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8220906ParsedOCR

DRo Khanna · House · ptr · filed May 12, 2025

Official filing metadata

Filer (as printed)
Hon. Rohit Khanna
Office (as printed)
CA17
Chamber
House
Filing type
ptr
Filing date
May 12, 2025
Filing year
2025
Document format
pdf_image

Processing (ours)

Status
Parsed
Rows parsed
843
Parser version
ocr_grid_v1
Fetched
Sep 8, 2026
Parsed
Sep 14, 2026
Internal id
667

REVIEW OCR 51p, rotation [90]: 843 rows from 50 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 · 843

Left: OCR reading of the scan · Right: normalized
Raw filing rows beside their normalized interpretation
Read from the scan by OCR · check the documentNormalized · our interpretation
#OwnerAssetTickerTypeTx dateNotifiedAmountConf.TickerTypeOwnerTx dateAmountClassFlags
1DCBANK OF MONTREAL LINKED TO S&P 500 INDEX—P04/24/202505/08/2025$100,001 - $250,0000.96—0.00BuyBuyDependentApr 24, 2025$100,001 - $250,000mid $175KUnknownReviewnot modelled
2DCBANK OF MONfREAL LINKED TO S&P S00 INDEX—P04/24/202505/08/2025$15,001 - $50,0000.96—0.00BuyBuyDependentApr 24, 2025$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
3DCADOBE INC CMN—P04/17/202505/08/2025$15,001 - $50,0000.95—0.90BuyBuyDependentApr 17, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
4DCAON PUBLIC LIMITED COMPANY CMN—P04/25/202505/08/2025$15,001 - $50,0000.95—0.00BuyBuyDependentApr 25, 2025$15,001 - $50,000mid $32.5KStocknot modelled
5DCADOBE INC CMN—P04/17/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 17, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
6DCCAPITAL ONE FINANCIAL CORP CMN—P04/04/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
7?MORGAN STANLEY CMN
OCR: owner unreadable
—P04/04/202505/08/2025$1,001 - $15,0000.60—0.00BuyBuyUnknownApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
8DCCARMAX, INC, CMN—P04/10/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 10, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
9DCTEXAS INSTRUMENTS INC. CMN—P04/04/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
10DCWALT DISNEYCOMPANY THEI CMN—P04/04/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KStocknot modelled
11DCSALESFORCE INC CMN—P04/04/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
12DCCATERPILEAR INC (DELAWARE) CMN—P04/04/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KStocknot modelled
13DCSTARBUCKS CORP. CMN—P04/07/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 7, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
14DCCAPITAL ONE FINANCIAL CORP CMN—P04/07/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 7, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
15DCTARGET CORPORATION CMN—P04/07/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 7, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
16DCSBA COMMUNICATIONS CORPORATION CMN—S (partial)04/17/202505/08/2025$15,001 - $50,0000.97—0.90PartialPartial saleDependentApr 17, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
17DCBECTON, DICKINSON AND COMPANY CMN—S (partial)04/21/202505/08/2025$1,001 - $15,0000.96—0.90PartialPartial saleDependentApr 21, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
18?BECTON, DICKINSON AND COMPANY
OCR: owner unreadable
—S (partial)04/17/202505/08/2025$1,001 - $15,0000.60—0.90PartialPartial saleUnknownApr 17, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
19?GENERAL MOTORS COMPANY CMN
OCR: owner unreadable
—S (partial)04/04/202505/08/2025$1,001 - $15,0000.60—0.90PartialPartial saleUnknownApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
20DCBANK OF AMERICA CORP CMN—S (partial)04/07/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleDependentApr 7, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
21DCBECTON, DICKINSON AND COMPANY CMN—S (partial)04/04/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleDependentApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
22DCCOLGATE-PALMOLVE CO CMN—S (partial)04/17/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleDependentApr 17, 2025$1,001 - $15,000mid $8KStocknot modelled
23DCHARTFORD INSURANCE GROUP INC/T CMN—S (partial)04/04/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleDependentApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
24DCBECTON, DICKINSON AND COMPANY—S04/07/202505/08/2025$1,001 - $15,0000.96—0.90SellSellDependentApr 7, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
25DCWASTE MANAGEMENT INC CMN—S (partial)04/04/202505/08/2025$1,001 - $15,0000.96—0.90PartialPartial saleDependentApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
26DCBANK OF MONTREAL LiNKED TO S&P SOO INDEx—P04/17/202505/08/2025$50,001 - $100,0000.96—0.00BuyBuyDependentApr 17, 2025$50,001 - $100,000mid $75KUnknownReviewnot modelled
27DCTARGET CORPORATION CMN—P04/04/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
28?HOLOGIC INCORPORATED CMN
OCR: owner unreadable
—P04/09/202505/08/2025$1,001 - $15,0000.60—0.00BuyBuyUnknownApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
29DCADOBE INC CMN—P04/17/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 17, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
30DCMKS INSTRUMENTS INC CMN—P04/03/202505/08/2025$1,001 - $15,0000.96—0.00BuyBuyDependentApr 3, 2025$1,001 - $15,000mid $8KStocknot modelled
31DCGLOBAL PAYMENTS INC. CMN—P04/07/202505/08/2025$1,001 - $15,0000.96—0.90BuyBuyDependentApr 7, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
32DCADOBE INC CMN—P04/17/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 17, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
33DCTRUIST FINANCIAL CORPORATION CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
34DCTRUIST FINANCIAL CORPORATION CMN—P04/16/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuyDependentApr 16, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
35DCWALT DISNEY COMPANY (THE) CMN—P04/16/202505/08/2025$1,001 - $15,0000.95THE0.95BuyBuyDependentApr 16, 2025$1,001 - $15,000mid $8KStockReviewmodelled
36DCAON PUBLC UMITED COMPANY CMN—P04/25/202505/08/2025$1,001 - $15,0000.96—0.00BuyBuyDependentApr 25, 2025$1,001 - $15,000mid $8KStocknot modelled
37DCMKS INSTRUMENTS INC CMN—P04/08/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuyDependentApr 8, 2025$1,001 - $15,000mid $8KStocknot modelled
38DCTENABLE HOLDINGS, INC CMN—P04/30/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 30, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
39?MKS INSTRUMENTS INC CMN
OCR: owner unreadable
—P04/04/202505/08/2025$1,001 - $15,0000.60—0.00BuyBuyUnknownApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
40DCGLOBAL PAYMENTS INC. CMN—P04/08/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 8, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
41DCPENN ENTERTAINMENTINC CMN—P04/16/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuyDependentApr 16, 2025$1,001 - $15,000mid $8KStocknot modelled
42DCMICRON TECHNOLOGY, INC, CMN—P04/16/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 16, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
43DCPINTEREST INC CMN CLASS A—P04/03/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 3, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
44DCMKS INSTRUMENTS INC CMN—S04/15/202505/08/2025$1,001 - $15,0000.95—0.00SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStocknot modelled
45DCOKTA, INC. CMN CLASS A—S (partial)04/07/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleDependentApr 7, 2025$1,001 - $15,000mid $8KStocknot modelled
46DCMKS INSTRUMENTS INC CMN—S04/16/202505/08/2025$1,001 - $15,0000.95—0.00SellSellDependentApr 16, 2025$1,001 - $15,000mid $8KStocknot modelled
47DCBERKSHIRE HATHAWAY INC. CLASS B—S (partial)04/17/202505/08/2025$1,001 - $15,0000.95BRK-B0.92PartialPartial saleDependentApr 17, 2025$1,001 - $15,000mid $8KStockmodelled
48DCSBA COMMUNICATIONS CORPORATION CMN—S (partial)04/17/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleDependentApr 17, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
49DCBECTON, DICKINSON AND. COMPANY—S (partial)04/21/202505/08/2025$1,001 - $15,0000.94—0.90PartialPartial saleDependentApr 21, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
50?GENERAL NOTORS COMPANY CMN
OCR: owner unreadable
—S04/04/202505/08/2025$1,001 - $15,0000.60—0.00SellSellUnknownApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
51DCBECTON, DICKINSON AND COMPANY—S (partial)04/17/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleDependentApr 17, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
52DCOKTa, InC. CmN CLaSS A—S04/08/202505/08/2025$1,001 - $15,0000.95—0.00SellSellDependentApr 8, 2025$1,001 - $15,000mid $8KStocknot modelled
53?BAXTER INTERNATIONAL INC CMN
OCR: owner unreadable
—S (partial)04/03/202505/08/2025$1,001 - $15,0000.60—0.90PartialPartial saleUnknownApr 3, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
54DCZIMMER BIOMET HOLDINGS INC—S (partial)04/04/202509/08/2025$1,001 - $15,0000.95ZBH0.95PartialPartial saleDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
55DCDUN & BRADSTREET HOLDINGS, INC CMN—S (partial)04/03/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleDependentApr 3, 2025$1,001 - $15,000mid $8KStocknot modelled
56DCBAXTER INTERNATIONAL INC CMN—S (partial)04/09/202505/08/2025$1,001 - $15,0000.91—0.90PartialPartial saleDependentApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
57DCDUN & BRADSTREET HOLDINGS, INC CMN—S (partial)04/04/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleDependentApr 4, 2025$1,001 - $15,000mid $8KStocknot modelled
58DCGRAPHIC PACKAGING HLDGCO CMN—S (partial)04/28/202505/08/2025$1,001 - $15,0000.96—0.90PartialPartial saleDependentApr 28, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
59DCGRAPHIC PACKAGING HLDGCO CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleDependentApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
60DCUBS AG LINKED TO S&P SOO INDEX—P04/28/202505/08/2025$100,001 - $250,0000.96—0.00BuyBuyDependentApr 28, 2025$100,001 - $250,000mid $175KUnknownReviewnot modelled
61DCCITIGROUP INC. LINKED TO S&P SOO INDEX—P04/16/202505/08/2025$100,001 - $250,0000.96—0.00BuyBuyDependentApr 16, 2025$100,001 - $250,000mid $175KUnknownReviewnot modelled
62DCBANK OF MONTREAL LINKED TO S&P 500 INDEX—P04/23/202505/08/2025$100,001 - $250,0000.96—0.00BuyBuyDependentApr 23, 2025$100,001 - $250,000mid $175KUnknownReviewnot modelled
63?MORGAN STANLEY FINANCE LLC LINKED TO S&P SOD INDEX
OCR: owner unreadable
—P04/17/202505/08/2025$100,001 - $250,0000.60—0.00BuyBuyUnknownApr 17, 2025$100,001 - $250,000mid $175KUnknownReviewnot modelled
64DCBOFA FINANCE LLC LINKED TO S&P 5O0 INDEX—P04/29/202505/08/2025$100,001 - $250,0000.96—0.00BuyBuyDependentApr 29, 2025$100,001 - $250,000mid $175KUnknownReviewnot modelled
65DCROYAL BANK OF CANADA LINKED TO S&P 500 INDEX—P04/24/202505/08/2025$100,001 - $250,0000.95—0.90BuyBuyDependentApr 24, 2025$100,001 - $250,000mid $175KUnknownReviewnot modelled
66DCMICROSOFT CORPORATION CMN—P04/15/202505/08/2025$15,001 - $50,0000.95—0.90BuyBuyDependentApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
67DCMORGAN STANLEY FINANCE LLC LINKED TO S&P SUD INDEX—P04/21/202505/08/2025$15,001 - $50,0000.96—0.00BuyBuyDependentApr 21, 2025$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
68DCUNITEDHEALTH GROUP INCORPORATE CMN—P04/15/202505/08/2025$15,001 - $50,0000.96—0.90BuyBuyDependentApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
69DCBERKSHIRE HATHAWAY INC. CiASS B—P04/15/202505/08/2025$15,001 - $50,0000.96—0.90BuyBuyDependentApr 15, 2025$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
70DCMORGAN STANLEY CMN—P04/15/202505/08/2025$15,001 - $50,0000.96—0.00BuyBuyDependentApr 15, 2025$15,001 - $50,000mid $32.5KStocknot modelled
71?MERCK & CO., INC. CMN
OCR: owner unreadable
—P04/15/202505/08/2025$15,001 - $50,0000.60—0.90BuyBuyUnknownApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
72DCLOWES COMPANIES INC CMN—P04/15/202505/08/2025$15,001 - $50,0000.96—0.90BuyBuyDependentApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
73DCSALESFORCE INC CMN—P04/15/202505/08/2025$15,001 - $50,0000.95—0.90BuyBuyDependentApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
74DCDANAHER CORPORATKON CMN—P04/15/202505/08/2025$15,001 - $50,0000.96—0.00BuyBuyDependentApr 15, 2025$15,001 - $50,000mid $32.5KStocknot modelled
75DCOHIO ST G0 5% 08/01/28 FA—P04/30/2025—$15,001 - $50,0000.95—0.00BuyBuyDependentApr 30, 2025$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
76DCTEXAS INSTRUMENTS INC. CMN—P04/15/202505/08/2025$15,001 - $50,0000.96—0.90BuyBuyDependentApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
77DCDOVER CORPORATION CMN—P04/15/202505/08/2025$15,001 - $50,0000.96—0.90BuyBuyDependentApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
