Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Oct 6, 2023
- Filing year
- 2023
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 226
- Parser version
- ocr_grid_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 3446
REVIEW OCR 15p, rotation [90]: 226 rows from 14 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 · 226
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 | [BIOCK INC CL A | — | S (partial) | 09/08/2023 | 10/02/2023 | $1,001 - $15,000 | 0.97 | —0.00 | PartialPartial sale | Dependent | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 2 | DC | MICROSOFT CORP | — | P | 09/08/2023 | 10/02/2023 | $1,001 - $15,000 | 0.96 | MSFT0.95 | BuyBuy | Dependent | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | DC | GARTNER INC | — | P | 09/15/2023 | 10/02/2023 | $1,001 - $15,000 | 0.97 | IT0.95 | BuyBuy | Dependent | Sep 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | DC | BLOCK INC CL A | — | S | 09/15/2023 | 10/02/2023 | $1,001 - $15,000 | 0.97 | —0.90 | SellSell | Dependent | Sep 15, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 5 | DC | MICROSOFT CORP | — | P | 09/15/2023 | 10/02/2023 | $1,001 - $15,000 | 0.96 | MSFT0.95 | BuyBuy | Dependent | Sep 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | DC | Corvex Dynamic Equity Select LLC Class BA Series 1 | — | P | 09/01/2023 | 10/05/2023 | $250,001 - $500,000 | 0.96 | —0.00 | BuyBuy | Dependent | Sep 1, 2023 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 7 | DC | Tiger Globat Crossaver Access LLC Class A1 Series 11 | — | P | 09/25/2023 | 10/05/2023 | $100,001 - $250,000 | 0.96 | —0.00 | BuyBuy | Dependent | Sep 25, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 8 | DC | INTUITIVE SURGICAL, INC. CMN | — | P | 09/01/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Sep 1, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 9 | DC | N V R INC CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 10 | DC | HUMANA INC. CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 11 | DC | LABORATORY CORPORATION OF AMER CMN | — | P | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 12 | DC | REGAL REXNORD CORP CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 13 | DC | TARGET CORPORATION CMN | — | P | 09/19/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Sep 19, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | DC | EXTRA SPACE STORAGE INC. CMN | — | P | 09/21/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Sep 21, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | ? | HCA HEALTHCARE, INC CMN OCR: owner unreadable | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 16 | ? | MEDTRONIC PUBLIC LIMITED COMPA CMN OCR: owner unreadable | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 17 | DC | LABORATORY CORPORATION OF AMER CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 18 | ? | SS&C TECHNOLOGIES HOLDINGS, IN CMN OCR: owner unreadable | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 19 | DC | LEAR CORPORATION CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 20 | DC | EXTRA SPACE STORAGE INC. CMN | — | P | 09/25/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Sep 25, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 21 | DC | HONEYWELL. INTL INC CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 22 | DC | EXTRA SPACE STORAGE INC. CMN | — | P | 09/20/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Sep 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 23 | DC | LABORATORY CORPORATION OF AMER CMN | — | P | 09/20/2023 | 10/05/2023 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Sep 20, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 24 | DC | EXTRA SPACE STORAGE INC. CMN | — | P | 09/18/2023 | 10/05/2023 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Sep 18, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 25 | DC | LABORATORY CORPORATION OF AMER CMN | — | P | 09/07/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Sep 7, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 26 | DC | LABORATORY CORPORATION OF AMER CMN | — | P | 09/21/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Sep 21, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 27 | DC | CALL/LLY FLEX EURO PM @ 490 EXP 09/01/2023 | — | P | 09/01/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Sep 1, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 28 | DC | ELI ULIY & CO CMN | — | S (partial) | 09/01/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Sep 1, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 29 | ? | KKR & CO. INC. CMN OCR: owner unreadable | — | S (partial) | 09/14/2023 | 10/05/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Sep 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 30 | DC | PARKER-HANNIFIN CORP. CMN | — | S (partial) | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 31 | DC | CATERPILLAR INC (DELAWARE) CMN | — | S (partial) | 09/01/2023 | 10/05/2023 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Sep 1, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 32 | ? | MARSH & MCLENNAN CO INC CMN OCR: owner unreadable | — | S (partial) | 09/18/2023 | 10/05/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Sep 18, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 33 | DC | SHERWIN-WILLIAMS CO CMN | — | S (partial) | 09/01/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Sep 1, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 34 | ? | SHERWIN-WILLIAMS CO CMN OCR: owner unreadable | — | S | 09/01/2023 | 10/05/2023 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Sep 1, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 35 | DC | WALT DISNEY COMPANY (THEI CMN | — | S (partial) | 09/27/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Sep 27, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | DC | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 09/20/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | THE0.95 | PartialPartial sale | Dependent | Sep 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 37 | DC | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 09/29/2023 | 10/05/2023 | $1,001 - $15,000 | 0.96 | THE0.95 | PartialPartial sale | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 38 | DC | VERIZON COMMUNICATIONS, INC. CMN | — | S (partial) | 09/28/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Sep 28, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 39 | DC | MORGAN STANLEY CMN | — | S (partial) | 09/01/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Sep 1, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 40 | DC | VERIZON COMMUNICATIONS, INC. CMN | — | S | 09/29/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 41 | DC | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 09/28/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | THE0.95 | PartialPartial sale | Dependent | Sep 28, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 42 | DC | WALT DISNEY COMPANY (THE) CMN | — | S | 09/19/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | THE0.95 | SellSell | Dependent | Sep 19, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 43 | DC | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 44 | ? | BERKSHIRE HATHAWAY INC.CLASS B OCR: owner unreadable | — | S (partial) | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.60 | BRK-B0.92 | PartialPartial sale | Unknown | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 45 | ? | GENERAL MOTORS COMPANY CMN OCR: owner unreadable | — | S (partial) | 09/27/2023 | 10/05/2023 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Sep 27, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 46 | DC | ALPHABET INC, CMN CLASS A | — | S (partial) | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 47 | ? | KKR & CO. INC. CMN OCR: owner unreadable | — | S (partial) | 09/14/2023 | 10/05/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Sep 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 48 | DC | AMERICAN EXPRESS COMPANY HYBRID 07/27/2029 | — | P | 09/20/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Sep 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 49 | SP | METROPOLITAN GOVT NASHVILLE & REV 5% 07/01/30 J | — | P | 09/06/2023 | 09/08/2023 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 50 | SP | PFIZER INC. CMN | — | P | 09/06/2023 | 10/05/2023 | $50,001 - $100,000 | 0.96 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 51 | SP | CROWN CASTLE INTL CORP CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 52 | SP | MC DONALDS CORP CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 53 | SP | CVS HEALTH CORP CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 54 | SP | WASTE MANAGEMENT INC CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 55 | SP | KELLOGG COMPANY CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 56 | SP | NASDAQ INC. CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 57 | SP | MICROSOFT CORPORATION CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 58 | SP | KEURIG DR PEPPER INC CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 59 | SP | ALTRIA GROUP, INC. CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 60 | SP | ESTEE LAUDER COS INC CL-A CMN CLASS A | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 61 | SP | ABBVIE INC CMN | — | P | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 62 | SP | BAXTER INTERNATIONAL INC CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 63 | SP | MERCK & CO., INC. CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 64 | SP | MID-AMERICA APT CMNTYS INC CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 65 | SP | SHELL PLC SPONSORED ADR CMN | — | P | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 66 | SP | THE HERSHEY COMPANY CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 67 | SP | iSHARES, INC.MSCI JAPAN ETF MUTUAL FUND | — | P | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 8, 2023 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 68 | SP | W.R. BERKLEY CORPORATION CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 69 | SP | VERIZON COMMUNICATIONS, INC. CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 70 | SP | BANK OF AMERICA CORP CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 71 | SP | CAMPBELL SOUP CO CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 72 | SP | UNITEDHEALTH GROUP INCORPORATE CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 73 | SP | TELEDYNE TECHNOLOGIES INCORPOR CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 74 | SP | WILLIS TOWERS WATSON PLC CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 75 | SP | THE PROGRESSIVE CORPORATION CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 76 | SP | THE KRAFT HEINZ CO CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 77 | SP | TYSON FOODS INC CL-A CMN CLASS A | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 78 | ? | CORTEVA, INC. CMN CORNING INCORPORATED CMN OCR: owner unreadable, rows merged | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Unknown | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 79 | SP | NEWELL BRANDS INC CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 80 | SP | SENSATA TECHNOLOGIES HOLDING P CMN | — | P | 09/27/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 27, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 81 | SP | 3M COMPANY CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 82 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 09/05/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Sep 5, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 83 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 09/12/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Sep 12, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 84 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 09/14/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Sep 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 85 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 86 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 09/11/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Sep 11, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 87 | SP | DOLLAR GENERAL CORPORATION CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 88 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 09/26/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 26, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 89 | SP | THERMO FISHER SCIENTIFIC INC CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 90 | SP | LIVENT CORPORATION CMN | — | P | 09/21/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Sep 21, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 91 | SP | SBA COMMUNICATIONS CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 09/06/2023 | 10/05/2023 | — | 0.30 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | — | Stock | Reviewnot modelled |
| 92 | SP | CAMDEN PROPERTY TRUST CMN OCR: amount unclear, layout unrecognised | — | P | 09/06/2023 | 10/05/2023 | — | 0.30 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | — | Stock | Reviewnot modelled |
| 93 | SP | GARMIN ITD CMN OCR: amount unclear, layout unrecognised | — | P | 09/06/2023 | 10/05/2023 | — | 0.30 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | — | Stock | Reviewnot modelled |
| 94 | SP | PNC FINANCIAL SERVICES GROUP, CMN OCR: amount unclear, layout unrecognised | — | P | 09/06/2023 | 10/05/2023 | — | 0.30 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | — | Stock | Reviewnot modelled |
| 95 | SP | ASSURANT, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 09/06/2023 | 10/05/2023 | — | 0.30 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | — | Stock | Reviewnot modelled |
| 96 | SP | CHUBB LIMITED CMN OCR: amount unclear, layout unrecognised | — | P | 09/06/2023 | 10/05/2023 | — | 0.30 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | — | Stock | Reviewnot modelled |
| 97 | SP | BROWN & BROWN, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 09/06/2023 | 10/05/2023 | — | 0.30 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | — | Stock | Reviewnot modelled |
| 98 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN OCR: amount unclear, layout unrecognised | — | P | 09/28/2023 | 10/05/2023 | — | 0.30 | —0.00 | BuyBuy | Spouse | Sep 28, 2023 | — | Stock | Reviewnot modelled |
| 99 | SP | FASTENAL COMPANY CMN OCR: amount unclear, layout unrecognised | — | P | 09/06/2023 | 10/05/2023 | — | 0.30 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | — | Stock | Reviewnot modelled |
| 100 | SP | BROWN FORMAN CORP CL B CMN CLASS B OCR: amount unclear, layout unrecognised | — | P | 09/06/2023 | 10/05/2023 | — | 0.30 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | — | Stock | Reviewnot modelled |
| 101 | SP | HEALTHPEAK PROPERTIES INC CMN OCR: amount unclear, layout unrecognised | — | P | 09/06/2023 | 10/05/2023 | — | 0.30 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | — | Stock | Reviewnot modelled |
| 102 | SP | ALISTATE CORPORATION COMMON STOCK OCR: amount unclear, layout unrecognised | — | P | 09/06/2023 | 10/05/2023 | — | 0.30 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | — | Stock | Reviewnot modelled |
| 103 | SP | BAXTER INTERNATIONAL INC CMN OCR: layout unrecognised | — | P | 09/28/2023 | 10/05/2023 | Over $1,000,000 | 0.30 | —0.90 | BuyBuy | Spouse | Sep 28, 2023 | Over $1,000,000mid $1M | Stock | Reviewnot modelled |
| 104 | SP | PHILIP MORRIS INTL INC CMN OCR: amount unclear, layout unrecognised | — | P | 09/06/2023 | 10/05/2023 | — | 0.30 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | — | Stock | Reviewnot modelled |
| 105 | SP | BAXTER INTERNATIONAL INC CMN OCR: amount unclear, layout unrecognised | — | P | 09/27/2023 | 10/05/2023 | — | 0.30 | —0.90 | BuyBuy | Spouse | Sep 27, 2023 | — | Stock | Reviewnot modelled |
| 106 | SP | TARGET CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 09/06/2023 | 10/05/2023 | — | 0.30 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | — | Stock | Reviewnot modelled |
| 107 | SP | PAYPAL HOLDINGS, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 09/06/2023 | 10/05/2023 | — | 0.30 | —0.90 | BuyBuy | Spouse | Sep 6, 2023 | — | Stock | Reviewnot modelled |
| 108 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN OCR: amount unclear, layout unrecognised | — | P | 09/06/2023 | 10/05/2023 | — | 0.30 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | — | Stock | Reviewnot modelled |
| 109 | — | SP OCR: type unclear, layout unrecognised | — | — | — | 09/07/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 110 | — | SP OCR: type unclear, layout unrecognised | — | — | — | 09/19/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 111 | — | SP OCR: type unclear, layout unrecognised | — | — | — | 09/21/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 112 | — | SP OCR: type unclear, layout unrecognised | — | — | — | 09/29/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 113 | — | SP OCR: type unclear, layout unrecognised | — | — | — | 09/27/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 114 | — | SP OCR: type unclear, layout unrecognised | — | — | — | 09/08/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 115 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | — | 09/08/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 116 | — | SP OCR: type unclear, layout unrecognised, date order | — | — | 09/29/2023 | 09/27/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Sep 29, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 117 | — | SP OCR: type unclear, layout unrecognised | — | — | 09/08/2023 | 09/08/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Sep 8, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 118 | — | SP OCR: type unclear, layout unrecognised | — | — | 09/08/2023 | 09/08/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Sep 8, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 119 | — | SP OCR: type unclear, layout unrecognised, date order | — | — | 12/15/2023 | 09/27/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 15, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 120 | — | — OCR: type unclear, asset missing, layout unrecognised, date order | — | — | 11/30/2023 | 09/27/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Nov 30, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 121 | — | SP OCR: type unclear, layout unrecognised, date order | — | — | 10/27/2023 | 09/07/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Oct 27, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 122 | — | SP OCR: type unclear, layout unrecognised, date order | — | — | 11/03/2023 | 09/11/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Nov 3, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 123 | — | SP OCR: type unclear, layout unrecognised, date order | — | — | 11/17/2023 | 09/14/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Nov 17, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 124 | — | SP OCR: type unclear, layout unrecognised, date order | — | — | 11/10/2023 | 09/21/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Nov 10, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 125 | — | SP OCR: type unclear, layout unrecognised | — | — | — | 09/06/2023 | $50,001 - $100,000 | 0.30 | —0.00 | UnknownUnknown | Self | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 126 | — | SP OCR: type unclear, layout unrecognised | — | — | — | 09/06/2023 | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Self | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 127 | SP | BRISTOL-MYERS SQUIBB COMPANY CMN | — | S | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 128 | SP | COCA-COLA COMPANY (THE) CMN | — | S | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | THE0.95 | SellSell | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 129 | SP | WALMART INC CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 130 | SP | COLGATE-PALMOLIVE CO CMN | — | S | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 131 | SP | WELLS FARGO & CO (NEW) CMN | — | S | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | —0.60 | SellSell | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 132 | SP | AMERICAN TOWER CORPORATION CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 133 | SP | CENTENE CORPORATION CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Sep 6, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 134 | SP | REPUBLIC SERVICES INC CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 135 | SP | ELEVANCE HEALTH INC CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 136 | SP | KIMBEREY-CLARK CORPORATION CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 137 | SP | FIDELITY NATL INFO SVCS INC CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 138 | SP | UBS GROUP AG CMN | — | S (partial) | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 139 | SP | THE TRAVELERS COMPANIES, INC CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 140 | SP | PUBLIC STORAGE CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 141 | SP | EXTRA SPACE STORAGE INC. CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 142 | SP | VICI PROPERTIES INC. CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 143 | SP | REALTY INCOME CORPORATION CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 144 | SP | AMCOR PLC CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 145 | SP | AON PUBLIC LIMITED COMPANY CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.89 | —0.00 | PartialPartial sale | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 146 | SP | GENERAL MILLS INC CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 147 | SP | MOTOROLA SOLUTIONS INC CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 148 | SP | BIOGEN INC. CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 149 | SP | NORTHERN TRUST CORP CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 150 | SP | CARRIER GLOBAL CORPORATION CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 151 | SP | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 152 | SP | HORMELFOODSCORPORATIONCMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 153 | SP | AT&T INC. CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 154 | SP | REGIONS FINANCIAL CORPORATION CMN | — | S (partial) | 09/29/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 155 | SP | DEXCOM, INC. CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 156 | SP | GENERAL MOTORS COMPANY CMN | — | S (partial) | 09/27/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Sep 27, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 157 | SP | QUESTDIAGNOSTICSINCORPORATED CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 158 | SP | NEWMONT CORP CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.90 | —0.90 | PartialPartial sale | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 159 | SP | CITIGROUP INC. CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 160 | SP | UNILEVERPLC (NEW)SPONSOREDADR CMN | — | S (partial) | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.60 | PartialPartial sale | Spouse | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 161 | SP | SANOFI SPONSORED ADR CMN | — | S (partial) | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 162 | SP | NVIDIA CORPORATION CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 163 | SP | INCYTE CORPORATION CMN | — | S (partial) | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 164 | SP | T. ROWE PRICE GROUP, INC. CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 165 | SP | STATE STREET CORPORATION (NEW) CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 166 | SP | UDR INC CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 167 | SP | INTL.FLAVORS & FRAGRANCE CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 168 | ? | MICRON TECHNOLOGY, INC. CMN OCR: owner unreadable | — | S (partial) | 09/07/2023 | 10/05/2023 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Sep 7, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 169 | SP | CARDINAL HEALTH, INC. CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 170 | SP | CENCORA INC CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 171 | SP | ALEXANDRIA REAL ESTATE EQUITIES, INc. | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | ARE0.95 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 172 | SP | SOUTHWEST AIRLINES CO CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 173 | SP | SYSCO CORPORATION CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 174 | SP | REGIONS FINANCIAL CORPORATION CMN | — | S (partial) | 09/27/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Sep 27, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 175 | SP | CONAGRA BRANDS INC CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 176 | SP | FMC CORPORATION CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 177 | SP | URBAN OUTFITTERS INC CMN | — | S (partial) | 09/26/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Sep 26, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 178 | SP | DXC TECHNOLOGY COMPANY CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 179 | SP | WALGREENS BOOTS ALLIANCE, INC. CMN | — | S | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 180 | SP | HUMANA INC. CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 181 | SP | LABORATORY CORPORATION OFAMER CMN | — | P | 09/08/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 8, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 182 | SP | HCA HEALTHCARE, INC CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 183 | SP | TARGET CORPORATION CMN | — | P | 09/19/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 19, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 184 | SP | REGALREXNORD CORP CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 185 | SP | UNION PACIFIC CORP, CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 186 | SP | LABORATORY CORPORATION OF AMER CMN | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 187 | SP | EXTRA SPACE STORAGE INC.CMN | — | P | 09/21/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Sep 21, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 188 | SP | LEAR CORPORATION CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 189 | SP | SS&C TECHNOLOGIES HOLDINGS, IN CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 190 | SP | EXTRA SPACE STORAGE INC. CMN | — | P | 09/25/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 25, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 191 | SP | MEDTRONIC PUBLIC LIMITED COMPA CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 192 | SP | LABORATORY CORPORATION OF AMER CMN | — | P | 09/20/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 20, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 193 | SP | EXTRA SPACE STORAGE INC. CMN | — | P | 09/20/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 194 | SP | HONEYWELL INTL iINC CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 195 | SP | EXTRA SPACE STORAGE INC. CMN | — | P | 09/18/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 18, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 196 | SP | FERGUSON PLC CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 197 | SP | LABORATORY CORPORATION OF AMER CMN | — | P | 09/07/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 7, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 198 | SP | WELLS FARGO & CO (NEW) CMN | — | P | 09/13/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.60 | BuyBuy | Spouse | Sep 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 199 | SP | WELLS FARGO & COMPANY HYBRID PERPETUAL | — | P | 09/06/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 6, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 200 | SP | LABORATORY CORPORATION OF AMER CMN | — | P | 09/21/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Sep 21, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 201 | SP | SHERWIN-WILLIAMS CO CMN | — | S (partial) | 09/01/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Sep 1, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 202 | SP | KKR & CO. INC. CMN MARSH & MCLENNAN CO INC CMN OCR: rows merged | — | S (partial) | 09/14/2023 | 10/05/2023 | $1,001 - $15,000 | 0.40 | —0.00 | PartialPartial sale | Spouse | Sep 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 203 | SP | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 09/19/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | THE0.95 | PartialPartial sale | Spouse | Sep 19, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 204 | SP | SHERWIN-WILLIAMS CO CMN | — | S | 09/01/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Sep 1, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 205 | SP | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 09/27/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | THE0.95 | PartialPartial sale | Spouse | Sep 27, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 206 | ? | WALT DISNEY COMPANY (THE) CMN VERIZON COMMUNICATIONS, INC. CMN VERIZON COMMUNICATIONS, INC. CMN OCR: owner unreadable, rows merged | — | S (partial) | 09/29/2023 | 10/05/2023 | $1,001 - $15,000 | 0.40 | THE0.95 | PartialPartial sale | Unknown | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 207 | SP | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 09/20/2023 | 10/05/2023 | $1,001 - $15,000 | 0.95 | THE0.95 | PartialPartial sale | Spouse | Sep 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 208 | SP | WALT DISNEY COMPANY (THE) CMN | — | S | 09/28/2023 | 10/05/2023 | $1,001 - $15,000 | 0.94 | THE0.95 | SellSell | Spouse | Sep 28, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 209 | SP | Eaton Corporation PLC | — | S | 09/29/2023 | 10/03/2023 | $15,001 - $50,000 | 0.99 | ETN0.95 | SellSell | Spouse | Sep 29, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 210 | SP | Target Corp | — | S | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.99 | TGT0.95 | SellSell | Spouse | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 211 | SP | Accenture PLC | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | ACN0.95 | BuyBuy | Spouse | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 212 | SP | Coca-Cola Co | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | KO0.95 | BuyBuy | Spouse | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 213 | SP | ConocoPhillips COM | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Spouse | Sep 29, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 214 | SP | Zoetis Inc | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | ZTS0.95 | BuyBuy | Spouse | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 215 | DC | Eaton Corporation PLC | — | S | 09/29/2023 | 10/03/2023 | $15,001 - $50,000 | 0.99 | ETN0.95 | SellSell | Dependent | Sep 29, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 216 | DC | Target Corp | — | S | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.99 | TGT0.95 | SellSell | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 217 | DC | Accenture PLC | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | ACN0.95 | BuyBuy | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 218 | DC | Coca-Cola Co | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | KO0.95 | BuyBuy | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 219 | ? | ConacoPhilllps COM OCR: owner unreadable | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Sep 29, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 220 | DC | Zoetis Inc | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | ZTS0.95 | BuyBuy | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 221 | DC | Eaton Corporation PLC | — | S | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.99 | ETN0.95 | SellSell | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 222 | DC | Target Corp | — | S | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.99 | TGT0.95 | SellSell | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 223 | DC | Accenture PLC | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | ACN0.95 | BuyBuy | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 224 | DC | Coca-Cola Co | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | KO0.95 | BuyBuy | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 225 | DC | ConocoPhillips COM | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 226 | DC | Zoetis Inc | — | P | 09/29/2023 | 10/03/2023 | $1,001 - $15,000 | 0.98 | ZTS0.95 | BuyBuy | Dependent | Sep 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |