Official filing metadata
- Filer (as printed)
- Hon. Greg Landsman
- Office (as printed)
- OH01
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 14, 2024
- Filing year
- 2024
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 91
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3909
Reading this page
The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 91
Left: official, as printed · Right: normalized
| Official · as printed in the filing | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | SP | Adobe Inc. - Common Stock (ADBE) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | ADBE | P | 01/12/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | ADBE0.98 | BuyBuy | Spouse | Jan 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | SP | Adobe Inc. - Common Stock (ADBE) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | ADBE | P | 05/23/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | ADBE0.98 | BuyBuy | Spouse | May 23, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | SP | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | GOOGL | S (partial) | 05/29/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | GOOGL0.98 | PartialPartial sale | Spouse | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | GOOGL | P | 10/12/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | GOOGL0.98 | BuyBuy | Joint | Oct 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | GOOGL | S | 12/14/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | GOOGL0.98 | SellSell | Joint | Dec 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | AMZN | P | 04/12/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | AMZN0.98 | BuyBuy | Joint | Apr 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | AMZN | P | 06/03/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | AMZN0.98 | BuyBuy | Joint | Jun 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | SP | Ameriprise Financial, Inc. Common Stock (AMP) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | AMP | P | 01/12/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | AMP0.98 | BuyBuy | Spouse | Jan 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Ameriprise Financial, Inc. Common Stock (AMP) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | AMP | P | 01/18/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | AMP0.98 | BuyBuy | Joint | Jan 18, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Ameriprise Financial, Inc. Common Stock (AMP) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | AMP | S | 04/24/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | AMP0.98 | SellSell | Joint | Apr 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Analog Devices, Inc. - Common Stock (ADI) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | ADI | P | 04/24/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | ADI0.98 | BuyBuy | Joint | Apr 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Analog Devices, Inc. - Common Stock (ADI) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | ADI | S | 05/30/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | ADI0.98 | SellSell | Joint | May 30, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | SP | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | AAPL | P | 06/06/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Spouse | Jun 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | SP | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | AAPL | S (partial) | 05/29/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Spouse | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | SP | BlackRock, Inc. Common Stock (BLK) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | BLK | P | 01/12/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | BLK0.98 | BuyBuy | Spouse | Jan 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | BlackRock, Inc. Common Stock (BLK) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | BLK | P | 02/02/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | BLK0.98 | BuyBuy | Joint | Feb 2, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | BlackRock, Inc. Common Stock (BLK) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | BLK | S | 03/09/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | BLK0.98 | SellSell | Joint | Mar 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | CDNS | P | 11/16/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | CDNS0.98 | BuyBuy | Joint | Nov 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | SP | Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | CDNS | P | 11/15/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | CDNS0.98 | BuyBuy | Spouse | Nov 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | CDNS | S | 04/12/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | CDNS0.98 | SellSell | Joint | Apr 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | SP | Cencora, Inc. Common Stock (COR) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | COR | P | 05/29/2024 | 08/08/2024 | $15,001 - $50,000 | 1.00 | COR0.98 | BuyBuy | Spouse | May 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 22 | SP | Cheniere Energy, Inc. Common Stock (LNG) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | LNG | P | 09/19/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | LNG0.98 | BuyBuy | Spouse | Sep 19, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | SP | Costco Wholesale Corporation - Common Stock (COST) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | COST | P | 01/12/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | COST0.98 | BuyBuy | Spouse | Jan 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Costco Wholesale Corporation - Common Stock (COST) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | COST | P | 05/15/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | COST0.98 | BuyBuy | Joint | May 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | CRWD | S | 05/02/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | CRWD0.98 | SellSell | Joint | May 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | SP | CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | CRWD | P | 05/23/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | CRWD0.98 | BuyBuy | Spouse | May 23, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | CRWD | P | 12/18/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | CRWD0.98 | BuyBuy | Joint | Dec 18, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Diamondback Energy, Inc. - Common Stock (FANG) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | FANG | S | 01/18/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | FANG0.98 | SellSell | Joint | Jan 18, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Diamondback Energy, Inc. - Common Stock (FANG) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | FANG | P | 10/18/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | FANG0.98 | BuyBuy | Joint | Oct 18, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Diamondback Energy, Inc. - Common Stock (FANG) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | FANG | S | 11/16/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | FANG0.98 | SellSell | Joint | Nov 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Diamondback Energy, Inc. - Common Stock (FANG) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | FANG | P | 07/17/2024 | 08/08/2024 | $15,001 - $50,000 | 1.00 | FANG0.98 | BuyBuy | Joint | Jul 17, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 32 | JT | Dollar General Corporation Common Stock (DG) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | DG | S | 01/18/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | DG0.98 | SellSell | Joint | Jan 18, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | LLY | P | 01/18/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Joint | Jan 18, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | LLY | S | 02/02/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | LLY0.98 | SellSell | Joint | Feb 2, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | LLY | P | 05/11/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Joint | May 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | LLY | S (partial) | 06/03/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | Jun 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | SP | Estee Lauder Companies, Inc. (EL) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | EL | S | 08/15/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | EL0.98 | SellSell | Spouse | Aug 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | SP | Exxon Mobil Corporation Common Stock (XOM) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | XOM | S | 05/29/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | XOM0.98 | SellSell | Spouse | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Honeywell International Inc. (HON) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | HON | S | 01/18/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | HON0.98 | SellSell | Joint | Jan 18, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Horizon Pharma [OT] filing_status: New | subholding_of: Rockefeller Capital Management (1) | location: US | description: ADR Stock | — | P | 01/18/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Jan 18, 2023 | $1,001 - $15,000mid $8K | Other | not modelled |
| 41 | JT | Horizon Pharma [OT] filing_status: New | subholding_of: Rockefeller Capital Management (1) | location: US | description: ADR Stock | — | S | 02/01/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | Feb 1, 2023 | $1,001 - $15,000mid $8K | Other | not modelled |
| 42 | SP | Horizon Therapeutics Public Limited Company - Ordinary Shares (HZNP) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | HZNP | S | 02/03/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Spouse | Feb 3, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 43 | JT | Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | ISRG | P | 05/04/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | ISRG0.98 | BuyBuy | Joint | May 4, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | ISRG | P | 05/30/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | ISRG0.98 | BuyBuy | Joint | May 30, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | ISRG | S (partial) | 08/02/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | ISRG0.98 | PartialPartial sale | Joint | Aug 2, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | ISRG | S | 10/12/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | ISRG0.98 | SellSell | Joint | Oct 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | SP | Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | ISRG | P | 02/01/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | ISRG0.98 | BuyBuy | Spouse | Feb 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | ISRG | S | 07/17/2024 | 08/08/2024 | $15,001 - $50,000 | 1.00 | ISRG0.98 | SellSell | Joint | Jul 17, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 49 | JT | Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | ISRG | P | 06/20/2024 | 08/08/2024 | $15,001 - $50,000 | 1.00 | ISRG0.98 | BuyBuy | Joint | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 50 | SP | Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | ISRG | S | 07/17/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | ISRG0.98 | SellSell | Spouse | Jul 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | SP | L3Harris Technologies, Inc. Common Stock (LHX) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | LHX | P | 07/17/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | LHX0.98 | BuyBuy | Spouse | Jul 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | JT | Linde plc - Ordinary Shares (LIN) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | LIN | S (partial) | 01/18/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | LIN0.98 | PartialPartial sale | Joint | Jan 18, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | JT | Linde plc - Ordinary Shares (LIN) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | LIN | S | 06/22/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | LIN0.98 | SellSell | Joint | Jun 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | MSFT | P | 05/30/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | May 30, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | MSFT | S (partial) | 08/02/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Aug 2, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | SP | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | MSFT | S (partial) | 05/29/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Spouse | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | MSFT | S | 01/04/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | MSFT0.98 | SellSell | Joint | Jan 4, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | JT | NextEra Energy, Inc. Common Stock (NEE) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | NEE | S | 01/18/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | NEE0.98 | SellSell | Joint | Jan 18, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | JT | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | NVDA | P | 02/01/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | NVDA0.98 | BuyBuy | Joint | Feb 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | JT | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | NVDA | S (partial) | 03/27/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Mar 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | JT | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | NVDA | S (partial) | 05/30/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | May 30, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | SP | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | NVDA | S (partial) | 05/29/2024 | 08/08/2024 | $15,001 - $50,000 | 1.00 | NVDA0.98 | PartialPartial sale | Spouse | May 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 63 | SP | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | NVDA | P | 01/12/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | NVDA0.98 | BuyBuy | Spouse | Jan 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | JT | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | NVDA | S (partial) | 08/02/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Aug 2, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | JT | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | NVDA | S (partial) | 06/03/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Jun 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | JT | Parker-Hannifin Corporation Common Stock (PH) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | PH | P | 06/03/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | PH0.98 | BuyBuy | Joint | Jun 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | JT | Parker-Hannifin Corporation Common Stock (PH) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | PH | P | 05/02/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | PH0.98 | BuyBuy | Joint | May 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | JT | Parker-Hannifin Corporation Common Stock (PH) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | PH | P | 01/18/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | PH0.98 | BuyBuy | Joint | Jan 18, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | JT | Parker-Hannifin Corporation Common Stock (PH) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | PH | S (partial) | 04/27/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | PH0.98 | PartialPartial sale | Joint | Apr 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | JT | Parker-Hannifin Corporation Common Stock (PH) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | PH | S | 05/04/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | PH0.98 | SellSell | Joint | May 4, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | SP | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | REGN | P | 08/11/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | REGN0.98 | BuyBuy | Spouse | Aug 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | SP | RTX Corporation Common Stock (RTX) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | RTX | S | 09/21/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | RTX0.98 | SellSell | Spouse | Sep 21, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 73 | SP | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | CRM | P | 01/12/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | CRM0.98 | BuyBuy | Spouse | Jan 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 74 | JT | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | CRM | P | 04/24/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | CRM0.98 | BuyBuy | Joint | Apr 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | JT | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | CRM | S | 10/18/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | CRM0.98 | SellSell | Joint | Oct 18, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | SP | TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | TEL | P | 05/29/2024 | 08/08/2024 | $15,001 - $50,000 | 1.00 | TEL0.98 | BuyBuy | Spouse | May 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 77 | SP | Trimble Inc. - Common Stock (TRMB) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | TRMB | S | 11/17/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | TRMB0.98 | SellSell | Spouse | Nov 17, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 78 | JT | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | UBER | S | 05/15/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | UBER0.98 | SellSell | Joint | May 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | SP | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | UBER | S (partial) | 05/25/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | UBER0.98 | PartialPartial sale | Spouse | May 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 80 | JT | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | UBER | P | 03/09/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | UBER0.98 | BuyBuy | Joint | Mar 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | JT | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | UBER | S | 04/24/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | UBER0.98 | SellSell | Joint | Apr 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 82 | JT | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | UBER | P | 06/23/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | UBER0.98 | BuyBuy | Joint | Jun 23, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 83 | JT | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | UBER | S (partial) | 08/02/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | UBER0.98 | PartialPartial sale | Joint | Aug 2, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | SP | Ulta Beauty, Inc. - Common Stock (ULTA) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | ULTA | P | 05/29/2024 | 08/08/2024 | $15,001 - $50,000 | 1.00 | ULTA0.98 | BuyBuy | Spouse | May 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 85 | JT | United Rentals, Inc. Common Stock (URI) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | URI | P | 01/04/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | URI0.98 | BuyBuy | Joint | Jan 4, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | SP | United Rentals, Inc. Common Stock (URI) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | URI | P | 01/12/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | URI0.98 | BuyBuy | Spouse | Jan 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 87 | JT | United Rentals, Inc. Common Stock (URI) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | URI | S (partial) | 01/18/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | URI0.98 | PartialPartial sale | Joint | Jan 18, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 88 | JT | United Rentals, Inc. Common Stock (URI) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | URI | S | 05/11/2023 | 08/08/2024 | $1,001 - $15,000 | 1.00 | URI0.98 | SellSell | Joint | May 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 89 | JT | United Rentals, Inc. Common Stock (URI) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | URI | P | 06/03/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | URI0.98 | BuyBuy | Joint | Jun 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 90 | JT | United Rentals, Inc. Common Stock (URI) [ST] filing_status: New | subholding_of: Rockefeller Capital Management (1) | URI | S | 06/20/2024 | 08/08/2024 | $15,001 - $50,000 | 1.00 | URI0.98 | SellSell | Joint | Jun 20, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 91 | SP | Veralto Corp Common Stock (VLTO) [ST] filing_status: New | subholding_of: Sarah Landsman Traditional IRA | VLTO | S | 05/29/2024 | 08/08/2024 | $1,001 - $15,000 | 1.00 | VLTO0.98 | SellSell | Spouse | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |