Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 3, 2023
- Filing year
- 2023
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 275
- Parser version
- ocr_grid_v2
- First seen
- Sep 8, 2026 23:51 UTC (initial backfill, not when it was published)
- Fetched
- Sep 9, 2026
- Parsed
- Oct 30, 2026
- Internal id
- 3439
REVIEW OCR 15p, rotation [90]: 275 rows from 13 data pages, 1 pages unread, 3 marked rows 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 · 275
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 | AUTODESK INC DELAWARE | — | S (partial) | 02/13/2023 | 03/01/2023 | $1,001 - $15,000 | 0.97 | —0.90 | PartialPartial sale | Dependent | Feb 13, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 2 | DC | EnPHase EnErgy | — | S | 02/16/2023 | 03/01/2023 | $1,001 - $15,000 | 0.97 | ENPH0.95 | SellSell | Dependent | Feb 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | DC | GARTNER INC | — | P | 02/16/2023 | 03/01/2023 | $1,001 - $15,000 | 0.97 | IT0.95 | BuyBuy | Dependent | Feb 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | DC | ADOBE INC | — | S (partial) | 02/27/2023 | 03/01/2023 | $1,001 - $15,000 | 0.97 | ADBE0.95 | PartialPartial sale | Dependent | Feb 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | DC | CATERPILLAR INC (DELAWARE CMN | — | P | 02/03/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Feb 3, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 6 | DC | OC IPRGCTER & GAMBLE COMPANY (THE) CMN | — | P | — | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 7 | DC | Dc. banK OF AmeRica coRP Cn | — | P | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Feb 15, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 8 | DC | 'IRUIST FINANCIAL CORPORATION CMN | — | P | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 9 | DC | MKCROSOFT CORPORATION CRAN | — | P | 02/03/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Feb 3, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 10 | DC | SIRYKER CORPORATION CMN OCR: low text confidence | — | P | 02/15/2023 | — | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 11 | DC | DEERE & COMPANY GMN OCR: date uncertain | — | P | 02/15/2023 | 03/03/2023 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Dependent | Feb 15, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 12 | ? | DcKKr & co, inc. cmNn OCR: owner unreadable | — | P | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Feb 15, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 13 | DC | IALLSTATE CORPORATION COMMON STOCK | — | P | 02/09/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.85 | BuyBuy | Dependent | Feb 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | DC | Iamerkcan Intl.group, Inc. cmn | — | P | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 15 | DC | DC.TEXAS INSIRUMENTS INC, CMN | — | P | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 16 | DC | ALLSTATE CORPORATION COMMON STOCK | — | P | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | ALL0.95 | BuyBuy | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | DC | ALLSTATE CORPORATION COMMON STOCK | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | ALL0.95 | BuyBuy | Dependent | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | DC | DC. ALLSTATE CORPORATION COMMON STOCK OCR: date uncertain | — | P | 02/08/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Dependent | Feb 8, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 19 | DC | DC.. ILEAR CORPOAATION CMN | — | P | 02/16/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Feb 16, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 20 | DC | LEAR CORPORATION CMN | — | P | 02/23/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | LEA0.95 | BuyBuy | Dependent | Feb 23, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | ? | ALLSTATE CORPORATION COMMON STOCK OCR: owner unreadable | — | P | 02/16/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | ALL0.95 | BuyBuy | Unknown | Feb 16, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 22 | DC | IPMORGAN CHASE & CO CMN | — | P | 02/03/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.84 | BuyBuy | Dependent | Feb 3, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 23 | DC | IALLSTATE CORPORATION COMMON STOCK | — | P | 02/13/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.85 | BuyBuy | Dependent | Feb 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 24 | ? | DC. ↓CALL/NVDA FLEX EURO PM 182.5 EXP 02/03/2023 OCR: owner unreadable | — | P | 02/03/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Feb 3, 2023 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 25 | DC | DEERE & COMPANY CMN | — | S | 02/03/2023 | 03/01/2023 | $15,001 - $50,000 | 0.96 | DE0.95 | SellSell | Dependent | Feb 3, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 26 | DC | IALPHaBEt INC. CMN CLASS A | — | S (partial) | 02/08/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Feb 8, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 27 | DC | PARKER-HANNIFIN CORP. CMN | — | S (partial) | 02/08/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | PH0.95 | PartialPartial sale | Dependent | Feb 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | DC | BooKing HoLDings INc, Cmn | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | BKNG0.95 | PartialPartial sale | Dependent | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | DC | DCKKR & cO. INC, CMN OCR: date order | — | S (partial) | 02/08/2023 | 03/01/2022 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Dependent | Feb 8, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 30 | DC | texas instRuments Inc, cmn | — | S (partial) | 02/08/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | TXN0.95 | PartialPartial sale | Dependent | Feb 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | DC | BANK OF AMERICA CORP CMN | — | S (partial) | 02/08/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | BAC0.95 | PartialPartial sale | Dependent | Feb 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | DC | IBOoKING HOLDINGs Nc, CMn | — | S (partial) | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 33 | DC | Linde.puc cmn OCR: low text confidence | — | S (partial) | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Dependent | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 34 | DC | BeErKSHIRe HaTHawaY Inc, CiaSS B | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Feb 10, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 35 | DC | BeRKShiRe HaThaWaY Inc. CUaSS B | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Feb 10, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 36 | DC | UINDE PLC CMN OCR: low text confidence | — | S (partial) | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Dependent | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 37 | DC | Linde pic cmn OCR: low text confidence | — | S (partial) | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Dependent | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 38 | ? | UNDE PLC CMN OCR: owner unreadable | — | S (partial) | 02/16/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Feb 16, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 39 | DC | EL uLLY & CO CMN | — | S (partial) | 02/03/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Feb 3, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 40 | DC | MICROSOFT CORPORATION CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | MSFT0.95 | PartialPartial sale | Dependent | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | DC | UNDE PLC CMN OCR: low text confidence | — | S | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Dependent | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 42 | DC | IMARSH & MCLENNAN CO INC CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.87 | PartialPartial sale | Dependent | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 43 | DC | DC. IDANAHER CORPORATION CMN | — | S (partial) | 02/03/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Feb 3, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 44 | DC | gEnEraL ELEcTRIC CoMPanY' cMiN | — | S (partial) | 02/03/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Feb 3, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 45 | DC | OC ICORNING INGORPoRATED CMN | — | P | 02/06/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Feb 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 46 | DC | IduPonT de nemouRS Inc Cn | — | S (partial) | 02/09/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Feb 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 47 | DC | 1ALPHABET iNC. CMN CLASS A | — | S (partial) | 02/08/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Feb 8, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 48 | DC | DC.[MOHAWK INDUStrIeS INC COMMON STOCK | — | S (partial) | 02/02/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Feb 2, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 49 | DC | TEs, InG. CMn OCR: low text confidence | — | P | 02/14/2023 | 03/01/2023 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Dependent | Feb 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 50 | DC | eVSHEALTH.OORP CMN | — | P | 02/14/2023 | 03/01/2023 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Feb 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 51 | DC | DC.. BRIStoL-MYeRS SaUibB COMRanY cMn | — | P | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 52 | DC | IUNIEDHEALTHGROUP INCORPORATE CMN | — | P | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 53 | ? | DE IUNNERSITY AAK UNIV REV REV EX GTOI2S IE OCR: owner unreadable, date order | — | P | 07/01/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jul 1, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 54 | DC | DC. IMCORMICK & GO NON VTG SHRS CMN | — | P | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 55 | ? | DG: IELANCG ANIMAL HEALTH INGGRIORA CN OCR: owner unreadable, low text confidence | — | P | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Feb 14, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 56 | DC | MONDELEZ INTERNATONAL INC. CGMN OCR: low text confidence | — | P | — | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 57 | DC | EC TSON FoODSINn CLAEMn CaSS.A | — | P | — | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 58 | DC | — OCR: asset missing | — | P | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 59 | DC | UC IMEtaPEaTFORMS INC-CLaSS A.cMN cLaSS A OCR: low text confidence | — | P | 02/14/2023 | — | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 60 | DC | DE ICATALENT, INC. CMN | — | P | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 61 | DC | IBANTER INTERNATIONAL INC CMN | — | P | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 62 | ? | EC VERIZONCOMUNI ATLaINS INC CWN OCR: owner unreadable | — | P | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Feb 14, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 63 | DC | INORAELLCEDS CORPORATON CHN OCR: low text confidence | — | P | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 64 | DC | ikEURIg dr PePper InCcMn OCR: date unreadable, low text confidence | — | P | — | — | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Dependent | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 65 | ? | IXC UNCOINNAILCORPANC. CMN OCR: owner unreadable, date unreadable | — | P | — | — | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Unknown | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 66 | ? | GAVTAINCTMN OCR: owner unreadable | — | P | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Feb 14, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 67 | DC | DC. ROBERT HALF INTERNATIONAL INC. CMN | — | P | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 68 | ? | WALGREENS BOOTS ALUANCE, ING. CMN OCR: owner unreadable | — | P | — | 09/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 69 | DC | INTLFLAVORS & FRAGRANCE CMIN | — | P | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 70 | DC | (JOHNSON & JOHNSON CMN | — | S (partial) | 02/14/2023 | 03/01/2023 | $50,001 - $100,000 | 0.96 | JNJ0.95 | PartialPartial sale | Dependent | Feb 14, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 71 | DC | COCA-COLA COMPANYTHE CMN | — | S (partial) | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 72 | ? | DC. IMERCK & CO. InC. CMN OCR: owner unreadable | — | S (partial) | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 73 | ? | MC DONALDS CORP CMN OCR: owner unreadable | — | S (partial) | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | MCD0.92 | PartialPartial sale | Unknown | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 74 | DC | (AMAZON.cOM INC CMN OCR: date uncertain | — | S (partial) | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | AMZN0.92 | PartialPartial sale | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 75 | DC | AlPHABET INC, CMN CLASS A | — | S (partial) | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | GOOGL0.92 | PartialPartial sale | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | DC | DCMCKESSON CORPORATION CMN | — | S | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 77 | ? | Ecolab Inc. cmn. OCR: owner unreadable, low text confidence | — | S (partial) | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | ECL0.95 | PartialPartial sale | Unknown | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 78 | DC | ELevance health inc CMn | — | S | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | ELV0.95 | SellSell | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | DC | BERKSHIRE HaTHaWAY INC. CLASS B OCR: low text confidence | — | S (partial) | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | BRK-B0.92 | PartialPartial sale | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 80 | DC | cROWn caSt'LE InTL CoRP cMn OCR: low text confidence | — | S | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | CCI0.92 | SellSell | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 81 | DC | LABORATORY CORPORATION CF AMER CMN | — | S | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 82 | ? | DCTEMPUR SEALY INTERNATIONAL INC CMN OCR: owner unreadable | — | S (partial) | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 83 | ? | DC_ISYSCO CORPORATION CMN OCR: owner unreadable | — | S | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 84 | DC | IsHOPIFY Inc, CMN CLaSS A | — | S (partial) | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 85 | DC | AMGeN INc. GMN | — | S | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 86 | ? | OC ISHERWIN-WILLIAMS CO CMN OCR: owner unreadable | — | S (partial) | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 87 | DC | DCELECIRONKC ARTS CMN | — | S | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 88 | SP | IaPPle inc. Cmn | — | P | 02/10/2023 | 03/01/2023 | $50,001 - $100,000 | 0.95 | —0.82 | BuyBuy | Spouse | Feb 10, 2023 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 89 | SP | [shares Msci Australia Etf | — | P | — | 03/01/2023 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Spouse | — | $50,001 - $100,000mid $75K | Etf | Reviewnot modelled |
| 90 | SP | CVS HEALTH CORP CMIN | — | P | 02/10/2023 | 03/01/2023 | $50,001 - $100,000 | 0.96 | —0.90 | BuyBuy | Spouse | Feb 10, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 91 | SP | ISHARES, NC.MSCI JAPAN ETF MUTUAL FUND OCR: low text confidence | — | P | 02/10/2023 | 03/01/2023 | $50,001 - $100,000 | 0.60 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $50,001 - $100,000mid $75K | Etf | Reviewnot modelled |
| 92 | SP | EI uLly & co CMn | — | P | 02/10/2023 | 03/01/2023 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 93 | SP | [UnDE PLC CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 94 | SP | ING GROEP N.V. SPONS ADR SPONSORED ADR CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 95 | SP | UBS GRoUP AG CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | UBS0.95 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 96 | SP | BNP PARIBAS SPONSORED ADR CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 97 | SP | — OCR: asset missing | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 98 | SP | NESTLE SA SPONSOREO ADR (REP 1/20 CHF 10 REGD SHS | — | P | 02/10/2023 | — | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 99 | SP | SCHNEIDER ELECTRIC SE UNSPONSORED ADR (FRANCE) | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.96 | —0.81 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 100 | SP | INOVO-NORDISK A/S ADR ADR CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.87 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 101 | SP | 1SANOF SPONSORED ADR CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 102 | SP | SP..SeMEnS AKTIeNgEseLLschafT SpoNSoRed AdR CMn | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 103 | SP | ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN OCR: date uncertain | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 104 | SP | STMICROELECTRONICS NV ADR CMN OCR: low text confidence | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.60 | STM0.95 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 105 | SP | — OCR: asset missing | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 106 | SP | HSBC HOLDINGS PLC SPONSORED AOR CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 107 | SP | AMAZON.COM INC CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | AMZN0.92 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 108 | SP | — OCR: asset missing | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 109 | SP | SP.SHELL PLC SPONSORED ADR CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 110 | SP | UNILEVER PLC (NEW) SPONSORED ADR CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 111 | SP | [TAWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQL | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 112 | SP | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADA CM | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 113 | SP | ICoLgaTe-PaLMOuvE CO CMN OCR: low text confidence | — | P | 02/20/2023 | 03/01/2023 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Spouse | Feb 20, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 114 | SP | ASML HOLDING N,Y. ADR CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 115 | SP | ABB LTD SPONSORED ADR CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 116 | SP | AVANTOR FUNDING, INC, CMN | — | P | 02/06/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 117 | SP | NATIONAL GRID PLC SPONSORED ADR CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 118 | SP | VERIZON COMMUNIcaATIONS, IhG, CMN | — | P | 02/20/2023 | 03/01/2023 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 20, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 119 | SP | IKEURIG DR PEPPER INC CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.96 | —0.87 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 120 | SP | CRH PLC SPON ADR ADR CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 121 | SP | CONSTELLATION BRANDS INC CMN CLASS A OCR: date uncertain | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.60 | STZ0.95 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 122 | SP | COGA-COLA EUROPEAN PARtNERS PL CMN OCR: low text confidence | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 123 | SP | EneL SocietA PeR AziONI AdR eMn | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 124 | SP | REGENERON PHARMACEUTICAL INC CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.96 | —0.88 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 125 | SP | COMPASS GROUP PLC SPONSORED ADR CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 126 | SP | CIGNA CORP CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.96 | CI0.95 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 127 | SP | IXONINKUUKE AHOLD N.V. SPONSORED ADR CMN | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 128 | SP | BANK OF AMERICA CORP CMN | — | P | 02/10/2023 | — | $15,001 - $50,000 | 0.96 | BAC0.95 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 129 | SP | COSTCO WHOLESALE CORPORATION CMN | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | COST0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 130 | SP | GENERAL MOTORS COMPANY CMN | — | P | 02/10/2023 | — | $1,001 - $15,000 | 0.96 | GM0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 131 | SP | IBROWN FoRMAN CoRP CL B CMN CLASS B OCR: date uncertain | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 132 | SP | AMERISOURCEBERGEN CORPORATION CMN | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 133 | SP | [AVanTor funding, InC. CMn | — | P | 02/08/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Feb 8, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 134 | SP | iCDRNING INCORPoRATED CMN | — | P | 02/06/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 135 | SP | KIMBERLY-CLARK CORPORATION CMN | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | KMB0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 136 | SP | MEOTRONIC PUOUIC LMITEO COMPA CMN | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 137 | SP | ALPhaset Inc, CMn CLaSS C OCR: low text confidence | — | P | 02/08/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Feb 8, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 138 | SP | SPELANCO ANIMAL HEALTH INCORPORA CMN | — | P | 02/22/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.86 | BuyBuy | Spouse | Feb 22, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 139 | SP | ALPHABET INC. CMN CLASS C | — | P | 02/09/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | GOOG0.92 | BuyBuy | Spouse | Feb 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 140 | SP | WAEt disNEy CoMPanY (ThE) CMn | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.82 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 141 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | P | 02/21/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | ELAN0.95 | BuyBuy | Spouse | Feb 21, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 142 | SP | AVanTOR FUnding, Inc. Cmn | — | P | 02/07/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 7, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 143 | SP | [VODAFONE GRoUP PUc AOR CMn OCR: low text confidence | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 144 | SP | ARCHER-DANIELS-MIDLAND COMPANY CMN | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | ADM0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 145 | SP | BAXTER INTERNATIONAL INC CMIN | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 146 | SP | BECTON, DICXINSON AND COMPANY CMn | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.84 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 147 | SP | MCcorMcK & Co NOn Vtg SHrs cmn | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 148 | SP | ELANCO ANINAL HEALTH INCRPORA CMN | — | P | 02/24/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 24, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 149 | SP | MLiNA HEaALtHCarE, INC., CMn | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.85 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 150 | SP | TYSON FOODS INC CL-A CMN CLASS A | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | TSN0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 151 | SP | MERCK & CO., INC, CMN | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | MRK0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 152 | SP | ABBVIE INC CMN | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | ABBV0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 153 | SP | CHIPOTLE MEXICAN GRILL, INC, CMN OCR: low text confidence | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | CMG0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 154 | SP | BOSTON PROPERTIES, INC, COMMON STOCK | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 155 | SP | UnIoN PAcIFIC coRP. CMN | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | UNP0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 156 | SP | WILSON CNTY TENN GO 5% 04/01/23 AO OCR: low text confidence | — | P | 02/02/2023 | 03/03/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Feb 2, 2023 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 157 | SP | IBEXAR CNTY TEX DB 5,0000% 06/1$/30 JD OCR: low text confidence | — | P | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Feb 15, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 158 | SP | MCGREGOR TEX DB 5% 08/15/2B FA | — | P | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 15, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 159 | SP | TAKE TWO INTERACTIVE SOFTWARE INC | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | TTWO0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 160 | SP | CHURCH & DWIgHT CO. INC. CMN | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | CHD0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 161 | SP | VORNADO REALTY TRUST CMN OCR: low text confidence | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | VNO0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 162 | SP | KROGER COMPANY CMN OCR: date uncertain, low text confidence | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | KR0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 163 | SP | HORMEL FOODS CORPORATION CMN | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.94 | HRL0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 164 | SP | VIATRIS INC CMN OCR: low text confidence | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | VTRS0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 165 | SP | WALGREENS BOOtS ALlIANCE, INC. CMn | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 166 | SP | WELLTOWER INC. CMN | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | WELL0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 167 | SP | MOLSON COORS BEVERAGE CO CMN. CLASS B | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 168 | SP | AMEdISYS, InC., CMn | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 169 | SP | WASTE MANAGEMENT INC CMN | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.94 | WM0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 170 | SP | CME GROUP INC, CMN CLASS A | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.94 | CME0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 171 | SP | YUM BRANDS, INC. CMN | — | P | 02/10/2023 | — | $1,001 - $15,000 | 0.95 | YUM0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 172 | SP | [CLOROX CO (THE) (DELAWARE) CMN | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | CLX0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 173 | SP | LYONDELLBASEIL INDUSTRIES N.V. CMN CLASS A | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 174 | SP | META PLATFORMS INC-CIASS A CMN CLASS A | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 175 | SP | W.W. GRAINGER INC CMN | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | GWW0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 176 | SP | DANAHER CORPORATION CMN | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | DHR0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 177 | SP | BIOgen INC. CMN | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | BIIB0.95 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 178 | SP | ( 3B4 EXP 05/19/2023 [PUT/XSP OCR: date uncertain | — | S | 02/15/2023 | — | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Spouse | Feb 15, 2023 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 179 | SP | PUT/XSP @ 375 EXP 04/14/2023 | — | S | 02/22/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Feb 22, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 180 | SP | PUT/XSP @ 385 EXP 03/24/2023 | — | S | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 181 | SP | 1PUT/XSP @ 365 EXP 04/21/2023 | — | S | 02/27/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Feb 27, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 182 | SP | JOHNSON & JOHNSON CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $50,001 - $100,000 | 0.95 | JNJ0.95 | PartialPartial sale | Spouse | Feb 10, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 183 | SP | Tesla, InC, CMn | — | S (partial) | 02/10/2023 | 03/01/2023 | $50,001 - $100,000 | 0.96 | TSLA0.95 | PartialPartial sale | Spouse | Feb 10, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 184 | SP | SPUNTEDHEALTH GROUP INCORPORATE CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $50,001 - $100,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 10, 2023 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 185 | SP | SP. PROCTER & GAMBLE COMPANY THE) CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 186 | SP | ICOCA-COLA COMPANY (THEI CMN | — | S (partial) | 02/10/2023 | 09/01/2023 | $15,001 - $50,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 187 | SP | PEPSICO, INC. CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.96 | PEP0.95 | PartialPartial sale | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 188 | SP | I INIL BUSINESS MACHINES CORP CMN OCR: low text confidence | — | S | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 189 | SP | AMGEN iINC. CMN OCR: low text confidence | — | S (partial) | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.60 | —0.90 | PartialPartial sale | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 190 | SP | DuPoNt dE NEMOURS INC CMn | — | S (partial) | 02/09/2023 | 03/01/2023 | $15,001 - $50,000 | 0.96 | DD0.95 | PartialPartial sale | Spouse | Feb 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 191 | SP | MCKESSON CORPORAION CMN OCR: low text confidence | — | S | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 192 | SP | HANESBRaNDS INC. CMN OCR: date uncertain | — | S (partial) | 02/03/2023 | 09/01/2023 | $15,001 - $50,000 | 0.60 | —0.00 | PartialPartial sale | Spouse | Feb 3, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 193 | SP | EcoLab Inc, cMn! | — | S | — | 03/01/2023 | $15,001 - $50,000 | 0.97 | ECL0.95 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 194 | SP | 1HANESBRANOS INC. CMN OCR: low text confidence | — | S (partial) | 02/08/2023 | 03/01/2023 | $15,001 - $50,000 | 0.60 | —0.00 | PartialPartial sale | Spouse | Feb 8, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 195 | SP | CENTLENE CORPORATION CMN | — | S | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.96 | —0.84 | SellSell | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 196 | SP | PHILIP. MORAIS INTL INC CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 197 | SP | MC DONALoS GoRP CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 198 | SP | ALTRA GROUP, INC, CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.96 | —0.82 | PartialPartial sale | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 199 | SP | [HANESBRANDS INC. CMN | — | S (partial) | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 200 | SP | HANESBRANDS INC, CMN | — | S (partial) | 02/16/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 16, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 201 | SP | ROPER TEcHNOLOgIEs INC CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | ROP0.95 | PartialPartial sale | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 202 | SP | MOHAWK iNDUSTRIES INC COMMON STOCK | — | S (partial) | 02/02/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | MHK0.95 | PartialPartial sale | Spouse | Feb 2, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 203 | SP | INTL-FLAVORS & FRAGRANCE CMN | — | S | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.97 | —0.89 | SellSell | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 204 | SP | HANESBRANDS INC. CMN | — | S (partial) | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 205 | SP | SPGENERAL MILLS INC CMN OCR: date uncertain | — | S | 02/19/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.84 | SellSell | Spouse | Feb 19, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 206 | SP | UBERTY MEDIA CORPORATION SERIES C BERTY SIRIUSX | — | S | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 207 | SP | Humana Inc. cmn. | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | HUM0.95 | PartialPartial sale | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 208 | SP | CaRDInAL HEalTH, INC, CMN OCR: date uncertain | — | S | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | CAH0.95 | SellSell | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 209 | SP | IHANESERANdS INC. CMN | — | S (partial) | 02/02/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 2, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 210 | SP | HANESBRANDS INC, CMN | — | S (partial) | 02/06/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 211 | SP | AUTOMATIC DATA PROCESSING INC CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | ADP0.95 | PartialPartial sale | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 212 | SP | SIRIUS XM HOLDINgS INC CMN | — | S | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | SIRI0.95 | SellSell | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 213 | SP | INTEL CORPORATION CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | INTC0.95 | PartialPartial sale | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 214 | SP | sp.enphase energy, Inc. Cmn | — | S | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 215 | SP | ELECTRONIC ARTS CMN OCR: date uncertain | — | S | 02/19/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | EA0.95 | SellSell | Spouse | Feb 19, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 216 | SP | At&t Ing. CMN OCR: low text confidence | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | T0.95 | PartialPartial sale | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 217 | SP | ELEVANCE HEALTH INC CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | ELV0.95 | PartialPartial sale | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 218 | SP | ISYSCO CORPORaTION CMn | — | S | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.82 | SellSell | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 219 | SP | PaYcHex, Inc, CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | PAYX0.95 | PartialPartial sale | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 220 | SP | SBA COMMUNICATIONS CORPORATIGN CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 221 | SP | VmWare, INc. cMn claSs A OCR: date uncertain | — | S (partial) | 02/19/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Spouse | Feb 19, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 222 | SP | KLA CORP CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | KLAC0.95 | PartialPartial sale | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 223 | SP | BIO-TECHNE CORPORATION CMN | — | S | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | TECH0.95 | SellSell | Spouse | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 224 | SP | INEWMONT CORP CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.84 | PartialPartial sale | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 225 | SP | SHERWIN-WILLIAMS CO CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | SHW0.95 | PartialPartial sale | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 226 | SP | EASTMAN CHEMICAL COMPANY CMN | — | S | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | EMN0.95 | SellSell | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 227 | SP | 1DEERE & COMPANY CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.82 | PartialPartial sale | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 228 | SP | NEUROCRINE BIOSCIENCES, INC., CMN | — | S | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | NBIX0.95 | SellSell | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 229 | SP | WESTROCK COMPANY CMN | — | S | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 230 | SP | ILUMINA, INC CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.84 | PartialPartial sale | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 231 | SP | UBERTY MEDIA CORPORATION SERIES A LBERTY SIRIUS! | — | S | 02/19/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Feb 19, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 232 | SP | MODERNA, INC. CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | MRNA0.95 | PartialPartial sale | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 233 | SP | KIMCo REALTY CORPORATON CMN | — | S | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 234 | SP | MOSAIC COMPANY THEI CMN | — | S | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 235 | SP | CARLISLE COMPAAIES INCORPORATE CMN | — | S | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 236 | SP | IALNYLAM PHARMACEUTKCALS, INC. CMN | — | S | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.84 | SellSell | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 237 | SP | IWIULIAMSON CNTY TEX GO S2 G2/IS/Z4 FA | — | P | 02/16/2023 | 03/01/2023 | $100,001 - $250,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 16, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 238 | SP | . 1ANKENY 1OWA GO 5% 06/01/23 1D | — | P | 02/13/2023 | 03/01/2023 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 13, 2023 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 239 | SP | I HINGHAM MASS GO 4% 0Z/16/24 FA | — | P | 02/07/2023 | 03/01/2023 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 7, 2023 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 240 | SP | HOUSTON TEX UTIL SYS REV REV 5.0000% 0S/1S/23 MN | — | P | 02/07/2023 | 03/01/2023 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 7, 2023 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 241 | SP | CABARRUS CNTY N C LTD GBLIG REV S% 06/01/23 JD | — | P | 02/14/2023 | 03/01/2023 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 14, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 242 | SP | JACKSON TENN G0 S% 06/0123 JD | — | P | 02/16/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 16, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 243 | SP | PIERCE CNTY WASH GO 3.5000K 08/01/22 FA | — | P | 02/01/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 1, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 244 | SP | IMAINE ST GD SX G6/01/23 ID | — | P | 02/28/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 28, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 245 | SP | JEA FLA WTR & SWR SYS REV REV S% 10A01E23 AO | — | P | 02/08/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 8, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 246 | SP | GRAND RAPIDS MICH SAN SWR 5YS REV 5% 01/01/32 JI | — | P | 02/10/2023 | 03/01/2023 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 10, 2023 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 247 | SP | [OHIO ST GO 5% 08/01/23 FA | — | P | 02/28/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 28, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 248 | SP | BANK OF AMERICA CORP CMN | — | P | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | BAC0.95 | BuyBuy | Spouse | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 249 | SP | TRUIST FINANCIAL CORPORATION CMN | — | P | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | TFC0.95 | BuyBuy | Spouse | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 250 | SP | DEERE & COMPANY CMN | — | P | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.94 | DE0.95 | BuyBuy | Spouse | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 251 | SP | ALLSTATE CORPORATION COMMON STOCK | — | P | 02/09/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | ALL0.95 | BuyBuy | Spouse | Feb 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 252 | SP | AMERICAN INTL GROUP, INC, CMN | — | P | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | AIG0.95 | BuyBuy | Spouse | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 253 | SP | KXR & CO. INC CMN | — | P | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 254 | SP | ISTRYKER CORPORATION CMN | — | P | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.84 | BuyBuy | Spouse | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 255 | SP | ALLSTATE CORPORATION COMMON STOCK | — | P | 02/14/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | ALL0.95 | BuyBuy | Spouse | Feb 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 256 | SP | ALLSTATE CORPORATON COMMON STOCK | — | P | 02/09/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 257 | SP | 1ALLSTATE CORPORATION COMMON STOCK | — | P | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.85 | BuyBuy | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 258 | SP | LEAR CORPORATION CMN OCR: low text confidence | — | P | 02/16/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | LEA0.95 | BuyBuy | Spouse | Feb 16, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 259 | SP | EAR CORPORATION CMN | — | P | 02/23/2023 | 03/01/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 23, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 260 | SP | ALLSTATE CORPORATION COMMON STOCK | — | P | 02/16/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | ALL0.95 | BuyBuy | Spouse | Feb 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 261 | SP | [ALPHABET INC, CMN CLASS A OCR: low text confidence | — | S (partial) | 02/08/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | GOOGL0.92 | PartialPartial sale | Spouse | Feb 8, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 262 | SP | PARKER-HANNIFIN CORP. CMN | — | S (partial) | 02/08/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | PH0.95 | PartialPartial sale | Spouse | Feb 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 263 | SP | SPKKR & CO. INC. CMN | — | S (partial) | 02/08/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 8, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 264 | SP | TEXAS INSTRUMENTS INC. CMN | — | S (partial) | 02/08/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | TXN0.95 | PartialPartial sale | Spouse | Feb 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 265 | SP | BANK CF. AMERICA CORP CMN | — | S (partial) | 02/08/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 8, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 266 | SP | BoOXiNg HoLdiNgS INC, CMn | — | S (partial) | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 267 | SP | BOOKINg HOLdiINGS INC. CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 268 | SP | EInDe PLC Cmn OCR: low text confidence | — | S (partial) | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Spouse | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 269 | SP | unde plc cmn | — | S (partial) | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 270 | SP | LNDE PLC CMN | — | S (partial) | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 271 | SP | LINOE PLC CMN | — | S (partial) | 02/15/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 15, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 272 | SP | — OCR: asset missing | — | S | 02/16/2023 | 03/01/2023 | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Spouse | Feb 16, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 273 | SP | BeRKSHIRe HaTHaWaY inc. CiASS b. OCR: low text confidence | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 274 | SP | IMARSH & MCLENNAN CD INC CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 275 | SP | IMICROSOFT CORPORATON CMN | — | S (partial) | 02/10/2023 | 03/01/2023 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 10, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |