Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 13, 2021
- Filing year
- 2021
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 153
- 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
- 2222
REVIEW OCR 5p, rotation [90]: 153 rows from 3 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 · 153
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 | SP | Costar Group tnc. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | — | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 2 | SP | [Brown & Brown Inc. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | — | $1,001 - $15,000 | 0.30 | BRO0.95 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 3 | SP | Idaxx Labs OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 4 | SP | Vall Rescrts OCR: type unclear, layout unrecognised, date order | — | — | 07/02/2021 | 04/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 5 | SP | Cormix Inc. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | — | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 6 | SP | [Martin Muretta Mutarlals OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 7 | SP | Credit Aceuptunes Corp. OCR: type unclear, layout unrecognised, low text confidence | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 8 | SP | Coeart Ine. OCR: type unclear, layout unrecognised, low text confidence | — | — | 07/02/2021 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 9 | SP | Mkrochip Technole v Inc. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 10 | SP | Mattler Taledo tnt'] OCR: type unclear, layout unrecognised, date uncertain | — | — | 07/02/2021 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 11 | SP | IAnsys Inc. OCR: type unclear, layout unrecognised, low text confidence | — | — | 07/02/2021 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 12 | SP | Tyler Tachnoloties Inc. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 13 | SP | Aebaernit Tedhnologles OCR: type unclear, layout unrecognised, low text confidence | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 14 | SP | Gartner Inc. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | IT0.95 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | SP | Arch Capital Group Ltd. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | ACGL0.95 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 16 | SP | Verlsk n Inc. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 17 | SP | Dominos Plan Inc. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 18 | SP | Moodys Corp. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | — | $1,001 - $15,000 | 0.30 | MCO0.95 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 19 | SP | O'Rally Automptive Inc. OCR: type unclear, layout unrecognised, date order | — | — | 07/02/2021 | 02/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 20 | SP | SBA Communicatlons Corp. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.85 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 21 | SP | Cotffiex Corp. OCR: type unclear, layout unrecognised, low text confidence | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 22 | SP | Howard Huhas Corp. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 23 | SP | Lve Nation Entartainmenttn. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.81 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 24 | SP | Aon PLC OCR: type unclear, layout unrecognised, low text confidence | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | AON0.95 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 25 | SP | First Rapublic Bank OCR: type unclear, layout unrecognised, low text confidence | — | — | — | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 26 | SP | CBRE Group Inc. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | CBRE0.95 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 27 | SP | Guldewtre Software Inc. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 28 | SP | Glabal inc OCR: type unclear, layout unrecognised, low text confidence | — | — | 07/02/2021 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 29 | SP | Msa ine. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 30 | SP | Vonsk Anahtla Inc. OCR: type unclear, layout unrecognised, low text confidence | — | — | — | 06/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 31 | ? | iyatt Hotals Corp. OCR: owner unreadable, type unclear, layout unrecognised | — | — | — | 08/09/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Unknown | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 32 | SP | Dolar General Care. OCR: type unclear, layout unrecognised, low text confidence | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 33 | SP | KennadyWllson Holdines Ing. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 34 | SP | Restaurant Brands Intl Inc. OCR: type unclear, layout unrecognised, date order, date uncertain | — | — | 07/02/2021 | 04/03/2021 | $1,001 - $15,000 | 0.30 | QSR0.95 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 35 | SP | Summit Mrtartaks Inc. OCR: type unclear, layout unrecognised, low text confidence | — | — | — | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 36 | SP | [Hiton Woriwde Holdin rs. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 37 | SP | [Mberty Proadband Corp. Chass A OCR: type unclear, layout unrecognised, date uncertain | — | — | 02/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Feb 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 38 | SP | Uberty Brosdband Corp. Ciss C OCR: type unclear, layout unrecognised, low text confidence | — | — | 07/02/2021 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 39 | SP | tns Markt LTD. OCR: type unclear, layout unrecognised, low text confidence | — | — | 07/02/2021 | 08/09/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 40 | SP | S:ue Ine. OCR: type unclear, layout unrecognised, low text confidence | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 41 | SP | Fidety Nationel Firancial OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 42 | ? | Uartsunlon OCR: owner unreadable, type unclear, layout unrecognised, low text confidence | — | — | — | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Unknown | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 43 | SP | [iberty Medls Corp, Class C OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 44 | SP | Cannaa Holdin t? OCR: type unclear, layout unrecognised, low text confidence | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 45 | SP | ahick Knight Inc. OCR: type unclear, layout unrecognised | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 46 | SP | Ares Manerement Corp. OCR: type unclear, layout unrecognised, low text confidence | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 47 | SP | Ar ProdChem Inc. OCR: type unclear, layout unrecognised | — | — | — | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 48 | SP | Autodask inc. betrwan OCR: type unclear, layout unrecognised, low text confidence | — | — | 07/02/2021 | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jul 2, 2021 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 49 | SP | Festenal Co. OCR: type unclear, layout unrecognised | — | — | — | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 50 | SP | ILennar Corponatlon OCR: type unclear, layout unrecognised | — | — | — | 08/03/2021 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 51 | ? | GS FINAWCE CORP.LINKEO TORUSSELL ZOOO INDEX OCR: owner unreadable, date unreadable, layout unrecognised, low text confidence | — | P | — | — | $500,001 - $1,000,000 | 0.30 | —0.00 | BuyBuy | Unknown | — | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 52 | ? | #ERICSHIREHATHAWAY INC.CASS OCR: owner unreadable, amount unclear, layout unrecognised, date uncertain | — | P | 07/04/2021 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 4, 2021 | — | Unknown | Reviewnot modelled |
| 53 | DC | WALT DISNEY COMPANY (THEI CMN OCR: amount unclear, layout unrecognised | — | P | 07/04/2021 | — | — | 0.30 | —0.90 | BuyBuy | Dependent | Jul 4, 2021 | — | Stock | Reviewnot modelled |
| 54 | DC | BANK DF AMERICA COKP DMN OCR: amount unclear, layout unrecognised, date uncertain, low text confidence | — | P | 07/04/2021 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Jul 4, 2021 | — | Unknown | Reviewnot modelled |
| 55 | ? | IONDELEZTNTERMATIOMAL,INCCMN OCR: owner unreadable, amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 6, 2021 | — | Unknown | Reviewnot modelled |
| 56 | DC | MEDTRONIC PUAUCLIMITED COMPA CMN OCR: amount unclear, layout unrecognised | — | P | 07/05/2021 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Jul 5, 2021 | — | Stock | Reviewnot modelled |
| 57 | ? | PROCTER GAMILE COMPANY LHEICMN OCR: owner unreadable, amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 6, 2021 | — | Unknown | Reviewnot modelled |
| 58 | ? | GENERAL MCTORS COMPANY OMN OCR: owner unreadable, amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 6, 2021 | — | Unknown | Reviewnot modelled |
| 59 | ? | [FACEBOOR,INC CMN CIASS A OCR: owner unreadable, amount unclear, layout unrecognised, date uncertain | — | P | 07/04/2021 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 4, 2021 | — | Stock | Reviewnot modelled |
| 60 | DC | PFIZERINC.CMN OCR: amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | PFE0.92 | BuyBuy | Dependent | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 61 | DC | TRUIST FINAMCIAL CORPOATION CMN OCR: amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 62 | DC | HARTFORD FINANCIAL SRVCS GROUP CMN OCR: amount unclear, layout unrecognised | — | P | 07/05/2021 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Jul 5, 2021 | — | Stock | Reviewnot modelled |
| 63 | ? | FIDELITY NATLINFO SVCS INC CMN OCR: owner unreadable, amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 64 | DC | VE CORP CMN OCR: amount unclear, layout unrecognised, date uncertain, low text confidence | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 65 | DC | HUMANA ING. CMN OCR: amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | HUM0.95 | BuyBuy | Dependent | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 66 | DC | PARKERHANMIFIM CDRP,CMN OCR: amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 67 | DC | NVRINC CMN OCR: amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 68 | DC | CHARLES SCHWAI CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.84 | BuyBuy | Dependent | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 69 | ? | BOOKING HOLDINGS INC. CMM OCR: owner unreadable, layout unrecognised | — | P | 07/06/2021 | — | $5,000,001 - $25,000,000 | 0.30 | —0.90 | BuyBuy | Unknown | Jul 6, 2021 | $5,000,001 - $25,000,000mid $15M | Unknown | Reviewnot modelled |
| 70 | DC | COMCAST CORPORATION OMN CLASSA VOTING OCR: amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Jul 6, 2021 | — | Unknown | Reviewnot modelled |
| 71 | DC | MORGAN STANLEY CMN OCR: amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | MS0.95 | BuyBuy | Dependent | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 72 | DC | AROHER-DANIELS-MIDLAND COMPANY CMN OCR: amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.86 | BuyBuy | Dependent | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 73 | DC | CINDE PLC CMN OCR: amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 74 | ? | METLIFE, INC. CMN OCR: owner unreadable, amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | MET0.95 | BuyBuy | Unknown | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 75 | ? | WEYERHAEUSER COMPANY CMN OCR: owner unreadable, amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | WY0.95 | BuyBuy | Unknown | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 76 | ? | HANESAAANDS IWC.CMN OCR: owner unreadable, amount unclear, layout unrecognised, low text confidence | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 77 | DC | HONEYWELL INTL INC CMN OCR: amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | HON0.95 | BuyBuy | Dependent | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 78 | ? | FIRST REPURUICBANK CMN SERIES OCR: owner unreadable, amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 79 | DC | VERUOMCOHMHUNICATIOKS,HC.CMN OCR: amount unclear, layout unrecognised, low text confidence | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 80 | DC | CATERPILLAR INC [DELAWAREICMN OCR: amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.90 | BuyBuy | Dependent | Jul 6, 2021 | — | Unknown | Reviewnot modelled |
| 81 | DC | IORGWARHER INC. CMN OCR: amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 82 | ? | CHAATERCDMMUNICATIONS,INCCMN OCR: owner unreadable, amount unclear, layout unrecognised, date uncertain | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 6, 2021 | — | Unknown | Reviewnot modelled |
| 83 | DC | VISAINCCMN CLASSA OCR: amount unclear, layout unrecognised | — | P | 07/05/2021 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Jul 5, 2021 | — | Unknown | Reviewnot modelled |
| 84 | DC | SHERWIN-WILLIAMS CO CMN OCR: amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | SHW0.95 | BuyBuy | Dependent | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 85 | DC | PUSLIC STOKAGE CMN OCR: amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 86 | DC | CARRIER GLOLAL CDRPONATION CMM OCR: amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Jul 6, 2021 | — | Unknown | Reviewnot modelled |
| 87 | ? | OEENE L COMPAHY CMN OCR: owner unreadable, amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 88 | DC | WELLSYARGO&COMEWI CMM OCR: amount unclear, layout unrecognised, low text confidence | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Jul 6, 2021 | — | Unknown | Reviewnot modelled |
| 89 | ? | TEXAS INSTRUMENIS INC CMN OCR: owner unreadable, amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.85 | BuyBuy | Unknown | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 90 | ? | GILEAD SCIENCES CMN OCR: owner unreadable, amount unclear, layout unrecognised | — | P | 07/05/2021 | — | — | 0.30 | GILD0.95 | BuyBuy | Unknown | Jul 5, 2021 | — | Stock | Reviewnot modelled |
| 91 | DC | ZYNGA INC. CMN CLASS A OCR: amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 92 | ? | SILA COMMUMICATIONS CORPORATION CMN OCR: owner unreadable, amount unclear, layout unrecognised | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 93 | ? | KIMBERLY-CLANK CDRPONATION CMN OCR: owner unreadable, amount unclear, layout unrecognised | — | S (partial) | 07/09/2021 | — | — | 0.30 | —0.00 | PartialPartial sale | Unknown | Jul 9, 2021 | — | Stock | Reviewnot modelled |
| 94 | ? | WALGREEMS BOOTS ALLAMCE, LMC CMN OCR: owner unreadable, amount unclear, layout unrecognised | — | P | 07/01/2021 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 1, 2021 | — | Stock | Reviewnot modelled |
| 95 | ? | FI2ER INC, CMN OCR: owner unreadable, amount unclear, layout unrecognised, low text confidence | — | S (partial) | 07/21/2021 | — | — | 0.30 | —0.00 | PartialPartial sale | Unknown | Jul 21, 2021 | — | Stock | Reviewnot modelled |
| 96 | ? | C 407 EXP 0/20/2021 OCR: owner unreadable, amount unclear, layout unrecognised, date uncertain | — | S | 07/19/2021 | — | — | 0.30 | —0.00 | SellSell | Unknown | Jul 19, 2021 | — | Option | Reviewnot modelled |
| 97 | SP | MEW YORA NY CITY TNANSITIONAL AEV SX D7/2S/2N ! OCR: amount unclear, layout unrecognised, low text confidence | — | P | 07/16/2021 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 16, 2021 | — | Unknown | Reviewnot modelled |
| 98 | SP | NYSTDORMALTTHREVS NONSTSREVL1EOCX07/OL/26 OCR: amount unclear, layout unrecognised, low text confidence | — | P | 07/14/2021 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 14, 2021 | — | Unknown | Reviewnot modelled |
| 99 | ? | PAERCECKTYWASHSCHDISTNO GOS%2JOIZIJD OCR: owner unreadable, amount unclear, layout unrecognised, low text confidence | — | P | 07/25/2021 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 25, 2021 | — | Unknown | Reviewnot modelled |
| 100 | SP | MALWAUKEECNTYWISGOZ.O0OUX09/OLZ1MS OCR: amount unclear, layout unrecognised | — | P | 07/04/2021 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 4, 2021 | — | Unknown | Reviewnot modelled |
| 101 | ? | REDMONDWASH GO 2% 1Z/01/21JD OCR: owner unreadable, amount unclear, layout unrecognised | — | P | 07/19/2021 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 19, 2021 | — | Bond | Reviewnot modelled |
| 102 | SP | 396EXP1015/2021 OCR: amount unclear, layout unrecognised, low text confidence | — | S | 07/27/2021 | — | — | 0.30 | —0.00 | SellSell | Spouse | Jul 27, 2021 | — | Unknown | Reviewnot modelled |
| 103 | ? | WLSON CNTYTEMNGOS%OOZ2ZAO OCR: owner unreadable, date unreadable, low text confidence | — | P | — | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Unknown | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 104 | SP | ULLRMALTHFORISSUESMREY REV S.COOOK CLOLZI-CA | — | P | 07/29/2021 | — | $50,001 - $100,000 | 0.98 | —0.00 | BuyBuy | Spouse | Jul 29, 2021 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 105 | ? | LINCOLNAAMCASTEA CHTY MELPUBGO 4.0000% 12/D1/21JD OCR: owner unreadable, low text confidence | — | P | 07/04/2021 | — | $50,001 - $100,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jul 4, 2021 | $50,001 - $100,000mid $75K | Bond | Reviewnot modelled |
| 106 | SP | SOUTH-WESTERN CTY SCH DST GO 4% 12/01/21 ID | — | P | 07/15/2021 | 08/04/2021 | $15,001 - $50,000 | 0.98 | —0.00 | BuyBuy | Spouse | Jul 15, 2021 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 107 | ? | CHATHAM CNTY N C LTD OIUG REV 4% 11/OL/21 MN OCR: owner unreadable | — | P | — | 03/04/2021 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | — | $15,001 - $50,000mid $32.5K | Bond | Reviewnot modelled |
| 108 | ? | MOORECNTYNCGOS%OTS221F OCR: owner unreadable, date unreadable | — | P | — | — | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Unknown | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 109 | SP | SREETSNOROOHOOCIYSCHDISTGOZX1Z/OL/ZIJD OCR: low text confidence | — | P | 07/27/2021 | — | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Spouse | Jul 27, 2021 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 110 | SP | AERICANINTLGROU,IMCDMN OCR: amount unclear | — | P | — | 01/04/2021 | — | 0.30 | —0.00 | BuyBuy | Spouse | — | — | Unknown | Reviewnot modelled |
| 111 | ? | BERKSHIRE HATHAWAY INCCIASS B OCR: owner unreadable, amount unclear | — | P | — | 01/04/2021 | — | 0.30 | —0.90 | BuyBuy | Unknown | — | — | Unknown | Reviewnot modelled |
| 112 | SP | N VR INCCMN OCR: amount unclear, date order, date uncertain, low text confidence | — | P | 07/06/2021 | 05/04/2021 | — | 0.30 | NVR0.92 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 113 | ? | HARTEORD HNANCIAL SAVCS GROU CAN OCR: owner unreadable, amount unclear | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 6, 2021 | — | Unknown | Reviewnot modelled |
| 114 | SP | PFIZEA INC.CMN OCR: amount unclear | — | P | 07/06/2021 | 08/04/2021 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 115 | SP | MONDELEZINTERNATIDNALIC.CMN OCR: amount unclear | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 116 | SP | GENERAL MOTORS COMPANYCMN OCR: amount unclear, date order | — | P | 07/06/2021 | 04/04/2021 | — | 0.30 | GM0.92 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 117 | SP | PEPSICD, INC. CMN OCR: amount unclear, low text confidence | — | P | 07/06/2021 | 08/04/2021 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 118 | ? | CRDCTEA & GAMBLE COMPAMY EHEICMN OCR: owner unreadable, amount unclear | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 6, 2021 | — | Unknown | Reviewnot modelled |
| 119 | SP | FACEBODX, INC, CMN CASSA OCR: amount unclear, date order | — | P | 07/06/2021 | 04/04/2021 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 120 | SP | — OCR: amount unclear, asset missing, date order, date uncertain | — | P | 07/06/2021 | 04/04/2021 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 6, 2021 | — | Unknown | Reviewnot modelled |
| 121 | SP | MEDTRONICPUIUICLIMITEOCOMPACMN OCR: amount unclear | — | P | 07/06/2021 | 08/04/2021 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 6, 2021 | — | Unknown | Reviewnot modelled |
| 122 | SP | HONEYWELLINTLINCCMN OCR: amount unclear | — | P | 07/06/2021 | 08/04/2021 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 6, 2021 | — | Unknown | Reviewnot modelled |
| 123 | ? | FIDELTY NATL INFO SVCSINC CMN OCR: owner unreadable, amount unclear, date order | — | P | 07/06/2021 | 04/04/2021 | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 124 | ? | VERIZDN COMMUNICATIONE INC CMN OCR: owner unreadable, amount unclear | — | P | — | 04/04/2021 | — | 0.30 | —0.82 | BuyBuy | Unknown | — | — | Stock | Reviewnot modelled |
| 125 | SP | IGMMERLY-CLARK CDRPORATION CMN OCR: amount unclear | — | S (partial) | 07/09/2021 | 08/04/2021 | — | 0.30 | —0.00 | PartialPartial sale | Spouse | Jul 9, 2021 | — | Stock | Reviewnot modelled |
| 126 | SP | KIMBERLY-CLAAK CORPORATION CMN OCR: amount unclear | — | S | — | 04/04/2021 | — | 0.30 | —0.84 | SellSell | Spouse | — | — | Stock | Reviewnot modelled |
| 127 | SP | VECORPCMN OCR: amount unclear | — | P | 07/06/2021 | 08/04/2021 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 6, 2021 | — | Unknown | Reviewnot modelled |
| 128 | SP | METURE,INC.CMN OCR: amount unclear, date uncertain | — | P | 07/06/2021 | 08/04/2021 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 129 | ? | HARESBRANDS INC. CMN OCR: owner unreadable, amount unclear | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 130 | ? | WEYERHAELSER COMPANY CMN OCR: owner unreadable, amount unclear | — | P | 07/06/2021 | — | — | 0.30 | —0.82 | BuyBuy | Unknown | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 131 | SP | LORGWAANER IMC CMN OCR: amount unclear | — | P | 07/06/2021 | 08/04/2021 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 132 | SP | TEXAS INSTRUMENIS INC CMN OCR: amount unclear, date uncertain | — | P | — | 03/04/2021 | — | 0.30 | —0.85 | BuyBuy | Spouse | — | — | Stock | Reviewnot modelled |
| 133 | SP | (MONGAN STANLEY CMN OCR: amount unclear, date order | — | P | 07/06/2021 | 04/04/2021 | — | 0.30 | —0.84 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 134 | SP | AOOKING HOLOINGS INC.CAN OCR: amount unclear, low text confidence | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 6, 2021 | — | Unknown | Reviewnot modelled |
| 135 | SP | SHEAWIN-WILLIAMS C CMN OCR: amount unclear | — | P | 07/06/2021 | 08/04/2021 | — | 0.30 | —0.90 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 136 | SP | KHMBERLY-CLARKCORPORATION CMN OCR: amount unclear, date order | — | S (partial) | 07/07/2021 | 04/04/2021 | — | 0.30 | —0.00 | PartialPartial sale | Spouse | Jul 7, 2021 | — | Stock | Reviewnot modelled |
| 137 | SP | PARKER-HANNIFIN CONP. CMN OCR: amount unclear | — | P | 07/06/2021 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 138 | SP | CATERPILLAA INC(DELAWANE)CMN OCR: amount unclear | — | P | 07/06/2021 | 08/04/2021 | — | 0.30 | —0.82 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 139 | SP | COIMCAGT CORPORATION CMN CLASS A VOTING OCR: amount unclear | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 140 | SP | HURUC STORAGE CMN OCR: amount unclear | — | P | — | 04/04/2021 | — | 0.30 | —0.00 | BuyBuy | Spouse | — | — | Stock | Reviewnot modelled |
| 141 | SP | CHARLES SCHWAI CORPORATION CMN OCR: amount unclear | — | P | 07/06/2021 | — | — | 0.30 | —0.84 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 142 | ? | ASNOTT LABORATORIES CMN OCR: owner unreadable, amount unclear, date order | — | P | 07/06/2021 | 06/04/2021 | — | 0.30 | —0.00 | BuyBuy | Unknown | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 143 | SP | WELLS FARGO&CONEW CMN OCR: amount unclear, date order, low text confidence | — | P | 07/06/2021 | 06/04/2021 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 144 | SP | VISA INC CMN CLASS A OCR: amount unclear, date uncertain | — | P | 07/06/2021 | 08/04/2021 | — | 0.30 | V0.95 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 145 | SP | ARIVIE INC CMN OCR: amount unclear | — | P | 07/06/2021 | 08/04/2021 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 146 | SP | GILEAD SCIENCES CMN OCR: amount unclear, date order | — | P | 07/06/2021 | 01/04/2021 | — | 0.30 | GILD0.95 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 147 | SP | XKR&CO.1NCCMN OCR: amount unclear, date uncertain | — | P | 07/06/2021 | 08/04/2021 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 6, 2021 | — | Unknown | Reviewnot modelled |
| 148 | SP | FIRSTREPUBICBANK CMN SERIES OCR: amount unclear | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 149 | SP | OHARTERCOMMUNICATIONS.INC.CMN OCR: amount unclear | — | P | 07/06/2021 | — | — | 0.30 | —0.84 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 150 | SP | MARSH & MCLENNAN CO INC CMN OCR: amount unclear | — | P | 07/06/2021 | — | — | 0.30 | MRSH0.95 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 151 | SP | ZYNGA INC. CMN CLASS A OCR: amount unclear | — | P | 07/06/2021 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Jul 6, 2021 | — | Stock | Reviewnot modelled |
| 152 | ? | DEERE&COMPANY CMN OCR: owner unreadable, amount unclear | — | P | 07/04/2021 | — | — | 0.30 | DE0.95 | BuyBuy | Unknown | Jul 4, 2021 | — | Stock | Reviewnot modelled |
| 153 | DC | GS FINANCE COAP. LINKED TO RUSSELL 20O0 INDEX | — | P | 07/27/2021 | — | $250,001 - $500,000 | 0.97 | —0.00 | BuyBuy | Dependent | Jul 27, 2021 | $250,001 - $500,000mid $375K | Bond | not modelled |