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8220252ParsedOCR

DRo Khanna · House · ptr · filed May 6, 2024

Official filing metadata

Filer (as printed)
Hon. Rohit Khanna
Office (as printed)
CA17
Chamber
House
Filing type
ptr
Filing date
May 6, 2024
Filing year
2024
Document format
pdf_image

Processing (ours)

Status
Parsed
Rows parsed
141
Parser version
ocr_grid_v1
Fetched
Sep 9, 2026
Parsed
Sep 14, 2026
Internal id
3892

REVIEW OCR 25p, rotation [90]: 141 rows from 15 data pages, 10 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 · 141

Left: OCR reading of the scan · Right: normalized
Raw filing rows beside their normalized interpretation
Read from the scan by OCR · check the documentNormalized · our interpretation
#OwnerAssetTickerTypeTx dateNotifiedAmountConf.TickerTypeOwnerTx dateAmountClassFlags
1DCHedge Fund Select: ELT Assoclates LLC Commitment—P04/01/202405/01/2024$500,001 - $1,000,0000.94—0.00BuyBuyDependentApr 1, 2024$500,001 - $1,000,000mid $750KMutual fundnot modelled
2DCGE VERNOVA LLC CMN—P04/05/202405/01/2024$15,001 - $50,0000.95—0.90BuyBuyDependentApr 5, 2024$15,001 - $50,000mid $32.5KStockReviewnot modelled
3DCDANAHER CORPORATION CMN—P04/05/202405/01/2024$15,001 - $50,0000.95—0.90BuyBuyDependentApr 5, 2024$15,001 - $50,000mid $32.5KStockReviewnot modelled
4DCMORGAN STANLEY CMN—P04/05/202405/01/2024$1,001 - $15,0000.93—0.00BuyBuyDependentApr 5, 2024$1,001 - $15,000mid $8KStocknot modelled
5DCNIKE CLASS-B CMN CLASS B—P04/05/202405/01/2024$1,001 - $15,0000.94—0.00BuyBuyDependentApr 5, 2024$1,001 - $15,000mid $8KStocknot modelled
6DCSYSCO CORPORATION CMN—P04/04/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 4, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
7DCSBA COMMUNICATIONS CORPORATION CMN—P04/16/202405/01/2024$1,001 - $15,0000.95—0.90BuyBuyDependentApr 16, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
8DCTEXAS INSTRUMENTS INC, CMN—P04/15/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 15, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
9DCMC DONALDS CORP CMN—P04/05/202405/01/2024$1,001 - $15,0000.94—0.00BuyBuyDependentApr 5, 2024$1,001 - $15,000mid $8KStocknot modelled
10DCSTARBUCKS CORP. CMN—P04/24/202405/01/2024$1,001 - $15,0000.93—0.90BuyBuyDependentApr 24, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
11DCUNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK—P04/05/202405/01/2024$1,001 - $15,0000.94UPS0.95BuyBuyDependentApr 5, 2024$1,001 - $15,000mid $8KStockmodelled
12DCSTARBUCKS CORP. CMN—P04/18/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 18, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
13DCSTARBUCKS CORP, CMN—P04/19/202405/01/2024$1,001 - $15,0000.93—0.90BuyBuyDependentApr 19, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
14DCSTARBUCKS CORP. CMN—P04/25/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 25, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
15DCEXTRA SPACE STORAGE INC, CMN—P04/16/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 16, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
16DCABBOTT LABORATORIES CMN—P04/18/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 18, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
17DCKEYCORP CMN—P04/15/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 15, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
18DCTEXAS INSTRUMENTS INC. CMN
OCR: amount unclear, layout unrecognised
—P04/19/202405/01/2024—0.30—0.90BuyBuyDependentApr 19, 2024—StockReviewnot modelled
19DCCALL/GE FLEX EURO PM @ 1S0 EXP 04/05/2024 CALL/IPM FLEX EURO PM @ 182.5 EXP 04/05/2024
OCR: layout unrecognised, rows merged
—P04/01/202405/01/2024$15,001 - $50,0000.30—0.00BuyBuyDependentApr 1, 2024$15,001 - $50,000mid $32.5KOptionReviewnot modelled
20DCISHARES RUSSELL 1000 VALUE
OCR: amount unclear, layout unrecognised
—S04/09/202405/01/2024—0.30—0.90SellSellDependentApr 9, 2024—EtfReviewnot modelled
21DCGE AEROSPACE CMN
OCR: amount unclear, layout unrecognised
—S04/05/202405/01/2024—0.30—0.00SellSellDependentApr 5, 2024—StockReviewnot modelled
22DCELI LILLY & CO CMN
OCR: layout unrecognised
—S (partial)04/05/202405/01/2024$15,001 - $50,0000.30—0.90PartialPartial saleDependentApr 5, 2024$15,001 - $50,000mid $32.5KStockReviewnot modelled
23DCAPTIV PLC CMN
OCR: layout unrecognised
—S04/05/202405/01/2024$15,001 - $50,0000.30—0.90SellSellDependentApr 5, 2024$15,001 - $50,000mid $32.5KStockReviewnot modelled
24?MARTIN MARIETTA MATERIALS,INC CMN LINDE PLC CMN MARSH & MCLENNAN CO INC CMN MARSH & MCLENNAN CO INC CMN
OCR: owner unreadable, amount unclear, layout unrecognised, date uncertain, rows merged
—S04/26/2024——0.30—0.00SellSellUnknownApr 26, 2024—StockReviewnot modelled
25DCMARSH & MCLENNAN CO iNC CMN PARKER-HANNIFIN CORP. CMN
OCR: amount unclear, layout unrecognised, rows merged
—S04/23/202405/01/2024—0.30—0.00SellSellDependentApr 23, 2024—StockReviewnot modelled
26DCMARSH & MCLENNAN CO INC CMN
OCR: layout unrecognised
—S04/18/202405/01/2024$15,001 - $50,0000.30—0.00SellSellDependentApr 18, 2024$15,001 - $50,000mid $32.5KStockReviewnot modelled
27DCSTRYKER CORPORATION CMN
OCR: amount unclear, layout unrecognised
—S (partial)04/15/202405/01/2024—0.30—0.90PartialPartial saleDependentApr 15, 2024—StockReviewnot modelled
28DCGENERAL MOTORS COMPANY CMN—S (partial)04/19/202405/01/2024$1,001 - $15,0000.93—0.90PartialPartial saleDependentApr 19, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
29DCJCORNING INCORPORATED CMN—S (partial)04/16/202405/01/2024$1,001 - $15,0000.94—0.00PartialPartial saleDependentApr 16, 2024$1,001 - $15,000mid $8KStocknot modelled
30DCJPMORGAN CHASE & CO CMN—P04/26/202405/01/2024$15,001 - $50,0000.96—0.90BuyBuyDependentApr 26, 2024$15,001 - $50,000mid $32.5KStockReviewnot modelled
31DCPHILIP MORRIS INTL INC CMN—P04/26/202405/01/2024$15,001 - $50,0000.95—0.00BuyBuyDependentApr 26, 2024$15,001 - $50,000mid $32.5KStocknot modelled
32DCNIKE CLASS-B CMN CLASS B—P04/26/202405/01/2024$15,001 - $50,0000.95—0.00BuyBuyDependentApr 26, 2024$15,001 - $50,000mid $32.5KStocknot modelled
33DCZOETIS INC. CMN CLASS A—P04/26/202405/01/2024$1,001 - $15,0000.92—0.00BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStocknot modelled
34DCUNITEDHEALTH GROUP INCORPORATE CMN—P04/26/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
35DCTIX COMPANIES INC (NEW) CMN—P04/26/202405/01/2024$1,001 - $15,0000.94—0.60BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
36DCBRISTOL-MYERS SQUIBB COMPANY CMN—P04/26/202405/01/2024$1,001 - $15,0000.95—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
37DCSTARBUCKS CORP. CMN—P04/26/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
38DCCHARTER COMMUNICATIONS, INC. CMN—P04/26/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
39DCMASTERCARD INCORPORATED CMN CLASS A—P04/26/202405/01/2024$1,001 - $15,0000.93—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
40DCCISCO SYSTEMS, INC. CMN—P04/26/202405/01/2024$1,001 - $15,0000.95—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
41DCBIOGEN INC. CMN—P04/26/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
42DCTELEFLEX INC. CMN—P04/26/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
43DCGE VERNOVA LLC CMN—P04/26/202405/01/2024$1,001 - $15,0000.93—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
44DCAON NORTH AMERICA, INC. 5.3% 03/01/2031—P04/02/202405/01/2024$1,001 - $15,0000.93—0.00BuyBuyDependentApr 2, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
45—DC DC dc
OCR: type unclear, amount unclear, layout unrecognised, rows merged
——05/01/2024——0.30—0.00UnknownUnknownSelfMay 1, 2024—UnknownReviewnot modelled
46—DC
OCR: type unclear, amount unclear, layout unrecognised
——05/01/2024——0.30DC0.98UnknownUnknownSelfMay 1, 2024—StockReviewnot modelled
47—DC
OCR: type unclear, amount unclear, layout unrecognised
——04/26/2024——0.30DC0.98UnknownUnknownSelfApr 26, 2024—StockReviewnot modelled
48—DC DC
OCR: type unclear, amount unclear, layout unrecognised, rows merged
——04/26/2024——0.30—0.00UnknownUnknownSelfApr 26, 2024—UnknownReviewnot modelled
49DCTHE TRAVELERS COMPANIES, INC CMN—P04/26/202405/01/2024$1,001 - $15,0000.95—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
50DCHUMANA INC. CMN—P04/26/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
51DCMARKETAXESS HOLDINGS INC. CMN—P04/26/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
52DCSBA COMMUNICATIONS CORPORATION CMN—P04/26/202405/01/2024$1,001 - $15,0000.93—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
53DCPULTEGROUP INC. CMN—P04/26/202405/01/2024$1,001 - $15,0000.92—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
54DCENPHASE ENERGY, INC. CMN—P04/26/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
55DCAON PUBLIC LMITED COMPANY CMN—P04/26/202405/01/2024$1,001 - $15,0000.93—0.00BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStocknot modelled
56DCPARKER-HANNIFIN CORP. CMN—P04/26/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
57DCCORNING INCORPORATED CMN—P04/26/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
58DCREALTY-INCOME CORPORATION CMN—P04/26/202405/01/2024$1,001 - $15,0000.93—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
59DCCVS HEALTH CORP CMN—P04/26/202405/01/2024$1,001 - $15,0000.93—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
60DCROPER TECHNOLOGIES INC CMN—P04/26/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
61DCBROWN FORMAN CORP CL B CMN CLASS B—P04/26/202405/01/2024$1,001 - $15,0000.94—0.00BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStocknot modelled
62DCREGENCY CENTERS CORPORATION—P04/26/202405/01/2024$1,001 - $15,0000.93REG0.95BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockmodelled
63DCBORGWARNER INC. CMN—P04/26/202405/01/2024$1,001 - $15,0000.93—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
64DCEQUITY RESIDENTIAL CMN—P04/26/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
65DCPPG INDUSTRIES, INC. CMN—P04/26/202405/01/2024$1,001 - $15,0000.93—0.90BuyBuyDependentApr 26, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
66DCGILEAD SCIENCES CMN
OCR: type unclear, amount unclear, layout unrecognised
——04/26/202405/01/2024—0.30—0.90UnknownUnknownDependentApr 26, 2024—StockReviewnot modelled
67DCCENTENE CORPORATION CMN
OCR: type unclear, amount unclear, layout unrecognised
——04/26/202405/01/2024—0.30—0.90UnknownUnknownDependentApr 26, 2024—StockReviewnot modelled
68DCWELLS FARGO & CO (NEW) CMN
OCR: type unclear, amount unclear, layout unrecognised
——04/26/202405/01/2024—0.30—0.60UnknownUnknownDependentApr 26, 2024—StockReviewnot modelled
69DCPROLOGIS INC CMN
OCR: type unclear, layout unrecognised
——04/26/202405/01/2024$1,000,001 - $5,000,0000.30—0.90UnknownUnknownDependentApr 26, 2024$1,000,001 - $5,000,000mid $3MStockReviewnot modelled
70DCAVALONBAY COMMUNITIES INC CMN
OCR: type unclear, amount unclear, layout unrecognised
——04/26/202405/01/2024—0.30—0.90UnknownUnknownDependentApr 26, 2024—StockReviewnot modelled
71DCILLINOIS TOOL WORKS CMN
OCR: type unclear, amount unclear, layout unrecognised
——04/26/202405/01/2024—0.30—0.90UnknownUnknownDependentApr 26, 2024—StockReviewnot modelled
72—IQVIA HOLDINGS INC CMN SP—P04/23/202405/01/2024$1,001 - $15,0000.95—0.00BuyBuySelfApr 23, 2024$1,001 - $15,000mid $8KStocknot modelled
73—ALPHABET INC. CMN CLASS A—P04/23/202405/01/2024$1,001 - $15,0000.95—0.00BuyBuySelfApr 23, 2024$1,001 - $15,000mid $8KStocknot modelled
74—SP PAYCOM SOFTWARE, INC. CMN—P04/23/202405/01/2024$1,001 - $15,0000.95—0.90BuyBuySelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
75—SP PROLOGIS INC CMN—P04/23/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuySelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
76—MICROCHIP TECHNOLOGY INCORPORA SP CMN—P04/23/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuySelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
77—SP EXTRA SPACE STORAGE INC. CMN—P04/23/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuySelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
78—LENNAR CORPORATION CMN CLASS A—P04/23/202405/01/2024$1,001 - $15,0000.94—0.00BuyBuySelfApr 23, 2024$1,001 - $15,000mid $8KStocknot modelled
79—SP AIR PRODUCTS & CHEMICALS INC CMN—P04/23/202405/01/2024$1,001 - $15,0000.95—0.90BuyBuySelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
80—SP 3M COMPANY CMN—P04/23/202405/01/2024$1,001 - $15,0000.94—0.00BuyBuySelfApr 23, 2024$1,001 - $15,000mid $8KStocknot modelled
81—LOWES COMPANIES INC CMN—P04/23/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuySelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
82—VERALTO CORPORATION CMN SP—P04/23/202405/01/2024$1,001 - $15,0000.95—0.90BuyBuySelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
83—SP VERISIGN, INC. CMN—P04/23/202405/01/2024$1,001 - $15,0000.95—0.90BuyBuySelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
84—NASDAQ INC. CMN—P04/05/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuySelfApr 5, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
85—SP WELLTOWER, INC. CMN—P04/23/202405/01/2024$1,001 - $15,0000.93—0.90BuyBuySelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
86—SP GENERAL MILLS INC CMN—P04/23/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuySelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
87—SP BANK OF AMERICA CORP CMN—P04/23/202405/01/2024$1,001 - $15,0000.94—0.90BuyBuySelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
88—SP ENPHASE ENERGY, INC. CMN—P04/23/202405/01/2024$1,001 - $15,0000.93—0.90BuyBuySelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
89—SP KROGER COMPANY CMN SP VICI PROPERTIES INC, CMN SP CARMAX, INC, CMN BEST BUY CO INC CMN SP FIRST SOLAR, INC. CMN Sp MGM RESORTS INTERNATIONAL CMN JUNIPER NETWORKS, INC. CMN VERISK ANALYTICS, INC. CMN FORTIVE CORPORATION CMN DAYFORCE INC CMN sp SP DUPONT DE NEMOURS INC CMN CORTEVA, INC. CMN SP SP LAS VEGAS SANDS CORP. CMN SP TAPESTRY, INC. CMN
OCR: type unclear, layout unrecognised, rows merged
——04/23/202405/01/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
90—OLO DOMINION FREIGHT LINE, INC CMN
OCR: type unclear, layout unrecognised
——04/23/202405/01/2024$1,001 - $15,0000.30—0.82UnknownUnknownSelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
91—SP CORNING INCORPORATEO CMN—S (partial)04/29/202405/01/2024$15,001 - $50,0000.96—0.00PartialPartial saleSelfApr 29, 2024$15,001 - $50,000mid $32.5KStocknot modelled
92—SP BANK OF AMERICA CORP CMN—S (partial)04/02/202405/01/2024$1,001 - $15,0000.93—0.90PartialPartial saleSelfApr 2, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
93—APPLIED MATERIALS INC CMN—S (partial)04/23/202405/01/2024$1,001 - $15,0000.95—0.90PartialPartial saleSelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
94—SP AUTODESK, INC. CMN SP S&P GLOBAL INC. CMN
OCR: rows merged
—S04/23/202405/01/2024$1,001 - $15,0000.40—0.00SellSellSelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
95—SP ORACLE CORPORATION CMN—S (partial)04/23/202405/01/2024$1,001 - $15,0000.95—0.90PartialPartial saleSelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
96—BROADCOM INC. CMN—S (partial)04/23/202405/01/2024$1,001 - $15,0000.94—0.90PartialPartial saleSelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
97—SP ABBVIE INC CMN—S (partial)04/23/202405/01/2024$1,001 - $15,0000.95—0.90PartialPartial saleSelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
98—SP TEXAS INSTRUMENIS INC. CMN—S (partial)04/23/202405/01/2024$1,001 - $15,0000.95—0.00PartialPartial saleSelfApr 23, 2024$1,001 - $15,000mid $8KStocknot modelled
99—BECTON, DICKINSON AND COMPANY SP—S04/23/202405/01/2024$1,001 - $15,0000.94—0.90SellSellSelfApr 23, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
100—SP MICRON TECHNOLOGY, INC. CMN—S (partial)04/11/202405/01/2024$1,001 - $15,0000.94—0.90PartialPartial saleSelfApr 11, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
101—SP MSCI INC. CMN—S04/23/202405/01/2024$1,001 - $15,0000.95—0.00SellSellSelfApr 23, 2024$1,001 - $15,000mid $8KStocknot modelled
102—SP D.R. HORTON, INC. CMN—S04/23/202405/01/2024$1,001 - $15,0000.94—0.00SellSellSelfApr 23, 2024$1,001 - $15,000mid $8KStocknot modelled
103—SP FORTINET, INC. CMN—S (partial)04/23/202405/01/2024$1,001 - $15,0000.94—0.90PartialPartial saleSelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
104—SP PHILIP MORRIS INTL INC CMN—S (partial)04/23/202405/01/2024$1,001 - $15,0000.94—0.00PartialPartial saleSelfApr 23, 2024$1,001 - $15,000mid $8KStocknot modelled
105—POOL CORP CMN—S04/23/202405/01/2024$1,001 - $15,0000.94—0.90SellSellSelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
106—SP ELI LILLY & CO CMN—S (partial)04/23/202405/01/2024$1,001 - $15,0000.93—0.90PartialPartial saleSelfApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
107?ON SEMICONDUCTOR CORPORATION CMN J B HUNT TRANS SVCS INC CMN ELECTRONIC ARTS CMN CORNING INCORPORATED CMN CORNING INCORPORATED CMN
OCR: owner unreadable, rows merged
—S04/23/202405/01/2024$1,001 - $15,0000.40—0.00SellSellUnknownApr 23, 2024$1,001 - $15,000mid $8KStockReviewnot modelled
108——
OCR: type unclear, asset missing, layout unrecognised, rows merged
——04/23/202405/01/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 23, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
109——
OCR: type unclear, asset missing, layout unrecognised, rows merged
——04/23/202405/01/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 23, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
110——
OCR: type unclear, asset missing, layout unrecognised
——04/23/202405/01/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 23, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
111——
OCR: type unclear, asset missing, layout unrecognised, rows merged
——04/23/202405/01/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 23, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
112——
OCR: type unclear, asset missing, layout unrecognised, rows merged
——04/23/202405/01/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 23, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
113——
OCR: type unclear, asset missing, layout unrecognised
——04/23/202405/01/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 23, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
114——
OCR: type unclear, asset missing, layout unrecognised
——04/23/202405/01/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 23, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
115——
OCR: type unclear, asset missing, layout unrecognised
——04/23/202405/01/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 23, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
116?LAMb WESTon HoLdINgS, Inc. CMn EPAM SYSTEMS, INC. CMN LULULEMON ATHLETICA INC. CMN AMERICAN TOWER CORPORATION CMN SANOFI SPONSORED ADR CMN UNITED RENTALS, INC. CMN UBER TECHNOLOGIES, INC. CMN DOLLAR TREE STORES, INC. CMN LINCOLN NATL.CORP.INC, CMN
OCR: owner unreadable, type unclear, amount unclear, layout unrecognised, rows merged
——04/23/2024——0.30—0.00UnknownUnknownUnknownApr 23, 2024—StockReviewnot modelled
117?SYSCO CORPORATION CMN TEXAS INSTRUMENTS INC. CMN SBA COMMUNICATIONS CORPORATION CMN
OCR: owner unreadable, type unclear, amount unclear, layout unrecognised, rows merged
——04/04/2024——0.30—0.00UnknownUnknownUnknownApr 4, 2024—StockReviewnot modelled
118—CITIGROUP 1NC. HYBRID 07/24/2028 USD SP
OCR: type unclear, layout unrecognised
——04/16/202405/02/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 16, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
119—JPMORGAN CHASE & CO. HYBRID SP 11/19/2026 USD
OCR: type unclear, layout unrecognised
——04/16/202405/02/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 16, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
120—MORGAN STANLEY HYBRID SP 12/10/2026 USD
OCR: type unclear, layout unrecognised
——04/16/202405/02/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 16, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
121—BANK OF NEW YORK MELLON CORPOR SP HYBRID 04/26/2027 USD
OCR: type unclear, layout unrecognised
——04/16/202405/02/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 16, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
122—BANK OF AMERICA CORPORATION SP HYBR/D 12/20/2028 USD
OCR: type unclear, layout unrecognised
——04/16/202405/02/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 16, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
123—AMERICAN EXPRESS COMPANY 5.85% 11/05/2027 USD
OCR: type unclear, layout unrecognised
——04/16/202405/02/2024$1,001 - $15,0000.30—0.90UnknownUnknownSelfApr 16, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
124—PNC FINANCIAL SERVICES 1.15% SP 08/13/2026 USD THE BANK OF NOVA SCOTIA 4.5% SP 12/16/2025 USD ERP OPERATING LP 2.85% 11/01/2026 USD REALTY INCOME CORP 3.1% SP 12/15/2029 USD
OCR: type unclear, layout unrecognised, rows merged
——04/16/202405/02/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 16, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
125—DOLLAR GENERAL CORPORATION 4.15% 11/01/2025 USD NXP BV/NXP FDG/NXP USA 4.3% 06/18/2029 USD SP SP NETFLIX, 1NC. 5.875% 11/15/2028 USD MITSUBISHI UFJ FINANCIAL GROUP SP 4.05% 09/11/2028 USD AIR PRODUCTS & CHEMICALS 4.75% 02/08/2031 SP
OCR: type unclear, layout unrecognised, rows merged
——04/16/202405/02/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 16, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
126——
OCR: type unclear, asset missing, layout unrecognised
——04/16/202405/02/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 16, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
127——
OCR: type unclear, asset missing, layout unrecognised
——04/16/202405/02/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 16, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
128——
OCR: type unclear, asset missing, layout unrecognised
——04/16/202405/02/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 16, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
129——
OCR: type unclear, asset missing, layout unrecognised
——04/16/202405/02/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 16, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
130——
OCR: type unclear, amount unclear, asset missing, layout unrecognised, rows merged
——04/26/202405/02/2024—0.30—0.00UnknownUnknownSelfApr 26, 2024—UnknownReviewnot modelled
131——
OCR: type unclear, asset missing, layout unrecognised
——04/18/202405/02/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 18, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
132——
OCR: type unclear, asset missing, layout unrecognised
——04/18/202405/02/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 18, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
133——
OCR: type unclear, asset missing, layout unrecognised
——04/23/202405/02/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 23, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
134——
OCR: type unclear, asset missing, layout unrecognised
——04/25/202405/02/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 25, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
135——
OCR: type unclear, asset missing, layout unrecognised
——04/15/202405/02/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 15, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
136——
OCR: type unclear, asset missing, layout unrecognised
——04/01/202405/02/2024$500,001 - $1,000,0000.30—0.00UnknownUnknownSelfApr 1, 2024$500,001 - $1,000,000mid $750KUnknownReviewnot modelled
137——
OCR: type unclear, asset missing, layout unrecognised
——04/01/202405/02/2024$50,001 - $100,0000.30—0.00UnknownUnknownSelfApr 1, 2024$50,001 - $100,000mid $75KUnknownReviewnot modelled
138——
OCR: type unclear, asset missing, layout unrecognised
——04/15/202405/02/2024$1,001 - $15,0000.30—0.00UnknownUnknownSelfApr 15, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
139—Bristol-Myers Squibb Co Com—S04/26/202404/30/2024$1,001 - $15,0000.99—0.90SellSellSelfApr 26, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
140—Bristol-Myers Squibb Co Com—S04/26/202404/30/2024$1,001 - $15,0000.99—0.90SellSellSelfApr 26, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled
141—!Bristol-Myers Squibb Co Com—S04/26/202404/30/2024$1,001 - $15,0000.99—0.90SellSellSelfApr 26, 2024$1,001 - $15,000mid $8KUnknownReviewnot modelled