Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 5, 2024
- Filing year
- 2024
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 259
- Parser version
- ocr_grid_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 3891
REVIEW OCR 18p, rotation [90]: 259 rows from 17 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 · 259
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 | UNITED PARCEL SERVICE, INC, CLASS B COMMON STOCK | — | P | 03/01/2024 | 04/03/2024 | $15,001 - $50,000 | 0.95 | UPS0.95 | BuyBuy | Dependent | Mar 1, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 2 | DC | SBA COMMUNICATIONS CORPORATION CMN | — | P | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 3 | DC | ACCENTURE PLC CMN CLASS A | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 4 | DC | MARVELL TECHNOLOGY, INC. CMN | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 5 | DC | SYSCO CORPORATION CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 6 | DC | AMERICAN TOWER CORPORATION CMN | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 7 | DC | BECTON, DICKINSON AND COMPANY | — | P | 03/21/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Mar 21, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 8 | DC | INTUITIVE SURGICAL, INC. CMN | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 9 | DC | CISCO SYSTEMS, INC. CMN | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 10 | DC | PEPSICO, INC. CMN | — | P | 03/15/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 11 | DC | LEAR CORPORATION CMN | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 12 | DC | EXTRA SPACE STORAGE INC. CMN | — | P | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 13 | DC | CALL/NVDA FLEX EURO PM 590 EXP 03/01/2024 | — | P | 03/01/2024 | 04/03/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Mar 1, 2024 | $15,001 - $50,000mid $32.5K | Option | not modelled |
| 14 | DC | CALL/LLY FLEX EURO PM @ 695 EXP 03/01/2024 | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 15 | DC | CALL/AXP FLEX EURO PM @ 202.5 EXP 03/01/2024 | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 16 | DC | CALL/ISRG FLEX EURO PM 365 EXP 03/01/2024 | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 17 | DC | CALL/ACN FLEX EURO PM @ 355 EXP 03/01/2024 | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 18 | DC | OLD DOMINION FREIGHT LINE, INC CMN | — | S | 03/01/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Dependent | Mar 1, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 19 | DC | NVIDIA CORPORATION CMN | — | S (partial) | 03/01/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Mar 1, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 20 | DC | WELLS FARGO & CO (NEW) CMN | — | S (partial) | 03/18/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.60 | PartialPartial sale | Dependent | Mar 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 21 | DC | PROCTER & GAMBLE COMPANY (THE) CMN | — | S (partial) | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | THE0.95 | PartialPartial sale | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 22 | DC | BERKSHIRE HATHAWAY INC. CLASS B | — | S (partial) | 03/15/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | BRK-B0.92 | PartialPartial sale | Dependent | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | DC | ELI ULLY & CO CMN | — | S (partial) | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 24 | DC | CATERPILLAR INC (DELAWARE) CMN | — | S (partial) | 03/15/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 25 | DC | N V R INC CMN | — | S (partial) | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 26 | DC | N V R INc CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 27 | DC | ROSS STORES,INC CMN | — | S (partial) | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 28 | DC | BORGWARNER INC, CMN | — | S (partial) | 03/18/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Mar 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 29 | DC | KKR & CO. INC. CMN | — | S (partial) | 03/21/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | Mar 21, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 30 | ? | STRYKER CORPORATION CMN OCR: owner unreadable | — | S (partial) | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 31 | DC | BORGWARNER INC. CMN | — | S (partial) | 03/12/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Mar 12, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 32 | DC | MICROSOFT CORPORATION CMN | — | S (partial) | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 33 | DC | BORGWARNER INC. CMN | — | S (partial) | 03/21/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Mar 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 34 | DC | AMERICAN EXPRESS CO. CMN | — | S (partial) | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 35 | DC | BORGWARNER INC.CMN | — | S | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | DC | NASDAQ INC, CMN | — | P | 03/18/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Mar 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 37 | DC | SBA COMMUNICATIONS CORPORATION CMN | — | P | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 38 | DC | NASDAO INC. CMN | — | P | 03/21/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Mar 21, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 39 | DC | NASDAQ INC, CMN | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | DC | NASDAQ INC. CMN | — | P | 03/06/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Mar 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 41 | DC | WELLS FARGO & CO (NEW) CMN | — | S (partial) | 03/18/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.60 | PartialPartial sale | Dependent | Mar 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 42 | DC | TESLA, INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 43 | DC | BRISTOL-MYERS SQUIBB COMPANY CMN | — | P | 03/25/2024 | 04/03/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 44 | DC | GILEAD SCIENCES CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 45 | DC | COCA-COLA COMPANY (THE) CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | THE0.95 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 46 | DC | JOHNSON & JOHNSON CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 47 | DC | PEPSICO, INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 48 | DC | AIR PRODUCTS & CHEMICALS INC CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 49 | DC | HUMANA INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 50 | DC | SUPER MICRO COMPUTER, INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 51 | DC | ESTEE LAUDER COS INC CL-A CMN CLASS A | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 52 | DC | ANSYS, INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 53 | DC | AON PUBLIC LIMITED COMPANY CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 54 | DC | PFIZER INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 55 | DC | TJX COMPANIES INC (NEW) CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 56 | DC | THE HERSHEY COMPANY CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 57 | DC | SYNOPSYS INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 58 | DC | INCYTE CORPORATION CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 59 | DC | VERISIGN, INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 60 | DC | ARCHER-DANIELS-MIDLAND COMPANY CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 61 | DC | HORMEL FOODS CORPORATION CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 62 | DC | ROPER TECHNOLOGIES INC CMN NEWMONT CORP CMN OCR: rows merged | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 63 | DC | VICI PROPERTIES INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 64 | DC | WALMART INC CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 65 | DC | VF CORP CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 66 | DC | BECTON, DICKINSON AND COMPANY CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 67 | DC | MONSTER BEVERAGE CORPORATION CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 68 | DC | KENVUE INC. CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 69 | DC | PHILIP MORRIS INTL INC CMN | — | S | 03/25/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.00 | SellSell | Dependent | Mar 25, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 70 | DC | NIKE CLASS-B CMN CLASS B | — | S (partial) | 03/25/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Mar 25, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 71 | DC | UNITEDHEALTH GROUP INCORPORATE CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 72 | DC | COMCAST CORPORATION CMN CLASS A VOTING | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 73 | DC | ZOETIS INC. CMN CLASS A | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 74 | DC | MONDELEZ INTERNATIONAL, INC. CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 75 | DC | STARBUCKS CORP. CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 76 | DC | PROLOGIS INC CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 77 | DC | APPLE INC. CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 78 | DC | LULULEMON ATHLETICA INC. CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 79 | DC | BIOGEN INC. CMN | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 80 | DC | KEURIG DR PEPPER INC CMN | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 81 | DC | MONOLITHIC POWER SYSTEMS, INC. CMN | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 82 | DC | ARISTA NETWORKS, INC. CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 83 | DC | PALO ALTO NETWORKS INC. CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 84 | DC | APTIV PLC CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 85 | DC | IDEXX LABORATORIES CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 86 | DC | LAS VEGAS SANDS CORP, CMN | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 87 | DC | FIRST SOLAR, INC, CMN | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 88 | DC | BROWN FORMAN CORP CL B CMN CLASS B | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 89 | DC | WHRLPOOL CORP. CMN | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 90 | DC | ENPHASE ENERGY, INC. CMN | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 91 | DC | FACTSET RESEARCH SYSTEMS INC CMN | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 92 | DC | WALGREENS BOOTS ALLIANCE, INC. CMN | — | S | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 93 | DC | CROWN CASTLE INTL CORP CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 94 | DC | ON SEMICONDUCTOR CORPORATION CMN | — | S (partial) | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 95 | SP | IND ST FIN ATH WASTEWATER UTIL REV 5.0000% 10/01/31 A0 | — | P | 03/05/2024 | 04/03/2024 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 5, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 96 | SP | MARYLAND ST GO 5% 03/01/31 MS | — | P | 03/05/2024 | 04/03/2024 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 5, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 97 | SP | JOHNSON & JOHNSON CMN | — | P | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 98 | SP | PFIZER INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 99 | SP | SALESFORCE INC CMN | — | P | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 100 | SP | COSTCO WHOLESALE CORPORATION CMN | — | P | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 101 | SP | UNITED PARCEL SERVICE, INC, CLASS B COMMON STOCK | — | P | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.94 | UPS0.95 | BuyBuy | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 102 | SP | NASDAQ INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 103 | SP | BOOKING HOLDINGS INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 104 | SP | CHARTER COMMUNICATIONS, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 105 | SP | APPLIED MATERIALS INC CMN | — | P | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 106 | SP | MICROSOFT CORPORATION CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 107 | SP | NASDAQ INC. CMN | — | P | 03/06/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 108 | SP | FORD MOTOR COMPANY CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 109 | SP | BANK OF AMERICA CORP CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 110 | SP | MONDELEZ INTERNATIONAL, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 111 | SP | CHURCH & DWIGHT CO., INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 112 | SP | ZOETIS INC. CMN CLASS A | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 113 | ? | NASDAQ INC. CMN OCR: owner unreadable | — | P | 03/21/2024 | 04/03/2024 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Mar 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 114 | SP | NASDAQ INC. CMN | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 115 | SP | NASDAQ INC. CMN | — | P | 03/15/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 116 | SP | BROADCOM INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 117 | ? | PARKER-HANNIFIN CORP, CMN AUTODESK, INC. CMN OCR: owner unreadable, rows merged | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Unknown | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 118 | SP | TEXAS INSTRuMENTS INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 119 | SP | AIR PRODUCTS & CHEMICALS INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 120 | SP | ALTRIA GROUP, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 121 | SP | CISCO SYSTEMS, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 122 | SP | ROYAL CARIBBEAN GROUP ISIN: LR0008862868 | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 123 | SP | SUPER MICRO COMPUTER, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 124 | SP | PEPSICO, INC, CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 125 | SP | STMICROELECTRONICS NV ADR CMN | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.81 | BuyBuy | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 126 | SP | FORTINET, INC, CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 127 | SP | POOL CORP CMN TOPGOLF CALLAWAY BRANDS CORP CMN OCR: type unclear, rows merged | — | — | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 128 | ? | PENN ENTERTAINMENT INC CMN NATIONAL GRID PLC SPONSORED ADR CMN MONOLITHIC POWER SYSTEMS, INC. CMN NASDAQ INC. CMN OCR: owner unreadable, rows merged | — | P | 03/06/2024 | 04/03/2024 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Unknown | Mar 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 129 | SP | NASDAQ INC. CMN | — | P | 03/27/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 27, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 130 | SP | FAIR ISAAC INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 131 | SP | NASDAQ INC. CMN | — | P | 03/18/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 132 | SP | NASDAQ INC. CMN | — | P | 03/11/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 11, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 133 | SP | NASDAQ INC. CMN | — | P | 03/07/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 7, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 134 | SP | KONINKLIJKE AHOLD N.V. SPONSORED ADR CMN | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 135 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 03/11/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Mar 11, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 136 | SP | PALO ALTO NETWORKS INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 137 | SP | PENN ENTERTAINMENT INC CMN | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 138 | SP | PENN ENTERTAINMENT INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 139 | SP | PENN ENTERTAINMENT INC CMN | — | P | 03/19/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 19, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 140 | SP | HUMANA INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 141 | SP | ANSYS, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 142 | SP | MARRIOTT INTERNATIONAL, INC CMN CLasS A | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 143 | SP | THE HERSHEY COMPANY CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 144 | SP | PPG INDUSTRIES, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 145 | SP | AIRBNB, INC. CMN CLASS A | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 146 | SP | MASTERCARD INCORPORATED CMN CLASS A | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 147 | SP | PACCAR INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 148 | SP | MICRON TECHNOLOGY, INC, CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 149 | SP | CAESARS ENTERTAINMENT INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 150 | SP | APTIV PLC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 151 | SP | NXP SEMICONDUCTORS N.V. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.81 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 152 | SP | CARNIVAL CORPORATION CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 153 | SP | D.R. HORTON, INC, CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 154 | SP | KENVUE INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 155 | SP | LULULEMON ATHLETICA INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 156 | SP | LAM RESEARCH CORPORATION CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 157 | SP | LAMB WESTON HODINGS, INC. CMN ARCHER-DANIELS-MIDLAND COMPANY CMN OCR: rows merged | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 158 | SP | WALMART INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 159 | SP | PARAMOUNT GLOBAL CMN CLASS B | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 160 | SP | WARNER BROS DISCOVERY INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 161 | SP | MONSTER BEVERAGE CORPORATION CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 162 | SP | COPART, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 163 | SP | CLOROX CO (THE) (DELAWARE) CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | THE0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 164 | SP | NIKE CUASS-B CMN CLASS B | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 165 | SP | WYNN RESORTS, LIMITED CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.87 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 166 | SP | JABIL INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 167 | SP | ESTEE LAUDER COS INC CL-A CMN CLASS A | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 168 | SP | ON SEMICONDUCTOR CORPORATION CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 169 | SP | WEST PHARMACEUTICAL SERVICES INC | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | WST0.95 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 170 | SP | INTUITIVE SURGICAL, INC, CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 171 | SP | HSBC HOLDINGS PLC SPONSORED ADR CMN | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 172 | SP | PHILIP MORRIS INTL INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 173 | SP | KIMBERLY-CLARK CORPORATION CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 174 | SP | ADOBE INC CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 175 | SP | PENN ENTERTAINMENT INC CMN | — | P | 03/27/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 27, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 176 | SP | UNITED RENTALS, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 177 | SP | UBER TECHNOLOGIES, INC. CMN | — | P | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 178 | SP | NASDAQ INC. CMN | — | P | 03/26/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 26, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 179 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | P | 03/12/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 12, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 180 | SP | PENN ENTERTAINMENT INC CMN | — | P | 03/15/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 181 | SP | CALL/TSM FLEX EURO PM @ 112.5 EXP 03/08/2024 | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 182 | SP | CALL/NVO FLEX EURO PM @ 117.5 EXP 03/08/2024 | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 183 | SP | CALL/CRH FLEX EURO PM @ 73 EXP 03/08/2024 | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 184 | SP | CALL/EWJ FLEX EURO PM @ 70 EXP 03/08/2024 | — | P | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 185 | SP | PUT/XSp @ 495 EXP 04/30/2024 | — | S | 03/06/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Mar 6, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 186 | SP | PUT/XSP @ 500 EXP 05/17/2024 | — | S | 03/13/2024 | 04/03/2024 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Mar 13, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 187 | SP | PUT/XSP @ 509 EXP 05/31/2024 | — | S | 03/28/2024 | 04/03/2024 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Mar 28, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 188 | SP | @ 510 EXP PUT/XSP 05/03/2024 | — | S | 03/21/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Mar 21, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 189 | SP | PROCTER & GAMBLE COMPANY (THE) CMN | — | S | 03/20/2024 | 04/03/2024 | $50,001 - $100,000 | 0.96 | THE0.95 | SellSell | Spouse | Mar 20, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 190 | SP | COMCAST CORPORATION CMN CLASS A VOTING | — | S | 03/20/2024 | 04/03/2024 | $50,001 - $100,000 | 0.96 | —0.00 | SellSell | Spouse | Mar 20, 2024 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 191 | SP | TESLA, INC. CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $50,001 - $100,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Mar 20, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 192 | SP | INTEL CORPORATION CMN | — | S | 03/20/2024 | 04/03/2024 | $50,001 - $100,000 | 0.96 | —0.90 | SellSell | Spouse | Mar 20, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 193 | SP | SERVICENOW INC CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 194 | SP | CHIPOTLE MEXICaN GRIlL, INC. CMN | — | S | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 195 | SP | ORACLE CORPORATION CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 196 | — | Foll Am OCR: date unreadable, low text confidence | — | S | — | — | $500,001 - $1,000,000 | 0.30 | —0.00 | SellSell | Self | — | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 197 | SP | STARBUCKS CORP. CMN | — | S | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 198 | SP | FEDEX CORPORATION CMN | — | S | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 199 | SP | ECOLAB INC. CMN | — | S | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 200 | SP | MORGAN STANLEY CMN | — | S | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.00 | SellSell | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 201 | SP | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 03/15/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Mar 15, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 202 | SP | APPLE INC. CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 203 | SP | MCDONALDS CORP CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 204 | SP | MCKESSON CORPORATION CMN | — | S | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 205 | SP | TOPGOLF CALLAWAY BRANDS CORP CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $15,001 - $50,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Mar 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 206 | SP | NVIDIA CORPORATION CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 207 | SP | WALGREENS BOOTS ALLIANCE, INC. CMN | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 208 | SP | CORNING 1NCORPORATED CMN | — | S (partial) | 03/07/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Mar 7, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 209 | SP | GENERAL MOTORS COMPANY CMN | — | S (partial) | 03/19/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Mar 19, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 210 | SP | CRH PUBLIC UMITED COMPANY CMN | — | S (partial) | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 211 | SP | THE KRAFT HEINZ CO CMN | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 212 | SP | ASML HOLDING N.V. ADR CMN | — | S (partial) | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 213 | SP | BIOGEN INC. CMN | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 214 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | S (partial) | 03/15/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 215 | SP | SCHNEIDER ELECTRIC SE UNSPONSORED ADR (FRANCE) | — | S (partial) | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.81 | PartialPartial sale | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 216 | SP | ABB LTD SPONSORED ADR CMN | — | S (partial) | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 217 | SP | UNITED STATES STEEL CORP CMN | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 218 | SP | LABORATORYCORPORATIONOFAMER CMN | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 219 | SP | MODERNA, INC. CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 220 | SP | LAS VEGAS SANDS CORP. CMN | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 221 | SP | ENPHASE ENERGY, INC. CMN | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 222 | SP | VICI PROPERTIES INC. CMN | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 223 | SP | BP P.L.C. SPONSORED ADR CMN | — | S (partial) | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 224 | SP | KEURIG DR PEPPER INC CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 225 | SP | CORNING INCORPORATED CMN | — | S (partial) | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 226 | SP | TAIWAN SEMICONDUCTOR MFG ADS LTDADS 1ADSEQUALS5ORDS | — | S (partial) | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 227 | SP | DOLLAR TREE STORES, INC, CMN | — | S (partial) | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 228 | SP | MONGODB, INC. CMN | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 229 | SP | TAKE TWO INTERACTIVE SQFTWARE INC | — | S | 03/20/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.87 | SellSell | Spouse | Mar 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 230 | SP | U.S. TREASURY NOTE 4.000000% 02/29/2028 FA | — | P | 03/15/2024 | 04/03/2024 | $100,001 - $250,000 | 0.95 | —0.00 | BuyBuy | Spouse | Mar 15, 2024 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 231 | SP | SBA COMMUNICATIONS CORPORATION CMN | — | P | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 232 | SP | JPMORGAN CHASE & CO. HYBRID PERPETUAL | — | P | 03/05/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 5, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 233 | SP | JPMORGAN CHASE & CO. HYBRID PERPETUAL | — | P | 03/26/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Mar 26, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 234 | SP | STATE STREET CORPORATION HYBRID PERPETUAL | — | P | 03/26/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 26, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 235 | SP | SYSCO CORPORATION CMN | — | P | 03/25/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 236 | SP | SEMPRA HYBRID 10/01/2054 | — | P | 03/26/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 26, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 237 | SP | EXTRA SPACE STORAGE INC. CMN | — | P | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 238 | SP | WELLS FARGO & CO (NEW) CMN | — | S (partial) | 03/18/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.60 | PartialPartial sale | Spouse | Mar 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 239 | SP | BERKSHIRE HATHAWAY INC, CLASS B | — | S (partial) | 03/15/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | BRK-B0.92 | PartialPartial sale | Spouse | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 240 | SP | BORGWARNER INC. CMN | — | S (partial) | 03/08/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Mar 8, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 241 | SP | BORGWARNER INC. CMN | — | S (partial) | 03/18/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Mar 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 242 | SP | CATERPILLAR INC (DELAWARE) CMN | — | S (partial) | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 243 | SP | STRYKER CORPORATION CMN | — | S (partial) | 03/22/2024 | 04/03/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 244 | SP | BORGWARNER INC, CMN | — | S (partial) | 03/12/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Mar 12, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 245 | SP | KKR & CO. INC. CMN | — | S (partial) | 03/21/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Mar 21, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 246 | SP | BORGWARNER INC. CMN | — | S | 03/21/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Mar 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 247 | DC | OHIO STFOR ISSUES DTD PRIOR GO 5.0000% 09/01/24 MS | — | P | 03/01/2024 | 04/03/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Mar 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 248 | DC | 0HIO ST GO 5% 09/15/24 MS | — | P | 03/15/2024 | 04/03/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Mar 15, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 249 | SP | United States Treasury Bill Zero CPN 5/30/2024 | — | P | 03/01/2024 | 03/04/2024 | $250,001 - $500,000 | 0.97 | —0.00 | BuyBuy | Spouse | Mar 1, 2024 | $250,001 - $500,000mid $375K | Bond | not modelled |
| 250 | SP | Booking Holdings Inc Com | — | P | 03/12/2024 | 03/14/2024 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Spouse | Mar 12, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 251 | SP | Braadcom Inc Com | — | S | 03/12/2024 | 03/14/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Mar 12, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 252 | DC | United States Treasury Bill Zero CPN 5/30/2024 | — | P | 03/01/2024 | 03/04/2024 | $250,001 - $500,000 | 0.97 | —0.00 | BuyBuy | Dependent | Mar 1, 2024 | $250,001 - $500,000mid $375K | Bond | not modelled |
| 253 | DC | Booking Holdings inc Com | — | P | 03/12/2024 | 03/14/2024 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Dependent | Mar 12, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 254 | DC | Braadcom Inc Com | — | S | 03/12/2024 | 03/14/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Mar 12, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 255 | ? | United States freasury Bill Zero CPN 5/30/2024 OCR: owner unreadable | — | P | 03/01/2024 | 03/04/2024 | $250,001 - $500,000 | 0.60 | —0.00 | BuyBuy | Unknown | Mar 1, 2024 | $250,001 - $500,000mid $375K | Bond | Reviewnot modelled |
| 256 | DC | Booking Holdings Inc Com | — | P | 03/12/2024 | 03/14/2024 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Dependent | Mar 12, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 257 | DC | Broadcom Inc Com | — | S | 03/12/2024 | 03/14/2024 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Dependent | Mar 12, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 258 | ? | United States Treasury Bill Zero CPN 5/30/2024 OCR: owner unreadable | — | P | 03/01/2024 | 03/04/2024 | $100,001 - $250,000 | 0.60 | —0.00 | BuyBuy | Unknown | Mar 1, 2024 | $100,001 - $250,000mid $175K | Bond | Reviewnot modelled |
| 259 | DC | United States Treasury Blll Zero CPN 5/30/2024 | — | P | 03/01/2024 | 03/04/2024 | $500,001 - $1,000,000 | 0.97 | —0.00 | BuyBuy | Dependent | Mar 1, 2024 | $500,001 - $1,000,000mid $750K | Bond | not modelled |