Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Feb 7, 2023
- Filing year
- 2023
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 290
- Parser version
- ocr_grid_v1
- First seen
- Sep 8, 2026 23:51 UTC (initial backfill, not when it was published)
- Fetched
- Sep 9, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 3438
REVIEW OCR 17p, rotation [90]: 290 rows from 16 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 · 290
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 | DC | AMAZON COM INC | — | P | 01/10/2023 | 02/02/2023 | $1,001 - $15,000 | 0.97 | AMZN0.95 | BuyBuy | Dependent | Jan 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | DC | DYNATRACE INC | — | S (partial) | 01/12/2023 | 02/02/2023 | $1,001 - $15,000 | 0.96 | DT0.95 | PartialPartial sale | Dependent | Jan 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | DC | CADENCE DESIGN SYSTEM | — | P | 01/20/2023 | 02/02/2023 | $1,001 - $15,000 | 0.97 | —0.88 | BuyBuy | Dependent | Jan 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 4 | DC | DYNATRACE INC | — | S (partial) | 01/27/2023 | 02/02/2023 | $1,001 - $15,000 | 0.96 | DT0.95 | PartialPartial sale | Dependent | Jan 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | DC | JHEDGEFUND SELECT:ELTASSOCIATESLLCCOMMITMENT | — | P | 01/01/2023 | 02/02/2023 | $500,001 - $1,000,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 1, 2023 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 6 | DC | PEPSICO, INC. CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | PEP0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | DC | GENERALMOTORS COMPANY CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | GM0.92 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | DC | KKR&CO.INC.CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | KKR0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | DC | AMERICAN INTL GROUP,INC.CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | AIG0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | DC | BANKOFAMERICACORPCMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | BAC0.92 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | DC | AMAZON.COMINC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | AMZN0.92 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | DC | JALPHABET INC. CMN CLASS A | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 13 | DC | HUMANA INC. CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | HUM0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | DC | PFIZER INC.CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | PFE0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | DC | DANAHERCORPORATION CMN | — | P | 01/06/2023 | 03/02/2023 | $1,001 - $15,000 | 0.92 | DHR0.92 | BuyBuy | Dependent | Jan 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | DC | CALL/NKE FLEXEURO PM 111EXP 01/06/2023 | — | P | 01/06/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 6, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 17 | DC | GE HEALTHCARE TECHNOLOGIES INC CMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | GEHC0.95 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | ? | [APTIV PLCCMN OCR: owner unreadable | — | S (partial) | 01/06/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | APTV0.92 | PartialPartial sale | Unknown | Jan 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 19 | ? | DCMARSH & MCLENNAN CO INC CMN OCR: owner unreadable | — | S (partial) | 01/04/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.85 | PartialPartial sale | Unknown | Jan 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 20 | DC | Humana inc. tmn OCR: low text confidence | — | S | 01/30/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Dependent | Jan 30, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 21 | ? | DCICOGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A OCR: owner unreadable | — | S | 01/30/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jan 30, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 22 | DC | DC_[WESTINGHOUSE AIR BRAKE TECHNOL CMN | — | S | 01/03/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Jan 3, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 23 | DC | MERCK & CO., INC. CMN | — | S (partial) | 01/03/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | MRK0.95 | PartialPartial sale | Dependent | Jan 3, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | DC | Inv r Inc cMn | — | S (partial) | 01/18/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Dependent | Jan 18, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 25 | DC | ALPHaBet iNC. CMN ClaSS A | — | P | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | GOOGL0.92 | BuyBuy | Dependent | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 26 | DC | COSTCO WHOLESALE CORPORATION CMN | — | P | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | COST0.95 | BuyBuy | Dependent | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 27 | DC | APPLE INC. CMN | — | P | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | AAPL0.95 | BuyBuy | Dependent | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 28 | DC | Pfizer inc. CMN | — | P | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.91 | PFE0.95 | BuyBuy | Dependent | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 29 | DC | MC DONALDS CORP CMN | — | P | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | MCD0.92 | BuyBuy | Dependent | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 30 | DC | AMAZONLCOM INC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 31 | DC | MERCK & CO., INC. CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | MRK0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | DC | SALESFORCE INC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | CRM0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | DC | MEDTRONIC PUBLIC LIMITED COMPA CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | MDT0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | DC | WALT DISNEY COMPANY (THE) CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | DIS0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | DC | VERIZON COMMUNICATIONS, INC. CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | VZ0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | DC | INTEL CORPORATION CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | INTC0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | DC | MCKESSON CORPORATION CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | MCK0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | ? | MICAON TECHNOLOGY, INC. CMN OCR: owner unreadable | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.85 | BuyBuy | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 39 | DC | CITIGROUP INC.CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | C0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | DC | ADOBE INC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | ADBE0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | DC | TYSON FOODS INC CL-A CMN CLASS A | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | TSN0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | — | Aaet Nem OCR: date unreadable, low text confidence | — | S | — | — | $1,000,001 - $5,000,000 | 0.30 | —0.00 | SellSell | Self | — | $1,000,001 - $5,000,000mid $3M | Unknown | Reviewnot modelled |
| 43 | DC | UNITEDHEALTH GROUP INCORPORATE CMN | — | P | 01/20/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | UNH0.95 | BuyBuy | Dependent | Jan 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | DC | BERKSHIRE HATHAWAY INC. CLASS B OCR: low text confidence | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | BRK-B0.92 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 45 | DC | CROWN CASTLE INTL CORP CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | CCI0.92 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | DC | LABORATORY CORPORATION OF AMER CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 47 | DC | Pfizer Inc. CMn | — | P | 01/05/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | PFE0.95 | BuyBuy | Dependent | Jan 5, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | DC | TARGET CORPORATION CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | TGT0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | DC | FORO MOTORCOMPANY CMN | — | P | 01/20/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 20, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 50 | ? | MOLINA HEXITHCARE,INC. CMN OCR: owner unreadable | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 51 | DC | VERTEX PHARMACEUTICALS INCORPO CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | VRTX0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | DC | CMEGROUP INC.CMN CLASS A | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | CME0.92 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | DC | CHEMEDCOAPCMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 54 | DC | BAXTER INTERNATIONALINC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | BAX0.92 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | DC | COSTCO WHOLESALE CORPORATION CMN | — | P | 01/05/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | COST0.95 | BuyBuy | Dependent | Jan 5, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | DC | UNIVERSALHEALTH SVC CL B CMN CLASSD | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 57 | DC | U.S.BANCORP CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.87 | USB0.92 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | DC | AMEDISYS, INC. CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 59 | ? | WALT DISNEY COMPANY (THE) CMN OCR: owner unreadable | — | P | 01/20/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | DIS0.95 | BuyBuy | Unknown | Jan 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 60 | DC | SERVICENOW INC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | NOW0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | DC | [WELLTOWER INC. CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | WELL0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | ? | ADOBE INC CMN OCR: owner unreadable, date uncertain | — | P | 01/05/2023 | — | $1,001 - $15,000 | 0.60 | ADBE0.95 | BuyBuy | Unknown | Jan 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 63 | DC | AMERISOURCEBERGENCORPORATIONCMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 64 | DC | VEEVA SYSTEMS INC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | VEEV0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | DC | GE HEALTHCARE TECHNOLOGIES INC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.94 | GEHC0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | ? | GENERAL MOTORS COMPANY CMN OCR: owner unreadable | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | GM0.95 | BuyBuy | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 67 | ? | TELADOCHEALTHINCCMN OCR: owner unreadable | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | TDOC0.92 | BuyBuy | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 68 | ? | LUCIDGROUPINCCMN OCR: owner unreadable | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | LCID0.92 | BuyBuy | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 69 | DC | HCA HEALTHCARE,INC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | HCA0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | ? | SHERWIN·WILIIAMS CO CMN OCR: owner unreadable | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.84 | BuyBuy | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 71 | DC | AMERICANTOWER CORPOAATIONCMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 72 | DC | [(MARVELL TECHNOLOgY, INC. CMn | — | P | 01/05/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | MRVL0.95 | BuyBuy | Dependent | Jan 5, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 73 | DC | UNITEDHEALTHGROUPINCORPORATECMN | — | S (partial) | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | PartialPartial sale | Dependent | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 74 | DC | BRISTOL-MYERSSQUIBBCOMPANYCMN | — | S | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | BMY0.92 | SellSell | Dependent | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 75 | ? | MICROSQFTCORPQRATIONCMN OCR: owner unreadable | — | S (partial) | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 76 | DC | ELEVANCE HEALTH INC CMN | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | ELV0.95 | PartialPartial sale | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 77 | DC | ACCENTUREPLCCMN CLASSA | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.87 | —0.00 | PartialPartial sale | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 78 | DC | CVS HEALTH CORP CMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | CVS0.95 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | DC | IMETA PLATFORMS INC-CLASS A CMN CLASS A | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 80 | ? | ACTVISION BLIZZARD, INC CMN OCR: owner unreadable | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 81 | ? | TESLA,INC.CMN OCR: owner unreadable | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | TSLA0.95 | SellSell | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 82 | DC | DOUGLASVILLE-DOUGLAS CNTY GA REV S% 06/01/23 ID | — | S | 01/03/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Jan 3, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 83 | DC | UNIVERSITY TEX PERM UNIV FD REV 5.2S00% 07/01/23 J! | — | S | 01/03/2023 | — | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Jan 3, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 84 | DC | ALTRIA GROUP, INC. CMN | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | MO0.95 | PartialPartial sale | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 85 | DC | CENTENE CORPORATIONCMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | CNC0.92 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | ? | ADVANCED MICRO DEVICES, INC. CMN OCR: owner unreadable | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | AMD0.95 | PartialPartial sale | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 87 | DC | LIBERTY BAOADBAND CORPORATIONCMN CEASSA | — | S | 01/18/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Jan 18, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 88 | DC | ALLSTATE CORPORATION COMMONSTOCK | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 89 | DC | WELLSFARGO&CO(NEW)CMN | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | WFC0.92 | PartialPartial sale | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 90 | ? | ALITOZONE.INC. CMN OCR: owner unreadable | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 91 | DC | AFLACINCORPORATED CMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | AFL0.92 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 92 | DC | KROGER COMPANY CMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | KR0.95 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 93 | DC | FORDMOTORCOMPANYCMN | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | F0.92 | PartialPartial sale | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | ? | QUALCOMM INC CMN OCR: owner unreadable | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | QCOM0.95 | PartialPartial sale | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 95 | DC | [ARCH CAPITAL GROUP LID. CMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 96 | DC | SYSCQCORPORATION CMN | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 97 | ? | ICARDINAL.HEALTH,INC.CMN OCR: owner unreadable | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.81 | SellSell | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 98 | DC | MATCH GROUP,INC.CMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | MTCH0.95 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | DC | IAC inC CMn OCR: low text confidence | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 100 | DC | M&T BANK CORPORATION CMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | MTB0.95 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 101 | ? | ARISTANETWORKS,INC.CMN OCR: owner unreadable | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | ANET0.92 | PartialPartial sale | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 102 | DC | LIBERTYMEDIACORPORATIONSERIESCLIBERTYSIRIUSXM | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 103 | DC | KEURIG DR PEPPER INCCMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | KDP0.92 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 104 | DC | VORNADOREALTYTRUSTCMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | VNO0.92 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 105 | ? | CHARTER COMMUNICATIONS, INC.CMN OCR: owner unreadable | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | CHTR0.95 | SellSell | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 106 | DC | GENUINE PARTS CO. CMN | — | S | — | 02/02/2023 | $1,001 - $15,000 | 0.93 | GPC0.95 | SellSell | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 107 | DC | SNAP INC. CMN CLASS A | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | SNAP0.95 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 108 | DC | CLOROX CO (THE) (DELAWARE) CMN | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | CLX0.95 | PartialPartial sale | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 109 | ? | IROKU, INC. CMN OCR: owner unreadable | — | S | — | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 110 | DC | HORMELFOODS CORPORATION CMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | HRL0.92 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 111 | ? | QUANTUMSCAPE CORP CMN OCR: owner unreadable | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | QS0.95 | SellSell | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 112 | DC | REPUBLIC SERVICESINCCMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | RSG0.92 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 113 | DC | DCJENPHASE ENERGY, INC. CMN | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 114 | SP | SPGRAND IS N Y CENT SCH DIST GO 4% 12/01/2B-CA JD | — | P | 01/03/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jan 3, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 115 | SP | UNITEDHEALTH GROUPINCORPORATE CMN OCR: amount unclear | — | P | 01/09/2023 | 02/02/2023 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | — | Stock | Reviewnot modelled |
| 116 | SP | SALESFORCEINCCMN | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.90 | CRM0.92 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 117 | SP | AMGEN INC. CMN | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | AMGN0.95 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 118 | SP | INTUITINC CMN | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | INTU0.92 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 119 | SP | COCA-COLA COMPANY (THE) CMN | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.90 | KO0.95 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 120 | SP | WALT DISNEY COMPANY (THE) CMN OCR: date uncertain | — | P | 01/09/2023 | — | $15,001 - $50,000 | 0.60 | DIS0.95 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 121 | SP | ALPHABETINC.CMN CLASSA | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.91 | GOOGL0.92 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 122 | SP | CIGNA CORP CMN | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | CI0.95 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 123 | SP | CEMFTENE CORPORATION CMN | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 124 | SP | CROWN CASTLE iNTL CORP CMN | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | CCI0.92 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 125 | SP | PROLOGISINCCMN | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | PLD0.92 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 126 | SP | ENERGY NORTHWESTWASH ELECHEVREVSXOT/OIV23J | — | P | 01/06/2023 | 02/02/2023 | $15,001 - $50,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 6, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 127 | SP | ANALOGDEVICES.INC.CMN | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | ADI0.92 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 128 | SP | VERTEXPHARMACEUTICALSINCORPO CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 129 | SP | PFiZER INC. CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | PFE0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 130 | SP | U.S. BANCORP CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | USB0.92 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 131 | ? | SENSATA TECHNOLOGIES HOLDING P CMN OCR: owner unreadable | — | P | 01/03/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | ST0.95 | BuyBuy | Unknown | Jan 3, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 132 | SP | ZOETIS INC, CMN CLASS A | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | ZTS0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 133 | SP | TRUIST FINANCIAL CORPOAATONCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 134 | SP | BOOKING HOLDINGS INC.CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | BKNG0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 135 | SP | THEAMOFISHERSCIENTIFICINCCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 136 | SP | CITIGROUPINC.CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | C0.92 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 137 | SP | BERKSHIREHATHAWAYINC.CLASSB | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | BRK-B0.92 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 138 | SP | ELANCO ANIMALHEALTHINCORPORACMN | — | P | 01/05/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 5, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 139 | SP | iTeSLa, InC. Cmn | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.87 | —0.82 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 140 | SP | ELANCOANIMAL HEALTHINCORPORACMN | — | P | 01/10/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Jan 10, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 141 | SP | DOW INC CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | DOW0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 142 | SP | METTLER-TOLEDOINTLCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 143 | SP | FREEPORT-MCMOAAN INC CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.84 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 144 | SP | FIDELITY NATL INFO SVCS INC CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | FIS0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 145 | SP | WESTERNDIGITAL CORPORATIONCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | WDC0.92 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 146 | SP | IQVIA HOLDINGS INCCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | IQV0.92 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 147 | SP | MARVELLTECHNOLOGY,INC.CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | MRVL0.92 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 148 | SP | MICROSOFTCORPORATIONCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | MSFT0.92 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 149 | SP | FEDEXCORPORATIONCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | FDX0.92 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 150 | SP | ALEXANDRIA REAL ESTATE EQUITIES,INC. | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | ARE0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 151 | SP | NVIDIACOAPORATIONCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 152 | SP | MEACAOOLIBRE.INC.CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 153 | SP | GLOBAL PAYMENTS INC. CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | GPN0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 154 | SP | JPMORGANCHASE&COCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 155 | SP | KLA CORP CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | KLAC0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 156 | SP | LYONDELLBASELLINDUSTRIESN.V.CMNCLASSA | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | LYB0.92 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 157 | SP | MEDTAONIC PUBLIC LIMITED COMPACMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 158 | SP | MONOLITHICPOWERSYSTEMS,INC.CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | MPWR0.92 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 159 | SP | FORTINET, INC. CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | FTNT0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 160 | SP | ALBEMARLE CORP CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | ALB0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 161 | SP | APPLIEDMATERIALSINCCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | AMAT0.92 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 162 | SP | PPGINDUSTRIES,INC.CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | PPG0.92 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 163 | SP | ATLASSIAN CORPCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | TEAM0.92 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 164 | SP | PAYCOM SOFTWARE, INC. CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | PAYC0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 165 | SP | ZIONS BANCORP CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 166 | SP | DOCUSIGN, INC.CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | DOCU0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 167 | SP | MSO INC. CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 168 | SP | INCYTECORPORATIONCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | INCY0.92 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 169 | SP | ADVANCED MICRO DEVICES,INC. CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | AMD0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 170 | SP | WESTPHARMACEUTICAL SEAVICESINC | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 171 | SP | SHERWIN-WILLIAMS CO CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | SHW0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 172 | SP | SIGNATURE BANK (NEWYORK) CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | SBNY0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 173 | SP | BOSTONPROPERTIES,INC.COMMONSTOCK | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 174 | SP | (MICROCHIP TECHNOLOGY INCORPORA, CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.87 | MCHP0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 175 | SP | M&TBANKCORPORATIONCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | MTB0.92 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 176 | SP | EASTMAN CHEMICAL COMPANY CMN | — | P | 01/09/2023 | — | $1,001 - $15,000 | 0.88 | EMN0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 177 | SP | WESTROCKCOMPANYCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 178 | SP | ARCHER-DANIELS-MIDLAND COMPANY CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | ADM0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 179 | SP | ICHARTER COMMUNICATIONS, INC. CMN | — | P | 01/09/2023 | 02/01/2023 | $1,001 - $15,000 | 0.88 | —0.88 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 180 | SP | KILROYREALTYCORPORATIONCOMMONSTOCX | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 181 | SP | EPAM SYSTEMS, INC CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | EPAM0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 182 | SP | CERIDIAN HCM HOLDING INC. CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 183 | SP | TRIMBLE INC CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | TRMB0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 184 | SP | ACCENTUAEPLCCMN CIASSA | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 185 | SP | DATADOG, INC. CMN CLASS A | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | DDOG0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 186 | SP | SVB FINANCIAL GROUP CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 187 | SP | CAESARSENTERTAINMENT NCCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 188 | SP | pUT/XSP @ 354 EXP 03/17/2023 | — | S | 01/05/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Jan 5, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 189 | SP | IpUT/XSp @ 360 ExP 04/21/2023 | — | S | 01/20/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Jan 20, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 190 | SP | PUT/XSP @ 370 EXP 03/31/2023 | — | S | 01/17/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Jan 17, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 191 | SP | PUT/XSP @ 975 EXP 03/03/2023 | — | S | 01/12/2023 | 02/02/2023 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Jan 12, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 192 | SP | Put/XSp @366EXP03/17/2023 | — | S | 01/17/2023 | 02/02/2023 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Jan 17, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 193 | SP | ELI LILLY & CO CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $50,001 - $100,000 | 0.91 | LLY0.95 | PartialPartial sale | Spouse | Jan 9, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 194 | SP | APPLE INC. CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $50,001 - $100,000 | 0.91 | AAPL0.95 | PartialPartial sale | Spouse | Jan 9, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 195 | SP | BANK OFAMERICACORPCMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $50,001 - $100,000 | 0.90 | BAC0.92 | PartialPartial sale | Spouse | Jan 9, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 196 | SP | CVS HEALTH CORP CMN | — | S | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.91 | CVS0.95 | SellSell | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 197 | SP | MOHAWKINDUSTRIESINCCOMMONSTOCK | — | S (partial) | 01/31/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Jan 31, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 198 | SP | SERVICENOWINCCMN | — | S | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | NOW0.92 | SellSell | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 199 | SP | UNDE PLC CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 200 | SP | DUPONTDE NEMOURSINC CMN | — | S (partial) | 01/03/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | DD0.92 | PartialPartial sale | Spouse | Jan 3, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 201 | SP | MERCK&CO..INC.CMN | — | S (partial) | 01/06/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | MRK0.95 | PartialPartial sale | Spouse | Jan 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 202 | SP | DANAHER CORPORATION CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | DHR0.95 | PartialPartial sale | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 203 | SP | AUTOMATICDATAPROCESSINGINC CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | ADP0.92 | PartialPartial sale | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 204 | SP | REGENERON PHARMACEUTICALINCCMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 205 | SP | CHEROKEECNTYGASCHSY5GO5%02/01/23FA | — | S | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | SellSell | Spouse | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 206 | SP | WYLIE. TEX INDPT SCH DIST GO 5% 02/1S/23 FA | — | S | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | SellSell | Spouse | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 207 | SP | GENERALMOTORS COMPANYCMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | GM0.92 | PartialPartial sale | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 208 | SP | STAMFORD CONN WTR POLLUTION REV 4% 04/01/23 AO | — | S | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | —0.00 | SellSell | Spouse | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 209 | SP | OHIO ST GO 3% 03/01/Z3 MS | — | S | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.91 | —0.00 | SellSell | Spouse | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 210 | SP | WESTINGHOUSE AIR BAAKE TECHNOL CMN | — | S (partial) | 01/04/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 4, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 211 | SP | WASHINGTON CNTYTENN GO.4%06/01/23JD | — | S | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | SellSell | Spouse | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 212 | SP | WESTINGHOUSEAIR BRAKETECHNOLCMN | — | S (partial) | 01/06/2023 | 02/02/2023 | $15,001 - $50,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Jan 6, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 213 | SP | MERCK & CO., INC. CMN | — | S (partial) | 01/03/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | MRK0.95 | PartialPartial sale | Spouse | Jan 3, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 214 | SP | COSTCOWHOLESALE CORPORATION CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.91 | COST0.92 | PartialPartial sale | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 215 | SP | IMETA PLATFORMS INC-CLASS A CMN CLASS A | — | S (partial) | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 216 | SP | GALVESTONCNTYTEXGOS%D2/01/23FA | — | S | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | SellSell | Spouse | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 217 | SP | WESTVAPXWYSAUTHTPXTOLLREV5X06/01/23JD | — | S | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.91 | —0.00 | SellSell | Spouse | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 218 | SP | CUARKCNTYNEVSCHDISTGO5%06/15/23JD | — | S | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.91 | —0.00 | SellSell | Spouse | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 219 | SP | ENERGYNORTHWESTWASHELECREVREVS%07/OV/23JI | — | S | — | 02/02/2023 | $15,001 - $50,000 | 0.91 | —0.00 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 220 | ? | MICRONTECHNOLOGY,INC.CMN OCR: owner unreadable | — | S | 01/30/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | MU0.92 | SellSell | Unknown | Jan 30, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 221 | — | wAoetNan OCR: date unreadable, low text confidence | — | S | — | — | $1,000,001 - $5,000,000 | 0.30 | —0.00 | SellSell | Self | — | $1,000,001 - $5,000,000mid $3M | Unknown | Reviewnot modelled |
| 222 | SP | REPUBLICSERVICESINC CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | RSG0.92 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 223 | SP | CONSTELLATION BRANDSINCCMNCLASSA | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 224 | SP | MERCK & CO., INC. CMN | — | S (partial) | 01/05/2023 | 02/02/2023 | $1,001 - $15,000 | 0.94 | MRK0.95 | PartialPartial sale | Spouse | Jan 5, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 225 | SP | MARYLANDSTATEDEPARTMENTREV5.0000%C9/01/23MS | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 226 | SP | UNUM GROUP CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | UNM0.95 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 227 | SP | N J ECONOMIC DEV AUTH REV 5% 03/01/30 MS | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 228 | SP | AIKEN CNTY S CCONS SCHDIST GOS%D3/01/23MS | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 229 | SP | FORTBENDTEXiNDPTSCHDISTGO4%08/15/23FA | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 230 | SP | CLARK CNTY NEV WTR RECLAMATION DB 5.0000% 07/01/Z3 JJ | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 231 | SP | AMAZON.COM INC CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | AMZN0.92 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 232 | SP | WESTINGHOUSEAIRBRAKETECHNOLCMN | — | S | 01/03/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Jan 3, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 233 | SP | PUBUC STORAGE CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 234 | SP | NXPSEMICONDUCTOASN.V.CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 235 | SP | EXTRA SPACE STORAGE INC.CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | EXR0.95 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 236 | SP | AUTODESK, INC. CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | ADSK0.95 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 237 | ? | CAOENCE DESIGN SYSTEMS INCCMN OCR: owner unreadable | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 238 | SP | MOLINA HEALTHCARE, INC. CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | MOH0.95 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 239 | SP | BIOGEN INC. CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | BIIB0.95 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 240 | SP | EQUINIX, INC, REIT | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | EQIX0.95 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 241 | SP | BAXTER INTERNATIONAL INC CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | BAX0.95 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 242 | SP | FASTENALCOMPANYCMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | FAST0.92 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 243 | SP | MORGANSTANLEYCMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | MS0.92 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 244 | SP | MICRON TECHNOLOGY,INC. CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | MU0.95 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 245 | SP | INTELCORPORATION CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.94 | INTC0.92 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 246 | SP | MEMPHISTENNGO5%05/01/23MN | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 247 | SP | WISCONSINSTGENFDANNUALREV5%0S/O1/23MN | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 248 | SP | UVENATIONENTERTAINMENTINCCMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 249 | SP | MESAARIZUTILSYSREVREV4.0000%07/01/2331 | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 250 | SP | ANSYS,INC.CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 251 | SP | PALO ALTO NETWORKS INC. CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | PANW0.95 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 252 | SP | GENUINE PARTS CO.CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | GPC0.95 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 253 | SP | CFNDUSTRIESHOLOINGS,INC.CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 254 | SP | IVORNADOREALTYTRUSTCMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 255 | SP | ENPHASE ENERGY,INC.CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | ENPH0.95 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 256 | SP | SYNOPSYSINC.CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | SNPS0.92 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 257 | SP | ITYLERTECHNOLOGIES,INC.CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 258 | SP | ICORTEVA,INC.CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.84 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 259 | SP | W.W.GRAINGERINCCMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | GWW0.92 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 260 | SP | JNVITATIONHOMESINC.CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.87 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 261 | SP | MATCH GROUP,INC.CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | MTCH0.95 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 262 | — | Rot Aiwt Wiama OCR: date unreadable, low text confidence | — | S | — | — | $500,001 - $1,000,000 | 0.30 | —0.00 | SellSell | Self | — | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 263 | SP | TAKETWOINTERACTIVESOFTWAREINC | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | TTWO0.92 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 264 | SP | REGIONS FINANCIAL CORPORATION CMN | — | S (partial) | 01/19/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | RF0.95 | PartialPartial sale | Spouse | Jan 19, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 265 | SP | NEXSTAR MEDIA GROUP INC CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | NXST0.95 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 266 | SP | udr Inc Cmn | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | UDR0.95 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 267 | SP | ADVANCED DAAIN SYS INC CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 268 | SP | WATERSCORPORATION COMMONSTOCK | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 269 | SP | AIRBNB,INC.CMNCLASSA | — | S | 01/09/2023 | 07/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 270 | SP | BROWNFORMANCORPCLBCMNCLASSB OCR: amount unclear | — | S | 01/09/2023 | 02/02/2023 | — | 0.30 | BF-B0.92 | SellSell | Spouse | Jan 9, 2023 | — | Stock | Reviewnot modelled |
| 271 | SP | [SPLUNK INC CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 272 | SP | U.S.TREASURYBILLDUE02/D9/2023 | — | P | 01/17/2023 | 02/02/2023 | $100,001 - $250,000 | 0.89 | —0.00 | BuyBuy | Spouse | Jan 17, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 273 | SP | U.S.TREASURYBILLDUE02/28/2023 OCR: amount unclear | — | P | 01/17/2023 | 02/02/2023 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jan 17, 2023 | — | Unknown | Reviewnot modelled |
| 274 | SP | WASHOECNTYNEV SCHDIST DB5%10/01/23AO | — | P | 01/05/2023 | 02/02/2023 | $50,001 - $100,000 | 0.82 | —0.00 | BuyBuy | Spouse | Jan 5, 2023 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 275 | SP | BERGENCNTYNJGO4%12/01/26JD | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 276 | SP | AUSTINTEXWTR&WASTEWATERREV5%11/15/23MN OCR: type unclear | — | — | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 277 | SP | PEPSICO,INC.CMN OCR: amount unclear | — | P | 01/11/2023 | 02/02/2023 | — | 0.30 | PEP0.95 | BuyBuy | Spouse | Jan 11, 2023 | — | Stock | Reviewnot modelled |
| 278 | SP | GENEAAL MOTORSCOMPANY CMN OCR: amount unclear | — | P | 01/11/2023 | 02/02/2023 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jan 11, 2023 | — | Stock | Reviewnot modelled |
| 279 | SP | KKR & CO.INC. CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | KKR0.95 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 280 | SP | IAMERICANINTL GROUE, INC, CMN OCR: date order, low text confidence | — | P | 01/11/2023 | 01/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 281 | SP | IBANK OF AMERICA CORP CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | —0.87 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 282 | SP | AIPHABET INC. CMN CLASS A | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 283 | SP | AMAZON.COM INC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | AMZN0.92 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 284 | SP | HUMANA INC. CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | HUM0.95 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 285 | SP | (PfIzEr InC. CMn | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | PFE0.95 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 286 | SP | WALT DISNEY COMPANY (THE) CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | DIS0.95 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 287 | SP | WASTE MANAGEMENT INC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | WM0.95 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 288 | SP | MAASH & MCLENNAN CO INC CMN | — | S (partial) | 01/04/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.84 | PartialPartial sale | Spouse | Jan 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 289 | SP | LINDEPLCCMN OCR: amount unclear | — | S (partial) | 01/13/2023 | 02/02/2023 | — | 0.30 | —0.00 | PartialPartial sale | Spouse | Jan 13, 2023 | — | Unknown | Reviewnot modelled |
| 290 | DC | DCHEDGE FUND SELECT: ELT ASSOCIATES LLC COMMITMENT | — | P | 01/01/2023 | 02/02/2023 | $1,000,001 - $5,000,000 | 0.91 | —0.00 | BuyBuy | Dependent | Jan 1, 2023 | $1,000,001 - $5,000,000mid $3M | Mutual fund | not modelled |