Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Oct 6, 2023
- Filing year
- 2023
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 232
- Parser version
- ocr_grid_v3
- First seen
- Sep 8, 2026 23:51 UTC (initial backfill, not when it was published)
- Fetched
- Sep 9, 2026
- Parsed
- Nov 3, 2026
- Internal id
- 3446
REVIEW OCR 15p, rotation [90]: 232 rows from 14 data pages
Reading this page
This filing is a scanned image. The left half of each row below is our OCR reading of it: text read from the page and the box marked in each column. Each row carries a confidence and, where the reading may be wrong, the reason. Check the official document before relying on a row. The right half is our normalized interpretation.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 232
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 | [BLOCK INC CL A | — | S (partial) | 09/08/2023 | 10/02/2023 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 2 | DC | MICROSOFT CORP | — | P | 09/08/2023 | 10/02/2023 | $1,001 - $15,000 | 0.96 | MSFT0.95 | BuyBuy | Dependent | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | DC | GARTNER INC | — | P | 09/15/2023 | 10/02/2023 | $1,001 - $15,000 | 0.97 | IT0.95 | BuyBuy | Dependent | Sep 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | DC | BloCK iNC Cl. A | — | S | 09/15/2023 | 10/02/2023 | $1,001 - $15,000 | 0.97 | —0.90 | SellSell | Dependent | Sep 15, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 5 | DC | MICROSOFT CORP | — | P | 09/15/2023 | 10/02/2023 | $1,001 - $15,000 | 0.97 | MSFT0.95 | BuyBuy | Dependent | Sep 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | DC | Corvex Dynamic Equity Select LLC Class BA Series 1 | — | P | 09/01/2023 | 10/05/2023 | $250,001 - $500,000 | 0.96 | —0.00 | BuyBuy | Dependent | Sep 1, 2023 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 7 | DC | Tiger Globat Crossaver Access LLC Class A1 Series 11 | — | P | 09/25/2023 | 10/05/2023 | $100,001 - $250,000 | 0.96 | —0.00 | BuyBuy | Dependent | Sep 25, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 8 | DC | INTUITIVE SURGICAL, INC. CMN | — | P | 09/01/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | ISRG0.95 | BuyBuy | Dependent | Sep 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | DC | N V R INC CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | NVR0.92 | BuyBuy | Dependent | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | DC | HUMANA INC. CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | HUM0.95 | BuyBuy | Dependent | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | DC | LABORATORY CORPORATION OF AMER CMN | — | P | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 12 | DC | REGAL REXNORD CORP CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | RRX0.95 | BuyBuy | Dependent | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | DC | TARGET CORPORATION CMN | — | P | 09/19/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | TGT0.95 | BuyBuy | Dependent | Sep 19, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | DC | EXTRA SPACE STORAGE INC. CMN | — | P | 09/21/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | EXR0.95 | BuyBuy | Dependent | Sep 21, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | ? | HCA HEALTHCARE, INC CMN OCR: owner unreadable | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.60 | HCA0.95 | BuyBuy | Unknown | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 16 | ? | MEDTRONIC PUBLIC LIMITED COMPA CMN OCR: owner unreadable | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.60 | MDT0.95 | BuyBuy | Unknown | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 17 | DC | LABORATORY CORPORATION OF AMER CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 18 | ? | SS&C TECHNOLOGIES HOLDINGS, IN CMN OCR: owner unreadable | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.60 | SSNC0.95 | BuyBuy | Unknown | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 19 | DC | LEAR CORPORATION CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | LEA0.95 | BuyBuy | Dependent | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | DC | EXTRA SPACE STORAGE INC. CMN | — | P | 09/25/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | EXR0.95 | BuyBuy | Dependent | Sep 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | DC | HONEYWELL. INTL INC CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | HON0.92 | BuyBuy | Dependent | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | DC | EXTRA SPACE STORAGE INC. CMN | — | P | 09/20/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | EXR0.95 | BuyBuy | Dependent | Sep 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | DC | LABORATORY CORPORATION OF AMER CMN | — | P | 09/20/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Sep 20, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 24 | DC | EXTRA SPACE STORAGE INC. CMN | — | P | 09/18/2023 | 10/05/2023 | $1,001 - $15,000 | 0.96 | EXR0.95 | BuyBuy | Dependent | Sep 18, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | DC | LABORATORY CORPORATION OF AMER CMN | — | P | 09/07/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Sep 7, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 26 | DC | LABORATORY CORPORATION OF AMER CMN | — | P | 09/21/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Sep 21, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 27 | DC | CALL/LLY FLEX EURO PM @ 490 EXP 09/01/2023 | — | P | 09/01/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Sep 1, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 28 | DC | ELI ULIY & CO CMN | — | S (partial) | 09/01/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Sep 1, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 29 | ? | KKR & CO. INC. CMN OCR: owner unreadable | — | S (partial) | 09/14/2023 | 10/05/2023 | $1,001 - $15,000 | 0.60 | KKR0.95 | PartialPartial sale | Unknown | Sep 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 30 | DC | PARKER-HANNIFIN CORP. CMN | — | S (partial) | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.96 | PH0.95 | PartialPartial sale | Dependent | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | DC | CATERPILLAR INC (DELAWARE) CMN | — | S (partial) | 09/01/2023 | 10/05/2023 | $1,001 - $15,000 | 0.96 | CAT0.95 | PartialPartial sale | Dependent | Sep 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | ? | MARSH & MCLENNAN CO INC CMN OCR: owner unreadable | — | S (partial) | 09/18/2023 | 10/05/2023 | $1,001 - $15,000 | 0.60 | MRSH0.95 | PartialPartial sale | Unknown | Sep 18, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 33 | DC | SHERWIN-WILLIAMS CO CMN | — | S (partial) | 09/01/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | SHW0.95 | PartialPartial sale | Dependent | Sep 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | ? | SHERWIN-WILLIAMS CO CMN OCR: owner unreadable | — | S | 09/01/2023 | 10/05/2023 | $1,001 - $15,000 | 0.60 | SHW0.95 | SellSell | Unknown | Sep 1, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 35 | DC | WALT DISNEY COMPANY (THEI CMN | — | S (partial) | 09/27/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Sep 27, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | DC | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 09/20/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | DIS0.95 | PartialPartial sale | Dependent | Sep 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | DC | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 09/29/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | DIS0.95 | PartialPartial sale | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | DC | VERIZON COMMUNICATIONS, INC. CMN | — | S (partial) | 09/28/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | VZ0.95 | PartialPartial sale | Dependent | Sep 28, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | DC | MORGAN STANLEY CMN | — | S (partial) | 09/01/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | MS0.95 | PartialPartial sale | Dependent | Sep 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | DC | VERIZON COMMUNICATIONS, INC. CMN | — | S | 09/29/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | VZ0.95 | SellSell | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | DC | WALT DISNEY CoMPANY (THE) CMN | — | S (partial) | 09/28/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | DIS0.95 | PartialPartial sale | Dependent | Sep 28, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | DC | WALT DISNEY COMPANY (THE) CMN | — | S | 09/19/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | DIS0.95 | SellSell | Dependent | Sep 19, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | DC | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | MU0.95 | PartialPartial sale | Dependent | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | DC | BERKSHIRE HATHAWAY INC. CLASS B | — | S (partial) | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | BRK-B0.92 | PartialPartial sale | Dependent | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | ? | GENERAL MOTORS COMPANY CMN OCR: owner unreadable | — | S (partial) | 09/27/2023 | 10/05/2023 | $1,001 - $15,000 | 0.60 | GM0.95 | PartialPartial sale | Unknown | Sep 27, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 46 | DC | ALPHABET INC. CMN CLASS A | — | S (partial) | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | GOOGL0.92 | PartialPartial sale | Dependent | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | DC | KKR & CO. INC. CMN | — | S (partial) | 09/14/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | KKR0.95 | PartialPartial sale | Dependent | Sep 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | DC | AMERICAN EXPRESS COMPANY HYBRID 07/27/2029 | — | P | 09/20/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Sep 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 49 | SP | METROPOLITAN GOVT NASHVILLE & REV 5% 07/01/30 J | — | P | 09/06/2023 | 09/08/2023 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 50 | SP | IPFIZER INC. CMN | — | P | 09/06/2023 | 10/05/2023 | $50,001 - $100,000 | 0.96 | —0.83 | BuyBuy | Spouse | Sep 6, 2023 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 51 | SP | CROWN CASTLE INTL CORP CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.95 | CCI0.92 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 52 | SP | MC DONALDS CORP CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | MCD0.92 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 53 | SP | CVS HEALTH CORP CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | CVS0.95 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 54 | SP | WASTE MANAGEMENT INC CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | WM0.95 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 55 | SP | KELLOGG COMPANY CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 56 | SP | NASDAQ INC. CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | NDAQ0.95 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 57 | SP | MICROSOFT CORPORATION CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | MSFT0.95 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 58 | SP | KEURIG DR PEPPER INC CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | KDP0.95 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 59 | SP | ALTRIA GROUP, INC. CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | MO0.95 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 60 | SP | ESTEE LAUDER COS INC CL-A CMN ClaSS A | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | EL0.95 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 61 | SP | ABBVIE INC CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | ABBV0.95 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 62 | SP | BAXTER INTERNATIONAL INC CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | BAX0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | SP | MERCK & CO., INC. CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | MRK0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | SP | MID-AMERICA APT CMNTYS INC CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 65 | SP | SHELL PLC SPONSORED ADR CMN | — | P | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 66 | SP | THE HERSHEY COMPANY CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | HSY0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | SP | iSHARES, INC.MSCI JAPAN ETF MUTuAL FUND | — | P | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Sep 8, 2023 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 68 | SP | W.R. BERKLEY CORPORATION CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | WRB0.92 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | SP | VERIZON COMMUNICATIONS, INC. CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | VZ0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | SP | BANK OF AMERICA CORP CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | BAC0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | SP | CAMPBELL SOUP CO CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 72 | SP | UNITEDHEALTH GROUP INCORPORATE CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | UNH0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 73 | SP | TELEDYNE TECHNOLOGIES INCORPOR CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | TDY0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 74 | SP | WILLIS TOWERS WATSON PLC CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | WTW0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | SP | THE PROGRESSIVE CORPORATION CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | PGR0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | SP | THE KRAFT HEINZ CO CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | KHC0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 77 | SP | TYSON FOODS INC CL-A CMN CLASS A | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | TSN0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 78 | SP | CORTEVA, INC. CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | CTVA0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | SP | CORNING INCORPORATED CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | GLW0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 80 | SP | NEWELL BRANDS INC CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | NWL0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | SP | SENSATA TECHNOLOGIES HOLDING P CMN | — | P | 09/27/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | ST0.95 | BuyBuy | Spouse | Sep 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 82 | SP | 3M COMPANY CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | MMM0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 83 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 09/05/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | CALY0.92 | BuyBuy | Spouse | Sep 5, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 09/12/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | CALY0.92 | BuyBuy | Spouse | Sep 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 85 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 09/14/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | CALY0.92 | BuyBuy | Spouse | Sep 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | CALY0.92 | BuyBuy | Spouse | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 87 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 09/11/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | CALY0.92 | BuyBuy | Spouse | Sep 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 88 | SP | DOLLAR GENERAL CORPORATION CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | DG0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 89 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 09/26/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | CALY0.92 | BuyBuy | Spouse | Sep 26, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 90 | SP | THERMO FISHER SCIENTIFIC INC CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | TMO0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 91 | SP | LIVENT CORPORATION CMN | — | P | 09/21/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.83 | BuyBuy | Spouse | Sep 21, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 92 | SP | SBA COMMUNICATIONS CORPORATION CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | SBAC0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 93 | SP | CAMDEN PROPERTY TRUST CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | CPT0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | SP | GARMIN ITD CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 95 | SP | PNC FINANCIAL SERVICES GROUP, CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | PNC0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 96 | SP | ASSURANT, INC. CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | AIZ0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 97 | SP | CHUBB LIMITED CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | CB0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 98 | SP | BROWN & BROWN, INC. CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | BRO0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 09/28/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | CALY0.92 | BuyBuy | Spouse | Sep 28, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 100 | SP | FASTENAL COMPANY CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | FAST0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 101 | SP | BROWN FORMAN CORP CL B CMN CLaSS B | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | BF-B0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 102 | SP | HEALTHPEAK PROPERTIES INC CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | DOC0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 103 | SP | ALISTATE CORPORATION COMMON STOCK | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 104 | SP | BAXTER INTERNATIONAL INC CMN | — | P | 09/28/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | BAX0.95 | BuyBuy | Spouse | Sep 28, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 105 | SP | PHILIP MORRIS INTL INC CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | PM0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 106 | SP | BAXTER INTERNATIONAL INC CMN | — | P | 09/27/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | BAX0.95 | BuyBuy | Spouse | Sep 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 107 | SP | TARGET CORPORATION CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | TGT0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 108 | SP | PAYPAL HOLDINGS, INC. CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | PYPL0.95 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 109 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | CALY0.92 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 110 | SP | TOPGOLF CALLAWAY BAANDS CORP CMN | — | P | 09/07/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 7, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 111 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 09/19/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | CALY0.92 | BuyBuy | Spouse | Sep 19, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 112 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 09/21/2023 | 10/05/2023 | $1,001 - $15,000 | 0.86 | CALY0.92 | BuyBuy | Spouse | Sep 21, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 113 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 09/29/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | CALY0.92 | BuyBuy | Spouse | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 114 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 09/27/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | CALY0.92 | BuyBuy | Spouse | Sep 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 115 | SP | LIVENT CORPORATION CMN | — | P | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.83 | BuyBuy | Spouse | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 116 | SP | NOVO-NORDISK A/S ADR ADR CMN | — | P | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | NVO0.95 | BuyBuy | Spouse | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 117 | SP | PUT/XSP @ 439 EXP 09/29/2023 | — | P | 09/27/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 27, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 118 | SP | CALL/UBS FLEX EURO PM @ 23 EXP 09/08/2023 | — | P | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 8, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 119 | SP | CALL/NVO FLEX EURO PM @ 18O EXP 09/08/2023 | — | P | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 8, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 120 | SP | PUT/XSP @ 408 EXP 12/15/2023 | — | S | 09/27/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Sep 27, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 121 | SP | PUT/XSP @ 413 EXP 11/30/2023 | — | S | 09/27/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Sep 27, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 122 | SP | PUT/XSP @ 435 EXP 10/27/2023 | — | S | 09/07/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Sep 7, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 123 | SP | @ 432 EXP PUT/XSP 11/03/2023 | — | S | 09/11/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Sep 11, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 124 | SP | PUT/XSP @ 429 EXP 11/17/2023 | — | S | 09/14/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Sep 14, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 125 | SP | PUT/XSP @ 415 EXP 11/10/2023 | — | S | 09/21/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Sep 21, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 126 | SP | NWD NOSNHOI & OSNHO! | — | S (partial) | 09/06/2023 | 10/05/2023 | $50,001 - $100,000 | 0.97 | —0.00 | PartialPartial sale | Spouse | Sep 6, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 127 | SP | ABBOTT LABORATORIES CMN | — | S | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | ABT0.95 | SellSell | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 128 | SP | BRISTOL-MYERS SQUIBB COMPANY CMN | — | S | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | BMY0.95 | SellSell | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 129 | SP | COCA-COLA COMPANY (THE) CMN | — | S | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | KO0.95 | SellSell | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 130 | SP | WALMART INC CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | WMT0.95 | PartialPartial sale | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 131 | SP | COLGATE-PALMOLIVE CO CMN | — | S | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | CL0.95 | SellSell | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 132 | SP | WELLS FARGO & CO (NEW) CMN | — | S | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | WFC0.95 | SellSell | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 133 | SP | AMERICAN TOWER CORPORATION CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | AMT0.95 | PartialPartial sale | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 134 | SP | CENTENE CORPORATION CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | CNC0.95 | PartialPartial sale | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 135 | SP | REPUBLIC SERVICES INC CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | RSG0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 136 | SP | ELEVANCE HEALTH INC CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | ELV0.95 | PartialPartial sale | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 137 | SP | KIMBEREY-CLARK CORPORATION CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.84 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 138 | SP | FIDELITY NATL INFO SVCS INC CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | FIS0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 139 | SP | UBS GROUP AG CMN | — | S (partial) | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | UBS0.95 | PartialPartial sale | Spouse | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 140 | SP | THE TRAVELERS COMPANIES, INC CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | TRV0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 141 | SP | PUBLIC STORAGE CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | PSA0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 142 | SP | EXTRA SPACE STORAGE INC. CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | EXR0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 143 | SP | VICI PROPERTIES INC. CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | VICI0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 144 | SP | REALTY INCOME CORPORATION CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | O0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 145 | SP | AMCOR PLC CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | AMCR0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 146 | — | Ful Arset Ntame 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 |
| 147 | SP | AON PUBLIC LIMITED COMPANY CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | AON0.95 | PartialPartial sale | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 148 | SP | GENERAL MILLS INC CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | GIS0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 149 | SP | MOTOROLA SOLUTIONS INC CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | MSI0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 150 | SP | BIOGEN INC. CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | BIIB0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 151 | SP | NORTHERN TRUST CORP CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | NTRS0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 152 | SP | CARRIER GLOBAL CORPORATION CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | CARR0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 153 | SP | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | MU0.95 | PartialPartial sale | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 154 | SP | HORMELFOODSCORPORATION CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | HRL0.92 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 155 | SP | AT&T INC. CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | T0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 156 | SP | REGIONS FINANCIAL CORPORATION CMN | — | S (partial) | 09/29/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | RF0.95 | PartialPartial sale | Spouse | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 157 | SP | DEXCOM, INC. CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | DXCM0.95 | PartialPartial sale | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 158 | SP | GENERAL MOTORS COMPANY CMN | — | S (partial) | 09/27/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | GM0.95 | PartialPartial sale | Spouse | Sep 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 159 | SP | QUEST DIAGNOSTICS INCORPORATED CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | DGX0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 160 | SP | NEWMONT CORP CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | NEM0.95 | PartialPartial sale | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 161 | SP | CITIGROUP INC. CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | C0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 162 | SP | UNILEVER PLC (NEW) SPONSORED ADR CMN | — | S (partial) | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 163 | SP | SANOFI SPONSORED ADR CMN | — | S (partial) | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 164 | SP | NVIDIA CORPORATION CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | NVDA0.95 | PartialPartial sale | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 165 | SP | INCYTE CORPORATION CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | INCY0.95 | PartialPartial sale | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 166 | SP | T. ROWE PRICE GROUP, INC. CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | TROW0.92 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 167 | SP | STATE STREET CORPORATION (NEW) CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | STT0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 168 | SP | UDR INC CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | UDR0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 169 | SP | INTL.FLAVORS & FRAGRANCE CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 170 | SP | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 09/07/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | MU0.95 | PartialPartial sale | Spouse | Sep 7, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 171 | SP | CARDINAL HEALTH, INC. CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | CAH0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 172 | SP | CENCORA INC CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | COR0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 173 | SP | ALEXANDRIA REAL ESTATE EQUITIES, Inc. | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | ARE0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 174 | SP | SOUTHWEST AIRLINES CO CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | LUV0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 175 | SP | SYSCO CORPORATION CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | SYY0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 176 | SP | REGIONS FINANCIAL CORPORATION CMN | — | S (partial) | 09/27/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | RF0.95 | PartialPartial sale | Spouse | Sep 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 177 | SP | CONAGRA BRANDS INC CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | CAG0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 178 | SP | FMC CORPORATION CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | FMC0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 179 | SP | URBAN OUTFITTERS INC CMN | — | S (partial) | 09/26/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | URBN0.95 | PartialPartial sale | Spouse | Sep 26, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 180 | SP | DXC TECHNOLOGY COMPANY CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | DXC0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 181 | SP | WALGREENS BOOTS ALLIANCE, INC. CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 182 | SP | HUMANA INC. CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | HUM0.95 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 183 | SP | LABORATORY CORPORATION DF AMER CMN | — | P | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 184 | SP | HCA HEALtHCARE, INC CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | HCA0.95 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 185 | SP | TARGET CORPORATION CMN | — | P | 09/19/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | TGT0.95 | BuyBuy | Spouse | Sep 19, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 186 | SP | REGAL REXNORD CORP CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | RRX0.95 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 187 | SP | UNION PACIFIC CORP, CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | UNP0.95 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 188 | SP | LABORATORY CORPORATION OF AMER CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 189 | SP | EXTRA SPACE STORAGE INC.CMN | — | P | 09/21/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | EXR0.95 | BuyBuy | Spouse | Sep 21, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 190 | SP | LEAR CORPORATION CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | LEA0.95 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 191 | SP | SS&C TechnOLogIes HoLdIngS, In CMN OCR: low text confidence | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.60 | SSNC0.95 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 192 | SP | EXTRA SPACE STORAGE INC. CMN | — | P | 09/25/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | EXR0.95 | BuyBuy | Spouse | Sep 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 193 | SP | MEDTRONIC PUBLIC LIMITED COMPA CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | MDT0.95 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 194 | SP | LABORATORY CORPORATION OF AMER CMN | — | P | 09/20/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 20, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 195 | SP | EXTRA SPACE STORAGE INC. CMN | — | P | 09/20/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | EXR0.95 | BuyBuy | Spouse | Sep 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 196 | SP | HONEYWELL INTL iNC CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | HON0.95 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 197 | SP | EXTRA SPACE STORAGE INC. CMN | — | P | 09/18/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | EXR0.95 | BuyBuy | Spouse | Sep 18, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 198 | SP | FERGUSON PLC CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 199 | SP | LABORATORY CORPORATION OF AMER CMN | — | P | 09/07/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Sep 7, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 200 | SP | WELLS FARGO & CO (NEW) CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | WFC0.95 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 201 | SP | WELLS FARGO & COMPANY HYBRID PERPETUAL | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 202 | SP | LABORATORY CORPORATION OF AMER CMN | — | P | 09/21/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Sep 21, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 203 | SP | SHERWIN-WILLIAMS CO CMN | — | S (partial) | 09/01/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | SHW0.95 | PartialPartial sale | Spouse | Sep 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 204 | SP | KKR & CO. INC. CMN | — | S (partial) | 09/14/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | KKR0.95 | PartialPartial sale | Spouse | Sep 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 205 | SP | MARSH & MCLENNAN CO INC CMN | — | S (partial) | 09/18/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | MRSH0.95 | PartialPartial sale | Spouse | Sep 18, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 206 | SP | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 09/19/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | DIS0.95 | PartialPartial sale | Spouse | Sep 19, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 207 | SP | SHERWIN-WILLIAMS CO CMN | — | S | 09/01/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | SHW0.95 | SellSell | Spouse | Sep 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 208 | SP | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 09/27/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | DIS0.95 | PartialPartial sale | Spouse | Sep 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 209 | SP | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 09/29/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | DIS0.95 | PartialPartial sale | Spouse | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 210 | SP | VERIZON COMMUNICATIONS, INC. CMN | — | S (partial) | 09/28/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | VZ0.95 | PartialPartial sale | Spouse | Sep 28, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 211 | SP | VERIZON COMMUNICATIONS, INC. CMN | — | S | 09/29/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | VZ0.95 | SellSell | Spouse | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 212 | SP | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 09/20/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | DIS0.95 | PartialPartial sale | Spouse | Sep 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 213 | SP | WALT DISNEY COMPANY (THE) CMN | — | S | 09/28/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | DIS0.95 | SellSell | Spouse | Sep 28, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 214 | DC | Tiger Global Crossover Access LlC Class A1 Series 11 | — | P | 09/25/2023 | 10/05/2023 | $250,001 - $500,000 | 0.95 | —0.00 | BuyBuy | Dependent | Sep 25, 2023 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 215 | SP | Eaton Corporation PLC | — | S | 09/29/2023 | 10/03/2023 | $15,001 - $50,000 | 0.98 | ETN0.95 | SellSell | Spouse | Sep 29, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 216 | SP | Target Corp | — | S | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.99 | TGT0.95 | SellSell | Spouse | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 217 | SP | Accenture PLC | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | ACN0.95 | BuyBuy | Spouse | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 218 | SP | Coca-Cola Co | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | KO0.95 | BuyBuy | Spouse | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 219 | SP | ConocoPhillips COM | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | COP0.95 | BuyBuy | Spouse | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 220 | SP | Zoetis Inc | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | ZTS0.95 | BuyBuy | Spouse | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 221 | DC | Eaton Corporation PLC | — | S | 09/29/2023 | 10/03/2023 | $15,001 - $50,000 | 0.99 | ETN0.95 | SellSell | Dependent | Sep 29, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 222 | DC | Target Corp | — | S | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.99 | TGT0.95 | SellSell | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 223 | DC | Accenture PLC | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | ACN0.95 | BuyBuy | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 224 | DC | Coca-Cola Co | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | KO0.95 | BuyBuy | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 225 | ? | ConacoPhilllps COM OCR: owner unreadable | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Sep 29, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 226 | DC | Zoetis Inc | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | ZTS0.95 | BuyBuy | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 227 | DC | Eaton Corporation PLC | — | S | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.99 | ETN0.95 | SellSell | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 228 | DC | Target Corp | — | S | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.99 | TGT0.95 | SellSell | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 229 | DC | Accenture PLC | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | ACN0.95 | BuyBuy | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 230 | DC | Coca-Cola Co | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | KO0.95 | BuyBuy | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 231 | DC | ConocoPhillips COM | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | COP0.95 | BuyBuy | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 232 | DC | Zoetis Inc | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | ZTS0.95 | BuyBuy | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |