Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 4, 2024
- Filing year
- 2023
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 155
- Parser version
- ocr_grid_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 3449
REVIEW OCR 11p, rotation [90]: 155 rows from 10 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 · 155
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 | CALL/AMT FLEX EURO PM @ 175 EXP 12/01/2023 | — | P | 12/01/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Dec 1, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 2 | DC | TRUIST FINANCIAL CORPORATION CMN | — | S (partial) | 12/07/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 7, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 3 | DC | CISCO SYSTEMS, INC, CMN | — | S | 12/01/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Dec 1, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 4 | DC | TRUIST FINANCIAL. CORPORATION CMN | — | S (partial) | 12/14/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Dec 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 5 | DC | SENSATA TECHNOLOGIES HOLDING.P CMN | — | P | 12/13/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 6 | DC | ZIMMER BIOMET HOLDINGS INC | — | P | 12/26/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | ZBH0.95 | BuyBuy | Dependent | Dec 26, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | DC | JOHNSON & JOHNSON CMN | — | P | 12/05/2023 | 01/04/2024 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 8 | DC | MC DONALDS CORP CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 9 | DC | GILEAD SCIENCES CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 10 | ? | LOWES COMPANIES INC CMN OCR: owner unreadable | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 11 | DC | PUBLIC STORAGE CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 12 | DC | EDWARDS LIFESCIENCES CORPORATI 1CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 13 | DC | BIOGEN INC. CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | DC | NORTHERN TRUST CORP 3.15% 05/03/2029 USD | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 4, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 15 | DC | ARCHER-DANIELS-MIDLAND COMPANY 1 CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 16 | DC | STATE STREET CORP HYBRID 11/21/2029 | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 4, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 17 | DC | DOW CHEMICAL COMPANY (THE) 4.8% 11/30/2028 USD | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | THE0.95 | BuyBuy | Dependent | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 18 | DC | CORTEVA, INC, CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 19 | DC | FORTINET, INC. CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 20 | DC | WALT DISNEY COMPANY (THE) CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.94 | THE0.95 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 21 | DC | PHILIP MORRIS INTERNATIONAL IN 4.875% 02/15/2028 USD | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 4, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 22 | DC | BOSTON SCIENTIFIC CORP. COMMON STocK | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | BSX0.95 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | DC | AIRBNB, INC, CMN CLASS A HCA HEALtHCARE, INC CMN OCR: rows merged | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 24 | DC | HOLOGIC INCORPORATED CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 25 | DC | KIMBERLY-CLARK CORPORATION CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 26 | DC | TESLA, INC. CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 27 | DC | ELEVANCE HEALTH INC CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 28 | ? | TEXAS INSTRUMENTS INC, CMN OCR: owner unreadable | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 29 | DC | COCA-COLA COMPANY (THE) CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | THE0.95 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 30 | DC | BAXTER INTERNATIONAL INC CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 31 | DC | VICI PROPERTIES INC. CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 32 | DC | PROLOGIS INC CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 33 | DC | SALESFORCE INC CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 34 | DC | BIO-TECHNE CORPORATION CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 35 | DC | ILLUMINa, INC CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | DC | JQVIA HOLDINGS INC CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 37 | DC | ESTEE LAUDER COS INC CL-A CMN CLaSS A | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 38 | DC | EXTRA SPACE STORAGE INC. CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 39 | DC | AMERICAN EXPRESS COMPANY HYBRID 07/27/2029 | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 4, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 40 | DC | QUEST DIAGNOSTICS INCORPORATED Cmn. | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 41 | DC | PFIZER INC. CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 42 | DC | MONSTER BEVERAGE CORPORATION CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 43 | DC | KENVUE INC. CMN | — | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 44 | DC | BRISTOL-MYERS SQUIBB COMPANY CMN | — | S | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 45 | DC | ABBOTT LABORATORIES CMN | — | S (partial) | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 46 | DC | ABBVIE INC CMN | — | S (partial) | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 47 | DC | CISCO SYSTEMS, INC. CMN | — | S (partial) | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 48 | DC | CARRIER GLOBAL CORPORATION CMN | — | S | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 49 | DC | MERCK & CO., INC, CMN | — | S (partial) | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 50 | DC | CVS HEALTH CORP CMN | — | S (partial) | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 51 | DC | PAYPAL HOLDINGS, INC. CMN | — | S (partial) | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 52 | DC | ALtRIA gROUP, INC. CMN | — | S (partial) | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 53 | DC | KEURIG DR PEPPER INC CMN | — | S (partial) | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 54 | DC | PHILIP MORRIS INTL INC CMN | — | S (partial) | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 55 | DC | T. ROWE PRICE GROUP, INC. CMN | — | S | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 56 | ? | STERIS PUBLIC LIMITED COMPANY CMN OCR: owner unreadable | — | S | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 57 | DC | DANAHER CORPCRATION CMN | — | S (partial) | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 58 | DC | THERMO FISHER SCIENTIFIC INC CMN | — | S (partial) | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 59 | DC | DEERE & COMPANY CMN | — | S (partial) | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 60 | DC | REVITY INC CMN | — | S | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 61 | DC | ORACLE CORPORATION CMN | — | S (partial) | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 62 | DC | COMCAST CORPORATION CMN CLASS A VOTING | — | S (partial) | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 63 | DC | AIR PRODUCTS & CHEMICALS INC CMN | — | S | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 64 | DC | CIGNA GROUP/THE CMN | — | S (partial) | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 65 | DC | BECTON, DICKINSON AND COMPANY | — | S (partial) | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 66 | DC | ZIMMER BIOMET HODINGS INC | — | S | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 67 | DC | ALBEMARLE CORP CMN | — | S | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 68 | ? | WARNER BROS DISCOVERY INC CMN OCR: owner unreadable | — | S | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 69 | DC | CHARTER COMMUNICATIONS, INC. CMN | — | S | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 70 | SP | PEPSICO, INC. CMN | — | P | 12/04/2023 | 01/04/2024 | $50,001 - $100,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 4, 2023 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 71 | SP | JOHNSON & JOHNSON CMN | — | P | 12/04/2023 | 01/04/2024 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | Dec 4, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 72 | SP | PFIZER INC, CMN | — | P | 12/04/2023 | 01/04/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 4, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 73 | SP | MC DONALDS CORP CMN | — | P | 12/04/2023 | 01/04/2024 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Dec 4, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 74 | SP | APPLE INC. CMN | — | P | 12/04/2023 | 01/04/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 4, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 75 | SP | DOLLAR GENERAL CORPORATION CMN | — | P | 12/04/2023 | 01/04/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 4, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 76 | SP | WALT DISNEY COMPANY (THE) CMN | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | THE0.95 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 77 | SP | 3M COMPANY CMN | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.85 | —0.00 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 78 | SP | KELLANOVA CMN | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 79 | SP | SENSATA TECHNOLOGIES HOLDING P CMN | — | P | 12/13/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 80 | SP | ZIMMER BIOMET HOLDINGS INC | — | P | 12/26/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | ZBH0.95 | BuyBuy | Spouse | Dec 26, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | SP | ESTEE LAUDER COS INC CL-A CMN CLaSS A | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 82 | SP | THE KRAFT HEINZ CO CMN | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 83 | SP | QUEST DIAGNOSTICS INCORPORATED CMN | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 84 | SP | UNITED PARCEL SERVICE, INC, CLASS B COMMON STOCK | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | UPS0.95 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 85 | SP | LVENT CORPORATION CMN | — | P | 12/06/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Dec 6, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 86 | SP | WALGREENS BOOTS ALLIANCE, INC. CMN | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 87 | SP | THE HOME DEPOT, JNC. CMN | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 88 | SP | CORNING INCORPORATED CMN | — | P | 12/07/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 7, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 89 | SP | DANAHER CORPORATION CMN | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 90 | SP | LABORATORY CORPORATION QF AMER | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 91 | SP | TYSON FOODS INC CL-A CMN CLASS A | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 92 | SP | HENRY SCHEIN INC COMMON STOCK | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | HSIC0.95 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 93 | SP | HORMEL FOODS CORPORATION CMN | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 94 | SP | INCYTE CORPORATION CMN | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 95 | SP | ARCHER-DANIELS-MIDLAND COMPANY CMN | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 96 | SP | BAXTER INTERNATIONAL INC CMN | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 97 | SP | MCCORMICK & CO NON VTg SHRS CMN | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 98 | SP | HCA HEALTHCARE, INC CMN | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 99 | SP | DOLLAR TREE STORES, INC, CMN | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 100 | SP | KIMBERLY-CLARK CORPORATION CMN | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 101 | SP | CENTENE CORPORATION CMN | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 102 | SP | CALL/NGG FLEX EURO PM @ 63 EXP 12/08/2023 | — | P | 12/08/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Dec 8, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 103 | SP | PUT/XSP @ 442 EXP 02/16/2024 | — | S | 12/05/2023 | — | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Dec 5, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 104 | SP | PUT/XSP @ 459 EXP 03/15/2024 | — | S | 12/14/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Dec 14, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 105 | SP | WALMART INC CMN | — | S | 12/04/2023 | 01/04/2024 | $50,001 - $100,000 | 0.97 | —0.90 | SellSell | Spouse | Dec 4, 2023 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 106 | SP | ABBVIE INC CMN | — | S (partial) | 12/04/2023 | 01/04/2024 | $15,001 - $50,000 | 0.97 | —0.90 | PartialPartial sale | Spouse | Dec 4, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 107 | SP | MERCK & CO., INC. CMN | — | S (partial) | 12/04/2023 | 01/04/2024 | $15,001 - $50,000 | 0.97 | —0.90 | PartialPartial sale | Spouse | Dec 4, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 108 | SP | KEURIG DR PEPPER INC CMN | — | S (partial) | 12/04/2023 | 01/04/2024 | $15,001 - $50,000 | 0.97 | —0.90 | PartialPartial sale | Spouse | Dec 4, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 109 | SP | THERMO FISHER SCIENTIFIC INC CMN | — | S (partial) | 12/04/2023 | 01/04/2024 | $15,001 - $50,000 | 0.97 | —0.90 | PartialPartial sale | Spouse | Dec 4, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 110 | SP | BRISTOL-MYERS SQUIBB COMPANY | — | S | 12/04/2023 | 01/04/2024 | $15,001 - $50,000 | 0.97 | BMY0.95 | SellSell | Spouse | Dec 4, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 111 | SP | ALTRIA GROUP, INC, CMN | — | S (partial) | 12/04/2023 | 01/04/2024 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Dec 4, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 112 | SP | CAMPBELL SOUP CO CMN | — | S | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 113 | SP | CVS HEALTH CORP CMN | — | S (partial) | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 114 | SP | REGIONS FINANCIAL CORPORATION | — | S (partial) | 12/07/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | RF0.95 | PartialPartial sale | Spouse | Dec 7, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 115 | SP | PHILP MORRIS INTL INC CMN | — | S (partial) | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 116 | SP | BROWN FORMAN CORP CL B CMN CLASS B | — | S | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 117 | SP | GENERAL MILLS INC CMN | — | S (partial) | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 118 | SP | REGIONS FINANCIAL CORPORATION CMN | — | S (partial) | 12/11/2023 | 01/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 119 | SP | BIOGEN INC. CMN | — | S | 12/04/2023 | — | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 120 | SP | CORTEVA, INC. CMN | — | S | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 121 | SP | PaYPAL HoLdINGS, INC. CMN | — | S | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 122 | SP | KROGER COMPANY CMN | — | S | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 123 | SP | CLOROX CO (THE) (DELAWARE) CMN | — | S | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.94 | THE0.95 | SellSell | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 124 | SP | CIGNA GROUP/THE CMN | — | S (partial) | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 125 | SP | REGIONS FINANCIAL CORPORATION CMN | — | S (partial) | 12/14/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Dec 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 126 | SP | WHIRLPOOL CORP. CMN | — | S | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 127 | SP | OTIS WORLDWIDE CORPORATION CMN | — | S | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 128 | SP | CAMDEN PROPERTY TRUST CMN | — | S | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 129 | SP | UNITED AIRLINES HOLDINGS INC CMN | — | S | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 130 | SP | NORDSON CORPORATION CMN | — | S | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 131 | SP | GLOBAL PAYMENIS INC. CMN | — | S | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 132 | SP | REGIONS FINANCIAL CORPORATION CMN | — | S (partial) | 12/13/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Dec 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 133 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | S (partial) | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | BRK-B0.92 | PartialPartial sale | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 134 | SP | HEALTHPEAK PROPERTIES INC CMN | — | S | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 135 | SP | REGIONS FINANCIAL CORPORATION CMN | — | S (partial) | 12/06/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Dec 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 136 | SP | C.H. ROBINSON WORLDWIDE, INC. CMN | — | S | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.81 | SellSell | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 137 | SP | MODERNA, INC. CMN | — | S | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 138 | SP | ORGANON & CO CMN | — | S | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 139 | SP | WK KELLOGG CO CMN | — | S | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 140 | SP | XCEL ENERGY INC 3.4% 06/01/2030 USD | — | P | 12/04/2023 | 01/04/2024 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Dec 4, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 141 | SP | BERRY GLOBAL INC 1.57% 01/15/2026 USD. | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 142 | SP | NORTHERN TRUST CORP 3.15% 05/03/2029 USD | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Dec 4, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 143 | SP | TRUIST FINANCIAL CORPORATION CMN | — | S (partial) | 12/07/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Dec 7, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 144 | SP | TRUIST FINANCIAL CORPORATION CMN | — | S (partial) | 12/14/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Dec 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 145 | SP | ALPHABET INC. CMN CLASS A | — | S (partial) | 12/07/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Dec 7, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 146 | DC | CANADIAN IMPERIAL BANK OF COMM 5.986% 10/03/2028 | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Dec 4, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 147 | DC | CITIGROUP INC. HYBRID 04/23/2029 | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 4, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 148 | DC | TRUIST FINANCIAL CORPORATION HYBRiD MTN 06/06/2028 USD | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Dec 4, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 149 | DC | AUTONATION INC 4.75% 06/01/2030 USD | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 4, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 150 | DC | MORGAN STANLEY HYBRID MTN 07/22/2028 USD | — | P | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 4, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 151 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised | — | — | 03/07/2024 | — | — | 0.30 | —0.00 | UnknownUnknown | Self | Mar 7, 2024 | — | Unknown | Reviewnot modelled |
| 152 | — | SP OCR: type unclear, amount unclear, layout unrecognised | — | — | 06/06/2024 | — | — | 0.30 | —0.00 | UnknownUnknown | Self | Jun 6, 2024 | — | Unknown | Reviewnot modelled |
| 153 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised | — | — | 03/07/2024 | — | — | 0.30 | —0.00 | UnknownUnknown | Self | Mar 7, 2024 | — | Unknown | Reviewnot modelled |
| 154 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised | — | — | 06/06/2024 | — | — | 0.30 | —0.00 | UnknownUnknown | Self | Jun 6, 2024 | — | Unknown | Reviewnot modelled |
| 155 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised | — | — | 06/06/2024 | — | — | 0.30 | —0.00 | UnknownUnknown | Self | Jun 6, 2024 | — | Unknown | Reviewnot modelled |