021$1,001 - $15,0000.97—0.00SellSellSelfJul 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
852—MCDONALD'SCORP—S07/26/202108/13/2021$1,001 - $15,0000.98MCD0.92SellSellSelfJul 26, 2021$1,001 - $15,000mid $8KStockmodelled
853—MASCO CORP—S07/26/202108/13/2021$1,001 - $15,0000.98MAS0.95SellSellSelfJul 26, 2021$1,001 - $15,000mid $8KStockmodelled
854SPPROGRESSVECORP—P07/26/202108/13/2021$1,001 - $15,0000.92—0.00BuyBuySpouseJul 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
855SPALLIANTENERGY CORP—P07/26/2021—$1,001 - $15,0000.97LNT0.92BuyBuySpouseJul 26, 2021$1,001 - $15,000mid $8KStockmodelled
856SPVERIZONCOMMUNKCATIONSINC—P07/25/202108/13/2021$1,001 - $15,0000.97—0.00BuyBuySpouseJul 25, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
857?CH ROBINSONWORLDWDEINC
OCR: owner unreadable
—S07/26/202108/13/2021$1,001 - $15,0000.60—0.00SellSellUnknownJul 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
858SPNICE LTD-SPONADR—S07/26/202108/13/2021$1,001 - $15,0000.97—0.00SellSellSpouseJul 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
859SPMASCO CORP—S07/26/202108/13/2021$1,001 - $15,0000.97MAS0.95SellSellSpouseJul 26, 2021$1,001 - $15,000mid $8KStockmodelled
860SPMCDONALDSCORP—S07/26/202108/13/2021$1,001 - $15,0000.97MCD0.92SellSellSpouseJul 26, 2021$1,001 - $15,000mid $8KStockmodelled
861?—
OCR: owner unreadable, asset missing
—P07/27/202108/13/2021$1,001 - $15,0000.30—0.00BuyBuyUnknownJul 27, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
862—FLEETCORTECHNOLOGIESINC—P07/28/2021—$1,001 - $15,0000.97—0.00BuyBuySelfJul 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
863—AUTOZONEINC—S07/28/202108/13/2021$1,001 - $15,0000.97AZO0.92SellSellSelfJul 28, 2021$1,001 - $15,000mid $8KStockmodelled
864?FLEETCORTECHNOLOGTESINC
OCR: owner unreadable
—P07/28/2021—$1,001 - $15,0000.60—0.00BuyBuyUnknownJul 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
865?AUTOZONE NC
OCR: owner unreadable
—S07/28/2021—$1,001 - $15,0000.60—0.90SellSellUnknownJul 28, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
866?AUTOZONEINC
OCR: owner unreadable
—S07/28/202108/13/2021$1,001 - $15,0000.60AZO0.92SellSellUnknownJul 28, 2021$1,001 - $15,000mid $8KStockReviewmodelled
867—FLEEYCORTECHNOLOGIESINC—P—08/13/2021$1,001 - $15,0000.97—0.00BuyBuySelf—$1,001 - $15,000mid $8KUnknownReviewnot modelled
868—AUTOZONEINC—S—08/13/2021$1,001 - $15,0000.95AZO0.92SellSellSelf—$1,001 - $15,000mid $8KStockReviewnot modelled
869SPFLEETCORTECHNOLOGIESINC—P07/26/2021—$1,001 - $15,0000.96—0.00BuyBuySpouseJul 26, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
870SPAUTOZONEINC—S07/28/202108/13/2021$1,001 - $15,0000.97AZO0.92SellSellSpouseJul 28, 2021$1,001 - $15,000mid $8KStockmodelled
871SPAUTOZONEINC—S07/28/202108/13/2021$1,001 - $15,0000.97AZO0.92SellSellSpouseJul 28, 2021$1,001 - $15,000mid $8KStockmodelled
872?USTREASURYDUE02/15/20311125%
OCR: owner unreadable
—P08/03/202108/13/2021$15,001 - $50,0000.60—0.00BuyBuyUnknownAug 3, 2021$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
873JTUSTREASURYDUE0815/20300825%[1]—S—08/13/2021$15,001 - $50,0000.97—0.00SellSellJoint—$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
874—USTREASURYDUE02/15/20311.125%—P—08/13/2021$15,001 - $50,0000.97—0.00BuyBuySelf—$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
875—US TREASURY DUE C8/15/20300825%—S—08/13/2021$15,001 - $50,0000.97—0.00SellSellSelf—$15,001 - $50,000mid $32.5KBondReviewnot modelled
876?USTREASURY DUE02/15/2031 1 125%
OCR: owner unreadable
—P08/03/202108/13/2021$15,001 - $50,0000.60—0.00BuyBuyUnknownAug 3, 2021$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
877?USTREASURYDUE0W15/20300825%[1]
OCR: owner unreadable
—S08/03/2021—$15,001 - $50,0000.60—0.00SellSellUnknownAug 3, 2021$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
878?FLEETCORTECHNOLOGIESINC
OCR: owner unreadable
—P08/04/202108/13/2021$1,001 - $15,0000.60—0.00BuyBuyUnknownAug 4, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
879?—
OCR: owner unreadable, asset missing
—P08/04/202108/13/2021$1,001 - $15,0000.30—0.00BuyBuyUnknownAug 4, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
880—AUTOZONEINC—S08/05/2021—$1,001 - $15,0000.97AZO0.92SellSellSelfAug 5, 2021$1,001 - $15,000mid $8KStockmodelled
881—AUTOZONEINC—S08/06/2021—$1,001 - $15,0000.96AZO0.92SellSellSelfAug 6, 2021$1,001 - $15,000mid $8KStockmodelled
882?FIDEUTYNATIONALINFOSERV
OCR: owner unreadable
—S08/06/202108/13/2021$1,001 - $15,0000.60—0.00SellSellUnknownAug 6, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
883SPFIDELITYNATIONALINFOSERV
OCR: date order
—S08/06/202106/13/2021$1,001 - $15,0000.60—0.00SellSellSpouseAug 6, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
884—COCA-COLACO/THE
OCR: date order
—P08/09/202106/13/2021$1,001 - $15,0000.60—0.81BuyBuySelfAug 9, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
885—L3HARRISTECHNOLOGIESINC—S06/09/202108/12/2021$1,001 - $15,0000.97LHX0.92SellSellSelfJun 9, 2021$1,001 - $15,000mid $8KStockmodelled
886JTBOOZALLENHAMLTONHOLDINGS—P08/09/202108/13/2021$1,001 - $15,0000.97—0.00BuyBuyJointAug 9, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
887?COCACOLACOTHE
OCR: owner unreadable
—P—08/13/2021$1,001 - $15,0000.60—0.00BuyBuyUnknown—$1,001 - $15,000mid $8KUnknownReviewnot modelled
888?L3HARRISTECHNOLOGIESINC
OCR: owner unreadable
—S08/09/2021—$1,001 - $15,0000.60LHX0.92SellSellUnknownAug 9, 2021$1,001 - $15,000mid $8KStockReviewmodelled
889—COCA-COLACOTHE—P08/09/202108/13/2021$1,001 - $15,0000.97—0.00BuyBuySelfAug 9, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
890—L3HARRIS TECHNOLOGIESINC—S08/09/202108/13/2021$1,001 - $15,0000.97LHX0.92SellSellSelfAug 9, 2021$1,001 - $15,000mid $8KStockmodelled
891SPSOOZALLENHAMILTONHOLDINGS—P08/09/202108/13/2021$1,001 - $15,0000.98—0.00BuyBuySpouseAug 9, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
892SPCOCA-COLACO/THE—P—08/13/2021$1,001 - $15,0000.97—0.81BuyBuySpouse—$1,001 - $15,000mid $8KUnknownReviewnot modelled
893SPL3NARRISTECHNOLOGIES INC—S08/09/2021—$1,001 - $15,0000.97—0.83SellSellSpouseAug 9, 2021$1,001 - $15,000mid $8KUnknownReviewnot modelled
894—US TREASURY DUE 08/15/20300 625%—S08/10/202108/13/2021$15,001 - $50,0000.97—0.00SellSellSelfAug 10, 2021$15,001 - $50,000mid $32.5KBondnot modelled
895?TJX COMPANIESINC
OCR: owner unreadable
—S—08/13/2021$1,001 - $15,0000.60TJX0.92SellSellUnknown—$1,001 - $15,000mid $8KStockReviewnot modelled
896—USTAEASURYDUE02/152Q311125%—P—08/13/2021$15,001 - $50,0000.97—0.00BuyBuySelf—$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
897?AMAZON COMINC
OCR: owner unreadable
—P08/18/202108/24/2021$1,001 - $15,0000.60AMZN0.92BuyBuyUnknownAug 18, 2021$1,001 - $15,000mid $8KStockReviewmodelled
898—AMAZON COM INC—P08/16/202108/24/2021$1,001 - $15,0000.97AMZN0.95BuyBuySelfAug 16, 2021$1,001 - $15,000mid $8KStockmodelled
899—CHEGGINC—P08/16/202108/24/2021$1,001 - $15,0000.97CHGG0.92BuyBuySelfAug 16, 2021$1,001 - $15,000mid $8KStockmodelled
900?CHEGGINC
OCR: owner unreadable
—P08/18/202108/24/2021$1,001 - $15,0000.60CHGG0.92BuyBuyUnknownAug 18, 2021$1,001 - $15,000mid $8KStockReviewmodelled
901SPCHEGGINC—P08/16/2021—$1,001 - $15,0000.97CHGG0.92BuyBuySpouseAug 16, 2021$1,001 - $15,000mid $8KStockmodelled
902SPALPHABETINC-CLA—S08/18/202108/24/2021$1,001 - $15,0000.97GOOGL0.92SellSellSpouseAug 18, 2021$1,001 - $15,000mid $8KStockmodelled