Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 6, 2023
- Filing year
- 2022
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 373
- Parser version
- ocr_grid_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 2875
REVIEW OCR 27p, rotation [90]: 373 rows from 25 data pages, 1 pages 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 · 373
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 | — | MARVELL TECHNOLOGY GROUP LTD | — | P | 12/14/2022 | 01/03/2023 | $1,001 - $15,000 | 0.97 | MRVL0.95 | BuyBuy | Self | Dec 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | IANALOG DEVICES INC OCR: date order | — | S (partial) | 12/14/2022 | 01/03/2022 | $1,001 - $15,000 | 0.60 | —0.87 | PartialPartial sale | Self | Dec 14, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 3 | ? | ISHARESPREFERRED&INCOMESECUAITIESETF OCR: owner unreadable | — | P | 12/06/2022 | 01/04/2023 | $100,001 - $250,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 6, 2022 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 4 | DC | ISHARESRUSSELL10O0GROWTHETF | — | P | 12/06/2022 | 01/04/2023 | $100,001 - $250,000 | 0.92 | —0.00 | BuyBuy | Dependent | Dec 6, 2022 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 5 | DC | PAYPAL HOLOINGS, INC. CMN | — | P | 12/02/2022 | 01/04/2023 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 2, 2022 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 6 | DC | CARMAX,INC.CMN | — | P | 12/22/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | Dec 22, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 7 | DC | APTIV PLC CMN | — | P | 12/02/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Dependent | Dec 2, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 8 | DC | TRUIST FINANCIAL CORPORATION CMN | — | P | 12/22/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | Dec 22, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 9 | DC | [WELLSFARGO&CO(NEW)CMN | — | P | 12/15/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.60 | BuyBuy | Dependent | Dec 15, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 10 | DC | iCALL/LIN FLEX EURO PM @_305 EXP 12/0Z/2022 | — | S | 12/02/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 2, 2022 | $1,001 - $15,000mid $8K | Option | not modelled |
| 11 | DC | CALL/PG FLEX EURO PM @ 135 EXP 12/02/2022 | — | S | 12/02/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Dependent | Dec 2, 2022 | $1,001 - $15,000mid $8K | Option | not modelled |
| 12 | DC | ICALL/DEFLEXEUROPM@415EXP12/02/2022 OCR: date uncertain | — | S | 12/02/2022 | 01/06/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Dependent | Dec 2, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 13 | ? | APPLE INC. CMN OCR: owner unreadable | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | DC | MICROSOFTCORPORATIONCMN | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 15 | ? | ITESLA,INC.CMN OCR: owner unreadable | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 16 | DC | AMAZON.COM INC CMN | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 17 | DC | IWELLS FARGO & COMPANY HYBRID PERPETUAL USD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 18 | ? | CIJIGROUPINC.HYBRIDPERPETUALUSD OCR: owner unreadable, date uncertain | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 19 | DC | WORKDAY,INC.CMNCLASSA | — | S | 12/02/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Dependent | Dec 2, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 20 | DC | BANK OF AMERICA CORPORATIDN HYBRID PERPETUAL USD | — | S | 12/06/2022 | — | $1,001 - $15,000 | 0.87 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 21 | DC | jCITIGROUP INC.HYBRID PERPETUAL USD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 22 | DC | VISA INC. CMN CLASS A | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 23 | ? | NVIDIACORPORATIONCMN OCR: owner unreadable | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 5, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 24 | DC | CAPITAL ONE FINANCIAL CORPORAT HYBRID PERPETUAL USD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 25 | DC | TRUISTFINANCIAL CORPORATIONHYBRID PERPETUAL USD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 26 | DC | ELILILLY&CO CMN | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 27 | ? | ADOBE INC CMN OCR: owner unreadable | — | S | 12/02/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Dec 2, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 28 | DC | ITRUIST FINANCIALCORPORATION HYBRID PERPETUALUSD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 29 | DC | METLIFE,INC.HYBRID PERPETUALUSD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 30 | DC | MASTERCARDINCORPORATEDCMNCLASSA OCR: date uncertain | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 31 | DC | BANK OE NOVA SCOTIA (THEI HYBRID PERPETUALUSD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 32 | DC | CITIGROUP INC. HYBRID PERPETUAL USD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 33 | DC | ILVMH MOET HENNESSY LOUIS VUITTON S.A. ADR CMN OCR: date uncertain, low text confidence | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.82 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 34 | DC | CITIZENS FINANCIALGROUP,INC.HYBRIDPERPETUALUSD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 35 | DC | ALPHABET INC, CMN CLASS A | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.88 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 36 | DC | IALPHABET INC. CMN CLASS C OCR: amount unclear, date uncertain | — | S | 12/05/2022 | 01/04/2023 | — | 0.30 | —0.00 | SellSell | Dependent | Dec 5, 2022 | — | Stock | Reviewnot modelled |
| 37 | DC | BANKOFAMERICACORPORATIONHYBRIDPERPETUALUSD | — | S | 12/14/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Dependent | Dec 14, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 38 | DC | IBANK OF NEWYORK MELLON CORPOR HYBRID PERPETUAL USD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.88 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 39 | DC | UNITEDHEALTHGROUPINCORPORATECMN | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.88 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 40 | DC | TALLY FINANCIAL INC. HYBRIO PERPETUAL USD M&TBANKCORPORATIONHYBRIDPERPETUAE OCR: type unclear, amount unclear, rows merged | — | — | 12/06/2022 | 01/04/2023 | — | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 6, 2022 | — | Unknown | Reviewnot modelled |
| 41 | — | Ful Ausat Nam OCR: date unreadable, low text confidence | — | S | — | — | $1,000,001 - $5,000,000 | 0.30 | —0.00 | SellSell | Self | — | $1,000,001 - $5,000,000mid $3M | Unknown | Reviewnot modelled |
| 42 | DC | DISCOVER FINANCIAL SERVICES HYBRID PERPETUAL USD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 43 | DC | CHARLESSCHWAB CORPORATION(TH HYBRIDPERPETUALUSD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 44 | DC | JPMORGAN CHASE & CO.HYBRIDPERPETUALUSD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 45 | DC | WELLS FARGO & COMPANY HYBRID PERPETUAL USD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 46 | DC | IPMORGAN CHASE & CO, HYBRID PERPETUAL USD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 47 | DC | CHARLES SCHWAB CORPORATION ITH HYBRID PERPETUAL USD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 48 | DC | MARKEL CORPORATIONHYBRID PERPETUALUSD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 49 | DC | CITIZENSFINANCIALGROUP.INC.HYBRIDPERPETUALUSD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 50 | DC | 'COSTCO WHOLESALE CORPORATION CMN | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 51 | DC | AMEAICAN EXPRESS COMPANY HYBRID PERPETUAL USD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.87 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 52 | DC | CHARLES SCHWAB CORPORATION (TH HYBRID PEAPETUAL USD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 53 | DC | BANKOFNEWYORKMELLONCORPORHYBRIDPERPETUALUSD OCR: date uncertain | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 54 | DC | IU.S.BANCORPHYBRIDPERPETUALUSD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.81 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 55 | ? | PNC FINANCIAL SERVICES GAOUP,HYBRID PERPETUALUSD OCR: owner unreadable, amount unclear | — | S | 12/06/2022 | 01/04/2023 | — | 0.30 | —0.90 | SellSell | Unknown | Dec 6, 2022 | — | Unknown | Reviewnot modelled |
| 56 | ? | M&T BANK CORPORATION HYBRID PERPETUA1 USD OCR: owner unreadable | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 57 | DC | BANKOFAMERICACORPORATIONHYBRIDPERPETUALUSD OCR: amount unclear | — | S | 12/06/2022 | — | — | 0.30 | —0.00 | SellSell | Dependent | Dec 6, 2022 | — | Unknown | Reviewnot modelled |
| 58 | DC | [VOYA FINANCIAL, INC. HYBAID PERPETUAL USD OCR: amount unclear | — | S | 12/06/2022 | 01/04/2023 | — | 0.30 | —0.00 | SellSell | Dependent | Dec 6, 2022 | — | Unknown | Reviewnot modelled |
| 59 | DC | CITIGROUPINC,HYBRIDPERPETUAL UBER TECHNOLOGIES,INC.CMN TIX COMPANIES INC (NEW) CMN OCR: amount unclear, rows merged | — | S | 12/06/2022 | 01/04/2023 | — | 0.30 | —0.60 | SellSell | Dependent | Dec 6, 2022 | — | Stock | Reviewnot modelled |
| 60 | DC | SALESFORCEINCCMN OCR: date uncertain | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 61 | DC | CHIPOTLE MEXICAN GRILL, INC. CMN | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 62 | DC | ALLY FINANCIAL INC. HYBRID PERPETUAL USD | — | S | 12/06/2022 | — | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 63 | DC | MORGAN STANLEY PFD USD1.4625(5.85%) SERiES K | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 64 | DC | JPMORGANCHASE&CO.HYBRIDPERPETUALUSD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 65 | DC | NETFLX, INC. CMN | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 66 | ? | LULULEMONATHLETICAINC.CMN OCR: owner unreadable | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 67 | DC | VODAFONEGROUPPUBLICLIMITEDHYBRIDO4/O4/2O79USD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 68 | DC | DANAHERCORPORATIONCMN AMERICAN TOWER CORPORATION CMN OCR: amount unclear, rows merged | — | S | 12/05/2022 | 01/04/2023 | — | 0.30 | —0.00 | SellSell | Dependent | Dec 5, 2022 | — | Stock | Reviewnot modelled |
| 69 | DC | REGIONSFINANCIALCORPOAATIONHYBRIDPERPETUALUSD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 70 | ? | DCNOVO-NOADISK AS ADR ADR CMN DC._JVERTEX PHARMACEUTICALS INCOAPO CMN COMERICAINCORPORATEDHYBRIDPERPETUALUSD VFCORPCMN OCR: owner unreadable, rows merged | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Unknown | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 71 | DC | PFIZERINC.CMN FIFTHTHIRDBANCORPHYBRIDPEAPETUALUSD OCR: amount unclear, rows merged | — | S | 12/27/2022 | 01/04/2023 | — | 0.30 | —0.00 | SellSell | Dependent | Dec 27, 2022 | — | Stock | Reviewnot modelled |
| 72 | DC | CAPITAL ONE FINANCIAL CORP PFD USD1.2500(S.00%) SE RIES I | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 73 | DC | HUNTINGTON BANCSHARES INCORPOR HYBRID PERPETUAL USD IPROCTER & GAMBLE COMPANY [THE) CMN OCR: rows merged | — | S | 12/02/2022 | 01/04/2023 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Dependent | Dec 2, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 74 | DC | HUNTINGTONBANCSHARESINCORPORHYBRIDPERPETUALUSD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 75 | DC | ADOBEINC CMN | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 76 | DC | BROADCOM INC.CMN | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 77 | DC | AT&T INC. PFD USD1.1875(4.7S%) SERIES C | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 78 | DC | SYNCHRONY FINANCIAL PFD USD1.40S3(S.63%) SERIES A | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 79 | ? | AIRLEASECORPORATIONHYBRIDPERPETUALUSD OCR: owner unreadable | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 80 | DC | ABBOTTLABORATORIESCMN | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.81 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 81 | DC | S&PGLOBALINC.CMN OCR: date uncertain | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 82 | DC | PARTNERREFINANCEBLLCHYBRID10/O1/2O5OUSD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 83 | DC | IDEXCOM, INC. CMN | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 84 | DC | DC _IMERCAOOLIBRE, INC. CMN ADYEN N.V.ADR CMN [KKR GROUP FINANCE CO. IX LLC PFD USD1.1562(4.62%I SERIES E OCR: rows merged | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 85 | ? | NIKECLASS-BCMNCLASSB OCR: owner unreadable | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 5, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 86 | DC | VOYA FINANCIAL, INC. HYBRID 05/15/2053 USD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.86 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 87 | DC | T-MOBILE US, INC. CMN | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 88 | DC | LINCOLN NATIONAL CORPORATION HYBRID PERPETUAL | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 89 | DC | IESTEELAUDERCOS INC CL-ACMN CLASSA OCR: date uncertain | — | S | 12/05/2022 | — | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 90 | DC | AIRBNB.INC.CMN CLASSA | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 91 | ? | BANKOFAMERICACORPORATIONHYBAIDPERPETUALUSD OCR: owner unreadable | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 92 | DC | ATLASSIANCORPCMN | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 93 | DC | MARRIOTTINTERNATIONALINCCMNCLASSA | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 94 | DC | The HoMe DePot, Inc. CMN | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 95 | DC | LINDE PLC CMN | — | S (partial) | 12/14/2022 | 01/04/2023 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 14, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 96 | DC | ASMLHOLDINGN.V.ADRCMN | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 97 | DC | SVB FINANCIAL GROUP HYBRID PERPETUAL USD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 98 | DC | PRUDENTIALFINANCIAL.INC.HYBRID 03/0/20S2 USD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 99 | DC | VFCORPCMN | — | S (partial) | 12/27/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Dec 27, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 100 | DC | IMDRGAN STANLEY PFD USD1.62SO(6.S0%) SERIES P INTUITIVE SURGICAL,INC.CMN ITRADE DESK, INC. (THE) CMN OCR: date uncertain, rows merged | — | S | 12/06/2022 | — | $1,001 - $15,000 | 0.40 | THE0.95 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 101 | DC | VFCORPCMN | — | S (partial) | 12/22/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Dec 22, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 102 | DC | BANKOFNEWYORKMELLONCORPORHYBRIDPERPETUALUSD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 103 | DC | FIRSTCITIZENSBANCSHARESINCHYBRIDPERPETUAL | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 104 | DC | !MORGAN STANLEYHYBRIDPERPETUALUSD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.86 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 105 | DC | EQUITABLEHOLDINGS,INC.HYBRIDPERPETUALUSD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 106 | DC | VFCOAPCMN | — | S (partial) | 12/27/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Dependent | Dec 27, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 107 | DC | CROWDSTRIKEHOLDINGS,INC.CMN | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 108 | ? | ISNOWFLAKEINC.CMNCLASSA ICHARLES SCHWAB CORPORATION (TH HYBAID PERPETUAL USD OCR: owner unreadable, rows merged | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Unknown | Dec 5, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 109 | DC | AIRLEASECORPORATIONHYBRIDPERPETUALUSD | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 110 | DC | SVBFINANCIALGROUP HYBRIDPERPETUALUSO | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 111 | DC | XXR &CO.INC.CMN | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 112 | DC | PNC FINANCIAL SERVICES GROUP,HYBRID PERPETUAL | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 113 | DC | IMARSH & MCLENNAN CO INC CMN | — | S (partial) | 12/23/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Dependent | Dec 23, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 114 | DC | ISPOTIFYTECHNOLOGYSACMN | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 5, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 115 | DC | SS&C TECHNOLOGIES HOLDINGS,IN CMN | — | P | 12/15/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | Dec 15, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 116 | DC | SENSATATECHNOLOGIESHOLDINGPCMN | — | P | 12/09/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 9, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 117 | ? | SENSATA TECHNOLOGIESHOLDINGP CMN OCR: owner unreadable | — | P | 12/22/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 22, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 118 | DC | IFEDEXCORPORATIONCMN OCR: date uncertain | — | S | 12/21/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Dependent | Dec 21, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 119 | DC | AT&TINC.CMN | — | S (partial) | 12/14/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Dependent | Dec 14, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 120 | DC | Yf.CORP Cmn. OCR: low text confidence | — | S | 12/22/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Dependent | Dec 22, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 121 | DC | IHAZELWOODM0SCHDISTGO5.0000%03/01/23MS | — | P | 12/12/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Dec 12, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 122 | DC | AMESI0WAG05%06/01/23 JD SPARTANBURG CNTY S C REV REV 4.0000% 04/01/23 AO DOUGLASEMMETT.INC.CMN [AMERICAN TOWER CORPORATION CMN OCR: amount unclear, rows merged | — | P | 12/06/2022 | 01/04/2023 | — | 0.30 | —0.00 | BuyBuy | Dependent | Dec 6, 2022 | — | Stock | Reviewnot modelled |
| 123 | ? | DKGITALREALTYTRUST.INC.CMN OCR: owner unreadable | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 124 | DC | PROLOGISINC CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 125 | DC | CHCAGOILL HARE INTLARPT FOR REV 5.0000% 01/01/23 J | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 126 | DC | AIKEN CNTY S C CONS SCH DIST GO5% 03/01/23 MS | — | P | 12/09/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Dec 9, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 127 | DC | LOUISVILLE & JEFFERSON CNTY KY REV 5.0DO0% 05/15/23 MN | — | P | 12/12/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Dec 12, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 128 | ? | SPOTIFYTECHNOLOGYS.A.CMN OCR: owner unreadable | — | P | 12/06/2022 | — | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 129 | DC | SEAGAYE TECHNOLOGYHOLDIN PLC CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 130 | ? | IAC INC CMN OCR: owner unreadable | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 131 | DC | VORNADO REALTYTRUST CMN OCR: low text confidence | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 132 | DC | CMARTER COMMUNICATIONS,INC.CMN OCR: date uncertain | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 133 | ? | SNAP INC. CMN CLASS A OCR: owner unreadable | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 134 | DC | IDOCUSIGN,INC.CMN RoKu, Inc. cmn OCR: amount unclear, rows merged | — | P | 12/06/2022 | 01/04/2023 | — | 0.30 | —0.00 | BuyBuy | Dependent | Dec 6, 2022 | — | Stock | Reviewnot modelled |
| 135 | ? | DC _ JONES LANG LASALLE INCORPORATE CMN DC_IQUANTUMSCAPE CORP CMN UNITYSOFTWAREINC.CMN OCR: owner unreadable, date uncertain, rows merged | — | P | 12/06/2022 | — | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 136 | ? | AOVANCED MICAO DEVICES, INC. CMN OCR: owner unreadable | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 137 | DC | IRINGCENTRAL, INC. CMN OCR: amount unclear | — | P | 12/06/2022 | 01/04/2023 | — | 0.30 | —0.00 | BuyBuy | Dependent | Dec 6, 2022 | — | Stock | Reviewnot modelled |
| 138 | DC | Apple Inc. Cmn | — | S (partial) | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.88 | —0.90 | PartialPartial sale | Dependent | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 139 | DC | MEDTAONIC PUBLIC LIMITED COMPA CMN | — | S | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.91 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 140 | DC | MCDONALDSCORPCMN | — | S | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 141 | DC | WALTDISNEYCOMPANY (THE)CMN | — | S | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.92 | THE0.95 | SellSell | Dependent | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 142 | DC | MORGAN STANLEY CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.92 | —0.00 | PartialPartial sale | Dependent | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 143 | DC | CROWN CASTLE INTL CORP CMN | — | S | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.94 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 144 | DC | BERKSHIREHATHAWAYINC.CLASSB | — | S (partial) | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.92 | —0.00 | PartialPartial sale | Dependent | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 145 | DC | TESUA,INC.CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.92 | —0.00 | PartialPartial sale | Dependent | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 146 | DC | EQUITYRESIDENTIALCMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 147 | ? | VERTEXPHARMACEUTICALSINCORPOCMN OCR: owner unreadable | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 148 | DC | [ALPHABET INC. CMN CLASS A. PAYPALHOLDINGS,INC.CMN AMAZON.COM INC CMN IBROADCOM INC.CMN OCR: rows merged | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 149 | DC | ISALESFORCEINCCMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 150 | DC | ITARGETCORPORATIONCMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.87 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 151 | DC | TECONNECTIVITYLTDCMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 152 | DC | GENERALMOTORSCOMPANYCMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 153 | DC | TEXASINSTRUMENTSINC.CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.89 | —0.00 | PartialPartial sale | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 154 | DC | IWELLS FARGO & CO (NEW) CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.89 | —0.85 | PartialPartial sale | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 155 | DC | UNITEDHEALTHGROUPINCORPORATECMN [SERVICENOWINCCMN OCR: amount unclear, rows merged | — | S | 12/06/2021 | 01/04/2023 | — | 0.30 | —0.00 | SellSell | Dependent | Dec 6, 2021 | — | Unknown | Reviewnot modelled |
| 156 | DC | MICRONTECHNOLOGY,INC.CMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 157 | DC | VERIZON COMMUNICATIONS, INC. CMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 158 | DC | CVS HEALTH CORP CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 159 | DC | IMASTERCARDINCORPORATEDCMNCLASSA | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 160 | DC | DANAHER CORPORATION CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 161 | DC | MICROSOFTCORPORATIONCMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 162 | DC | GLOBAL PAYMENTS INC. CMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 163 | DC | IWALMART INC CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 164 | DC | JEXTRA SPACE STORAGE INc. CMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 165 | ? | FIFTH THIAD BANCOAP CMN OCR: owner unreadable | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 166 | DC | THERMO FISHER SCIENTIFIC INC CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 167 | DC | WARNER BROS DISCOVERY INC CMN | — | S | 12/06/2022 | — | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 168 | DC | TYSON FOODS INC CL-A CMN CLASS A | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 169 | DC | INVIDIA CORPORATION CMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.88 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 170 | ? | UDRINCCMN OCR: owner unreadable | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 171 | DC | METAPLAYFORMSINC-CLASSACMNCLASSA | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 172 | DC | REPUBLICSERVICESINCCMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 173 | DC | MID-AMERICAAPT CMNTYS INC CMN OCR: low text confidence | — | S | — | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 174 | DC | WESTERNDIGITALCORPORATION CMN DOLLARGENERAICORPORATIONCMN OCR: type unclear, amount unclear, rows merged | — | — | 12/06/2022 | 01/04/2023 | — | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 6, 2022 | — | Stock | Reviewnot modelled |
| 175 | — | Fot Aret Mat OCR: date unreadable, low text confidence | — | S | — | — | $1,000,001 - $5,000,000 | 0.30 | —0.00 | SellSell | Self | — | $1,000,001 - $5,000,000mid $3M | Unknown | Reviewnot modelled |
| 176 | DC | DOLLARTREE STORES,INC.CMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 177 | DC | VERISK ANALYTICS, INC, CMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 178 | DC | ASSURED GUARANTY LTD. CMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 179 | ? | ZOETIS INC. CMN CLASS A OCR: owner unreadable, date uncertain | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 180 | ? | AUTODESK, INC. CMN OCR: owner unreadable | — | S | 02/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Feb 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 181 | DC | PARAMOUNTGLOBALCMN CLASSB | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 182 | DC | FASTENALCOMPANYCMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 183 | DC | VFCORPCMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 184 | DC | MCKESSON CORPORATION CMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 185 | ? | ESTEE LAUDER COS INC CL-A CMN CLASS A OCR: owner unreadable, date uncertain | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 186 | DC | KROGER COMPANY CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 187 | ? | [LAM RESEARCH CORPORATION CMN OCR: owner unreadable | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 188 | DC | SNOWFLAKEINC.CMNCLASSA OCR: date uncertain | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 189 | DC | IUNUMGROUPCMN | — | S | 12/06/2022 | — | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 190 | DC | [PEPSICO, INC, CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.88 | —0.90 | PartialPartial sale | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 191 | DC | GARTNER.INC.CMN OCR: date uncertain | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 192 | ? | BILL.COMHOLDINGS,INC.CMN OCR: owner unreadable | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 193 | ? | JINTELCORPORATYONCMN OCR: owner unreadable | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 194 | ? | FORTINET,INC.CMN ZOOMINFO TECHNOLOGIESINC CMN OCR: owner unreadable, amount unclear, date uncertain, rows merged | — | S | 12/06/2021 | — | — | 0.30 | —0.00 | SellSell | Unknown | Dec 6, 2021 | — | Stock | Reviewnot modelled |
| 195 | ? | DATADOG, INC. CMN CLASS A ADVANCEO DRAIN SYS INC CMN ALBEMARLE CORP CMN OCR: owner unreadable, rows merged | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 196 | DC | PURE STORAGE INC CMN CLASS A | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 197 | ? | CHARGEPOINT HOLDINGS INC CMN OCR: owner unreadable | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 198 | DC | ICLOUDFLARE, INC. CMN CUASS A | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Dependent | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 199 | SP | ISHARES AUSSELL 2000 ETF | — | P | 12/05/2022 | 01/04/2023 | $50,001 - $100,000 | 0.89 | —0.00 | BuyBuy | Spouse | Dec 5, 2022 | $50,001 - $100,000mid $75K | Etf | not modelled |
| 200 | ? | NEW YORK ST DORM AUTH REVS NON REY 5% 10/01/29-CA AO HISHARES RUSSEEL 2000 ETE [CHaMPLAin SMaLL COMPanY FUND INStITuTIONal OCR: owner unreadable, rows merged | — | P | 12/02/2022 | 01/04/2023 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Unknown | Dec 2, 2022 | $1,001 - $15,000mid $8K | Mutual fund | Reviewnot modelled |
| 201 | SP | ALTRIAGROUP, INC.CMN | — | P | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.89 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 202 | SP | SENSATATECHNOLOGIESHOLDINGPCMN | — | P | 12/14/2022 | 01/04/2023 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Spouse | Dec 14, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 203 | SP | MEDTRONICPUBLICLIMITEOCOMPACMN | — | P | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 204 | SP | THERMOFISHERSCIENTIFICINCCMN | — | P | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 205 | SP | SENSATA TECHNOLOGIES HOLDING P CMN | — | P | 12/16/2022 | 01/04/2023 | $15,001 - $50,000 | 0.91 | —0.90 | BuyBuy | Spouse | Dec 16, 2022 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 206 | SP | PFIZER INC. CMN | — | P | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.88 | —0.90 | BuyBuy | Spouse | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 207 | SP | AMAZON.COM INC CMN | — | P | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 208 | SP | IREGENERON PHARMACEUTICALINCCMN | — | P | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 209 | ? | ADOBE INC CMN MARYLAND STATE DEPARTMENT REV S.0000% 09/01/23 MS AIKEN CNTY SC CONS SCH DIST GO $% 03/01/23 MS IOHIO ST GO 3% 03/01/23 MS ACTVISIONBLIZZARD,INCCMN OCR: owner unreadable, amount unclear, rows merged | — | P | 12/06/2022 | 01/04/2023 | — | 0.30 | —0.00 | BuyBuy | Unknown | Dec 6, 2022 | — | Stock | Reviewnot modelled |
| 210 | SP | SENSATA TECHNOLOGIES HOLDING P CMN | — | P | 12/19/2022 | 01/04/2023 | $15,001 - $50,000 | 0.86 | —0.90 | BuyBuy | Spouse | Dec 19, 2022 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 211 | SP | SS&CTECHNOLOGIES HOLDINGS,IN CMN OCR: date uncertain | — | P | 12/15/2022 | 01/04/2023 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Spouse | Dec 15, 2022 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 212 | SP | ABBVIEINCCMN | — | P | 12/06/2022 | — | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 213 | SP | ELANCOANIMALHEALTHINCORPORACMN | — | P | 12/28/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Dec 28, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 214 | SP | CMEGAOUPINC.CMNCLASSA | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 215 | ? | BANKOFAMERICACOAPCMN ROPER TECHNOLOGIES INC CMN OCR: owner unreadable, rows merged | — | P | 12/12/2021 | 01/04/2023 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Unknown | Dec 12, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 216 | SP | ELANCOANIMALHEAETHINCORPORACMN | — | P | 12/09/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Dec 9, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 217 | SP | CONSTELLATION BRANDS INC CMN CLASS A | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 218 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | P | 12/21/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 21, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 219 | SP | ELANCO ANIMAL HEALTH INCORPORACMN | — | P | 12/13/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Dec 13, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 220 | SP | COCA-COLA COMPANY (THE) CMN | — | P | 12/30/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | THE0.95 | BuyBuy | Spouse | Dec 30, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 221 | SP | HUMANA INC. CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 222 | SP | ELANCOANIMALHEALTHINCORPORACMN | — | P | 12/23/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Dec 23, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 223 | SP | SS&CTECHNOLOGIESHOLDINGS,INCMN | — | P | 12/09/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Dec 9, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 224 | ? | SS&CTECHNOLOGIES HOLOINGS,IN CMN ELANCO ANIMAL HEALTHINCDRPORA CMN OCR: owner unreadable, amount unclear, rows merged | — | P | 12/12/2022 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Dec 12, 2022 | — | Stock | Reviewnot modelled |
| 225 | SP | ISS&CTECHNOLOGIESHOLDINGS,INCMN | — | P | 12/27/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Dec 27, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 226 | SP | iCVSHEALTHCORPCMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 227 | SP | SS&CTECHNOLOGIES HOLDINGS,INCMN | — | P | 12/20/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Dec 20, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 228 | ? | IMERCK & CO.. INC, CMN MCKESSON CORPORATION CMN OCR: owner unreadable, amount unclear, rows merged | — | P | 12/06/2022 | 01/04/2023 | — | 0.30 | —0.00 | BuyBuy | Unknown | Dec 6, 2022 | — | Stock | Reviewnot modelled |
| 229 | SP | UNIONPACIFIC CORP.CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 230 | SP | WELLTOWER INC.CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 231 | ? | U.S.BANCORP CMN OCR: owner unreadable | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 232 | SP | BECTON,DICKINSON AND COMPANY CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 233 | SP | AMERICANTOWERCORPORATIONCMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 234 | SP | KEURIGDRPEPPERINCCMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 235 | SP | SENSATA TECHNOLOGIES HOLOING P CMN | — | P | 12/20/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Dec 20, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 236 | SP | ELANCOANIMAL HEALTHINCORPORACMN | — | P | 12/27/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Dec 27, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 237 | SP | ELEVANCEHEALTHINC CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 238 | SP | AUTodeSK,INC. CMn | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 239 | SP | BAXTERINTERNATIONALINC CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 240 | SP | (ELANCO ANIMAL HEALTH INCORPORA CMN | — | P | 12/07/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Dec 7, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 241 | SP | INTELCORPORATIONCMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 242 | SP | CHARTER COMMUNICATIONS,INC.CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 243 | ? | CADENCE DESIGN SYSTEMSINC CMN ELANCO ANIMAL HEALTHINCORPORACMN OCR: owner unreadable, type unclear, rows merged | — | — | 12/15/2022 | 01/04/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Unknown | Dec 15, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 244 | SP | ELANCOANIMALHEALTHINCORPORACMN OCR: date uncertain | — | P | 12/16/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Dec 16, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 245 | SP | EQUINIX,INC.REIT OCR: date uncertain | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 246 | SP | HENRYSCHEININCCOMMONSTOCK | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 247 | SP | AVALONBAYCOMMUNITIESINCCMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 248 | SP | TESLA. INC.CMN | — | P | 12/30/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Dec 30, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 249 | SP | COLGATE-PALMOLIVECOCMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 250 | SP | AMGENINC.CMN | — | P | 12/30/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 30, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 251 | SP | LIVE NATION ENTERTAINMENT INC CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 252 | SP | ZOETIS INC. CMN CLASS A | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 253 | SP | COMCAST CORPORATION CMN CLASS A VOTING | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 254 | SP | SERVICENOWINCCMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 255 | ? | WARNER BROS DISCOVERY INC CMN METAPLATFORMS INC-CLA5S A CMN CLASS A BIOMARIN PHARMACEUTICALINC.CMN OCR: owner unreadable, rows merged | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 256 | ? | AT&T INC.CMN SS&C TECHNOLOGIES HOLDINGS, IN CMN OCR: owner unreadable, type unclear, rows merged | — | — | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 257 | SP | SS&C TECHNOLOGIES HOLDINGS,IN CMN NORTHTEXTWYAUTHREVREVS%O1/01/40-CAJJ OCR: type unclear, rows merged | — | — | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 258 | SP | VERISIGN, INC. CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 259 | SP | ELANCOANIMALHEALTHINCORPORACMN | — | P | 12/30/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Dec 30, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 260 | SP | ANSYS, INC. CMN OCR: date uncertain | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 261 | SP | [COSTCO WHOLESALE CORPORATION CMN TYSON FOOOS INC CL-A CMN CLASS A OCR: amount unclear, rows merged | — | P | 12/06/2022 | 01/04/2023 | — | 0.30 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | — | Stock | Reviewnot modelled |
| 262 | — | EA OCR: date unreadable, low text confidence | — | S | — | — | $1,000,001 - $5,000,000 | 0.30 | EA0.98 | SellSell | Self | — | $1,000,001 - $5,000,000mid $3M | Stock | Reviewnot modelled |
| 263 | SP | LABORATORYCORPORATIONOFAMERCMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 264 | SP | ELANCOANIMAL HEALTHINCORPORACMN | — | P | 12/22/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Dec 22, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 265 | SP | VMWAAE,INC.CMNCLASSA | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 266 | SP | FREEPORT-MCMORANINCCMN | — | P | 12/30/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Dec 30, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 267 | SP | SENSATA TECHNOLOGIES HOLDING P CMN | — | P | 12/28/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Dec 28, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 268 | SP | FIDELITYNATLINFOSVCSINCCMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 269 | SP | UNIVERSALHEALTHSVCCLBCMNCLASSB | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 270 | SP | EXELIXIS, INC. CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 271 | SP | EQUETYRESIDENTIAL CMN HCAHEALTHCARE.INC CMN OCR: amount unclear, rows merged | — | P | 12/06/2022 | 01/04/2023 | — | 0.30 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | — | Stock | Reviewnot modelled |
| 272 | SP | ESTEE LAUDER COSINCCL-ACMN CLASSA ·FEDEX CORPORATIONCMN OCR: amount unclear, rows merged | — | P | 12/06/2022 | 01/04/2023 | — | 0.30 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | — | Unknown | Reviewnot modelled |
| 273 | SP | MOLINA HEALTHCARE, INC, CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 274 | SP | INEWMONT CORP CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 275 | SP | SYNOPSYS INC. CMN OCR: type unclear, date uncertain | — | — | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 276 | SP | HQVIAHOLDINGSINCCMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 277 | SP | ITYLER TECHNOLOGIES,INC.CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 278 | SP | CSXCORPORATION CMN 'CAMDEN PROPERTY TRUST CMN CENTENECORPORATIONCMN OCR: type unclear, rows merged | — | — | 12/06/2021 | 01/04/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Dec 6, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 279 | SP | INVITATIONHOMESINC.CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 280 | SP | PePSICO, INC. CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 281 | SP | UNITEDHEALTH GROUP INCORPORATE CMN | — | P | 12/30/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Dec 30, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 282 | SP | TAKE TWG INTERACTIVE SOFTWARE INC | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.87 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 283 | SP | VORNADO REALTYTRUST CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 284 | SP | MATCHGROUP,INC.CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 285 | SP | ELECTRONICARTSCMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 286 | SP | NEUROCRINE BIOSCIENCES.INC.CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 287 | SP | SEAGEN INC. CMN OCR: date uncertain | — | P | 12/06/2022 | — | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 288 | SP | AEXFORDINDLRLTYINCCMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 289 | SP | ESSEXPROPERTYTRUSTINCCMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.85 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 290 | SP | IKIMBERLY-CLARKCORPOAATIONCMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 291 | SP | IDOW INC.CMN OCR: date uncertain | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 292 | SP | UDRINCCMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 293 | SP | ENCOMPASS HEALTH CORPORATION CMN OCR: type unclear | — | — | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 294 | SP | IONIS PHARMACEUTICALS, INC. CMN | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 295 | ? | SPLUNK INC CMN OAACLE CORPORATION CMN CBRE GAOUP, INC. CMN CLASS A GUIDEWIRE SOFTWARE INC CMN OCR: owner unreadable, rows merged | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Unknown | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 296 | SP | GODADDY INC. CMN CLASS A | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 297 | SP | ALNYLAM PHARMACEUTICALS, INC. CMN PUT/XSP @368EXPD2/17/2023 OCR: rows merged | — | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.40 | —0.90 | BuyBuy | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 298 | SP | ALPHABET INC.CMN CLASS C | — | S | 12/05/2022 | 01/04/2023 | $15,001 - $50,000 | 0.92 | —0.00 | SellSell | Spouse | Dec 5, 2022 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 299 | SP | FEDEXCORPORATIONCMN | — | S | 12/21/2022 | 01/04/2023 | $15,001 - $50,000 | 0.93 | —0.00 | SellSell | Spouse | Dec 21, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 300 | SP | SALESFORCE INC CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 301 | SP | INEtFlIX, INC. CMN | — | S | 12/05/2022 | 01/04/2023 | $15,001 - $50,000 | 0.94 | —0.00 | SellSell | Spouse | Dec 5, 2022 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 302 | SP | VERTEX PHARMACEUTICALS INCORPO CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 303 | SP | MICROSOFTCORPORATIONCMN | — | S | 12/05/2022 | 01/04/2023 | $15,001 - $50,000 | 0.92 | —0.00 | SellSell | Spouse | Dec 5, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 304 | SP | ADOBEINCCMN | — | S | 12/05/2022 | 01/04/2023 | $15,001 - $50,000 | 0.93 | —0.00 | SellSell | Spouse | Dec 5, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 305 | SP | PROLOGIS INC CMN OCR: date uncertain | — | S (partial) | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.60 | —0.90 | PartialPartial sale | Spouse | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 306 | SP | MASTERCARD INCORPORATED CMN CLASS A OCR: date order | — | S | 12/05/2023 | 01/04/2023 | $15,001 - $50,000 | 0.60 | —0.90 | SellSell | Spouse | Dec 5, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 307 | SP | CROWN CASTLE INTL CORP CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.89 | —0.00 | PartialPartial sale | Spouse | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 308 | SP | SERVICENOWINCCMN | — | S | 12/05/2022 | 01/04/2023 | $15,001 - $50,000 | 0.93 | —0.00 | SellSell | Spouse | Dec 5, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 309 | ? | iVISAINC.CMNCLASSA DANAHERCORPORATIONCMN OCR: owner unreadable, amount unclear, date order, rows merged | — | S | 12/05/2023 | 01/04/2023 | — | 0.30 | —0.00 | SellSell | Unknown | Dec 5, 2023 | — | Unknown | Reviewnot modelled |
| 310 | SP | AT&T INC. CMN ARCHER-DANIELS-MIDLANDCOMPANYCMN OCR: amount unclear, date uncertain, rows merged | — | S | 12/09/2022 | — | — | 0.30 | —0.00 | SellSell | Spouse | Dec 9, 2022 | — | Stock | Reviewnot modelled |
| 311 | SP | SALESFORCEINCCMN | — | S | 12/05/2022 | 01/04/2023 | $15,001 - $50,000 | 0.90 | —0.00 | SellSell | Spouse | Dec 5, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 312 | SP | EUNITEDHEALTHGROUPINCOAPORATECMN | — | S | 12/05/2022 | 01/04/2023 | $15,001 - $50,000 | 0.91 | —0.00 | SellSell | Spouse | Dec 5, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 313 | SP | AUTODESK,INC.CMN | — | S | 12/05/2022 | 01/04/2023 | $15,001 - $50,000 | 0.91 | —0.90 | SellSell | Spouse | Dec 5, 2022 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 314 | SP | ILOWESCOMPANIESINCCMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.89 | —0.00 | PartialPartial sale | Spouse | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 315 | SP | ACCENTURE PLCCMNCLASSA OCR: date uncertain | — | S | 12/05/2022 | 01/04/2023 | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Spouse | Dec 5, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 316 | SP | ABBOTTLABORATORIESCMN | — | S | — | 01/04/2023 | $15,001 - $50,000 | 0.92 | —0.81 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 317 | SP | WESTINGHOUSEAIRBRAKETECHNOLCMN | — | S (partial) | 12/13/2022 | 01/04/2023 | $15,001 - $50,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Dec 13, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 318 | SP | AIRBNB, INC. CMN CLASS A OCR: date uncertain | — | S | 12/05/2022 | 01/04/2023 | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Spouse | Dec 5, 2022 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 319 | SP | THEAMOFISHERSCIENTIFICINCCMN | — | S | 12/05/2022 | 01/04/2023 | $15,001 - $50,000 | 0.93 | —0.00 | SellSell | Spouse | Dec 5, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 320 | SP | PNCFINANCIALSERVICESGROUP,CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 321 | SP | CENTENE CORPORATIONCMN | — | S | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.92 | —0.00 | SellSell | Spouse | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 322 | SP | ILLUMINA,INC CMN | — | S | 12/05/2022 | 01/04/2023 | $15,001 - $50,000 | 0.92 | —0.90 | SellSell | Spouse | Dec 5, 2022 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 323 | SP | GARTNER,INC.CMN | — | S | 12/05/2022 | 01/04/2023 | $15,001 - $50,000 | 0.92 | —0.90 | SellSell | Spouse | Dec 5, 2022 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 324 | SP | TRUISTFINANCIALCORPORATIONCMN OCR: date uncertain | — | S | 12/06/2022 | 01/04/2023 | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Spouse | Dec 6, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 325 | SP | PayPaL HOLoings, INC. Cmn | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 326 | SP | LENNARCORPORATIONCMNCLASSA | — | S (partial) | 12/27/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Dec 27, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 327 | SP | ZOETISINC.CMNCLASSA | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Dec 5, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 328 | SP | AT&TINC.CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 329 | SP | ECOLABINC.CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.89 | —0.00 | PartialPartial sale | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 330 | SP | AT&T INC. CMN | — | S | 12/12/2022 | 01/04/2023 | $1,001 - $15,000 | 0.88 | —0.90 | SellSell | Spouse | Dec 12, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 331 | SP | NIKECLASS-BCMNCLASSB | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Dec 5, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 332 | SP | FORTINET,INC.CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 333 | SP | BROADCOMINC.CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 334 | ? | AMERISOURCEBERGENCORPORATIONCMN LINCOLNNATL.CORP.INC.CMN OCR: owner unreadable, amount unclear, rows merged | — | S | 12/06/2022 | — | — | 0.30 | —0.00 | SellSell | Unknown | Dec 6, 2022 | — | Stock | Reviewnot modelled |
| 335 | SP | MERCADOLIBRE,INC.CMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 336 | SP | ALIGN TECHNOLOGY, INC CMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 337 | SP | ADVANCED MICRO DEVICES, INC. CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 338 | SP | INTLFLAVORS & FRAGRANCE CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 339 | SP | ALBEMARLE CORP CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 340 | SP | NXPSEMICONDUCTORSN.Y.CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 341 | SP | GLOBALPAYMENTSINC.CMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 342 | SP | INCYTECORPORATIONCMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 343 | SP | AMRESEARCHCORPORATIONCMN JACKHENRY&ASSOCINCCMN OCR: rows merged | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 344 | SP | VERIZON COMMUNICATIONS, INC. CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 345 | ? | DOCUSIGN, INC. CMN SIGNATURE BANK (NEW YORK) CMN OCR: owner unreadable, rows merged | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Unknown | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 346 | SP | ALIGN TECHNOLOGY,INC CMN OCR: date uncertain | — | S | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Spouse | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 347 | SP | MARVELITECHNOLOGY,INC.CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 348 | SP | ZSCALER, INC. CMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 349 | SP | VENTAS, INC. CMN | — | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 350 | SP | SNOWFLAKE INC. CMN CUASS A | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 351 | SP | BILL.COM HOLDINGS, INC. CMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 352 | SP | WAYFAIR INC.CMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 353 | SP | KILROY REALTY CORPORATION COMMON STOCK | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | KRC0.95 | SellSell | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 354 | SP | CROWDSTRIKEHOLDINGS,INC.CMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 355 | SP | RIVIANAUTOMOTIVEINCCMN | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 356 | SP | CHAAGEPOINTHOLDINGSINCCMN ELASTIC N.V. CMN ALTERYX,INC.CMN CLASS A OCR: rows merged | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 357 | SP | iHUBSPOT INC.CMN STIFELFINANCIAL CORP CMN OCR: amount unclear, rows merged | — | S | 12/06/2022 | 01/04/2023 | — | 0.30 | —0.00 | SellSell | Spouse | Dec 6, 2022 | — | Stock | Reviewnot modelled |
| 358 | SP | CLOUDFLARE,INC.CMNCLASSA | — | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Dec 6, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 359 | SP | MIAMI-DADE CNTY FLA SCH BRD COPS 5% 02/01/23-CA FA | — | P | 12/06/2022 | 01/04/2023 | $100,001 - $250,000 | 0.89 | —0.00 | BuyBuy | Spouse | Dec 6, 2022 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 360 | SP | PENNSYLVANIA ST GO 4.0000% 07/01/23 JI NORTHTEXTWYAUTHREVREV5%D1/O1/4D-CAJ! OCR: rows merged | — | P | 12/13/2022 | 01/04/2023 | $50,001 - $100,000 | 0.40 | —0.00 | BuyBuy | Spouse | Dec 13, 2022 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 361 | SP | CLATSOPCNTYORESCHDISTNOGO4%06/1S/23JD | — | P | — | 01/04/2023 | $50,001 - $100,000 | 0.90 | —0.00 | BuyBuy | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 362 | SP | IUNIVERSITYWISHOSPS&CLINICSREV5%04/01/23AO | — | P | 12/08/2022 | 01/04/2023 | $50,001 - $100,000 | 0.92 | —0.00 | BuyBuy | Spouse | Dec 8, 2022 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 363 | SP | THANOVER BORO PA GO 4% 10/O1/Z3 AO | — | P | 12/14/2022 | 01/04/2023 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Spouse | Dec 14, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 364 | SP | HIDALGOCNTYTEXREGLMOBILITYREV5%12/01/25JD | — | P | 12/13/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Dec 13, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 365 | SP | MONTGOMERY CNTY TEX GO 5% 03/01/23 MS | — | P | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Dec 5, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 366 | SP | ST CHARLES MO CTFS PARTN COPS 5.0000% 04/01/23-CAAO OCR: date uncertain | — | P | 12/14/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Dec 14, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 367 | SP | CARMAX,INC.CMN | — | P | 12/22/2022 | 01/04/2023 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Dec 22, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 368 | SP | FAUIST FINANCIALCORPORATIONCMN | — | P | 12/22/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 22, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 369 | SP | WELIS FARGO & CO (NEW)CMN IVFCORPCMN OCR: type unclear, amount unclear, date uncertain, rows merged | — | — | 12/15/2022 | — | — | 0.30 | —0.60 | UnknownUnknown | Spouse | Dec 15, 2022 | — | Stock | Reviewnot modelled |
| 370 | ? | PFIZER INC. CMN ILINDEPLCCMN OCR: owner unreadable, type unclear, rows merged | — | — | 12/27/2022 | 01/04/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Unknown | Dec 27, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 371 | SP | VFCORPCMN | — | S (partial) | 12/27/2022 | 01/04/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Dec 27, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 372 | SP | IVF CORP CMN | — | S | 12/22/2022 | 01/04/2023 | $1,001 - $15,000 | 0.86 | —0.00 | SellSell | Spouse | Dec 22, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 373 | SP | Ve coRP Cmn. OCR: low text confidence | — | S | 12/27/2022 | 01/04/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Spouse | Dec 27, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |