Official filing metadata
- Filer (as printed)
- Hon. Diana Harshbarger
- Office (as printed)
- TN01
- Chamber
- House
- Filing type
- ptr
- Filing date
- Nov 29, 2022
- Filing year
- 2022
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 142
- 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
- 2816
REVIEW OCR 9p, rotation [90]: 142 rows from 8 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 · 142
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 | — | DOMINO'S PIZZA INC | — | P | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | DPZ0.92 | BuyBuy | Self | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | SP | DOMINO'S PIZZA INC | — | P | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | DPZ0.92 | BuyBuy | Spouse | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | DOMINO'S PIZZA INC | — | P | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | DPZ0.92 | BuyBuy | Self | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | DOMINO'S PIZZA INC | — | P | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | DPZ0.92 | BuyBuy | Joint | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | KNIGHT-SWIFT TRANSPORTATION | — | P | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | KNX0.95 | BuyBuy | Self | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | KNIGHT-SWIFT TRANSPORTATION | — | P | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | KNX0.95 | BuyBuy | Self | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | SP | KNIGHT-SWIFT TRANSPORTATION | — | P | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.96 | KNX0.95 | BuyBuy | Spouse | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | KNIGHT-SWIFT TRANSPORTATION | — | P | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | KNX0.95 | BuyBuy | Joint | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | LOCKHEED MARTIN CORP | — | P | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | LMT0.95 | BuyBuy | Self | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | SP | LOCKHEED MARTIN CORP | — | P | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | LMT0.95 | BuyBuy | Spouse | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | LOCKHEED MARTIN CORP | — | P | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | LMT0.95 | BuyBuy | Self | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | LOCKHEED MARTIN CORP | — | P | 10/21/2022 | — | $1,001 - $15,000 | 0.98 | LMT0.95 | BuyBuy | Joint | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | — | MCKESSON CORP | — | P | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | MCK0.95 | BuyBuy | Self | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | MCKESSON CORP | — | P | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | MCK0.95 | BuyBuy | Joint | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | SP | MKESSON ORP | — | P | — | 11/23/2022 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 16 | ? | MCKESSON CORP OCR: owner unreadable | — | P | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.60 | MCK0.95 | BuyBuy | Unknown | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 17 | JT | AMAZON,COM INC | — | S | 10/21/2022 | — | $1,001 - $15,000 | 0.98 | AMZN0.95 | SellSell | Joint | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | AUTOZONE INC | — | S | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | AZO0.95 | SellSell | Self | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | — | COCA-COLA CO/THE | — | S | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | KO0.95 | SellSell | Self | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | — | NORTHROP GRUMMAN CORP | — | S | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | NOC0.95 | SellSell | Self | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | NORTHROP GRUMMAN CORP | — | S | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | NOC0.95 | SellSell | Self | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | NORTHROP GRUMMAN CORP | — | S | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | NOC0.95 | SellSell | Joint | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | SP | NORTHROP GRUMMAN CORP | — | S | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | NOC0.95 | SellSell | Spouse | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | SP | REGAL REXNORD CORP | — | S | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | RRX0.95 | SellSell | Spouse | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | — | WALMART INC | — | S | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | WMT0.95 | SellSell | Self | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | SP | WALMART INC | — | S | 10/21/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | WMT0.95 | SellSell | Spouse | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | — | AB PRVATE CREDIT INVESTORS CORPORATION | — | P | 10/24/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Self | Oct 24, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 28 | — | AB PRIVATE CREDIT INVESTORS CORPORATION | — | P | 10/24/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Self | Oct 24, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 29 | — | ISHARES CORE INTL STOCK ETF | — | P | 10/24/2022 | 11/23/2022 | $50,001 - $100,000 | 0.98 | —0.00 | BuyBuy | Self | Oct 24, 2022 | $50,001 - $100,000mid $75K | Etf | not modelled |
| 30 | — | 1SHARES CORE INTL STOCK ETF | — | P | 10/24/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Self | Oct 24, 2022 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 31 | — | [XCEL ENERGY INC | — | P | 10/24/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | XEL0.95 | BuyBuy | Self | Oct 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | XCEL ENERGY INC | — | P | 10/24/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | XEL0.95 | BuyBuy | Joint | Oct 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | SP | XCEL ENERGY INC | — | P | 10/24/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | XEL0.95 | BuyBuy | Spouse | Oct 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | — | XCEL ENERGY INC | — | P | 10/24/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | XEL0.95 | BuyBuy | Self | Oct 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | — | AMEREN CORPORATION | — | S | 10/24/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | AEE0.95 | SellSell | Self | Oct 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | ? | AMEREN CORPORATION OCR: owner unreadable | — | S | 10/24/2022 | 11/23/2022 | $1,001 - $15,000 | 0.60 | AEE0.95 | SellSell | Unknown | Oct 24, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 37 | JT | AMEREN CORPORATION | — | S | 10/24/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | AEE0.95 | SellSell | Joint | Oct 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | SP | AMEREN CORPORATION | — | S | 10/24/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | AEE0.95 | SellSell | Spouse | Oct 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | — | LPL FINANCIAL HOLDINGS INC | — | S | 10/24/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | LPLA0.95 | SellSell | Self | Oct 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | — | ISHARES CORE INTL STOCK ETF | — | P | 10/25/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Self | Oct 25, 2022 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 41 | — | XCEL ENERGY INC | — | P | 10/25/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | XEL0.95 | BuyBuy | Self | Oct 25, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | XCEL ENERGY INC | — | P | 10/25/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | XEL0.95 | BuyBuy | Joint | Oct 25, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | — | XCEL ENERGY INC | — | P | 10/25/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | XEL0.95 | BuyBuy | Self | Oct 25, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | SP | XCEL ENERGY INC | — | P | 10/25/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | XEL0.95 | BuyBuy | Spouse | Oct 25, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | — | AMEREN CORPORATION | — | S | 10/25/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | AEE0.95 | SellSell | Self | Oct 25, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | AMEREN CORPORATION | — | S | 10/25/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | AEE0.95 | SellSell | Joint | Oct 25, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | — | GENTENE CORP | — | P | 10/28/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Self | Oct 28, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 48 | — | EVEREST RE GROUPLTD | — | P | 10/26/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Self | Oct 26, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 49 | — | MICROSOFT CORP | — | P | 10/26/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | MSFT0.95 | BuyBuy | Self | Oct 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | — | DENVER CITY & CNTY CO ARPT REV DUE 11/15/2028 5.000% [1] | — | S | 10/28/2022 | 11/23/2022 | $50,001 - $100,000 | 0.98 | —0.00 | SellSell | Self | Oct 28, 2022 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 51 | — | MEDTRONIC PLC | — | S | 10/26/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | MDT0.95 | SellSell | Self | Oct 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | SP | MEDTRONIC PLC | — | S | 10/26/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | MDT0.95 | SellSell | Spouse | Oct 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | JT | [MEDTRONIC PLC | — | S | 10/26/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | MDT0.95 | SellSell | Joint | Oct 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | SP | NEW YORK NY DUE 08/01/2040 4.000% [1] | — | S | 10/26/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Spouse | Oct 26, 2022 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 55 | — | EDWARDS LIFESCIENCES CORP | — | P | — | 11/23/2022 | $1,001 - $15,000 | 0.98 | EW0.95 | BuyBuy | Self | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 56 | SP | EDWARDS LIFESCIENCES CORP | — | P | 10/27/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | EW0.95 | BuyBuy | Spouse | Oct 27, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | JT | EDWARDS LIFESCIENCES CORP | — | P | 10/27/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | EW0.95 | BuyBuy | Joint | Oct 27, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | — | EDWARDS LIFESCIENCES CORP | — | P | 10/27/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | EW0.95 | BuyBuy | Self | Oct 27, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | JT | META PLATFORMS INC-CLASS A | — | S | 10/27/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | META0.92 | SellSell | Joint | Oct 27, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | SP | META PLATFORMS INC-CLASS A | — | S | 10/27/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | META0.92 | SellSell | Spouse | Oct 27, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | — | ALPHABET INC-CL C | — | P | 10/28/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Self | Oct 28, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 62 | — | LOS ANGELES CA DEPT OF ARPTS A DUE 05/15/2034 5.000% [1] | — | S | 11/01/2022 | 11/23/2022 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Self | Nov 1, 2022 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 63 | — | PALM BEACH CNTY FL. REVENUE EUE 11/01/2022 5.000% [1] | — | S | 11/01/2022 | 11/23/2022 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Self | Nov 1, 2022 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 64 | JT | PFLUGERVILLE TX INDEP SCH DIST DUE 02/15/2031 5,000% [1] | — | S | 11/01/2022 | 11/23/2022 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Joint | Nov 1, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 65 | — | ALPHABET INC-CL C | — | P | 11/04/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Self | Nov 4, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 66 | — | ALPHABET INC-CL C | — | P | 11/04/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Self | Nov 4, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 67 | JT | BOOKING HOLDINGS INC | — | P | 11/04/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | BKNG0.95 | BuyBuy | Joint | Nov 4, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | SP | BOOKING HOLDINGS INC | — | P | 11/04/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | BKNG0.95 | BuyBuy | Spouse | Nov 4, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | — | BOOKING HOLDINGS INC | — | P | 11/04/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | BKNG0.95 | BuyBuy | Self | Nov 4, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | — | BOOKING HOLDINGS INC | — | P | 11/04/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | BKNG0.95 | BuyBuy | Self | Nov 4, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | — | DOMINO'S PIZZA INC | — | P | 11/04/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | DPZ0.92 | BuyBuy | Self | Nov 4, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | — | JPMORGAN CHASE & CO | — | P | 11/04/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | JPM0.95 | BuyBuy | Self | Nov 4, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 73 | JT | JPMORGAN CHASE & CO | — | P | 11/04/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | JPM0.95 | BuyBuy | Joint | Nov 4, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 74 | SP | JPMORGAN CHASE & CO | — | P | 11/04/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | JPM0.95 | BuyBuy | Spouse | Nov 4, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | — | JPMORGAN CHASE & CO | — | P | 11/04/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | JPM0.95 | BuyBuy | Self | Nov 4, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | ? | CME GROUP INC OCR: owner unreadable | — | S | 11/04/2022 | 11/23/2022 | $1,001 - $15,000 | 0.60 | CME0.95 | SellSell | Unknown | Nov 4, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 77 | — | CME GROUP INC | — | S | 11/04/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | CME0.95 | SellSell | Self | Nov 4, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 78 | JT | CME GROUP INC | — | S | 11/04/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | CME0.95 | SellSell | Joint | Nov 4, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | SP | CME GROUP INC | — | S | 11/04/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | CME0.95 | SellSell | Spouse | Nov 4, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 80 | — | US BANCORP | — | S | 11/04/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | USB0.92 | SellSell | Self | Nov 4, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | SP | LYONDELLBASELL INDU-CL A | — | P | 11/07/2022 | 11/23/2022 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Spouse | Nov 7, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 82 | — | LYONDELLBASELL INDU-CL.A | — | P | — | 11/23/2022 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Self | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 83 | JT | LYONDELLBASELL INDU-CL A | — | P | 11/07/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Joint | Nov 7, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 84 | — | LYONDELLBASELL INDU-CL A | — | P | 11/07/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Self | Nov 7, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 85 | — | SERVICENOW INC | — | P | 11/07/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | NOW0.95 | BuyBuy | Self | Nov 7, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | — | SERVICENOW INC | — | P | 11/07/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | NOW0.95 | BuyBuy | Self | Nov 7, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 87 | SP | SHELBY CNTY TN DUE 04/01/2039 5.000% | — | P | 11/09/2022 | 11/23/2022 | $15,001 - $50,000 | 0.98 | —0.00 | BuyBuy | Spouse | Nov 9, 2022 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 88 | — | SHELBY CNTY TN DUE 04/01/2042 5.000% | — | P | 11/09/2022 | 11/23/2022 | $15,001 - $50,000 | 0.98 | —0.00 | BuyBuy | Self | Nov 9, 2022 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 89 | — | SHELBY CNTY TN DUE 04/01/2042 5.000% | — | P | 11/08/2022 | 11/23/2022 | $15,001 - $50,000 | 0.98 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 90 | SP | MASSACHUSETTS ST PORT AUTH DUE 07/01/2039 5.000% [1] | — | S | 11/09/2022 | 11/23/2022 | $50,001 - $100,000 | 0.98 | —0.00 | SellSell | Spouse | Nov 9, 2022 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 91 | — | WASHINGTON ST DUE 02/01/2039 5.000% [1] | — | S | — | 11/23/2022 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Self | — | $15,001 - $50,000mid $32.5K | Bond | Reviewnot modelled |
| 92 | SP | WASHINGTON ST DUE 02/01/2040 5.000% [1] | — | S | 11/09/2022 | 11/23/2022 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Spouse | Nov 9, 2022 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 93 | SP | BOOZ ALLEN HAMILTON HOLDINGS | — | S | 11/10/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | BAH0.95 | SellSell | Spouse | Nov 10, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | JT | BOOZ ALLEN HAMILTON HOLDINGS | — | S | 11/10/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | BAH0.95 | SellSell | Joint | Nov 10, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 95 | SP | IOWA ST FIN AUTH REVENUE DUE 0B/01/2041 5.000% [1] | — | S | 11/10/2022 | 11/23/2022 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Spouse | Nov 10, 2022 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 96 | ? | NORTHROP GRUMMAN CORP OCR: owner unreadable | — | S | 11/10/2022 | 11/23/2022 | $1,001 - $15,000 | 0.60 | NOC0.95 | SellSell | Unknown | Nov 10, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 97 | SP | NORTHROP GRUMMAN CORP | — | S | 11/10/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | NOC0.95 | SellSell | Spouse | Nov 10, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 98 | SP | O'REILLY AUTOMOTIVE INC | — | S | 11/10/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | ORLY0.92 | SellSell | Spouse | Nov 10, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | SP | WASHINGTON DC MET AREA TRANSIT DUE 07/15/2041 5.000% [1] | — | S | 11/10/2022 | 11/23/2022 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Spouse | Nov 10, 2022 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 100 | — | ADOBE INC | — | P | 11/11/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | ADBE0.95 | BuyBuy | Self | Nov 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 101 | JT | ADOBE INC | — | P | 11/11/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | ADBE0.95 | BuyBuy | Joint | Nov 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 102 | ? | ADOBE INC OCR: owner unreadable | — | P | 11/11/2022 | 11/23/2022 | $1,001 - $15,000 | 0.60 | ADBE0.95 | BuyBuy | Unknown | Nov 11, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 103 | SP | ADOBE INC | — | P | 11/11/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | ADBE0.95 | BuyBuy | Spouse | Nov 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 104 | — | COMCAST CORP-CLASS A | — | P | 11/11/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | CMCSA0.92 | BuyBuy | Self | Nov 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 105 | ? | COMCAST CORP-CLASS A OCR: owner unreadable | — | P | 11/11/2022 | — | $1,001 - $15,000 | 0.60 | CMCSA0.92 | BuyBuy | Unknown | Nov 11, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 106 | SP | COMCAST CORP-CLASS A | — | P | 11/11/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | CMCSA0.92 | BuyBuy | Spouse | Nov 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 107 | JT | COMCAST CORP-CLASS A | — | P | 11/11/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | CMCSA0.92 | BuyBuy | Joint | Nov 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 108 | — | FIDELITY NATIONAL INFO SERV | — | P | 11/11/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | FIS0.95 | BuyBuy | Self | Nov 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 109 | — | FIDELITY NATIONAL INFO SERV | — | P | 11/11/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | FIS0.95 | BuyBuy | Self | Nov 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 110 | JT | FIDELITY NATIONAL INFO SERV | — | P | — | 11/23/2022 | $1,001 - $15,000 | 0.98 | FIS0.95 | BuyBuy | Joint | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 111 | SP | FIDELITY NATIONAL INFO SERV | — | P | 11/11/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | FIS0.95 | BuyBuy | Spouse | Nov 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 112 | — | GEN DIGITAL INC | — | P | 11/11/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | GEN0.95 | BuyBuy | Self | Nov 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 113 | — | AMAZON.COM INC | — | S | 11/11/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | AMZN0.92 | SellSell | Self | Nov 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 114 | — | AMAZON.COM INC | — | S | 11/11/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | AMZN0.92 | SellSell | Self | Nov 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 115 | — | REGAL REXNORD CORP | — | S | 11/11/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | RRX0.95 | SellSell | Self | Nov 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 116 | SP | REGAL REXNORD CORP | — | S | 11/11/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | RRX0.95 | SellSell | Spouse | Nov 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 117 | ? | SCHWAB (CHARLES) CORP OCR: owner unreadable | — | P | 11/14/2022 | 11/23/2022 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Nov 14, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 118 | — | ALPHABET INC-CL C | — | S | 11/14/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Self | Nov 14, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 119 | SP | LPL FINANCIAL HOLDINGS INC | — | S | 11/14/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | LPLA0.95 | SellSell | Spouse | Nov 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 120 | — | MET GOVT NASHVILLE & DAVIDSON DUE 01/01/2042. 4.000% | — | S | 11/14/2022 | 11/23/2022 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Self | Nov 14, 2022 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 121 | — | META PLATFORMS INC-CLASS A | — | S | 11/14/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | META0.92 | SellSell | Self | Nov 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 122 | — | META PLATFORMS INC-CLASS A | — | S | 11/14/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | META0.92 | SellSell | Self | Nov 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 123 | — | US BANCORP | — | S | 11/14/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | USB0.92 | SellSell | Self | Nov 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 124 | SP | WASHOE CNTY NV HIGHWAY REVENUE DUE 02/01/2042 5.000% [1] | — | S | 11/14/2022 | 11/23/2022 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Spouse | Nov 14, 2022 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 125 | JT | ADOBE INC | — | P | 11/15/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | ADBE0.95 | BuyBuy | Joint | Nov 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 126 | SP | ADOBE INC | — | P | 11/16/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | ADBE0.95 | BuyBuy | Spouse | Nov 16, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 127 | — | FORTINET INC | — | P | 11/15/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | FTNT0.95 | BuyBuy | Self | Nov 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 128 | SP | FORTINET INC | — | P | 11/15/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | FTNT0.95 | BuyBuy | Spouse | Nov 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 129 | JT | FORTINET INC | — | P | 11/15/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | FTNT0.95 | BuyBuy | Joint | Nov 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 130 | ? | FORTINET INC OCR: owner unreadable | — | P | 11/15/2022 | 11/23/2022 | $1,001 - $15,000 | 0.60 | FTNT0.95 | BuyBuy | Unknown | Nov 15, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 131 | — | AMDOCS LTD | — | S | 11/15/2022 | — | $1,001 - $15,000 | 0.98 | DOX0.95 | SellSell | Self | Nov 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 132 | JT | US BANCORP | — | S | 11/15/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | USB0.92 | SellSell | Joint | Nov 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 133 | — | MEMPHIS TN DUE 10/01/2035 5.000% | — | P | 11/18/2022 | 11/23/2022 | $15,001 - $50,000 | 0.98 | —0.00 | BuyBuy | Self | Nov 18, 2022 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 134 | — | MEMPHIS TN DUE 10/01/2039 5.000% | — | P | 11/18/2022 | 11/23/2022 | $15,001 - $50,000 | 0.98 | —0.00 | BuyBuy | Self | Nov 18, 2022 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 135 | SP | MEMPHIS TN DUE 10/01/2039 5.000% OCR: date uncertain | — | P | 11/18/2022 | 11/23/2022 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Spouse | Nov 18, 2022 | $15,001 - $50,000mid $32.5K | Bond | Reviewnot modelled |
| 136 | ? | AMDOCS LTD OCR: owner unreadable | — | S | 11/16/2022 | 11/23/2022 | $1,001 - $15,000 | 0.60 | DOX0.95 | SellSell | Unknown | Nov 16, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 137 | JT | MASSACHUSE-I TS ST PORT AUTH DUE 07/01/2036 5.000% [1] | — | S | 11/16/2022 | 11/23/2022 | $50,001 - $100,000 | 0.98 | —0.00 | SellSell | Joint | Nov 16, 2022 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 138 | SP | US BANCORP | — | S | — | 11/23/2022 | $1,001 - $15,000 | 0.98 | USB0.92 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 139 | SP | US BANCORP | — | S | 11/16/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | USB0.92 | SellSell | Spouse | Nov 16, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 140 | — | WASHINGTON ST DUE 02/01/2040 5.000% [1] | — | S | 11/18/2022 | 11/23/2022 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Self | Nov 18, 2022 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 141 | — | COCA-COLA CO/THE | — | S | 11/17/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | KO0.95 | SellSell | Self | Nov 17, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 142 | — | COCA-COLA .CO/THE | — | S | 11/17/2022 | 11/23/2022 | $1,001 - $15,000 | 0.98 | KO0.95 | SellSell | Self | Nov 17, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |