Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 6, 2024
- Filing year
- 2024
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 256
- Parser version
- ocr_grid_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 3890
REVIEW OCR 18p, rotation [90]: 256 rows from 17 data pages, 1 pages unread
Reading this page
This filing is a scanned image. The left half of each row below is our OCR reading of it: text read from the page and the box marked in each column. Each row carries a confidence and, where the reading may be wrong, the reason. Check the official document before relying on a row. The right half is our normalized interpretation.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 256
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 | ? | Provide ful name, not ticker synbol. OCR: owner unreadable, date unreadable, layout unrecognised | — | E | — | — | $100,001 - $250,000 | 0.30 | —0.00 | ExchangeExchange | Unknown | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 2 | — | Please sae.the attached OCR: date unreadable, layout unrecognised | — | S | — | — | $15,001 - $50,000 | 0.30 | —0.00 | SellSell | Self | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 3 | DC | CISCO SYStEMS, INC, CMN | — | P | 02/02/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | Feb 2, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 4 | DC | XYLEM INC. CMN | — | P | 02/02/2024 | 03/05/2024 | $1,001 - $15,000 | 0.86 | —0.90 | BuyBuy | Dependent | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 5 | DC | NWD NOIWORIOD COSAS OCR: low text confidence | — | P | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | Feb 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 6 | DC | MORGAN STANLEY CMN | — | P | 02/02/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 7 | DC | KEYCORP CMN | — | P | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Dependent | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 8 | DC | EXTRA SPACE STORAGE INC. CMN | — | P | — | 03/05/2024 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 9 | DC | SYSCO CORPORATION CMN | — | P | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.87 | —0.90 | BuyBuy | Dependent | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 10 | DC | SYSCO CORPORATION CMN | — | P | 02/12/2024 | 03/05/2024 | $1,001 - $15,000 | 0.85 | —0.90 | BuyBuy | Dependent | Feb 12, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 11 | DC | KEYCORP CMN | — | P | 02/05/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Feb 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 12 | DC | KEYCORP CMN | — | P | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Dependent | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 13 | ? | SYSCO CORPORATION CMN OCR: owner unreadable, amount unclear | — | P | 02/22/2024 | 03/05/2024 | — | 0.30 | —0.90 | BuyBuy | Unknown | Feb 22, 2024 | — | Stock | Reviewnot modelled |
| 14 | ? | SYSCO CORPORATION CMN OCR: owner unreadable | — | P | 02/23/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Feb 23, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | DC | CVS HEALTH CORP CMN | — | S | 02/02/2024 | 03/05/2024 | $1,001 - $15,000 | 0.86 | —0.90 | SellSell | Dependent | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 16 | ? | TRUIST FINANCIAL CORPORATION CMN OCR: owner unreadable | — | S | 02/02/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 17 | DC | KKR & CO. INC., CMN | — | S | 02/06/2024 | 03/05/2024 | $1,001 - $15,000 | 0.85 | —0.00 | SellSell | Dependent | Feb 6, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 18 | DC | KKR & CO, INC. CMN | — | S | 02/15/2024 | 03/05/2024 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Feb 15, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 19 | DC | KKR.& CO. INC. CMN OCR: date unreadable | — | S | — | — | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 20 | DC | OLD DOMINION FREIGHT uNE, INc CMN | — | S (partial) | 02/02/2024 | — | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 21 | DC | AMERICAN TOWER CORPORATION CMN | — | S (partial) | 03/05/2024 | — | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 22 | DC | TRLIST FINANCIAL CORPORATION CMN | — | S | 02/01/2024 | — | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 23 | DC | MICROSOFT CORPORATION CMN | — | S (partial) | 02/02/2024 | — | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 24 | ? | ELI LILLY & CO CMN OCR: owner unreadable | — | S (partial) | 03/05/2024 | — | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 25 | ? | LNDE PLC CMn OCR: owner unreadable, date unreadable | — | S (partial) | — | — | $1,001 - $15,000 | 0.30 | —0.00 | PartialPartial sale | Unknown | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 26 | DC | PENN ENTERTAINMENT INC CMN | — | P | 02/15/2024 | — | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Feb 15, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 27 | DC | PENN ENTERTaINMENT INC CMN | — | P | 02/02/2024 | — | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 28 | DC | SYSCO CORPORATION CMN | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 29 | DC | INTL.FLAVORS & FRAGRANCE CMN OCR: date unreadable | — | S | — | — | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 30 | DC | CARTER'S, INC. CMN OCR: date unreadable, low text confidence | — | S (partial) | — | — | $1,001 - $15,000 | 0.30 | —0.00 | PartialPartial sale | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 31 | DC | BERKSHIRE HATHAWAY INC. CLASS B OCR: date unreadable | — | S (partial) | — | — | $1,001 - $15,000 | 0.30 | BRK-B0.92 | PartialPartial sale | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 32 | ? | URBAN OUTFITTERS INC CMN OCR: owner unreadable, date uncertain, low text confidence | — | S (partial) | 02/03/2024 | — | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Feb 3, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 33 | DC | GENERAL MOTORS COMPANY CMN OCR: low text confidence | — | S (partial) | 03/05/2024 | — | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Dependent | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 34 | DC | ELANCO ANIMAL HEALTH INCORPORA CMN | — | S (partial) | 02/22/2024 | — | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Feb 22, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 35 | DC | TRUIST FNANCIAL CORPORATION CMN | — | S (partial) | 02/02/2024 | — | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 36 | DC | THE HOME DEPOT, INC. CMN | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | —0.90 | BuyBuy | Dependent | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 37 | ? | PEPSICo, INC. CMN OCR: owner unreadable | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.60 | —0.90 | BuyBuy | Unknown | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 38 | DC | PFZER INC. CMN | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 39 | DC | WALMART INC CMN | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 40 | DC | CISo SYSTEMS, INC. CNIN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 41 | DC | Class a | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 42 | DC | ZOETIS INC. CMN CLASS A OCR: low text confidence | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 43 | DC | CATERPILLAR INC (DELAWARE) CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 44 | DC | STARBUCKS CORP. CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 45 | ? | REALTY INCOME CORPORATION CMN OCR: owner unreadable | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 46 | DC | TIX COMPANIES INC (NEW) CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.60 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 47 | DC | BECTON, DICKINSON AND COMPANY | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 48 | ? | APTiV PLC CMN OCR: owner unreadable, low text confidence | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 49 | DC | ALBEMARLE CORP CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 50 | DC | JPMORGAN CHASE & CO CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 51 | DC | AON PUBUC UMITED COMPANY CMN | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 52 | DC | CHARTER COMMUNICATIONS, INC. | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.95 | CHTR0.95 | BuyBuy | Dependent | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | DC | MscI Inc. CMn | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Dependent | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 54 | DC | FISERV, INC. CMN | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 55 | ? | SIMON PROPERTY GROUP INC CMN OCR: owner unreadable | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 56 | DC | IDEXX LABORATORIES CMN | — | P | 02/13/2024 | — | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 57 | DC | ANALOG DEVICES, INC. CMN | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 58 | DC | NEtfliX, INc, CMn | — | P | 02/13/2024 | — | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 59 | ? | SYNOPSYS INC, CMN OCR: owner unreadable | — | P | 02/13/2024 | — | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 60 | DC | IAS VEGAS'SANDS CORP, CMN | — | P | 02/13/2024 | — | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 61 | DC | PaYPAL HOLDINGS, INC. CMN | — | P | 02/13/2024 | — | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 62 | DC | ARCHER-DANIELS-MIDLAND COMPANY Cmn | — | P | 02/13/2024 | — | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 63 | DC | THE KRAFT HEINZ CQ CMN | — | P | 02/13/2024 | — | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 64 | DC | WALT DISNEY COMPANY (THE) CMN | — | P | 02/13/2024 | — | $1,001 - $15,000 | 0.96 | THE0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 65 | DC | ON SEMICONDUCTOR CORPORATION CMN | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 66 | ? | TeslA, Inc., CMN OCR: owner unreadable | — | S | 02/13/2024 | — | $15,001 - $50,000 | 0.60 | —0.90 | SellSell | Unknown | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 67 | DC | JOHNSON & JOHNSON CMN | — | S | 02/13/2024 | — | $15,001 - $50,000 | 0.91 | —0.90 | SellSell | Dependent | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 68 | DC | COCA-COLA COMPANY (THE) CMN | — | S | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.90 | THE0.95 | SellSell | Dependent | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 69 | DC | BRISTOL-MYERS SQUIBB COMPANY CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 70 | ? | GILEAD SCIENcES CMN OCR: owner unreadable | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 71 | DC | MC DONALDS CORP CMN OCR: low text confidence | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 72 | DC | MEDTRONIC PUBLIC LMITED COMPA CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.81 | —0.00 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 73 | ? | KIMBERLY-CLARK CORPORATION CMN OCR: owner unreadable | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 74 | DC | AIR PRODUCTS & CHEMICALS INC CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 75 | DC | HUMaNA INC. CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.84 | —0.90 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 76 | DC | DuPONT dE NEMouRS InC GMN OCR: low text confidence | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 77 | DC | MONSTER BEVERAGE CORPORATION CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.86 | —0.90 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 78 | DC | KROGER COMPaNY CMN OCR: low text confidence | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 79 | DC | CARRIER GLOBAL CORPORATION CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 80 | DC | MICROCHIP TECHNOLOGY INCORPORA CMn | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 81 | DC | Juniper NetWORKs, Inc. CMn | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 82 | DC | NEWMONT CORP CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.88 | —0.90 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 83 | DC | AnSys, Inc. CmN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.84 | —0.00 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 84 | ? | CHEMED CORP CMN OCR: owner unreadable | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 85 | DC | BROADRIDGE FINANCIAL SOLUTIONS IN cmn | — | S | 02/13/2024 | — | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 86 | DC | ROCKWELL. AUTOMATION INC CMN | — | S | 03/05/2024 | — | $1,001 - $15,000 | 0.88 | —0.00 | SellSell | Dependent | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 87 | DC | FLEEtcOr TeCHNOLogIEs, INC. CMN | — | S | 02/13/2024 | — | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 88 | ? | SNAP-ON iNC CMN OCR: owner unreadable | — | S | 02/13/2024 | — | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 89 | DC | CARDINAL HEALTH, INC. CMN | — | S | 02/13/2024 | — | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 90 | DC | XELLANOVA CMN | — | S | 02/13/2024 | — | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 91 | ? | PARAMOUNT GLOBAL CMN CLASS B OCR: owner unreadable, date unreadable | — | S | — | — | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Unknown | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 92 | DC | MCCORMICK & CO NON VTG SHRS CMN | — | S | 03/05/2024 | — | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 93 | DC | HP inc. cmn | — | S | 02/13/2024 | — | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 94 | ? | BORGWARNER INC, CMN OCR: owner unreadable | — | S | 02/13/2024 | — | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 95 | DC | WELLTOWER, INC. CMN | — | S | 02/13/2024 | — | $1,001 - $15,000 | 0.89 | —0.90 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 96 | DC | S&P GLOBALING, CMN | — | S | 02/13/2024 | — | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 97 | DC | SBA COMMUNICATIONS CORPORATION CMN | — | S | 02/13/2024 | — | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 98 | ? | WARNER BROS DISCOVERY INC CMN OCR: owner unreadable | — | S | 02/13/2024 | — | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 99 | ? | QUEST DIAGNOSTICS INCORPORATED OCR: owner unreadable | — | S | 02/13/2024 | — | $1,001 - $15,000 | 0.60 | DGX0.95 | SellSell | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 100 | DC | BUNGE GLOBAL SA CMN | — | S | 02/13/2024 | — | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 101 | DC | CROWN HOLDINGS INC CMN | — | S | 02/13/2024 | — | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 102 | SP | PEPSICO, INC. CMN | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 103 | SP | MASTERCARD INCORPORATED CMN GLASS A | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 104 | SP | CISCO SYSTEMS, INC, CMN OCR: low text confidence | — | P | — | 03/05/2024 | $15,001 - $50,000 | 0.60 | —0.90 | BuyBuy | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 105 | SP | MERCK & C., INC. CMN | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.91 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 106 | SP | BRISTOL-MYERS SQUIBB COMPANY CMN | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 107 | SP | PENN ENTERTAINMENT INC CMN | — | P | 02/15/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | Feb 15, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 108 | SP | PENN ENTERTAINMENT' INC CMN | — | P | 02/02/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 2, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 109 | SP | JNIKE CLASS-B CMN CIASS B | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 110 | SP | WALT DISNEY COMPANY (THE) CMN | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.95 | THE0.95 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 111 | SP | S&P GLoeaL INC. CMn | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 112 | SP | ALPHaBET INC, CMN CLASS A | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 113 | SP | APPUED MATERIALS INC CMN | — | P | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 114 | SP | RELX PLC SPONSORED ADR CMN | — | P | 02/09/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | —0.00 | BuyBuy | Spouse | Feb 9, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 115 | SP | AON PUBLIC LMITED CoMPANY CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 116 | SP | BP P.L.C. SPONSORED ADR CMN | — | P | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 117 | SP | ABBVIE INC CMN | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 118 | SP | PENN ENTERTAINMENT INC CMN | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 119 | SP | BECTON, DICXINSON AND COMPANY CMN | — | P | 02/13/2024 | — | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 120 | SP | PENN ENTERTAINMENT INC CMN | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 121 | ? | PENN ENTERTAINMENT INC CMIN OCR: owner unreadable | — | P | 02/07/2024 | — | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Feb 7, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 122 | SP | PENN ENTERTAINMENT INC CMN OCR: date unreadable | — | P | — | — | $1,001 - $15,000 | 0.30 | —0.90 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 123 | SP | PENN ENTERTAINMENT INC CMN | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 124 | SP | EDWARDS LIFESCIENCES CORPORATI CMN | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 125 | SP | CORTEVA, INC. CMN OCR: date unreadable | — | P | — | — | $1,001 - $15,000 | 0.30 | —0.90 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 126 | ? | PENN ENTERTAINMENT INC CMN OCR: owner unreadable | — | P | 02/05/2024 | — | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Feb 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 127 | SP | PALO AlTo NETWORKS INC. CMN | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 128 | SP | PENN ENTERTAINMENT INC CMN | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 129 | SP | PENN ENTERTAINMENT INC CMN | — | P | 02/09/2024 | — | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 130 | SP | COCA-COLA EUROPEAN PARTNERS PL CMN OCR: date unreadable | — | P | — | — | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 131 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 02/23/2024 | — | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 23, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 132 | SP | METTLER-TOLEDO INTL CMN | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 133 | SP | TOPGOLF CALLAWAY BRANDS CORP | — | P | 02/27/2024 | — | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 27, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 134 | SP | THERMO FISHER SCIENTIFIC INC CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 135 | SP | ADOBE INC CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 136 | SP | PENN ENTERTAINMENT INC CMN | — | P | 02/28/2024 | 03/05/2024 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Feb 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 137 | SP | DANAHER CORPORATION CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.86 | —0.90 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 138 | SP | EXPEDIA GROUP INC CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 139 | SP | HCA HEaALTHCarE, INC CMn OCR: date uncertain | — | P | 02/13/2024 | — | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 140 | SP | AIRBNb, INC, CMN CLaSS A | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 141 | SP | UBER TECHNOLOGIES, INC, CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 142 | SP | STMICROELECTRONICS NV ADR CMN | — | P | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.81 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 143 | SP | KENVUE INC. CMIN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 144 | SP | ALIGN TECHNOLOGY, INC CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 145 | SP | COSTAR GROUP, INC. CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 146 | SP | ALTRIA GROUP, INC. CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 147 | SP | DUPONT DE NEMOURS INC CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.87 | —0.90 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 148 | SP | LKQ CORPGRATION CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 149 | SP | LAS VEGAS SANDS GDRP. CMN | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 150 | SP | Iova HoLdInS INC CMN OCR: low text confidence | — | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 151 | SP | DOW INC CMN | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 152 | SP | ECUINIX, INc. REIT | — | P | 02/13/2024 | — | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 153 | SP | MODERNA, INC. CMN | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 154 | SP | BIOGEN INC. CMN OCR: date unreadable | — | P | — | — | $1,001 - $15,000 | 0.30 | —0.90 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 155 | SP | ELECTRONIC ARS CMIN OCR: date unreadable | — | P | — | — | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 156 | SP | IBERDROLA SOCIEDAD ANONIMA SPONSORED ADR CMN | — | P | 02/09/2024 | — | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 157 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 02/28/2024 | — | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 158 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN OCR: date unreadable | — | P | — | — | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 159 | SP | CHF 10 REGD SHS) | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 160 | SP | CMN OCR: low text confidence | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 161 | SP | GOMPASS GROUP PLC SPONSORED ADR CMN | — | P | 02/09/2024 | — | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 162 | SP | CALL/TSM FLEX EURO PM @ 110 EXP tzoz/60/0 | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 163 | ? | CALL/NVO FLEX EURO PM @ 107 EXP 02/09/2024 OCR: owner unreadable, date unreadable | — | P | — | — | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Unknown | — | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 164 | SP | PUT/XSP P 497 EXP 04/0$/2024 | — | S | 02/23/2024 | — | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 23, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 165 | SP | PUT/XSP @ 480 EXP 03/28/2024 OCR: date unreadable | — | S | — | — | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 166 | SP | 489 EXP PUT/XSP 03/22/2024 | — | S | 02/12/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Feb 12, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 167 | SP | EUI UULY & CO CMN | — | S (partial) | 02/13/2024 | 03/05/2024 | $50,001 - $100,000 | 0.98 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2024 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 168 | SP | JOHNSON & JOHNSON CMN | — | S (partial) | 02/13/2024 | 03/05/2024 | $50,001 - $100,000 | 0.92 | —0.90 | PartialPartial sale | Spouse | Feb 13, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 169 | SP | INTLFLAVORS & FRAGRANCE CMN | — | S | 02/21/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | —0.00 | SellSell | Spouse | Feb 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 170 | SP | SALESFORCE INC CMN | — | S (partial) | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 171 | SP | PFIZER INC. CMN | — | S | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 172 | SP | NVIDIA CORPORATION CMN | — | S (partial) | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | —0.90 | PartialPartial sale | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 173 | SP | BErKSHiRe HaThaWaY INc. CLaSS B | — | S (partial) | 02/23/2024 | 03/05/2024 | $15,001 - $50,000 | 0.90 | BRK-B0.92 | PartialPartial sale | Spouse | Feb 23, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 174 | SP | BooKiNg HoLdiNgS IN. CMnN | — | S | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 175 | SP | UNITED PARCEL SERMICE, INC. CLASS B COMMON STOCK | — | S | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.95 | —0.86 | SellSell | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 176 | SP | SEAGATE TECHNOLOGY HOLDIN PLC CMN | — | S | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 177 | SP | CARTER'S, INC. CMN | — | S (partial) | 02/27/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | —0.00 | PartialPartial sale | Spouse | Feb 27, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 178 | SP | GENERAL MILLS INC CMN | — | S | 02/13/2024 | 03/05/2024 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Spouse | Feb 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 179 | SP | NOVO-NORDISK A/S ADR ADR CMN | — | S | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 180 | ? | ZOETIS INC. CMN CLASS A OCR: owner unreadable | — | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 181 | SP | VODAFONE GROUP PLC ADR CMN | — | S | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 182 | SP | REGIONS FINANCIAL, CORPORATiON CMN | — | S (partial) | 02/07/2024 | 03/05/2024 | $1,001 - $15,000 | 0.81 | —0.90 | PartialPartial sale | Spouse | Feb 7, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 183 | SP | AIR PRODUCTS &.CHEMICALS INC CMN | — | S | 03/05/2024 | — | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 184 | SP | CMN | — | S | 02/23/2024 | — | $1,001 - $15,000 | 0.82 | —0.00 | SellSell | Spouse | Feb 23, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 185 | SP | REGIONS FINANCIAL CORPORATION OCR: type unclear | — | — | 03/05/2024 | — | $1,001 - $15,000 | 0.30 | RF0.95 | UnknownUnknown | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 186 | SP | QUEST DIAGNOSTICS INCORPORATED CMN | — | S | 03/05/2024 | — | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 187 | SP | CMN | — | S | 03/05/2024 | — | $1,001 - $15,000 | 0.81 | —0.00 | SellSell | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 188 | SP | 3M COMPANY CMN | — | S | 03/05/2024 | — | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 189 | SP | HUManA INc. CMN OCR: date unreadable, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | —0.90 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 190 | SP | REGIONS FINANCIAL CORPORATION CMN OCR: date unreadable | — | S | — | — | $1,001 - $15,000 | 0.30 | —0.90 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 191 | SP | ARCHER-DANIELS-MIDLAND COMPANY CMN OCR: date unreadable | — | S | — | — | $1,001 - $15,000 | 0.30 | —0.90 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 192 | SP | SCHNEIDER ELECTRIC SE UNSPONSORED ADR (FRANCE) OCR: date unreadable | — | S | — | — | $1,001 - $15,000 | 0.30 | —0.81 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 193 | SP | MERCADOUBRE, INC, CMN | — | S | 02/13/2024 | — | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 194 | SP | URBAN OUTFTITERS INC CMN | — | S | 02/09/2024 | — | $1,001 - $15,000 | 0.81 | —0.00 | SellSell | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 195 | SP | CARTER'S, INC. CMN OCR: type unclear | — | — | 03/05/2024 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 196 | SP | CARTER'S, INC. CMN OCR: type unclear | — | — | 02/21/2024 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Feb 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 197 | SP | CARTER'S, INC. CMN OCR: type unclear, low text confidence | — | — | 03/05/2024 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 198 | SP | CARTER'S, INC. CMN OCR: type unclear | — | — | 02/09/2024 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 199 | SP | WEst PHaRMacEuTIcaL SERVIcES INc OCR: date unreadable, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | WST0.95 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 200 | SP | URBAN OUTHTTERS INC CMN | — | S (partial) | 02/05/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 201 | SP | URBAN OUTHTTERS INC CMN | — | S (partial) | 02/06/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 6, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 202 | SP | ARCADIUM LTHIUM PLC CMN | — | S (partial) | 02/22/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 22, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 203 | SP | URBAN OUTFITIERS INC CMN OCR: low text confidence | — | S (partial) | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Spouse | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 204 | SP | GENERAL MOTORS COMPANY CMN | — | S (partial) | 02/20/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Feb 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 205 | SP | MONOLitHic PovEr SYsteMS, Inc. CMn | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 206 | SP | AXALTA COATING SYSTEMS LTE, CMN | — | S (partial) | 02/07/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Feb 7, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 207 | SP | ADVaNCED MIcRO DEviCEs, INC. CMn | — | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.87 | —0.90 | PartialPartial sale | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 208 | SP | CHURCH & DWIGHT CO., INC, CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 209 | SP | MOLSON COORS BEVERAGE CO CMN CLASS.B | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 210 | SP | ATLASSIAN CORP CMN | — | S | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 211 | SP | FoRtInet, Inc. CMn | — | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 212 | SP | LUIULEMGN ATHLEICA INC, CMN | — | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 213 | SP | ARCADIUM LITHIUM PLC CMN | — | S (partial) | 02/14/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 14, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 214 | SP | ARCADIUM LTHIUM PLC CMN | — | S (partial) | 02/16/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 215 | SP | FREEPORT-MCNIORAN INC CMN | — | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 216 | SP | NEWMONT CORP CMN | — | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 217 | SP | UNILEVER PLC (NEW SPONSORED ADR CMN | — | P | 02/09/2024 | — | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 218 | SP | URBAN OUTFITTERS INC CMN OCR: type unclear | — | — | 02/08/2024 | — | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Feb 8, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 219 | SP | ROYAL CARIBBEAN GROUP ISIN: LR0008862868 | — | P | 02/13/2024 | — | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 220 | SP | URBAN OUTFITTERS INC CMN OCR: type unclear | — | — | 03/05/2024 | — | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 221 | SP | MCCORMICK & CO NON VTG SHRS CMN | — | P | 02/13/2024 | — | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 222 | SP | VERISIGN, INC, CMN | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 223 | SP | ARGADIUM LTHIUM PLC CMN OCR: type unclear, low text confidence | — | — | 03/05/2024 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 224 | SP | HORMEL FOODS CORPORATION CMN | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 225 | SP | KIMBERLY-CLARK CORPORATION CMN OCR: type unclear | — | — | 02/13/2024 | — | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 226 | SP | ALBEMARLE CDRP CMN | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 227 | SP | ARcadIuM uthIuM PLC cMn | — | E | 03/05/2024 | — | $1,001 - $15,000 | 0.87 | —0.00 | ExchangeExchange | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 228 | SP | ISHARES MSCI AUSTRALIA ETF | — | P | 03/05/2024 | — | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 229 | ? | ARCAdIUM UTHIUM PLC CMN OCR: owner unreadable | — | P | 02/21/2024 | — | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Feb 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 230 | SP | AIR PROUUCTS & CHEMICALS 4.75% 02/08/2031 | — | P | 02/20/2024 | — | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | Feb 20, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 231 | ? | WALT DISNEY COMPANY (THE) 2.65% 01/13/2031 USD OCR: owner unreadable | — | P | 03/05/2024 | — | $15,001 - $50,000 | 0.60 | THE0.95 | BuyBuy | Unknown | Mar 5, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 232 | ? | ANTHEM INC 2.55% 03/15/2031 USD OCR: owner unreadable | — | P | 02/20/2024 | 03/05/2024 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Feb 20, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 233 | SP | JOHN DEERE CAPITAL CORPORATION MTN 0.625% 09/10/2024 USD | — | P | 02/20/2024 | 03/05/2024 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 20, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 234 | SP | — OCR: asset missing | — | P | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Spouse | Feb 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 235 | SP | EXTRA SPACE STORAGE INC. CMN | — | P | 02/15/2024 | 03/05/2024 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Feb 15, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 236 | SP | SYSLO CORPORATION CMN | — | P | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 0.82 | —0.00 | BuyBuy | Spouse | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 237 | SP | KEYCORP CMN | — | P | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 238 | SP | SYSCO CORPORATION CMN | — | P | 02/12/2024 | 03/05/2024 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Feb 12, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 239 | SP | SYSCO CORPORATION CMN | — | P | — | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 240 | SP | KEYCORP CMN | — | P | 02/05/2024 | 03/05/2024 | $1,001 - $15,000 | 0.81 | —0.90 | BuyBuy | Spouse | Feb 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 241 | SP | KEYCORP CMN | — | P | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 242 | ? | SYSCO CORPORATION CMN OCR: owner unreadable | — | P | 02/23/2024 | 03/05/2024 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Feb 23, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 243 | SP | KEYCORP CMN | — | P | 02/26/2024 | 03/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 26, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 244 | SP | TRUISF FINANCIAL CORPORATION CMN | — | S (partial) | 02/02/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 245 | SP | KKR & CO. INC. CMN | — | S (partial) | 02/06/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 6, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 246 | SP | KKr & co. Inc. CMn | — | S (partial) | 02/15/2024 | 03/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Feb 15, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 247 | SP | KKR & CO, INC. CMN | — | S (partial) | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 248 | SP | TRLIST FINANCIAL CORPORATION CN! | — | S | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Feb 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 249 | SP | Visa inc | — | P | 02/13/2024 | 02/15/2024 | $1,001 - $15,000 | 0.99 | V0.95 | BuyBuy | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 250 | SP | iShares Tr 0-3 Month Treasury | — | S | 02/13/2024 | 02/15/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Feb 13, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 251 | ? | Visa Inc OCR: owner unreadable | — | P | 02/13/2024 | 02/15/2024 | $1,001 - $15,000 | 0.60 | V0.95 | BuyBuy | Unknown | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 252 | DC | iShares Tr 0-3 Month Treasury | — | S | 02/13/2024 | 02/15/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 253 | DC | Visa Inc | — | P | 02/13/2024 | 02/15/2024 | $1,001 - $15,000 | 0.99 | V0.95 | BuyBuy | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 254 | DC | iShares Tr 0-3 Month Treasury | — | S | 02/13/2024 | 02/15/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Feb 13, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 255 | ? | FPA New income Fund OCR: owner unreadable | — | P | 02/08/2024 | 02/09/2024 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Feb 8, 2024 | $15,001 - $50,000mid $32.5K | Mutual fund | Reviewnot modelled |
| 256 | ? | FPA New Income Fund OCR: owner unreadable | — | P | 02/08/2024 | 02/09/2024 | $100,001 - $250,000 | 0.60 | —0.00 | BuyBuy | Unknown | Feb 8, 2024 | $100,001 - $250,000mid $175K | Mutual fund | Reviewnot modelled |