Congress Trades

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Source status
Filing audit view

8219340ParsedOCR

RMichael T. McCaul · House · ptr · filed Jan 19, 2023

Official filing metadata

Filer (as printed)
Hon. Michael T. McCaul
Office (as printed)
TX10
Chamber
House
Filing type
ptr
Filing date
Jan 19, 2023
Filing year
2022
Document format
pdf_image

Processing (ours)

Status
Parsed
Rows parsed
316
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
3022

REVIEW OCR 12p, rotation [90]: 316 rows from 12 data pages

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 · 316

Left: OCR reading of the scan · Right: normalized
Raw filing rows beside their normalized interpretation
Read from the scan by OCR · check the documentNormalized · our interpretation
#OwnerAssetTickerTypeTx dateNotifiedAmountConf.TickerTypeOwnerTx dateAmountClassFlags
1?Exanpte. Moga Corp, Conunon Slock
OCR: owner unreadable
—S (partial)03/07/2020—$15,001 - $50,0000.60—0.00PartialPartial saleUnknownMar 7, 2020$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
2SPLOS ANGELES CALIF DEPT—P12/01/202201/08/2023$100,001 - $250,0000.99—0.00BuyBuySpouseDec 1, 2022$100,001 - $250,000mid $175KUnknownReviewnot modelled
3SPKING Co WA SCH DT#411—P12/05/202201/06/2023$100,001 - $250,0000.99—0.00BuyBuySpouseDec 5, 2022$100,001 - $250,000mid $175KUnknownReviewnot modelled
4SPNew YoR oItY NY hEc MF—P12/08/202201/06/2023$100,001 - $250,0000.99—0.00BuyBuySpouseDec 8, 2022$100,001 - $250,000mid $175KUnknownReviewnot modelled
5SPVA SMALL USiNESS FING
OCR: low text confidence
—P12/14/2022—$100,001 - $250,0000.60—0.00BuyBuySpouseDec 14, 2022$100,001 - $250,000mid $175KUnknownReviewnot modelled
6SPMASSACHUSETTS ST SPL
OCR: date uncertain
—P12/06/2022—$100,001 - $250,0000.60—0.00BuyBuySpouseDec 6, 2022$100,001 - $250,000mid $175KUnknownReviewnot modelled
7SPCHARTER COMMUNICATIONS INC
OCR: date uncertain
—P12/23/202201/08/2023$50,001 - $100,0000.60CHTR0.95BuyBuySpouseDec 23, 2022$50,001 - $100,000mid $75KStockReviewmodelled
8SPAMAZON.COM INC—P12/02/202201/08/2023$50,001 - $100,0000.99AMZN0.92BuyBuySpouseDec 2, 2022$50,001 - $100,000mid $75KStockmodelled
9SPWELLS FARGO & CO—P12/14/202201/06/2023$50,001 - $100,0000.99WFC0.95BuyBuySpouseDec 14, 2022$50,001 - $100,000mid $75KStockmodelled
10SPCONNECTICUT ST GO REF—P12/14/202201/06/2023$50,001 - $100,0000.99—0.00BuyBuySpouseDec 14, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
11SPWARD CNTY ND GO—P12/08/202201/06/2023$50,001 - $100,0000.99—0.00BuyBuySpouseDec 8, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
12SPOMAHA NEB VAR PURP BDS—P12/18/202201/08/2023$15,001 - $50,0000.99—0.00BuyBuySpouseDec 18, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
13SPITT Inc—P12/28/202201/08/2023$15,001 - $50,0000.99ITT0.98BuyBuySpouseDec 28, 2022$15,001 - $50,000mid $32.5KStockmodelled
14SPSOLAREDGE TECHNOLOGIES—P12/15/202201/06/2023$15,001 - $50,0000.99SEDG0.95BuyBuySpouseDec 15, 2022$15,001 - $50,000mid $32.5KStockmodelled
15SPEPAM SYSTEMS INC SHS—P12/15/202201/06/2023$15,001 - $50,0000.99EPAM0.95BuyBuySpouseDec 15, 2022$15,001 - $50,000mid $32.5KStockmodelled
16SPACCENTURE PLC SHS—P12/15/202201/06/2023$15,001 - $50,0000.99ACN0.95BuyBuySpouseDec 15, 2022$15,001 - $50,000mid $32.5KStockmodelled
17SPENTEGRIS INC MINNESOTA—P12/07/202201/06/2023$15,001 - $50,0000.99—0.90BuyBuySpouseDec 7, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
18SPADOBE INC—P12/15/202201/06/2023$15,001 - $50,0000.99ADBE0.95BuyBuySpouseDec 15, 2022$15,001 - $50,000mid $32.5KStockmodelled
19SPAUTODESK INC DEL PVSO.01—P12/07/202201/06/2023$15,001 - $50,0000.99—0.00BuyBuySpouseDec 7, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
20SPINTUIT INC COM—P12/02/202201/06/2023$15,001 - $50,0000.99INTU0.95BuyBuySpouseDec 2, 2022$15,001 - $50,000mid $32.5KStockmodelled
21SPNVIDIA
OCR: date uncertain
—P12/15/202201/08/2023$15,001 - $50,0000.60NVDA0.95BuyBuySpouseDec 15, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
22SPAMAZONCOM INC—P12/21/202201/06/2023$15,001 - $50,0000.99AMZN0.92BuyBuySpouseDec 21, 2022$15,001 - $50,000mid $32.5KStockmodelled
23SPFortune Brafrids Hame & Security lnc—P12/18/202201/08/2023$15,001 - $50,0000.99—0.00BuyBuySpouseDec 18, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
24SPMobIlE AlA IndL DeV Brd
OCR: date uncertain
—P12/29/2022—$15,001 - $50,0000.60—0.00BuyBuySpouseDec 29, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
25SPFortune Brerds Home & Security Inic
OCR: date uncertain
—P11/28/2022—$1,001 - $15,0000.60—0.00BuyBuySpouseNov 28, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
26?Metpowereroup Inc.
OCR: owner unreadable, date uncertain
—S12/14/202201/08/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
27SPLGl Homes
OCR: date uncertain
—S12/14/202201/06/2023$1,001 - $15,0000.60—0.00SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
28SPFortune Brands Home & Security Inc—S12/14/202201/08/2023$1,001 - $15,0000.99—0.00SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
29SPWoodward, Inc.—S12/14/2022—$1,001 - $15,0000.99WWD0.95SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
30SPZons Bancoporstion NA—S12/14/202201/06/2023$1,001 - $15,0000.99—0.00SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
31SPLCI Industries
OCR: date uncertain
—S12/14/202201/06/2023$1,001 - $15,0000.60LCII0.95SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStockReviewmodelled
32SPTrton fntemationai Ltd Ordinary Shares—S12/14/202201/06/2023$1,001 - $15,0000.99—0.00SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStocknot modelled
33SPKennedy-wilson Holdings Inc—S12/14/202201/06/2023$1,001 - $15,0000.99—0.00SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
34SPGetes industrial Corp PLC—S12/14/202201/06/2023$1,001 - $15,0000.99—0.84SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
35SPWhite Mountains Insurance Group Ltd—S12/14/202201/06/2023$1,001 - $15,0000.99WTM0.95SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
36SPSimpson Manufacturing Co
OCR: date uncertain
—S12/14/202201/08/2023$1,001 - $15,0000.60SSD0.95SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStockReviewmodelled
37SPTriMas Corp—S12/14/202201/06/2023$1,001 - $15,0000.99TRS0.95SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
38SPFirstCash Holdings—S12/14/202201/06/2023$1,001 - $15,0000.99FCFS0.95SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
39SPKBR, tnc.—S12/14/202201/06/2023$1,001 - $15,0000.99—0.90SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
40SPPRIMERICA INC—S12/14/202201/06/2023$1,001 - $15,0000.99PRI0.95SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
41SPCrliste Companles, Inc.—S12/14/202201/06/2023$1,001 - $15,0000.99—0.00SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
42SPBeacon Rcofing Supply Inc Class A—S12/14/202201/06/2023$1,001 - $15,0000.99—0.00SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStocknot modelled
43SPBJ's Wholesale Club Holdings—S12/14/202201/06/2023$1,001 - $15,0000.99BJ0.95SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
44SPPLExUS CORP—S12/14/202201/06/2023$1,001 - $15,0000.99PLXS0.95SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
45SPGENPACT LTD
OCR: date uncertain
—S12/14/202201/06/2023$1,001 - $15,0000.60G0.95SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStockReviewmodelled
46SPHoulihan Lokey Ina—S12/14/202201/06/2023$1,001 - $15,0000.99—0.90SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
47SPInsight Enterprises, Inc.—S12/14/202201/08/2023$1,001 - $15,0000.99NSIT0.95SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
48SPRobert Half Internationel fnc.—S12/14/202201/06/2023$1,001 - $15,0000.99—0.00SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
49SPInterpubfic Grotp of Compenies fnc—S12/14/202201/06/2023$1,001 - $15,0000.99—0.00SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
50SPDanaldson Campany, Inc.—S12/14/202201/06/2023$1,001 - $15,0000.99—0.00SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
51SPnVent Electric—S12/14/202201/06/2023$1,001 - $15,0000.99NVT0.95SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
52SPFive Below Inc—S12/14/202201/06/2023$1,001 - $15,0000.99FIVE0.95SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
53SPArrow Electronics, Inc.—S12/14/202201/06/2023$1,001 - $15,0000.99ARW0.95SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
54SPHenry Schein, inc.—S12/14/202201/06/2023$1,001 - $15,0000.99HSIC0.95SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
55SPSkechers USA inc—S12/14/202201/06/2023$1,001 - $15,0000.99—0.00SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
56SPApplied Industrial Techinologies—S12/14/202201/06/2023$1,001 - $15,0000.99—0.89SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
57SPMasterBrand inc
OCR: date uncertain
—S12/16/202201/08/2023$1,001 - $15,0000.60MBC0.95SellSellSpouseDec 16, 2022$1,001 - $15,000mid $8KStockReviewmodelled
58SPO'REILLY AUTOMOTVE INC—S12/16/202201/06/2023$1,001 - $15,0000.99—0.83SellSellSpouseDec 16, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
59SPKEURIG DR PEPPER INC—S12/16/202201/06/2023$1,001 - $15,0000.99KDP0.95SellSellSpouseDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
60SPAON PLC REG SHS—S—01/06/2023$1,001 - $15,0000.99AON0.95SellSellSpouse—$1,001 - $15,000mid $8KStockReviewnot modelled
61SPLINDE PLG REG SHS
OCR: date uncertain
—S12/18/202201/06/2023$1,001 - $15,0000.60—0.90SellSellSpouseDec 18, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
62SPUNITEdHEAL TH GROuP INC—S12/16/202201/06/2023$1,001 - $15,0000.99UNH0.92SellSellSpouseDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
63SPASTRAZENECA PLC SPND ADR
OCR: date uncertain
—S12/16/202201/08/2023$1,001 - $15,0000.60—0.90SellSellSpouseDec 16, 2022$1,001 - $15,000mid $8KStockReviewnot modelled
64SPMONSTER BEVERAGE SHS—S12/16/202201/06/2023$1,001 - $15,0000.99MNST0.95SellSellSpouseDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
65SPASMLHLDGNVNY REGSHS—S12/16/202201/06/2023$1,001 - $15,0000.99—0.00SellSellSpouseDec 16, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
66SPPAYPAL HOLDINGS INC SHS—S12/16/202201/06/2023$1,001 - $15,0000.99PYPL0.95SellSellSpouseDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
67SPISHARES CORE S&P SMALL-CAP ETF—S12/14/202201/08/2023$1,001 - $15,0000.99IJR0.95SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KEtfmodelled
68SPMASTERCARD INC—S12/16/202201/06/2023$1,001 - $15,0000.99MA0.95SellSellSpouseDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
69SPAUTOMATIC DATA PROC—S12/16/202201/06/2023$1,001 - $15,0000.99—0.00SellSellSpouseDec 16, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
70SPBOSTON SCIENTIFIC CORP—S12/16/202201/06/2023$1,001 - $15,0000.99BSX0.95SellSellSpouseDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
71SPADOBE INC
OCR: date uncertain
—S12/18/202201/06/2023$1,001 - $15,0000.60ADBE0.95SellSellSpouseDec 18, 2022$1,001 - $15,000mid $8KStockReviewmodelled
72SPINTUIT INC COM
OCR: date uncertain
—S12/13/202201/06/2023$1,001 - $15,0000.60INTU0.95SellSellSpouseDec 13, 2022$1,001 - $15,000mid $8KStockReviewmodelled
73SPFISERVINC WISC PV 1CT
OCR: date uncertain
—S12/01/202201/06/2023$1,001 - $15,0000.60—0.00SellSellSpouseDec 1, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
74SPACCENTUREPLC SHS—S12/16/202201/06/2023$1,001 - $15,0000.99—0.00SellSellSpouseDec 16, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
75SPEPAM SYSTEMS INC SHS—S12/16/202201/06/2023$1,001 - $15,0000.99EPAM0.95SellSellSpouseDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
76SPFLEETCOR TECHNOLOGIS INC—S12/16/202201/08/2023$1,001 - $15,0000.99—0.00SellSellSpouseDec 16, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
77SPVanguard Long-Tern Tax-Exempt Fund Admiral Shares.—S12/14/202201/08/2023$1,001 - $15,0000.99—0.00SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KMutual fundnot modelled
78SPNEUROCRINE BIOSCNCE INC—S12/16/202201/06/2023$1,001 - $15,0000.99—0.83SellSellSpouseDec 16, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
79SPAMAZON COM ING COM—S12/16/202201/06/2023$1,001 - $15,0000.99AMZN0.95SellSellSpouseDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
80SPMORGAN STANLEY—S12/14/202201/06/2023$1,001 - $15,0000.99MS0.95SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
81SPSAFRAN SA—S12/14/202201/06/2023$1,001 - $15,0000.99SAFRY0.95SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
82SPUBERTY BROADBAND—S12/14/202201/06/2023$1,001 - $15,0000.99—0.82SellSellSpouseDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
83SPKANSAS ST DEPT TRANSN—S12/19/202201/06/2023$15,001 - $50,0000.99—0.00SellSellSpouseDec 19, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
84SPCOMCAST CORP—S12/14/202201/06/2023$15,001 - $50,0000.99CMCSA0.95SellSellSpouseDec 14, 2022$15,001 - $50,000mid $32.5KStockmodelled
85SPCITIGROUP INC—S12/14/202201/06/2023$15,001 - $50,0000.99C0.95SellSellSpouseDec 14, 2022$15,001 - $50,000mid $32.5KStockmodelled
86SPMETA PLATFORMS INC—S12/14/202201/06/2023$15,001 - $50,0000.99META0.95SellSellSpouseDec 14, 2022$15,001 - $50,000mid $32.5KStockmodelled
87SPSHELL PLC—S12/14/202201/06/2023$15,001 - $50,0000.99SHEL0.95SellSellSpouseDec 14, 2022$15,001 - $50,000mid $32.5KStockmodelled
88SPNEW YORK CITY NY HDC MF—S12/30/202201/06/2023$15,001 - $50,0000.99—0.00SellSellSpouseDec 30, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
89SPALPHABET INC SHS CLA—S12/16/202201/06/2023$15,001 - $50,0000.99GOOGL0.95SellSellSpouseDec 16, 2022$15,001 - $50,000mid $32.5KStockmodelled
90SPVanguard Long-Term Tax-Exsmpt Fund Admiral Shares—S12/14/202201/06/2023$15,001 - $50,0000.99—0.00SellSellSpouseDec 14, 2022$15,001 - $50,000mid $32.5KMutual fundnot modelled
91SPGENERAL ELECTRIC CO—S12/14/202201/06/2023$15,001 - $50,0000.99GE0.95SellSellSpouseDec 14, 2022$15,001 - $50,000mid $32.5KStockmodelled
92SPAMAZON.COM 1NC—S12/14/202201/06/2023$15,001 - $50,0000.99—0.00SellSellSpouseDec 14, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
93SPVISA INC CLA SHRS—S12/18/202201/06/2023$15,001 - $50,0000.99—0.00SellSellSpouseDec 18, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
94SPGOLDMAN SACHS GROUP INC—S12/14/202201/06/2023$15,001 - $50,0000.99GS0.95SellSellSpouseDec 14, 2022$15,001 - $50,000mid $32.5KStockmodelled
95SPMINNESOTA ST GO STATE
OCR: date uncertain
—S12/19/202211/06/2023$15,001 - $50,0000.60—0.00SellSellSpouseDec 19, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
96SPTACOMA WASH SWR REV REF—S12/19/202201/06/2023$15,001 - $50,0000.99—0.00SellSellSpouseDec 19, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
97?KEURIG DR PEPPER INC
OCR: owner unreadable
—S12/15/2022—$15,001 - $50,0000.60KDP0.95SellSellUnknownDec 15, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
98?MICROSOFT CORP
OCR: owner unreadable
—S12/16/202201/06/2023$15,001 - $50,0000.60MSFT0.95SellSellUnknownDec 16, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
99?BOSTON SCIENTIFIC CORP
OCR: owner unreadable
—S12/07/202201/06/2023$15,001 - $50,0000.60BSX0.95SellSellUnknownDec 7, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
100?VANGUARD INDEX FUNDS S&P 500 ETF
OCR: owner unreadable
—S12/14/202201/06/2023$15,001 - $50,0000.60—0.90SellSellUnknownDec 14, 2022$15,001 - $50,000mid $32.5KEtfReviewnot modelled
101?NETFLIX INC
OCR: owner unreadable
—S12/14/202201/06/2023$15,001 - $50,0000.60NFLX0.95SellSellUnknownDec 14, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
102?AON PLC REG SHS
OCR: owner unreadable
—S12/15/202201/06/2023$15,001 - $50,0000.60AON0.95SellSellUnknownDec 15, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
103?ISHARES CORE S&P SMALL-CAP ETF
OCR: owner unreadable
—S12/14/202201/06/2023$15,001 - $50,0000.60IJR0.95SellSellUnknownDec 14, 2022$15,001 - $50,000mid $32.5KEtfReviewmodelled
104?SCHWAB CHARLES CORP NEW
OCR: owner unreadable
—S12/05/202201/06/2023$15,001 - $50,0000.60SCHW0.95SellSellUnknownDec 5, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
105?MARRIOTTINTERNATIONAL
OCR: owner unreadable
—S12/02/202201/06/2023$15,001 - $50,0000.60MAR0.92SellSellUnknownDec 2, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
106?SCHWAB CHARLES CORP NEW
OCR: owner unreadable, date uncertain
—S12/15/202201/06/2023$50,001 - $100,0000.60SCHW0.95SellSellUnknownDec 15, 2022$50,001 - $100,000mid $75KStockReviewmodelled
107?O'REILLY AuTOMOTIVE INC
OCR: owner unreadable
—S12/15/202201/06/2023$50,001 - $100,0000.60ORLY0.92SellSellUnknownDec 15, 2022$50,001 - $100,000mid $75KStockReviewmodelled
108?HILTONWORLDWDE HOLDINGS
OCR: owner unreadable, date uncertain
—S12/01/202201/08/2023$50,001 - $100,0000.60—0.84SellSellUnknownDec 1, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
109?NYS DORM AT ST PERS INC
OCR: owner unreadable, date uncertain
—S12/15/202201/06/2023$50,001 - $100,0000.60—0.00SellSellUnknownDec 15, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
110?NEWYORK ST HSG FINAGY
OCR: owner unreadable
—S12/16/202201/06/2023$50,001 - $100,0000.60—0.00SellSellUnknownDec 16, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
111?BREVARD CNTY FLA HSG FIN
OCR: owner unreadable
—S12/01/202201/06/2023$50,001 - $100,0000.60—0.00SellSellUnknownDec 1, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
112?NEW JERSEY ST HEA STUD
OCR: owner unreadable, date uncertain
—S12/01/202201/08/2023$50,001 - $100,0000.60—0.00SellSellUnknownDec 1, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
113?AON PLC
OCR: owner unreadable
—S12/13/202201/08/2023$50,001 - $100,0000.60AON0.95SellSellUnknownDec 13, 2022$50,001 - $100,000mid $75KStockReviewmodelled
114?KEURIG DR PEPPER INC
OCR: owner unreadable, date uncertain
—S12/20/202201/06/2023$50,001 - $100,0000.60KDP0.95SellSellUnknownDec 20, 2022$50,001 - $100,000mid $75KStockReviewmodelled
115?PORTAUTHNY & N J
OCR: owner unreadable
—S12/01/202201/08/2023$100,001 - $250,0000.60—0.00SellSellUnknownDec 1, 2022$100,001 - $250,000mid $175KUnknownReviewnot modelled
116?LICKING CO OH
OCR: owner unreadable
—S12/01/202201/06/2023$100,001 - $250,0000.60—0.00SellSellUnknownDec 1, 2022$100,001 - $250,000mid $175KUnknownReviewnot modelled
117?CHICAGO ILL Q HARE INTL
OCR: owner unreadable
—S12/19/202201/06/2023$100,001 - $250,0000.60—0.00SellSellUnknownDec 19, 2022$100,001 - $250,000mid $175KUnknownReviewnot modelled
118?VANGUARD INDEX FUNDS S&P 50O ETF
OCR: owner unreadable
—S12/14/202201/06/2023$100,001 - $250,0000.60—0.00SellSellUnknownDec 14, 2022$100,001 - $250,000mid $175KEtfReviewnot modelled
119?RECURRING CAPITAL PARTNERS II
OCR: owner unreadable, date uncertain
—P12/19/202201/08/2023$100,001 - $250,0000.60—0.00BuyBuyUnknownDec 19, 2022$100,001 - $250,000mid $175KUnknownReviewnot modelled
120?LEWIS & CLARK AGRIFOOD FUND II LP
OCR: owner unreadable, date uncertain
—P12/28/202201/08/2023$50,001 - $100,0000.60—0.00BuyBuyUnknownDec 28, 2022$50,001 - $100,000mid $75KMutual fundReviewnot modelled
121?INTEL CORP
OCR: owner unreadable
—P12/14/202201/08/2023$100,001 - $250,0000.60INTC0.95BuyBuyUnknownDec 14, 2022$100,001 - $250,000mid $175KStockReviewmodelled
122?FEDEX CORP DELAWARE COM
OCR: owner unreadable
—P12/27/202201/06/2023$100,001 - $250,0000.60—0.00BuyBuyUnknownDec 27, 2022$100,001 - $250,000mid $175KUnknownReviewnot modelled
123?FidelIty natl Info SVcs
OCR: owner unreadable, date uncertain
—P12/02/202201/06/2023$100,001 - $250,0000.60FIS0.95BuyBuyUnknownDec 2, 2022$100,001 - $250,000mid $175KStockReviewmodelled
124?FIDELITY NATL INFO SVCS
OCR: owner unreadable
—P12/01/202201/08/2023$100,001 - $250,0000.60FIS0.95BuyBuyUnknownDec 1, 2022$100,001 - $250,000mid $175KStockReviewmodelled
125?ADVANCE AUTO PARTS INC
OCR: owner unreadable
—P12/05/202201/06/2023$50,001 - $100,0000.60AAP0.95BuyBuyUnknownDec 5, 2022$50,001 - $100,000mid $75KStockReviewmodelled
126?WARNER BROS DISCOVERY
OCR: owner unreadable
—P12/14/202201/08/2023$50,001 - $100,0000.60WBD0.92BuyBuyUnknownDec 14, 2022$50,001 - $100,000mid $75KStockReviewmodelled
127?WARNER BROS DISCOVERY
OCR: owner unreadable
—P12/15/202201/06/2023$50,001 - $100,0000.60WBD0.92BuyBuyUnknownDec 15, 2022$50,001 - $100,000mid $75KStockReviewmodelled
128?WARNERBROSDISCOVERY
OCR: owner unreadable
—P12/16/202201/08/2023$50,001 - $100,0000.60WBD0.92BuyBuyUnknownDec 16, 2022$50,001 - $100,000mid $75KStockReviewmodelled
129?ADVANCE AUTO PARTS INC
OCR: owner unreadable
—P12/06/202201/06/2023$1,001 - $15,0000.60AAP0.95BuyBuyUnknownDec 6, 2022$1,001 - $15,000mid $8KStockReviewmodelled
130?NEWELL BRANDS INC
OCR: owner unreadable
—S12/05/202201/06/2023$15,001 - $50,0000.60NWL0.95SellSellUnknownDec 5, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
131?NEWELL BRANDS INC
OCR: owner unreadable
—S12/23/202201/06/2023$15,001 - $50,0000.60NWL0.95SellSellUnknownDec 23, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
132?NEWELLBRANDSINC
OCR: owner unreadable
—S12/28/202201/06/2023$50,001 - $100,0000.60NWL0.92SellSellUnknownDec 28, 2022$50,001 - $100,000mid $75KStockReviewmodelled
133?NEWELL BRANDS INC
OCR: owner unreadable
—S12/06/202201/06/2023$50,001 - $100,0000.60NWL0.95SellSellUnknownDec 6, 2022$50,001 - $100,000mid $75KStockReviewmodelled
134?MURPHY OIL CORP
OCR: owner unreadable
—S12/14/202201/06/2023$50,001 - $100,0000.60MUR0.95SellSellUnknownDec 14, 2022$50,001 - $100,000mid $75KStockReviewmodelled
135?MURPHY OIL CORP
OCR: owner unreadable
—S12/16/202201/06/2023$50,001 - $100,0000.60MUR0.95SellSellUnknownDec 16, 2022$50,001 - $100,000mid $75KStockReviewmodelled
136?MURPHY OIL CORP
OCR: owner unreadable
—S12/15/202201/06/2023$50,001 - $100,0000.60MUR0.95SellSellUnknownDec 15, 2022$50,001 - $100,000mid $75KStockReviewmodelled
137?NEWELL BRANDS 1NC
OCR: owner unreadable
—S12/27/202201/06/2023$50,001 - $100,0000.60—0.90SellSellUnknownDec 27, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
138?CONAGRA BRANDS INC
OCR: owner unreadable
—S12/01/202201/06/2023$100,001 - $250,0000.60CAG0.95SellSellUnknownDec 1, 2022$100,001 - $250,000mid $175KStockReviewmodelled
139?CONAGRA BRAND'S INC
OCR: owner unreadable
—S12/02/202201/06/2023$100,001 - $250,0000.60CAG0.92SellSellUnknownDec 2, 2022$100,001 - $250,000mid $175KStockReviewmodelled
140?CHEVRON CORP
OCR: owner unreadable, date uncertain
—S12/14/202201/08/2023$100,001 - $250,0000.60CVX0.95SellSellUnknownDec 14, 2022$100,001 - $250,000mid $175KStockReviewmodelled
141?ISHARES CORE S&P TOTAL
OCR: owner unreadable
—P12/28/202201/08/2023Over $1,000,0000.60—0.00BuyBuyUnknownDec 28, 2022Over $1,000,000mid $1MEtfReviewnot modelled
142?VANGUARD FTSE EMERGING
OCR: owner unreadable
—P12/29/202201/06/2023Over $1,000,0000.60—0.00BuyBuyUnknownDec 29, 2022Over $1,000,000mid $1MUnknownReviewnot modelled
143?HARDINGLOEVNERINTL
OCR: owner unreadable
—P12/14/202201/08/2023$50,001 - $100,0000.60—0.00BuyBuyUnknownDec 14, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
144?DFA EMERGING MARKETS
OCR: owner unreadable
—P12/14/202201/06/2023$1,001 - $15,0000.60—0.00BuyBuyUnknownDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
145?VANGUARD TOTAL STOCK
OCR: owner unreadable
—S12/23/202201/06/2023$1,001 - $15,0000.60—0.90SellSellUnknownDec 23, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
146?ISHARESCORES&PTOTAL
OCR: owner unreadable
—S12/29/202201/06/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 29, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
147?VANGUARD TOTAL STK MKT
OCR: owner unreadable
—S12/29/202201/06/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 29, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
148?DFA EMERGING MARKETS
OCR: owner unreadable
—S12/27/202201/06/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 27, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
149?DFA EMERGING MARKETS
OCR: owner unreadable
—S12/27/202201/06/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 27, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
150?DFAEMERGINGMARKETS
OCR: owner unreadable
—S12/27/202201/06/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 27, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
151?DFAEMERGINGMARKETS
OCR: owner unreadable
—S12/27/202201/08/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 27, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
152?DFA EMERGING MARKETS
OCR: owner unreadable, date uncertain
—S12/27/202201/08/2023$15,001 - $50,0000.60—0.00SellSellUnknownDec 27, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
153?DFA EMERGING MARKETS
OCR: owner unreadable
—S12/27/202201/06/2023$15,001 - $50,0000.60—0.00SellSellUnknownDec 27, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
154?DFA EMERGING MARKETS
OCR: owner unreadable
—S12/27/202201/06/2023$15,001 - $50,0000.60—0.00SellSellUnknownDec 27, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
155?DFA EMERGING MARKETS
OCR: owner unreadable, date uncertain
—S12/27/202201/08/2023$15,001 - $50,0000.60—0.00SellSellUnknownDec 27, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
156?DFA EMERGING MARKETS
OCR: owner unreadable
—S12/27/202201/06/2023$15,001 - $50,0000.60—0.00SellSellUnknownDec 27, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
157?DFA EMERGING MARKETS
OCR: owner unreadable
—S12/27/202201/06/2023Over $1,000,0000.60—0.00SellSellUnknownDec 27, 2022Over $1,000,000mid $1MUnknownReviewnot modelled
158?VANGUARDTOTALSTKMKT
OCR: owner unreadable
—S12/28/202201/06/2023Over $1,000,0000.60—0.00SellSellUnknownDec 28, 2022Over $1,000,000mid $1MUnknownReviewnot modelled
159DCLAZARD INTERNATIONAL—S12/29/202201/06/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 29, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
160DCLOSANGELES CALIF DEPT—P12/01/202201/06/2023$100,001 - $250,0000.99—0.00BuyBuyDependentDec 1, 2022$100,001 - $250,000mid $175KUnknownReviewnot modelled
161DCKINg CO WA SCH DT#411—P12/05/202201/06/2023$50,001 - $100,0000.99—0.00BuyBuyDependentDec 5, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
162DCNEW YORK CITY NY HDC MF—P12/08/202201/06/2023$50,001 - $100,0000.99—0.00BuyBuyDependentDec 8, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
163DCVA ShALL BuSINESS FING—P12/14/202201/06/2023$50,001 - $100,0000.99—0.00BuyBuyDependentDec 14, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
164DCMASSacHuSEtTS ST SPL—P12/08/202201/08/2023$50,001 - $100,0000.99—0.00BuyBuyDependentDec 8, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
165DCCHARTER COMMUNICATIONS INC—P12/23/202201/06/2023$50,001 - $100,0000.99CHTR0.95BuyBuyDependentDec 23, 2022$50,001 - $100,000mid $75KStockmodelled
166DCAMAZON.COM INC
OCR: date uncertain
—P12/02/202201/08/2023$50,001 - $100,0000.60AMZN0.92BuyBuyDependentDec 2, 2022$50,001 - $100,000mid $75KStockReviewmodelled
167DCWELLS FARGO & CO—P12/14/202201/06/2023$50,001 - $100,0000.99WFC0.95BuyBuyDependentDec 14, 2022$50,001 - $100,000mid $75KStockmodelled
168DCCONNECTICUT ST GO REF—P12/14/202201/06/2023$50,001 - $100,0000.99—0.00BuyBuyDependentDec 14, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
169DCWARD CNTY ND GO—P12/08/202201/06/2023$15,001 - $50,0000.99—0.00BuyBuyDependentDec 8, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
170DCOMAHA NEB VAR PURP BDS—P12/16/202201/08/2023$15,001 - $50,0000.99—0.00BuyBuyDependentDec 16, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
171DCItt inc—P12/28/202201/06/2023$15,001 - $50,0000.99ITT0.98BuyBuyDependentDec 28, 2022$15,001 - $50,000mid $32.5KStockmodelled
172DCBOLAREDGE TECHNOLOGIES—P12/15/202201/06/2023$15,001 - $50,0000.99—0.86BuyBuyDependentDec 15, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
173DCEPAM SYSTEMS INC SHS
OCR: date uncertain
—P12/15/202201/08/2023$15,001 - $50,0000.60EPAM0.95BuyBuyDependentDec 15, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
174DCACCENTURE PLC SHS—P12/15/202201/06/2023$15,001 - $50,0000.99ACN0.95BuyBuyDependentDec 15, 2022$15,001 - $50,000mid $32.5KStockmodelled
175DCENTEGRIS INC MINNESOTA—P12/07/202201/06/2023$15,001 - $50,0000.99—0.90BuyBuyDependentDec 7, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
176DCADOBE INC—P—01/06/2023$15,001 - $50,0000.99ADBE0.95BuyBuyDependent—$15,001 - $50,000mid $32.5KStockReviewnot modelled
177DCAUTODESK INC DEL PV$0.01—P12/07/202201/06/2023$15,001 - $50,0000.99—0.00BuyBuyDependentDec 7, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
178DCINTUIT INC COM—P12/02/202201/06/2023$15,001 - $50,0000.99INTU0.95BuyBuyDependentDec 2, 2022$15,001 - $50,000mid $32.5KStockmodelled
179DCNVDIA—P12/15/202201/06/2023$15,001 - $50,0000.99—0.82BuyBuyDependentDec 15, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
180DCAMAZON.COM INC—P12/21/202201/06/2023$15,001 - $50,0000.99AMZN0.92BuyBuyDependentDec 21, 2022$15,001 - $50,000mid $32.5KStockmodelled
181DCFortune Brands Home & Security Inc—P12/19/202201/06/2023$15,001 - $50,0000.99—0.00BuyBuyDependentDec 19, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
182DCMOBILE ALA INDL DEV BRD—P12/29/202201/06/2023$1,001 - $15,0000.99—0.00BuyBuyDependentDec 29, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
183DCFortume Brands Home & Security Inc
OCR: date uncertain
—P11/29/202201/06/2023$1,001 - $15,0000.60—0.00BuyBuyDependentNov 29, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
184DCManpowerGroup Inc.—S—01/06/2023$1,001 - $15,0000.99MAN0.95SellSellDependent—$1,001 - $15,000mid $8KStockReviewnot modelled
185DCLGI Homes—S12/14/202201/08/2023$1,001 - $15,0000.99LGIH0.95SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
186DCFortune Brands Home & Security Inc—S12/14/202201/06/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
187DCWoodwerd, Inc.—S12/14/202201/08/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
188DCZions Bancorporation NA—S12/14/202201/08/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
189DCLCI Industrtes—S12/14/2022—$1,001 - $15,0000.99—0.84SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
190DCTrton International Ltd Ondimary Shares
OCR: date unreadable
—S——$1,001 - $15,0000.30—0.00SellSellDependent—$1,001 - $15,000mid $8KUnknownReviewnot modelled
191DCKeninecy-Wilson Heldings Inc—S12/14/202201/06/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
192DCCates Inidustial Qorp PLG
OCR: date unreadable, low text confidence
—S——$1,001 - $15,0000.30—0.00SellSellDependent—$1,001 - $15,000mid $8KUnknownReviewnot modelled
193DCWhite ountalns Insurance Broup Ltd—S12/14/202201/08/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
194DCSimpson Mantffacturr'g Co—S—01/06/2023$1,001 - $15,0000.99—0.00SellSellDependent—$1,001 - $15,000mid $8KUnknownReviewnot modelled
195DCTrMas corg
OCR: low text confidence
—S—01/06/2023$1,001 - $15,0000.60—0.00SellSellDependent—$1,001 - $15,000mid $8KUnknownReviewnot modelled
196DCFirstoash Hoikdings—S12/14/202201/06/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
197DCKBR, ino.—S12/14/2022—$1,001 - $15,0000.99—0.90SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
198DCPRIMERICA INC—S12/14/202201/06/2023$1,001 - $15,0000.99PRI0.95SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
199DCCarliele Companies, Inc.—S12/14/202201/06/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
200DCBeaeon Roofng Supply Inc Class A—S12/14/2022—$1,001 - $15,0000.99—0.00SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KStocknot modelled
201DCBJ's Wholesale Club Holdings—S12/04/202201/08/2023$1,001 - $15,0000.99BJ0.95SellSellDependentDec 4, 2022$1,001 - $15,000mid $8KStockmodelled
202DCPLEXUS cORP
OCR: date uncertain
—S12/14/202204/06/2023$1,001 - $15,0000.60PLXS0.95SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KStockReviewmodelled
203DCGENPACT'LTD—S12/14/202201/06/2023$1,001 - $15,0000.99G0.95SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
204DCHoutihan Lakey Inc.—S12/14/202201/06/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
205DCInaignt Enterprises, Inc.—S12/14/202201/06/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
206DCRobert Half Internatianal Inc.—S12/14/202201/06/2023$1,001 - $15,0000.99—0.90SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
207DCInterpublic Group af Compenles Ine—S12/14/202201/08/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
208DCDanaldscn Campany, Inc.—S12/14/202201/06/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
209—nVant Electrie
OCR: date uncertain
—S12/14/2022—$1,001 - $15,0000.60—0.00SellSellSelfDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
210DCFive Balow Ine
OCR: low text confidence
—S12/14/2022—$1,001 - $15,0000.60—0.00SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
211DCArrow Eledtranfcs, Ino.
OCR: low text confidence
—S12/14/2022—$1,001 - $15,0000.60—0.00SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
212?Hentry Seheln, Ir.
OCR: owner unreadable
—S12/14/202201/06/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
213?Skechers USA Ine
OCR: owner unreadable
—S12/14/202201/06/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
214?Applled (ridustral Kechnclogies
OCR: owner unreadable
—S12/14/202201/06/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
215DCO'REILLY AUTOMOTIVE INC—S12/16/2022—$1,001 - $15,0000.99ORLY0.92SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
216DCMastererand Ine—S12/15/202201/08/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 15, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
217DCKEURIG dR.PEPPER INC—S12/16/2022—$1,001 - $15,0000.99KDP0.92SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
218DCAON PLC REG SHS—S12/16/202201/08/2023$1,001 - $15,0000.99AON0.95SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
219DCLINDE 'PLC REG SHS
OCR: date uncertain
—S12/16/202201/08/2023$1,001 - $15,0000.60LIN0.95SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KStockReviewmodelled
220DCUNITEDHEAL TH GROUP INg—S12/16/2022—$1,001 - $15,0000.99UNH0.92SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
221DCASTRAZENECA PLC SPND ADR—S12/16/202201/06/2023$1,001 - $15,0000.99—0.90SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KStockReviewnot modelled
222DCMONSTER BEVERAGE SHS—S12/16/202201/08/2023$1,001 - $15,0000.99MNST0.95SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
223DCASML HLDG NV NY REG SHS—S12/16/202201/06/2023$1,001 - $15,0000.99ASML0.95SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
224DCPAYPAL HOLDINGS INC SHS—S12/16/202201/06/2023$1,001 - $15,0000.99PYPL0.95SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
225DCISHARES CORE S&P SMALL-CAP ETF—S12/14/202201/06/2023$1,001 - $15,0000.99IJR0.95SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KEtfmodelled
226DCMASTERCARD INC—S12/16/202201/06/2023$1,001 - $15,0000.99MA0.95SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
227DCAUTOMATIC DATA PROC—S12/16/202201/08/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
228DCBOSTON SCIENTIFIC CORP—S12/16/202201/06/2023$1,001 - $15,0000.99BSX0.95SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
229DCADOBE INC—S12/18/202201/06/2023$1,001 - $15,0000.99ADBE0.95SellSellDependentDec 18, 2022$1,001 - $15,000mid $8KStockmodelled
230DCINTUIT INC—S12/16/202201/06/2023$1,001 - $15,0000.99INTU0.95SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
231DCFISERV INC WISC PV 1CT—S12/16/202201/08/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
232DCACCENTURE PLC SHS—S12/16/202201/06/2023$1,001 - $15,0000.99ACN0.95SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
233DCMORGAN STANLEY—S12/14/202201/08/2023$1,001 - $15,0000.99MS0.95SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
234DCEPAM SYSTEMS INC SHS—S12/16/202201/08/2023$1,001 - $15,0000.99EPAM0.95SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KStockmodelled
235DCSAFRAN SA—S12/14/202201/06/2023$1,001 - $15,0000.99SAFRY0.95SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
236DCLIBERTY BROADBAND—S12/14/202201/06/2023$1,001 - $15,0000.99LBRDK0.95SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
237DCFLEETCOR TECHNOLOGIS INC
OCR: date uncertain
—S12/16/202201/06/2023$1,001 - $15,0000.60—0.00SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
238DCVanguard Long-Terrn Tax-Exempt Fund Admiral Shares—S12/14/202201/06/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KMutual fundnot modelled
239DCNEUROCRINE BIOSCNCE INC—S12/16/202201/06/2023$1,001 - $15,0000.99—0.83SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
240DCAMAZON COM INC COM
OCR: date uncertain
—S12/16/202211/06/2023$1,001 - $15,0000.60AMZN0.95SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KStockReviewmodelled
241DCCOMCAST CORP—S12/14/202201/06/2023$1,001 - $15,0000.99CMCSA0.95SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
242?CITIGROUP INC
OCR: owner unreadable
—S12/14/202201/06/2023$1,001 - $15,0000.60C0.95SellSellUnknownDec 14, 2022$1,001 - $15,000mid $8KStockReviewmodelled
243DCKANSAS ST DEPT TRANSN—S12/19/202201/08/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 19, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
244DCMETA PLATFORMS INC—S12/14/202201/08/2023$1,001 - $15,0000.99META0.95SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
245DCShell Ple.—S12/14/202201/06/2023$1,001 - $15,0000.99—0.90SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
246DCGENERAL ELECTRIC CO—S12/14/202201/06/2023$1,001 - $15,0000.99GE0.95SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
247DCAMAZON.COM INC—S12/14/202201/08/2023$1,001 - $15,0000.99AMZN0.92SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
248DCNEW YORK CITY NY HDC MF—S12/30/202201/06/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 30, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
249DCALPHABET INC SHS CL A—S12/16/202201/06/2023$1,001 - $15,0000.99—0.90SellSellDependentDec 16, 2022$1,001 - $15,000mid $8KStockReviewnot modelled
250DCGOLDMAN SACHS GROUP INC—S12/14/202201/06/2023$1,001 - $15,0000.99GS0.95SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KStockmodelled
251DCVenguard Long-Term Tax-Exempt Fund Admiral Shares—S12/14/202201/08/2023$1,001 - $15,0000.99—0.00SellSellDependentDec 14, 2022$1,001 - $15,000mid $8KMutual fundnot modelled
252DCVISA INC CL A SHRS—S—01/06/2023$15,001 - $50,0000.99—0.00SellSellDependent—$15,001 - $50,000mid $32.5KStockReviewnot modelled
253DCMINNESOTA ST GO STATE—S12/19/202201/06/2023$15,001 - $50,0000.99—0.00SellSellDependentDec 19, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
254DCTACOMA WASH SWR REV REF—S12/19/202201/06/2023$15,001 - $50,0000.99—0.00SellSellDependentDec 19, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
255DCNETFLIX INC—S12/14/202201/06/2023$15,001 - $50,0000.99NFLX0.95SellSellDependentDec 14, 2022$15,001 - $50,000mid $32.5KStockmodelled
256DCKEURIG DR PEPPER INC—S12/15/202201/06/2023$15,001 - $50,0000.99KDP0.95SellSellDependentDec 15, 2022$15,001 - $50,000mid $32.5KStockmodelled
257DCMicrosoft corP
OCR: date uncertain
—S12/18/202201/08/2023$15,001 - $50,0000.60MSFT0.95SellSellDependentDec 18, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
258DCBOSTON SCIENTIFIC CORP—S12/07/202201/06/2023$15,001 - $50,0000.99BSX0.95SellSellDependentDec 7, 2022$15,001 - $50,000mid $32.5KStockmodelled
259DCVANGUARD INDEX FUNDS S&P 5OOETF—S12/14/202201/06/2023$15,001 - $50,0000.99—0.00SellSellDependentDec 14, 2022$15,001 - $50,000mid $32.5KEtfnot modelled
260DCAON PLC REG SHS—S12/15/202201/06/2023$15,001 - $50,0000.99AON0.95SellSellDependentDec 15, 2022$15,001 - $50,000mid $32.5KStockmodelled
261DCMARRIOTT INTERNATIONAL
OCR: date uncertain
—S12/02/202201/06/2023$15,001 - $50,0000.60MAR0.95SellSellDependentDec 2, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
262DCISHARES CORE S&P SMALL-CAP ET—S12/14/202201/06/2023$15,001 - $50,0000.99—0.88SellSellDependentDec 14, 2022$15,001 - $50,000mid $32.5KEtfReviewnot modelled
263DCSCHWAB CHARLES CORP NEW—S12/05/202201/08/2023$15,001 - $50,0000.99SCHW0.95SellSellDependentDec 5, 2022$15,001 - $50,000mid $32.5KStockmodelled
264DCHILTON WORLDWIDE: HOLDINGS
OCR: date uncertain
—S12/01/202201/08/2023$15,001 - $50,0000.60HLT0.95SellSellDependentDec 1, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
265DCSCHWAB CHARLES CORP NEW
OCR: date uncertain
—S12/15/202201/06/2023$15,001 - $50,0000.60SCHW0.95SellSellDependentDec 15, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
266DCO'REILLY AUTOMOTVE INC—S12/15/202201/06/2023$15,001 - $50,0000.99—0.83SellSellDependentDec 15, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
267DCAON PLC
OCR: date uncertain
—S12/13/202201/08/2023$50,001 - $100,0000.60AON0.95SellSellDependentDec 13, 2022$50,001 - $100,000mid $75KStockReviewmodelled
268DCNYS DORM AT ST PERS INC
OCR: date uncertain
—S12/15/202201/08/2023$50,001 - $100,0000.60—0.00SellSellDependentDec 15, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
269DCNEW YORK ST HSG FIN AGY
OCR: date uncertain
—S12/16/202201/08/2023$50,001 - $100,0000.60—0.00SellSellDependentDec 16, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
270DCBREVARD CNTY FLA HSG FIN—S12/01/202201/06/2023$50,001 - $100,0000.99—0.00SellSellDependentDec 1, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
271DCNEw JERSEY ST HEA STUD—S12/01/202201/06/2023$50,001 - $100,0000.99—0.00SellSellDependentDec 1, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
272DCKEURIG DR PEPPER INC—S12/20/202201/06/2023$50,001 - $100,0000.99KDP0.95SellSellDependentDec 20, 2022$50,001 - $100,000mid $75KStockmodelled
273DCPoRt AUTH NnY & n J—S12/01/202201/06/2023$50,001 - $100,0000.99—0.00SellSellDependentDec 1, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
274DCLICKING CO OH—S12/01/202201/06/2023$50,001 - $100,0000.99—0.00SellSellDependentDec 1, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
275DCCHiAGO ILL O HARE INTL—S12/19/202201/08/2023$50,001 - $100,0000.99—0.00SellSellDependentDec 19, 2022$50,001 - $100,000mid $75KUnknownReviewnot modelled
276DCVANGUARD INDEX FUNDS S&P 5OO ETF—S12/14/202201/06/2023$100,001 - $250,0000.99—0.00SellSellDependentDec 14, 2022$100,001 - $250,000mid $175KEtfnot modelled
277DCRECURRING CAPITAL PARTNERS II—P—01/06/2023$100,001 - $250,0000.99—0.00BuyBuyDependent—$100,001 - $250,000mid $175KUnknownReviewnot modelled
278DCLEWIS & CLARK AGRIFOOD FUND II LP—P12/28/202201/06/2023$50,001 - $100,0000.99—0.00BuyBuyDependentDec 28, 2022$50,001 - $100,000mid $75KMutual fundnot modelled
279DCINTEL CORP—P12/14/202201/08/2023$50,001 - $100,0000.99INTC0.95BuyBuyDependentDec 14, 2022$50,001 - $100,000mid $75KStockmodelled
280DCFEDEX CORP DELAWARE COM—P12/27/202201/08/2023$15,001 - $50,0000.99—0.00BuyBuyDependentDec 27, 2022$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
281DCFIDELITY NATL INFO SVCS—P12/02/202201/06/2023$15,001 - $50,0000.99FIS0.95BuyBuyDependentDec 2, 2022$15,001 - $50,000mid $32.5KStockmodelled
282DCFIDELITY NATL INFO SVCS—P12/01/202201/08/2023$15,001 - $50,0000.99FIS0.95BuyBuyDependentDec 1, 2022$15,001 - $50,000mid $32.5KStockmodelled
283DCADVANCE AUTO PARTS INC—P12/05/202201/06/2023$15,001 - $50,0000.99AAP0.95BuyBuyDependentDec 5, 2022$15,001 - $50,000mid $32.5KStockmodelled
284?WARNER BROS DISCOVERY
OCR: owner unreadable
—P12/14/202201/06/2023$15,001 - $50,0000.60WBD0.92BuyBuyUnknownDec 14, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
285?WARNERBROSDISCOVERY
OCR: owner unreadable
—P12/15/202201/06/2023$15,001 - $50,0000.60WBD0.92BuyBuyUnknownDec 15, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
286?WARNER BROS DISCOVERY
OCR: owner unreadable
—P12/16/202201/06/2023$15,001 - $50,0000.60WBD0.92BuyBuyUnknownDec 16, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
287?ADVANCE AUTO PARTS INC
OCR: owner unreadable
—P12/06/202201/06/2023$1,001 - $15,0000.60AAP0.95BuyBuyUnknownDec 6, 2022$1,001 - $15,000mid $8KStockReviewmodelled
288?NEWELLBRANDSINC
OCR: owner unreadable
—S12/05/202201/06/2023$1,001 - $15,0000.60NWL0.92SellSellUnknownDec 5, 2022$1,001 - $15,000mid $8KStockReviewmodelled
289?NEWELL BRANDS [NC
OCR: owner unreadable
—S12/23/202201/06/2023$1,001 - $15,0000.60—0.90SellSellUnknownDec 23, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
290?NEWELL BRANDS INC
OCR: owner unreadable, date uncertain
—S12/28/202201/06/2023$1,001 - $15,0000.60NWL0.95SellSellUnknownDec 28, 2022$1,001 - $15,000mid $8KStockReviewmodelled
291?NEwELL BRANdS INg
OCR: owner unreadable, date uncertain
—S12/06/202201/08/2023$15,001 - $50,0000.60NWL0.95SellSellUnknownDec 6, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
292?MurPHY OIL CORP
OCR: owner unreadable, date uncertain
—S12/14/202201/06/2023$15,001 - $50,0000.60MUR0.95SellSellUnknownDec 14, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
293?MURPHY OIL CORP
OCR: owner unreadable
—S12/16/202201/06/2023$15,001 - $50,0000.60MUR0.95SellSellUnknownDec 16, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
294?MURPHY OILCORP
OCR: owner unreadable
—S12/15/202201/06/2023$15,001 - $50,0000.60MUR0.92SellSellUnknownDec 15, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
295?NEWELL BRANDS INC
OCR: owner unreadable
—S12/27/202201/06/2023$15,001 - $50,0000.60NWL0.95SellSellUnknownDec 27, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
296?CONAGRA BRANDS INC
OCR: owner unreadable
—S12/01/202201/06/2023$15,001 - $50,0000.60CAG0.95SellSellUnknownDec 1, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
297?CONAGRA BRANDSINC
OCR: owner unreadable
—S12/02/202201/06/2023$15,001 - $50,0000.60CAG0.92SellSellUnknownDec 2, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
298?CHEVRON CORP
OCR: owner unreadable
—S12/14/202201/06/2023$15,001 - $50,0000.60CVX0.95SellSellUnknownDec 14, 2022$15,001 - $50,000mid $32.5KStockReviewmodelled
299?ISHARES CORE S&P TOTAL
OCR: owner unreadable
—P12/28/202201/06/2023$100,001 - $250,0000.60—0.00BuyBuyUnknownDec 28, 2022$100,001 - $250,000mid $175KEtfReviewnot modelled
300?VANGUARD FTSE EMERGING
OCR: owner unreadable
—P12/29/202201/06/2023$100,001 - $250,0000.60—0.00BuyBuyUnknownDec 29, 2022$100,001 - $250,000mid $175KUnknownReviewnot modelled
301?HARDING LOEVNER INTL
OCR: owner unreadable
—P12/14/202201/06/2023$1,001 - $15,0000.60—0.00BuyBuyUnknownDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
302?DFA EMERGING MARKETS
OCR: owner unreadable
—P12/14/202201/06/2023$1,001 - $15,0000.60—0.00BuyBuyUnknownDec 14, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
303?VANGUARD TOTAL. STOCK
OCR: owner unreadable
—P12/23/202201/06/2023$1,001 - $15,0000.60—0.90BuyBuyUnknownDec 23, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
304?ISHARESCORE S&P TOTAL
OCR: owner unreadable
—P12/29/202201/06/2023$1,001 - $15,0000.60—0.00BuyBuyUnknownDec 29, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
305?VANGUARD TOTAL STK MKT
OCR: owner unreadable
—S12/29/202201/06/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 29, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
306?DFAEMERGINGMARKETS
OCR: owner unreadable
—S12/27/202201/06/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 27, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
307?DFA EMERGING MARKETS
OCR: owner unreadable
—S12/27/202201/08/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 27, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
308?DFA EMERGING MARKETS
OCR: owner unreadable
—S12/27/202201/08/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 27, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
309?DFAEMERGING MARKETS
OCR: owner unreadable
—S12/27/202201/06/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 27, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
310?DFA EMERGING MARKETS
OCR: owner unreadable
—S12/27/202201/06/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 27, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
311?DFA EMERGING MARKETS
OCR: owner unreadable
—S12/27/202201/06/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 27, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
312?DFA EMERGING MARKETS
OCR: owner unreadable
—S12/27/202201/06/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 27, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
313?DFA EMERGING MARKETS
OCR: owner unreadable
—S12/27/202201/06/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 27, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
314?DFA EMERGINGMARKETS
OCR: owner unreadable, date uncertain
—S12/27/202201/08/2023$1,001 - $15,0000.60—0.00SellSellUnknownDec 27, 2022$1,001 - $15,000mid $8KUnknownReviewnot modelled
315?—
OCR: owner unreadable, type unclear, amount unclear, asset missing, layout unrecognised
——12/27/202201/06/2023—0.30—0.00UnknownUnknownUnknownDec 27, 2022—UnknownReviewnot modelled
316?—
OCR: owner unreadable, type unclear, asset missing, layout unrecognised
——12/28/202201/06/2023$100,001 - $250,0000.30—0.00UnknownUnknownUnknownDec 28, 2022$100,001 - $250,000mid $175KUnknownReviewnot modelled