Official filing metadata
- Filer (as printed)
- Hon. Diana Harshbarger
- Office (as printed)
- TN01
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 2, 2023
- Filing year
- 2023
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 107
- 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
- 3385
REVIEW OCR 7p, rotation [90]: 107 rows from 6 data pages, 1 pages unread
Reading this page
This filing is a scanned image. The left half of each row below is our OCR reading of it: text read from the page and the box marked in each column. Each row carries a confidence and, where the reading may be wrong, the reason. Check the official document before relying on a row. The right half is our normalized interpretation.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 107
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 | — | KEURIG DR PEPPERINC | — | S | 01/20/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | KDP0.92 | SellSell | Self | Jan 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | ? | ADOBE INC OCR: owner unreadable | — | P | 01/25/2023 | — | $1,001 - $15,000 | 0.60 | ADBE0.95 | BuyBuy | Unknown | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 3 | — | AMERISOURCEBERGEN GORP | — | P | — | 02/24/2023 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Self | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 4 | JT | AMERISOURCEBERGEN CORP OCR: date unreadable | — | P | — | — | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Joint | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 5 | — | AMERISOURCEBERGEN CORR OCR: date unreadable | — | P | — | — | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Self | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 6 | SP | AMERISOURCEBERGEN GORP | — | P | — | 02/24/2023 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 7 | — | BRISTOL-MYERS SQUbB Co | — | P | 01/25/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | —0.88 | BuyBuy | Self | Jan 25, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 8 | — | BRIStOL-MYERS SQuBE GO | — | P | — | 02/24/2023 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Self | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 9 | SP | BrIStOL-MYERS SQUiBb. cO OCR: date unreadable, low text confidence | — | P | — | — | $1,001 - $15,000 | 0.30 | BMY0.95 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 10 | JT | BristOL-MYErS SQuIbB CO | — | P | 01/25/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | BMY0.95 | BuyBuy | Joint | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | SP | EDWARDS LIFESCIENCES CORP | — | P | 01/25/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | EW0.95 | BuyBuy | Spouse | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | EdWARdS LIFESCiENCEs CORP | — | P | 01/25/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | EW0.95 | BuyBuy | Self | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | — | META PLATFORMS INC-CLASS A | — | P | 01/25/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | META0.92 | BuyBuy | Self | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | ? | META PLATFORMS JNC-CLASS A OCR: owner unreadable | — | P | 01/25/2023 | — | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | SP | META PLATFORMS INC-CLASS A | — | P | 01/26/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | META0.92 | BuyBuy | Spouse | Jan 26, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | META PLATFORMS INC-cLaSS A | — | P | 01/25/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | META0.92 | BuyBuy | Joint | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | CDW CORP/DE | — | S | 01/25/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Self | Jan 25, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 18 | — | CDW CORP/DE | — | S | 01/26/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Self | Jan 26, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 19 | — | COMCAST CORP-CLASS A | — | S | 01/25/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | CMCSA0.92 | SellSell | Self | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | SP | COMCAST CORP-CLASS A | — | S | 01/25/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | CMCSA0.92 | SellSell | Spouse | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | ? | COMCAST CORP-CLASS A OCR: owner unreadable | — | S | 01/26/2023 | 02/24/2023 | $1,001 - $15,000 | 0.60 | CMCSA0.92 | SellSell | Unknown | Jan 26, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 22 | — | CVS HEALTH CORP | — | S | 01/25/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | CVS0.95 | SellSell | Self | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | — | CVS HEALTH CORP | — | S | 01/25/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | CVS0.95 | SellSell | Self | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | ? | CVS HEALTH CORP OCR: owner unreadable, date uncertain | — | S | 01/25/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | CVS0.95 | SellSell | Unknown | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 25 | SP | CVS HEALTH CORP | — | S | 01/25/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | CVS0.95 | SellSell | Spouse | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | — | LOCKHEED MARTIN CORP OCR: date uncertain | — | S | 01/26/2023 | 02/24/2023 | $1,001 - $15,000 | 0.60 | LMT0.95 | SellSell | Self | Jan 26, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 27 | — | LOCKHEED MARTIN CORP | — | S | 01/25/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | LMT0.95 | SellSell | Self | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | SP | NEXTERA ENERGY INC | — | S | 01/25/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | NEE0.95 | SellSell | Spouse | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | — | PAYCHEX INC OCR: date uncertain | — | S | 01/26/2023 | 02/24/2023 | $1,001 - $15,000 | 0.60 | PAYX0.95 | SellSell | Self | Jan 26, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 30 | JT | PAYCHEX INC | — | S | 01/25/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | PAYX0.95 | SellSell | Joint | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | SP | PROCTER & GAMBLE CO/THE | — | S | 01/25/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | PG0.95 | SellSell | Spouse | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | — | ROCHE HOLDINGS LTD-SPONS ADR | — | S | 01/26/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Self | Jan 26, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 33 | — | ROCHE HOLDINGS LTD-SPONS ADR | — | S | 01/25/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Self | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 34 | JT | ROCHE HOLDINGS LTD-SPONS ADR | — | S | 01/25/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Joint | Jan 25, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 35 | SP | OH10 ST WTR DEV AUTH WTR POLLC DUE 12/01/2032 5,000% [1] OCR: date uncertain | — | S | 01/28/2023 | — | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Spouse | Jan 28, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 36 | — | BROADCOM INC | — | S | 01/27/2023 | — | $1,001 - $15,000 | 0.98 | AVGO0.95 | SellSell | Self | Jan 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | — | AB PRIVATE CREDIT INVESTORS CORPORATION | — | P | 01/30/2023 | 02/24/2023 | $15,001 - $50,000 | 0.98 | —0.00 | BuyBuy | Self | Jan 30, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 38 | — | AB PRIVATE CREDIT INVESTORS CORPORATION | — | P | 01/30/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Self | Jan 30, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 39 | — | T-MOBILE US INC | — | S | 01/31/2023 | — | $1,001 - $15,000 | 0.98 | TMUS0.95 | SellSell | Self | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | SP | T-MOBILE US INC | — | S | 01/31/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | TMUS0.95 | SellSell | Spouse | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | ? | T-MOBILE US INC OCR: owner unreadable | — | S | 01/31/2023 | 02/24/2023 | $1,001 - $15,000 | 0.60 | TMUS0.95 | SellSell | Unknown | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 42 | SP | VISA INC-CLASS A SHARES | — | P | 02/01/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | V0.95 | BuyBuy | Spouse | Feb 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | — | VISA INC-CLASS A SHARES | — | P | 02/01/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | V0.95 | BuyBuy | Self | Feb 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | — | GOLDMAN SACHS GROUP INC | — | S | 02/01/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | GS0.95 | SellSell | Self | Feb 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | — | GOODYEAR TIRE & RUBBER CO | — | S | 02/08/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | GT0.95 | SellSell | Self | Feb 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | SP | GOODYEAR TIRE & RUBBER CO | — | S | 02/08/2023 | — | $1,001 - $15,000 | 0.98 | GT0.95 | SellSell | Spouse | Feb 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | — | HOULIHAN LOKEY INC | — | S | — | 02/24/2023 | $1,001 - $15,000 | 0.98 | HLI0.95 | SellSell | Self | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 48 | SP | HOULIHAN LOKEY INC | — | S | — | 02/24/2023 | $1,001 - $15,000 | 0.98 | HLI0.95 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 49 | ? | ORACLE CORP OCR: owner unreadable | — | S | — | 02/24/2023 | $1,001 - $15,000 | 0.60 | ORCL0.95 | SellSell | Unknown | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 50 | — | PAYCHEX INC | — | S | — | 02/24/2023 | $1,001 - $15,000 | 0.98 | PAYX0.95 | SellSell | Self | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 51 | — | PAYCHEX INC | — | S | — | 02/24/2023 | $1,001 - $15,000 | 0.98 | PAYX0.95 | SellSell | Self | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 52 | ? | PAYCHEX INC OCR: owner unreadable | — | S | — | 02/24/2023 | $1,001 - $15,000 | 0.60 | PAYX0.95 | SellSell | Unknown | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 53 | SP | PAYCHEX INC | — | S | 02/09/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | PAYX0.95 | SellSell | Spouse | Feb 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | SP | ADOBE INC | — | P | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | ADBE0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | — | ADOBE INC | — | P | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | ADBE0.95 | BuyBuy | Self | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | SP | BAKER HUGHES CO | — | P | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | BKR0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | — | BAKER HUGHES CO | — | P | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | BKR0.95 | BuyBuy | Self | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | — | BAKER HUGHES CO | — | P | 02/10/2023 | — | $1,001 - $15,000 | 0.98 | BKR0.95 | BuyBuy | Self | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | SP | HYATT HOTELS CORP . CL A | — | P | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | H0.92 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | — | HYATT HOTELS CORP - CL A | — | P | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | H0.95 | BuyBuy | Self | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | — | HYATT HOTELS CORP - CL A | — | P | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | H0.95 | BuyBuy | Self | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | SP | SERVICENOV ING | — | P | — | 02/24/2023 | $1,001 - $15,000 | 0.98 | —0.81 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 63 | — | SERVICENOW INC | — | P | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | NOW0.95 | BuyBuy | Self | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | — | SERVICENOW INC | — | P | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | NOW0.95 | BuyBuy | Self | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | JT | ADOBE INC | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | ADBE0.95 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | JT | AECOM | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | ACM0.95 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | ? | ALPHABET INC-CL C OCR: owner unreadable | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 68 | JT | AMAZON.COM INC | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | AMZN0.92 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | JT | AON PLC-CLASS A | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | AON0.95 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | JT | APPLE INC | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | AAPL0.95 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | JT | AUTOZONE INC | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | AZO0.95 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | JT | — OCR: asset missing | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 73 | JT | COCA-COLA CO/THE | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | KO0.95 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 74 | ? | COMCAST CORP-CLASS A OCR: owner unreadable | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.60 | CMCSA0.92 | SellSell | Unknown | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 75 | ? | ELEVANCE HEALTH INC OCR: owner unreadable | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.60 | ELV0.95 | SellSell | Unknown | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 76 | ? | FIDELITY NATIONAL INFO SERV OCR: owner unreadable | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.60 | FIS0.95 | SellSell | Unknown | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 77 | ? | NOSNHOL NOSNHOL OCR: owner unreadable | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Feb 10, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 78 | JT | JPMORGAN CHASE & CO | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | JPM0.95 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | JT | LINDE PLC | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | LIN0.95 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 80 | JT | MEDTRONIC PLC | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | MDT0.95 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | JT | META PLATFORMS INC-CLASS A | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | META0.92 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 82 | JT | MICROSOFT CORP | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | MSFT0.95 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 83 | JT | MICROSOFT CORP | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | MSFT0.95 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | JT | ORACLE CORP | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | ORCL0.95 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 85 | JT | PAYPAL HOLDINGS INC | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | PYPL0.95 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | JT | PEPSICO INC | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | PEP0.95 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 87 | JT | QUAL.COMM INC | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | QCOM0.92 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 88 | JT | RAYTHEON TECHNOLOGIES CORP | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | RTX0.92 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 89 | JT | REPUBLIC SERVICES INC | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | RSG0.95 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 90 | ? | SERVICE CORP INTERNATIONAL OCR: owner unreadable | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.60 | SCI0.95 | SellSell | Unknown | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 91 | JT | SUN COMMUNITIES INC | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | SUI0.95 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 92 | JT | VERISIGN INC | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | VRSN0.95 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 93 | JT | WALMART INC | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | WMT0.95 | SellSell | Joint | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | ? | WELLS FARGO & CO OCR: owner unreadable | — | S | 02/10/2023 | 02/24/2023 | $1,001 - $15,000 | 0.60 | WFC0.95 | SellSell | Unknown | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 95 | SP | WISCONSIN ST DUE 05/01/2023 5.000% | — | P | 02/13/2023 | 02/24/2023 | $15,001 - $50,000 | 0.98 | —0.00 | BuyBuy | Spouse | Feb 13, 2023 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 96 | — | PACCAR INC | — | P | 02/14/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | PCAR0.95 | BuyBuy | Self | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 97 | SP | PACCAR INC | — | P | 02/14/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | PCAR0.95 | BuyBuy | Spouse | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 98 | — | PACCAR INC | — | P | 02/14/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | PCAR0.95 | BuyBuy | Self | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | ? | PACCAR INC OCR: owner unreadable | — | P | 02/14/2023 | 02/24/2023 | $1,001 - $15,000 | 0.60 | PCAR0.95 | BuyBuy | Unknown | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 100 | ? | ALPHABET INC-CL C OCR: owner unreadable | — | S | 02/14/2023 | 02/24/2023 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 101 | ? | ELECTRONIC ARTS INC OCR: owner unreadable | — | S | 02/14/2023 | 02/24/2023 | $1,001 - $15,000 | 0.60 | EA0.95 | SellSell | Unknown | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 102 | ? | MERCK & CO. INC. OCR: owner unreadable | — | S | 02/14/2023 | 02/24/2023 | $1,001 - $15,000 | 0.60 | MRK0.95 | SellSell | Unknown | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 103 | JT | COCA-COLA CO/THE | — | S | 02/15/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | KO0.95 | SellSell | Joint | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 104 | JT | HYATT HOTELS CORP - CL A | — | P | 02/16/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | H0.95 | BuyBuy | Joint | Feb 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 105 | SP | HYATT HOTELS CORP - CL A | — | P | 02/16/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | H0.95 | BuyBuy | Spouse | Feb 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 106 | — | HYATT HOTELS CORP - CL A OCR: date uncertain | — | P | 02/16/2023 | 02/24/2023 | $1,001 - $15,000 | 0.60 | H0.95 | BuyBuy | Self | Feb 16, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 107 | JT | QUINCY MA DUE 07/01/2040 5.000% [1] | — | S | 02/18/2023 | 02/24/2023 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Joint | Feb 18, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |