Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jul 8, 2024
- Filing year
- 2024
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 218
- 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
- 3894
REVIEW OCR 14p, rotation [90]: 218 rows from 13 data pages, 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 · 218
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 | BOFA FINANCE LLC LINKED TO S&P 500 INDEX | — | P | 06/21/2024 | 07/02/2024 | $100,001 - $250,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 21, 2024 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 2 | DC | AMAZON.COM INC CMN | — | P | 06/07/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | AMZN0.92 | BuyBuy | Dependent | Jun 7, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 3 | DC | UBS AG LINKED TO S&P SOO INDEX | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 4 | DC | DANAHER CORPORATION CMN | — | P | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | DHR0.95 | BuyBuy | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | DC | UNITED PARCEL SERVICE, INC., CLASS B COMMON STOCK | — | P | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | UPS0.95 | BuyBuy | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | DC | AMERIcAN INTL GRoUP, INC. CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.92 | AIG0.95 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | DC | PEPSICO, INC. CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | PEP0.95 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | DC | CVS HEALTH CORP CMN | — | P | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | CVS0.95 | BuyBuy | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | DC | EEAR CORPORATION CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 10 | DC | CATERPILLAR INC (DELAWARE) CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | CAT0.95 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | DC | LABCORP HOLDINGS INC CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.89 | LH0.95 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | DC | DEERE & COMPANY CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | DE0.95 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | DC | UNIN PACIFIC CORP. CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.92 | —0.86 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | DC | GENERAL MOTORS COMPANY CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | GM0.95 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | DC | REGAL REXNORD CORP CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | RRX0.95 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | DC | PARKER-HANNIFIN CoRP. CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | PH0.95 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | DC | NASDAQ INC. CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | NDAQ0.95 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | DC | BANK OF AMERICA CORP CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | BAC0.95 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | DC | CALL/NVDA FLEX EURO PM 1085 EXP 06/07/2024 | — | P | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 20 | DC | CALL/AAPL FLEX EURO PM 18S EXP 06/07/2024 | — | P | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 21 | DC | CALL/NEE FLEX EURO PM @ 7O EXP 06/07/2024 | — | P | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 22 | DC | ROSS STORES,INC CMN | — | S | 06/07/2024 | 07/02/2024 | $15,001 - $50,000 | 0.96 | ROST0.95 | SellSell | Dependent | Jun 7, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 23 | DC | APPLE INC. CMN | — | S (partial) | 06/07/2024 | 07/02/2024 | $15,001 - $50,000 | 0.96 | AAPL0.95 | PartialPartial sale | Dependent | Jun 7, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 24 | DC | GENERAL MOTORS COMPANY CMN | — | S (partial) | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | GM0.95 | PartialPartial sale | Dependent | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | DC | ALPHABET INC. CMN CLASS A | — | S (partial) | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | GOOGL0.92 | PartialPartial sale | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | DC | GE VERNOVA LLC CMN | — | S (partial) | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | GEV0.95 | PartialPartial sale | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | DC | ALPHABET INC. CMN CLASS A | — | S (partial) | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | GOOGL0.92 | PartialPartial sale | Dependent | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | DC | INTUITIVE SURGICAL, INC. CMN | — | S (partial) | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | ISRG0.95 | PartialPartial sale | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | DC | BANK OF AMERICA CORP CMN | — | S (partial) | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | BAC0.95 | PartialPartial sale | Dependent | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | DC | NVIDIA CORPORATION CMN | — | S (partial) | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | NVDA0.95 | PartialPartial sale | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | DC | ELI LILLY & CO CMN | — | S (partial) | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | LLY0.95 | PartialPartial sale | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | DC | CISCO SYSTEMS, INC. CMN | — | S (partial) | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | CSCO0.95 | PartialPartial sale | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | DC | LINDE PLC CMN | — | S (partial) | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | LIN0.95 | PartialPartial sale | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | DC | DCjPENN ENTeRTAINMENT INC CMN | — | S (partial) | 06/21/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.83 | PartialPartial sale | Dependent | Jun 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 35 | DC | GENERAL MOTORS COMPANY CMN | — | S (partial) | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.95 | GM0.95 | PartialPartial sale | Dependent | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | DC | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 06/18/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | MU0.95 | PartialPartial sale | Dependent | Jun 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | DC | BANK OF AMERICA CORP CMN | — | S (partial) | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | BAC0.95 | PartialPartial sale | Dependent | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | DC | HCA HEALTHCARE, INC CMN | — | S (partial) | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | HCA0.95 | PartialPartial sale | Dependent | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | DC | ALPHABET INC. CMN CLASS A | — | S (partial) | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.95 | GOOGL0.92 | PartialPartial sale | Dependent | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | DC | TORONTO DOMINION BANK LINKED TO S&P 5OO INDEX | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Bond | Reviewnot modelled |
| 41 | DC | [ ST PAUL MINN GO 5% 05/01/31 MN | — | P | 06/06/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 6, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 42 | SP | BOFA FINANCE LLC LINKED TO S&P SO0 INDEX | — | P | 06/21/2024 | 07/02/2024 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 21, 2024 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 43 | SP | ZIMMER BIOMET HOLDINGS INC | — | P | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | ZBH0.95 | BuyBuy | Spouse | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | SP | NCR VOYIX CORP CMN | — | P | 06/27/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | VYX0.95 | BuyBuy | Spouse | Jun 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | SP | NCR VOYIX CORP CMN | — | P | 06/24/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | VYX0.95 | BuyBuy | Spouse | Jun 24, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | ? | MICRON TECHNOLOGY, INC. CMN OCR: owner unreadable | — | S (partial) | 06/18/2024 | 07/02/2024 | $15,001 - $50,000 | 0.60 | MU0.95 | PartialPartial sale | Unknown | Jun 18, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 47 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | S (partial) | 06/05/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | ELAN0.95 | PartialPartial sale | Spouse | Jun 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | SP | PENN ENTERTAINMENT INC CMN | — | S (partial) | 06/21/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | PENN0.95 | PartialPartial sale | Spouse | Jun 21, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | SP | BANK OF AMERICA CORP CMN | — | S (partial) | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.95 | BAC0.95 | PartialPartial sale | Spouse | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | SP | PENN ENTERTAINMENT INC CMN | — | S (partial) | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.95 | PENN0.95 | PartialPartial sale | Spouse | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | SP | PENN ENTERTAINMENT INC CMN | — | S (partial) | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | PENN0.95 | PartialPartial sale | Spouse | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | SP | LVMH MOET HENNESSY LOUIS VUITTON S.A. ADR CMN | — | P | 06/14/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | LVMUY0.95 | BuyBuy | Spouse | Jun 14, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 53 | SP | ZIMMER BIoMEt HoEdINgS INc | — | P | 06/04/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Jun 4, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 54 | SP | ZIMMER BIOMET HOLDINGS INC | — | P | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | ZBH0.95 | BuyBuy | Spouse | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | P | 06/10/2024 | 07/02/2024 | $1,001 - $15,000 | 0.92 | BRK-B0.92 | BuyBuy | Spouse | Jun 10, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | SP | SS&C TECHNOLOGIES HOLDINGS, IN CMN | — | P | 06/10/2024 | 07/02/2024 | $1,001 - $15,000 | 0.92 | SSNC0.95 | BuyBuy | Spouse | Jun 10, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | SP | BP P.L.C. SPONSORED ADR CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 58 | SP | RIO TINTO PLC SPONSORED ADR | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 59 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | P | 06/10/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | GPK0.95 | BuyBuy | Spouse | Jun 10, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | SP | SUMITOMO MITSUI FINANCIAL GRP SPONSORED ADR CMN : | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 61 | SP | NCR VOYIX CORP CMN | — | P | 06/24/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | VYX0.95 | BuyBuy | Spouse | Jun 24, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | SP | NCR VOYIX coRP CMN | — | P | 06/25/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | VYX0.95 | BuyBuy | Spouse | Jun 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | SP | NCR VOYIX CORP CMN | — | P | 06/28/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | VYX0.95 | BuyBuy | Spouse | Jun 28, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | SP | NCR VOYIX CORP CMN | — | P | 06/27/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | VYX0.95 | BuyBuy | Spouse | Jun 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | SP | CALL/UL FLEX EURO PM @ SO EXP 06/14/2024 | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jun 14, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 66 | SP | CALl/azn Flex Euro pm @ 76 Exp 06/14/2024 | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jun 14, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 67 | SP | @ 527 Exp PUT/XSP 08/30/2024 | — | S | 06/17/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Jun 17, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 68 | SP | PUT/XSP @ 513 EXP 07/26/2024 | — | S | 06/04/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Jun 4, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 69 | SP | PUT/XSP @ 519 EXP 08/16/2024 | — | S | 06/10/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Jun 10, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 70 | SP | MICRON TECHNOLOgY, INC. CMN | — | S | 06/12/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | MU0.95 | SellSell | Spouse | Jun 12, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 71 | SP | BNP PARIBAS SPONSORED ADR CMN | — | S (partial) | 06/14/2024 | 07/02/2024 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Jun 14, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 72 | SP | TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS SORDS | — | S | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 73 | SP | PENN ENTERTAINMENT INC CMN | — | S (partial) | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | PENN0.95 | PartialPartial sale | Spouse | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 74 | SP | PENN ENTERTAINMENT iNC CMN | — | S (partial) | 06/21/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | PENN0.95 | PartialPartial sale | Spouse | Jun 21, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | SP | MICRON TECHNOLOGY, INC. CMN | — | S | 06/18/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | MU0.95 | SellSell | Spouse | Jun 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | SP | ASMI HoLDiNg N.V. ADR CMN | — | S | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 77 | SP | BANK OF AMERICA CORP CMN | — | S | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | BAC0.95 | SellSell | Spouse | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 78 | SP | PENN ENTERTAINMENT INC CMN | — | S (partial) | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | PENN0.95 | PartialPartial sale | Spouse | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | SP | IBERDROLASOCIEDADANONIMA SPONSORED ADR CMN | — | S (partial) | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 80 | SP | GENERAL MOTORS COMPANY CMN | — | S (partial) | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | GM0.95 | PartialPartial sale | Spouse | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | SP | ALPHabET INC. CMN CLaSS A | — | S | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.95 | GOOGL0.92 | SellSell | Spouse | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 82 | DC | OHIO ST MAOR NEw ST REV 5% 12/15/24 JD | — | P | 06/06/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 6, 2024 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 83 | DC | GE VERNOVA LLC CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.95 | GEV0.95 | BuyBuy | Dependent | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 84 | DC | HONEYWELL INTL INC CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | HON0.95 | BuyBuy | Dependent | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 85 | DC | BEAVERCREEK OHIO CITY SCH DIST GO 5%12/01/29JD | — | P | 06/07/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 7, 2024 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 86 | DC | TRANE TECHNOLOGIES PUBLIC LIM! CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | TT0.95 | BuyBuy | Dependent | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 87 | DC | STEEL OYNAMICS, INC. CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.95 | —0.84 | BuyBuy | Dependent | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 88 | ? | EXXON MOBIL CORPGRATION CMN OCR: owner unreadable | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 89 | DC | AMERENCORPORATIONCMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | AEE0.92 | BuyBuy | Dependent | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 90 | DC | INGERSOLL RAND INC CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | IR0.95 | BuyBuy | Dependent | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 91 | DC | PHILEIPS 66 CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.95 | —0.82 | BuyBuy | Dependent | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 92 | DC | XCEL ENERGY INC. CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.95 | XEL0.95 | BuyBuy | Dependent | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 93 | DC | CHEVRON CORPORATION CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | CVX0.95 | BuyBuy | Dependent | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 94 | DC | FIRSTENERGY CORP. CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | FE0.95 | BuyBuy | Dependent | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 95 | DC | LiNDE PLC cMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | LIN0.95 | BuyBuy | Dependent | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 96 | DC | CMS ENERGY CORPORATION CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | CMS0.95 | BuyBuy | Dependent | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 97 | DC | LENNOX INTERNATIONAL INC CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | LII0.95 | BuyBuy | Dependent | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 98 | DC | EATON CORP PLC CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | ETN0.95 | BuyBuy | Dependent | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 99 | DC | Apple Inc. cMn | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.93 | AAPL0.95 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 100 | DC | EMERSON ELECTRIC CO. CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.93 | EMR0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 101 | DC | HONEYWELL INTL. INC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | HON0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 102 | DC | GE VERNOVA LLC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | GEV0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 103 | DC | ROCKWELL. AUTOMATION INC CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | ROK0.92 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 104 | DC | CUMMINS INC COMMON STOCK | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.96 | CMI0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 105 | DC | OHIO ST MAOR NEW ST REV 5% 12/15/24 JD | — | P | 06/18/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 18, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 106 | DC | TRANE TECHNOLOGIES PUBLIC UMI CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 107 | DC | QUANTA SERVICES INC CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | PWR0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 108 | DC | STEEL DYNAMICS, INC, CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | STLD0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 109 | DC | EXXON MOBIL CORPORATION CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | XOM0.92 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 110 | DC | AMEREN CORPORATION CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | AEE0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 111 | DC | MICRON TECHNOLOGY, INC, CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | MU0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 112 | DC | VERTIV HOLDINGS LLC CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | VRT0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 113 | DC | INGERSOLL RAND INC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | IR0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 114 | DC | CHART INDUSTRIES, INC, CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | GTLS0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 115 | DC | PHILLIPS 66 CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | PSX0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 116 | DC | MARTIN MARIETTA MATERIALS,INC CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | MLM0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 117 | DC | CHEVRON CORPORATION CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | CVX0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 118 | DC | XCEL EnErgy Inc. Cmn | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | XEL0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 119 | DC | FIRSTENERGY CORP. CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | FE0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 120 | DC | LINDE PLC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | LIN0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 121 | DC | ALPHABET INC. CMN CLASS A | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | GOOGL0.92 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 122 | DC | CMS ENERGY CORPORATION CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | CMS0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 123 | DC | AlPhaBEt INc. CMn ClaSS A | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | GOOGL0.92 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 124 | DC | MICROSOFT CORPORATION CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | MSFT0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 125 | DC | LENNOX INTERNATIONAL INC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.93 | LII0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 126 | DC | EATON CORP PLC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | ETN0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 127 | DC | EMERSON ELECTRIC CO. CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | EMR0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 128 | DC | MaRVEll TeCHNolOGY, Inc. CMn | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | MRVL0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 129 | DC | MARVELL TECHNOLOGY, INC. CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | MRVL0.95 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 130 | DC | META PLATFORMS INC-CLASS A CMN CLAS5 A | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 131 | DC | META PLATFORMS INC-CLASS A CMN CLAS5 A | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 132 | DC | CUMMINS INC COMMON STOCK | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | CMI0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 133 | DC | ROCKWELL AUTOMATION INC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | ROK0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 134 | DC | ALBEMARLE CORP CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | ALB0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 135 | DC | NVIDIA CORPORATION CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.96 | NVDA0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 136 | DC | NVIDIA CORPORATION CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | NVDA0.95 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 137 | DC | MICRON TECHNOLOGY, INC. CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | MU0.95 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 138 | DC | MICROSQFT CORPORATION CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 139 | DC | AMAZONCOMINC CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | AMZN0.92 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 140 | DC | CROWDSTRIKE HOLDINGS, INC. CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.96 | CRWD0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 141 | DC | QUANTA SERVICES INC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | PWR0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 142 | DC | AMAZON.COM INC CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | AMZN0.92 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 143 | DC | CHART INDUSTRIES, INC. CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | GTLS0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 144 | DC | APPLOVIN CORPORATION CMN CLASS | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | APP0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 145 | DC | APPLOVIN CORPORATION CMN.CLASS | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | APP0.95 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 146 | DC | MARTIN MARIETTA MATERIALS,INC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.96 | MLM0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 147 | DC | VERTIV HOLDINGS LLC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.96 | VRT0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 148 | DC | OHIO ST ADULT CORRECTIONAL CAP REV 5% 10/01/24 A0 | — | P | 06/07/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 7, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 149 | DC | HAMILTON CNTY OHIO SWR SYS REV REV 5.0000% 12/01/24 JD | — | P | 06/07/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 7, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 150 | DC | ADVANCED MICRO DEVICES, INC. CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | AMD0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 151 | DC | SALESFORCE INC CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.96 | CRM0.95 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 152 | DC | ELASTIC N.V. CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | ESTC0.95 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 153 | DC | 'DelL Technologies Inc. Cmn | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | DELL0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 154 | DC | ADOBE INC CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | ADBE0.95 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 155 | DC | SALESFORCE INC CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.93 | CRM0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 156 | DC | DELL TECHNOLOGIES INC. CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.93 | DELL0.95 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 157 | DC | DATADOG, INC. CMN CLASS A | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | DDOG0.95 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 158 | DC | ADOBE INC CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | ADBE0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 159 | DC | DATADOG, INC. CMN CLASS A | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | DDOG0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 160 | DC | APPLIED MATERIALS INC CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | AMAT0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 161 | DC | ZSCALER, INC. CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | ZS0.95 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 162 | DC | APPLIED MATERIALS INC CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | AMAT0.95 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 163 | DC | CADENCE DESIGN SYSTEMS INC CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | CDNS0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 164 | DC | CADENCE DESIGN SYSTEMS INC CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | CDNS0.95 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 165 | DC | ALBEMARLE CORP CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | ALB0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 166 | DC | CROWDSTRIKE HOLDINGS, INC. CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | CRWD0.95 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 167 | DC | ACCENTURE PLC CMN CLASS A | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | ACN0.95 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 168 | DC | ACCENTURE PLC CMN CLASS A | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | ACN0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 169 | DC | COLUMBUS OHIO CITY SCH DIST GO 5% 12/01/26 JD | — | P | 06/06/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 6, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 170 | DC | ZSCALER, INC. CMN | — | P | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | ZS0.95 | BuyBuy | Dependent | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 171 | DC | ELASTIC N.V. CMN | — | P | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | ESTC0.95 | BuyBuy | Dependent | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 172 | DC | MONGODB, INC. CMN | — | P | 06/21/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | MDB0.95 | BuyBuy | Dependent | Jun 21, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 173 | DC | SYNOPSYS INC. CMN | — | P | 06/21/2024 | 07/02/2024 | $1,001 - $15,000 | 0.88 | SNPS0.95 | BuyBuy | Dependent | Jun 21, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 174 | DC | ARISTA NETWORKS, INC. CMN | — | P | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | ANET0.95 | BuyBuy | Dependent | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 175 | DC | ARISTA NETWORKS, INC. CMN | — | P | 06/21/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | ANET0.95 | BuyBuy | Dependent | Jun 21, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 176 | DC | SYNOPSYS INC. CMN | — | P | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | SNPS0.95 | BuyBuy | Dependent | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 177 | DC | SNOWFLAKE INC. CMN CLASS A | — | P | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | SNOW0.95 | BuyBuy | Dependent | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 178 | DC | SNOWFUAKE INC. CMN CLASS A | — | P | 06/21/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 21, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 179 | DC | BEAVERCREEK OHIO CITY SCH DIST GQ 5% 12/01/32 JD | — | P | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 180 | DC | GITLAB INC CMN | — | P | 06/21/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | GTLB0.95 | BuyBuy | Dependent | Jun 21, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 181 | DC | GITLAB INC CMN | — | P | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.95 | GTLB0.95 | BuyBuy | Dependent | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 182 | DC | CLOUdFLARE, INC. CMN CLaSS A | — | P | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.95 | NET0.95 | BuyBuy | Dependent | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 183 | DC | CLOUDFLARE, INC. CMN CLASS A | — | P | 06/21/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | NET0.95 | BuyBuy | Dependent | Jun 21, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 184 | DC | MONGODB, INC. CMN | — | P | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | MDB0.95 | BuyBuy | Dependent | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 185 | ? | ADVANCED MICRO DEVICES, INC. CMN OCR: owner unreadable | — | S | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.60 | AMD0.95 | SellSell | Unknown | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 186 | SP | UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 | — | P | 06/11/2024 | 06/30/2024 | $250,001 - $500,000 | 0.96 | —0.00 | BuyBuy | Spouse | Jun 11, 2024 | $250,001 - $500,000mid $375K | Bond | not modelled |
| 187 | SP | Call (SPX) NcW S&P 500 JUN 21 24 $4600 | — | P | 06/17/2024 | 06/30/2024 | $100,001 - $250,000 | 0.97 | —0.60 | BuyBuy | Spouse | Jun 17, 2024 | $100,001 - $250,000mid $175K | Option | Reviewnot modelled |
| 188 | SP | Call (SPX) New S&P 500 JUN 21 24 $4700 | — | P | 06/17/2024 | 06/30/2024 | $100,001 - $250,000 | 0.97 | —0.60 | BuyBuy | Spouse | Jun 17, 2024 | $100,001 - $250,000mid $175K | Option | Reviewnot modelled |
| 189 | SP | UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 | — | S | 06/26/2024 | 06/30/2024 | $250,001 - $500,000 | 0.98 | —0.00 | SellSell | Spouse | Jun 26, 2024 | $250,001 - $500,000mid $375K | Bond | not modelled |
| 190 | SP | ISHARESTR0-3MNTHTREASRY | — | S | 06/17/2024 | 06/30/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 17, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 191 | SP | Realty Income Corp Com | — | S | 06/17/2024 | 06/30/2024 | $1,001 - $15,000 | 0.99 | O0.95 | SellSell | Spouse | Jun 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 192 | SP | Meta Platforms Inc Class A | — | P | 06/17/2024 | 06/30/2024 | $1,001 - $15,000 | 0.98 | META0.92 | BuyBuy | Spouse | Jun 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 193 | SP | Diageo ADR | — | S | 06/26/2024 | 06/30/2024 | $1,001 - $15,000 | 0.99 | DEO0.95 | SellSell | Spouse | Jun 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 194 | SP | Hershey Company Com | — | P | 06/26/2024 | 06/30/2024 | $1,001 - $15,000 | 0.98 | HSY0.95 | BuyBuy | Spouse | Jun 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 195 | DC | UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 | — | P | 06/11/2024 | 06/30/2024 | $250,001 - $500,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 11, 2024 | $250,001 - $500,000mid $375K | Bond | not modelled |
| 196 | DC | Call (5PX) New S&P 500 JUN 21 24 $4600 | — | P | 06/17/2024 | 06/30/2024 | $100,001 - $250,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 17, 2024 | $100,001 - $250,000mid $175K | Option | not modelled |
| 197 | DC | Call (SPX) New S&P 500 JUN 21 24 $4700 | — | P | 06/17/2024 | 06/30/2024 | $100,001 - $250,000 | 0.96 | —0.60 | BuyBuy | Dependent | Jun 17, 2024 | $100,001 - $250,000mid $175K | Option | Reviewnot modelled |
| 198 | DC | 9/5/2024 | — | S | 06/26/2024 | 06/30/2024 | $250,001 - $500,000 | 0.98 | —0.00 | SellSell | Dependent | Jun 26, 2024 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 199 | DC | ISHARES TR 0-3 MNTH TREASRY | — | S | 06/17/2024 | 06/30/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Jun 17, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 200 | DC | Rcalty Income Carp Com | — | S | 06/17/2024 | 06/30/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Jun 17, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 201 | DC | Meta Platforms Inc Class A | — | P | 06/17/2024 | 06/30/2024 | $1,001 - $15,000 | 0.98 | META0.92 | BuyBuy | Dependent | Jun 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 202 | DC | Diageo ADR | — | S | 06/26/2024 | 06/30/2024 | $1,001 - $15,000 | 0.98 | DEO0.95 | SellSell | Dependent | Jun 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 203 | DC | Hershey Company Com | — | P | 06/26/2024 | 06/30/2024 | $1,001 - $15,000 | 0.97 | HSY0.95 | BuyBuy | Dependent | Jun 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 204 | DC | UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 | — | P | 06/11/2024 | 06/30/2024 | $250,001 - $500,000 | 0.97 | —0.00 | BuyBuy | Dependent | Jun 11, 2024 | $250,001 - $500,000mid $375K | Bond | not modelled |
| 205 | DC | Call (SPX) New S&P 500 JUN 21 24 $4600 | — | P | 06/17/2024 | 06/30/2024 | $50,001 - $100,000 | 0.97 | —0.60 | BuyBuy | Dependent | Jun 17, 2024 | $50,001 - $100,000mid $75K | Option | Reviewnot modelled |
| 206 | DC | Call (SPX) New S&P 500 JUN 21 24 $4700 | — | P | 06/17/2024 | 06/30/2024 | $100,001 - $250,000 | 0.97 | —0.60 | BuyBuy | Dependent | Jun 17, 2024 | $100,001 - $250,000mid $175K | Option | Reviewnot modelled |
| 207 | DC | UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 | — | S | 06/26/2024 | 06/30/2024 | $250,001 - $500,000 | 0.98 | —0.00 | SellSell | Dependent | Jun 26, 2024 | $250,001 - $500,000mid $375K | Bond | not modelled |
| 208 | DC | ISHARES TR 0-3 MNTH TREASRY | — | S | 06/17/2024 | 06/30/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Jun 17, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 209 | DC | Realty Income Corp Com | — | S | 06/17/2024 | 06/30/2024 | $1,001 - $15,000 | 0.99 | O0.95 | SellSell | Dependent | Jun 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 210 | DC | Meta Platforms Inc Class A | — | P | 06/17/2024 | 06/30/2024 | $1,001 - $15,000 | 0.98 | META0.92 | BuyBuy | Dependent | Jun 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 211 | DC | Dlageo AbR | — | S | 06/26/2024 | 06/30/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Jun 26, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 212 | DC | Hershey Company Com | — | P | 06/26/2024 | 06/30/2024 | $1,001 - $15,000 | 0.98 | HSY0.95 | BuyBuy | Dependent | Jun 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 213 | DC | UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 | — | P | 06/11/2024 | 06/30/2024 | $100,001 - $250,000 | 0.97 | —0.00 | BuyBuy | Dependent | Jun 11, 2024 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 214 | DC | Call (SPX) New S&P 500 JUN 21 24 $4600 | — | P | 06/17/2024 | 06/30/2024 | $15,001 - $50,000 | 0.97 | —0.60 | BuyBuy | Dependent | Jun 17, 2024 | $15,001 - $50,000mid $32.5K | Option | Reviewnot modelled |
| 215 | DC | Call (SPX) New 5&P 500 JUN 21 24 $4700 | — | P | 06/17/2024 | 06/30/2024 | $15,001 - $50,000 | 0.97 | —0.60 | BuyBuy | Dependent | Jun 17, 2024 | $15,001 - $50,000mid $32.5K | Option | Reviewnot modelled |
| 216 | DC | UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 | — | P | 06/11/2024 | 06/30/2024 | $500,001 - $1,000,000 | 0.97 | —0.00 | BuyBuy | Dependent | Jun 11, 2024 | $500,001 - $1,000,000mid $750K | Bond | not modelled |
| 217 | DC | Call (SPX) New S&P 500 JUN 21 24 $4600 | — | P | 06/17/2024 | 06/30/2024 | $50,001 - $100,000 | 0.97 | —0.60 | BuyBuy | Dependent | Jun 17, 2024 | $50,001 - $100,000mid $75K | Option | Reviewnot modelled |
| 218 | ? | Call (SPX) New S&P 500 JUN 21 24 $4700 OCR: owner unreadable | — | P | 06/17/2024 | 06/30/2024 | $50,001 - $100,000 | 0.60 | —0.60 | BuyBuy | Unknown | Jun 17, 2024 | $50,001 - $100,000mid $75K | Option | Reviewnot modelled |