Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 5, 2024
- Filing year
- 2024
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 259
- Parser version
- ocr_grid_v1
- First seen
- Sep 8, 2026 23:51 UTC (initial backfill, not when it was published)
- Fetched
- Sep 9, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 3891
REVIEW OCR 18p, rotation [90]: 259 rows from 17 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 · 259
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 | UNITED PARCEL SERVICE, INC, CLASS B COMMON STOCK | — | P | 03/01/2024 | 04/03/2024 | $15,001 - $50,000 | 0.95 | UPS0.95 | BuyBuy | Dependent | Mar 1, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 2 | DC | SBA COMMUNICATIONS CORPORATION CMN | — | P | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | SBAC0.95 | BuyBuy | Dependent | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | DC | ACCENTURE PLC CMN CLASS A | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | ACN0.95 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | DC | MARVELL TECHNOLOGY, INC. CMN | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | MRVL0.95 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | DC | SYSCO CORPORATION CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | SYY0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | DC | AMERICAN TOWER CORPORATION CMN | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | AMT0.95 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | DC | BECTON, DICKINSON AND COMPANY | — | P | 03/21/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | BDX0.95 | BuyBuy | Dependent | Mar 21, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | DC | INTUITIVE SURGICAL, INC. CMN | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | ISRG0.95 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | DC | CISCO SYSTEMS, INC. CMN | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | CSCO0.95 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | DC | PEPSICO, INC. CMN | — | P | 03/15/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | PEP0.95 | BuyBuy | Dependent | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | DC | LEAR CORPORATION CMN | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | LEA0.95 | BuyBuy | Dependent | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | DC | EXTRA SPACE STORAGE INC. CMN | — | P | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | EXR0.95 | BuyBuy | Dependent | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | DC | CALL/NVDA FLEX EURO PM 590 EXP 03/01/2024 | — | P | 03/01/2024 | 04/03/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Mar 1, 2024 | $15,001 - $50,000mid $32.5K | Option | not modelled |
| 14 | DC | CALL/LLY FLEX EURO PM @ 695 EXP 03/01/2024 | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 15 | DC | CALL/AXP FLEX EURO PM @ 202.5 EXP 03/01/2024 | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 16 | DC | CALL/ISRG FLEX EURO PM 365 EXP 03/01/2024 | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 17 | DC | CALL/ACN FLEX EURO PM @ 355 EXP 03/01/2024 | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 18 | DC | OLD DOMINION FREIGHT LINE, INC CMN | — | S | 03/01/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | ODFL0.95 | SellSell | Dependent | Mar 1, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 19 | DC | NVIDIA CORPORATION CMN | — | S (partial) | 03/01/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | NVDA0.95 | PartialPartial sale | Dependent | Mar 1, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 20 | DC | WELLS FARGO & CO (NEW) CMN | — | S (partial) | 03/18/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | WFC0.95 | PartialPartial sale | Dependent | Mar 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | DC | PROCTER & GAMBLE COMPANY (THE) CMN | — | S (partial) | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | PG0.95 | PartialPartial sale | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | DC | BERKSHIRE HATHAWAY INC. CLASS B | — | S (partial) | 03/15/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | BRK-B0.92 | PartialPartial sale | Dependent | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | DC | ELI ULLY & CO CMN | — | S (partial) | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 24 | DC | CATERPILLAR INC (DELAWARE) CMN | — | S (partial) | 03/15/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | CAT0.95 | PartialPartial sale | Dependent | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | DC | N V R INC CMN | — | S (partial) | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | NVR0.92 | PartialPartial sale | Dependent | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | DC | N V R INc CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | NVR0.92 | PartialPartial sale | Dependent | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | DC | ROSS STORES,INC CMN | — | S (partial) | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | ROST0.95 | PartialPartial sale | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | DC | BORGWARNER INC, CMN | — | S (partial) | 03/18/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | BWA0.95 | PartialPartial sale | Dependent | Mar 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | DC | KKR & CO. INC. CMN | — | S (partial) | 03/21/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | KKR0.95 | PartialPartial sale | Dependent | Mar 21, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | ? | STRYKER CORPORATION CMN OCR: owner unreadable | — | S (partial) | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.60 | SYK0.95 | PartialPartial sale | Unknown | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 31 | DC | BORGWARNER INC. CMN | — | S (partial) | 03/12/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | BWA0.95 | PartialPartial sale | Dependent | Mar 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | DC | MICROSOFT CORPORATION CMN | — | S (partial) | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | MSFT0.95 | PartialPartial sale | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | DC | BORGWARNER INC. CMN | — | S (partial) | 03/21/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | BWA0.95 | PartialPartial sale | Dependent | Mar 21, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | DC | AMERICAN EXPRESS CO. CMN | — | S (partial) | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | AXP0.95 | PartialPartial sale | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | DC | BORGWARNER INC.CMN | — | S | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | BWA0.95 | SellSell | Dependent | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | DC | NASDAQ INC, CMN | — | P | 03/18/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | NDAQ0.95 | BuyBuy | Dependent | Mar 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | DC | SBA COMMUNICATIONS CORPORATION CMN | — | P | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | SBAC0.95 | BuyBuy | Dependent | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | DC | NASDAO INC. CMN | — | P | 03/21/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Mar 21, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 39 | DC | NASDAQ INC, CMN | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | NDAQ0.95 | BuyBuy | Dependent | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | DC | NASDAQ INC. CMN | — | P | 03/06/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | NDAQ0.95 | BuyBuy | Dependent | Mar 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | DC | WELLS FARGO & CO (NEW) CMN | — | S (partial) | 03/18/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | WFC0.95 | PartialPartial sale | Dependent | Mar 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | DC | TESLA, INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $15,001 - $50,000 | 0.95 | TSLA0.95 | BuyBuy | Dependent | Mar 25, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 43 | DC | BRISTOL-MYERS SQUIBB COMPANY CMN | — | P | 03/25/2024 | 04/03/2024 | $15,001 - $50,000 | 0.95 | BMY0.95 | BuyBuy | Dependent | Mar 25, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 44 | DC | GILEAD SCIENCES CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | GILD0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | DC | COCA-COLA COMPANY (THE) CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | KO0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | DC | JOHNSON & JOHNSON CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | JNJ0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | DC | PEPSICO, INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | PEP0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | DC | AIR PRODUCTS & CHEMICALS INC CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | APD0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | DC | HUMANA INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | HUM0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | DC | SUPER MICRO COMPUTER, INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | SMCI0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | DC | ESTEE LAUDER COS INC CL-A CMN CLASS A | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | EL0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | DC | ANSYS, INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 53 | DC | AON PUBLIC LIMITED COMPANY CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | AON0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | DC | PFIZER INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | PFE0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | DC | TJX COMPANIES INC (NEW) CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | TJX0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | DC | THE HERSHEY COMPANY CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | HSY0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | DC | SYNOPSYS INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | SNPS0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | DC | INCYTE CORPORATION CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | INCY0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | DC | VERISIGN, INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | VRSN0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | DC | ARCHER-DANIELS-MIDLAND COMPANY CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | ADM0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | DC | HORMEL FOODS CORPORATION CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | HRL0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | DC | ROPER TECHNOLOGIES INC CMN NEWMONT CORP CMN OCR: rows merged | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 63 | DC | VICI PROPERTIES INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | VICI0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | DC | WALMART INC CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | WMT0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | DC | VF CORP CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | VFC0.92 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | DC | BECTON, DICKINSON AND COMPANY CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | BDX0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | DC | MONSTER BEVERAGE CORPORATION CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | MNST0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | DC | KENVUE INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.92 | KVUE0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | DC | PHILIP MORRIS INTL INC CMN | — | S | 03/25/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | PM0.95 | SellSell | Dependent | Mar 25, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 70 | DC | NIKE CLASS-B CMN CLASS B | — | S (partial) | 03/25/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | NKE0.95 | PartialPartial sale | Dependent | Mar 25, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 71 | DC | UNITEDHEALTH GROUP INCORPORATE CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | UNH0.95 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | DC | COMCAST CORPORATION CMN CLASS A VOTING | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | CMCSA0.95 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 73 | DC | ZOETIS INC. CMN CLASS A | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | ZTS0.95 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 74 | DC | MONDELEZ INTERNATIONAL, INC. CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | MDLZ0.95 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | DC | STARBUCKS CORP. CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | SBUX0.95 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | DC | PROLOGIS INC CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | PLD0.95 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 77 | DC | APPLE INC. CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | AAPL0.95 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 78 | DC | LULULEMON ATHLETICA INC. CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | LULU0.95 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | DC | BIOGEN INC. CMN | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | BIIB0.95 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 80 | DC | KEURIG DR PEPPER INC CMN | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | KDP0.95 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | DC | MONOLITHIC POWER SYSTEMS, INC. CMN | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | MPWR0.95 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 82 | DC | ARISTA NETWORKS, INC. CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | ANET0.95 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 83 | DC | PALO ALTO NETWORKS INC. CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | PANW0.95 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | DC | APTIV PLC CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | APTV0.95 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 85 | DC | IDEXX LABORATORIES CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | IDXX0.95 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | DC | LAS VEGAS SANDS CORP, CMN | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | LVS0.95 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 87 | DC | FIRST SOLAR, INC, CMN | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | FSLR0.95 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 88 | DC | BROWN FORMAN CORP CL B CMN CLASS B | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | BF-B0.95 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 89 | DC | WHRLPOOL CORP. CMN | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.85 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 90 | DC | ENPHASE ENERGY, INC. CMN | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | ENPH0.95 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 91 | DC | FACTSET RESEARCH SYSTEMS INC CMN | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | FDS0.95 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 92 | DC | WALGREENS BOOTS ALLIANCE, INC. CMN | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 93 | DC | CROWN CASTLE INTL CORP CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | CCI0.92 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | DC | ON SEMICONDUCTOR CORPORATION CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | ON0.95 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 95 | SP | IND ST FIN ATH WASTEWATER UTIL REV 5.0000% 10/01/31 A0 | — | P | 03/05/2024 | 04/03/2024 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 5, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 96 | SP | MARYLAND ST GO 5% 03/01/31 MS | — | P | 03/05/2024 | 04/03/2024 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 5, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 97 | SP | JOHNSON & JOHNSON CMN | — | P | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.94 | JNJ0.95 | BuyBuy | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 98 | SP | PFIZER INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.94 | PFE0.95 | BuyBuy | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 99 | SP | SALESFORCE INC CMN | — | P | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.94 | CRM0.95 | BuyBuy | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 100 | SP | COSTCO WHOLESALE CORPORATION CMN | — | P | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.95 | COST0.95 | BuyBuy | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 101 | SP | UNITED PARCEL SERVICE, INC, CLASS B COMMON STOCK | — | P | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.94 | UPS0.95 | BuyBuy | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 102 | SP | NASDAQ INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.95 | NDAQ0.95 | BuyBuy | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 103 | SP | BOOKING HOLDINGS INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | BKNG0.95 | BuyBuy | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 104 | SP | CHARTER COMMUNICATIONS, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | CHTR0.95 | BuyBuy | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 105 | SP | APPLIED MATERIALS INC CMN | — | P | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | AMAT0.95 | BuyBuy | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 106 | SP | MICROSOFT CORPORATION CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | MSFT0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 107 | SP | NASDAQ INC. CMN | — | P | 03/06/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | NDAQ0.95 | BuyBuy | Spouse | Mar 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 108 | SP | FORD MOTOR COMPANY CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | F0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 109 | SP | BANK OF AMERICA CORP CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | BAC0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 110 | SP | MONDELEZ INTERNATIONAL, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | MDLZ0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 111 | SP | CHURCH & DWIGHT CO., INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | CHD0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 112 | SP | ZOETIS INC. CMN CLASS A | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | ZTS0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 113 | ? | NASDAQ INC. CMN OCR: owner unreadable | — | P | 03/21/2024 | 04/03/2024 | $1,001 - $15,000 | 0.60 | NDAQ0.95 | BuyBuy | Unknown | Mar 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 114 | SP | NASDAQ INC. CMN | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | NDAQ0.95 | BuyBuy | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 115 | SP | NASDAQ INC. CMN | — | P | 03/15/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | NDAQ0.95 | BuyBuy | Spouse | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 116 | SP | BROADCOM INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | AVGO0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 117 | ? | PARKER-HANNIFIN CORP, CMN AUTODESK, INC. CMN OCR: owner unreadable, rows merged | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Unknown | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 118 | SP | TEXAS INSTRuMENTS INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | TXN0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 119 | SP | AIR PRODUCTS & CHEMICALS INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | APD0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 120 | SP | ALTRIA GROUP, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | MO0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 121 | SP | CISCO SYSTEMS, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | CSCO0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 122 | SP | ROYAL CARIBBEAN GROUP ISIN: LR0008862868 | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 123 | SP | SUPER MICRO COMPUTER, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | SMCI0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 124 | SP | PEPSICO, INC, CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | PEP0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 125 | SP | STMICROELECTRONICS NV ADR CMN | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | STM0.95 | BuyBuy | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 126 | SP | FORTINET, INC, CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | FTNT0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 127 | SP | POOL CORP CMN TOPGOLF CALLAWAY BRANDS CORP CMN OCR: type unclear, rows merged | — | — | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 128 | ? | PENN ENTERTAINMENT INC CMN NATIONAL GRID PLC SPONSORED ADR CMN MONOLITHIC POWER SYSTEMS, INC. CMN NASDAQ INC. CMN OCR: owner unreadable, rows merged | — | P | 03/06/2024 | 04/03/2024 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Unknown | Mar 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 129 | SP | NASDAQ INC. CMN | — | P | 03/27/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | NDAQ0.95 | BuyBuy | Spouse | Mar 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 130 | SP | FAIR ISAAC INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | FICO0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 131 | SP | NASDAQ INC. CMN | — | P | 03/18/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | NDAQ0.95 | BuyBuy | Spouse | Mar 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 132 | SP | NASDAQ INC. CMN | — | P | 03/11/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | NDAQ0.95 | BuyBuy | Spouse | Mar 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 133 | SP | NASDAQ INC. CMN | — | P | 03/07/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | NDAQ0.95 | BuyBuy | Spouse | Mar 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 134 | SP | KONINKLIJKE AHOLD N.V. SPONSORED ADR CMN | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 135 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 03/11/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | CALY0.92 | BuyBuy | Spouse | Mar 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 136 | SP | PALO ALTO NETWORKS INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | PANW0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 137 | SP | PENN ENTERTAINMENT INC CMN | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | PENN0.95 | BuyBuy | Spouse | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 138 | SP | PENN ENTERTAINMENT INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | PENN0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 139 | SP | PENN ENTERTAINMENT INC CMN | — | P | 03/19/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | PENN0.95 | BuyBuy | Spouse | Mar 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 140 | SP | HUMANA INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | HUM0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 141 | SP | ANSYS, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 142 | SP | MARRIOTT INTERNATIONAL, INC CMN CLasS A | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | MAR0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 143 | SP | THE HERSHEY COMPANY CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | HSY0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 144 | SP | PPG INDUSTRIES, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | PPG0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 145 | SP | AIRBNB, INC. CMN CLASS A | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | ABNB0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 146 | SP | MASTERCARD INCORPORATED CMN CLASS A | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | MA0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 147 | SP | PACCAR INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | PCAR0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 148 | SP | MICRON TECHNOLOGY, INC, CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | MU0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 149 | SP | CAESARS ENTERTAINMENT INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | CZR0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 150 | SP | APTIV PLC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | APTV0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 151 | SP | NXP SEMICONDUCTORS N.V. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | NXPI0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 152 | SP | CARNIVAL CORPORATION CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | CCL0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 153 | SP | D.R. HORTON, INC, CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | DHI0.92 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 154 | SP | KENVUE INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | KVUE0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 155 | SP | LULULEMON ATHLETICA INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | LULU0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 156 | SP | LAM RESEARCH CORPORATION CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | LRCX0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 157 | SP | LAMB WESTON HODINGS, INC. CMN ARCHER-DANIELS-MIDLAND COMPANY CMN OCR: rows merged | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 158 | SP | WALMART INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | WMT0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 159 | SP | PARAMOUNT GLOBAL CMN CLASS B | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 160 | SP | WARNER BROS DISCOVERY INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | WBD0.92 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 161 | SP | MONSTER BEVERAGE CORPORATION CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | MNST0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 162 | SP | COPART, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | CPRT0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 163 | SP | CLOROX CO (THE) (DELAWARE) CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | CLX0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 164 | SP | NIKE CUASS-B CMN CLASS B | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 165 | SP | WYNN RESORTS, LIMITED CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.87 | WYNN0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 166 | SP | JABIL INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | JBL0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 167 | SP | ESTEE LAUDER COS INC CL-A CMN CLASS A | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | EL0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 168 | SP | ON SEMICONDUCTOR CORPORATION CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | ON0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 169 | SP | WEST PHARMACEUTICAL SERVICES INC | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | WST0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 170 | SP | INTUITIVE SURGICAL, INC, CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | ISRG0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 171 | SP | HSBC HOLDINGS PLC SPONSORED ADR CMN | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 172 | SP | PHILIP MORRIS INTL INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | PM0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 173 | SP | KIMBERLY-CLARK CORPORATION CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | KMB0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 174 | SP | ADOBE INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | ADBE0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 175 | SP | PENN ENTERTAINMENT INC CMN | — | P | 03/27/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | PENN0.95 | BuyBuy | Spouse | Mar 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 176 | SP | UNITED RENTALS, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | URI0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 177 | SP | UBER TECHNOLOGIES, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.90 | UBER0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 178 | SP | NASDAQ INC. CMN | — | P | 03/26/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | NDAQ0.95 | BuyBuy | Spouse | Mar 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 179 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 03/12/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | CALY0.92 | BuyBuy | Spouse | Mar 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 180 | SP | PENN ENTERTAINMENT INC CMN | — | P | 03/15/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | PENN0.95 | BuyBuy | Spouse | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 181 | SP | CALL/TSM FLEX EURO PM @ 112.5 EXP 03/08/2024 | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 182 | SP | CALL/NVO FLEX EURO PM @ 117.5 EXP 03/08/2024 | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 183 | SP | CALL/CRH FLEX EURO PM @ 73 EXP 03/08/2024 | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 184 | SP | CALL/EWJ FLEX EURO PM @ 70 EXP 03/08/2024 | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 185 | SP | PUT/XSp @ 495 EXP 04/30/2024 | — | S | 03/06/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Mar 6, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 186 | SP | PUT/XSP @ 500 EXP 05/17/2024 | — | S | 03/13/2024 | 04/03/2024 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Mar 13, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 187 | SP | PUT/XSP @ 509 EXP 05/31/2024 | — | S | 03/28/2024 | 04/03/2024 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Mar 28, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 188 | SP | @ 510 EXP PUT/XSP 05/03/2024 | — | S | 03/21/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Mar 21, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 189 | SP | PROCTER & GAMBLE COMPANY (THE) CMN | — | S | 03/20/2024 | 04/03/2024 | $50,001 - $100,000 | 0.96 | PG0.95 | SellSell | Spouse | Mar 20, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 190 | SP | COMCAST CORPORATION CMN CLASS A VOTING | — | S | 03/20/2024 | 04/03/2024 | $50,001 - $100,000 | 0.96 | CMCSA0.95 | SellSell | Spouse | Mar 20, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 191 | SP | TESLA, INC. CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $50,001 - $100,000 | 0.96 | TSLA0.95 | PartialPartial sale | Spouse | Mar 20, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 192 | SP | INTEL CORPORATION CMN | — | S | 03/20/2024 | 04/03/2024 | $50,001 - $100,000 | 0.96 | INTC0.95 | SellSell | Spouse | Mar 20, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 193 | SP | SERVICENOW INC CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | NOW0.95 | PartialPartial sale | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 194 | SP | CHIPOTLE MEXICaN GRIlL, INC. CMN | — | S | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | CMG0.95 | SellSell | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 195 | SP | ORACLE CORPORATION CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | ORCL0.95 | PartialPartial sale | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 196 | — | Foll Am 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 |
| 197 | SP | STARBUCKS CORP. CMN | — | S | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | SBUX0.95 | SellSell | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 198 | SP | FEDEX CORPORATION CMN | — | S | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | FDX0.95 | SellSell | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 199 | SP | ECOLAB INC. CMN | — | S | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | ECL0.95 | SellSell | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 200 | SP | MORGAN STANLEY CMN | — | S | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | MS0.95 | SellSell | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 201 | SP | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 03/15/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | MU0.95 | PartialPartial sale | Spouse | Mar 15, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 202 | SP | APPLE INC. CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | AAPL0.95 | PartialPartial sale | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 203 | SP | MCDONALDS CORP CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | MCD0.95 | PartialPartial sale | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 204 | SP | MCKESSON CORPORATION CMN | — | S | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | MCK0.95 | SellSell | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 205 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | CALY0.92 | PartialPartial sale | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 206 | SP | NVIDIA CORPORATION CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | NVDA0.95 | PartialPartial sale | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 207 | SP | WALGREENS BOOTS ALLIANCE, INC. CMN | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 208 | SP | CORNING 1NCORPORATED CMN | — | S (partial) | 03/07/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Mar 7, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 209 | SP | GENERAL MOTORS COMPANY CMN | — | S (partial) | 03/19/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | GM0.95 | PartialPartial sale | Spouse | Mar 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 210 | SP | CRH PUBLIC UMITED COMPANY CMN | — | S (partial) | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 211 | SP | THE KRAFT HEINZ CO CMN | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | KHC0.95 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 212 | SP | ASML HOLDING N.V. ADR CMN | — | S (partial) | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | ASML0.95 | PartialPartial sale | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 213 | SP | BIOGEN INC. CMN | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | BIIB0.95 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 214 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | S (partial) | 03/15/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | GPK0.95 | PartialPartial sale | Spouse | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 215 | SP | SCHNEIDER ELECTRIC SE UNSPONSORED ADR (FRANCE) | — | S (partial) | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.81 | PartialPartial sale | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 216 | SP | ABB LTD SPONSORED ADR CMN | — | S (partial) | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 217 | SP | UNITED STATES STEEL CORP CMN | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 218 | SP | LABORATORYCORPORATIONOFAMER CMN | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 219 | SP | MODERNA, INC. CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | MRNA0.95 | PartialPartial sale | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 220 | SP | LAS VEGAS SANDS CORP. CMN | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | LVS0.95 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 221 | SP | ENPHASE ENERGY, INC. CMN | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | ENPH0.95 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 222 | SP | VICI PROPERTIES INC. CMN | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | VICI0.95 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 223 | SP | BP P.L.C. SPONSORED ADR CMN | — | S (partial) | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 224 | SP | KEURIG DR PEPPER INC CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | KDP0.95 | PartialPartial sale | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 225 | SP | CORNING INCORPORATED CMN | — | S (partial) | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | GLW0.95 | PartialPartial sale | Spouse | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 226 | SP | TAIWAN SEMICONDUCTOR MFG ADS LTDADS 1ADSEQUALS5ORDS | — | S (partial) | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 227 | SP | DOLLAR TREE STORES, INC, CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 228 | SP | MONGODB, INC. CMN | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | MDB0.95 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 229 | SP | TAKE TWO INTERACTIVE SQFTWARE INC | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.87 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 230 | SP | U.S. TREASURY NOTE 4.000000% 02/29/2028 FA | — | P | 03/15/2024 | 04/03/2024 | $100,001 - $250,000 | 0.95 | —0.00 | BuyBuy | Spouse | Mar 15, 2024 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 231 | SP | SBA COMMUNICATIONS CORPORATION CMN | — | P | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | SBAC0.95 | BuyBuy | Spouse | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 232 | SP | JPMORGAN CHASE & CO. HYBRID PERPETUAL | — | P | 03/05/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 233 | SP | JPMORGAN CHASE & CO. HYBRID PERPETUAL | — | P | 03/26/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Mar 26, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 234 | SP | STATE STREET CORPORATION HYBRID PERPETUAL | — | P | 03/26/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 26, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 235 | SP | SYSCO CORPORATION CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | SYY0.95 | BuyBuy | Spouse | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 236 | SP | SEMPRA HYBRID 10/01/2054 | — | P | 03/26/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 26, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 237 | SP | EXTRA SPACE STORAGE INC. CMN | — | P | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | EXR0.95 | BuyBuy | Spouse | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 238 | SP | WELLS FARGO & CO (NEW) CMN | — | S (partial) | 03/18/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | WFC0.95 | PartialPartial sale | Spouse | Mar 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 239 | SP | BERKSHIRE HATHAWAY INC, CLASS B | — | S (partial) | 03/15/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | BRK-B0.92 | PartialPartial sale | Spouse | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 240 | SP | BORGWARNER INC. CMN | — | S (partial) | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | BWA0.95 | PartialPartial sale | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 241 | SP | BORGWARNER INC. CMN | — | S (partial) | 03/18/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | BWA0.95 | PartialPartial sale | Spouse | Mar 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 242 | SP | CATERPILLAR INC (DELAWARE) CMN | — | S (partial) | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | CAT0.95 | PartialPartial sale | Spouse | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 243 | SP | STRYKER CORPORATION CMN | — | S (partial) | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | SYK0.95 | PartialPartial sale | Spouse | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 244 | SP | BORGWARNER INC, CMN | — | S (partial) | 03/12/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | BWA0.95 | PartialPartial sale | Spouse | Mar 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 245 | SP | KKR & CO. INC. CMN | — | S (partial) | 03/21/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | KKR0.95 | PartialPartial sale | Spouse | Mar 21, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 246 | SP | BORGWARNER INC. CMN | — | S | 03/21/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | BWA0.95 | SellSell | Spouse | Mar 21, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 247 | DC | OHIO STFOR ISSUES DTD PRIOR GO 5.0000% 09/01/24 MS | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 248 | DC | 0HIO ST GO 5% 09/15/24 MS | — | P | 03/15/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Mar 15, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 249 | SP | United States Treasury Bill Zero CPN 5/30/2024 | — | P | 03/01/2024 | 03/04/2024 | $250,001 - $500,000 | 0.97 | —0.00 | BuyBuy | Spouse | Mar 1, 2024 | $250,001 - $500,000mid $375K | Bond | not modelled |
| 250 | SP | Booking Holdings Inc Com | — | P | 03/12/2024 | 03/14/2024 | $1,001 - $15,000 | 0.98 | BKNG0.95 | BuyBuy | Spouse | Mar 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 251 | SP | Braadcom Inc Com | — | S | 03/12/2024 | 03/14/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Mar 12, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 252 | DC | United States Treasury Bill Zero CPN 5/30/2024 | — | P | 03/01/2024 | 03/04/2024 | $250,001 - $500,000 | 0.97 | —0.00 | BuyBuy | Dependent | Mar 1, 2024 | $250,001 - $500,000mid $375K | Bond | not modelled |
| 253 | DC | Booking Holdings inc Com | — | P | 03/12/2024 | 03/14/2024 | $1,001 - $15,000 | 0.98 | BKNG0.95 | BuyBuy | Dependent | Mar 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 254 | DC | Braadcom Inc Com | — | S | 03/12/2024 | 03/14/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Mar 12, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 255 | ? | United States freasury Bill Zero CPN 5/30/2024 OCR: owner unreadable | — | P | 03/01/2024 | 03/04/2024 | $250,001 - $500,000 | 0.60 | —0.00 | BuyBuy | Unknown | Mar 1, 2024 | $250,001 - $500,000mid $375K | Bond | Reviewnot modelled |
| 256 | DC | Booking Holdings Inc Com | — | P | 03/12/2024 | 03/14/2024 | $1,001 - $15,000 | 0.98 | BKNG0.95 | BuyBuy | Dependent | Mar 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 257 | DC | Broadcom Inc Com | — | S | 03/12/2024 | 03/14/2024 | $1,001 - $15,000 | 0.99 | AVGO0.95 | SellSell | Dependent | Mar 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 258 | ? | United States Treasury Bill Zero CPN 5/30/2024 OCR: owner unreadable | — | P | 03/01/2024 | 03/04/2024 | $100,001 - $250,000 | 0.60 | —0.00 | BuyBuy | Unknown | Mar 1, 2024 | $100,001 - $250,000mid $175K | Bond | Reviewnot modelled |
| 259 | DC | United States Treasury Blll Zero CPN 5/30/2024 | — | P | 03/01/2024 | 03/04/2024 | $500,001 - $1,000,000 | 0.97 | —0.00 | BuyBuy | Dependent | Mar 1, 2024 | $500,001 - $1,000,000mid $750K | Bond | not modelled |