Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 6, 2024
- Filing year
- 2024
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 262
- 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
- 3890
REVIEW OCR 18p, rotation [90]: 262 rows from 16 data pages, 2 pages unread, 1 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 · 262
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 | CISCO SYSTEMS, INC, CMN | — | P | 02/02/2024 | 03/05/2024 | $15,001 - $50,000 | 0.95 | CSCO0.95 | BuyBuy | Dependent | Feb 2, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 2 | DC | XYLEM INC. CMN | — | P | 02/02/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | XYL0.95 | BuyBuy | Dependent | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | DC | SYSCO CORPORATION CMN OCR: date uncertain | — | P | 02/01/2024 | — | $1,001 - $15,000 | 0.60 | SYY0.95 | BuyBuy | Dependent | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 4 | ? | MORGAN STANLEY CMN OCR: owner unreadable | — | P | 02/02/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | MS0.95 | BuyBuy | Unknown | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 5 | DC | NEXTERA ENErGY, 1NC. CMN OCR: low text confidence | — | P | 02/02/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Dependent | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 6 | DC | KEYCORP CMN | — | P | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | KEY0.95 | BuyBuy | Dependent | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | DC | EXTRA SPACE STORAGE INC. CMN | — | P | 02/15/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | EXR0.95 | BuyBuy | Dependent | Feb 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | DC | SYSCO CORPORATION CMN | — | P | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | SYY0.95 | BuyBuy | Dependent | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | DC | SYSCO CORPORATION CMN | — | P | 02/12/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | SYY0.95 | BuyBuy | Dependent | Feb 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | DC | KEYCoRP CMN OCR: low text confidence | — | P | 02/05/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | KEY0.95 | BuyBuy | Dependent | Feb 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 11 | DC | KEYCORP CMN | — | P | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.94 | KEY0.95 | BuyBuy | Dependent | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | ? | SYSCO CORPORATON CMN OCR: owner unreadable | — | P | 02/22/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Feb 22, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 13 | ? | SYSCO CORPORATION CMN OCR: owner unreadable | — | P | 02/23/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | SYY0.95 | BuyBuy | Unknown | Feb 23, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 14 | ? | CVS HEALTH CORP CMN OCR: owner unreadable | — | S (partial) | 02/02/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | CVS0.95 | PartialPartial sale | Unknown | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 15 | ? | TRUIST FINANCAL CORPORATION CMN OCR: owner unreadable | — | S | 02/02/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.87 | SellSell | Unknown | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 16 | DC | KKR & CO. INC. CMN | — | S | 02/06/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | KKR0.95 | SellSell | Dependent | Feb 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | DC | KKr & Oo. Inc. CMn | — | S | 02/15/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Feb 15, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 18 | DC | KKR.& CO. INC. CMN | — | S | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.94 | KKR0.95 | SellSell | Dependent | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | DC | OLd DoMINIoN FReIGHt uNE, INc | — | S (partial) | 02/02/2024 | — | $1,001 - $15,000 | 0.96 | —0.84 | PartialPartial sale | Dependent | Feb 2, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 20 | DC | AMERICAN TOWER CORPORATION CMN OCR: low text confidence | — | S (partial) | 02/02/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | AMT0.95 | PartialPartial sale | Dependent | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 21 | DC | T RLIST FINANCIAL CORPORATION CMN | — | S | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 22 | DC | MICROSOFT CORPORATION CMN | — | S (partial) | 02/02/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | MSFT0.95 | PartialPartial sale | Dependent | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | DC | ELI LY & CO CMN OCR: low text confidence | — | S (partial) | 02/02/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Dependent | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 24 | ? | LnDe PLC CMn OCR: owner unreadable | — | S (partial) | 02/02/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 25 | DC | PENN ENTERTAINMENT INC CMN | — | P | 02/15/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | PENN0.95 | BuyBuy | Dependent | Feb 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | DC | PENN ENTERTAINMENT INC CMN | — | P | 02/02/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | PENN0.95 | BuyBuy | Dependent | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | DC | SYSCO CORPORATION CMN | — | P | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | SYY0.95 | BuyBuy | Dependent | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | ? | INTL.FLAVORS & FRAGRANCE CMN OCR: owner unreadable, low text confidence | — | S | 02/21/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Feb 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 29 | DC | CarTer'S, INC. CMN OCR: low text confidence | — | S (partial) | 02/23/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | CRI0.92 | PartialPartial sale | Dependent | Feb 23, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 30 | DC | BERKSHIRE HATHAWAY INC. CLASS B | — | S (partial) | 02/23/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | BRK-B0.92 | PartialPartial sale | Dependent | Feb 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | DC | URBaN OUTFITTERS iNC CMiN | — | S (partial) | 02/05/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Feb 5, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 32 | DC | GENERAL MOTORS COMPANY CMN | — | S (partial) | 02/20/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | GM0.95 | PartialPartial sale | Dependent | Feb 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | DC | ELANCO ANIMAL HEALTH INCORPORA Cmn | — | S (partial) | 02/22/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | ELAN0.95 | PartialPartial sale | Dependent | Feb 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | DC | TRUIST FINANCIAL CORPORATION CMN | — | S (partial) | 02/02/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | TFC0.95 | PartialPartial sale | Dependent | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | DC | THE HOME DEPOT, INC. CMN | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | HD0.95 | BuyBuy | Dependent | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 36 | ? | PEPSiCO, INC. CMN OCR: owner unreadable | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.60 | PEP0.95 | BuyBuy | Unknown | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 37 | DC | PFZER INC. CMN | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.82 | BuyBuy | Dependent | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 38 | DC | WALMART INC CMN | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | WMT0.95 | BuyBuy | Dependent | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 39 | DC | SCO SYSTEMS, INC. CNIN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 40 | DC | MASTERCARD INCORPORATED CMN Class a | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | MA0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | DC | ZOETIS INC. CMN CLASS A | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | ZTS0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | DC | CATERPILLAR INC (DELAWARE) CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | CAT0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | DC | STARBUCKS CORP. CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | SBUX0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | DC | REALTY INCOME CORPORATION CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | O0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | DC | TIX COMPANIES INC (NEW) CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 46 | ? | BECTON, DICKINSON AND COMPANY CMN OCR: owner unreadable, low text confidence | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | BDX0.95 | BuyBuy | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 47 | ? | APTIV PLC CMN OCR: owner unreadable | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | APTV0.95 | BuyBuy | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 48 | DC | ALBEMARLE CORP CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | ALB0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | ? | JPMORGAN CHASE & CO CMN OCR: owner unreadable | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | JPM0.95 | BuyBuy | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 50 | DC | FORD MOTOR COMPANY CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | F0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | DC | MONoutHIc poWEr SYstes, Inc. CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 52 | DC | AON PUBUC UMITED COMPANY CMN OCR: low text confidence | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 53 | DC | CHARTER COMMUNICATIONS, INC. Cmn | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | CHTR0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | DC | MscI Inc. CMn | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | MSCI0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | DC | FiSerV, INc. CMn | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | FISV0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | DC | SIMON PROPERTY GROUP INC CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | SPG0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | DC | IDEXX LABORATORIES CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.93 | IDXX0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | DC | ANALOG DEVICES, INC. CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | ADI0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | DC | Netflix, Inc., cmn | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | NFLX0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | ? | SynoPsys Inc, GMn OCR: owner unreadable | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 61 | DC | LAS VEGAS'SANS CORP., CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 62 | DC | PayPaL HoLdings, Inc. Cmn | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | PYPL0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | DC | ARCHER-DANIELS-MIDLAND COMPANY Cmn | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | ADM0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | DC | THE KRAFT HEINZ CO CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | KHC0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | DC | WALT DISNEY OOMPANY (THE) CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 66 | DC | ON SEMICONDUCTOR CORPORATION CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | ON0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | DC | Tesla, Inc. cmn | — | S (partial) | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | TSLA0.95 | PartialPartial sale | Dependent | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 68 | DC | JOHNSON & JOHNSON CMN | — | S (partial) | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | JNJ0.95 | PartialPartial sale | Dependent | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 69 | DC | COCA-COLA COMPANY (THE) CMIN | — | S (partial) | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 70 | DC | BRISTOL-MYERS SQUIBB COMPANY CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | BMY0.95 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | DC | GILEAD SCIENcES CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | GILD0.95 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | DC | Mc donaLDs coRP CMn OCR: low text confidence | — | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | MCD0.92 | PartialPartial sale | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 73 | DC | MEDTRONIC PUBC MTED COMPA | — | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 74 | ? | KIMBERLY-CLARK CORPORATION CMN OCR: owner unreadable | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | KMB0.95 | SellSell | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 75 | DC | AIR PRODUCTS & CHEMICALS INC CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | APD0.95 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | DC | HuMana Inc. cMn | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | HUM0.95 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 77 | DC | DuPont dE NeMourS Inc GMn OCR: low text confidence | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 78 | DC | MONSTER BEVERAGE CORPORATION CMN | — | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | MNST0.95 | PartialPartial sale | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | DC | KROGER COMPANY CMN OCR: low text confidence | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | KR0.95 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 80 | DC | CARRIER GLOBAL CORPORATION CMN | — | S (partial) | 02/13/2024 | — | $1,001 - $15,000 | 0.96 | CARR0.95 | PartialPartial sale | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | DC | MICROCHIP TECHNOLOGY INCORPORA | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | MCHP0.95 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 82 | DC | Juniper NetWoRKs, Inc. CMn | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 83 | DC | NEWMONT CORP CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | NEM0.95 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | DC | Ansys, Inc. CMn | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 85 | DC | CHEMED CORP CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | CHE0.95 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | DC | BROADRIDGE FINANCIAL SOLUTIONS In cmn | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | BR0.95 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 87 | ? | ROCKWELL. AUTOMATION INC CMN OCR: owner unreadable | — | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | ROK0.92 | PartialPartial sale | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 88 | DC | FLEEtCOR TeCHNoLogIEs, INc. CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 89 | DC | SNaP-ON inC CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | SNA0.95 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 90 | DC | CARDINAL HEALTH, INC. CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | CAH0.95 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 91 | DC | KELLANOVA CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 92 | ? | PARAMOUNT GLOBAL CMN CLASS B OCR: owner unreadable | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 93 | DC | HEWLETT PACKARD ENTERPRISE CO CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | HPE0.95 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | DC | MCCoRMICK & CO NoN VTG SHRS CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 95 | DC | Hp Inc. cmn | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | HPQ0.95 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 96 | DC | VICI PROPERTIES INC. CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.93 | VICI0.95 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 97 | ? | BORGWARNER INC, CMN OCR: owner unreadable | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | BWA0.95 | SellSell | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 98 | DC | WELLTOWER, INC, CMN | — | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | WELL0.95 | PartialPartial sale | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | DC | S&P GLOBALING, CMN | — | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 100 | ? | SBA COMMUNICATIONS CORPORATION CMN OCR: owner unreadable | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | SBAC0.95 | SellSell | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 101 | ? | WARNER BROS DISCOVERY INC CMN OCR: owner unreadable | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | WBD0.92 | SellSell | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 102 | ? | QuEst DIaGnOSTIcS INCoRPoraTEd OCR: owner unreadable | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | DGX0.95 | SellSell | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 103 | DC | BUnGE GLObAL SA cMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | BG0.95 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 104 | DC | CROWN HOLDINGS INC CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | CCK0.95 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 105 | SP | PePsiCo, Inc. CMn | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | PEP0.95 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 106 | SP | MASTERCARD INCORPORATED CMN GLASS A | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 107 | SP | Cisco SYsTeMs, Inc, cMn | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | CSCO0.95 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 108 | SP | MERCK & C., INC, CMN | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 109 | SP | BRISTOL-MYERS SQUIBB COMPANY CMN | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | BMY0.95 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 110 | SP | PENN ENTERTAINMENT INC CMN | — | P | 02/15/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | PENN0.95 | BuyBuy | Spouse | Feb 15, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 111 | SP | PENN ENTERTAINMENT' INC CMN | — | P | 02/02/2024 | 03/05/2024 | $15,001 - $50,000 | 0.95 | PENN0.95 | BuyBuy | Spouse | Feb 2, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 112 | SP | NIKE CLASS-B CMN CIASS B | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 113 | SP | WALT DISNEY COMPANY (THE) CMN | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.95 | DIS0.95 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 114 | SP | S&P gLoeal Inc. Cmn | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.81 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 115 | SP | ALPhabet In, Cmn CLaSS A | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 116 | SP | APPUed MateRlaLS Inc CMn | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 117 | SP | RELX PLC SPONSORED ADR CMN | — | P | 02/09/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | —0.00 | BuyBuy | Spouse | Feb 9, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 118 | SP | AoN PUBLIC LIMITEd CoMPANY CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | AON0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 119 | SP | BP P.L.C. SPONSORED ADR CMN | — | P | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 120 | SP | ABBVIE INC CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | ABBV0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 121 | SP | PENN ENTERTAINMENT INC CMN | — | P | 02/20/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | PENN0.95 | BuyBuy | Spouse | Feb 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 122 | SP | BECTON, DICXINSON AND COMPANY CMN | — | P | 02/13/2024 | — | $1,001 - $15,000 | 0.95 | —0.84 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 123 | SP | PENN ENTERTaINMENT INC CMN | — | P | 02/16/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | PENN0.95 | BuyBuy | Spouse | Feb 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 124 | ? | PENN ENTERTAINMIENT INC CMN OCR: owner unreadable | — | P | 02/07/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.88 | BuyBuy | Unknown | Feb 7, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 125 | SP | PENN ENTERTAINNENT INC CMN | — | P | 02/27/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.85 | BuyBuy | Spouse | Feb 27, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 126 | SP | PENN ENIERTAINMENT INC CMN OCR: low text confidence | — | P | 02/21/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.85 | BuyBuy | Spouse | Feb 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 127 | SP | EDWARDS LIFESCIENCES CORPORATI CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | EW0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 128 | SP | CoRtEVA, Inc. CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | CTVA0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 129 | SP | PENN ENTERTAINMENT INC CMN | — | P | 02/05/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | PENN0.95 | BuyBuy | Spouse | Feb 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 130 | SP | PALO AlTo NETWORKS INC. CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | PANW0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 131 | SP | PENN ENTERTAINMENT INC CMN | — | P | — | 03/05/2024 | $1,001 - $15,000 | 0.96 | PENN0.95 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 132 | SP | PENN ENTERTAINMENT INC CMN | — | P | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | PENN0.95 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 133 | SP | COCA COLA EUROPEAN PARTNERS PL | — | P | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 134 | SP | TOPGOLF CALLAWAY BRANDS CORP | — | P | 02/23/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | CALY0.92 | BuyBuy | Spouse | Feb 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 135 | SP | METTLER-TOLEDO INTL CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.91 | MTD0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 136 | SP | TOPGOLF CALLAWAY BRANDS CORP | — | P | 02/27/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | CALY0.92 | BuyBuy | Spouse | Feb 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 137 | SP | THERMO FISHER SCIENTIFIC INC CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | TMO0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 138 | SP | ADOBE INC CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | ADBE0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 139 | SP | PENN ENTERTAINMENT INC CMN | — | P | 02/28/2024 | — | $1,001 - $15,000 | 0.96 | PENN0.95 | BuyBuy | Spouse | Feb 28, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 140 | SP | DANAHER CORPORATION CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | DHR0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 141 | SP | EXPEDIA GROUP INC CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | EXPE0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 142 | SP | HCA hEaLtHCarE, INC CMn OCR: date uncertain | — | P | 02/13/2024 | — | $1,001 - $15,000 | 0.60 | HCA0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 143 | SP | AIRbNb, INC, CMN CLaSS A | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | ABNB0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 144 | SP | UBEr TECHNOLOgIES, INC, CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.94 | UBER0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 145 | SP | STMICROELECTRONICS NV ADR CMN | — | P | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | STM0.95 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 146 | SP | KENVUE INC. CMN OCR: low text confidence | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | KVUE0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 147 | SP | ALIGN TECHNOLOGY, INC CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | ALGN0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 148 | SP | CoStAr GRouP, INc. CMN OCR: low text confidence | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | CSGP0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 149 | SP | ALTRIA GROUP, INC. CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | MO0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 150 | SP | DuPONT DE NEMouRS INC CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | DD0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 151 | SP | LKQ CoRPdraTIoN CMN OCR: low text confidence | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 152 | SP | LAS VEGAS SANDS GDRP. CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 153 | SP | Iova HoLdings Inc Cmn | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 154 | SP | DOW INC CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | DOW0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 155 | SP | EQUINIX, INC. REIT | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | EQIX0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 156 | SP | MODERNA, INC. CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | MRNA0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 157 | SP | BIOGEN INC. CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | BIIB0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 158 | SP | ELECTRONIC AR'S CNIN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 159 | SP | IBERDROLA SOCIEDAD ANONIMA SPONSORED ADR CNN | — | P | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 160 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 02/28/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | CALY0.92 | BuyBuy | Spouse | Feb 28, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 161 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 02/29/2024 | — | $1,001 - $15,000 | 0.96 | CALY0.92 | BuyBuy | Spouse | Feb 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 162 | SP | NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGD SHS) | — | P | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 163 | SP | NOVARTIS AG-ADR SPONSORED ADR CMN | — | P | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 164 | SP | ENEL SOCIETA PER AZIONI ADR CMN | — | P | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 165 | SP | OMPASS GROUP PLC SPONSORED ADR CMN | — | P | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 166 | SP | CALL/TSM FLEX EURO PM e 110 EXP 02/09/2024 | — | P | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 167 | SP | CALL/NVO FLEX EURO PM @ 107 EXP 02/09/2024 | — | P | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 168 | SP | @ 486 EXP PUT/XSP 04/19/2024 | — | S | 02/16/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 16, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 169 | SP | PUT/XSP dP 497 EXP 04/0s/2024 | — | S | 02/23/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 23, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 170 | SP | PUT/XSP @ 480 EXP 03/28/2024 | — | S | 02/05/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Feb 5, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 171 | SP | 489 EXP PUT/XSP 03/22/2024 | — | S | 02/12/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Feb 12, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 172 | SP | EU UuLy & co CMN | — | S (partial) | 02/13/2024 | 03/05/2024 | $50,001 - $100,000 | 0.98 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2024 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 173 | SP | JOHNSON & JOHNSON CMN | — | S (partial) | 02/13/2024 | 03/05/2024 | $50,001 - $100,000 | 0.98 | JNJ0.95 | PartialPartial sale | Spouse | Feb 13, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 174 | SP | INTLFLAVORS & FRAGRANCE CMN | — | S | 02/21/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | —0.00 | SellSell | Spouse | Feb 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 175 | SP | SALESFORCE INC CMN | — | S (partial) | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.95 | CRM0.95 | PartialPartial sale | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 176 | SP | PFIZEr INc. CMN OCR: low text confidence | — | S | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.60 | PFE0.95 | SellSell | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 177 | SP | NVIDIA CORPORATION CMN | — | S (partial) | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | NVDA0.95 | PartialPartial sale | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 178 | SP | Berkshire hathaway Inc. Class B | — | S (partial) | 02/23/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | BRK-B0.92 | PartialPartial sale | Spouse | Feb 23, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 179 | SP | BoOKiNg HOLdINGS INc. CMN | — | S | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | BKNG0.95 | SellSell | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 180 | SP | UNITED PARCEL SERVCE, INC. CLASS B COMMON STOCK | — | S | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | —0.88 | SellSell | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 181 | SP | SEAGATE TECHNOLOGY HOLDIN PLC CMN | — | S | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | STX0.95 | SellSell | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 182 | SP | CARTER'S, INC. CMN | — | S (partial) | 02/27/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | CRI0.92 | PartialPartial sale | Spouse | Feb 27, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 183 | SP | GENERAL MILLS INC CMN | — | S | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | GIS0.95 | SellSell | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 184 | SP | NOVO-NORDISK A/S ADR ADR CMN | — | S | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | NVO0.95 | SellSell | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 185 | SP | ZOETIS INC. CMN CIASS A | — | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 186 | SP | VOdAFONE GROUP PLC ADR CMN | — | S | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | VOD0.95 | SellSell | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 187 | SP | REGIONS FINANCIAL CORPORATiON CMN | — | S (partial) | 02/07/2024 | 03/05/2024 | $1,001 - $15,000 | 0.92 | RF0.95 | PartialPartial sale | Spouse | Feb 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 188 | SP | AIR PRODUCTS & CHEMICALS INC CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | APD0.95 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 189 | SP | — OCR: asset missing | — | S | 02/23/2024 | 03/05/2024 | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Spouse | Feb 23, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 190 | SP | REGIONS FINANCIAL CORPORATION OCR: type unclear | — | — | 02/06/2024 | 03/05/2024 | $1,001 - $15,000 | 0.30 | RF0.95 | UnknownUnknown | Spouse | Feb 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 191 | SP | QUEST DIAGNOSTICS INCORPORATED CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | DGX0.95 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 192 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN OCR: low text confidence | — | S | 02/22/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | ELAN0.95 | SellSell | Spouse | Feb 22, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 193 | SP | 3M COMPANY CMN OCR: low text confidence | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | MMM0.95 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 194 | SP | HUManA INc. CMn | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | HUM0.95 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 195 | SP | REGIONS FINANCIAL CORPORATION | — | S | 02/05/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | RF0.95 | SellSell | Spouse | Feb 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 196 | SP | ARCHER-DANIEIS MIDLAND COMPANY CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.86 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 197 | SP | SCHNEIDER ELECTRIC SE UNSPONSGREd ADR (FRANCE) | — | S | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.93 | —0.81 | SellSell | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 198 | SP | MERCADOuBRE, INC, CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 199 | SP | URBAN OuTFTITERS INC CMN | — | S | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.81 | —0.84 | SellSell | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 200 | SP | CartEr*s, INc. CMn OCR: type unclear | — | — | 02/22/2024 | 03/05/2024 | $1,001 - $15,000 | 0.30 | CRI0.92 | UnknownUnknown | Spouse | Feb 22, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 201 | SP | CARTER'S, INC. CMN OCR: type unclear | — | — | 02/21/2024 | 03/05/2024 | $1,001 - $15,000 | 0.30 | CRI0.92 | UnknownUnknown | Spouse | Feb 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 202 | SP | CarTer'S, InC. CMN OCR: type unclear, low text confidence | — | — | 02/23/2024 | 03/05/2024 | $1,001 - $15,000 | 0.30 | CRI0.92 | UnknownUnknown | Spouse | Feb 23, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 203 | SP | CArtER'S, INC. CMN | — | S | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.81 | CRI0.92 | SellSell | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 204 | SP | WEST PHARMACEUTICAL SERVICES INC | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.93 | WST0.95 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 205 | SP | URBAN OUIHTTERS INC CMN | — | S (partial) | 02/05/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.81 | PartialPartial sale | Spouse | Feb 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 206 | SP | URBAN OUTHTTERS INC CMN | — | S (partial) | 02/06/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.81 | PartialPartial sale | Spouse | Feb 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 207 | SP | ArCAdIuM LITHIUM PC CMN | — | S (partial) | 02/22/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 22, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 208 | SP | URBAN OUTFITERS INC CMN | — | S (partial) | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.87 | PartialPartial sale | Spouse | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 209 | SP | GENERAL MOTORS COMPANY CMN | — | S (partial) | 02/20/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | GM0.95 | PartialPartial sale | Spouse | Feb 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 210 | SP | MoNoLitHic poUver SysteMs, Inc. CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.84 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 211 | SP | AXALTA COATING SYSTEMS LTE, CMN | — | S (partial) | 02/07/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Feb 7, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 212 | SP | ADVaNcEd MIcRO DEVicEs, INC. CMN | — | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.90 | AMD0.95 | PartialPartial sale | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 213 | SP | ChuRch & DWIgHt Co.. Inc, CMn OCR: low text confidence | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | CHD0.95 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 214 | SP | MOLSON COORS BEVERAGE CO CMN CLaSS.B | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 215 | SP | ATLASSIAN CORP CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | TEAM0.95 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 216 | SP | Fortinet, Inc. CMn | — | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | FTNT0.95 | PartialPartial sale | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 217 | SP | LULULeMon AtHLe,IcA Inc., CMn | — | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.85 | PartialPartial sale | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 218 | SP | ARCADIUM LITHIUM PLC CMN | — | S (partial) | 02/14/2024 | 03/05/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Feb 14, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 219 | SP | ARCAdIUM LTHIUM PLC CMN | — | S (partial) | 02/16/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 220 | SP | FREEPORT-MCNIORAN INC CMN OCR: low text confidence | — | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.82 | PartialPartial sale | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 221 | SP | NEWMONT CORP CMN | — | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | NEM0.95 | PartialPartial sale | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 222 | SP | UNILEVER PLC (NEW SPONSoRED AdR CN | — | S | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 223 | SP | URBAN OUTFITTERS INC CMN | — | S | 02/08/2024 | 03/05/2024 | $1,001 - $15,000 | 0.89 | URBN0.95 | SellSell | Spouse | Feb 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 224 | SP | ROYAL CARIBBEAN GROUP ISIN: LR0008862868 | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 225 | SP | URBAN OUTFITTERS INC CMN | — | S | 02/02/2024 | 03/05/2024 | $1,001 - $15,000 | 0.92 | URBN0.95 | SellSell | Spouse | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 226 | SP | MCCORMICK & CO NON VTG SHRS CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 227 | SP | VERISIGN, INC. CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | VRSN0.95 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 228 | SP | ARCADIUM THIUM PLC CMN OCR: low text confidence | — | S | 02/20/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Spouse | Feb 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 229 | SP | NATIONAL GRID PLC SPONSORED ADR CMN | — | S | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 230 | SP | HORNEL FOODS CORPORATION CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.82 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 231 | SP | KIMBERLY-CLARK CORPORATION CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.93 | KMB0.95 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 232 | SP | ALBEMARLE CDRP CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 233 | SP | DOLLAR GENERAL CORPORATION CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | DG0.95 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 234 | SP | ArcadiuM lthIuM plc cmn | — | S | 02/23/2024 | 03/05/2024 | $1,001 - $15,000 | 0.83 | —0.00 | SellSell | Spouse | Feb 23, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 235 | SP | ISHaRES MSCI AUSTRALIA ETF OCR: low text confidence | — | S | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Etf | Reviewnot modelled |
| 236 | SP | arcadIum uthIum Plc cmn OCR: low text confidence | — | S | 02/21/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Spouse | Feb 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 237 | SP | AIR PRODUCTS & CHEMICALS 4.75% 02/08/2031 | — | P | 02/20/2024 | 03/05/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 20, 2024 | $15,001 - $50,000mid $32.5K | Bond | Reviewnot modelled |
| 238 | SP | WALT DISNEY COMPANY (THE) 2.65% 01/13/2031 USD | — | P | — | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | — | $15,001 - $50,000mid $32.5K | Bond | Reviewnot modelled |
| 239 | SP | ANTHEM INC 2.55% 03/15/2031 USD | — | P | 02/20/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | —0.00 | BuyBuy | Spouse | Feb 20, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 240 | SP | IOHN DEERE CAPITAL CORPORATION MTN 0.625% 09/10/2024 USD | — | P | 02/20/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 20, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 241 | SP | — OCR: asset missing | — | P | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Spouse | Feb 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 242 | SP | EXTRA SPACE STORAGE INC. CMN | — | P | 02/15/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | EXR0.95 | BuyBuy | Spouse | Feb 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 243 | SP | SYSLO CORPORATION CMN | — | P | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 244 | SP | KEYCORP CMN OCR: low text confidence | — | P | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | KEY0.95 | BuyBuy | Spouse | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 245 | SP | SYSCO CORPORATION CMN | — | P | 02/12/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | SYY0.95 | BuyBuy | Spouse | Feb 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 246 | SP | SYSCO CORPORATION CMN | — | P | 02/22/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | SYY0.95 | BuyBuy | Spouse | Feb 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 247 | SP | KEYCORP CMN | — | P | 02/05/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | KEY0.95 | BuyBuy | Spouse | Feb 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 248 | SP | KEYCORP CMN | — | P | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | KEY0.95 | BuyBuy | Spouse | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 249 | ? | SYSCO CORPORATION CMN OCR: owner unreadable | — | P | 02/23/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | SYY0.95 | BuyBuy | Unknown | Feb 23, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 250 | SP | KEYCORP CMN | — | P | 02/26/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | KEY0.95 | BuyBuy | Spouse | Feb 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 251 | SP | TRUISF FINANCIAL CORPORATION CMN | — | S (partial) | 02/02/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 252 | SP | KKr & co. Inc. CMN | — | S (partial) | 02/06/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | KKR0.95 | PartialPartial sale | Spouse | Feb 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 253 | SP | KKr & co. Inc. CM | — | S (partial) | 02/15/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 15, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 254 | SP | KKr & CO. INC. CMN OCR: date uncertain | — | S (partial) | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | KKR0.95 | PartialPartial sale | Spouse | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 255 | SP | Visa Inc | — | P | 02/13/2024 | 02/15/2024 | $1,001 - $15,000 | 0.99 | V0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 256 | SP | iShares Tr 0-3 Month Treasury | — | S | 02/13/2024 | 02/15/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 257 | ? | Visa Inc OCR: owner unreadable | — | P | 02/13/2024 | 02/15/2024 | $1,001 - $15,000 | 0.60 | V0.95 | BuyBuy | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 258 | DC | iShares Tr 0-3 Month Treasury | — | S | 02/13/2024 | 02/15/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 259 | DC | Visa Inc | — | P | 02/13/2024 | 02/15/2024 | $1,001 - $15,000 | 0.99 | V0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 260 | DC | iShares Tr 0-3 Month Treasury | — | S | 02/13/2024 | 02/15/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 261 | ? | FPA New Income Fund OCR: owner unreadable | — | P | 02/08/2024 | 02/09/2024 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Feb 8, 2024 | $15,001 - $50,000mid $32.5K | Mutual fund | Reviewnot modelled |
| 262 | ? | FPA New Income Fund OCR: owner unreadable | — | P | 02/08/2024 | 02/09/2024 | $100,001 - $250,000 | 0.60 | —0.00 | BuyBuy | Unknown | Feb 8, 2024 | $100,001 - $250,000mid $175K | Mutual fund | Reviewnot modelled |