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8218580ParsedOCR

RDiana Harshbarger · House · ptr · filed Feb 28, 2022

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Official filing metadata

Filer (as printed): Hon. Diana Harshbarger
Office (as printed): TN01
Chamber: House
Filing type: ptr
Filing date: Feb 28, 2022
Filing year: 2022
Document format: pdf_image

Processing (ours)

Status: Parsed
Rows parsed: 170
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: 2807

REVIEW OCR 11p, rotation [90]: 170 rows from 9 data pages, 2 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 · 170

Left: OCR reading of the scan · Right: normalized

Raw filing rows beside their normalized interpretation
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	—	AB PRIVATE CREDIT INVESTORS CORPORATION CLOSE 4	—	P	01/03/2022	02/21/2022	$15,001 - $50,000	0.98	—0.00	BuyBuy	Self	Jan 3, 2022	$15,001 - $50,000mid $32.5K	Unknown	Reviewnot modelled
2	—	ABPRIVATE CREDIT INVESTORS CORPORATION CLOSE4	—	P	01/03/2022	—	$1,001 - $15,000	0.98	—0.00	BuyBuy	Self	Jan 3, 2022	$1,001 - $15,000mid $8K	Unknown	Reviewnot modelled
3	—	ALPHABET INC-CL C	—	P	01/20/2022	02/21/2022	$1,001 - $15,000	0.98	—0.90	BuyBuy	Self	Jan 20, 2022	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
4	SP	GOLDAAN SACHS GROUP INC	—	P	01/20/2022	02/21/2022	$1,001 - $15,000	0.98	—0.83	BuyBuy	Spouse	Jan 20, 2022	$1,001 - $15,000mid $8K	Unknown	Reviewnot modelled
5	?	GOLDMAN SACHS GROUP INC OCR: owner unreadable	—	P	01/20/2022	02/21/2022	$1,001 - $15,000	0.60	GS0.95	BuyBuy	Unknown	Jan 20, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
6	—	GOLDMAN SACHS GROUP INC	—	P	01/20/2022	02/21/2022	$1,001 - $15,000	0.98	GS0.95	BuyBuy	Self	Jan 20, 2022	$1,001 - $15,000mid $8K	Stock	modelled
7	—	GOLDMAN.SACHS GRQUP INC	—	P	01/20/2022	02/21/2022	$1,001 - $15,000	0.98	—0.00	BuyBuy	Self	Jan 20, 2022	$1,001 - $15,000mid $8K	Unknown	Reviewnot modelled
8	?	REGALREXNORDCORP OCR: owner unreadable	—	P	01/20/2022	02/21/2022	$1,001 - $15,000	0.60	RRX0.92	BuyBuy	Unknown	Jan 20, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
9	SP	STELLANTIS NV	—	P	01/20/2022	02/21/2022	$1,001 - $15,000	0.98	STLA0.95	BuyBuy	Spouse	Jan 20, 2022	$1,001 - $15,000mid $8K	Stock	modelled
10	—	STELLANTIS NV	—	P	01/20/2022	02/21/2022	$1,001 - $15,000	0.98	STLA0.95	BuyBuy	Self	Jan 20, 2022	$1,001 - $15,000mid $8K	Stock	modelled
11	JT	STELLANTIS NV	—	P	01/20/2022	02/21/2022	$1,001 - $15,000	0.98	STLA0.95	BuyBuy	Joint	Jan 20, 2022	$1,001 - $15,000mid $8K	Stock	modelled
12	—	ADOBE INC	—	P	01/21/2022	02/21/2022	$1,001 - $15,000	0.98	ADBE0.95	BuyBuy	Self	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	modelled
13	?	ADOBE INC OCR: owner unreadable	—	P	01/21/2022	02/21/2022	$1,001 - $15,000	0.60	ADBE0.95	BuyBuy	Unknown	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
14	SP	ADOBE INC	—	P	01/21/2022	02/21/2022	$1,001 - $15,000	0.98	ADBE0.95	BuyBuy	Spouse	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	modelled
15	—	ADOBE INC	—	P	01/21/2022	02/21/2022	$1,001 - $15,000	0.98	ADBE0.95	BuyBuy	Self	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	modelled
16	SP	ALPHABET INC-CL C	—	P	01/21/2022	02/21/2022	$1,001 - $15,000	0.98	—0.90	BuyBuy	Spouse	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
17	SP	LPL FINANCIAL HOLDINGS INC	—	P	01/21/2022	02/21/2022	$1,001 - $15,000	0.98	LPLA0.95	BuyBuy	Spouse	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	modelled
18	JT	LPL FINANCIAL HOLDINGS INC	—	P	01/21/2022	02/21/2022	$1,001 - $15,000	0.98	LPLA0.95	BuyBuy	Joint	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	modelled
19	—	LPL FINANCIaL HOLdINGS INC	—	P	01/21/2022	—	$1,001 - $15,000	0.98	LPLA0.95	BuyBuy	Self	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	modelled
20	SP	PNC FINANCIAL SERVCES GROUP	—	P	01/21/2022	02/21/2022	$1,001 - $15,000	0.98	—0.88	BuyBuy	Spouse	Jan 21, 2022	$1,001 - $15,000mid $8K	Unknown	Reviewnot modelled
21	SP	RAYTHEON TECHNOLOGIES CORP	—	P	01/21/2022	02/21/2022	$1,001 - $15,000	0.98	RTX0.92	BuyBuy	Spouse	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	modelled
22	—	RAYTHEON TECHNOLOGIES CORP	—	P	01/21/2022	02/21/2022	$1,001 - $15,000	0.98	RTX0.92	BuyBuy	Self	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	modelled
23	?	RAYTHEONTECHNOLOGIES CORP OCR: owner unreadable	—	P	01/21/2022	02/21/2022	$1,001 - $15,000	0.60	RTX0.92	BuyBuy	Unknown	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
24	—	WELLSFARGO.&CO	—	P	01/21/2022	02/21/2022	$1,001 - $15,000	0.98	WFC0.92	BuyBuy	Self	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	modelled
25	—	NEXTERA ENERGY INC	—	S	01/21/2022	02/21/2022	$1,001 - $15,000	0.98	NEE0.95	SellSell	Self	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	modelled
26	SP	ROBERT HALF INTL INC	—	S	01/21/2022	02/21/2022	$1,001 - $15,000	0.98	RHI0.92	SellSell	Spouse	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	modelled
27	?	ROBERT HALF INTL INC OCR: owner unreadable	—	S	01/21/2022	02/21/2022	$1,001 - $15,000	0.60	RHI0.92	SellSell	Unknown	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
28	—	ROBERT HALF INTL ING	—	S	01/21/2022	02/21/2022	$1,001 - $15,000	0.98	RHI0.92	SellSell	Self	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	modelled
29	SP	T ROWE PRICE GROUP INC	—	S	01/21/2022	02/21/2022	$1,001 - $15,000	0.98	TROW0.92	SellSell	Spouse	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	modelled
30	?	T ROWE PRICE GROUP INC OCR: owner unreadable	—	S	01/21/2022	02/21/2022	$1,001 - $15,000	0.60	TROW0.92	SellSell	Unknown	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
31	—	T ROWE PRICE GROUP INC	—	S	01/21/2022	02/21/2022	$1,001 - $15,000	0.98	TROW0.92	SellSell	Self	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	modelled
32	JT	T ROWE PRICE GROUP INC	—	S	01/21/2022	02/21/2022	$1,001 - $15,000	0.97	TROW0.92	SellSell	Joint	Jan 21, 2022	$1,001 - $15,000mid $8K	Stock	modelled
33	SP	WELLSFARGO&CO	—	P	01/24/2022	02/21/2022	$1,001 - $15,000	0.98	WFC0.92	BuyBuy	Spouse	Jan 24, 2022	$1,001 - $15,000mid $8K	Stock	modelled
34	—	WELLS FARGO & CO	—	P	01/24/2022	02/21/2022	$1,001 - $15,000	0.98	WFC0.95	BuyBuy	Self	Jan 24, 2022	$1,001 - $15,000mid $8K	Stock	modelled
35	?	RAYTHEON TECHNOLOGIES CORP OCR: owner unreadable	—	P	—	02/21/2022	$1,001 - $15,000	0.60	RTX0.92	BuyBuy	Unknown	—	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
36	JT	ADOBE INC	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	ADBE0.95	BuyBuy	Joint	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
37	—	ADOBE INC	—	P	01/26/2022	02/21/2022	$1,001 - $15,000	0.97	ADBE0.95	BuyBuy	Self	Jan 26, 2022	$1,001 - $15,000mid $8K	Stock	modelled
38	—	ADOBE INC	—	P	01/26/2022	02/21/2022	$1,001 - $15,000	0.98	ADBE0.95	BuyBuy	Self	Jan 26, 2022	$1,001 - $15,000mid $8K	Stock	modelled
39	SP	ADOBE INC	—	P	01/26/2022	02/21/2022	$1,001 - $15,000	0.97	ADBE0.95	BuyBuy	Spouse	Jan 26, 2022	$1,001 - $15,000mid $8K	Stock	modelled
40	—	SERVICENOW INC	—	P	01/26/2022	02/21/2022	$1,001 - $15,000	0.98	NOW0.95	BuyBuy	Self	Jan 26, 2022	$1,001 - $15,000mid $8K	Stock	modelled
41	—	SERVICENOW INC	—	P	01/26/2022	02/21/2022	$1,001 - $15,000	0.98	NOW0.95	BuyBuy	Self	Jan 26, 2022	$1,001 - $15,000mid $8K	Stock	modelled
42	SP	SERVICENOW INC	—	P	01/26/2022	02/21/2022	$1,001 - $15,000	0.97	NOW0.95	BuyBuy	Spouse	Jan 26, 2022	$1,001 - $15,000mid $8K	Stock	modelled
43	?	SERVICENOW INC OCR: owner unreadable	—	P	01/26/2022	02/21/2022	$1,001 - $15,000	0.60	NOW0.95	BuyBuy	Unknown	Jan 26, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
44	—	LKQ CORP	—	S	—	02/21/2022	$1,001 - $15,000	0.98	LKQ0.98	SellSell	Self	—	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
45	SP	LKQ CORP	—	S	01/26/2022	02/21/2022	$1,001 - $15,000	0.98	LKQ0.98	SellSell	Spouse	Jan 26, 2022	$1,001 - $15,000mid $8K	Stock	modelled
46	?	LKQ CORP OCR: owner unreadable	—	S	01/26/2022	02/21/2022	$1,001 - $15,000	0.60	LKQ0.98	SellSell	Unknown	Jan 26, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
47	—	LKQ CORP OCR: date uncertain	—	S	01/28/2022	—	$1,001 - $15,000	0.60	LKQ0.98	SellSell	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
48	SP	ROSS STORES INC	—	S	—	02/21/2022	$1,001 - $15,000	0.98	ROST0.95	SellSell	Spouse	—	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
49	JT	BOOZ ALLEN HAMILTON HOLDINGS	—	P	—	02/21/2022	$1,001 - $15,000	0.98	BAH0.95	BuyBuy	Joint	—	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
50	?	MASSACHUSET TS ST TRANSPRTN FUN DUE 0601/2041 6.000% OCR: owner unreadable	—	P	01/27/2022	02/21/2022	$1,001 - $15,000	0.60	—0.00	BuyBuy	Unknown	Jan 27, 2022	$1,001 - $15,000mid $8K	Bond	Reviewnot modelled
51	—	AMERICAN FINANCIAL GROUP INC	—	S	01/27/2022	02/21/2022	$1,001 - $15,000	0.98	AFG0.95	SellSell	Self	Jan 27, 2022	$1,001 - $15,000mid $8K	Stock	modelled
52	—	LENNOX INTERNATIONAL INC	—	S	01/27/2022	02/21/2022	$1,001 - $15,000	0.98	LII0.95	SellSell	Self	Jan 27, 2022	$1,001 - $15,000mid $8K	Stock	modelled
53	JT	LENNOX INTERNATIONAL INC	—	S	01/27/2022	02/21/2022	$1,001 - $15,000	0.98	LII0.95	SellSell	Joint	Jan 27, 2022	$1,001 - $15,000mid $8K	Stock	modelled
54	SP	[LENNOX INTERNATIONAL INC	—	S	—	02/21/2022	$1,001 - $15,000	0.98	LII0.95	SellSell	Spouse	—	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
55	—	LKQ CORP	—	S	01/27/2022	02/21/2022	$1,001 - $15,000	0.98	LKQ0.98	SellSell	Self	Jan 27, 2022	$1,001 - $15,000mid $8K	Stock	modelled
56	SP	LKQ CORP	—	S	01/27/2022	02/21/2022	$1,001 - $15,000	0.98	LKQ0.98	SellSell	Spouse	Jan 27, 2022	$1,001 - $15,000mid $8K	Stock	modelled
57	JT	LKQ CORP	—	S	01/27/2022	02/21/2022	$1,001 - $15,000	0.98	LKQ0.98	SellSell	Joint	Jan 27, 2022	$1,001 - $15,000mid $8K	Stock	modelled
58	—	LKQ CORP	—	S	—	02/21/2022	$1,001 - $15,000	0.98	LKQ0.98	SellSell	Self	—	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
59	—	ABBVIE INC	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.97	ABBV0.95	BuyBuy	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
60	SP	ABBVIE INC	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.97	ABBV0.95	BuyBuy	Spouse	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
61	—	ABBVIE INC	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.97	ABBV0.95	BuyBuy	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
62	—	ALTRIA GROUP INC	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	MO0.95	BuyBuy	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
63	?	ALTRIA GROUP INC OCR: owner unreadable	—	P	01/26/2022	02/21/2022	$1,001 - $15,000	0.60	MO0.95	BuyBuy	Unknown	Jan 26, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
64	—	ALTRIA GROUP INC	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	MO0.95	BuyBuy	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
65	SP	ALTRIA GROUP INC	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	MO0.95	BuyBuy	Spouse	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
66	—	AMEREN CORPORATION	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	AEE0.95	BuyBuy	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
67	—	AMEREN CORPORATION	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	AEE0.95	BuyBuy	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
68	?	AMEREN CORPORATION OCR: owner unreadable	—	P	01/28/2022	—	$1,001 - $15,000	0.60	AEE0.95	BuyBuy	Unknown	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
69	SP	AMEREN CORPORATION	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	AEE0.95	BuyBuy	Spouse	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
70	—	BROADCOM INC	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	AVGO0.95	BuyBuy	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
71	SP	BROADCOM INC	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	AVGO0.95	BuyBuy	Spouse	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
72	—	BROADCOM INC	—	P	01/28/2022	—	$1,001 - $15,000	0.98	AVGO0.95	BuyBuy	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
73	—	FIDELITY NATIONAL INFO SERV	—	P	01/28/2022	—	$1,001 - $15,000	0.98	FIS0.95	BuyBuy	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
74	JT	FIDELITY NATIONAL INFO SERV	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	FIS0.95	BuyBuy	Joint	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
75	SP	FIDELITY NATIONAL INFO SERV	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	FIS0.95	BuyBuy	Spouse	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
76	—	FIDELITY NATIONAL INFO SERV	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	FIS0.95	BuyBuy	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
77	?	MARSH & MCLENNAN COS OCR: owner unreadable	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.60	MRSH0.95	BuyBuy	Unknown	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
78	JT	MARSH & MCLENNAN COS	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	MRSH0.95	BuyBuy	Joint	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
79	—	MARSH & MCLENNAN COS	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	MRSH0.95	BuyBuy	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
80	SP	MARSH & McLENNan cos	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	MRSH0.95	BuyBuy	Spouse	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
81	—	ROCHE HOLDINGS LTD-SPONS ADR	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	—0.90	BuyBuy	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
82	—	SHELL PLC-SPON ADR-B	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	—0.00	BuyBuy	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	not modelled
83	SP	SHELL PLC SPON ADR-B	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	—0.00	BuyBuy	Spouse	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	not modelled
84	—	SHELI PLC.SPON aDr-B	—	P	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	—0.00	BuyBuy	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	not modelled
85	?	ANTHEM INC OCR: owner unreadable	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.60	ELV0.92	SellSell	Unknown	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
86	—	DECKERS OUTDOOR CORP	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	DECK0.95	SellSell	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
87	—	DECKERS OUTDOOR CORP	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	DECK0.95	SellSell	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
88	SP	DECKERS OUTDOOR CORP	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	DECK0.95	SellSell	Spouse	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
89	?	DOLLAR GENERAL CORP OCR: owner unreadable	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.60	DG0.95	SellSell	Unknown	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
90	JT	DOLLAR GENERAL CORP	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	DG0.95	SellSell	Joint	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
91	—	DOLLAR GENERAL CORP	—	S	01/28/2022	—	$1,001 - $15,000	0.98	DG0.95	SellSell	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
92	SP	DOLLAR GENERAL CORP	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	DG0.95	SellSell	Spouse	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
93	—	GARMIN LTD	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	GRMN0.95	SellSell	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
94	?	GARMIN LTD OCR: owner unreadable	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.60	GRMN0.95	SellSell	Unknown	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
95	?	GARMIN LTD OCR: owner unreadable	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.60	GRMN0.95	SellSell	Unknown	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
96	SP	GARMIN ETD	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	—0.90	SellSell	Spouse	Jan 28, 2022	$1,001 - $15,000mid $8K	Unknown	Reviewnot modelled
97	?	MEDTRONIC PLC OCR: owner unreadable	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.60	MDT0.95	SellSell	Unknown	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
98	?	[MEDTRONIC PLC OCR: owner unreadable	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.60	MDT0.95	SellSell	Unknown	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
99	—	MEDTRONIC PLC	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	MDT0.95	SellSell	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
100	SP	MEOTRONIC PLC OCR: date uncertain	—	S	01/28/2022	—	$1,001 - $15,000	0.60	—0.00	SellSell	Spouse	Jan 28, 2022	$1,001 - $15,000mid $8K	Unknown	Reviewnot modelled
101	—	NEXTERA ENERGY INC	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	NEE0.95	SellSell	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
102	?	NEXTERA ENERGY INC OCR: owner unreadable	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.60	NEE0.95	SellSell	Unknown	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
103	—	NEXTERA ENERGY INC	—	S	01/28/2022	—	$1,001 - $15,000	0.98	NEE0.95	SellSell	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
104	SP	NEXTERA ENERGY INC	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	NEE0.95	SellSell	Spouse	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
105	—	ORACLE CORP	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	ORCL0.95	SellSell	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
106	—	ROBERT HALF INTL INC	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	RHI0.92	SellSell	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
107	?	ROBERT HALF INTL INC OCR: owner unreadable	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.60	RHI0.92	SellSell	Unknown	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
108	—	ROBERT HALF INTL INC	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	RHI0.92	SellSell	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
109	SP	ROBERT HALF INTL INC	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	RHI0.92	SellSell	Spouse	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
110	—	ROSS STORES INC	—	S	01/28/2022	—	$1,001 - $15,000	0.98	ROST0.95	SellSell	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
111	?	ROSS STORES INC OCR: owner unreadable	—	S	01/28/2022	—	$1,001 - $15,000	0.60	ROST0.95	SellSell	Unknown	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
112	—	ROSS STORES, INC	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	ROST0.95	SellSell	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
113	SP	ROSS STORES INC	—	S	01/28/2022	—	$1,001 - $15,000	0.98	ROST0.95	SellSell	Spouse	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
114	?	SHERWIN-WILLIAMS CO/THE OCR: owner unreadable	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.60	SHW0.95	SellSell	Unknown	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
115	—	T ROWE PRICE GROUP INC	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	TROW0.92	SellSell	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
116	SP	T ROWE PRICE GROUP INC	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.98	TROW0.92	SellSell	Spouse	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
117	—	T ROWE PRICE GROUP INC	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.97	TROW0.92	SellSell	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
118	SP	T ROWE PRICE GROUP INC	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.97	TROW0.92	SellSell	Spouse	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
119	—	UNITEDHEALTH GROUP INC	—	S	01/28/2022	02/21/2022	$1,001 - $15,000	0.97	UNH0.95	SellSell	Self	Jan 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
120	—	AB PRIVATE GREDIT INVESTORS CORPORATION	—	P	—	02/21/2022	$1,001 - $15,000	0.98	—0.00	BuyBuy	Self	—	$1,001 - $15,000mid $8K	Unknown	Reviewnot modelled
121	—	AB PRIVATE CREDIT INVESTORS CORPORATION	—	P	01/31/2022	02/21/2022	$1,001 - $15,000	0.98	—0.00	BuyBuy	Self	Jan 31, 2022	$1,001 - $15,000mid $8K	Unknown	Reviewnot modelled
122	—	CARTER'S INC	—	S	01/31/2022	02/21/2022	$1,001 - $15,000	0.97	CRI0.92	SellSell	Self	Jan 31, 2022	$1,001 - $15,000mid $8K	Stock	modelled
123	?	CARTER'S INC OCR: owner unreadable, date unreadable	—	S	—	—	$1,001 - $15,000	0.30	CRI0.92	SellSell	Unknown	—	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
124	SP	CaRTer's InC	—	S	01/31/2022	02/21/2022	$1,001 - $15,000	0.97	CRI0.92	SellSell	Spouse	Jan 31, 2022	$1,001 - $15,000mid $8K	Stock	modelled
125	—	CARTER'S INC	—	S	01/31/2022	02/21/2022	$1,001 - $15,000	0.98	CRI0.92	SellSell	Self	Jan 31, 2022	$1,001 - $15,000mid $8K	Stock	modelled
126	SP	CHASKA MN INDEP SCH DIST #112 DUE 02/01/2022 5.000% [1]	—	S	02/01/2022	02/21/2022	$1,001 - $15,000	0.98	—0.00	SellSell	Spouse	Feb 1, 2022	$1,001 - $15,000mid $8K	Bond	not modelled
127	—	ELECTRONIC ARTS INC	—	S	02/01/2022	02/21/2022	$1,001 - $15,000	0.97	EA0.95	SellSell	Self	Feb 1, 2022	$1,001 - $15,000mid $8K	Stock	modelled
128	?	ELECTRONIC ARTS INC OCR: owner unreadable	—	S	02/01/2022	02/21/2022	$1,001 - $15,000	0.60	EA0.95	SellSell	Unknown	Feb 1, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
129	SP	ELECTRONIC ARTS INC	—	S	02/01/2022	02/21/2022	$1,001 - $15,000	0.97	EA0.95	SellSell	Spouse	Feb 1, 2022	$1,001 - $15,000mid $8K	Stock	modelled
130	—	ELECTRONIC ARTS INC	—	S	02/01/2022	02/21/2022	$1,001 - $15,000	0.98	EA0.95	SellSell	Self	Feb 1, 2022	$1,001 - $15,000mid $8K	Stock	modelled
131	SP	SOUTHWEST AIRLINES CO	—	S	02/01/2022	02/21/2022	$1,001 - $15,000	0.98	LUV0.95	SellSell	Spouse	Feb 1, 2022	$1,001 - $15,000mid $8K	Stock	modelled
132	JT	SOUTHWEST AIRLINES.CO	—	S	02/01/2022	02/21/2022	$1,001 - $15,000	0.98	LUV0.95	SellSell	Joint	Feb 1, 2022	$1,001 - $15,000mid $8K	Stock	modelled
133	—	SOUTHWEST AIRLINES CO	—	S	02/01/2022	02/21/2022	$1,001 - $15,000	0.98	LUV0.95	SellSell	Self	Feb 1, 2022	$1,001 - $15,000mid $8K	Stock	modelled
134	—	SOUTHWEST AIRLINES CO	—	S	02/01/2022	02/21/2022	$1,001 - $15,000	0.98	LUV0.95	SellSell	Self	Feb 1, 2022	$1,001 - $15,000mid $8K	Stock	modelled
135	—	META PLATFORMS INC-CLASS A	—	S	02/02/2022	02/21/2022	$1,001 - $15,000	0.98	META0.92	SellSell	Self	Feb 2, 2022	$1,001 - $15,000mid $8K	Stock	modelled
136	—	CENTERPOINT ENERGY INC	—	P	02/03/2022	02/21/2022	$1,001 - $15,000	0.98	CNP0.95	BuyBuy	Self	Feb 3, 2022	$1,001 - $15,000mid $8K	Stock	modelled
137	SP	CENTERPOINT ENERGY INC	—	P	—	02/21/2022	$1,001 - $15,000	0.98	CNP0.95	BuyBuy	Spouse	—	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
138	—	GENTERPOINT ENERGY INC	—	P	02/03/2022	02/21/2022	$1,001 - $15,000	0.98	—0.85	BuyBuy	Self	Feb 3, 2022	$1,001 - $15,000mid $8K	Unknown	Reviewnot modelled
139	?	CENTERPOINT ENERGY INC OCR: owner unreadable	—	P	02/03/2022	02/21/2022	$1,001 - $15,000	0.60	CNP0.95	BuyBuy	Unknown	Feb 3, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
140	—	DOMINION ENERGY INC	—	S	02/03/2022	02/21/2022	$1,001 - $15,000	0.98	D0.95	SellSell	Self	Feb 3, 2022	$1,001 - $15,000mid $8K	Stock	modelled
141	JT	DOMINION ENERGY INC	—	S	02/03/2022	02/21/2022	$1,001 - $15,000	0.98	D0.95	SellSell	Joint	Feb 3, 2022	$1,001 - $15,000mid $8K	Stock	modelled
142	SP	DOMINION ENERGY INC	—	S	02/03/2022	02/21/2022	$1,001 - $15,000	0.98	D0.95	SellSell	Spouse	Feb 3, 2022	$1,001 - $15,000mid $8K	Stock	modelled
143	—	DOMINION ENERGY INC	—	S	02/03/2022	02/21/2022	$1,001 - $15,000	0.98	D0.95	SellSell	Self	Feb 3, 2022	$1,001 - $15,000mid $8K	Stock	modelled
144	—	THERMO FISHER SCIENTIFIC INC	—	P	02/04/2022	02/21/2022	$1,001 - $15,000	0.98	TMO0.95	BuyBuy	Self	Feb 4, 2022	$1,001 - $15,000mid $8K	Stock	modelled
145	JT	THERMO FISHER SCIENTIFIC INC	—	P	02/04/2022	—	$1,001 - $15,000	0.98	TMO0.95	BuyBuy	Joint	Feb 4, 2022	$1,001 - $15,000mid $8K	Stock	modelled
146	SP	THERMO FISHER SCIENTIFIC INC	—	P	02/04/2022	02/21/2022	$1,001 - $15,000	0.98	TMO0.95	BuyBuy	Spouse	Feb 4, 2022	$1,001 - $15,000mid $8K	Stock	modelled
147	—	THERMO FISHER SCIENTIFIC INC	—	P	02/04/2022	02/21/2022	$1,001 - $15,000	0.97	TMO0.95	BuyBuy	Self	Feb 4, 2022	$1,001 - $15,000mid $8K	Stock	modelled
148	JT	ROCHe HOLdiNGS LTD-SPoNS ADR	—	P	02/08/2022	—	$1,001 - $15,000	0.98	—0.90	BuyBuy	Joint	Feb 8, 2022	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
149	SP	VISA INC-CLASS A SHARES	—	P	02/08/2022	02/21/2022	$1,001 - $15,000	0.98	V0.95	BuyBuy	Spouse	Feb 8, 2022	$1,001 - $15,000mid $8K	Stock	modelled
150	—	WASHINGTON ST DUE 02/01/2039 5.000%	—	P	02/08/2022	02/21/2022	$15,001 - $50,000	0.98	—0.00	BuyBuy	Self	Feb 8, 2022	$15,001 - $50,000mid $32.5K	Bond	not modelled
151	SP	WASHINGTON ST DUE 02/01/2040 5.000%	—	P	02/08/2022	02/21/2022	$15,001 - $50,000	0.98	—0.00	BuyBuy	Spouse	Feb 8, 2022	$15,001 - $50,000mid $32.5K	Bond	not modelled
152	?	WASHINGTON ST DUE 02/01/2040 5.000% OCR: owner unreadable	—	P	02/08/2022	02/21/2022	$15,001 - $50,000	0.60	—0.00	BuyBuy	Unknown	Feb 8, 2022	$15,001 - $50,000mid $32.5K	Bond	Reviewnot modelled
153	—	WASHINGTON ST DUE 02/01/2040 5.000%	—	P	02/08/2022	02/21/2022	$15,001 - $50,000	0.98	—0.00	BuyBuy	Self	Feb 8, 2022	$15,001 - $50,000mid $32.5K	Bond	not modelled
154	SP	NEW YORK CITY NY TRANSITIONAL DUE 08/01/2024 5.000% [1]	—	S	02/08/2022	02/21/2022	$50,001 - $100,000	0.97	—0.00	SellSell	Spouse	Feb 8, 2022	$50,001 - $100,000mid $75K	Bond	not modelled
155	—	WISCONSIN ST DUE 05/01/2022 5.000% [1]	—	S	02/08/2022	02/21/2022	$15,001 - $50,000	0.97	—0.00	SellSell	Self	Feb 8, 2022	$15,001 - $50,000mid $32.5K	Bond	not modelled
156	—	GTR ORLANDOFLAVATIONAUTHADUE10/01/20374.000%	—	P	02/09/2022	02/21/2022	$15,001 - $50,000	0.98	—0.00	BuyBuy	Self	Feb 9, 2022	$15,001 - $50,000mid $32.5K	Unknown	Reviewnot modelled
157	SP	AMERICAN FINANCIAL GROUP INC	—	S	—	02/21/2022	$1,001 - $15,000	0.98	AFG0.95	SellSell	Spouse	—	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
158	—	US TREASURY DUE 12/31/2023 0.750%	—	S	02/10/2022	02/21/2022	$1,001 - $15,000	0.98	—0.00	SellSell	Self	Feb 10, 2022	$1,001 - $15,000mid $8K	Bond	not modelled
159	—	ORACLE CORP	—	P	02/14/2022	02/21/2022	$1,001 - $15,000	0.98	ORCL0.95	BuyBuy	Self	Feb 14, 2022	$1,001 - $15,000mid $8K	Stock	modelled
160	SP	WILUS TOWERS WATSON PLC	—	P	02/16/2022	02/21/2022	$1,001 - $15,000	0.98	—0.83	BuyBuy	Spouse	Feb 16, 2022	$1,001 - $15,000mid $8K	Unknown	Reviewnot modelled
161	—	WILLIS TOWERS WATSON PLC	—	P	02/16/2022	02/21/2022	$1,001 - $15,000	0.98	WTW0.95	BuyBuy	Self	Feb 16, 2022	$1,001 - $15,000mid $8K	Stock	modelled
162	—	WILLIS TOWERS WATSON PLC	—	P	02/16/2022	02/21/2022	$1,001 - $15,000	0.98	WTW0.95	BuyBuy	Self	Feb 16, 2022	$1,001 - $15,000mid $8K	Stock	modelled
163	?	CME GROUP INC OCR: owner unreadable	—	S	02/16/2022	02/21/2022	$1,001 - $15,000	0.60	CME0.95	SellSell	Unknown	Feb 16, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
164	—	CME GROUP INC	—	S	02/16/2022	02/21/2022	$1,001 - $15,000	0.98	CME0.95	SellSell	Self	Feb 16, 2022	$1,001 - $15,000mid $8K	Stock	modelled
165	SP	CME GROUP INC	—	S	02/18/2022	02/21/2022	$1,001 - $15,000	0.98	CME0.95	SellSell	Spouse	Feb 18, 2022	$1,001 - $15,000mid $8K	Stock	modelled
166	JT	CME GROUP INC	—	S	02/16/2022	02/21/2022	$1,001 - $15,000	0.98	CME0.95	SellSell	Joint	Feb 16, 2022	$1,001 - $15,000mid $8K	Stock	modelled
167	—	ELECTRONIC ARTS INC	—	S	02/16/2022	02/21/2022	$1,001 - $15,000	0.98	EA0.95	SellSell	Self	Feb 16, 2022	$1,001 - $15,000mid $8K	Stock	modelled
168	—	ELECTRONIC ARTS INC	—	S	02/16/2022	—	$1,001 - $15,000	0.98	EA0.95	SellSell	Self	Feb 16, 2022	$1,001 - $15,000mid $8K	Stock	modelled
169	SP	ELECTRONIC ARTS INC	—	S	02/16/2022	02/21/2022	$1,001 - $15,000	0.98	EA0.95	SellSell	Spouse	Feb 16, 2022	$1,001 - $15,000mid $8K	Stock	modelled
170	JT	ELECTRONIC ARTS INC	—	S	02/16/2022	02/21/2022	$1,001 - $15,000	0.98	EA0.95	SellSell	Joint	Feb 16, 2022	$1,001 - $15,000mid $8K	Stock	modelled