Official filing metadata
- Filer (as printed)
- Hon. Michael T. McCaul
- Office (as printed)
- TX10
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 15, 2025
- Filing year
- 2024
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 208
- Parser version
- ocr_grid_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 3962
REVIEW OCR 11p, rotation [0]: 208 rows from 10 data pages, 1 pages unread
Reading this page
This filing is a scanned image. The left half of each row below is our OCR reading of it: text read from the page and the box marked in each column. Each row carries a confidence and, where the reading may be wrong, the reason. Check the official document before relying on a row. The right half is our normalized interpretation.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 208
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 | SP | HARRISCNTYTEXREFBDS OCR: date unreadable, layout unrecognised | — | P | — | — | $100,001 - $250,000 | 0.30 | —0.00 | BuyBuy | Spouse | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 2 | SP | TENNESSEE HSG DEV AGY OCR: date unreadable, layout unrecognised | — | P | — | — | $100,001 - $250,000 | 0.30 | —0.00 | BuyBuy | Spouse | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 3 | SP | KING cNTY WASH SWR REV OCR: date unreadable, layout unrecognised | — | P | — | — | $100,001 - $250,000 | 0.30 | —0.00 | BuyBuy | Spouse | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 4 | SP | NEW YORK NY CITY TFA REV OCR: date unreadable, layout unrecognised, low text confidence | — | P | — | — | $100,001 - $250,000 | 0.30 | —0.00 | BuyBuy | Spouse | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 5 | SP | DODGE CITY KANS GO TEMP OCR: date unreadable, layout unrecognised | — | P | — | — | $100,001 - $250,000 | 0.30 | —0.00 | BuyBuy | Spouse | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 6 | SP | RACINE WIS UNI SCH DIST OCR: date unreadable, layout unrecognised, low text confidence | — | P | — | — | $100,001 - $250,000 | 0.30 | —0.00 | BuyBuy | Spouse | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 7 | SP | INDIANA ST FIN AUTH OCR: date unreadable, layout unrecognised, low text confidence | — | P | — | — | $100,001 - $250,000 | 0.30 | —0.00 | BuyBuy | Spouse | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 8 | SP | NORTH TEX TWY AUTH REV OCR: date unreadable, layout unrecognised, low text confidence | — | P | — | — | $100,001 - $250,000 | 0.30 | —0.00 | BuyBuy | Spouse | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 9 | SP | MAYS-ALLOCATE OCR: layout unrecognised | — | P | 12/23/2024 | — | $100,001 - $250,000 | 0.30 | —0.00 | BuyBuy | Spouse | Dec 23, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 10 | SP | RECURRING CAPITAL FUND IV LP OCR: layout unrecognised, low text confidence | — | P | 12/18/2024 | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Spouse | Dec 18, 2024 | $50,001 - $100,000mid $75K | Mutual fund | Reviewnot modelled |
| 11 | SP | EQV OCR: layout unrecognised, low text confidence | — | P | 12/12/2024 | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Spouse | Dec 12, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 12 | SP | LONE STAR COLLEGE SYS OCR: date unreadable, layout unrecognised, low text confidence | — | P | — | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 13 | SP | KALAMAZOO MICH PUB SCHS OCR: date unreadable, layout unrecognised | — | P | — | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 14 | SP | COMCAST CORP OCR: layout unrecognised | — | P | 12/24/2024 | — | $50,001 - $100,000 | 0.30 | CMCSA0.95 | BuyBuy | Spouse | Dec 24, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 15 | SP | Hayward Holdings, Inc. OCR: layout unrecognised | — | P | 12/19/2024 | — | $50,001 - $100,000 | 0.30 | HAYW0.95 | BuyBuy | Spouse | Dec 19, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 16 | SP | VIRGINIA ST PUB BLDG OCR: date unreadable, layout unrecognised | — | P | — | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 17 | SP | COLUMBUS OHIO VAR PURP OCR: date unreadable, layout unrecognised | — | P | — | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 18 | SP | VALVOLINE INC OCR: layout unrecognised | — | P | 12/13/2024 | — | $15,001 - $50,000 | 0.30 | VVV0.95 | BuyBuy | Spouse | Dec 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 19 | SP | COMCAST CORP. OCR: layout unrecognised | — | P | 12/16/2024 | — | $15,001 - $50,000 | 0.30 | CMCSA0.95 | BuyBuy | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 20 | SP | LKCM HEADWATER INV IV LP OCR: layout unrecognised, low text confidence | — | P | 12/19/2024 | — | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | Dec 19, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 21 | SP | CONOCOPHILLIPS OCR: layout unrecognised | — | P | 12/24/2024 | — | $15,001 - $50,000 | 0.30 | COP0.95 | BuyBuy | Spouse | Dec 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 22 | SP | NOVO NORDISK A S ADR OCR: date unreadable, layout unrecognised, low text confidence | — | P | — | — | $15,001 - $50,000 | 0.30 | NVO0.95 | BuyBuy | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 23 | SP | Donaldson tompany, Inc. OCR: layout unrecognised | — | P | 12/11/2024 | — | $15,001 - $50,000 | 0.30 | —0.90 | BuyBuy | Spouse | Dec 11, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 24 | SP | FirstCash Holdings OCR: layout unrecognised | — | P | 12/12/2024 | — | $15,001 - $50,000 | 0.30 | FCFS0.95 | BuyBuy | Spouse | Dec 12, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 25 | SP | WORKDAY INC OCR: type unclear, low text confidence | — | — | 12/12/2024 | — | $15,001 - $50,000 | 0.30 | WDAY0.95 | UnknownUnknown | Spouse | Dec 12, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 26 | SP | LEWIS & CLARK OCR: type unclear | — | — | 12/20/2024 | — | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Dec 20, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 27 | SP | Henry Schein, inc. OCR: type unclear | — | — | 12/10/2024 | 01/05/2025 | $1,001 - $15,000 | 0.30 | HSIC0.95 | UnknownUnknown | Spouse | Dec 10, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 28 | SP | DYNATRACE INC REG SHS OCR: type unclear | — | — | — | 01/05/2025 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 29 | SP | ALCOA CORP OCR: type unclear | — | — | 12/23/2024 | 01/05/2025 | $1,001 - $15,000 | 0.30 | AA0.95 | UnknownUnknown | Spouse | Dec 23, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 30 | SP | BRAEMONT PARTNERS I LP OCR: type unclear | — | — | 12/19/2024 | 01/05/2025 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Dec 19, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 31 | SP | MAYS-ALLOCATE OCR: type unclear | — | — | 12/12/2024 | 01/05/2025 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Dec 12, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 32 | SP | MAYS-ALLOCATE OCR: type unclear | — | — | 12/02/2024 | 01/05/2025 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Dec 2, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 33 | SP | MAYS-ALLOCATE OCR: type unclear | — | — | 12/06/2024 | 01/05/2025 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Dec 6, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 34 | SP | CTS .CORP OCR: type unclear, low text confidence | — | — | 12/20/2024 | — | $1,001 - $15,000 | 0.30 | CTS0.95 | UnknownUnknown | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 35 | SP | PRIMERICA INC OCR: type unclear | — | — | — | 01/05/2025 | $1,001 - $15,000 | 0.30 | PRI0.95 | UnknownUnknown | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | SP | TIMKEN CO COM OCR: type unclear, low text confidence | — | — | 12/20/2024 | — | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 37 | SP | AptarGroup, Inc. OCR: type unclear | — | — | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.30 | ATR0.95 | UnknownUnknown | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 38 | SP | ONEMAIN HLDGS INCCOM OCR: type unclear | — | — | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 39 | SP | Carlisle Compantes, Inc. OCR: type unclear | — | — | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.30 | —0.85 | UnknownUnknown | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 40 | SP | Zlons Bancorporation NA OCR: type unclear | — | — | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 41 | SP | TriMas Corp OCR: type unclear | — | — | 12/20/2024 | — | $1,001 - $15,000 | 0.30 | TRS0.95 | UnknownUnknown | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 42 | SP | Appled Industrlal Technologles OCR: type unclear | — | — | 12/20/2024 | — | $1,001 - $15,000 | 0.30 | —0.83 | UnknownUnknown | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 43 | SP | Skechers USA Inc OCR: type unclear | — | — | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 44 | SP | Beacon Roofing Supply Inc Ciass A OCR: type unclear | — | — | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 45 | SP | FirstCash Holdings OCR: type unclear | — | — | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.30 | FCFS0.95 | UnknownUnknown | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 46 | SP | nVent Electrlc OCR: type unclear | — | — | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.30 | —0.84 | UnknownUnknown | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 47 | SP | Robert Half International Inc. | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 48 | SP | Gates Industrlal Corp PLC | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.84 | SellSell | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 49 | SP | CORE & MAIN INC COMCL A | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 50 | SP | Arrow Electronics, Inc. | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | ARW0.95 | SellSell | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | SP | Insight Enterprises, Inc. | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | NSIT0.95 | SellSell | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | SP | VALVOLINE INC | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | VVV0.95 | SellSell | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | SP | Donaldson Company, Inc. | — | S | 12/20/2024 | — | $1,001 - $15,000 | 0.99 | DCI0.95 | SellSell | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | SP | Bl's Wholesate Club Holdings | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 55 | SP | White Mountalns Insurance Group Ltd | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.86 | SellSell | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 56 | SP | Henry Schein, Inc. | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | HSIC0.95 | SellSell | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | SP | ARAMARK COM | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 58 | SP | Fortune Brands Home & Security Inc | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 59 | SP | PLEXUS CORP | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | PLXS0.95 | SellSell | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | SP | Simpson Manufacturing Co | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | SSD0.95 | SellSell | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | SP | Houlihan Lokey Inc | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | HLI0.95 | SellSell | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | SP | GENPACT LTD | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | G0.95 | SellSell | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | SP | GE VERNOVA INC | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | GEV0.95 | SellSell | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | SP | DYNATRACE INC REG SHS | — | S | — | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 65 | SP | NETFLIX INC | — | S | 12/13/2024 | 01/05/2025 | $15,001 - $50,000 | 0.99 | NFLX0.95 | SellSell | Spouse | Dec 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 66 | SP | OHIO ST WTR DEV AUTH | — | S | — | 01/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 67 | SP | CALIFORNIA ST VAR PURP | — | S | — | 01/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 68 | SP | CHARLESTON EDL | — | S | — | 01/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 69 | SP | ADOBE INC | — | S | — | 01/05/2025 | $15,001 - $50,000 | 0.99 | ADBE0.95 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 70 | SP | CHARTER COMMUNICATIONS INC | — | S | 12/24/2024 | 01/05/2025 | $15,001 - $50,000 | 0.99 | CHTR0.95 | SellSell | Spouse | Dec 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 71 | SP | DELAWARE TRANSN AUTH | — | S | — | 01/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 72 | SP | Carlisle Companies, Inc. OCR: layout unrecognised | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.30 | CSL0.95 | ExchangeExchange | Spouse | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 73 | SP | RHODE ISL ST STD LN AT OCR: layout unrecognised | — | E | 01/05/2020 | — | $100,001 - $250,000 | 0.30 | —0.00 | ExchangeExchange | Spouse | Jan 5, 2020 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 74 | SP | ATLANTA GA GO PUB IMPT OCR: layout unrecognised | — | E | 01/05/2020 | — | $100,001 - $250,000 | 0.30 | —0.00 | ExchangeExchange | Spouse | Jan 5, 2020 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 75 | SP | COLUMBUS OHIO SWR REV OCR: layout unrecognised, low text confidence | — | E | 01/05/2020 | — | $100,001 - $250,000 | 0.30 | —0.00 | ExchangeExchange | Spouse | Jan 5, 2020 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 76 | SP | LPL FINANCIAL HOLDINGS OCR: layout unrecognised | — | E | 01/05/2020 | — | $15,001 - $50,000 | 0.30 | LPLA0.95 | ExchangeExchange | Spouse | Jan 5, 2020 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 77 | SP | SUN COMMNTYS INC OCR: type unclear, layout unrecognised, low text confidence | — | — | 01/05/2020 | — | $50,001 - $100,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jan 5, 2020 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 78 | SP | INTEL CORP OCR: layout unrecognised | — | E | 01/05/2020 | — | $50,001 - $100,000 | 0.30 | INTC0.95 | ExchangeExchange | Spouse | Jan 5, 2020 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 79 | SP | MURPHY OIL CORP OCR: layout unrecognised, low text confidence | — | E | 01/05/2020 | — | $50,001 - $100,000 | 0.30 | MUR0.95 | ExchangeExchange | Spouse | Jan 5, 2020 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 80 | SP | FIDELITY NATL INFO SVCS OCR: layout unrecognised | — | E | 01/05/2020 | — | $50,001 - $100,000 | 0.30 | —0.00 | ExchangeExchange | Spouse | Jan 5, 2020 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 81 | SP | ALLY FINL JNC OCR: layout unrecognised | — | E | 01/05/2020 | — | $50,001 - $100,000 | 0.30 | —0.00 | ExchangeExchange | Spouse | Jan 5, 2020 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 82 | ? | VANGUARD LONG TERM TAX OCR: owner unreadable, date unreadable, layout unrecognised, low text confidence | — | P | — | — | $1,001 - $15,000 | 0.30 | —0.81 | BuyBuy | Unknown | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 83 | ? | VANGUARD TOTAL STOCK OCR: owner unreadable, date unreadable, layout unrecognised, low text confidence | — | P | — | — | $1,001 - $15,000 | 0.30 | —0.90 | BuyBuy | Unknown | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 84 | ? | HARRIS CNTY TEX REF BDS OCR: owner unreadable, date unreadable, layout unrecognised, low text confidence | — | P | — | — | $100,001 - $250,000 | 0.30 | —0.00 | BuyBuy | Unknown | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 85 | ? | TEnNESSEE HSG DEv AgY OCR: owner unreadable, date unreadable, layout unrecognised, low text confidence | — | P | — | — | $100,001 - $250,000 | 0.30 | —0.00 | BuyBuy | Unknown | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 86 | ? | — OCR: owner unreadable, asset missing, layout unrecognised, low text confidence | — | P | 12/12/2024 | — | $100,001 - $250,000 | 0.30 | —0.00 | BuyBuy | Unknown | Dec 12, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 87 | ? | KING CNTY WASH SWR REV OCR: owner unreadable, date unreadable, layout unrecognised | — | P | — | — | $100,001 - $250,000 | 0.30 | —0.00 | BuyBuy | Unknown | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 88 | ? | NEW YORK NY CITY TFA REV OCR: owner unreadable, date unreadable, layout unrecognised, low text confidence | — | P | — | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Unknown | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 89 | ? | DODGE CITY KANS GO TEMP OCR: owner unreadable, date unreadable, layout unrecognised, low text confidence | — | P | — | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Unknown | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 90 | ? | RACINE WIS UNI SCH DIST OCR: owner unreadable, date unreadable, layout unrecognised, low text confidence | — | P | — | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Unknown | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 91 | ? | INDIANA ST FIN AUTH OCR: owner unreadable, date unreadable, layout unrecognised, low text confidence | — | P | — | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Unknown | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 92 | ? | NORTH TEX TWY AUTH REV OCR: owner unreadable, date unreadable, layout unrecognised | — | P | — | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Unknown | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 93 | ? | — OCR: owner unreadable, asset missing, layout unrecognised | — | P | 12/24/2024 | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Unknown | Dec 24, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 94 | ? | LONE STAR COLLEGE SYS OCR: owner unreadable, date unreadable, layout unrecognised | — | P | — | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Unknown | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 95 | ? | MAYS-ALLOCATE OCR: owner unreadable, layout unrecognised, low text confidence | — | P | 12/23/2024 | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Unknown | Dec 23, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 96 | ? | Hayward Holdings, Inc. OCR: owner unreadable, layout unrecognised | — | P | 12/19/2024 | — | $50,001 - $100,000 | 0.30 | HAYW0.95 | BuyBuy | Unknown | Dec 19, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 97 | ? | KALAMAZOO MICH PUB SCHS OCR: owner unreadable, date unreadable, layout unrecognised, low text confidence | — | P | — | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Unknown | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 98 | ? | RECURRING CAPITALFUNDIV LP OCR: owner unreadable, layout unrecognised, low text confidence | — | P | 12/18/2024 | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Unknown | Dec 18, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 99 | ? | VIRGINIA ST PUB BLDG OCR: owner unreadable, date unreadable, layout unrecognised | — | P | — | — | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Unknown | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 100 | ? | — OCR: owner unreadable, asset missing, layout unrecognised, low text confidence | — | P | 12/13/2024 | — | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Unknown | Dec 13, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 101 | ? | COLUMBUS OHIO VAR PURP OCR: owner unreadable, date unreadable, layout unrecognised | — | P | — | — | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Unknown | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 102 | ? | COMCAST CORP- OCR: owner unreadable, layout unrecognised, low text confidence | — | P | 12/16/2024 | — | $15,001 - $50,000 | 0.30 | CMCSA0.95 | BuyBuy | Unknown | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 103 | ? | CONOCOPHILLIPS OCR: owner unreadable, layout unrecognised, low text confidence | — | P | 12/24/2024 | — | $15,001 - $50,000 | 0.30 | COP0.95 | BuyBuy | Unknown | Dec 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 104 | ? | Donaldson Company, Inc. OCR: owner unreadable, layout unrecognised | — | P | 12/11/2024 | — | $15,001 - $50,000 | 0.30 | DCI0.95 | BuyBuy | Unknown | Dec 11, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 105 | ? | NOVO NORDISK A S ADR OCR: owner unreadable, date unreadable, layout unrecognised | — | P | — | — | $15,001 - $50,000 | 0.30 | NVO0.95 | BuyBuy | Unknown | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 106 | DC | Firstcash Haldings | — | P | 12/12/2024 | 01/05/2025 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Dependent | Dec 12, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 107 | ? | LKCM HEADWATER INV IV LP OCR: owner unreadable | — | P | 12/19/2024 | 01/05/2025 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 19, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 108 | DC | DYNATRACE INC REG SHS | — | P | — | 01/05/2025 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Dependent | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 109 | ? | HOWMET AEROSPACE INC OCR: owner unreadable | — | P | — | 01/05/2025 | $15,001 - $50,000 | 0.60 | HWM0.95 | BuyBuy | Unknown | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 110 | DC | FISERV INC WISC PV 1CT OCR: date unreadable, low text confidence | — | P | — | — | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Dependent | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 111 | DC | WORKDAY INC | — | P | 12/12/2024 | 01/05/2025 | $15,001 - $50,000 | 0.99 | WDAY0.95 | BuyBuy | Dependent | Dec 12, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 112 | DC | BRAEMONT PARTNERS I LP | — | P | 12/19/2024 | 01/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 19, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 113 | ? | Henry Schein, Inc. OCR: owner unreadable | — | P | 12/10/2024 | 01/05/2025 | $1,001 - $15,000 | 0.60 | HSIC0.95 | BuyBuy | Unknown | Dec 10, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 114 | DC | ALCOA CORP | — | P | 12/23/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | AA0.95 | BuyBuy | Dependent | Dec 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 115 | DC | LEWIS & CLARK | — | P | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 116 | DC | DYNATRACE INC REG SHS | — | P | — | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.90 | BuyBuy | Dependent | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 117 | DC | MAYS-ALLOCATE | — | P | 12/12/2024 | — | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 12, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 118 | DC | MAYS-ALLOCATE | — | P | 12/02/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 2, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 119 | DC | MAYS-ALLOCATE | — | P | 12/06/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 120 | DC | CTS CORP | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | CTS0.98 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 121 | DC | PRIMERICA INC | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | PRI0.95 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 122 | ? | TIMKEN CO COM OCR: owner unreadable | — | S | 12/20/2024 | — | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 123 | DC | AptarGroup, Inc. | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | ATR0.95 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 124 | DC | ONEMAIN HLDGS INCCOM | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 125 | DC | Carlisle Companies, Inc. | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | CSL0.95 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 126 | DC | Zioris Bancorporation NA | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 127 | DC | TriMas Cor? | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 128 | DC | Applied industrial Technologles | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.87 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 129 | DC | Skechers USA Inc | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 130 | DC | Beacon Roofing Supply tnc Class A | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 131 | DC | FirstCash Holdings OCR: low text confidence | — | S | 12/20/2024 | — | $1,001 - $15,000 | 0.60 | FCFS0.95 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 132 | DC | nVent Electric | — | S | 12/20/2024 | — | $1,001 - $15,000 | 0.99 | NVT0.95 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 133 | DC | Robert Haif International In'c. | — | S | 12/20/2024 | — | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 134 | DC | Gates Industriat Corp PLC | — | S | 12/20/2024 | — | $1,001 - $15,000 | 0.99 | —0.84 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 135 | DC | CORE & MAIN INC COMCL A | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 136 | DC | Arrow Electrontcs, Inc. | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.85 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 137 | DC | Insight Enterprises, Inc. | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | NSIT0.95 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 138 | DC | VALVOLINE INC | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | VVV0.95 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 139 | ? | Donatdson Company, Inc. OCR: owner unreadable | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 140 | DC | Bi's Wholesale Club Holdings | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.85 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 141 | DC | White Mountalns Insurance Group Ltd | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.86 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 142 | DC | Henry Scheln, Inc. | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.82 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 143 | DC | ARAMARK COM | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 144 | DC | Fortune Brands Home & Security Inc | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 145 | DC | PLEXUS CORP | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | PLXS0.95 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 146 | DC | Simpson Manufacturing Co | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | SSD0.95 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 147 | DC | Houlihan Lokey Inc | — | S | 12/20/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | HLI0.95 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 148 | DC | GENPACT LTD OCR: low text confidence | — | S | 12/20/2024 | — | $1,001 - $15,000 | 0.60 | G0.95 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 149 | DC | DYNATRACE INC REG SHS OCR: date unreadable | — | S | — | — | $1,001 - $15,000 | 0.30 | —0.90 | SellSell | Dependent | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 150 | DC | GE VERNOVA INC OCR: low text confidence | — | S | 12/20/2024 | — | $1,001 - $15,000 | 0.60 | GEV0.95 | SellSell | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 151 | DC | NETFUX INC | — | S | 12/13/2024 | 01/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 152 | DC | OHIO St WTR DEV AUTh | — | S | — | 01/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Dependent | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 153 | ? | CALIFORNIA ST VAR PURP OCR: owner unreadable | — | S | — | 01/05/2025 | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Unknown | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 154 | DC | ADOBE INC | — | S | — | 01/05/2025 | $15,001 - $50,000 | 0.99 | ADBE0.95 | SellSell | Dependent | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 155 | DC | CHARLESTON EDL. | — | S | — | 01/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Dependent | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 156 | DC | DELAWARE'TRANSN AUTH OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $15,001 - $50,000 | 0.30 | —0.00 | SellSell | Dependent | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 157 | DC | CHARTER COMMUNICATIONS INC OCR: layout unrecognised | — | S | 12/24/2024 | — | $15,001 - $50,000 | 0.30 | CHTR0.95 | SellSell | Dependent | Dec 24, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 158 | DC | Carlisle Companles, Inc. OCR: layout unrecognised, low text confidence | — | S | 12/05/2024 | — | $15,001 - $50,000 | 0.30 | —0.85 | SellSell | Dependent | Dec 5, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 159 | DC | CHARLESTON EDL EXC FING OCR: date unreadable, layout unrecognised | — | S | — | — | $15,001 - $50,000 | 0.30 | —0.00 | SellSell | Dependent | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 160 | DC | PLEXUS CORP OCR: layout unrecognised, low text confidence | — | S | 12/13/2024 | — | $15,001 - $50,000 | 0.30 | PLXS0.95 | SellSell | Dependent | Dec 13, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 161 | ? | MICHIGAN ST TRUNK LNE OCR: owner unreadable, date unreadable, layout unrecognised | — | S | — | — | $15,001 - $50,000 | 0.30 | —0.00 | SellSell | Unknown | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 162 | ? | HOUSTON TEX REF PUB IMPT OCR: owner unreadable, date unreadable, layout unrecognised | — | S | — | — | $50,001 - $100,000 | 0.30 | —0.00 | SellSell | Unknown | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 163 | DC | OCCIDENTAL PETROLEUM CORP OCR: layout unrecognised | — | S | 12/24/2024 | — | $50,001 - $100,000 | 0.30 | OXY0.95 | SellSell | Dependent | Dec 24, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 164 | DC | APPLE INC OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $50,001 - $100,000 | 0.30 | AAPL0.95 | SellSell | Dependent | — | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 165 | DC | RHODE ISL ST STD LN AT OCR: date unreadable, layout unrecognised | — | S | — | — | $50,001 - $100,000 | 0.30 | —0.00 | SellSell | Dependent | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 166 | DC | ATLANTA GA GO PUB IMPT OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $50,001 - $100,000 | 0.30 | —0.00 | SellSell | Dependent | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 167 | DC | WAMEGO KANS GO TEMP NTS OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $50,001 - $100,000 | 0.30 | —0.00 | SellSell | Dependent | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 168 | DC | MisSouRI st puB UtIs OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $50,001 - $100,000 | 0.30 | —0.00 | SellSell | Dependent | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 169 | DC | CHARLESTON EDL EXC FING OCR: date unreadable, layout unrecognised | — | S | — | — | $50,001 - $100,000 | 0.30 | —0.00 | SellSell | Dependent | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 170 | DC | Interpublic Group of Compantes Inc OCR: layout unrecognised | — | S | 12/12/2024 | — | $100,001 - $250,000 | 0.30 | —0.00 | SellSell | Dependent | Dec 12, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 171 | DC | COLUMBUS OHIO SwR REV OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $100,001 - $250,000 | 0.30 | —0.00 | SellSell | Dependent | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 172 | DC | MARYLAND ST DEPT TRANSN OCR: date unreadable, layout unrecognised | — | S | — | — | $100,001 - $250,000 | 0.30 | —0.00 | SellSell | Dependent | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 173 | DC | LPL FINANCIAL HOLDINGS OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | LPLA0.95 | SellSell | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 174 | DC | SUN COMMNTYS INC OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Dependent | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 175 | DC | INTEL CORP OCR: date unreadable, layout unrecognised | — | S | — | — | $1,001 - $15,000 | 0.30 | INTC0.95 | SellSell | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 176 | DC | MURPHY OIL CORP OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | MUR0.95 | SellSell | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 177 | ? | FIDELITY NATL INFO SVCS OCR: owner unreadable, date unreadable, layout unrecognised, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Unknown | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 178 | DC | GENUINE PARTS CO OCR: date unreadable, layout unrecognised | — | S | — | — | $1,001 - $15,000 | 0.30 | GPC0.95 | SellSell | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 179 | DC | ALLY FINL INC OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Dependent | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 180 | DC | FEDEX CORP DELAWARE COM | — | E | 01/05/2025 | — | $1,001 - $15,000 | 0.82 | —0.00 | ExchangeExchange | Dependent | Jan 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 181 | DC | MERCK AND CO INC SHS | — | E | 01/05/2025 | — | $1,001 - $15,000 | 0.83 | —0.00 | ExchangeExchange | Dependent | Jan 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 182 | DC | DOW INC REG | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.83 | —0.90 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 183 | DC | TAPESTRY INC | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.80 | TPR0.95 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 184 | DC | LAS VEGAS SANDS CORP | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.81 | LVS0.95 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 185 | ? | GLOBAL PMTS INC GEORGIA OCR: owner unreadable | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 186 | DC | — OCR: asset missing | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.30 | —0.00 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 187 | DC | DOLLAR TREE INC | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.81 | DLTR0.95 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 188 | DC | UNITED THERAPEUTICS CORP | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.82 | UTHR0.95 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 189 | DC | CENCORA INC | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.82 | COR0.95 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 190 | DC | INTL BUSINESS MACHINES | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.84 | —0.00 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 191 | DC | CHEVRON CORP | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.83 | CVX0.95 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 192 | DC | SENSATA TECHNOLOGIES OCR: type unclear | — | — | 01/05/2025 | — | $15,001 - $50,000 | 0.30 | ST0.95 | UnknownUnknown | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 193 | DC | DOMINION ENERGY INC | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.81 | D0.95 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 194 | DC | VISHAY INTERTECHNLGY | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.83 | —0.86 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 195 | DC | TYSON FOODS INC CL A | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.82 | —0.90 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 196 | DC | NAT FUEL GAS CO NU SI | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.82 | —0.00 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 197 | DC | AT&T INC | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.82 | T0.95 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 198 | DC | ALLSTATE CORP DEL COM | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.84 | —0.90 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 199 | DC | EQUITABLE HOLDINGS INC | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.84 | EQH0.95 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 200 | DC | CVS HEALTH CORP | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.82 | CVS0.95 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 201 | DC | CITIGROUP INC COM NEW | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.83 | —0.90 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 202 | DC | HARDING LOEVNER INTL | — | E | 01/05/2025 | — | $50,001 - $100,000 | 0.83 | —0.00 | ExchangeExchange | Dependent | Jan 5, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 203 | DC | HARDING LOEVNER INTL | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.85 | —0.00 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 204 | DC | HARDING LOEVNER INTL | — | E | 01/05/2025 | — | $1,001 - $15,000 | 0.83 | —0.00 | ExchangeExchange | Dependent | Jan 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 205 | DC | DFA EMERGING MARKETS | — | E | 01/05/2025 | — | $1,001 - $15,000 | 0.84 | —0.00 | ExchangeExchange | Dependent | Jan 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 206 | DC | VANGUARD LONG TERM TAX | — | E | 01/05/2025 | — | $1,001 - $15,000 | 0.84 | —0.81 | ExchangeExchange | Dependent | Jan 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 207 | DC | VANGUARD TOTAL STQCK | — | E | 01/05/2025 | — | $1,001 - $15,000 | 0.84 | —0.00 | ExchangeExchange | Dependent | Jan 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 208 | DC | ALLOCATE PREMIER ACCESS FUND | — | E | 01/05/2025 | — | $15,001 - $50,000 | 0.86 | —0.00 | ExchangeExchange | Dependent | Jan 5, 2025 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |