Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Feb 7, 2023
- Filing year
- 2023
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 290
- Parser version
- ocr_grid_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 3438
REVIEW OCR 17p, rotation [90]: 290 rows from 16 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 · 290
Left: OCR reading of the scan · Right: normalized
| Read from the scan by OCR · check the document | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | DC | AMAZON COM INC | — | P | 01/10/2023 | 02/02/2023 | $1,001 - $15,000 | 0.97 | AMZN0.95 | BuyBuy | Dependent | Jan 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | DC | DYNATRACE INC | — | S (partial) | 01/12/2023 | 02/02/2023 | $1,001 - $15,000 | 0.96 | DT0.95 | PartialPartial sale | Dependent | Jan 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | DC | CADENCE DESIGN SYSTEM | — | P | 01/20/2023 | 02/02/2023 | $1,001 - $15,000 | 0.97 | —0.88 | BuyBuy | Dependent | Jan 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 4 | DC | DYNATRACE INC | — | S (partial) | 01/27/2023 | 02/02/2023 | $1,001 - $15,000 | 0.96 | DT0.95 | PartialPartial sale | Dependent | Jan 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | DC | JHEDGEFUND SELECT:ELTASSOCIATESLLCCOMMITMENT | — | P | 01/01/2023 | 02/02/2023 | $500,001 - $1,000,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 1, 2023 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 6 | DC | PEPSICO, INC. CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 7 | DC | GENERALMOTORS COMPANY CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 8 | DC | KKR&CO.INC.CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 9 | DC | AMERICAN INTL GROUP,INC.CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 10 | DC | BANKOFAMERICACORPCMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 11 | DC | AMAZON.COMINC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 12 | DC | JALPHABET INC. CMN CLASS A | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 13 | DC | HUMANA INC. CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | DC | PFIZER INC.CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | DC | DANAHERCORPORATION CMN | — | P | 01/06/2023 | 03/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 16 | DC | CALL/NKE FLEXEURO PM 111EXP 01/06/2023 | — | P | 01/06/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 6, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 17 | DC | GE HEALTHCARE TECHNOLOGIES INC CMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 18 | ? | [APTIV PLCCMN OCR: owner unreadable | — | S (partial) | 01/06/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Jan 6, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 19 | ? | DCMARSH & MCLENNAN CO INC CMN OCR: owner unreadable | — | S (partial) | 01/04/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Jan 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 20 | DC | Humana inc. tmn OCR: low text confidence | — | S | 01/30/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Dependent | Jan 30, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 21 | ? | DCICOGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A OCR: owner unreadable | — | S | 01/30/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jan 30, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 22 | DC | DC_[WESTINGHOUSE AIR BRAKE TECHNOL CMN | — | S | 01/03/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Jan 3, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 23 | DC | MERCK & CO., INC. CMN | — | S (partial) | 01/03/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Dependent | Jan 3, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 24 | DC | Inv r Inc cMn | — | S (partial) | 01/18/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Dependent | Jan 18, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 25 | DC | ALPHaBet iNC. CMN ClaSS A | — | P | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 26 | DC | COSTCO WHOLESALE CORPORATION CMN | — | P | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 27 | DC | APPLE INC. CMN | — | P | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 28 | DC | Pfizer inc. CMN | — | P | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.91 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 29 | DC | MC DONALDS CORP CMN | — | P | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 30 | DC | AMAZONLCOM INC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 31 | DC | MERCK & CO., INC. CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 32 | DC | SALESFORCE INC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 33 | DC | MEDTRONIC PUBLIC LIMITED COMPA CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 34 | DC | WALT DISNEY COMPANY (THE) CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | THE0.95 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 35 | DC | VERIZON COMMUNICATIONS, INC. CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | DC | INTEL CORPORATION CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 37 | DC | MCKESSON CORPORATION CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 38 | ? | MICAON TECHNOLOGY, INC. CMN OCR: owner unreadable | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 39 | DC | CITIGROUP INC.CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | DC | ADOBE INC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 41 | DC | TYSON FOODS INC CL-A CMN CLASS A | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 42 | — | Aaet Nem 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 |
| 43 | DC | UNITEDHEALTH GROUP INCORPORATE CMN | — | P | 01/20/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Dependent | Jan 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 44 | DC | BERKSHIRE HATHAWAY INC. CLASS B OCR: low text confidence | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | BRK-B0.92 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 45 | DC | CROWN CASTLE INTL CORP CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 46 | DC | LABORATORY CORPORATION OF AMER CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 47 | DC | Pfizer Inc. CMn | — | P | 01/05/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jan 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 48 | DC | TARGET CORPORATION CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 49 | DC | FORO MOTORCOMPANY CMN | — | P | 01/20/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 20, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 50 | ? | MOLINA HEXITHCARE,INC. CMN OCR: owner unreadable | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 51 | DC | VERTEX PHARMACEUTICALS INCORPO CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 52 | DC | CMEGROUP INC.CMN CLASS A | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 53 | DC | CHEMEDCOAPCMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 54 | DC | BAXTER INTERNATIONALINC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 55 | DC | COSTCO WHOLESALE CORPORATION CMN | — | P | 01/05/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Dependent | Jan 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 56 | DC | UNIVERSALHEALTH SVC CL B CMN CLASSD | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 57 | DC | U.S.BANCORP CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 58 | DC | AMEDISYS, INC. CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 59 | ? | WALT DISNEY COMPANY (THE) CMN OCR: owner unreadable | — | P | 01/20/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | THE0.95 | BuyBuy | Unknown | Jan 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 60 | DC | SERVICENOW INC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 61 | DC | [WELLTOWER INC. CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 62 | ? | ADOBE INC CMN OCR: owner unreadable, date uncertain | — | P | 01/05/2023 | — | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jan 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 63 | DC | AMERISOURCEBERGENCORPORATIONCMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 64 | DC | VEEVA SYSTEMS INC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 65 | DC | GE HEALTHCARE TECHNOLOGIES INC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 66 | ? | GENERAL MOTORS COMPANY CMN OCR: owner unreadable | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 67 | ? | TELADOCHEALTHINCCMN OCR: owner unreadable | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 68 | ? | LUCIDGROUPINCCMN OCR: owner unreadable | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 69 | DC | HCA HEALTHCARE,INC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 70 | ? | SHERWIN·WILIIAMS CO CMN OCR: owner unreadable | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 71 | DC | AMERICANTOWER CORPOAATIONCMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 72 | DC | [(MARVELL TECHNOLOgY, INC. CMn | — | P | 01/05/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Dependent | Jan 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 73 | DC | UNITEDHEALTHGROUPINCORPORATECMN | — | S (partial) | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | PartialPartial sale | Dependent | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 74 | DC | BRISTOL-MYERSSQUIBBCOMPANYCMN | — | S | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | SellSell | Dependent | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 75 | ? | MICROSQFTCORPQRATIONCMN OCR: owner unreadable | — | S (partial) | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 76 | DC | ELEVANCE HEALTH INC CMN | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 77 | DC | ACCENTUREPLCCMN CLASSA | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.87 | —0.00 | PartialPartial sale | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 78 | DC | CVS HEALTH CORP CMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | —0.90 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 79 | DC | IMETA PLATFORMS INC-CLASS A CMN CLASS A | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 80 | ? | ACTVISION BLIZZARD, INC CMN OCR: owner unreadable | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 81 | ? | TESLA,INC.CMN OCR: owner unreadable | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 82 | DC | DOUGLASVILLE-DOUGLAS CNTY GA REV S% 06/01/23 ID | — | S | 01/03/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Jan 3, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 83 | DC | UNIVERSITY TEX PERM UNIV FD REV 5.2S00% 07/01/23 J! | — | S | 01/03/2023 | — | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Jan 3, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 84 | DC | ALTRIA GROUP, INC. CMN | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 85 | DC | CENTENE CORPORATIONCMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 86 | ? | ADVANCED MICRO DEVICES, INC. CMN OCR: owner unreadable | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 87 | DC | LIBERTY BAOADBAND CORPORATIONCMN CEASSA | — | S | 01/18/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Jan 18, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 88 | DC | ALLSTATE CORPORATION COMMONSTOCK | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 89 | DC | WELLSFARGO&CO(NEW)CMN | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.60 | PartialPartial sale | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 90 | ? | ALITOZONE.INC. CMN OCR: owner unreadable | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 91 | DC | AFLACINCORPORATED CMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 92 | DC | KROGER COMPANY CMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 93 | DC | FORDMOTORCOMPANYCMN | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 94 | ? | QUALCOMM INC CMN OCR: owner unreadable | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 95 | DC | [ARCH CAPITAL GROUP LID. CMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 96 | DC | SYSCQCORPORATION CMN | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 97 | ? | ICARDINAL.HEALTH,INC.CMN OCR: owner unreadable | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 98 | DC | MATCH GROUP,INC.CMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 99 | DC | IAC inC CMn OCR: low text confidence | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 100 | DC | M&T BANK CORPORATION CMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 101 | ? | ARISTANETWORKS,INC.CMN OCR: owner unreadable | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 102 | DC | LIBERTYMEDIACORPORATIONSERIESCLIBERTYSIRIUSXM | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 103 | DC | KEURIG DR PEPPER INCCMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 104 | DC | VORNADOREALTYTRUSTCMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 105 | ? | CHARTER COMMUNICATIONS, INC.CMN OCR: owner unreadable | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 106 | DC | GENUINE PARTS CO. CMN | — | S | — | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 107 | DC | SNAP INC. CMN CLASS A | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 108 | DC | CLOROX CO (THE) (DELAWARE) CMN | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | THE0.95 | PartialPartial sale | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 109 | ? | IROKU, INC. CMN OCR: owner unreadable | — | S | — | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 110 | DC | HORMELFOODS CORPORATION CMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 111 | ? | QUANTUMSCAPE CORP CMN OCR: owner unreadable | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 112 | DC | REPUBLIC SERVICESINCCMN | — | S | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 113 | DC | DCJENPHASE ENERGY, INC. CMN | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 114 | SP | SPGRAND IS N Y CENT SCH DIST GO 4% 12/01/2B-CA JD | — | P | 01/03/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jan 3, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 115 | SP | UNITEDHEALTH GROUPINCORPORATE CMN OCR: amount unclear | — | P | 01/09/2023 | 02/02/2023 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | — | Stock | Reviewnot modelled |
| 116 | SP | SALESFORCEINCCMN | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 117 | SP | AMGEN INC. CMN | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 118 | SP | INTUITINC CMN | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 119 | SP | COCA-COLA COMPANY (THE) CMN | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.90 | THE0.95 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 120 | SP | WALT DISNEY COMPANY (THE) CMN OCR: date uncertain | — | P | 01/09/2023 | — | $15,001 - $50,000 | 0.60 | THE0.95 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 121 | SP | ALPHABETINC.CMN CLASSA | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 122 | SP | CIGNA CORP CMN | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 123 | SP | CEMFTENE CORPORATION CMN | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 124 | SP | CROWN CASTLE iNTL CORP CMN | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 125 | SP | PROLOGISINCCMN | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 126 | SP | ENERGY NORTHWESTWASH ELECHEVREVSXOT/OIV23J | — | P | 01/06/2023 | 02/02/2023 | $15,001 - $50,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 6, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 127 | SP | ANALOGDEVICES.INC.CMN | — | P | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 128 | SP | VERTEXPHARMACEUTICALSINCORPO CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 129 | SP | PFiZER INC. CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 130 | SP | U.S. BANCORP CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 131 | ? | SENSATA TECHNOLOGIES HOLDING P CMN OCR: owner unreadable | — | P | 01/03/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jan 3, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 132 | SP | ZOETIS INC, CMN CLASS A | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 133 | SP | TRUIST FINANCIAL CORPOAATONCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 134 | SP | BOOKING HOLDINGS INC.CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 135 | SP | THEAMOFISHERSCIENTIFICINCCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 136 | SP | CITIGROUPINC.CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 137 | SP | BERKSHIREHATHAWAYINC.CLASSB | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 138 | SP | ELANCO ANIMALHEALTHINCORPORACMN | — | P | 01/05/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 5, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 139 | SP | iTeSLa, InC. Cmn | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 140 | SP | ELANCOANIMAL HEALTHINCORPORACMN | — | P | 01/10/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Jan 10, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 141 | SP | DOW INC CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 142 | SP | METTLER-TOLEDOINTLCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 143 | SP | FREEPORT-MCMOAAN INC CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 144 | SP | FIDELITY NATL INFO SVCS INC CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 145 | SP | WESTERNDIGITAL CORPORATIONCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 146 | SP | IQVIA HOLDINGS INCCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 147 | SP | MARVELLTECHNOLOGY,INC.CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 148 | SP | MICROSOFTCORPORATIONCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 149 | SP | FEDEXCORPORATIONCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 150 | SP | ALEXANDRIA REAL ESTATE EQUITIES,INC. | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | ARE0.95 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 151 | SP | NVIDIACOAPORATIONCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 152 | SP | MEACAOOLIBRE.INC.CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 153 | SP | GLOBAL PAYMENTS INC. CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 154 | SP | JPMORGANCHASE&COCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 155 | SP | KLA CORP CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 156 | SP | LYONDELLBASELLINDUSTRIESN.V.CMNCLASSA | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 157 | SP | MEDTAONIC PUBLIC LIMITED COMPACMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 158 | SP | MONOLITHICPOWERSYSTEMS,INC.CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 159 | SP | FORTINET, INC. CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 160 | SP | ALBEMARLE CORP CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 161 | SP | APPLIEDMATERIALSINCCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 162 | SP | PPGINDUSTRIES,INC.CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 163 | SP | ATLASSIAN CORPCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 164 | SP | PAYCOM SOFTWARE, INC. CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 165 | SP | ZIONS BANCORP CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 166 | SP | DOCUSIGN, INC.CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 167 | SP | MSO INC. CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 168 | SP | INCYTECORPORATIONCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 169 | SP | ADVANCED MICRO DEVICES,INC. CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 170 | SP | WESTPHARMACEUTICAL SEAVICESINC | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 171 | SP | SHERWIN-WILLIAMS CO CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 172 | SP | SIGNATURE BANK (NEWYORK) CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 173 | SP | BOSTONPROPERTIES,INC.COMMONSTOCK | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 174 | SP | (MICROCHIP TECHNOLOGY INCORPORA, CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.87 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 175 | SP | M&TBANKCORPORATIONCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 176 | SP | EASTMAN CHEMICAL COMPANY CMN | — | P | 01/09/2023 | — | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 177 | SP | WESTROCKCOMPANYCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 178 | SP | ARCHER-DANIELS-MIDLAND COMPANY CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 179 | SP | ICHARTER COMMUNICATIONS, INC. CMN | — | P | 01/09/2023 | 02/01/2023 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 180 | SP | KILROYREALTYCORPORATIONCOMMONSTOCX | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 181 | SP | EPAM SYSTEMS, INC CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 182 | SP | CERIDIAN HCM HOLDING INC. CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 183 | SP | TRIMBLE INC CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 184 | SP | ACCENTUAEPLCCMN CIASSA | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 185 | SP | DATADOG, INC. CMN CLASS A | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 186 | SP | SVB FINANCIAL GROUP CMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 187 | SP | CAESARSENTERTAINMENT NCCMN | — | P | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 188 | SP | pUT/XSP @ 354 EXP 03/17/2023 | — | S | 01/05/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Jan 5, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 189 | SP | IpUT/XSp @ 360 ExP 04/21/2023 | — | S | 01/20/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Jan 20, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 190 | SP | PUT/XSP @ 370 EXP 03/31/2023 | — | S | 01/17/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Jan 17, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 191 | SP | PUT/XSP @ 975 EXP 03/03/2023 | — | S | 01/12/2023 | 02/02/2023 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Jan 12, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 192 | SP | Put/XSp @366EXP03/17/2023 | — | S | 01/17/2023 | 02/02/2023 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Jan 17, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 193 | SP | ELI LILLY & CO CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $50,001 - $100,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Jan 9, 2023 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 194 | SP | APPLE INC. CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $50,001 - $100,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Jan 9, 2023 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 195 | SP | BANK OFAMERICACORPCMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $50,001 - $100,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 196 | SP | CVS HEALTH CORP CMN | — | S | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.91 | —0.90 | SellSell | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 197 | SP | MOHAWKINDUSTRIESINCCOMMONSTOCK | — | S (partial) | 01/31/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Jan 31, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 198 | SP | SERVICENOWINCCMN | — | S | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 199 | SP | UNDE PLC CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 200 | SP | DUPONTDE NEMOURSINC CMN | — | S (partial) | 01/03/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Jan 3, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 201 | SP | MERCK&CO..INC.CMN | — | S (partial) | 01/06/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 202 | SP | DANAHER CORPORATION CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.90 | PartialPartial sale | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 203 | SP | AUTOMATICDATAPROCESSINGINC CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 204 | SP | REGENERON PHARMACEUTICALINCCMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 205 | SP | CHEROKEECNTYGASCHSY5GO5%02/01/23FA | — | S | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | SellSell | Spouse | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 206 | SP | WYLIE. TEX INDPT SCH DIST GO 5% 02/1S/23 FA | — | S | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | SellSell | Spouse | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 207 | SP | GENERALMOTORS COMPANYCMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 208 | SP | STAMFORD CONN WTR POLLUTION REV 4% 04/01/23 AO | — | S | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.93 | —0.00 | SellSell | Spouse | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 209 | SP | OHIO ST GO 3% 03/01/Z3 MS | — | S | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.91 | —0.00 | SellSell | Spouse | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 210 | SP | WESTINGHOUSE AIR BAAKE TECHNOL CMN | — | S (partial) | 01/04/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 4, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 211 | SP | WASHINGTON CNTYTENN GO.4%06/01/23JD | — | S | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | SellSell | Spouse | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 212 | SP | WESTINGHOUSEAIR BRAKETECHNOLCMN | — | S (partial) | 01/06/2023 | 02/02/2023 | $15,001 - $50,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Jan 6, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 213 | SP | MERCK & CO., INC. CMN | — | S (partial) | 01/03/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.90 | PartialPartial sale | Spouse | Jan 3, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 214 | SP | COSTCOWHOLESALE CORPORATION CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 215 | SP | IMETA PLATFORMS INC-CLASS A CMN CLASS A | — | S (partial) | 01/09/2023 | 02/02/2023 | $15,001 - $50,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 216 | SP | GALVESTONCNTYTEXGOS%D2/01/23FA | — | S | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.92 | —0.00 | SellSell | Spouse | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 217 | SP | WESTVAPXWYSAUTHTPXTOLLREV5X06/01/23JD | — | S | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.91 | —0.00 | SellSell | Spouse | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 218 | SP | CUARKCNTYNEVSCHDISTGO5%06/15/23JD | — | S | 01/11/2023 | 02/02/2023 | $15,001 - $50,000 | 0.91 | —0.00 | SellSell | Spouse | Jan 11, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 219 | SP | ENERGYNORTHWESTWASHELECREVREVS%07/OV/23JI | — | S | — | 02/02/2023 | $15,001 - $50,000 | 0.91 | —0.00 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 220 | ? | MICRONTECHNOLOGY,INC.CMN OCR: owner unreadable | — | S | 01/30/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jan 30, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 221 | — | wAoetNan 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 |
| 222 | SP | REPUBLICSERVICESINC CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 223 | SP | CONSTELLATION BRANDSINCCMNCLASSA | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 224 | SP | MERCK & CO., INC. CMN | — | S (partial) | 01/05/2023 | 02/02/2023 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Jan 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 225 | SP | MARYLANDSTATEDEPARTMENTREV5.0000%C9/01/23MS | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 226 | SP | UNUM GROUP CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 227 | SP | N J ECONOMIC DEV AUTH REV 5% 03/01/30 MS | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 228 | SP | AIKEN CNTY S CCONS SCHDIST GOS%D3/01/23MS | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 229 | SP | FORTBENDTEXiNDPTSCHDISTGO4%08/15/23FA | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 230 | SP | CLARK CNTY NEV WTR RECLAMATION DB 5.0000% 07/01/Z3 JJ | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 231 | SP | AMAZON.COM INC CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 232 | SP | WESTINGHOUSEAIRBRAKETECHNOLCMN | — | S | 01/03/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Jan 3, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 233 | SP | PUBUC STORAGE CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 234 | SP | NXPSEMICONDUCTOASN.V.CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 235 | SP | EXTRA SPACE STORAGE INC.CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 236 | SP | AUTODESK, INC. CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | —0.90 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 237 | ? | CAOENCE DESIGN SYSTEMS INCCMN OCR: owner unreadable | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 238 | SP | MOLINA HEALTHCARE, INC. CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 239 | SP | BIOGEN INC. CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 240 | SP | EQUINIX, INC, REIT | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 241 | SP | BAXTER INTERNATIONAL INC CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 242 | SP | FASTENALCOMPANYCMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 243 | SP | MORGANSTANLEYCMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 244 | SP | MICRON TECHNOLOGY,INC. CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 245 | SP | INTELCORPORATION CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 246 | SP | MEMPHISTENNGO5%05/01/23MN | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 247 | SP | WISCONSINSTGENFDANNUALREV5%0S/O1/23MN | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 248 | SP | UVENATIONENTERTAINMENTINCCMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 249 | SP | MESAARIZUTILSYSREVREV4.0000%07/01/2331 | — | S (partial) | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 250 | SP | ANSYS,INC.CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 251 | SP | PALO ALTO NETWORKS INC. CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 252 | SP | GENUINE PARTS CO.CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 253 | SP | CFNDUSTRIESHOLOINGS,INC.CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 254 | SP | IVORNADOREALTYTRUSTCMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 255 | SP | ENPHASE ENERGY,INC.CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.90 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 256 | SP | SYNOPSYSINC.CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 257 | SP | ITYLERTECHNOLOGIES,INC.CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 258 | SP | ICORTEVA,INC.CMN | — | S (partial) | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 259 | SP | W.W.GRAINGERINCCMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 260 | SP | JNVITATIONHOMESINC.CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.87 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 261 | SP | MATCH GROUP,INC.CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 262 | — | Rot Aiwt Wiama OCR: date unreadable, low text confidence | — | S | — | — | $500,001 - $1,000,000 | 0.30 | —0.00 | SellSell | Self | — | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 263 | SP | TAKETWOINTERACTIVESOFTWAREINC | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 264 | SP | REGIONS FINANCIAL CORPORATION CMN | — | S (partial) | 01/19/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Jan 19, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 265 | SP | NEXSTAR MEDIA GROUP INC CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 266 | SP | udr Inc Cmn | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 267 | SP | ADVANCED DAAIN SYS INC CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 268 | SP | WATERSCORPORATION COMMONSTOCK | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 269 | SP | AIRBNB,INC.CMNCLASSA | — | S | 01/09/2023 | 07/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 270 | SP | BROWNFORMANCORPCLBCMNCLASSB OCR: amount unclear | — | S | 01/09/2023 | 02/02/2023 | — | 0.30 | —0.00 | SellSell | Spouse | Jan 9, 2023 | — | Unknown | Reviewnot modelled |
| 271 | SP | [SPLUNK INC CMN | — | S | 01/09/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Jan 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 272 | SP | U.S.TREASURYBILLDUE02/D9/2023 | — | P | 01/17/2023 | 02/02/2023 | $100,001 - $250,000 | 0.89 | —0.00 | BuyBuy | Spouse | Jan 17, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 273 | SP | U.S.TREASURYBILLDUE02/28/2023 OCR: amount unclear | — | P | 01/17/2023 | 02/02/2023 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jan 17, 2023 | — | Unknown | Reviewnot modelled |
| 274 | SP | WASHOECNTYNEV SCHDIST DB5%10/01/23AO | — | P | 01/05/2023 | 02/02/2023 | $50,001 - $100,000 | 0.82 | —0.00 | BuyBuy | Spouse | Jan 5, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 275 | SP | BERGENCNTYNJGO4%12/01/26JD | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 276 | SP | AUSTINTEXWTR&WASTEWATERREV5%11/15/23MN OCR: type unclear | — | — | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 277 | SP | PEPSICO,INC.CMN OCR: amount unclear | — | P | 01/11/2023 | 02/02/2023 | — | 0.30 | —0.90 | BuyBuy | Spouse | Jan 11, 2023 | — | Stock | Reviewnot modelled |
| 278 | SP | GENEAAL MOTORSCOMPANY CMN OCR: amount unclear | — | P | 01/11/2023 | 02/02/2023 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jan 11, 2023 | — | Stock | Reviewnot modelled |
| 279 | SP | KKR & CO.INC. CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 280 | SP | IAMERICANINTL GROUE, INC, CMN OCR: date order, low text confidence | — | P | 01/11/2023 | 01/02/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 281 | SP | IBANK OF AMERICA CORP CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 282 | SP | AIPHABET INC. CMN CLASS A | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 283 | SP | AMAZON.COM INC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 284 | SP | HUMANA INC. CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 285 | SP | (PfIzEr InC. CMn | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 286 | SP | WALT DISNEY COMPANY (THE) CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | THE0.95 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 287 | SP | WASTE MANAGEMENT INC CMN | — | P | 01/11/2023 | 02/02/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Jan 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 288 | SP | MAASH & MCLENNAN CO INC CMN | — | S (partial) | 01/04/2023 | 02/02/2023 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Jan 4, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 289 | SP | LINDEPLCCMN OCR: amount unclear | — | S (partial) | 01/13/2023 | 02/02/2023 | — | 0.30 | —0.00 | PartialPartial sale | Spouse | Jan 13, 2023 | — | Unknown | Reviewnot modelled |
| 290 | DC | DCHEDGE FUND SELECT: ELT ASSOCIATES LLC COMMITMENT | — | P | 01/01/2023 | 02/02/2023 | $1,000,001 - $5,000,000 | 0.91 | —0.00 | BuyBuy | Dependent | Jan 1, 2023 | $1,000,001 - $5,000,000mid $3M | Mutual fund | not modelled |