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8219444ParsedOCR

DRo Khanna · House · ptr · filed Apr 7, 2023

Official filing metadata

Filer (as printed)
Hon. Rohit Khanna
Office (as printed)
CA17
Chamber
House
Filing type
ptr
Filing date
Apr 7, 2023
Filing year
2023
Document format
pdf_image

Processing (ours)

Status
Parsed
Rows parsed
391
Parser version
ocr_grid_v1
Fetched
Sep 9, 2026
Parsed
Sep 14, 2026
Internal id
3440

REVIEW OCR 23p, rotation [90]: 391 rows from 22 data pages

Reading this page

This filing is a scanned image. The left half of each row below is our OCR reading of it: text read from the page and the box marked in each column. Each row carries a confidence and, where the reading may be wrong, the reason. Check the official document before relying on a row. The right half is our normalized interpretation.

When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.

Rows · 391

Left: OCR reading of the scan · Right: normalized
Raw filing rows beside their normalized interpretation
Read from the scan by OCR · check the documentNormalized · our interpretation
#OwnerAssetTickerTypeTx dateNotifiedAmountConf.TickerTypeOwnerTx dateAmountClassFlags
1DCGARTNER INC—P03/06/202304/04/2023$1,001 - $15,0000.96IT0.95BuyBuyDependentMar 6, 2023$1,001 - $15,000mid $8KStockmodelled
2DCALPHABET INC CL A—S (partial)03/06/202304/04/2023$1,001 - $15,0000.96—0.90PartialPartial saleDependentMar 6, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
3DCWELLS FARGO & CO 3.90000% PREFERRED STOCK—P03/06/202304/04/2023$100,001 - $250,0000.96—0.00BuyBuyDependentMar 6, 2023$100,001 - $250,000mid $175KUnknownReviewnot modelled
4DCGARTNER iNC—P03/22/202304/04/2023$1,001 - $15,0000.95IT0.95BuyBuyDependentMar 22, 2023$1,001 - $15,000mid $8KStockmodelled
5DCBLOCK INC CL A—P03/22/202304/04/2023$1,001 - $15,0000.95—0.90BuyBuyDependentMar 22, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
6DCAMERICAN TOWER CORP—P03/24/202304/04/2023$1,001 - $15,0000.95AMT0.95BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStockmodelled
7DCFORTIVE CORP—P03/30/202304/04/2023$1,001 - $15,0000.96FTV0.95BuyBuyDependentMar 30, 2023$1,001 - $15,000mid $8KStockmodelled
8?CADENCE DESIGN SYSTEM
OCR: owner unreadable
—S (partial)03/30/202304/03/2023$1,001 - $15,0000.60—0.88PartialPartial saleUnknownMar 30, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
9DCALLSTATE CORPORATION COMMON STOCK—P03/07/202304/03/2023$1,001 - $15,0000.91ALL0.95BuyBuyDependentMar 7, 2023$1,001 - $15,000mid $8KStockmodelled
10DCJPMORGAN CHASE & CO CMN—P03/03/202304/03/2023$1,001 - $15,0000.91—0.90BuyBuyDependentMar 3, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
11?NEXTERA ENERGY, INC. CMN
OCR: owner unreadable
—P03/03/202304/03/2023$1,001 - $15,0000.60—0.90BuyBuyUnknownMar 3, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
12DCWELLSFARGO & CO (NEW) CMN—P03/15/202304/03/2023$1,001 - $15,0000.91—0.60BuyBuyDependentMar 15, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
13DCTRUIST FINANCIAL CORPOAATION CMN—P03/15/202304/03/2023$1,001 - $15,0000.91—0.90BuyBuyDependentMar 15, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
14DCREGAL REXNORD COAP CMN—P03/23/202304/03/2023$1,001 - $15,0000.91—0.90BuyBuyDependentMar 23, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
15DCAMERICAN INTL GAOUP, INC. CMN—P03/16/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuyDependentMar 16, 2023$1,001 - $15,000mid $8KStocknot modelled
16?LEAR CORPORATION CMN
OCR: owner unreadable
—P03/10/202304/03/2023$1,001 - $15,0000.60—0.90BuyBuyUnknownMar 10, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
17DCIREGAL REXNORD CORP CMN—P03/10/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuyDependentMar 10, 2023$1,001 - $15,000mid $8KStocknot modelled
18DCiFIRST REPUBLIC BANK CMN—P03/09/202304/03/2023$1,001 - $15,0000.90—0.00BuyBuyDependentMar 9, 2023$1,001 - $15,000mid $8KStocknot modelled
19DCIREGAL REXNORD CORP CMN FIRST REPUBLIC BANK CMN
OCR: amount unclear, rows merged
—P03/08/202304/03/2023—0.30—0.00BuyBuyDependentMar 8, 2023—StockReviewnot modelled
20DCREGALREXNORD COAP CMN—P03/13/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuyDependentMar 13, 2023$1,001 - $15,000mid $8KStocknot modelled
21DCLEARCORPORATIONCMN—P03/13/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuyDependentMar 13, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
22DCNIKE CLASS-B CMN CLASS B—P03/03/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuyDependentMar 3, 2023$1,001 - $15,000mid $8KStocknot modelled
23DCIRUIST FINANCIAL CORPORATION CMN—P03/09/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuyDependentMar 9, 2023$1,001 - $15,000mid $8KStocknot modelled
24DCCALL/NVDA FLEX EURO PM 192.5 EXP 03/03/2023—P03/03/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 3, 2023$1,001 - $15,000mid $8KOptionnot modelled
25DCIPEPSICO, FNC. CMN—S (partial)03/15/202304/03/2023$1,001 - $15,0000.91—0.00PartialPartial saleDependentMar 15, 2023$1,001 - $15,000mid $8KStocknot modelled
26?FIRST REPUBLIC BANK CMN
OCR: owner unreadable
—S (partial)03/15/202304/03/2023$1,001 - $15,0000.60—0.90PartialPartial saleUnknownMar 15, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
27DCDC, IBOOKING HOLDINGS INC. CMN—S (partial)03/03/202304/03/2023$1,001 - $15,0000.92—0.00PartialPartial saleDependentMar 3, 2023$1,001 - $15,000mid $8KStocknot modelled
28DCAPTIV PLC CMN—S (partial)03/03/202304/03/2023$1,001 - $15,0000.93—0.90PartialPartial saleDependentMar 3, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
29DCBOOKING HOLDINGS INC.CMN—S (partial)03/06/202304/03/2023$1,001 - $15,0000.92—0.90PartialPartial saleDependentMar 6, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
30DCTEXAS INSTRUMENTS INC. CMN—S (partial)03/16/202304/03/2023$1,001 - $15,0000.93—0.90PartialPartial saleDependentMar 16, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
31DCALPHABET INC. CMN CLASS A—S (partial)03/16/202304/03/2023$1,001 - $15,0000.93—0.00PartialPartial saleDependentMar 16, 2023$1,001 - $15,000mid $8KStocknot modelled
32DCMICROSOFTCORPORATIONCMN—S (partial)03/16/202304/03/2023$1,001 - $15,0000.91—0.00PartialPartial saleDependentMar 16, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
33?OLD DOMINION FREIGHT LINE,INC CMN
OCR: owner unreadable
—S (partial)03/03/202304/03/2023$1,001 - $15,0000.60—0.90PartialPartial saleUnknownMar 3, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
34DCBOOKING HOLDINGS INC.CMN—S (partial)03/03/202304/03/2023$1,001 - $15,0000.93—0.90PartialPartial saleDependentMar 3, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
35DCBOOKING HOLDINGS INC. CMN—S03/07/202304/03/2023$1,001 - $15,0000.92—0.90SellSellDependentMar 7, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
36DCMICROSOFT CORPORATIONCMN—S (partial)03/03/202304/03/2023$1,001 - $15,0000.92—0.00PartialPartial saleDependentMar 3, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
37DCIMICRONTECHNOLOGY,INC.CMN—P03/02/202304/03/2023$1,001 - $15,0000.94—0.00BuyBuyDependentMar 2, 2023$1,001 - $15,000mid $8KStocknot modelled
38DCBANK OF AMERICA COAP CMN—P03/13/202304/03/2023$1,001 - $15,0000.91—0.90BuyBuyDependentMar 13, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
39DCPEPSICO,INC.CMN—S (partial)03/15/202304/03/2023$1,001 - $15,0000.92—0.90PartialPartial saleDependentMar 15, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
40DCBOOKING HOLDINGS INC. CMN—S (partial)03/03/202304/03/2023$1,001 - $15,0000.91—0.90PartialPartial saleDependentMar 3, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
41DCDC BOOKING HOLOINGS INC. CMN—S03/07/202304/03/2023$1,001 - $15,0000.93—0.00SellSellDependentMar 7, 2023$1,001 - $15,000mid $8KStocknot modelled
42?JOHNSON&JOHNSONCMN
OCR: owner unreadable
—P03/24/202304/03/2023$15,001 - $50,0000.60—0.00BuyBuyUnknownMar 24, 2023$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
43DCMICROSOFT CORPOAATIONCMN—P03/24/202304/03/2023$15,001 - $50,0000.91—0.00BuyBuyDependentMar 24, 2023$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
44DCACCENTUREPLCCMNCLASSA—P03/24/202304/03/2023$15,001 - $50,0000.92—0.00BuyBuyDependentMar 24, 2023$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
45DCBERKSHIRE HATHAWAY INC.CLASS B—P03/24/202304/03/2023$15,001 - $50,0000.91BRK-B0.92BuyBuyDependentMar 24, 2023$15,001 - $50,000mid $32.5KStockmodelled
46DCDC_iAMAZON.COM INC CMN—P03/24/202304/03/2023$15,001 - $50,0000.92—0.00BuyBuyDependentMar 24, 2023$15,001 - $50,000mid $32.5KStocknot modelled
47DCMERCK&CO.,INC.CMN—P03/24/202304/03/2023$15,001 - $50,0000.91—0.00BuyBuyDependentMar 24, 2023$15,001 - $50,000mid $32.5KStocknot modelled
48?PAUDENTIAL FINANCIAL INC CMN
OCR: owner unreadable
—P03/24/202304/03/2023$15,001 - $50,0000.60—0.00BuyBuyUnknownMar 24, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
49?[UNION PACIFIC CORP. CMN
OCR: owner unreadable
—P03/24/202304/03/2023$15,001 - $50,0000.60—0.90BuyBuyUnknownMar 24, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
50DCCROWN CASTLE INTL CORP CMN—P03/24/202304/03/2023$1,001 - $15,0000.94—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
51DCJELEVANCE HEALTH INC CMN—P03/24/202304/03/2023$1,001 - $15,0000.94—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
52DCMC DONALDS CORPCMN—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
53DCItesla, Inc. Cmn—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
54DCCITIGROUPINC.CMN—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
55DC1LAKECNTYOHIOCMNTYCOLLEGEREV5%10/O1/23AO—P03/01/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 1, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
56DCABBOTT LABORATORIES CMN—P03/24/202304/03/2023$1,001 - $15,0000.91—0.90BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
57DCIFLORIDA ST TPKAUTH TPK AEV REV S%07/O1/23 JJ—P03/03/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuyDependentMar 3, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
58DCDC |TRUIST FINANCIAL CORPOAATION CMN—P03/24/202304/03/2023$1,001 - $15,0000.94—0.90BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
59?CENTENE CORPORATION CMN
OCR: owner unreadable
—P03/24/202304/03/2023$1,001 - $15,0000.60—0.90BuyBuyUnknownMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
60DCU.S.BANCORP CMN—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
61DCEQUINIX, INC. REIT.—P03/24/202304/03/2023$1,001 - $15,0000.94—0.90BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
62DCDC TEQUITY RESIDENTIAL CMN—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
63DCDC[IPMORGAN CHASE & CO CMN—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
64DCDC._!MEDTRONIC PUBLIC LIMITED COMPA CMN—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
65DCIAVALONBAY COMMUNITIES INC CMN—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
66?DC UNITEDHEALTH GROUP INCORPORATE CMN DC ADVANCED MICRO DEVICES, INC.CMN DC IWELLS FARGO & CO (NEW) CMN [KIRKLANDWASHGO5%12/01/23JD
OCR: owner unreadable, rows merged
—P03/24/202304/03/2023$1,001 - $15,0000.40—0.60BuyBuyUnknownMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
67DCSPOKANEWASHWTR&WASTEWATERREV5%12/01/23JD—P03/01/202304/03/2023$1,001 - $15,0000.94—0.00BuyBuyDependentMar 1, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
68DCMETAPLATFORMSINC-CLASSACMNCLASSA—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
69DC(DALLAS CNTY TEX HOSP DIST DB S% 08/15/30 FA—P03/01/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 1, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
70DCFIFTH THIRD BANCORP CMN—P03/24/202304/03/2023$1,001 - $15,0000.94—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
71?KELLOGG COMPANY CMN
OCR: owner unreadable
—P03/24/202304/03/2023$1,001 - $15,0000.60—0.00BuyBuyUnknownMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
72DCTARGETCORPORATIONCMN—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
73DCFIDEUTYNATLINFOSVCSINCCMN—P03/24/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
74DCPUBLICSTORAGECMN—P03/24/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
75DCIESSEXPROPERTYTRUSTINCCMN—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
76DCALPHABET INC.CMN CLASS A—P03/24/202304/03/2023$1,001 - $15,0000.91—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
77DCWALT DISNEY COMPANY (THE) CMN—P03/24/202304/03/2023$1,001 - $15,0000.93THE0.95BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewmodelled
78DCIPNC FINANCIAL SERVICES GROUP, CMN—P03/24/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
79DCALEXANDRIA REAL ESTATE EQUITIES, INC.—P03/24/202304/03/2023$1,001 - $15,0000.93ARE0.95BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStockmodelled
80DCIKAOGER COMPANY CMN—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
81DCCHARTERCOMMUNICATIONS,INC.CMN—P03/24/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
82DCM&TBANKCORPORATIONCMN—P03/24/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
83DCAT&T INC. CMN—P03/24/202304/03/2023$1,001 - $15,0000.93—0.90BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
84DCEMERSONELECTRICCO.CMN—P03/24/202304/03/2023$1,001 - $15,0000.91—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
85DCFEDEXCORPORATIONCMN—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
86DCCOMCAST CORPORATION CMN CLASS A VOTING—P03/24/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
87?DCILOEWS CORPORATION CMN
OCR: owner unreadable
—P03/24/202304/03/2023$1,001 - $15,0000.60—0.00BuyBuyUnknownMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
88DCDCMARSH & MCLENNAN CO INC CMN—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
89DCAMERICANEXPRESSCO.CMN—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
90?SHERWIN-WILLIAMS CO CMN
OCR: owner unreadable
—P03/24/202304/03/2023$1,001 - $15,0000.60—0.90BuyBuyUnknownMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
91DCBROWN FORMAN CORP CL B CMN CUASS B—P03/24/202304/03/2023$1,001 - $15,0000.91—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
92?Dow inc Cmn
OCR: owner unreadable
—P03/24/202304/03/2023$1,001 - $15,0000.60—0.90BuyBuyUnknownMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
93?NETaPP, INC. CMN
OCR: owner unreadable
—P03/24/202304/03/2023$1,001 - $15,0000.60—0.90BuyBuyUnknownMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
94DCCMEGROUPINC.CMNCLASSA—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
95?ALTRIAGROUP,INC.CMN
OCR: owner unreadable
—P03/24/202304/03/2023$1,001 - $15,0000.60—0.00BuyBuyUnknownMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
96DCCHUBBLIMITED CMN—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
97DCHIGHWOODSPROPERTIESINCCMN—P03/24/202304/03/2023$1,001 - $15,0000.91—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
98DCITARANSLINION CMN—P03/24/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
99DCDC [LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A—P03/24/202304/03/2023$1,001 - $15,0000.91—0.83BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
100DCTRIMBLEINCCMN—P03/24/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
101DCINTEANATIONAL PAPER CO.CMN—P03/24/202304/03/2023$1,001 - $15,0000.91—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
102DCIKILROY REALTY CORPORATION COMMON STOCK—P03/24/202304/03/2023$1,001 - $15,0000.92—0.87BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
103DCVENTAS, INC. CMN—P03/24/202304/03/2023$1,001 - $15,0000.87—0.90BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
104DCVORNADOREALTYTRUSTCMN—P03/24/202304/03/2023$1,001 - $15,0000.90—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
105DCCITIZENS FINANCIAL GROUP,INC.CMN—P03/24/202304/03/2023$1,001 - $15,0000.89—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
106DCCORNINGINCORPORATEDCMN—P03/24/202304/03/2023$1,001 - $15,0000.90—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
107?EASTWEST BANCORPINC CMN
OCR: owner unreadable
—P03/24/202304/03/2023$1,001 - $15,0000.60—0.00BuyBuyUnknownMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
108DCEQUITYLIFESTYLEPROPERTIES,ICMN—P03/24/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
109DCWESTERN DIGITALCORPORATIONCMN—P03/24/202304/03/2023$1,001 - $15,0000.91—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
110DCDC FASTENAL COMPANY CMN—P03/24/202304/03/2023$1,001 - $15,0000.91—0.90BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
111?ALLSTATECORPORATIONCOMMONSTOCK
OCR: owner unreadable
—P03/24/202304/03/2023$1,001 - $15,0000.60—0.00BuyBuyUnknownMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
112DCIWASTEMANAGEMENTINCCMN—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
113DCVERTEX PHARMACEUTICALS INCORPO CMN—P03/24/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
114?CROWN HOLDINGS INC CMN CISCO SYSTEMS, INC. CMN
OCR: owner unreadable, type unclear, rows merged
——03/24/202304/03/2023$1,001 - $15,0000.30—0.00UnknownUnknownUnknownMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
115?CELANESE CORPORATION COMMON STOCK
OCR: owner unreadable
—P03/24/202304/03/2023$1,001 - $15,0000.60CE0.95BuyBuyUnknownMar 24, 2023$1,001 - $15,000mid $8KStockReviewmodelled
116DCSYSCOCORPORATIONCMN—P03/24/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
117DCGLOBAL PAYMENTS INC.CMN—P03/24/202304/03/2023$1,001 - $15,0000.92—0.90BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
118?COGNIZANTTECHNOLOGYSOLUTIONSCORP CLASSA
OCR: owner unreadable
—P03/24/202304/03/2023$1,001 - $15,0000.60—0.00BuyBuyUnknownMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
119DCKEMBERLY-CLARK CORPORATION CMN—P03/24/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
120DCSBA COMMUNICATIONS CORPORATION CMN—P03/24/202304/03/2023$1,001 - $15,0000.92—0.90BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
121DCLABORATORYCORPORATIONOFAMERCMN—P03/24/202304/03/2023$1,001 - $15,0000.91—0.00BuyBuyDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
122DCBANKOFAMERICACORPCMN—S03/24/202304/03/2023$15,001 - $50,0000.93—0.00SellSellDependentMar 24, 2023$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
123DCIAPPLEINC.CMN—S (partial)03/24/202304/03/2023$15,001 - $50,0000.94—0.00PartialPartial saleDependentMar 24, 2023$15,001 - $50,000mid $32.5KStocknot modelled
124?ICVSHEALTHCORPCMN
OCR: owner unreadable
—S (partial)03/24/202304/03/2023$15,001 - $50,0000.60—0.00PartialPartial saleUnknownMar 24, 2023$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
125DCDC IINTL BUSINESS MACHINES CORP CMN—S03/24/202304/03/2023$15,001 - $50,0000.92—0.00SellSellDependentMar 24, 2023$15,001 - $50,000mid $32.5KStocknot modelled
126DC[LOWES COMPANIES INC.CMN—S (partial)03/24/202304/03/2023$15,001 - $50,0000.92—0.90PartialPartial saleDependentMar 24, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
127DCAMGEN INC. CMN.—S03/24/202304/03/2023$15,001 - $50,0000.92—0.90SellSellDependentMar 24, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
128DCCHARLESSCHWABCORPORATIONCMN—S03/24/202304/03/2023$1,001 - $15,0000.92—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
129DCMetlife, Inc. Cmn.
OCR: low text confidence
—S03/24/202304/03/2023$1,001 - $15,0000.60—0.90SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
130DCDC. JCIGNA GROUP/THE CMN—S03/24/202304/03/2023$1,001 - $15,0000.93—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
131DCCAPITALONEFINANCIALCORPCMN—S03/24/202304/03/2023$1,001 - $15,0000.93—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
132DCBRISTOL-MYERSSQUIBBCOMPANYCMN—S03/24/202304/03/2023$1,001 - $15,0000.93—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
133?GENERALMOTORS COMPANY CMN
OCR: owner unreadable
—S03/24/202304/03/2023$1,001 - $15,0000.60—0.00SellSellUnknownMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
134DCiNORFOLKSOUTHERNCORPCMN—S03/24/202304/03/2023$1,001 - $15,0000.92—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
135DCICOCA-COLA COMPANY (THEI CMN—S (partial)03/24/202304/03/2023$1,001 - $15,0000.93—0.00PartialPartial saleDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
136DC13MCOMPANYCMN—S03/24/202304/03/2023$1,001 - $15,0000.93—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
137DCVERIZONCOMMUNICATIONS,INC.CMN—S (partial)03/24/202304/03/2023$1,001 - $15,0000.92—0.00PartialPartial saleDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
138DCMCCORMICK&CONONVTGSHRSCMN—S03/24/202304/03/2023$1,001 - $15,0000.93—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
139DCTAMERICAN TOWERCORPORATION CMN—S03/24/202304/03/2023$1,001 - $15,0000.91—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
140DCICSX CORPORATION CMN—S (partial)03/24/202304/03/2023$1,001 - $15,0000.92—0.00PartialPartial saleDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
141DC[INTELCORPORATIONCMN—S (partial)03/24/202304/03/2023$1,001 - $15,0000.93—0.00PartialPartial saleDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
142DCHEALTHPEAKPROPERTIESINCCMN—S03/24/202304/03/2023$1,001 - $15,0000.93—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
143DCPHILIPMORRISINTL INCCMN—S (partial)03/24/202304/03/2023$1,001 - $15,0000.92—0.00PartialPartial saleDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
144DCPAYCHEX,INC.CMN—S03/24/202304/03/2023$1,001 - $15,0000.93—0.90SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
145DCIPROLOGIS INC CMN—S (partial)03/24/202304/03/2023$1,001 - $15,0000.93—0.00PartialPartial saleDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
146DCDIGITALREALTYTRUST,INC.CMN—S03/24/202304/03/2023$1,001 - $15,0000.92—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
147DCDC [ULTA BEAUT? INC CMN—S03/24/202304/03/2023$1,001 - $15,0000.92—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
148?OC. ITHE KRAFT HEINZ CO CMN
OCR: owner unreadable
—S (partial)03/24/202304/03/2023$1,001 - $15,0000.60—0.90PartialPartial saleUnknownMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
149DCI-MOBILE US, INC. CMn—S (partial)03/24/202304/03/2023$1,001 - $15,0000.93—0.81PartialPartial saleDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
150DCTELANCOANIMAL HEALTH INCORPOAACMN—S03/24/202304/03/2023$1,001 - $15,0000.91—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
151?ICOSTAR GROUP,INC. CMN
OCR: owner unreadable
—S03/24/202304/03/2023$1,001 - $15,0000.60—0.00SellSellUnknownMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
152DCDCDISCOVER FINANCIAL SERVICES CMN—S (partial)03/24/202304/03/2023$1,001 - $15,0000.94—0.00PartialPartial saleDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
153DCDOUGLASEMMETT,INC.CMN—S03/24/202304/03/2023$1,001 - $15,0000.94—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
154DCEQUITABLE HOLDINGSINC CMN—S03/24/202304/03/2023$1,001 - $15,0000.93—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
155DCBLACKROCK, INC. CMN—S (partial)03/24/202304/03/2023$1,001 - $15,0000.93—0.90PartialPartial saleDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
156DCALBEMARLE CORP CMN—S03/24/202304/03/2023$1,001 - $15,0000.93—0.90SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
157?CATALENT,INC.CMN
OCR: owner unreadable
—S03/24/202304/03/2023$1,001 - $15,0000.60—0.00SellSellUnknownMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
158DCKEYSIGHTTECHNOLOGIES,INC.CMN—S03/24/202304/03/2023$1,001 - $15,0000.92—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
159DCMEDICALPROPERTIESTRUSTINCCMN—S03/24/202304/03/2023$1,001 - $15,0000.91—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
160DCREGENCYCENTERSCORPOAATIONCMN—S03/24/202304/03/2023$1,001 - $15,0000.93—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
161DCINTEACONTINENTAL EXCHANGEINC CMN—S (partial)03/24/202304/03/2023$1,001 - $15,0000.93—0.00PartialPartial saleDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
162DCiSYNCHRONY FINANCIAL CMN—S03/24/202304/03/2023$1,001 - $15,0000.92—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
163DCHORMELFOODSCORPOAATION CMN—S03/24/202304/03/2023$1,001 - $15,0000.93—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
164DCDC IMOLINA HEALTHCARE, INC, CMN—S03/24/202304/03/2023$1,001 - $15,0000.92—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
165DCDC_ICOLGATE-PALMOLIVE CO CMN—S03/24/202304/03/2023$1,001 - $15,0000.92—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
166DCDC IAVERY DENNISON CORPORATION CMN—S03/24/202304/03/2023$1,001 - $15,0000.93—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
167DC[WEYERHAEUSER COMPANY CMN—S03/24/202304/03/2023$1,001 - $15,0000.93—0.90SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
168DCDCHEWLETTPACKARDENTERPRISECOCMN—S (partial)03/24/202304/03/2023$1,001 - $15,0000.92—0.00PartialPartial saleDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
169DCDCIREGIONS FINANCIAL CORPORATION CMN—S03/24/202304/03/2023$1,001 - $15,0000.92—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
170DCUNIVERSAL HEALTHSVCCLBCMNCLASSB—S03/24/202304/03/2023$1,001 - $15,0000.92—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
171DCPEPSICO, INC. CMN—S (partial)03/24/202304/03/2023$1,001 - $15,0000.94—0.90PartialPartial saleDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
172DCKEURIG DR PEPPER INC CMN—S03/24/202304/03/2023$1,001 - $15,0000.94—0.90SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
173DCWElltoWEr Inc. CMN—S03/24/202304/03/2023$1,001 - $15,0000.94—0.90SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
174DCTHE BANK OF NY MELloN CoRP CMN—S (partial)03/24/202304/03/2023$1,001 - $15,0000.93—0.00PartialPartial saleDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
175DCVICI PROPERTIES INC. CMN—S (partial)03/24/202304/03/2023$1,001 - $15,0000.95—0.90PartialPartial saleDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
176DCAMERISOURCEBERGEN CORPORATION CMN—S03/24/202304/03/2023$1,001 - $15,0000.95—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
177DCDAVITA.INC CMN—S03/24/202304/03/2023$1,001 - $15,0000.94—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
178?PAYPAL HOLDINGS, INC. CMN
OCR: owner unreadable
—S (partial)03/24/202304/03/2023$1,001 - $15,0000.60—0.90PartialPartial saleUnknownMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
179DCWALMART INC CMN!—S (partial)03/24/202304/03/2023$1,001 - $15,0000.94—0.90PartialPartial saleDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
180DCDC JONES LANG LASALLE INCORPDRATE CMN—S03/24/202304/03/2023$1,001 - $15,0000.94—0.90SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
181?IPLUG POWER INC. CMN
OCR: owner unreadable
—S03/24/202304/03/2023$1,001 - $15,0000.60—0.00SellSellUnknownMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
182DCDC IIntl.FLAVoRS & FagraNce CMn—S03/24/202304/03/2023$1,001 - $15,0000.93—0.00SellSellDependentMar 24, 2023$1,001 - $15,000mid $8KStocknot modelled
183?DC ICAESARS ENTERTaINMENT INC CMN DC IDANAHER CORPOAATION CMN DCHOST HOTELS & RESORTS INC CMN
OCR: owner unreadable, type unclear, rows merged
——03/24/202304/03/2023$1,001 - $15,0000.30—0.00UnknownUnknownUnknownMar 24, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
184SPN Y CITY MUN WTR FIN AUTH REV 5% 06/15/27-CA ID—P03/15/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 15, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
185SPNEW YOAK N Y CITY TRANSITIONAL REV 5% 07/15/25-CA J—P03/15/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 15, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
186SP$PRE: S 900,065,000 GQ 5.0000% 08/01/23 FA—P03/15/202304/03/2023$1,001 - $15,0000.94—0.00BuyBuySpouseMar 15, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
187SPJOHNSON & JOHNSON CMN
OCR: type unclear
——03/14/202304/03/2023$50,001 - $100,0000.30—0.90UnknownUnknownSpouseMar 14, 2023$50,001 - $100,000mid $75KStockReviewnot modelled
188SPCOCA-COLA COMPANY (THE) CMN
OCR: type unclear
——03/14/202304/03/2023$50,001 - $100,0000.30THE0.95UnknownUnknownSpouseMar 14, 2023$50,001 - $100,000mid $75KStockReviewnot modelled
189SPUNITEDHEALTH GROUP INCORPORATE CMN
OCR: type unclear
———04/03/2023$50,001 - $100,0000.30—0.90UnknownUnknownSpouse—$50,001 - $100,000mid $75KStockReviewnot modelled
190?TESLA, JNC. CMN BANKOFAMERICACORPCMN AMGEN INC. CMN
OCR: owner unreadable, type unclear, rows merged
——03/14/202304/03/2023$50,001 - $100,0000.30—0.00UnknownUnknownUnknownMar 14, 2023$50,001 - $100,000mid $75KStockReviewnot modelled
191SPBANKOFAMERICACORPCMN
OCR: type unclear
——03/13/202304/03/2023$15,001 - $50,0000.30—0.00UnknownUnknownSpouseMar 13, 2023$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
192SPDANAHERCORPORATION CMN
OCR: type unclear
——03/14/202304/03/2023$15,001 - $50,0000.30—0.00UnknownUnknownSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
193SPVINCI SA ADR CMN
OCR: type unclear
——03/10/202304/03/2023$15,001 - $50,0000.30—0.90UnknownUnknownSpouseMar 10, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
194SPAPPLEINC.CMN [PEPSICO, INC. CMN
OCR: type unclear, amount unclear
——03/14/202304/03/2023—0.30—0.00UnknownUnknownSpouseMar 14, 2023—StockReviewnot modelled
195SPM&T BANK CORPORATION CMN IALPHABET INC. CMN CLASS A
OCR: type unclear, amount unclear, rows merged
——03/14/202304/03/2023—0.30—0.00UnknownUnknownSpouseMar 14, 2023—StockReviewnot modelled
196SPINTL BUSINESS MACHINES CORP CMN
OCR: type unclear
——03/14/202304/03/2023$15,001 - $50,0000.30—0.00UnknownUnknownSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
197?ZOETIS INC. CMN CLASS A SERVICENOW INC CMN PUBLIC STORAGE CMN ALTRIA GROUP, INC. CMN METLIFE, INC. CMN MICROSOFT CORPORATION CMN INTERCONTINENTAL EXCHANGE INC CMN
OCR: owner unreadable, type unclear, rows merged
——03/14/202304/03/2023$15,001 - $50,0000.30—0.00UnknownUnknownUnknownMar 14, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
198SPMICRON TECHNOLOGY, INC, CMN—P03/02/202304/03/2023$15,001 - $50,0000.94—0.90BuyBuySpouseMar 2, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
199SPCHUBB LIMITED CMN—P03/14/202304/03/2023$15,001 - $50,0000.93—0.90BuyBuySpouseMar 14, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
200SPELANCOANIMALHEALTHINCORPORACMN—P03/10/202304/03/2023$15,001 - $50,0000.93—0.00BuyBuySpouseMar 10, 2023$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
201SPAVANtOR FUNDINg, INC. CMN—P03/15/202304/03/2023$15,001 - $50,0000.93—0.00BuyBuySpouseMar 15, 2023$15,001 - $50,000mid $32.5KStocknot modelled
202SPCSXCORPORATIONCMN—P03/14/202304/03/2023$15,001 - $50,0000.91—0.00BuyBuySpouseMar 14, 2023$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
203SPAVANTOR FUNDING,INC.CMN—P03/27/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 27, 2023$1,001 - $15,000mid $8KStocknot modelled
204SPAVANTOR FUNDING, INC. CMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
205SPECOLAB INC.CMN—P03/14/202304/03/2023$1,001 - $15,0000.93—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
206SPPROLOGISINCCMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
207SPINTEL CORPORATION CMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
208SPICOGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A—P03/14/202304/03/2023$1,001 - $15,0000.91—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
209SPEQUINIX, INC. REIT—P03/14/202304/03/2023$1,001 - $15,0000.92—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
210SPVERIZONCOMMUNICATIONS,INC.CMN—P03/14/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
211SPAUTOMATICDATAPROCESSINGINCCMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
212SPGLOBAL PAYMENTS INC, CMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
213SPINEWMONTCORPCMN—P03/14/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
214SPISHARES,INC.MSCIJAPANETFMUTUALFUND—P03/10/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 10, 2023$1,001 - $15,000mid $8KEtfnot modelled
215SPIVISA INC. CMN CLASS A—P03/14/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
216SPELANCOANIMALHEALTHINCORPORACMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
217SPEASTWESTAANCORPINCCMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
218SPMCKESSONCORPORATIONCMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
219SPELANCO ANIMAL HEALTH INCORPORA CMN—P03/31/202304/03/2023$1,001 - $15,0000.93—0.90BuyBuySpouseMar 31, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
220SPKIMCO REALTY CORPORATION CMN—P03/14/202304/03/2023$1,001 - $15,0000.93—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
221SPUDR ENC CMN—P03/14/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
222SPWASTE MANAGEMENT INC CMN REGIONS FINANCIAL CORPORATION CMN
OCR: amount unclear, rows merged
—P03/14/202304/03/2023—0.30—0.00BuyBuySpouseMar 14, 2023—StockReviewnot modelled
223SPISHARES MSCI AUSTRALIA ETF—P03/10/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 10, 2023$1,001 - $15,000mid $8KEtfnot modelled
224SPMEDTRONICPUBUCLIMITEDCOMPACMN—P03/14/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
225SP[T. ROWE PRiCE GROUP, INC. CMN—P03/14/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
226?AVALONBAY COMMUNITIES INC CMN VODAFONEGROUPPLCADR CMN CHIPOTLE MEXICAN GRILL, INC. CMN CAPITAL ONE FINANCIAL CORP CMN IVENTAS, INC. CMN
OCR: owner unreadable, type unclear, rows merged
——03/14/202304/03/2023$1,001 - $15,0000.30—0.00UnknownUnknownUnknownMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
227SPJPMORGAN CHASE&CO CMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
228SPSALESFORCE INC CMN—P03/14/202304/03/2023$1,001 - $15,0000.93—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
229?ICOMCAST CORPORATION CMNCLASSAVOTING CARTERS,INC.CMN
OCR: owner unreadable, rows merged
—P03/14/202304/03/2023$1,001 - $15,0000.40—0.00BuyBuyUnknownMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
230SPICITIGROUPINC.CMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
231SPIESSEXPROPERTYTRUSTINCCMN—P03/14/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
232SPIFoRtinet, Inc. Cmn FEDEX CORPORATION CMN
OCR: type unclear, amount unclear, rows merged
——03/14/202304/03/2023—0.30—0.00UnknownUnknownSpouseMar 14, 2023—StockReviewnot modelled
233SPKING CNTY WASH GO 5% 12/01/23 JD—P03/01/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 1, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
234SPBALTIMORE MD PROI REV REV 5.0000% 07/01/26-CAJJ—P03/01/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 1, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
235SPMURFREESBORO TENN GO S% 06/01/23 JD—P03/09/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 9, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
236SPFORTWORTHTEXGO5%03/O1/24MS—P03/03/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 3, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
237SPFLORIDASTTPKAUTHTPKREVREVS%07/01/23J↓—P03/03/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 3, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
238SPWASHINGTON GO S.0000% 08/01/23 FA—P03/03/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 3, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
239SPSTATE OFWISCONSIN REV 4.0000X 07/01/23JI—P03/03/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 3, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
240SPWEBSTER FINANCIAL CORP CMN—P03/14/202304/03/2023$1,001 - $15,0000.93—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
241SPTYLER TECHNOLOGIES, INC. CMN—P03/14/202304/03/2023$1,001 - $15,0000.91—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
242SPELI LILLY & CO CMN—P03/14/202304/03/2023$1,001 - $15,0000.93—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
243SPMETAPLATFORMSINC-CLASSACMNCLASSA—P03/14/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
244SPINTERNATIONAL PAPER CO. CMN IELANCO ANIMAL HEALTH INCORPORA CMN
OCR: rows merged
—P03/14/202304/03/2023Over $1,000,0000.40—0.00BuyBuySpouseMar 14, 2023Over $1,000,000mid $1MStockReviewnot modelled
245SPLOEWS CORPORATION CMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
246SPEBAY INC. CMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
247SPBIO-TECHNE CORPOAATION CMN—P03/14/202304/03/2023$1,001 - $15,0000.91—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
248SP[NIKE CLASS-B CMN CLASS B—P03/14/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
249SPDIgitaL ReaLtY TRuSt, InC, Cmn—P03/14/202304/03/2023$1,001 - $15,0000.91—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
250SPAMCOR PLC CMN—P03/14/202304/03/2023$1,001 - $15,0000.91—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
251?[NORTHERN TRUST CORP CMN
OCR: owner unreadable
—P03/14/202304/03/2023$1,001 - $15,0000.60—0.90BuyBuyUnknownMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
252SPREALTY INCOME CORPORATION CMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
253SP1JAZZ PHARMACEUTICALS PLC CMN—P03/14/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
254SPEXTRA SPACE STORAGE INC. CMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
255SPUNCOLNNATL.CORP.INC.CMN—P03/14/202304/03/2023$1,001 - $15,0000.91—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
256SPINVITATION HOMESINC. CMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
257SPFASTENAL COMPANY CMN—P03/14/202304/03/2023$1,001 - $15,0000.91—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
258SPWARNER BROSDISCOVERY INC CMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
259SPINTL.FLAVORS & FRAGRANCE CMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
260SPLIBERTY BROADBAND CORPORATION CMN CLASS C—P03/14/202304/03/2023$1,001 - $15,0000.91—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
261SPORACLE CORPORATIONCMN—P03/14/202304/03/2023$1,001 - $15,0000.91—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
262SPRoBERT HAlF INTERNATIoNAL INC. CMN—P03/14/202304/03/2023$1,001 - $15,0000.91—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
263SPSYNOVUS FINANCIAL CORP CMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
264SPCME GROUP INC. CMN CLASS A—P03/14/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
265SPORGANON&COCMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
266SPCOUSINSPROPERTIESINCORPORATECMN—P03/14/202304/03/2023$1,001 - $15,0000.91—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
267SPGEN OIGITALINC CMN—P03/14/202304/03/2023$1,001 - $15,0000.90—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
268SPELLUMINA, INC CMN—P03/14/202304/03/2023$1,001 - $15,0000.91—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
269SPSL GREEN REALTY CORP. CMN—P03/14/202304/03/2023$1,001 - $15,0000.89—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
270SPSYSCO CORPORATION CMN—P03/14/202304/03/2023$1,001 - $15,0000.91—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
271SPELECTRONICARTS CMN—P03/14/202304/03/2023$1,001 - $15,0000.90—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
272SPDOUGLAS EMMETT, INC. CMN—P03/14/202304/03/2023$1,001 - $15,0000.91—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
273SPCINCINNATI FINANCIAL CRP CMN—P03/14/202304/03/2023$1,001 - $15,0000.90—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
274SPMOSAIC COMPANY (THE) CMN—P03/14/202304/03/2023$1,001 - $15,0000.93THE0.95BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewmodelled
275SPenphase Energy, Inc. Cmn—P03/14/202304/03/2023$1,001 - $15,0000.93—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
276—FUIA NSI
OCR: date unreadable, low text confidence
—S——$1,000,001 - $5,000,0000.30—0.00SellSellSelf—$1,000,001 - $5,000,000mid $3MUnknownReviewnot modelled
277SPADVANCE AUTO PARTS, ENC. CMN—P03/14/202304/03/2023$1,001 - $15,0000.93—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
278SPTHE TRAVELERS COMPANIES, INC CMN—P03/14/202304/03/2023$1,001 - $15,0000.91—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
279SPVIATRISINCCMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
280SPLYONDELLBASELL INDUSTRIES N.V. CMN CLASS A—P03/14/202304/03/2023$1,001 - $15,0000.92—0.83BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
281SPUNION PACIFIC CORP. CMN—P03/14/202304/03/2023$1,001 - $15,0000.92—0.90BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
282SPHSBC HOLDINGSPLCSPONSOREDADRCMN—P03/10/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 10, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
283SPMASTERCARDINCORPORATED CMN CLASSA—P03/14/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
284SPiLINDE PLC CMN—P03/14/202304/03/2023$1,001 - $15,0000.91—0.00BuyBuySpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
285SPTABB LTD SPONSOREO ADR CMN—P03/10/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 10, 2023$1,001 - $15,000mid $8KStocknot modelled
286SPIELANCO ANIMAL HEALTH INCORPORA CMN—P03/03/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 3, 2023$1,001 - $15,000mid $8KStocknot modelled
287?WEST PHARMACEUTICAL SERVICES INC NPPAAIBASSPONSOREDADRCMN MODERNA,INC.CMN
OCR: owner unreadable, rows merged
—P03/14/202304/03/2023$1,001 - $15,0000.40—0.00BuyBuyUnknownMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
288SPTELANCOANIMAL HEALTH INCORPORACMN—P03/13/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 13, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
289SPING GROEP N.V.SPONS ADR SPONSORED ADR CMN—P03/10/202304/03/2023$1,001 - $15,0000.91—0.00BuyBuySpouseMar 10, 2023$1,001 - $15,000mid $8KStocknot modelled
290SPISUMITOMO MITSUI FINANCIAL GRP SPONSOREO ADR CMN—P03/10/202304/03/2023$1,001 - $15,0000.91—0.00BuyBuySpouseMar 10, 2023$1,001 - $15,000mid $8KStocknot modelled
291SPICOMPASS GROUP PLC SPONSORED ADR CMN—P03/10/202304/03/2023$1,001 - $15,0000.91—0.00BuyBuySpouseMar 10, 2023$1,001 - $15,000mid $8KStocknot modelled
292SPTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADR CMN—P03/10/202304/03/2023$1,001 - $15,0000.92—0.90BuyBuySpouseMar 10, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
293SPIPUT/XSP @371EX05/19/2023—S03/01/202304/03/2023$1,001 - $15,0000.92—0.00SellSellSpouseMar 1, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
294?PUT/XSP @359EXP06/16/2023 PUT/XSP @ 379 EXP 05/31/2023
OCR: owner unreadable, rows merged
—S03/14/202304/03/2023$1,001 - $15,0000.40—0.00SellSellUnknownMar 14, 2023$1,001 - $15,000mid $8KOptionReviewnot modelled
295SPPUT/XSP @370EXP05/05/2023—S03/23/202304/03/2023$1,001 - $15,0000.94—0.00SellSellSpouseMar 23, 2023$1,001 - $15,000mid $8KOptionnot modelled
296SPPFIZER INC. CMN—S (partial)03/14/202304/03/2023$50,001 - $100,0000.92—0.90PartialPartial saleSpouseMar 14, 2023$50,001 - $100,000mid $75KStockReviewnot modelled
297SPBRISTOL·MYERS SQUIBS COMPANY CMN—S03/14/202304/03/2023$50,001 - $100,0000.92—0.00SellSellSpouseMar 14, 2023$50,001 - $100,000mid $75KStocknot modelled
298SPCVS HEALTH CORP CMN—S03/14/202304/03/2023$15,001 - $50,0000.92—0.90SellSellSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
299SPBERKSHIRE HATHAWAY INC. CLASS B—S (partial)03/14/202304/03/2023$15,001 - $50,0000.93BRK-B0.92PartialPartial saleSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStockmodelled
300SPAMAZON.COM INC CMN—S (partial)03/14/202304/03/2023$15,001 - $50,0000.93—0.00PartialPartial saleSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStocknot modelled
301SPWALT DISNEY COMPANY (THEI CMN—S (partial)03/14/202304/03/2023$15,001 - $50,0000.93—0.90PartialPartial saleSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
302SPINTUIT INC CMN—S (partial)03/14/202304/03/2023$15,001 - $50,0000.93—0.90PartialPartial saleSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
303SPAMERICAN TOWER CORPORATION CMN—S (partial)03/14/202304/03/2023$15,001 - $50,0000.92—0.90PartialPartial saleSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
304SPPHILIPMORRISINTLINC CMN—S03/14/202304/03/2023$15,001 - $50,0000.92—0.00SellSellSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStocknot modelled
305SPISIEMENS AKTIENGESELLSCHAFT SPONSORED ADA CMN—S03/10/202304/03/2023$15,001 - $50,0000.92—0.00SellSellSpouseMar 10, 2023$15,001 - $50,000mid $32.5KStocknot modelled
306SPCHARLES SCHWAB CORPORATION CMN—S (partial)03/14/202304/03/2023$15,001 - $50,0000.93—0.90PartialPartial saleSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
307SPABBVIE INC CMN—S (partial)03/14/202304/03/2023$15,001 - $50,0000.93—0.90PartialPartial saleSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
308SPPNC FINANCIALSERVICESGROUP,CMN—S03/14/202304/03/2023$15,001 - $50,0000.93—0.00SellSellSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStocknot modelled
309SPACCENTUREPLCCMN CLASSA—S (partial)03/14/202304/03/2023$15,001 - $50,0000.94—0.00PartialPartial saleSpouseMar 14, 2023$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
310SPPaychex, Inc. Cmn
OCR: low text confidence
—S03/14/202304/03/2023$15,001 - $50,0000.60—0.90SellSellSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
311SP1FIFTH THIRD BANCORP CMN—S03/14/202304/03/2023$15,001 - $50,0000.94—0.00SellSellSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStocknot modelled
312SPADOBEINCCMN—S (partial)03/14/202304/03/2023$15,001 - $50,0000.93—0.00PartialPartial saleSpouseMar 14, 2023$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
313SPCONSTELLATION BRANDS INC CMN CLASS A—S03/14/202304/03/2023$15,001 - $50,0000.94—0.90SellSellSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
314SPIQVIA HOLDINGS INC CMN—S03/14/202304/03/2023$15,001 - $50,0000.94—0.90SellSellSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
315SPREGENERONPHARMACEUTICAL INC CMN—S (partial)03/14/202304/03/2023$15,001 - $50,0000.94—0.00PartialPartial saleSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStocknot modelled
316SP3M COMPANY CMN—S03/14/202304/03/2023$15,001 - $50,0000.93—0.00SellSellSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStocknot modelled
317SPU.S. BANCORP CMN—S (partial)03/14/202304/03/2023$15,001 - $50,0000.94—0.90PartialPartial saleSpouseMar 14, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
318SPCAOWNCASTLE INTLCORP CMN—S (partial)03/14/202304/03/2023$1,001 - $15,0000.93—0.00PartialPartial saleSpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
319SPSTMICROELECTRONICS NV ADR CMN—S03/10/202304/03/2023$1,001 - $15,0000.93—0.81SellSellSpouseMar 10, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
320SPALLSTATE CORPORATIONCOMMON STOCK—S03/14/202304/03/2023$1,001 - $15,0000.93—0.00SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
321SPEQUITY RESIDENTIAL CMN—S03/14/202304/03/2023$1,001 - $15,0000.93—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
322SPIREPUBLICSERVICESINCCMN—S03/14/202304/03/2023$1,001 - $15,0000.93—0.00SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
323SPIDUPONT DE NEMOURS INC CMN—S (partial)03/13/202304/03/2023$1,001 - $15,0000.93—0.00PartialPartial saleSpouseMar 13, 2023$1,001 - $15,000mid $8KStocknot modelled
324SPHUNTINGTON BANCSHARES INCORPOR CMN—S03/14/202304/03/2023$1,001 - $15,0000.94—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
325SPAMERISOURCEBERGEN CORPORATION CMN MARSH & MCLENNAN CO INC CMN COSTAR GROUP, INC. CMN
OCR: date uncertain, rows merged
—S03/14/2023—$1,001 - $15,0000.40—0.00SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
326?AuToZone, Inc. CMn SHERWIN-WILLIAMS CO CMN PRUDENTIAL FINANCIALINC CMN
OCR: owner unreadable, rows merged
—S03/14/202304/03/2023$1,001 - $15,0000.40—0.00SellSellUnknownMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
327?ITHERMO FISHER SCIENTIFIC INC CMN AMERICAN INTL GROUP, INC. CMN MID-AMERICA APT CMNTYS INC CMN
OCR: owner unreadable, rows merged
—S (partial)03/14/202304/03/2023$1,001 - $15,0000.40—0.00PartialPartial saleUnknownMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
328?MERCK & CO., INC. CMN
OCR: owner unreadable
—S (partial)03/14/202304/03/2023$1,001 - $15,0000.60—0.90PartialPartial saleUnknownMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
329?WELLS FARGO & CO (NEW) CMN
OCR: owner unreadable
—S (partial)03/14/202304/03/2023$1,001 - $15,0000.60—0.60PartialPartial saleUnknownMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
330SPMCCORMICK&CO NONVTGSHRS CMN—S03/14/202304/03/2023$1,001 - $15,0000.94—0.00SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
331SPDELL TECHNOLOGIES INC. CMN—S03/14/202304/03/2023$1,001 - $15,0000.94—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
332SPHEALTHPEAK PROPERTIES INC CMN—S03/14/202304/03/2023$1,001 - $15,0000.94—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
333SPDOLLAR GENERAL CORPORATION CMN—S (partial)03/14/202304/03/2023$1,001 - $15,0000.93—0.90PartialPartial saleSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
334SPCHARTER COMMUNICATIONS, INC. CMN—S03/14/202304/03/2023$1,001 - $15,0000.94—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
335SPTRUIST FINANCIAL CORPORATION CMN—S03/14/202304/03/2023$1,001 - $15,0000.93—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
336SPFIDELITY NATL INFO SVCS INC CMN—S03/14/202304/03/2023$1,001 - $15,0000.93—0.00SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
337SPCITIZENS FINANCIAL GROUP, INC. CMN—S03/14/202304/03/2023$1,001 - $15,0000.93—0.00SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
338SPMOLINA HEALTHCARE, INC. CMN—S03/14/202304/03/2023$1,001 - $15,0000.92—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
339SPRAYMOND JAMES FINANCIAL, INC. CMN—S03/14/202304/03/2023$1,001 - $15,0000.92—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
340SPBOSTON PROPERTIES, INC. COMMON STOCK IDOW INC CMN
OCR: rows merged
—S03/14/202304/03/2023$1,001 - $15,0000.40—0.00SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
341SP[METTLER-TOLEDO INTL CMN IDUPONT DE NEMOURSINCCMN
OCR: amount unclear, rows merged
—S03/14/202304/03/2023—0.30—0.00SellSellSpouseMar 14, 2023—StockReviewnot modelled
342SPHENRY SCHEIN INC COMMONSTOCK—S03/14/202304/03/2023$1,001 - $15,0000.93—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
343SPVERISIGN, INC. CMN—S03/14/202304/03/2023$1,001 - $15,0000.94—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
344SPLABORATORY CORPORATION OF AMER CMN—S03/14/202304/03/2023$1,001 - $15,0000.93—0.00SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
345SPALEXANDRIA REAL ESTATE EQUITIES, INC.—S (partial)03/14/202304/03/2023$1,001 - $15,0000.93ARE0.95PartialPartial saleSpouseMar 14, 2023$1,001 - $15,000mid $8KStockmodelled
346SPHORMELFOODS CORPORATION CMN—S03/14/202304/03/2023$1,001 - $15,0000.94—0.00SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
347SPTHE KRAFT HEINZ CO CMN—S (partial)03/14/202304/03/2023$1,001 - $15,0000.94—0.90PartialPartial saleSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
348SPAMEDISYS, INC. CMN—S03/14/202304/03/2023$1,001 - $15,0000.94—0.00SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
349SPESTEE LAUDER COSINC CL-ACMNCLASS A—S (partial)03/14/202304/03/2023$1,001 - $15,0000.93—0.00PartialPartial saleSpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
350SPETSY, INC. CMN—S (partial)03/14/202304/03/2023$1,001 - $15,0000.93—0.90PartialPartial saleSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
351SPVORNADO REALTY TRUST CMN—S03/14/202304/03/2023$1,001 - $15,0000.94—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
352SP[UNIVERSAL HEALTH SVC CL B CMN CLASS B—S03/14/202304/03/2023$1,001 - $15,0000.93—0.00SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
353?IPAYCOM SOFTWARE, INC. CMN iCAMDEN PROPERTY TRUST CMN SBACOMMUNICATIONS COAPORATION CMN
OCR: owner unreadable, date uncertain, rows merged
—S03/14/2023—$1,001 - $15,0000.40—0.00SellSellUnknownMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
354SPDOCUSIGN, INC. CMN—S03/14/202304/03/2023$1,001 - $15,0000.93—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
355SPiPERKINELMER,INC CMN—S03/14/202304/03/2023$1,001 - $15,0000.93—0.00SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
356SPELEVANCE HEALTH INC CMN—S (partial)03/14/202304/03/2023$1,001 - $15,0000.93—0.90PartialPartial saleSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
357SPINCYTE COAPORATION CMN—S03/14/202304/03/2023$1,001 - $15,0000.93—0.00SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
358SPCAPRI HOLDINGS LIMITED CMN—S03/14/202304/03/2023$1,001 - $15,0000.93—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
359SPENCOMPASS HEALTHCORPORATIONCMN—S03/14/202304/03/2023$1,001 - $15,0000.93—0.00SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
360SPIHARLEY-DAVIDSON INC CMN—S03/14/202304/03/2023$1,001 - $15,0000.93—0.00SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
361SPMattel, Inc. Cmn.—S03/14/202304/03/2023$1,001 - $15,0000.93—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
362SPHEALTHCARE REALTY TRUST INC CMN—S03/14/202304/03/2023$1,001 - $15,0000.92—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
363SPEPAM SYSTEMS, INC. CMN—S03/14/202304/03/2023$1,001 - $15,0000.92—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
364SPRITHM CAPITAL CORP CMN—S03/14/202304/03/2023$1,001 - $15,0000.92—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
365SPKILROY REALTY CORPORATION COMMON STOCK—S03/14/202304/03/2023$1,001 - $15,0000.93KRC0.95SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockmodelled
366SPLIVE NATION ENTERTAINMENT INC CMN—S03/14/202304/03/2023$1,001 - $15,0000.93—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
367SPIONIS PHARMACEUTICALS, INC. CMN—S03/14/202304/03/2023$1,001 - $15,0000.94—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
368SPCBRE GROUP, INC. CMN CLASS A—S (partial)03/14/202304/03/2023$1,001 - $15,0000.93—0.00PartialPartial saleSpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
369SPNEWELL BRANDS INC CMN—S03/14/202304/03/2023$1,001 - $15,0000.93—0.90SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
370SPGODADDY INC. CMN CLASS A—S03/14/202304/03/2023$1,001 - $15,0000.92—0.00SellSellSpouseMar 14, 2023$1,001 - $15,000mid $8KStocknot modelled
371SPSOUTHCAROLINASTGO5%04/01/23AO—P03/02/202304/03/2023$50,001 - $100,0000.90—0.00BuyBuySpouseMar 2, 2023$50,001 - $100,000mid $75KUnknownReviewnot modelled
372SPRIO RANCHO N MEX WTR & REV 5% 05/15/23 MN ILLINOIS FIN AUTH REV REV 5.0000% 07/01/23-CA JJ
OCR: amount unclear, rows merged
—P03/06/202304/03/2023—0.30—0.00BuyBuySpouseMar 6, 2023—UnknownReviewnot modelled
373?NORTH CAROLINA ST LTD OBLIG REV5% O5/01/23 MN
OCR: owner unreadable
—P03/15/202304/03/2023$15,001 - $50,0000.60—0.00BuyBuyUnknownMar 15, 2023$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
374SPSANANTONIOTEXWTRREV5.0000%05/15/23MN—P03/02/202304/03/2023$15,001 - $50,0000.91—0.00BuyBuySpouseMar 2, 2023$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
375SPALDINETEX INDPT SCH DIST GO5% 02/15/24 FA—P03/09/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 9, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
376SPFLORIDASTBRDEDPUBEDD85%06/01/23JD—P03/06/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 6, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
377SPALLSTATE CORPORATION COMMON STOCK—P03/07/202304/03/2023$1,001 - $15,0000.92ALL0.95BuyBuySpouseMar 7, 2023$1,001 - $15,000mid $8KStockmodelled
378SPWELLS FARGO & CO (NEW) CMN—P03/15/202304/03/2023$1,001 - $15,0000.91—0.60BuyBuySpouseMar 15, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
379SPTRUIST FINANCIAL CORPORATION CMN—P03/15/202304/03/2023$1,001 - $15,0000.92—0.90BuyBuySpouseMar 15, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
380SPSP iREGAL AEXNORD CORP CMN—P03/23/202304/03/2023$1,001 - $15,0000.92—0.00BuyBuySpouseMar 23, 2023$1,001 - $15,000mid $8KStocknot modelled
381SPLEARCORPORATIONCMN—P03/10/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 10, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
382SPREGAL REXNORD CORP CMN—P03/10/202304/03/2023$1,001 - $15,0000.93—0.90BuyBuySpouseMar 10, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
383SPREGALREXNORDCORPCMN—P03/08/202304/03/2023$1,001 - $15,0000.93—0.00BuyBuySpouseMar 8, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
384SPFIRST REPUBLIC BANK CMN FIRSTREPUBLICBANXCMN
OCR: amount unclear, date uncertain, rows merged
—P03/09/2023——0.30—0.00BuyBuySpouseMar 9, 2023—StockReviewnot modelled
385SPREGALREXNORD CORPCMN—P03/13/202304/03/2023$1,001 - $15,0000.94—0.00BuyBuySpouseMar 13, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
386SPBOOKINGHOLDINGSINC.CMN—S (partial)03/03/202304/03/2023$1,001 - $15,0000.93—0.00PartialPartial saleSpouseMar 3, 2023$1,001 - $15,000mid $8KStocknot modelled
387SPIBOOKING HOLDINGSINC.CMN—S03/07/202304/03/2023$1,001 - $15,0000.94—0.00SellSellSpouseMar 7, 2023$1,001 - $15,000mid $8KStocknot modelled
388SPPEPSICO, INC. CMN—S (partial)03/15/202304/03/2023$1,001 - $15,0000.93—0.90PartialPartial saleSpouseMar 15, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
389SPFIRST REPUBLIC BANK CMN—S03/15/202304/03/2023$1,001 - $15,0000.94—0.90SellSellSpouseMar 15, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
390SPALPHABETINC.CMNCLASSA—S (partial)03/16/202304/03/2023$1,001 - $15,0000.92—0.00PartialPartial saleSpouseMar 16, 2023$1,001 - $15,000mid $8KUnknownReviewnot modelled
391SPMICROSOFT CORPOAATION CMN—S (partial)03/16/202304/03/2023$1,001 - $15,0000.93—0.00PartialPartial saleSpouseMar 16, 2023$1,001 - $15,000mid $8KStocknot modelled