Official filing metadata
- Filer (as printed)
- Hon. Diana Harshbarger
- Office (as printed)
- TN01
- Chamber
- House
- Filing type
- ptr
- Filing date
- Dec 30, 2021
- Filing year
- 2021
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 101
- 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 3, 2026
- Internal id
- 2157
REVIEW OCR 7p, rotation [90]: 101 rows from 6 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 · 101
Left: OCR reading of the scan · Right: normalized
| Read from the scan by OCR · check the document | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | — | MAgNA INTERNATIONAL INO | — | S | 10/20/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Self | Oct 20, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 2 | — | MAGNA INTERNATIONAL INC | — | S | 10/20/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | MGA0.95 | SellSell | Self | Oct 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | MAGNA INTERNATIONAL INC | — | S | 10/20/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | MGA0.95 | SellSell | Joint | Oct 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | SP | MAGNA INTERNATIONAL INC | — | S | 10/20/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | MGA0.95 | SellSell | Spouse | Oct 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | OSHKQsH CORP | — | P | 10/22/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Self | Oct 22, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 6 | — | OSHKOSH CORP | — | P | 10/22/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | OSK0.95 | BuyBuy | Self | Oct 22, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | OSHKOSH GORP | — | P | 10/22/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Joint | Oct 22, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 8 | SP | OSHKOSH CORP | — | P | 10/22/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | OSK0.95 | BuyBuy | Spouse | Oct 22, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | ENERGY .N W WA ELEG REVENUE DUE 07/01/2022 I13 %0009 | — | S | 10/25/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Self | Oct 25, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 10 | — | AB PRIVATE CREDIT INVESTORS CORPORATION OCR: date uncertain | — | P | 10/28/2021 | 11/30/2021 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Self | Oct 28, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 11 | — | LOS ANGELES CNTY CA MET TRANSP DUE 06/01/2036 4.000% | — | P | 10/26/2021 | 11/30/2021 | $15,001 - $50,000 | 0.98 | —0.00 | BuyBuy | Self | Oct 26, 2021 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 12 | — | CONSTELLATION BRANDS INC-A | — | P | 10/26/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Self | Oct 26, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 13 | — | ALPhabEt INc-cL G | — | S | 10/26/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Self | Oct 26, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 14 | — | EDWARDS LIFESCIENCES CORP | — | S | 10/28/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | EW0.95 | SellSell | Self | Oct 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | SP | AB PRIVATE CREDIT INVESTORS GORPORATION | — | P | 10/26/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | Oct 26, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 16 | — | ALIGN TECHNOLOGY INC | — | P | 10/27/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | ALGN0.95 | BuyBuy | Self | Oct 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | ALPHABET INC-CL A | — | S | 10/27/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Self | Oct 27, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 18 | — | ALIGN TEGHNOLOGY INC | — | P | 10/27/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | —0.84 | BuyBuy | Self | Oct 27, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 19 | SP | ALIGN TECHNOLOGY INC | — | P | 10/27/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | ALGN0.95 | BuyBuy | Spouse | Oct 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | — | ALIGN TECHNOLOGY INC | — | P | 10/28/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | ALGN0.95 | BuyBuy | Self | Oct 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | L3HARRIS TECHNOLOGIE6 INC | — | S | 10/28/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | —0.86 | SellSell | Self | Oct 28, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 22 | — | MAGNA INTERNATIONAL INC | — | S | 10/28/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | MGA0.95 | SellSell | Self | Oct 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | — | ALIGN TECHNOLOGY INC | — | P | 10/28/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | ALGN0.95 | BuyBuy | Self | Oct 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | — | RAYTHEON TECHNOLOGIES CORP | — | P | 10/28/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | RTX0.92 | BuyBuy | Self | Oct 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | — | L3HARRIS TECHNOLOGIES INC | — | S | 10/28/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | LHX0.95 | SellSell | Self | Oct 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | — | MAGNA INTERNATIONAL INC | — | S | 10/28/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | MGA0.95 | SellSell | Self | Oct 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | L3HARRIS TECHNOLOGIES INC | — | S | 10/28/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | LHX0.95 | SellSell | Joint | Oct 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | MAGNA INTERNATIONAL INC | — | S | 10/28/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | MGA0.95 | SellSell | Joint | Oct 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | SP | ALIGN TECHNOLOGY INC | — | P | 10/28/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | ALGN0.95 | BuyBuy | Spouse | Oct 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | SP | RAYTHEON TECHNOLOGIES CORP | — | P | 10/28/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | RTX0.92 | BuyBuy | Spouse | Oct 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | SP | L3HARRIS TECHNOLOGIES INC | — | S | 10/28/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | LHX0.95 | SellSell | Spouse | Oct 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | SP | MAGNA INTERNATIONAL INC | — | S | 10/28/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | MGA0.95 | SellSell | Spouse | Oct 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | — | ABBVIE INC | — | P | 10/29/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | ABBV0.95 | BuyBuy | Self | Oct 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | — | COPART INC | — | S | 10/29/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | CPRT0.95 | SellSell | Self | Oct 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | — | AMAZON.COM INC OCR: date unreadable | — | S | — | — | $1,001 - $15,000 | 0.30 | AMZN0.92 | SellSell | Self | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | — | COPART INC | — | S | 10/29/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | CPRT0.95 | SellSell | Self | Oct 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | ? | ALIgnN' tEchNoLOgY INC OCR: owner unreadable | — | P | 10/29/2021 | 11/30/2021 | $1,001 - $15,000 | 0.60 | —0.85 | BuyBuy | Unknown | Oct 29, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 38 | JT | ELECTRONIC ARTS INC | — | P | 10/29/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | EA0.95 | BuyBuy | Joint | Oct 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | ? | AMAZON.COM INC OCR: owner unreadable | — | S | 10/29/2021 | 11/30/2021 | $1,001 - $15,000 | 0.60 | AMZN0.92 | SellSell | Unknown | Oct 29, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 40 | JT | COPART INC | — | S | 10/29/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | CPRT0.95 | SellSell | Joint | Oct 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | TEXAS INSTRUMENTS INC | — | S | 10/29/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | TXN0.95 | SellSell | Joint | Oct 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | SP | AMAZON.COM INC | — | S | 10/29/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | AMZN0.92 | SellSell | Spouse | Oct 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | SP | COPART INC | — | S | 10/29/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | CPRT0.95 | SellSell | Spouse | Oct 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | SP | FACEBOOK INC-CLAS8 A | — | S | 10/29/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Spouse | Oct 29, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 45 | — | HOULIHAN LOKEY INC | — | P | — | 11/30/2021 | $1,001 - $15,000 | 0.98 | HLI0.95 | BuyBuy | Self | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 46 | — | AMAZON.COM INC | — | S | 11/03/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | AMZN0.92 | SellSell | Self | Nov 3, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | — | ELECTRONIC ARTS INC | — | S | 11/03/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | EA0.95 | SellSell | Self | Nov 3, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | — | RAYTHEON TECHNGLOGIES CORP | — | P | 11/03/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Self | Nov 3, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 49 | — | WalMaRT INc | — | P | 11/03/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | WMT0.95 | BuyBuy | Self | Nov 3, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | — | ELECTRONI ARTS INC | — | S | 11/03/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | —0.87 | SellSell | Self | Nov 3, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 51 | — | SOUTHWEST AIRLINES CO | — | S | 01/03/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | LUV0.95 | SellSell | Self | Jan 3, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | JT | EleotronIc Arts Inc | — | S | 11/03/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | —0.84 | SellSell | Joint | Nov 3, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 53 | JT | ELECTRONIC ARTS INC | — | S | 11/03/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | EA0.95 | SellSell | Joint | Nov 3, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | JT | ELECTRONIC ARTS INO | — | S | 11/03/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | —0.90 | SellSell | Joint | Nov 3, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 55 | JT | SOUTHWEST AIRLINES CO | — | S | 11/03/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | LUV0.95 | SellSell | Joint | Nov 3, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | SP | RAYTHEON TECHNOLOGIES CORP | — | P | 11/03/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | RTX0.92 | BuyBuy | Spouse | Nov 3, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | SP | ELEGtRONIc ARts ING | — | S | 11/03/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | —0.84 | SellSell | Spouse | Nov 3, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 58 | SP | SOUTHWEST AIRLINEs CO | — | S | 11/03/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | LUV0.95 | SellSell | Spouse | Nov 3, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | JT | ELECTRONIC ARTS ING | — | S | 11/04/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | EA0.95 | SellSell | Joint | Nov 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | — | SOUTHWEST AIRLINES CO | — | S | 11/05/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | LUV0.95 | SellSell | Self | Nov 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | — | SOUTHWEST AIRLINES CO | — | S | 11/05/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | LUV0.95 | SellSell | Self | Nov 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | JT | SOUTHWEST AIRLINES CO | — | S | 11/05/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | LUV0.95 | SellSell | Joint | Nov 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | SP | DALLAS TX DUE 02/16/2033 4.000% | — | P | 11/05/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Spouse | Nov 5, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 64 | SP | SOUTHWEST AIRLINES CO | — | S | 11/05/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | LUV0.95 | SellSell | Spouse | Nov 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | — | CHARLOTTE-MECKLENBURG NC HOSP DUE 01/15/2022 5.000% [1] | — | S | 11/08/2021 | 11/30/2021 | $15,001 - $50,000 | 0.97 | —0.00 | SellSell | Self | Nov 8, 2021 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 66 | JT | NEW YORK NY DUE 08/01/2023 5.000% [1] | — | S | 11/09/2021 | 11/30/2021 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Joint | Nov 9, 2021 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 67 | JT | MET GOVT NABHVILE & DAVIDSON'EUE 07/01/2034 5.000% | — | P | 11/10/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Joint | Nov 10, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 68 | SP | ELECTRONIC ARTS INC | — | S | 11/11/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | EA0.95 | SellSell | Spouse | Nov 11, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | — | NEW YORK ST DORM AuTH REVENuES DUE 07/01:/2033 5.000% | — | P | 11/12/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Self | Nov 12, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 70 | — | NEW YORK ST DORM AUTH ST PERSO DUE 03/15/2034 5.000% | — | P | 11/12/2021 | 11/30/2021 | $15,001 - $50,000 | 0.98 | —0.00 | BuyBuy | Self | Nov 12, 2021 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 71 | — | VERTEX PHARMACEUTICALS INC | — | S | 11/12/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | VRTX0.95 | SellSell | Self | Nov 12, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | JT | OSHKOsH cOrP | — | P | 11/12/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | OSK0.95 | BuyBuy | Joint | Nov 12, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 73 | JT | RAYTHEON TECHNOLOGIES CORP | — | P | 11/12/2021 | 11/30/2021 | $1,001 - $15,000 | 0.97 | RTX0.92 | BuyBuy | Joint | Nov 12, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 74 | — | CHIcago IL met wtr RecLaMatIon due 12/01/2039 5.000% | — | P | 11/17/2021 | 11/30/2021 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Self | Nov 17, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 75 | — | ACTIVISION BLIZ7ARD INC | — | S | 11/24/2021 | 12/22/2021 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Self | Nov 24, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 76 | SP | ACTIVISION BLIZZARD INC | — | S | 11/24/2021 | 12/22/2021 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Spouse | Nov 24, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 77 | JT | ACTIVISION BLIZZARD INC | — | S | 11/24/2021 | 12/22/2021 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Joint | Nov 24, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 78 | — | ACTIVISION BLIZZARD INC | — | S | 11/24/2021 | 12/22/2021 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Self | Nov 24, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 79 | — | STELL ANTIS NV | — | P | 11/29/2021 | 12/22/2021 | $1,001 - $15,000 | 0.98 | STLA0.92 | BuyBuy | Self | Nov 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 80 | JT | ALIGN TECHNOLOGY INC | — | P | 11/29/2021 | 12/22/2021 | $1,001 - $15,000 | 0.98 | ALGN0.95 | BuyBuy | Joint | Nov 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | JT | NEW YORK NY DUE 08/0112039 4.000% | — | P | 11/29/2021 | 12/22/2021 | $15,001 - $50,000 | 0.98 | —0.00 | BuyBuy | Joint | Nov 29, 2021 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 82 | — | L3HARRIS TECHNOLOGIES INC | — | S | 11/29/2021 | 12/22/2021 | $1,001 - $15,000 | 0.98 | LHX0.95 | SellSell | Self | Nov 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 83 | — | ROSS STORES INC | — | S | 11/29/2021 | 12/22/2021 | $1,001 - $15,000 | 0.98 | ROST0.95 | SellSell | Self | Nov 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | — | CLARKSVILE TN WTR SWR & GAS R DUE 02/01/2038 5.000% [1] | — | S | 11/20/2021 | 12/22/2021 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Self | Nov 20, 2021 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 85 | SP | CLARK5VILLE TN WTR SWR & GAS R DUE 02/01/2038 5.000% [1] | — | S | 11/29/2021 | 12/22/2021 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Spouse | Nov 29, 2021 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 86 | — | VISA INC-CLASS A SHARES | — | P | 11/30/2021 | 12/22/2021 | $1,001 - $15,000 | 0.98 | V0.95 | BuyBuy | Self | Nov 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 87 | — | VISA INC-CLASS A SHARES | — | P | 11/30/2021 | 12/22/2021 | $1,001 - $15,000 | 0.98 | V0.95 | BuyBuy | Self | Nov 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 88 | SP | MINNESGTA 8T CLGS & UNIV REVEN DUE 10/01/2030 6.000% | — | P | 11/30/2021 | 12/22/2021 | $15,001 - $50,000 | 0.98 | —0.00 | BuyBuy | Spouse | Nov 30, 2021 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 89 | — | GEORGIA ST DUE 07/01/2029 5.000% [1] | — | S | 12/07/2021 | 12/22/2021 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Self | Dec 7, 2021 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 90 | SP | LUBBOCK TX INDEP SCH DIST DUE 02/16/2028 4.000% | — | P | 12/09/2021 | 12/22/2021 | $15,001 - $50,000 | 0.98 | —0.00 | BuyBuy | Spouse | Dec 9, 2021 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 91 | — | OSHKOSH CORP | — | P | 12/14/2021 | 12/22/2021 | $1,001 - $15,000 | 0.98 | OSK0.95 | BuyBuy | Self | Dec 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 92 | SP | Oshkosh Gorp | — | P | 12/14/2021 | 12/22/2021 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Spouse | Dec 14, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 93 | — | WELIS FARGO & CO | — | S | 12/14/2021 | 12/22/2021 | $1,001 - $15,000 | 0.98 | —0.82 | SellSell | Self | Dec 14, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 94 | SP | CALIFORNIA ST HILTH FACS FING A DUE 06/01/2041 5.000% [1] | — | S | 12/14/2021 | 12/22/2021 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Spouse | Dec 14, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 95 | — | TEMPLE TX JNR CLG DIST DUE 07/01/2034 4.000% | — | P | 12/15/2021 | 12/22/2021 | $15,001 - $50,000 | 0.98 | —0.00 | BuyBuy | Self | Dec 15, 2021 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 96 | — | WALMART INC OCR: date uncertain | — | P | 12/16/2021 | 12/22/2021 | $1,001 - $15,000 | 0.60 | WMT0.95 | BuyBuy | Self | Dec 16, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 97 | ? | WALMART INC OCR: owner unreadable | — | P | 12/16/2021 | 12/22/2021 | $1,001 - $15,000 | 0.60 | WMT0.95 | BuyBuy | Unknown | Dec 16, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 98 | JT | WALMART INC | — | P | 12/16/2021 | 12/22/2021 | $1,001 - $15,000 | 0.98 | WMT0.95 | BuyBuy | Joint | Dec 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | SP | WAEMART ING | — | P | 12/16/2021 | 12/22/2021 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | Dec 16, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 100 | SP | AMERICAN ELECTRIC POWER OCR: date uncertain | — | S | 12/16/2021 | 12/22/2021 | $1,001 - $15,000 | 0.60 | AEP0.95 | SellSell | Spouse | Dec 16, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 101 | SP | AMERICAN ELECTRIC POWER | — | S | 12/16/2021 | 12/22/2021 | $1,001 - $15,000 | 0.97 | AEP0.95 | SellSell | Spouse | Dec 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |