Official filing metadata
- Filer (as printed)
- Hon. Earl Blumenauer
- Office (as printed)
- OR03
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 1, 2022
- Filing year
- 2022
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 68
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2596
Reading this page
The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 68
Left: official, as printed · Right: normalized
| Official · as printed in the filing | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | — | Air Products and Chemicals, Inc. (APD) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | APD | P | 03/10/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | APD0.98 | BuyBuy | Self | Mar 10, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | Air Products and Chemicals, Inc. (APD) [ST] other: F IlINg S TATuS : New | APD | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | APD0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Alaska Air group, Inc. (AlK) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | — | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | ALK0.95 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Alaska Air group, Inc. (AlK) [ST] other: F IlINg S TATuS : New | — | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | ALK0.95 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Alphabet Inc. - Class A (gOOgl) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | — | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | GOOGL0.95 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Alphabet Inc. - Class A (gOOgl) [ST] other: F IlINg S TATuS : New | — | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | GOOGL0.95 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | Amgen Inc. (AMgN) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | — | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | AMGN0.95 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | Amgen Inc. (AMgN) [ST] other: F IlINg S TATuS : New | — | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | AMGN0.95 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | Bank of America Corporation (BAC) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | BAC | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | BAC0.98 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Bank of America Corporation (BAC) [ST] other: F IlINg S TATuS : New | BAC | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | BAC0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | Blackbaud, Inc. (BlKB) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | — | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | BLKB0.95 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | Blackbaud, Inc. (BlKB) [ST] other: F IlINg S TATuS : New | — | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | BLKB0.95 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | — | BlackRock, Inc. (BlK) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | — | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | BLK0.95 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | BlackRock, Inc. (BlK) [ST] other: F IlINg S TATuS : New | — | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | BLK0.95 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | — | Centene Corporation (CNC) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | CNC | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | CNC0.98 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | — | Centene Corporation (CNC) [ST] other: F IlINg S TATuS : New | CNC | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | CNC0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | Cisco Systems, Inc. (CSCO) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | CSCO | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | CSCO0.98 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | Cisco Systems, Inc. (CSCO) [ST] other: F IlINg S TATuS : New | CSCO | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | CSCO0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | — | Citigroup, Inc. (C) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | C | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | C0.98 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | — | Citigroup, Inc. (C) [ST] other: F IlINg S TATuS : New | C | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | C0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | FIRST REPuBlIC BANK (FRC) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | FRC | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | —0.90 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 22 | — | FIRST REPuBlIC BANK (FRC) [ST] other: F IlINg S TATuS : New | FRC | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | —0.90 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 23 | — | Flex ltd. - Ordinary Shares (FlEX) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | — | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | FLEX0.95 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | — | Flex ltd. - Ordinary Shares (FlEX) [ST] other: F IlINg S TATuS : New | — | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | FLEX0.95 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | — | goldman Sachs group, Inc. (gS) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | — | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | GS0.95 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | — | goldman Sachs group, Inc. (gS) [ST] other: F IlINg S TATuS : New | — | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | GS0.95 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | — | Home Depot, Inc. (HD) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | HD | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | HD0.98 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | — | Home Depot, Inc. (HD) [ST] other: F IlINg S TATuS : New | HD | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | HD0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | — | Intel Corporation (INTC) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | INTC | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | INTC0.98 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | — | Intel Corporation (INTC) [ST] other: F IlINg S TATuS : New | INTC | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | INTC0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | — | Intercontinental Exchange Inc. (ICE) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | ICE | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | ICE0.98 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | — | Intercontinental Exchange Inc. (ICE) [ST] other: F IlINg S TATuS : New | ICE | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | ICE0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | — | International Paper Company (IP) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | IP | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | IP0.98 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | — | International Paper Company (IP) [ST] other: F IlINg S TATuS : New | IP | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | IP0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | — | Kroger Company (KR) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | KR | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | KR0.98 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | — | Kroger Company (KR) [ST] other: F IlINg S TATuS : New | KR | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | KR0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | — | Magna International, Inc. (MgA) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | — | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | MGA0.95 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | — | Magna International, Inc. (MgA) [ST] other: F IlINg S TATuS : New | — | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | MGA0.95 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | — | McKesson Corporation (MCK) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | MCK | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | MCK0.98 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | — | McKesson Corporation (MCK) [ST] other: F IlINg S TATuS : New | MCK | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | MCK0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | — | Medtronic plc. Ordinary Shares (MDT) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | MDT | P | 02/18/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | MDT0.98 | BuyBuy | Self | Feb 18, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | — | Medtronic plc. Ordinary Shares (MDT) [ST] other: F IlINg S TATuS : New | MDT | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | MDT0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | — | Pfizer, Inc. (PFE) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | PFE | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | PFE0.98 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | — | Pfizer, Inc. (PFE) [ST] other: F IlINg S TATuS : New | PFE | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | PFE0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | — | QuAlCOMM Incorporated (QCOM) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | QCOM | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | QCOM0.98 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | — | QuAlCOMM Incorporated (QCOM) [ST] other: F IlINg S TATuS : New | QCOM | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | QCOM0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | — | Quest Diagnostics Incorporated (DgX) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | — | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | DGX0.95 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | — | Quest Diagnostics Incorporated (DgX) [ST] other: F IlINg S TATuS : New | — | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | DGX0.95 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | — | Raytheon Technologies Corporation (RTX) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | RTX | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | RTX0.98 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | — | Raytheon Technologies Corporation (RTX) [ST] other: F IlINg S TATuS : New | RTX | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | RTX0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | — | Salesforce.com Inc (CRM) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | CRM | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | CRM0.98 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | — | Salesforce.com Inc (CRM) [ST] other: F IlINg S TATuS : New | CRM | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | CRM0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | — | SAP SE ADS (SAP) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | SAP | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | SAP0.98 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | — | SAP SE ADS (SAP) [ST] other: F IlINg S TATuS : New | SAP | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | SAP0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | — | Siemens Ag American Depositary Shares (SIEgY) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | — | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 56 | — | Siemens Ag American Depositary Shares (SIEgY) [ST] other: F IlINg S TATuS : New | — | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 57 | — | Starbucks Corporation (SBuX) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | — | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | SBUX0.95 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | — | Starbucks Corporation (SBuX) [ST] other: F IlINg S TATuS : New | — | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | SBUX0.95 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | — | u.S. Bancorp (uSB) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | — | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | —0.90 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 60 | — | u.S. Bancorp (uSB) [ST] other: F IlINg S TATuS : New | — | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | —0.90 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 61 | — | unilever PlC (ul) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | — | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | UL0.95 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | — | unilever PlC (ul) [ST] other: F IlINg S TATuS : New | — | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | UL0.95 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | — | Ventas, Inc. (VTR) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | VTR | P | 02/18/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | VTR0.98 | BuyBuy | Self | Feb 18, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | — | Ventas, Inc. (VTR) [ST] other: F IlINg S TATuS : New | VTR | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | VTR0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | — | Viatris Inc. (VTRS) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | VTRS | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | VTRS0.98 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | — | Viatris Inc. (VTRS) [ST] other: F IlINg S TATuS : New | VTRS | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | VTRS0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | — | Walt Disney Company (DIS) [ST] other: F IlINg S TATuS : New D ESCRIPTION : Due to miscommunication with my financial advisor, this stock was purchased in error. Once I was informed of the transaction, I sold the stock. | DIS | P | 02/24/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | DIS0.98 | BuyBuy | Self | Feb 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | — | Walt Disney Company (DIS) [ST] other: F IlINg S TATuS : New | DIS | S | 03/14/2022 | 03/14/2022 | $1,001 - $15,000 | 1.00 | DIS0.98 | SellSell | Self | Mar 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |