Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jul 8, 2024
- Filing year
- 2024
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 219
- Parser version
- ocr_grid_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 3894
REVIEW OCR 14p, rotation [90]: 219 rows from 13 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 · 219
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 | BOFA FINANCE LLC LINKED TO S&P 500 INDEX | — | P | 06/21/2024 | 07/02/2024 | $100,001 - $250,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 21, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 2 | DC | AMAZON.COM INC CMN | — | P | 06/07/2024 | 07/02/2024 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 7, 2024 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 3 | DC | UBS AG LINKED TO S&P SOO INDEX | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 4 | DC | DANAHER CORPORATION CMN | — | P | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 5 | DC | UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK | — | P | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | UPS0.95 | BuyBuy | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | DC | AMERICAN INTL GROUP, INC. CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 7 | DC | PEPSICO, INC. CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 8 | DC | CVS HEALTH CORP CMN | — | P | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 9 | DC | EEAR CORPORATION CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 10 | DC | CATERPILLAR INC (DELAWARE) CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 11 | DC | LABCORP HOLDINGS INC CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 12 | DC | DEERE & COMPANY CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 13 | DC | UNION PACIFIC CORP. CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | DC | GENERAL MOTORS COMPANY CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | DC | REGAL REXNORD CORP CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 16 | DC | PARKER-HANNIFIN CORP. CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 17 | DC | NASDAQ INC. CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 18 | DC | BANK OF AMERICA CORP CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 19 | DC | CALL/NVDA FLEX EURO PM 1085 EXP 06/07/2024 | — | P | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 20 | DC | CALE/AAPL FLEX EURO PM 18S EXP 06/07/2024 | — | P | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 21 | DC | CALL/NEE FLEX EURO PM @ 7O EXP 06/07/2024 | — | P | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 22 | DC | ROSS STORES,INC CMN | — | S | 06/07/2024 | 07/02/2024 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Dependent | Jun 7, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 23 | DC | APPLE INC. CMN | — | S (partial) | 06/07/2024 | 07/02/2024 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Jun 7, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 24 | DC | GENERAL MOTORS COMPANY CMN | — | S (partial) | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 25 | ? | ALPHABET INC. CMN CLASS A OCR: owner unreadable | — | S (partial) | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Jun 7, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 26 | DC | GEVERNOVALLCCMN | — | S (partial) | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 27 | DC | ALPHABET INC. CMN CLASS A | — | S (partial) | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 28 | DC | INTUITIVE SURGICAL, INC. CMN | — | S (partial) | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 29 | DC | BANK OF AMERICA CORP CMN | — | S (partial) | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 30 | DC | NVIDIA CORPORATION CMN | — | S (partial) | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 31 | DC | ELI LILLY & CO CMN | — | S (partial) | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 32 | DC | CISCO SYSTEMS, INC. CMN | — | S (partial) | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 33 | DC | 'LINDEPLCCMN | — | S (partial) | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 34 | DC | DCPENN ENTERTAINMENT INC CMN | — | S (partial) | 06/21/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Jun 21, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 35 | DC | GENERAL MOTORS COMPANY CMN | — | S (partial) | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | DC | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 06/18/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Jun 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 37 | DC | BANK OF AMERICA CORP CMN | — | S (partial) | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 38 | DC | HCA HEALTHCARE, INC CMN | — | S (partial) | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 39 | DC | ALPHABET INC. CMN CLASS A | — | S (partial) | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 40 | DC | TORONTO DOMINION BANK LINKED TO S&P 5OO INDEX | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 41 | DC | [ ST PAUL MINN GO 5% 05/01/31 MN | — | P | 06/06/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 6, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 42 | SP | BOFA FINANCE LLC LINKED TO S&P SO0 INDEX | — | P | 06/21/2024 | 07/02/2024 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 21, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 43 | SP | ZIMMER BIOMET HOLDINGS INC | — | P | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | ZBH0.95 | BuyBuy | Spouse | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | SP | NCR VOYIX CORP CMN | — | P | 06/27/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Jun 27, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 45 | SP | NCR VOYIX CORP CMN | — | P | 06/24/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Jun 24, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 46 | ? | MICRON TECHNOLOGY, INC. CMN OCR: owner unreadable | — | S (partial) | 06/18/2024 | 07/02/2024 | $15,001 - $50,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Jun 18, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 47 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | S (partial) | 06/05/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Jun 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 48 | SP | PENN ENTERTAINMENT INC CMN | — | S (partial) | 06/21/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Jun 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 49 | ? | BANK OF AMERICA CORP CMN OCR: owner unreadable | — | S (partial) | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 50 | SP | PENN ENTERTAINMENT INC CMN | — | S (partial) | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 51 | — | Fun Assei Name OCR: date unreadable | — | S | — | — | $500,001 - $1,000,000 | 0.30 | —0.00 | SellSell | Self | — | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 52 | SP | PENN ENTERTAINMENT INC CMN | — | S (partial) | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 53 | SP | LVMH MOET HENNESSY LOUIS VUITTON S.A. ADR CMN | — | P | 06/14/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Spouse | Jun 14, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 54 | SP | ZIMMER BIOMET HOEDINGS INC | — | P | 06/04/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Jun 4, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 55 | SP | ZIMMER BIOMET HOLDINGS INC | — | P | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | ZBH0.95 | BuyBuy | Spouse | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | P | 06/10/2024 | 07/02/2024 | $1,001 - $15,000 | 0.92 | BRK-B0.92 | BuyBuy | Spouse | Jun 10, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | SP | SS&C TECHNOLOGIES HOLDINGS, IN CMN | — | P | 06/10/2024 | 07/02/2024 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Jun 10, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 58 | SP | BP P.L.C. SPONSORED ADR CMN | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 59 | SP | RIO TINTO PLC SPONSORED ADR | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 60 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | P | 06/10/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Jun 10, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 61 | SP | SUMITOMO MITSUI FINANCIALGRP SPONSORED ADR CMN : | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 62 | SP | NCR VOYIX CORP CMN | — | P | 06/24/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Jun 24, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 63 | SP | NCR VOYIX CORP CMN | — | P | 06/25/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Jun 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 64 | SP | NCR VOYIX CORP CMN | — | P | 06/28/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Jun 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 65 | SP | NCR VOYIX CORP CMN | — | P | 06/27/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Jun 27, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 66 | SP | CALL/UL FLEX EURO PM @ SO EXP 06/14/2024 | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jun 14, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 67 | SP | CALL/AZN FLEX EURO PM @ 76 EXP 06/14/2024 | — | P | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jun 14, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 68 | SP | PUT/XSP @ 527 EXP 08/30/2024 | — | S | 06/17/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Jun 17, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 69 | SP | PUT/XSP @ 513 EXP 07/26/2024 | — | S | 06/04/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Jun 4, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 70 | SP | @ S19 EXP PUT/XSP 08/16/2024 | — | S | 06/10/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Jun 10, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 71 | SP | MICRON TECHNOLOGY, INC. CMN | — | S | 06/12/2024 | 07/02/2024 | $15,001 - $50,000 | 0.93 | —0.90 | SellSell | Spouse | Jun 12, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 72 | SP | BNP PARIBASSPONSOREDADR CMN | — | S (partial) | 06/14/2024 | 07/02/2024 | $15,001 - $50,000 | 0.97 | —0.00 | PartialPartial sale | Spouse | Jun 14, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 73 | SP | TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS SORDS | — | S | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 74 | SP | PENN ENTERTAINMENT INC CMN | — | S (partial) | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 75 | SP | PENN ENTERTAINMENT INC CMN | — | S (partial) | 06/21/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Jun 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 76 | SP | MICRON TECHNOLOGY, INC. CMN | — | S | 06/18/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Jun 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 77 | SP | ASMI HOLDING N.V. ADR CMN | — | S | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 78 | SP | BANK OFAMERICA CORP CMN | — | S | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Spouse | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 79 | SP | PENN ENTERTAINMENT INC CMN | — | S (partial) | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 80 | SP | IBERDROLASOCIEDADANONIMA SPONSORED ADR CMN | — | S (partial) | 06/14/2024 | 07/02/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Jun 14, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 81 | SP | GENERAL MOTORS COMPANY CMN | — | S (partial) | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 82 | SP | ALPHABET INC, CMN CLASS A | — | S | 06/12/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Jun 12, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 83 | DC | OHIO ST MAJOR NEW ST REV 5% 12/15/24 JD | — | P | 06/06/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 6, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 84 | ? | GE VERNOVA LLC CMN OCR: owner unreadable | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 85 | — | DC HONEYWELL INTL INC CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Self | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 86 | — | BEAVERCREEKOHIO CITYSCHDISTGO 5%12/01/29JD | — | P | 06/07/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Self | Jun 7, 2024 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 87 | — | TRANE TECHNOLOGIES PUBLIC LIM! DC CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | —0.90 | BuyBuy | Self | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 88 | — | DC STEEL OYNAMICS, INC. CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Self | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 89 | — | DC EXXON MOBIL CORPORATION CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Self | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 90 | — | AMERENCORPORATIONCMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Self | Jun 20, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 91 | — | INGERSOLL RAND INC CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | —0.90 | BuyBuy | Self | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 92 | — | PHILLIPS 66 CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.95 | —0.90 | BuyBuy | Self | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 93 | — | XCEL ENERGY INC. CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | —0.90 | BuyBuy | Self | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 94 | — | CHEVRON CORPORATION CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | —0.90 | BuyBuy | Self | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 95 | — | DC FIRSTENERGY CORP. CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | —0.90 | BuyBuy | Self | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 96 | — | LINDE PLC CMN DC | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.93 | —0.00 | BuyBuy | Self | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 97 | — | DC CMS ENERGY CORPORATION CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.93 | —0.90 | BuyBuy | Self | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 98 | — | 30 LENNOX INTERNATIONAL INC CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.93 | —0.90 | BuyBuy | Self | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 99 | — | EATON CORP PLC CMN | — | P | 06/20/2024 | 07/02/2024 | $50,001 - $100,000 | 0.94 | —0.90 | BuyBuy | Self | Jun 20, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 100 | — | DC APPle Inc. CMn | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Self | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 101 | — | EMERSON ELECTRIC CO. CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Self | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 102 | DC | HONEYWELL INTL. INC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 103 | DC | GE VERNOVA LLC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 104 | DC | ROCKWELL. AUTOMATION INC CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 105 | DC | CUMMINS INC COMMON STOCK | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.96 | CMI0.95 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 106 | DC | OHIO ST MAOR NEW ST REV 5% 12/15/24 JD | — | P | 06/18/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 18, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 107 | DC | TRANE TECHNOLOGIES PUBLIC UMI CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 108 | DC | QUANTA SERVICES INC CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 109 | DC | STEEL DYNAMICS, INC, CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 110 | DC | EXXON MOBIL CORPORATION CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 111 | DC | AMEREN CORPORATION CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 112 | DC | MICRON TECHNOLOGY, INC, CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 113 | DC | VERTIV HOLDINGS LLC CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 114 | ? | INGERSOLL RAND INC CMN OCR: owner unreadable | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 115 | DC | CHART INDUSTRIES, INC, CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 116 | DC | PHILLIPS 66 CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 117 | DC | MARTIN MARIETTA MATERIALS,INC CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 118 | DC | CHEVRON CORPORATION CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 119 | DC | XCEL ENERGY INC. CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 120 | DC | FIRSTENERGY CORP, CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 121 | DC | LINDE PLC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 122 | DC | ALPHABET INC. CMN CLASS A | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 123 | DC | CMS ENERGY CORPORATION CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 124 | DC | ALPHABET INC. CMN CIASS A | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 125 | DC | MICROSOFT CORPORATION CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 126 | DC | LENNOX INTERNATIONAL INC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 127 | DC | EATON CORP PLC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 128 | DC | EMERSON ELECTRIC CO.CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 129 | DC | MARVElL TECHNOLOGY, INC. CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 130 | DC | MARVELL TECHNOLOGY,INC. CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 131 | ? | META PLATFORMS INC-CLASS A CMN CLAS5 A OCR: owner unreadable | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 132 | DC | METAPLATFORMS INC-CLASS A CMN CLASS A | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 133 | DC | CUMMINS INC COMMON STOCK | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | CMI0.95 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 134 | DC | ROCKWELL AUTOMATION INC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 135 | DC | ALBEMARLECORP CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 136 | DC | NVIDIA CORPORATION CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 137 | DC | NVIDIA CORPORATION CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 138 | DC | MICRON TECHNOLOGY, INC. CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 139 | DC | MICROSQFT CORPORATION CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 140 | DC | AMAZONCOMINC CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 141 | DC | CROWDSTRIKE HOLDINGS, INC. CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 142 | DC | QUANTA SERVICES INC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 143 | DC | AMAZON.COM INC CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 144 | DC | CHART INDUSTRIES, INC. CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 145 | DC | APPLOVIN CORPORATION CMN CLASS | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 146 | ? | APPLOVIN CORPORATION CMN.CLASS OCR: owner unreadable | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 147 | DC | MARTIN MARIETTA MATERIALS,INC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 148 | DC | VERTIV HOLDINGS LLC CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 149 | DC | OHIO ST ADULT CORRECTIONAL CAP REV 5% 10/01/24 A0 | — | P | 06/07/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 7, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 150 | DC | HAMILTON CNTY OHIO SWR SYS REV REV 5.0000% 12/01/24 JD | — | P | 06/07/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 7, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 151 | DC | ADVANCED MICRO DEVICES, INC. CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 152 | DC | SALESFORCE INC CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 153 | DC | ELASTIC N.V. CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 154 | DC | 'DELL TECHNOLOgIES INC. CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 155 | DC | ADOBE INC CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 156 | DC | SALESFORCE INC CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 157 | DC | DELL TECHNOLOGIES INC. CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 158 | DC | DATADOG, INC. CMN CLASS A | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 159 | DC | ADOBEINC CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 160 | DC | DATADOG, INC. CMN CLASS A | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 161 | DC | APPLIED MATERIALS INC CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 162 | DC | ZSCALER, INC, CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 163 | DC | APPLIED MATERIALSINC CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 164 | DC | CADENCE DESIGN SYSTEMS INC CMN | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 165 | DC | CADENCE DESIGN SYSTEMS INC CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 166 | DC | ALBEMARLE CORP CMN | — | P | 06/24/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 167 | DC | CROWDSTRIKE HOLDINGS,INC. CMN | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 168 | DC | ACCENTURE PLC CMN CLASS A | — | P | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 169 | DC | [ACCENTURE PLC CMN CLASS A | — | P | 06/20/2024 | 07/02/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 170 | DC | COLUMBUS OHIO CITY SCH DIST GO 5% 12/01/26 JD | — | P | 06/06/2024 | 07/02/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 6, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 171 | DC | ZSCALER, INC. CMN | — | P | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 172 | DC | ELASTIC N.V. CMN | — | P | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 173 | DC | MONGODB, INC. CMN | — | P | 06/21/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jun 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 174 | DC | SYNOPSYS INC. CMN | — | P | 06/21/2024 | 07/02/2024 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Dependent | Jun 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 175 | DC | ARISTA NETWORKS, INC. CMN | — | P | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 176 | DC | ARISTA NETWORKS, INC. CMN | — | P | 06/21/2024 | 07/02/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jun 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 177 | DC | SYNOPSYS INC. CMN | — | P | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 178 | DC | SNOWFLAKE INC. CMN CLASS A | — | P | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 179 | DC | SNOWFUAKE INC. CMN CLASS A | — | P | 06/21/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 21, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 180 | DC | BEAVERCREEK OHIO CITY SCH DIST GQ 5% 12/01/32 JD | — | P | 06/07/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 7, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 181 | DC | GITLAB INC CMN | — | P | 06/21/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 182 | DC | GITLAB INC CMN | — | P | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 183 | DC | CLOUdFLARE, INC. CMN CLaSS A | — | P | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 184 | DC | CLOUDFLARE, INC. CMN CLASS A | — | P | 06/21/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 185 | DC | MONGODB, INC. CMN | — | P | 06/20/2024 | 07/02/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 186 | ? | ADVANCED MICRO DEVICES, INC. CMN OCR: owner unreadable | — | S | 06/21/2024 | 07/02/2024 | $15,001 - $50,000 | 0.60 | —0.90 | SellSell | Unknown | Jun 21, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 187 | SP | UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 | — | P | 06/11/2024 | 06/30/2024 | $250,001 - $500,000 | 0.96 | —0.00 | BuyBuy | Spouse | Jun 11, 2024 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 188 | SP | Call (SPX) NcW S&P 500 JUN 21 24 $4600 | — | P | 06/17/2024 | 06/30/2024 | $100,001 - $250,000 | 0.97 | —0.60 | BuyBuy | Spouse | Jun 17, 2024 | $100,001 - $250,000mid $175K | Option | Reviewnot modelled |
| 189 | SP | Call (SPX) New S&P 500 JUN 21 24 $4700 | — | P | 06/17/2024 | 06/30/2024 | $100,001 - $250,000 | 0.97 | —0.60 | BuyBuy | Spouse | Jun 17, 2024 | $100,001 - $250,000mid $175K | Option | Reviewnot modelled |
| 190 | SP | UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 | — | S | 06/26/2024 | 06/30/2024 | $250,001 - $500,000 | 0.98 | —0.00 | SellSell | Spouse | Jun 26, 2024 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 191 | SP | ISHARESTR0-3MNTHTREASRY | — | S | 06/17/2024 | 06/30/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 17, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 192 | SP | Realty Income Corp Com | — | S | 06/17/2024 | 06/30/2024 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Jun 17, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 193 | ? | Meta Platforms Inc Class A OCR: owner unreadable | — | P | 06/17/2024 | 06/30/2024 | $1,001 - $15,000 | 0.60 | META0.92 | BuyBuy | Unknown | Jun 17, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 194 | SP | Diageo ADR | — | S | 06/26/2024 | 06/30/2024 | $1,001 - $15,000 | 0.99 | DEO0.95 | SellSell | Spouse | Jun 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 195 | SP | Hershey Company Com | — | P | 06/26/2024 | 06/30/2024 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Spouse | Jun 26, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 196 | DC | UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 | — | P | 06/11/2024 | 06/30/2024 | $250,001 - $500,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 11, 2024 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 197 | DC | Call (5PX) New S&P 500 JUN 21 24 $4600 | — | P | 06/17/2024 | 06/30/2024 | $100,001 - $250,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 17, 2024 | $100,001 - $250,000mid $175K | Option | not modelled |
| 198 | DC | Call (SPX) New S&P 500 JUN 21 24 $4700 | — | P | 06/17/2024 | 06/30/2024 | $100,001 - $250,000 | 0.96 | —0.60 | BuyBuy | Dependent | Jun 17, 2024 | $100,001 - $250,000mid $175K | Option | Reviewnot modelled |
| 199 | DC | 9/5/2024 | — | S | 06/26/2024 | 06/30/2024 | $250,001 - $500,000 | 0.98 | —0.00 | SellSell | Dependent | Jun 26, 2024 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 200 | DC | ISHARES TR 0-3 MNTH TREASRY | — | S | 06/17/2024 | 06/30/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Jun 17, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 201 | DC | Rcalty Income Carp Com | — | S | 06/17/2024 | 06/30/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Jun 17, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 202 | DC | Meta Platforms Inc Class A | — | P | 06/17/2024 | 06/30/2024 | $1,001 - $15,000 | 0.98 | META0.92 | BuyBuy | Dependent | Jun 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 203 | DC | Diageo ADR | — | S | 06/26/2024 | 06/30/2024 | $1,001 - $15,000 | 0.98 | DEO0.95 | SellSell | Dependent | Jun 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 204 | DC | Hershey Company Com | — | P | 06/26/2024 | 06/30/2024 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Dependent | Jun 26, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 205 | DC | UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 | — | P | 06/11/2024 | 06/30/2024 | $250,001 - $500,000 | 0.97 | —0.00 | BuyBuy | Dependent | Jun 11, 2024 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 206 | DC | Call (SPX) New S&P 500 JUN 21 24 $4600 | — | P | 06/17/2024 | 06/30/2024 | $50,001 - $100,000 | 0.97 | —0.60 | BuyBuy | Dependent | Jun 17, 2024 | $50,001 - $100,000mid $75K | Option | Reviewnot modelled |
| 207 | DC | Call (SPX) New S&P 500 JUN 21 24 $4700 | — | P | 06/17/2024 | 06/30/2024 | $100,001 - $250,000 | 0.97 | —0.60 | BuyBuy | Dependent | Jun 17, 2024 | $100,001 - $250,000mid $175K | Option | Reviewnot modelled |
| 208 | DC | UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 | — | S | 06/26/2024 | 06/30/2024 | $250,001 - $500,000 | 0.98 | —0.00 | SellSell | Dependent | Jun 26, 2024 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 209 | DC | ISHARES TR 0-3 MNTH TREASRY | — | S | 06/17/2024 | 06/30/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Jun 17, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 210 | DC | Realty Income Corp Com | — | S | 06/17/2024 | 06/30/2024 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Dependent | Jun 17, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 211 | DC | Meta Platforms Inc Class A | — | P | 06/17/2024 | 06/30/2024 | $1,001 - $15,000 | 0.98 | META0.92 | BuyBuy | Dependent | Jun 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 212 | ? | Dlageo AbR OCR: owner unreadable | — | S | 06/26/2024 | 06/30/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jun 26, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 213 | DC | Hershey Company Com | — | P | 06/26/2024 | 06/30/2024 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Dependent | Jun 26, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 214 | DC | UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 | — | P | 06/11/2024 | 06/30/2024 | $100,001 - $250,000 | 0.97 | —0.00 | BuyBuy | Dependent | Jun 11, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 215 | DC | Call (SPX) New S&P 500 JUN 21 24 $4600 | — | P | 06/17/2024 | 06/30/2024 | $15,001 - $50,000 | 0.97 | —0.60 | BuyBuy | Dependent | Jun 17, 2024 | $15,001 - $50,000mid $32.5K | Option | Reviewnot modelled |
| 216 | DC | Call (SPX) New 5&P 500 JUN 21 24 $4700 | — | P | 06/17/2024 | 06/30/2024 | $15,001 - $50,000 | 0.97 | —0.60 | BuyBuy | Dependent | Jun 17, 2024 | $15,001 - $50,000mid $32.5K | Option | Reviewnot modelled |
| 217 | DC | UNITED STATES TREAS BILLS ZERO CPN 9/5/2024 | — | P | 06/11/2024 | 06/30/2024 | $500,001 - $1,000,000 | 0.97 | —0.00 | BuyBuy | Dependent | Jun 11, 2024 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 218 | DC | Call (SPX) New S&P 500 JUN 21 24 $4600 | — | P | 06/17/2024 | 06/30/2024 | $50,001 - $100,000 | 0.97 | —0.60 | BuyBuy | Dependent | Jun 17, 2024 | $50,001 - $100,000mid $75K | Option | Reviewnot modelled |
| 219 | ? | Call (SPX) New S&P 500 JUN 21 24 $4700 OCR: owner unreadable | — | P | 06/17/2024 | 06/30/2024 | $50,001 - $100,000 | 0.60 | —0.60 | BuyBuy | Unknown | Jun 17, 2024 | $50,001 - $100,000mid $75K | Option | Reviewnot modelled |