78DCINTUIT INC CMN—P04/15/202505/08/2025$15,001 - $50,0000.96—0.90BuyBuyDependentApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
79DCCITIGROUP INC, CMN—P04/15/202505/08/2025$15,001 - $50,0000.96—0.90BuyBuyDependentApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
80DCJOHNSON CONTROLS INTERNATIONAL CMN—P04/15/202505/08/2025$15,001 - $50,0000.95—0.90BuyBuyDependentApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
81DCTHERMO FISHER SCIENTIFIC INC CMN—P04/15/202505/08/2025$15,001 - $50,0000.95—0.90BuyBuyDependentApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
82DCAUTOMATIC DATA PROCESSING INC—P04/15/202505/08/2025$15,001 - $50,0000.96ADP0.95BuyBuyDependentApr 15, 2025$15,001 - $50,000mid $32.5KStockmodelled
83DCUber TechNOLoGIEs, INc, CMn—P04/15/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
84?MICRON TECHNOLOGY, INC, CMN
OCR: owner unreadable
—P04/15/202505/08/2025$1,001 - $15,0000.60—0.90BuyBuyUnknownApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
85DCADVANCED MICRO DEVICES, INC, CMN—P04/15/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
86DCBLACKROCK FUNDING, INC, CMN—P04/15/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
87DCDUPONT DE NEMOURS INC CMN—P04/15/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
88DCPNC FINANCIAL SERVICES GRDUP, CMN—P04/15/202505/08/2025$1,001 - $15,0000.96—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
89DCFEDEX CORPORATION CMN—P04/15/202505/08/2025$1,001 - $15,0000.96—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
90DCAMPHENOL CORP CL-A (NEW) CMN CLASS A—P04/15/202505/08/2025$1,001 - $15,0000.94—0.60BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
91?U.S. BANCORP CMN
OCR: owner unreadable
—P04/15/202505/08/2025$1,001 - $15,0000.60—0.90BuyBuyUnknownApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
92DCNETAPP, INC. CMN—P04/15/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
93DCEATON CORP PLC CMN—P04/15/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
94DCNORDSQN CORPORATIoN CMN—P04/15/202505/08/2025$1,001 - $15,0000.96—0.00BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStocknot modelled
95DCOREGON ST GO 5% 05/01/31 MN—P04/15/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
96DCCHIPOTLE MEXICAN GRILL, JNC. CMN—P04/15/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
97DCKLA CORP CMN—P04/15/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
98DCDElTA AIR LINES, INC. CMN—P04/15/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
99DCSYNOPSYS INC. CMN—P04/15/202505/08/2025$1,001 - $15,0000.92—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
100DCPAYPAL HoLdINGS, INC, CMn—P04/15/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
101DCPACCAR INC CMN—P04/15/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
102DCIPMORGAN CHASE & CO CMN—P04/15/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStocknot modelled
103DCDELL TECHNOLOGIES INC, CMN—P04/15/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
104DCPRUDENTIAL FINANCIAL INC CAN—P04/15/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
105DCUNITED RENTALS, INC. CMN—P04/15/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
106DCPPg INDuStRIES, Inc, CMN—P04/15/202505/08/2025$1,001 - $15,0000.96—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
107DCSEAGATE TECHNOLOGY HOLDIN PLC CMN—P04/15/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
108DCFREEPORT-MCMORAN 1NC CMN—P04/13/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuyDependentApr 13, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
109DCGE HEALTHCARE TECHNOLOGIES INC CMN
OCR: date uncertain
—P04/15/202305/08/2025$1,001 - $15,0000.60—0.90BuyBuyDependentApr 15, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
110DCDOW INC CMN—P04/15/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuyDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
111DCAPPLE INC, CMN—S (partial)04/15/202505/08/2025$15,001 - $50,0000.97—0.90PartialPartial saleDependentApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
112DCADOBE INC CMN—S04/15/202505/08/2025$15,001 - $50,0000.97—0.90SellSellDependentApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
113?CATERPILLAR INC (DELAWARE) CMN
OCR: owner unreadable
—S04/15/202505/08/2025$15,001 - $50,0000.60—0.90SellSellUnknownApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
114DCANALOG DEVICES, INC. CMN—S04/15/202505/08/2025$15,001 - $50,0000.97—0.90SellSellDependentApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
115DCLAM RESEARCH CORPORATION CMN—S (partial)04/15/202505/08/2025$15,001 - $50,0000.97—0.90PartialPartial saleDependentApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
116?WALT DISNEY COMPANY (THE) CMN
OCR: owner unreadable
—S04/15/202505/08/2025$15,001 - $50,0000.60THE0.95SellSellUnknownApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewmodelled
117DCUNION PACIFIC CORP, CMN—S (partial)04/15/202505/08/2025$15,001 - $50,0000.97—0.90PartialPartial saleDependentApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
118?PFIZER INC. CMN
OCR: owner unreadable
—S04/15/202505/08/2025$15,001 - $50,0000.60—0.90SellSellUnknownApr 15, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
119DCWELLS FARGO & COMPANY CMN—S (partial)04/15/202505/08/2025$15,001 - $50,0000.97—0.00PartialPartial saleDependentApr 15, 2025$15,001 - $50,000mid $32.5KStocknot modelled
120DCMOODY'S CORPORATION CMN—S04/15/202505/08/2025$15,001 - $50,0000.97—0.00SellSellDependentApr 15, 2025$15,001 - $50,000mid $32.5KStocknot modelled
121DCILLINOIS TOOL WORKS CMN—S04/15/202505/08/2025$1,001 - $15,0000.94—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
122DCTHE PROCTER & GAMBLE COMPANY CMN—S (partial)04/15/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
123DCZOETIS INC. CMN CLASS A—S04/15/202505/08/2025$1,001 - $15,0000.95—0.00SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStocknot modelled
124DCKEYCORP CMN—S04/15/202505/08/2025$1,001 - $15,0000.95—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
125DCSERVICENOW INC CMN—S04/15/202505/08/2025$1,001 - $15,0000.95—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
126DCPROLOGIS INC CMN—S04/15/202505/08/2025$1,001 - $15,0000.94—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
127DCUNITED PaRCEL SERVICE, INC, CLASS B COMMON STOCK—S (partial)—05/08/2025$1,001 - $15,0000.95UPS0.95PartialPartial saleDependent—$1,001 - $15,000mid $8KStockReviewnot modelled
128DCACCENTURE PLC CMN CEASS A—S04/15/202505/08/2025$1,001 - $15,0000.95—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
129DCOLD DOMINION FREIGHT LINE, INC CMN—S04/15/202505/08/2025$1,001 - $15,0000.95—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
130?COMCAST CORPORATION CMN CLASS A VOTING
OCR: owner unreadable
—S (partial)04/15/202505/08/2025$1,001 - $15,0000.60—0.00PartialPartial saleUnknownApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
131DCTIX COMPANIES INC (NEW) CMN—S (partial)04/15/202505/08/2025$1,001 - $15,0000.95—0.60PartialPartial saleDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
132DCEMERSON ELECTRIC CO. CMN—S04/15/202505/08/2025$1,001 - $15,0000.94—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
133DCMORGAN STANLEY HYBRID 12/10/2026 USD—S04/10/202505/08/2025$1,001 - $15,0000.94—0.00SellSellDependentApr 10, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
134DCTARGET CORPORATION CMN—S (partial)04/15/202505/08/2025$1,001 - $15,0000.94—0.90PartialPartial saleDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
135DCIQVIA HOLDINGS INC CMN—S (partial)04/15/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
136DCJFORTINET, INC, CMN—S04/15/202505/08/2025$1,001 - $15,0000.94—0.00SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStocknot modelled
137?MEDTRONIC PUBLIC LIMITED COMPA CMN
OCR: owner unreadable
—S04/15/202505/08/2025$1,001 - $15,0000.60—0.00SellSellUnknownApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
138DCREGENERON PHARMACEUTICAL INC—S04/15/202505/08/2025$1,001 - $15,0000.95—0.88SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
139DCXYLEM INC. CMN—S04/15/202505/08/2025$1,001 - $15,0000.95—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
140DCAIr PRoDUCtS & CHEMICaLS INC cMN—S04/15/202505/08/2025$1,001 - $15,0000.95—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
141DCKKr & CO. INC, CMN—S (partial)04/15/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleDependentApr 15, 2025$1,001 - $15,000mid $8KStocknot modelled
142DCAPOLLO GLOBAL MANAGEMENT INC Cmn—S04/15/202505/08/2025$1,001 - $15,0000.94—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
143DCTRUIST FINANCIAL CORPORATION CMN—S04/15/202505/08/2025$1,001 - $15,0000.94—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
144DCN VR INC CMN—S04/15/202505/08/2025$1,001 - $15,0000.95—0.00SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStocknot modelled
145DCON SEMICONDUCTOR CORPORATION CMN—S04/15/202505/08/2025$1,001 - $15,0000.95—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
146DCREVVITY INC CMN—S04/15/202505/08/2025$1,001 - $15,0000.95—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
147DCAMERIPRISE FINANCIAL, INC. CMN—S (partial)04/15/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
148DCS&P GLOEAL INC. CMN—S (partial)04/15/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleDependentApr 15, 2025$1,001 - $15,000mid $8KStocknot modelled
149DCFOX CORPORATION 4.70S% Q1/25/2029 USD—S04/10/202505/08/2025$1,001 - $15,0000.95—0.00SellSellDependentApr 10, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
150DCSHERWIN-WIILAMS CO CMN—S04/15/202505/08/2025$1,001 - $15,0000.95—0.00SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStocknot modelled
151DCNORFOLK SOUTHERN CORP CMN—S04/15/202505/08/2025$1,001 - $15,0000.94—0.00SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStocknot modelled
152DCAMETEK INC (NEW) CMN—S04/15/202505/08/2025$1,001 - $15,0000.94—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
153DCHIlton WoRldwIde HoLdiNgS INc.—S04/15/202505/08/2025$1,001 - $15,0000.94HLT0.95SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockmodelled
154DCBECTGN, DICKINSON AND COMPANY CMN—S04/15/202505/08/2025$1,001 - $15,0000.95—0.00SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStocknot modelled
155?HENRY SCHEIN INC COMMON STOCK
OCR: owner unreadable
—S04/15/202505/08/2025$1,001 - $15,0000.60HSIC0.95SellSellUnknownApr 15, 2025$1,001 - $15,000mid $8KStockReviewmodelled
156DCKEYSIGHT TECHNOLOGIES, INC, CMN—S (partial)04/15/202505/08/2025$1,001 - $15,0000.94—0.90PartialPartial saleDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
157?J B HUNT TRANS SVCS INC CMN
OCR: owner unreadable
—S04/15/202505/08/2025$1,001 - $15,0000.60—0.00SellSellUnknownApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
158DCWEYERHAEUSER COMPANY CMN—S04/15/202505/08/2025$1,001 - $15,0000.95—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
159DCAMAZON.COM INC CMN—S (partial)04/15/202505/08/2025$1,001 - $15,0000.94—0.00PartialPartial saleDependentApr 15, 2025$1,001 - $15,000mid $8KStocknot modelled
160DCBLACKSTONE GROUP INCITHE CMN—S (partial)04/15/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
161DCWESTINGHOUSE AIR BRAKE TECHNOL CMN—S04/15/202505/08/2025$1,001 - $15,0000.95—0.00SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStocknot modelled
162DCGEN DIGITAL INC CMN—S04/15/2025—$1,001 - $15,0000.95—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
163DCGLOBAL PAYMENTS INC, CMN—S (partial)04/15/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
164DCMETLIFE, INC. CMN—S (partial)04/15/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
165DCW.W. GRAINGER INC CMN—S (partial)04/15/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
166DCREGIONS FINANCIAL CORPORATION CMN—S04/15/202505/08/2025$1,001 - $15,0000.95—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
167DCM&T BANK CORPORATION CMN—S04/15/202505/08/2025$1,001 - $15,0000.95—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
168DCROCKWELLAUTOMATION INC CMN—S04/15/202505/08/2025$1,001 - $15,0000.95—0.00SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStocknot modelled
169DCZEBRA TECHNOLOGIES INC CMN CLASS—S04/15/202505/08/2025$1,001 - $15,0000.95—0.90SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
170DCCHARLES RVER LABORATORIES INT CMN—S04/15/202505/08/2025$1,001 - $15,0000.95—0.00SellSellDependentApr 15, 2025$1,001 - $15,000mid $8KStocknot modelled
171DCFOX CORP 3.5% 04/08/2030 USD—S04/10/202505/08/2025$1,001 - $15,0000.95—0.00SellSellDependentApr 10, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
172?REALTY INCOME CORP 2.85% 12/15/2032 USD
OCR: owner unreadable
—S04/10/202505/08/2025$1,001 - $15,0000.60—0.00SellSellUnknownApr 10, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
173SPBANK OF MONTREAL LINKED TO S&P 500 INDEX—P04/24/202505/08/2025$50,001 - $100,0000.96—0.00BuyBuySpouseApr 24, 2025$50,001 - $100,000mid $75KUnknownReviewnot modelled
174SPTARGET CORPORATION CMN—P04/04/202505/08/2025$15,001 - $50,0000.95—0.90BuyBuySpouseApr 4, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
175SPMKS INSTRUMENTS iINC CMN—P04/03/202505/08/2025$15,001 - $50,0000.95—0.00BuyBuySpouseApr 3, 2025$15,001 - $50,000mid $32.5KStocknot modelled
176SPHOLOGIC INCORPORATED CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
177SPGLOBAL PAYMENTS INC. CMN—P04/07/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 7, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
178SPMKS INSTRUMENTS INC CMN—P04/04/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStocknot modelled
179SPTARGET CORPORATION CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
180SPTARGET CORPORATION CMN—P04/07/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 7, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
181SPGLOBAL PAYMENTS INC, CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
182SPTRUIST FINANCIAL CORPORATION CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
183SPTRUIST FINANCIAL CORPORATION CMN—P04/16/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 16, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
184SPBANK OF AMERICA CORP CMN—P04/04/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
185SPMICRON TECHNQLOGY, INC, CMN—P04/04/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStocknot modelled
186SPGLOBAL PAYMENTS INC. CMN
OCR: date uncertain
—P04/08/202505/08/2025$1,001 - $15,0000.60—0.90BuyBuySpouseApr 8, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
187SPALPHABET INC. CMN CLASS C—P04/09/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
188SPMKS INSTRUMENTS INC CMN—P04/08/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 8, 2025$1,001 - $15,000mid $8KStocknot modelled
189SPHOLOGIC INCORPORATED CMN—P04/04/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStocknot modelled
190SPTENABLE HOLDINGS, 1NC CMN—P04/30/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 30, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
191SPPINTEREST INC CMN CLASS A—P04/03/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 3, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
192SPMKS INSTRUMENTS INC.CMN—P04/10/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 10, 2025$1,001 - $15,000mid $8KStocknot modelled
193SPTRUIST FINANCIAL ORPORATION CMN—P04/17/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 17, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
194SPCMN—P04/10/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuySpouseApr 10, 2025$1,001 - $15,000mid $8KStocknot modelled
195SPNCR VOYIX CORP CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
196SPGLOBAL PAYMENTS INC, CMN—P04/14/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 14, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
197SPNCR VOYIX CORP CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
198SPPENN ENTERTAINMENT INC CMN—P04/11/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 11, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
199SPMKS INSTRUMENTS INC CMN—S04/15/202505/08/2025$15,001 - $50,0000.97—0.00SellSellSpouseApr 15, 2025$15,001 - $50,000mid $32.5KStocknot modelled
200SPMKS INSTRUMENTS INC CMN—S04/16/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 16, 2025$1,001 - $15,000mid $8KStocknot modelled
201SPOKTA, INC. CMN CLASS A—S (partial)04/07/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleSpouseApr 7, 2025$1,001 - $15,000mid $8KStocknot modelled
202SPBAXTER INTERNATIONAL INC CMN—S (partial)04/09/202505/08/2025$1,001 - $15,0000.96—0.90PartialPartial saleSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
203SPBERKSHIRE HATHAWAY INC. CLASS B—S (partial)04/17/202505/08/2025$1,001 - $15,0000.95BRK-B0.92PartialPartial saleSpouseApr 17, 2025$1,001 - $15,000mid $8KStockmodelled
204SPBERKSHIRE HATHAWAY INC, CLASS B—S (partial)04/11/202505/08/2025$1,001 - $15,0000.95BRK-B0.92PartialPartial saleSpouseApr 11, 2025$1,001 - $15,000mid $8KStockmodelled
205SPOKta, IncC. cmN ClaSS A—S (partial)04/08/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleSpouseApr 8, 2025$1,001 - $15,000mid $8KStocknot modelled
206SPOKTA, INC, CMN CLASS A—S04/04/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStocknot modelled
207SPSENSATA TECHNOLOGIES HOLDING P CMN—S (partial)04/04/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
208SPZIMMER BIOMET HOLDINGS INC—S (partial)04/04/202505/08/2025$1,001 - $15,0000.96ZBH0.95PartialPartial saleSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
209SPOUN & BRADSTREET HOLDINGS, INC CMN—S (partial)04/03/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleSpouseApr 3, 2025$1,001 - $15,000mid $8KStocknot modelled
210SPSS&C TECHNOLOGIES HOLDINGS, IN CMN—S (partial)04/10/202505/08/2025$1,001 - $15,0000.94—0.90PartialPartial saleSpouseApr 10, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
211SPDUN & BRADSTREEt HOLdINGS, INe.—S (partial)04/04/202505/08/2025$1,001 - $15,0000.94—0.00PartialPartial saleSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
212SPBAXTER INTERNATIONAL INC CMN—S (partial)04/03/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 3, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
213SPDUN & BRADSTREET HOLDINGS, INC CMN—S04/09/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
214SPBAXTER INTERNATIONAL INC CMN—S (partial)04/08/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 8, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
215SPGRAPHIC PACKAGING HLDGCO CMN—S (partial)04/28/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 28, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
216SPGRAPHIC PACKAGING HLDGCO CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
217SPMKS INSTRUMENTS INC CMN—S04/17/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 17, 2025$1,001 - $15,000mid $8KStocknot modelled
218SPSENSATA TECHNOLOGIES HOLDING P CMN—S (partial)04/30/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 30, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
219SPSENSATA TECHNOLOGIES HOLDING P CMN—S (partial)04/11/202505/08/2025$1,001 - $15,0000.94—0.90PartialPartial saleSpouseApr 11, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
220SPGRaPHIC pACKaGING HLDGCO CMN—S (partial)04/02/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 2, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
221SPGRAPHIC PACKAGING HLDGCO CMN—S (partial)04/24/2025—$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 24, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
222SPBANK OF MONTREAL LINKED TO S&P 500 INDEX—P04/24/202505/08/2025$100,001 - $250,0000.95—0.00BuyBuySpouseApr 24, 2025$100,001 - $250,000mid $175KUnknownReviewnot modelled
223SPMICROSOFT CORPORATION CMN—P04/09/202505/08/2025$50,001 - $100,0000.95—0.90BuyBuySpouseApr 9, 2025$50,001 - $100,000mid $75KStockReviewnot modelled
224SPTHERMO FISHER SCIENTIFIC INC CMN—P04/09/202505/08/2025$15,001 - $50,0000.96—0.90BuyBuySpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
225SPBLACKRQCK FUNOING, INC, CMN—P04/09/202505/08/2025$15,001 - $50,0000.95—0.00BuyBuySpouseApr 9, 2025$15,001 - $50,000mid $32.5KStocknot modelled
226SPCATERPILLAR INC (DELAWARE) CMN—P04/09/202505/08/2025$15,001 - $50,0000.96—0.90BuyBuySpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
227SPADOBE INC CMN—P04/09/202505/08/2025$15,001 - $50,0000.95—0.90BuyBuySpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
228SPTARGET CORPORATION CMN—P04/04/202505/08/2025$15,001 - $50,0000.95—0.90BuyBuySpouseApr 4, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
229SPAMPHENOL CORP Cl-A (NEW) CMN CLASS A—P04/09/202505/08/2025$15,001 - $50,0000.95—0.60BuyBuySpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
230SPCOGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A—P04/09/202505/08/2025$15,001 - $50,0000.95—0.90BuyBuySpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
231SPPEPSICO, INC. CMN—P04/09/202505/08/2025$15,001 - $50,0000.96—0.90BuyBuySpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
232SPAPPUED MATERIALS INC CMIN—P04/09/202505/08/2025$15,001 - $50,0000.96—0.00BuyBuySpouseApr 9, 2025$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
233SPEATON CORP PLC CMN—P04/09/202505/08/2025$15,001 - $50,0000.96—0.90BuyBuySpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
234SPMID-AMERICA APT CMNTYS INC CMN—P04/09/202505/08/2025$15,001 - $50,0000.95—0.00BuyBuySpouseApr 9, 2025$15,001 - $50,000mid $32.5KStocknot modelled
235SPCITIGROUP INC, CMN—P04/23/202505/08/2025$15,001 - $50,0000.96—0.90BuyBuySpouseApr 23, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
236SPMKS INSTRUMENTS INC CMN—P04/03/202505/08/2025$15,001 - $50,0000.96—0.00BuyBuySpouseApr 3, 2025$15,001 - $50,000mid $32.5KStocknot modelled
237SPPNC.FINANCIAL SERVICES GROUP, CMN—P04/09/202505/08/2025$15,001 - $50,0000.96—0.00BuyBuySpouseApr 9, 2025$15,001 - $50,000mid $32.5KStocknot modelled
238SPCADENCE DESIGN SYSTEMS INC CMN—P04/09/202505/08/2025$15,001 - $50,0000.95—0.90BuyBuySpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
239SPMICRON TECHNOLOGY, INC., CMn—P04/09/202505/08/2025$15,001 - $50,0000.95—0.90BuyBuySpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
240SPNASDAQ INC. CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
241SPKKr & cO. INC. CMN—P04/09/202505/08/2025$1,001 - $15,0000.96—0.00BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
242SPUNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK—P04/09/202505/08/2025$1,001 - $15,0000.95UPS0.95BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
243SPSYNOPSYS INC. CMN—P04/09/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
244SPA VOTING—P04/09/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
245SPCOSTCO WHOLESALE CORPORATION—P04/09/202505/08/2025$1,001 - $15,0000.95COST0.95BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
246SPAMGEN INC, CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
247SPHOLOGIC INCORPORATED CMN—P04/09/202505/08/2025$1,001 - $15,0000.96—0.00BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
248SPWESTINGHOUSE AIR BRAKE TECHNOL CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
249SPBOOKING HOLDINGS INC. CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
250SPCHIPOTLE MEXICAN GRILL INC. EMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
251SPGLOBAL PAYMENTS INC, CMN—P04/07/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 7, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
252SPAMERICAN TOWER CORPORATION CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
253SPBERKSHIRE HATHAWAY INC, CLASS B—P04/23/202505/08/2025$1,001 - $15,0000.95BRK-B0.92BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockmodelled
254SPCINTAS CQRPORATION CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
255SPCHUBB LIMITED CMN—P04/09/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
256SPPRINCIPAL FiNANCIAL GROUP, INC CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
257SPDELTA AIR UNES, INC. CMN—P04/09/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
258SPAPPLIED MATERIALS INC CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
259SPREGENERON PHARMACEUTICAL INC CMN—P04/09/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
260SPMKS INSIRUMENFS INC CMN—P04/04/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStocknot modelled
261SPALPHaBET INC, CMN CLASS C—P04/09/202505/08/2025$1,001 - $15,0000.93—0.00BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
262SPDoW INC CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
263SPFAIR ISAAC INC CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
264SPCoPaRt, INc. CMn—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
265SPFISERV, INC. CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
266SPCISCO SYSTEMS, INC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
267SPCAPITAL ONE FINANCIAL CORP CMN—P04/09/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
268SPTARGET CORPORATION CMN—P04/09/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
269SPCROWN CASTLE INTL CORP CMN—P04/09/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
270SPUNITEdHEALTH GROUP INCORPdRATE CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
271SPTARGET CORPORATION CMN—P04/07/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 7, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
272SPZOETIS INC, CMN CLASS A—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
273SPSYNOPSYS INC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
274SP3M COMPANY CMN—P04/09/202505/08/2025$1,001 - $15,0000.96—0.00BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
275SPTHE HOME DEPOT, INC, CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
276SPGLOBAL PAYMENIS INC. CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
277SPKIMBERLY-CLARK CORPORATION CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
278SPQUANTA SERVICES INC CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
279SPSALESFORCE INC CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
280SPFREEPORT-MCMORAN INC CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
281SPTERADYNE INC CMN—P04/23/202505/08/2025$1,001 - $15,0000.96—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
282SPTRUIST FINANCIAL.CORPOAATION CMN—P04/23/202505/08/2025$1,001 - $15,0000.96—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
283SPKLA CORP CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
284SPUNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK—P04/23/202505/08/2025$1,001 - $15,0000.95UPS0.95BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockmodelled
285SPTRUIST FINANCIAL CORPORATION CMN—P04/16/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 16, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
286SPCHARLES SCHWAB CORPORATION CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
287SPMARRIOTT INTERNATIONAL, INC CMN CLasS A—P04/23/202505/08/2025$1,001 - $15,0000.96—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
288SPBANK OF AMERICA CORP CMN
OCR: low text confidence
—P04/04/202505/08/2025$1,001 - $15,0000.60—0.90BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
289SPCITIZENS FINANCIAL GROUP,INC. CMN—P04/09/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
290SPMICRON TECHNOIOGY, INC, CMN—P04/04/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStocknot modelled
291SPGLOBAL PAYMENTS INC. CMN—P04/08/2025—$1,001 - $15,0000.94—0.90BuyBuySpouseApr 8, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
292SPBOSTON SCIENTIFIC CORP, COMMON Stock—P04/23/202505/08/2025$1,001 - $15,0000.95BSX0.95BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockmodelled
293SPKLA CORP CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
294SPMC DONALDS CORP CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
295SPFEDEX CORPORATION CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
296SPMKS INSTRUMENT'S INC CMN—P04/08/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuySpouseApr 8, 2025$1,001 - $15,000mid $8KStocknot modelled
297SPHOLOGIC INCORPORATED CMN—P04/04/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStocknot modelled
298SPTENAbLE HOLDINGs, INC CMN—P04/30/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 30, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
299SPU.S. BANCORP CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
300SPWASTE MANAGEMENT INC CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
301SPNOROSON CORPORATION CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
302SPPINTEREST INC CMN CLASS A—P04/03/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 3, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
303SPRAYMOND JAMES FINANCIAL, INC.—P04/23/202505/08/2025$1,001 - $15,0000.95RJF0.95BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockmodelled
304SPUNITED RENTALS, INC, CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
305SPROSS STORES,INC CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
306SPEXPEDITORS INTERNATIONAL OF WA—P04/23/202505/08/2025$1,001 - $15,0000.95—0.85BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
307SPINTL.FLAVORS & FRAGRANCE CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
308SPAUTODESK, INC, CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
309SPT. ROWE PRICE GROUP, INC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
310SPESTEE LAUDER COS INC CL-A CMN CLASS A—P04/23/2025—$1,001 - $15,0000.94—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
311SPJOHNSON & JOHNSON CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
312SPNETAPP, INC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
313SPNEWS CORPORATION CMN CLASS A—P04/23/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
314SPUNITED AIRLINES HOLDINGS INC CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
315SPVERTEX PHARMACEUTICALS INCORPO—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
316SPJNTUITIVE SURGICAL, INC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
317SPVULCAN MATERIALS CO CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
318SPINTL BUSINESS MACHINES CORP CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
319SPCORTEVA, INC, CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
320SPCOOPER COS INC/THE CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
321SPBALL CORPORATION CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
322SPHUNTINGTON BANCSHARES INCORPOR! Cmn—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
323SPTRACTOR SUPPLY COMPANY CMN—P04/09/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
324SPGE HEaLTHCARE TECHNOLOGIES INC CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
325SPLYONDELIBASELL INDUSTRIES N.V. CMN CLASS A—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
326SPFORd MOtoR CoMPaNY CMN—P04/09/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
327SPDELL TECHNOLOGIES INC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
328SPHP INC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.96—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
329SPIQVIA HOLDINGS JNC CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
330SPELECTRONIC ARTS CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
331SPMOTOROLA SOLUTIONS INC CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
332SPADOBE INC CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
333SPMKS INSTRUMENTS INC CMN—P04/10/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 10, 2025$1,001 - $15,000mid $8KStocknot modelled
334SPINTEL CORPORATION CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
335SPTRUIST FINANCIAL CORPQRATIQN CMN—P04/17/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 17, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
336SPNETFUIX, 1NC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
337SPANSYS, INC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
338SP[PENN ENTERTAINMENT INC CMN—P04/30/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 30, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
339SPunIted 'REntals, Inc. CMn—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
340SPEXTRA SPACE STORAGE INC, CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
341SPCHUBB LIMITED CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
342SPKEYSIGHT TECHNOLOGIES, INC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
343SPDEERE & COMPANY CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
344SPSEAGATE TECHNOLOGY HOLDIN PLC CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
345SPDECKERS OUTDOORS CORP CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
346SPDOORDASH INC CMN CIASS A—P04/23/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
347SPFIRST ·SOLAR, INC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
348SPCADENCE DESIGN SYSTEMS INC CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
349SPALIGNTECHNOLOGY,INC CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
350SPAKAMAI TECHNOLOGIES, INC, CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
351SPAGILENT TECHNOLOGIES, INC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
352SPLVE NATION ENTERTAINMENT INC CmN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
353SPSTATE STREET CORPORATION (NEW) CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
354SPAEBOTT LABORATORIES CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
355SPELANCO ANIMAL HEALTH INCORPORA CMN—P04/10/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 10, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
356SPGE HEALTHCARE TECHNOLOGIES INC Cmn—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
357SPSOUTHWEST AIRLINES CO CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
358SPOMNICOM GROUP CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
359SPWARNER BROS DISCOVERY INC CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
360SPMICRON TECHNOLOGY, INC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
361SPNORWEGIAN CRUISE LINE HLDG LTD CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
362SPSYSCO CORPORATION CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
363SPIDEX CORPORATION COMMON STOCK—P04/23/202505/08/2025$1,001 - $15,0000.94IEX0.95BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockmodelled
364SPALBEMARLE CORP CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
365SPAMPHENOL CORP CL-A (NEW) CMN CLASS A—P04/23/202505/08/2025$1,001 - $15,0000.95—0.60BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
366SPMOSAIC COMPANY (THE) CMN—P04/23/202505/08/2025$1,001 - $15,0000.95THE0.95BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewmodelled
367SPSTARBUCKS CORP. CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
368SPZIMMER BIQMET HOLDINGS INC—P04/23/202505/08/2025$1,001 - $15,0000.95—0.83BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
369SPCENTENE CORPORATION CMN—P04/23/202505/08/2025$1,001 - $15,0000.93—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
370SPVIATRIS INC CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
371SPWEYERHAEuSER CoMPANY CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
372SPINVESCO LTD. CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
373SPFORTINET, INC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
374SPCAESARS ENTERTAINMENT INC CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
375SPINTERPUBLIC GROUP COS CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
376SPARCHER-DANIELS-MIDLAND COMPANY—P04/23/202505/08/2025$1,001 - $15,0000.94ADM0.95BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockmodelled
377SPZEBRA TECHNOLOGIES INC CMN CLASS—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
378SPBIOGEN INE. CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
379SPDOLLAR GENERAL CORPORATION CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
380SPSKYworKs SoLUtiCnS, Inc, CMn—P04/23/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
381SPBUILDERS FIRSTSOURCE, INC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
382SPALTRIA GROUP, INC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
383SPARCH CAPITAL GROUP LTD, CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
384SPWESTERN DIGITAL CORPORATION CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
385SPDIGITAL REALTY TRUST, INC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
386SPWEST PHARMACEUTICAL SERVICES INC—P04/23/202505/08/2025$1,001 - $15,0000.94WST0.95BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockmodelled
387SPGLOBAL PAYMENTS INC, CMN—P04/14/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 14, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
388SPKKR &. cO. INc. CN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
389SPFEDEX CORPORATION CMN—P04/23/202505/08/2025$1,001 - $15,0000.82—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
390SPAVALONBAY COMMUNITIES INC CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
391—Put Aeet Hhamie
OCR: date unreadable, low text confidence
—S——$500,001 - $1,000,0000.30—0.00SellSellSelf—$500,001 - $1,000,000mid $750KOptionReviewnot modelled
392SPENPHASE ENERGY, INC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
393SPPALANTIR TECHNOLOGIES INC. CMN—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
394SPNCR VOYIX CORP CMN—P04/03/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 3, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
395SPUltRa CLEan HoldiINGS, INC. CMn—P04/30/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 30, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
396SPJOHNSON CONTROLS INTERNATIONAL—P04/23/202505/08/2025$1,001 - $15,0000.95JCI0.95BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockmodelled
397SPNCR VOYIX cORP GMN—P04/23/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
398SPMETA PLATFORMS INC-CLASS A CMN CLASS A—P04/23/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
399SPNCR VOYIX CORP CMN—P04/22/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 22, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
400SPPENN ENTERTAINMENT INC CMN—P04/11/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 11, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
401SPIBERDROLA SOCIEDAD ANONIMA SPONSORED ADR CMN—P04/11/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 11, 2025$1,001 - $15,000mid $8KStocknot modelled
402SPPUT/XSP @ 587 EXP 04/11/2025—P04/09/202505/08/2025$15,001 - $50,0000.96—0.00BuyBuySpouseApr 9, 2025$15,001 - $50,000mid $32.5KOptionnot modelled
403SPPUT/XSP @ 590 EXP 04/17/2025—P04/14/202505/08/2025$15,001 - $50,0000.95—0.00BuyBuySpouseApr 14, 2025$15,001 - $50,000mid $32.5KOptionnot modelled
404SPPUT/XSP @ 581 EXP 04/04/2025—P04/03/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuySpouseApr 3, 2025$1,001 - $15,000mid $8KOptionnot modelled
405SPPUT/XSP @ 544 EXP 04/17/2025—P04/16/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 16, 2025$1,001 - $15,000mid $8KOptionnot modelled
406SPPUT/XSP @ 550 EXP 04/30/2025—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KOptionnot modelled
407SPPUT/XS? @ 555 EXP 04/17/2025—P04/14/202505/08/2025$1,001 - $15,0000.93—0.00BuyBuySpouseApr 14, 2025$1,001 - $15,000mid $8KOptionnot modelled
408SPPUT/XSP @ 528 EXP 04/30/2025—P04/23/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 23, 2025$1,001 - $15,000mid $8KOptionnot modelled
409SPPUT/XSP Xa t+s @ 04/17/2025—P04/14/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 14, 2025$1,001 - $15,000mid $8KOptionnot modelled
410SPPUT/XSP @ 515 EXP 07/18/2025—S04/14/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 14, 2025$1,001 - $15,000mid $8KOptionnot modelled
411SPPUT/XSP @ 505 EXP 08/15/2025—S04/23/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KOptionnot modelled
412SPPUT/XSP @ 506 EXP 06/30/2025—S04/16/202505/08/2025$1,001 - $15,0000.96—0.00SellSellSpouseApr 16, 2025$1,001 - $15,000mid $8KOptionnot modelled
413SPPUT/XSP @ 517 EXP 07/18/2025—S04/03/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 3, 2025$1,001 - $15,000mid $8KOptionnot modelled
414SPPUT/XSP @ 510 EXP 07/31/2025—S04/14/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 14, 2025$1,001 - $15,000mid $8KOptionnot modelled
415SPPUT/XSP @ 460 EXP 06/30/2025—S04/09/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KOptionnot modelled
416?PUT/XSp @ 490 EXP 07/31/2025
OCR: owner unreadable
—S04/23/202505/08/2025$1,001 - $15,0000.60—0.00SellSellUnknownApr 23, 2025$1,001 - $15,000mid $8KOptionReviewnot modelled
417SPMICROSOFT CORPORATION CMN—S (partial)04/23/202505/08/2025$50,001 - $100,0000.97—0.90PartialPartial saleSpouseApr 23, 2025$50,001 - $100,000mid $75KStockReviewnot modelled
418SPAPPLE INC. CMN—S (partial)04/09/202505/08/2025$15,001 - $50,0000.97—0.90PartialPartial saleSpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
419SPBANK OF AMERICA CDRP CMN—S04/09/202505/08/2025$15,001 - $50,0000.95—0.90SellSellSpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
420SPMERCK & CO., INC, CMN—S04/23/202505/08/2025$15,001 - $50,0000.97—0.90SellSellSpouseApr 23, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
421SPABBVIE INC. CMN—S (partial)04/09/202505/08/2025$15,001 - $50,0000.97—0.90PartialPartial saleSpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
422SPTHE PROCTER & GAMBLE COMPANY—S (partial)04/09/202505/08/2025$15,001 - $50,0000.97PG0.95PartialPartial saleSpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockmodelled
423SPInTuit Inc cmn—S04/09/202505/08/2025$15,001 - $50,0000.97—0.90SellSellSpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
424SPWALT DISNEY COMPANY ITHE2 CNIN—S04/09/202505/08/2025$15,001 - $50,0000.97—0.90SellSellSpouseApr 9, 2025$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
425SPUNION PACIFIC CORP. CMN—S04/09/202505/08/2025$15,001 - $50,0000.97—0.90SellSellSpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
426SPSERVICENOW INC CMN—S (partial)04/09/202505/08/2025$15,001 - $50,0000.97—0.90PartialPartial saleSpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
427SPMKS INSTRUMENTS INC CMN—S04/15/202505/08/2025$15,001 - $50,0000.97—0.00SellSellSpouseApr 15, 2025$15,001 - $50,000mid $32.5KStocknot modelled
428SPALPHABET INC. CMN CLASS A—S (partial)04/09/202505/08/2025$15,001 - $50,0000.97—0.00PartialPartial saleSpouseApr 9, 2025$15,001 - $50,000mid $32.5KStocknot modelled
429SPPROLOGIS INC CMN—S04/09/202505/08/2025$15,001 - $50,0000.97—0.90SellSellSpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
430SPMORGAN STANLEY CMN—S (partial)04/09/202505/08/2025$15,001 - $50,0000.97—0.00PartialPartial saleSpouseApr 9, 2025$15,001 - $50,000mid $32.5KStocknot modelled
431SPQUALCOMM INC CMN—S04/09/202505/08/2025$15,001 - $50,0000.97—0.90SellSellSpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
432SPTEXAS INSTRUMENTS INC. CMN—S04/09/202505/08/2025$15,001 - $50,0000.97—0.90SellSellSpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
433SPLOWES COMPANIES INC CMN—S04/09/202505/08/2025$15,001 - $50,0000.97—0.90SellSellSpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
434SPPFIZER INC, CMN—S04/09/202505/08/2025$15,001 - $50,0000.97—0.90SellSellSpouseApr 9, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
435SPBROADCOM INC, CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
436SPACCENTURE PLC CMN CLASS A—S (partial)04/09/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
437SPCITIGROUP INC. CMN—S04/09/202505/08/2025$1,001 - $15,0000.94—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
438SPILLINoIS ToOL WoRKS CMN—S04/09/202505/08/2025$1,001 - $15,0000.94—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
439SPLAM RESEARCH CORPORATION CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
440SPANaLOg DEVIces, I'Nc. CMn—S04/09/2025—$1,001 - $15,0000.94—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
441SPMKS INSTRUMENTS INC CMN—S04/16/202505/08/2025$1,001 - $15,0000.94—0.00SellSellSpouseApr 16, 2025$1,001 - $15,000mid $8KStocknot modelled
442SPIoKTa, Inc, CMn CLaSS A
OCR: low text confidence
—S (partial)04/07/202505/08/2025$1,001 - $15,0000.60—0.00PartialPartial saleSpouseApr 7, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
443SPTHE BANK QF NY MELLON CORP CMN—S04/09/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
444SPCHIPOTLe MexIcan grILl, Inc. CMn—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
445SPCSX CORPORATION CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.96—0.90PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
446SPMOODY'S CORPORATION CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
447SPDELTA AIR LINES, INC. CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
448SPPaccar INc CMN—S04/09/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
449SPBAXTER INTERNATIONAL INC CMN—S (partial)04/09/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
450SPHIlton WoRdwIde Holdings Inc.—S04/09/202505/08/2025$1,001 - $15,0000.95—0.87SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
451SPLINDE PLC CMN—S (partial)04/09/202505/08/2025$1,001 - $15,0000.96—0.90PartialPartial saleSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
452SPBERKSHIRE HATHAWAY INC. CLASS B—S (partial)04/17/202505/08/2025$1,001 - $15,0000.96BRK-B0.92PartialPartial saleSpouseApr 17, 2025$1,001 - $15,000mid $8KStockmodelled
453SPMETUFE, INC. CMN—S04/09/202505/08/2025$1,001 - $15,0000.96—0.00SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
454SPFASTENAL COMPANY CMN—S04/09/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
455SPSHERWIN-WILLIAMS CO CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
456SPCOGNIZANT TECHNOLOGY SOLUTIONS CORP GLASS A—S04/23/202505/08/2025$1,001 - $15,0000.94—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
457SPTRUIST FINANCIAL CORPORATION CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
458SPMETTLER-TOLEdO INTL CMNn—S04/09/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
459SPOKTA, INC CMN CLASS A—S (partial)04/08/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleSpouseApr 8, 2025$1,001 - $15,000mid $8KStocknot modelled
460SPCDW CORPORATION CMN—S04/09/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
461SPW.W, GRAINGER INC CMN—S04/09/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
462SPALTRIA GROUP, INC, CMN—S04/09/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
463SPFORTIVE CORPORATION CMN—S04/09/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
464SPOKTA, INC. CMN CLASS A—S (partial)04/04/202505/08/2025$1,001 - $15,0000.94—0.00PartialPartial saleSpouseApr 4, 2025$1,001 - $15,000mid $8KStocknot modelled
465SPWORKDAY, INC. CMN CLASS A—S04/09/202505/08/2025$1,001 - $15,0000.94—0.00SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
466SPAUTOMATIC DATA PROCESSING INC—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95ADP0.95PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStockmodelled
467SPNORFOLK SOUTHERN CORP CMN—S04/09/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
468SPPARKER-HANNIFIN CORP. CMN—S (partial)04/09/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
469SPAMAZON.COM INC CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
470SPZIMMER BIOMET HOLDINGS INC—S (partial)04/04/202505/08/2025$1,001 - $15,0000.95ZBH0.95PartialPartial saleSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
471SPXYLEM INC. CMN—S04/09/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
472SPEMERSOn ELECtRIC CO, CMN—S04/09/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
473SPDUN & BRADSTREET HOLDINGS, INC CMN—S (partial)04/03/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleSpouseApr 3, 2025$1,001 - $15,000mid $8KStocknot modelled
474SPTHE PRGGRESSIVE CORPORATION—S (partial)04/23/202505/08/2025$1,001 - $15,0000.94—0.82PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
475SPSS&C TeCHNQLogIES HQLdINgS, In Cmn—S (partial)04/10/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleSpouseApr 10, 2025$1,001 - $15,000mid $8KStocknot modelled
476SPPRUDEnTIAL FINANCIAL INC CMn—S04/08/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 8, 2025$1,001 - $15,000mid $8KStocknot modelled
477SPROYAL CARIBBEAN GROUP ISIN: LR0008862868—S04/23/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
478SPSENSATA TECHNOLOGIES HOLDING P—S (partial)04/04/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
479SPOLD DOMINION FREIGHT LINE, INC CMN—S04/09/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
480SPHUBBELL INCORPORATED CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
481SPDUN & BRADSTREET HOLDINGS, INC CMN—S (partial)04/04/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleSpouseApr 4, 2025$1,001 - $15,000mid $8KStocknot modelled
482SPD.r. HoRTon, INC. CMN—S04/09/2025—$1,001 - $15,0000.94—0.00SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
483SPS&P GLOBAL INC, CMN—S (partial)04/09/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
484SPINGERSOLL RAND INC CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
485SPCROWDSTRIKE HOLDINGS, INC. CMN—S (partial)04/09/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
486SPTHERMO FISHER SCIENTIFIC INC CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
487SPCHARLES RIVER LABORATORIES INT CMN—S04/09/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStocknot modelled
488SPResMed Inc. cMn—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
489SPARISTA NETWORKS, INC. CMN—S (partial)04/09/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
490SPPALO ALTO NETWORKS INC., CMN—S (partial)04/09/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
491SPBAXTER INTERNATIONAL INC CMN—S (partial)04/03/202505/08/2025$1,001 - $15,0000.96—0.90PartialPartial saleSpouseApr 3, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
492SPPTC INC, CMN—S04/09/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
493SPEQUIFAX INC, CMN—S04/09/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
494SPNIKE CLASS-B CMN CLASS B—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
495SPACCENTURE PLC CMN CLASS A—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
496SPDUN & BRADSTREET HOLDINGS, INC CMN
OCR: date order
—S (partial)04/09/202505/08/2023$1,001 - $15,0000.60—0.00PartialPartial saleSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
497SPBAXTER INTERNATIONAL INE'CMN—S (partial)04/08/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 8, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
498SPPAYCHEX, IN, CMN—S04/23/202505/08/2025$1,001 - $15,0000.94—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
499SPAIR PROdUcTS & CHEMIcALS INC CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
500SPIDEXCOM, INC. CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
501SPBERKSHIRE HATHAWAY INC. CLASS B—S (partial)04/11/202505/08/2025$1,001 - $15,0000.95BRK-B0.92PartialPartial saleSpouseApr 11, 2025$1,001 - $15,000mid $8KStockmodelled
502SPBAXTER INTERNATIONAL INC CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
503SPPPG INDUSTRIES, INC. .CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
504SPMARTIN MARIETTA MATERIALS,INC CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.94—0.90PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
505SPGRAPHIC PACKAGING HLDGCO CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
506SPA.O. SMITH CORP (DEL) CMN—S04/09/202505/08/2025$1,001 - $15,0000.94DEL0.95SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewmodelled
507SPDOVER CORPORATION CMN—S04/09/202505/08/2025$1,001 - $15,0000.94—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
508SPAIRBNB, INC. CMN CLaSS A—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
509SPMKS INSTRUMENTS INC CMN—S04/17/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 17, 2025$1,001 - $15,000mid $8KStocknot modelled
510SPREGIONS FINANCIAL CORPORATION CMN—S04/23/202505/08/2025$1,001 - $15,0000.94—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
511SPOTIS WORLDWIDE CORPORATION—S04/23/202505/08/2025$1,001 - $15,0000.95OTIS0.95SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockmodelled
512SPAlexandriA RealL estate EQurties, Inc.—S04/23/202505/08/2025$1,001 - $15,0000.95—0.86SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
513SPORACLE CORPORATION CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
514SPCARMAX, INC. CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
515SPMASTERCARD INCORPORATED CMN CLasS A—S04/09/202505/08/2025$1,001 - $15,0000.96—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
516SPIDEXX LABORATORIES CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
517SPROCKWELL AUTOMATION INC CMN—S04/09/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
518SPKEYCORP CMN—S04/09/202505/08/2025$1,001 - $15,0000.94—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
519SPCARRIER GLOBAL CORPORATION CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
520SPMEDTRONIC PUBLIC LMITED COMPA CMN—S04/23/202505/08/2025$1,001 - $15,0000.96—0.00SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
521SPSENSATA TECHNOLOGIES HOLDING P—S (partial)04/30/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 30, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
522SPKIMBERLY-CLARK CORPORATION CMN—S04/09/202505/08/2025$1,001 - $15,0000.96—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
523SPMICROCHIP TECHNOLOGY INCORPQRA CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
524SPSENSATA TECHNOLOGIES HOLDING P—S (partial)04/11/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 11, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
525SPDUPONT DE NEMOURS INC CMN—S04/09/202505/08/2025$1,001 - $15,0000.96—0.90SellSellSpouseApr 9, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
526SPBLACKSTONE GROUP INC/THE CMN—S (partial)04/10/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 10, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
527SPTARGET CORPORATION CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
528SPTRANE TECHNOLGGIES PUBLIC LIMI CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
529SPBROADCOM INC. CMN—S (partial)04/10/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 10, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
530SPAPOLLO GLOBAL MANAGEMENT INC CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
531SPASSURANT, 1NC, CMN—S04/23/202505/08/2025$1,001 - $15,0000.94—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
532SPARISTA NETWORKS, INC, CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
533SPADVANCED MICRO DEVICES,INC. CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.94—0.90PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
534SPCLOROX CO (THE) (DELAWARE) CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95THE0.95PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewmodelled
535SPJABIL INC CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
536SPNXP SEMICONDUCTORS N.V, CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
537SPTE CONNECTIVITY CORPORATION CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
538SPMONOLITHIc POwER SYStEMs, INc. CMN—S04/23/202505/08/2025$1,001 - $15,0000.94—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
539SPLENNAR CORPORATION CMN CLASS A—S04/23/202505/08/2025$1,001 - $15,0000.94—0.00SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
540SPDISCOVER FINANCIAL SERVICES CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.94—0.00PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
541SPADVANCEO MICRO DEVICES, INC. CMN—S (partial)04/10/202505/08/2025$1,001 - $15,0000.94—0.00PartialPartial saleSpouseApr 10, 2025$1,001 - $15,000mid $8KStocknot modelled
542SPGODADDY INC. CMN CLASS A—S04/23/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
543SPIHASBRO, INC. CMN—S04/23/202505/08/2025$1,001 - $15,0000.94—0.00SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
544SPSOLVENTUM CORPORATION CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
545SPMGM RESORTS INTERNATIONAL CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
546SPGRAPHIC PACKAGING HLDGCO CMN—S (partial)04/02/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 2, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
547SPBORGWARNER INC. CMN—S04/23/202505/08/2025$1,001 - $15,0000.96—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
548SPGRAPHIC PACKAGING HLDGCO CMN—S (partial)04/28/202505/08/2025$1,001 - $15,0000.96—0.90PartialPartial saleSpouseApr 28, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
549SPGRAPHIC PACKAGING HLDGCO CMN—S (partial)04/24/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 24, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
550SPPAYPAL HOLDINGS, INC. CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
551SPM&T BANK CORPORATION CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
552SPFRANKLIN RESOURCES INC CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
553SPINSULET CORPORATION CMN—S04/23/202505/08/2025$1,001 - $15,0000.96—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
554SPQORVO, INC. CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
555SPGEn DIgiItAL inC CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
556SPAMETEK INC (NEW) CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
557SPEQUITY RESIDENTIAL CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
558SPEASTMAN CHEMICAL COMPANY CMN
OCR: date order, date uncertain
—S04/23/202505/08/2023$1,001 - $15,0000.60—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
559SPTRIMBLE INC CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
560SPEcolab Inc, cMn—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
561SPINTERNATIONAL PAPER CO. CM—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
562SPCORNING INCORPORATED CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
563SPREVVIFY INC CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
564SPEPAM SYSTEMS, INC. CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
565SPBLACKSTONE GROUP INC/THE CMN—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
566SPNORTHERN TRUST CORP CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
567SPLAS VEGAS SANDS CORP, CMN—S04/23/202505/08/2025$1,001 - $15,0000.94—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
568SPVERALTO CORPORATION CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
569SPON SEMICONDUCTOR CORPORATION CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
570SPFACTSET RESEARCH SYSTEMS INC CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
571SPSTANLEY BLACK & DECKER, INC. CMN—S04/10/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 10, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
572SPBECTON, DICKINSON AND COMPANY Cmn—S04/23/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
573SPI B HUNT TRANS SVGS INC CMN—S04/23/202505/08/2025$1,001 - $15,0000.95—0.00SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStocknot modelled
574SPMODERNA, INC. CMN—S04/10/202505/08/2025$1,001 - $15,0000.96—0.90SellSellSpouseApr 10, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
575SPNIKE CLASS-B CMN CLASS B—S (partial)04/10/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleSpouseApr 10, 2025$1,001 - $15,000mid $8KStocknot modelled
576SPGLOBaL PaYMENTS INC. CMN—S04/23/202505/08/2025$1,001 - $15,0000.96—0.90SellSellSpouseApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
577SPSUMITOMO MITSUI FINANCIAL GRP SPONSORED ADR CMN—S (partial)04/11/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleSpouseApr 11, 2025$1,001 - $15,000mid $8KStocknot modelled
578SPADOBE INC CMN—P04/17/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 17, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
579SPAON PUBLIC LIMITED COMPANY CMN—P04/25/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 25, 2025$1,001 - $15,000mid $8KStocknot modelled
580SPADOBE INC CMN—P04/17/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 17, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
581SPCAPITAL ONE FINANCIAL CORP CMN—P04/04/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
582SPBANK OF AMERICA CORPORATION HYBRID PERPETUAL—P04/24/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 24, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
583SPCARMAX, INC. CMN—P04/10/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 10, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
584SPTEXAS INSTRUMENTS IN, CMN—P04/04/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
585SPWALT DISNEY COMPANY (THE) CMN—P04/04/202505/08/2025$1,001 - $15,0000.95THE0.95BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStockReviewmodelled
586SPSALESFORCE INC CMN—P04/04/202505/08/2025$1,001 - $15,0000.94—0.90BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
587SPCATERPILLAR INC (DELAWARE) CMN—P04/04/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
588SPSTARBUCKS CORP, CMN—P04/07/202505/08/2025$1,001 - $15,0000.95—0.90BuyBuySpouseApr 7, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
589SPCAPITAL ONE FNANCIAL CORP CMN—P04/07/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuySpouseApr 7, 2025$1,001 - $15,000mid $8KStocknot modelled
590SPSBA COMMUNICATIONS CORPORATION CMN—S (partial)04/17/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 17, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
591SPBECTON, DICKINSGN AND COMPANY CMN—S (partial)04/21/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleSpouseApr 21, 2025$1,001 - $15,000mid $8KStocknot modelled
592SPBECTON, DICKINSON AND COMPANY CMN—S (partial)04/17/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 17, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
593SPBECTON, DICKINSON AND COMPANY CMN—S04/04/202505/08/2025$1,001 - $15,0000.95—0.90SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
594SPGENERAL MOTORS COMPANY CMN—S (partial)04/04/202505/08/2025$1,001 - $15,0000.94—0.90PartialPartial saleSpouseApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
595SPBANK OF AMERICA CORP CMN—S (partial)04/07/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 7, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
596SPCOLGATE-PALMOLVE CO CMN—S (partial)04/17/202505/08/2025$1,001 - $15,0000.95—0.00PartialPartial saleSpouseApr 17, 2025$1,001 - $15,000mid $8KStocknot modelled
597SPHARTFORD INSURANCE GROUP INC/T CMN—S (partial)04/04/202505/08/2025$1,001 - $15,0000.96—0.90PartialPartial saleSpouseApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
598SPBECTON, DICKINSON AND COMPANY CMN—S (partial)04/07/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 7, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
599SPWASTE MANAGEMENT INC CMN—S (partial)04/04/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleSpouseApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
600DCOHIO ST GO 5% 03/15/31 MS—P04/01/202505/08/2025$50,001 - $100,0000.95—0.00BuyBuyDependentApr 1, 2025$50,001 - $100,000mid $75KUnknownReviewnot modelled
601DCOHI0 ST G0 5% 08/01/25 FA—P04/02/202505/08/2025$50,001 - $100,0000.96—0.00BuyBuyDependentApr 2, 2025$50,001 - $100,000mid $75KUnknownReviewnot modelled
602DCOHIO St WTr DEV AuTH WTr ReV 5% 12/01/27 JD—P04/01/202505/08/2025$15,001 - $50,0000.96—0.00BuyBuyDependentApr 1, 2025$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
603?TrINITY RIiVER ATH TEX REGL REV 5% 08/01/25 FA
OCR: owner unreadable
—P04/02/202505/08/2025$15,001 - $50,0000.60—0.00BuyBuyUnknownApr 2, 2025$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
604DCOHIO ST PARKS & REC CAP FACS REV 5% 12/01/25 JD—P04/08/202505/08/2025$15,001 - $50,0000.96—0.00BuyBuyDependentApr 8, 2025$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
605?GREATER CLEVELAND REGL TRAN REV 5% 12/01/25 JD
OCR: owner unreadable
—P04/07/202505/08/2025$15,001 - $50,0000.60—0.00BuyBuyUnknownApr 7, 2025$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
606DCOHIO ST GQ.5% 08/01/25 FA—P04/03/202505/08/2025$15,001 - $50,0000.96—0.00BuyBuyDependentApr 3, 2025$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
607?PALANTIR TECHNOLOGIES INC, CMN
OCR: owner unreadable
—P04/23/202505/08/2025$15,001 - $50,0000.60—0.90BuyBuyUnknownApr 23, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
608DCEATON CORP PLC CMN—P04/25/202505/08/2025$15,001 - $50,0000.95—0.90BuyBuyDependentApr 25, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
609DCWILLOUGHBY-EASTLAKE OHIO CITY GO 5% 12/01/46-CA JD SCH DIST—P04/04/202505/08/2025$15,001 - $50,0000.96—0.00BuyBuyDependentApr 4, 2025$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
610DCMIAMI UNIV OHIO GEN RCPTS REV 5% 09/01/25 MS—P04/02/202505/08/2025$15,001 - $50,0000.96—0.00BuyBuyDependentApr 2, 2025$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
611DCAIR PRODUCTS & CHEMICALS INC CMN—P04/25/202505/08/2025$1,001 - $15,0000.96—0.90BuyBuyDependentApr 25, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
612DCOhIo st wtr dev Auth pollution REV 5% 12/01/25 JD—P04/07/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuyDependentApr 7, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
613DCDUBLIN OHIO CITY SCH DIST GO 5% 12/01/25 JD—P04/07/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuyDependentApr 7, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
614DCCINCINNATI OHIO WTR SYS REV REV 5% 12/01/25 JD—P04/02/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuyDependentApr 2, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
615DCCOLUMBUS 0HIO G0 5% 04/01/26 AO—P04/02/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuyDependentApr 2, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
616DCDENVER COLO CITY & CNTY GO 5% 08/01/25 FA—P04/02/202505/08/2025$1,001 - $15,0000.95—0.00BuyBuyDependentApr 2, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
617DCOHIO ST GO 5% 09/01/25 MS—P04/22/202505/08/2025$1,001 - $15,0000.94—0.00BuyBuyDependentApr 22, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
618DCAMEREN CORPORATION CMN—S (partial)04/25/202505/08/2025$15,001 - $50,0000.97—0.90PartialPartial saleDependentApr 25, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
619DCHEWLETT PACKARD ENTERPRISE CO CMN—S04/23/202505/08/2025$15,001 - $50,0000.97—0.90SellSellDependentApr 23, 2025$15,001 - $50,000mid $32.5KStockReviewnot modelled
620DCCUBESMART LP 2.0% 05/18/2032 USD—S—05/08/2025$1,001 - $15,0000.94—0.00SellSellDependent—$1,001 - $15,000mid $8KUnknownReviewnot modelled
621DCSTEEL DYNAMICS, INC. CMN—S (partial)04/25/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleDependentApr 25, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
622?NXP B.V. 2.5% 05/11/2031 USD
OCR: owner unreadable
—S04/10/202505/08/2025$1,001 - $15,0000.60—0.00SellSellUnknownApr 10, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
623DCCloudfLaRe, Inc. CMn ClasS A—S (partial)04/23/202505/08/2025$1,001 - $15,0000.95—0.90PartialPartial saleDependentApr 23, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
624SPPUF (GS) GOLDMAN SACHS GROUP JUL 18 25 (ShS 00t) 08Es—S04/08/202504/09/2025$1,001 - $15,0000.97—0.00SellSellSpouseApr 8, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
625SPPUT (IPM) IPMORGAN CHASE &CO. JUL 18 25 $170 (100 SHS—S04/08/202504/09/2025$1,001 - $15,0000.97IPM0.95SellSellSpouseApr 8, 2025$1,001 - $15,000mid $8KOptionReviewnot modelled
626SPPUT (AAPL) APPLE INC JUL 18 25 $1S5 (100 [SHS)—S04/08/202504/09/2025$1,001 - $15,0000.97AAPL0.98SellSellSpouseApr 8, 2025$1,001 - $15,000mid $8KOptionnot modelled
627?PUT (SPY) SPDR S&P500 ETF JUIL 18 25 S410 (100 SHS)
OCR: owner unreadable
—S04/08/202504/09/2025$1,001 - $15,0000.60SPY0.98SellSellUnknownApr 8, 2025$1,001 - $15,000mid $8KOptionReviewnot modelled
628SPPUT (NVDA) NVDIA CORPORATION JUL 18 25 $75 (100 SHS)—S04/08/202504/09/2025$1,001 - $15,0000.97NVDA0.95SellSellSpouseApr 8, 2025$1,001 - $15,000mid $8KOptionReviewnot modelled
629SPPUT (GOOGL) ALPHABET INC CAP STK JUL 18 2S $120 (100 SHS)—S04/08/202504/09/2025$1,001 - $15,0000.97GOOGL0.98SellSellSpouseApr 8, 2025$1,001 - $15,000mid $8KOptionnot modelled
630SPPUT (TSLA) TESLA INC COM JUL 1B 2S $195 (Shs 0ot)—S04/08/202504/09/2025$1,001 - $15,0000.97TSLA0.98SellSellSpouseApr 8, 2025$1,001 - $15,000mid $8KOptionnot modelled
631SPPUT (IWM) ISHARES RUSSELL 2000 JUL 18 25 $145 (100:HS)—S04/08/202504/09/2025$1,001 - $15,0000.98IWM0.98SellSellSpouseApr 8, 2025$1,001 - $15,000mid $8KOptionnot modelled
632SPPUT (V) VISA 1NC JUL. 18 25 $255 (100 SHS)—S04/08/202504/09/2025$1,001 - $15,0000.97V0.98SellSellSpouseApr 8, 2025$1,001 - $15,000mid $8KOptionnot modelled
633SPBANK MONTREAL MEdIUM SER K MTN ZERO CPN 0.00000% 10/21/2027—P04/16/202504/22/2025$250,001 - $500,0000.97—0.00BuyBuySpouseApr 16, 2025$250,001 - $500,000mid $375KUnknownReviewnot modelled
634SPACCENTURE PLC—S04/04/202504/07/2025$1,001 - $15,0000.97ACN0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
635SPACCENTURE PLC—S04/04/202504/07/2025$1,001 - $15,0000.97ACN0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
636SPACCENTURE PLC—S04/04/202504/07/2025$1,001 - $15,0000.97ACN0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
637SPACCENTURE PLC—S04/04/202504/07/2025$1,001 - $15,0000.97ACN0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
638SPABBOTT LABORATORIES—S04/04/202504/07/2025$1,001 - $15,0000.97ABT0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
639SPABBOTT LABORATORIES—S04/04/202504/07/2025$1,001 - $15,0000.97ABT0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
640SPABBOTT LABORATORIES—S04/04/202504/07/2025$1,001 - $15,0000.97ABT0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
641SPABBVIE INC COM USPO:01—S04/04/202504/07/2025$1,001 - $15,0000.97—0.00SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
642SPADOBE INC COM—P04/04/202504/07/2025$1,001 - $15,0000.97—0.90BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
643SPALPHABET INC CAP STK CL A—P04/04/202504/07/2025$1,001 - $15,0000.97—0.00BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStocknot modelled
644SPAMAZON.COM INC—P04/04/202504/07/2025$1,001 - $15,0000.97AMZN0.92BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
645SPAMERICAN TOWER CORP NEW COM—S04/04/202504/07/2025$1,001 - $15,0000.97—0.90SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
646SPAPPLE INC—S04/04/202504/07/2025$1,001 - $15,0000.97AAPL0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
647SPBANK AMERICA CORP COM—S04/04/202504/07/2025$1,001 - $15,0000.97—0.00SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
648SPBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B—P04/04/202504/07/2025$1,001 - $15,0000.97—0.90BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
649SPBLACKROCK INC COM—S04/04/202504/07/2025$1,001 - $15,0000.97—0.90SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
650SPBOOKING HOLINGS INC COM—S04/04/202504/07/2025$1,001 - $15,0000.97—0.00SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
651SPBROADCOM INC COM—S04/04/202504/07/2025$1,001 - $15,0000.97—0.90SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
652SPBROADCOM INC COM—S04/04/202504/07/2025$1,001 - $15,0000.97—0.90SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
653SPCHEVRON CORP NEW COM—P04/04/202504/07/2025$1,001 - $15,0000.97—0.90BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
654SPCISCO SYSTEMS INC—S04/04/202504/07/2025$1,001 - $15,0000.97CSCO0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
655SPCISCO SYSTEMS INC—S04/04/202504/07/2025$1,001 - $15,0000.97CSCO0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
656SPCISCO SYSTEMS INC—S04/04/202504/07/2025$1,001 - $15,0000.97CSCO0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
657SPCONOCOPHILLIPS COM—S04/04/202504/07/2025$1,001 - $15,0000.97—0.90SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
658SPDISNEY WALT CO COM—S04/04/202504/07/2025$1,001 - $15,0000.97—0.90SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
659SPEXXON MOBIL CORP COM—P04/04/202504/07/2025$1,001 - $15,0000.97—0.00BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
660SPMETA PLATFORMS INC CLASS A COMMON STOCK—S04/04/202504/07/2025$1,001 - $15,0000.97META0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
661SPGE AEROSPACE COM NEW—S04/04/202504/07/2025$1,001 - $15,0000.97—0.00SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
662SPHoME DEPOTINE—S04/04/202504/07/2025$15,001 - $50,0000.97—0.00SellSellSpouseApr 4, 2025$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
663SPHONEYWELL INTERNATIoNAL INC COM USD1—S04/04/202504/07/2025$1,001 - $15,0000.97—0.90SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
664SPHONEYWELL INTERNATIONAL INC COM USD1—S04/04/202504/07/2025$1,001 - $15,0000.97—0.90SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
665SPHONEYWELL INTERNAT1ONAL INC COM USD1—S04/04/202504/07/2025$1,001 - $15,0000.97—0.00SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
666SPINTERNATIONAL BUS MACH CORP COM USD0.20—P04/04/202504/07/2025$1,001 - $15,0000.97—0.00BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
667SPISHARES TR 0-3 MNTH TREASRY—S04/04/202504/07/2025$15,001 - $50,0000.97—0.00SellSellSpouseApr 4, 2025$15,001 - $50,000mid $32.5KEtfnot modelled
668SPJPMORGAN CHASE &CO, COM—P04/04/202504/07/2025$1,001 - $15,0000.97—0.90BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
669SPJOHNSON &JOHNSON COM—P04/04/202504/07/2025$1,001 - $15,0000.97—0.00BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
670SPLVMH MOET HENNESSY LOUIS VUITTON ADR—S04/04/202504/07/2025$1,001 - $15,0000.97LVMUY0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
671SPELI LILLY &CO.EOM—P04/04/202504/07/2025$1,001 - $15,0000.97—0.90BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
672SPMASTERCARD INCORPORATED CL A—P04/04/202504/07/2025$1,001 - $15,0000.97—0.90BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
673SPMCDONALD 5 CORP—S04/04/202504/07/2025$1,001 - $15,0000.97—0.00SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
674SPMICROSOFT CORP—S04/04/202504/07/2025$1,001 - $15,0000.97MSFT0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
675SPMONDELEZ INTL INC COM NPV—S04/04/202504/07/2025$1,001 - $15,0000.97—0.00SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
676SPMONDELEZ IN'tL INC COM NPV—S04/04/202504/07/2025$1,001 - $15,0000.97—0.00SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
677?NETFLIX INC
OCR: owner unreadable
—P04/04/202504/07/2025$1,001 - $15,0000.60NFLX0.95BuyBuyUnknownApr 4, 2025$1,001 - $15,000mid $8KStockReviewmodelled
678SPNVIDIA CORPORATION COM—P04/04/202504/07/2025$15,001 - $50,0000.97—0.90BuyBuySpouseApr 4, 2025$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
679SPORACLE CORP—P04/04/202504/07/2025$1,001 - $15,0000.97ORCL0.95BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
680SPPALANTIR TECHNOLOGIES INC CL A—P04/04/202504/07/2025$1,001 - $15,0000.97—0.90BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
681SPPEPSICO INC—S04/04/202504/07/2025$1,001 - $15,0000.97PEP0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
682SPPROCTER AND GAMBLE CO COM—S04/04/202504/07/2025$1,001 - $15,0000.97—0.84SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
683SPQUALCOMM INC—S04/04/202504/07/2025$1,001 - $15,0000.97QCOM0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
684SPRTX CORPORATION COM USD1.00—S04/04/202504/07/2025$1,001 - $15,0000.97—0.00SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
685SPRTX CORPORATION COM USD1.OD—S04/04/202504/07/2025$1,001 - $15,0000.97—0.00SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
686SPRTX CORPORATION COM USD10O—S04/04/202504/07/2025$1,001 - $15,0000.97—0.00SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
687SPSALESFORCE INC COM—P04/04/202504/07/2025$1,001 - $15,0000.97CRM0.92BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
688SPTARGA RESOURCES CORP—S04/04/202504/07/2025$1,001 - $15,0000.97TRGP0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
689?TESLA INC COM
OCR: owner unreadable
—P04/04/202504/07/2025$1,001 - $15,0000.60—0.90BuyBuyUnknownApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
690SPTHERMO FISHER SCIENTIFI INC.—S04/04/202504/07/2025$1,001 - $15,0000.97—0.88SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
691SPUNION PAC CORP COM—S04/04/202504/07/2025$1,001 - $15,0000.97—0.00SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
692SPUNION PAC CORP COM—S04/04/202504/07/2025$1,001 - $15,0000.97—0.00SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
693SP—
OCR: asset missing
—S04/04/202504/07/2025$1,001 - $15,0000.30—0.00SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
694?UNITEDHEALTH GROUP INC
OCR: owner unreadable
—S04/04/202504/07/2025$1,001 - $15,0000.60UNH0.95SellSellUnknownApr 4, 2025$1,001 - $15,000mid $8KStockReviewmodelled
695SPVisa inc—S04/04/202504/07/2025$1,001 - $15,0000.97V0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
696SPWALMART INC COM—P04/04/202504/07/2025$1,001 - $15,0000.97—0.90BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
697SPWASTE MANAGEMENT INC—S04/04/202504/07/2025$1,001 - $15,0000.97WM0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
698SPWEIIS FARGO CO NEW COM—P04/04/202504/07/2025$1,001 - $15,0000.97—0.00BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
699SPZOETIS INC—S04/04/202504/07/2025$1,001 - $15,0000.97ZTS0.95SellSellSpouseApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
700SPMERCK &CG, INC COM—P04/04/202504/07/2025$1,001 - $15,0000.97—0.00BuyBuySpouseApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
701DCPUT (JPM) IPMORGAN CHASE &CO. JUL 18 25 $170 (100 $HS—S04/08/202504/09/2025$1,001 - $15,0000.95JPM0.98SellSellDependentApr 8, 2025$1,001 - $15,000mid $8KOptionnot modelled
702?PUT (AAPL) APPLE INC JUL 18 25 $155 (100 SHS)
OCR: owner unreadable
—S04/08/202504/09/2025$1,001 - $15,0000.60AAPL0.98SellSellUnknownApr 8, 2025$1,001 - $15,000mid $8KOptionReviewnot modelled
703DCPUT (SPY) SPDR S&PS00 ETF JUL 18 25 $410 (100 SHS)—S04/08/202504/09/2025$1,001 - $15,0000.98SPY0.98SellSellDependentApr 8, 2025$1,001 - $15,000mid $8KOptionnot modelled
704DCPUT (NVDA) NVIDIA CORPORATION JUL 18 25 $75 (100 SHS)—S04/08/202504/09/2025$1,001 - $15,0000.97NVDA0.98SellSellDependentApr 8, 2025$1,001 - $15,000mid $8KOptionnot modelled
705DCPUT (GS) GOLDMAN SACHS GROUP JUL 18 25 $380 (100 SHS)—S04/08/202504/09/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 8, 2025$1,001 - $15,000mid $8KOptionnot modelled
706?PUT (GOOGL) ALPHABET INC CAP STK JUL 18 25 $120 (100 SHS)
OCR: owner unreadable
—S04/08/202504/09/2025$1,001 - $15,0000.60GOOGL0.98SellSellUnknownApr 8, 2025$1,001 - $15,000mid $8KOptionReviewnot modelled
707DCPT (TSLA) TeESLA INC COM JUL 18 25 $195 (100 SHS)—S04/08/202504/09/2025$1,001 - $15,0000.98TSLA0.95SellSellDependentApr 8, 2025$1,001 - $15,000mid $8KStockReviewmodelled
708DCPUT (IWM) ISHARES RUSSELL 2000 JUL 18 25 $145 (100 SHS)—S04/08/202504/09/2025$1,001 - $15,0000.98IWM0.98SellSellDependentApr 8, 2025$1,001 - $15,000mid $8KOptionnot modelled
709DCPUT (V) VISA INC JUL 18 25 S255 (100 SHS)—S04/08/202504/09/2025$1,001 - $15,0000.98V0.98SellSellDependentApr 8, 2025$1,001 - $15,000mid $8KOptionnot modelled
710DCBANK MONTREAL MEDIUM SER K MTN ZERO CPN 0.00000% 10/21/2027—P04/16/202504/22/2025$250,001 - $500,0000.98—0.00BuyBuyDependentApr 16, 2025$250,001 - $500,000mid $375KUnknownReviewnot modelled
711DCACCENTURE PLC—S04/04/202504/07/2025$1,001 - $15,0000.98ACN0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
712?ACCENTURE PLC
OCR: owner unreadable
—S04/04/202504/07/2025$1,001 - $15,0000.60ACN0.95SellSellUnknownApr 4, 2025$1,001 - $15,000mid $8KStockReviewmodelled
713?ACCENTURE PLC
OCR: owner unreadable
—S04/04/202504/07/2025$1,001 - $15,0000.60ACN0.95SellSellUnknownApr 4, 2025$1,001 - $15,000mid $8KStockReviewmodelled
714DCACCENTURE PLC—S04/04/202504/07/2025$1,001 - $15,0000.97ACN0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
715DCABSOTT LABORATORIES—S04/04/202504/07/2025$1,001 - $15,0000.98—0.85SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
716DCABBOTT LABORATORIES—S04/04/202504/07/2025$1,001 - $15,0000.98ABT0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
717DCABBOTT LABORATORIES—S04/04/202504/07/2025$1,001 - $15,0000.98ABT0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
718?ABBVIE INC COM USD0.01
OCR: owner unreadable
—S04/04/202504/07/2025$1,001 - $15,0000.60—0.00SellSellUnknownApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
719DCADOBE INC COM—P04/04/202504/07/2025$1,001 - $15,0000.98—0.90BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
720DCALPHABET INC CAP STK CL A—P04/04/202504/07/2025$1,001 - $15,0000.98—0.00BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KStocknot modelled
721DCAMAZON.COM INC—P04/04/202504/07/2025$1,001 - $15,0000.98AMZN0.92BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
722DCAMERICAN TOWER CORP NEW COM—S04/04/202504/07/2025$1,001 - $15,0000.98—0.90SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
723DCAPPLE INC—S04/04/202504/07/2025$1,001 - $15,0000.98AAPL0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
724DCBANK AMERICA CORP COM—S04/04/202504/07/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
725DCBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B—P04/04/202504/07/2025$1,001 - $15,0000.98—0.90BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
726DCBLACKROCK INC COM—S04/04/202504/07/2025$1,001 - $15,0000.98—0.90SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
727DCBOOKing HOLdinGs InC COM—S04/04/202504/07/2025$1,001 - $15,0000.98—0.90SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
728DCBROADCOM INC COM—S04/04/202504/07/2025$1,001 - $15,0000.98—0.90SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
729DCBROADCOM INC COM—S04/04/202504/07/2025$1,001 - $15,0000.98—0.90SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
730DCCHEVRON CORP NEW COM—P04/04/202504/07/2025$1,001 - $15,0000.98—0.90BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
731DCCISCO SYSTEMS.INC—S04/04/202504/07/2025$1,001 - $15,0000.98CSCO0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
732?CISCO SYSTEMS INC
OCR: owner unreadable
—S04/04/202504/07/2025$1,001 - $15,0000.60CSCO0.95SellSellUnknownApr 4, 2025$1,001 - $15,000mid $8KStockReviewmodelled
733DCCISCO SYSTEMS INC—S04/04/202504/07/2025$1,001 - $15,0000.98CSCO0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
734?CONOCOPHILLIPS COM
OCR: owner unreadable
—S04/04/202504/07/2025$1,001 - $15,0000.60—0.90SellSellUnknownApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
735?DISNEY WALT CO COM
OCR: owner unreadable
—S04/04/202504/07/2025$1,001 - $15,0000.60—0.90SellSellUnknownApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
736DCEXXON MOBIL CORP COM—P04/04/202504/07/2025$1,001 - $15,0000.98—0.00BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
737DCMETA PLATFORMS INC CLASS A COMMON STOCK—S04/04/202504/07/2025$1,001 - $15,0000.98META0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
738DCGE AEROSPACE COM NEW—S04/04/202504/07/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
739DCHOME DEPOT INC—S04/04/202504/07/2025$15,001 - $50,0000.98HD0.95SellSellDependentApr 4, 2025$15,001 - $50,000mid $32.5KStockmodelled
740DCHONEYWELL INTERNATIONAL INC COM USD1—S04/04/202504/07/2025$1,001 - $15,0000.98—0.90SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
741?HONEYWELL INTERNATIONAL INC COM USD1
OCR: owner unreadable
—S04/04/202504/07/2025$1,001 - $15,0000.60—0.90SellSellUnknownApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
742DCHONEYWELL INTERNATIONAL INC COM USD1—S04/04/202504/07/2025$1,001 - $15,0000.98—0.90SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
743DCINTERNATIONAL BUS MACH CORP COM USD0.20—P04/04/202504/07/2025$1,001 - $15,0000.98—0.00BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
744DCISHARES TR 0-3 MNTH TREASRY—S04/04/202504/07/2025$15,001 - $50,0000.98—0.00SellSellDependentApr 4, 2025$15,001 - $50,000mid $32.5KEtfnot modelled
745DCJPMORGAN CHASE &CO, COM—P—04/07/2025$1,001 - $15,0000.98—0.90BuyBuyDependent—$1,001 - $15,000mid $8KUnknownReviewnot modelled
746DCJOHNSON &JOHNSON COM—P04/04/202504/07/2025$1,001 - $15,0000.98—0.00BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
747DCLVMH MOET HENNESSY LOUIS VUITTON ADR—S04/04/202504/07/2025$1,001 - $15,0000.98LVMUY0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
748DCELI LILLY &CO COM—P04/04/202504/07/2025$1,001 - $15,0000.98—0.90BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
749DCMASTERCARD INCORPORATED CL A—P04/04/202504/07/2025$1,001 - $15,0000.98—0.90BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
750DCMCDONALD S CURP—S04/04/202504/07/2025$1,001 - $15,0000.97—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
751DCMICROSOFT CORP—S04/04/202504/07/2025$1,001 - $15,0000.97MSFT0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
752DCMONDELEZ INTL INC COM NPV—S04/04/202504/07/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
753DCMONDELEZ INTL INC COM NPV—S04/04/202504/07/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
754?NETFLIX INC
OCR: owner unreadable
—P04/04/202504/07/2025$1,001 - $15,0000.60NFLX0.95BuyBuyUnknownApr 4, 2025$1,001 - $15,000mid $8KStockReviewmodelled
755DCNVIDIA CORPORATION COM—P04/04/202504/07/2025$15,001 - $50,0000.96—0.90BuyBuyDependentApr 4, 2025$15,001 - $50,000mid $32.5KUnknownReviewnot modelled
756DCORACLE CORP—P04/04/202504/07/2025$1,001 - $15,0000.98ORCL0.95BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
757DCPALANTIR TECHNOLOGIES INC CL A—P04/04/202504/07/2025$1,001 - $15,0000.98—0.90BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
758?PEPSICO INC
OCR: owner unreadable
—S04/04/202504/07/2025$1,001 - $15,0000.60PEP0.95SellSellUnknownApr 4, 2025$1,001 - $15,000mid $8KStockReviewmodelled
759DCPROCTER AND GAMBLE CO COM
OCR: date uncertain
—S04/04/202504/07/2025$1,001 - $15,0000.60—0.84SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
760DCQUALCOMM INC—S04/04/202504/07/2025$1,001 - $15,0000.98QCOM0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
761DCRTX CORPORATION COM USD1.00—S04/04/202504/07/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
762DCRTX CORPORATION COM USD1.0O—S04/04/202504/07/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
763DCRTX CORPORATION COM USD1.00—S04/04/202504/07/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
764DCSALESFORCE INC COM—P04/04/202504/07/2025$1,001 - $15,0000.98CRM0.92BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
765?TARGA RESOURCES CORP
OCR: owner unreadable
—S04/04/202504/07/2025$1,001 - $15,0000.60TRGP0.95SellSellUnknownApr 4, 2025$1,001 - $15,000mid $8KStockReviewmodelled
766DCTESLA INC COM—P04/04/202504/07/2025$1,001 - $15,0000.98—0.90BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
767DCTHERMO FISHER SCIENTIFIC INC—S04/04/202504/07/2025$1,001 - $15,0000.98TMO0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
768DCUNION PAC CORP COM—S04/04/202504/07/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
769DCUNION PAC CORP COM—S04/04/202504/07/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
770DCUNITEDHEALTH GROUP INC—S04/04/202504/07/2025$1,001 - $15,0000.97UNH0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
771DCUNITEDHEALTH GROUP INC—S04/04/202504/07/2025$1,001 - $15,0000.98UNH0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
772DCVISA INC—S04/04/202504/07/2025$1,001 - $15,0000.98V0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
773DCWALMART INC COM—P04/04/202504/07/2025$1,001 - $15,0000.97—0.90BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
774DCWASTE MANAGEMENT INC—S04/04/202504/07/2025$1,001 - $15,0000.97WM0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
775DCWELLS FARGO CO NEW COM—P04/04/202504/07/2025$1,001 - $15,0000.98—0.90BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
776DCZOETIS INC—S04/04/202504/07/2025$1,001 - $15,0000.97ZTS0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
777DCINTUITIVE SURGICAL INC—P04/04/202504/07/2025$1,001 - $15,0000.98ISRG0.95BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
778DCMERCK &CO. INC COM—P04/04/202504/07/2025$1,001 - $15,0000.98—0.90BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
779DCPuT uPM) IPMQRGaN ChHASe &CO. Jul 18 25 $170 [100 SHS—S04/08/202504/09/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 8, 2025$1,001 - $15,000mid $8KOptionnot modelled
780DCPUT (AAPL) APPLE INC JUL 18 25 $155 (100 SHS)—S04/08/202504/09/2025$1,001 - $15,0000.98AAPL0.98SellSellDependentApr 8, 2025$1,001 - $15,000mid $8KOptionnot modelled
781DCPUT (SPY) SPDR S&PS00 ETF JUL 18 25 $410 (100 SHS)
OCR: date order
—S04/08/202504/09/2023$1,001 - $15,0000.60SPY0.98SellSellDependentApr 8, 2025$1,001 - $15,000mid $8KOptionReviewnot modelled
782DCPUT (GS) GOLDMAN SACHS GROUP JUL 18 25 S380 (100 SHS)—S04/08/202504/09/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 8, 2025$1,001 - $15,000mid $8KOptionnot modelled
783?PUT (NVDA) NVIDIA CORPORATION JUL 18 25 $75 (100 SHS)
OCR: owner unreadable
—S04/08/202504/09/2025$1,001 - $15,0000.60NVDA0.98SellSellUnknownApr 8, 2025$1,001 - $15,000mid $8KOptionReviewnot modelled
784DCPUT (GOOGL) ALPHABET INC CAP STK JUL 18 25:S120 (100 SHS)—S04/08/202504/09/2025$1,001 - $15,0000.98GOOGL0.98SellSellDependentApr 8, 2025$1,001 - $15,000mid $8KOptionnot modelled
785DCPUT (TSLA) TESLA INC COM JUL 1& 25 $195 (100 SHS)—S04/08/202504/09/2025$1,001 - $15,0000.98TSLA0.98SellSellDependentApr 8, 2025$1,001 - $15,000mid $8KOptionnot modelled
786DCPUT (IWM) ISHARES RUSSELL 20DO JUL 18 25 S145 (100 SHS)—S04/08/202504/09/2025$1,001 - $15,0000.98IWM0.98SellSellDependentApr 8, 2025$1,001 - $15,000mid $8KOptionnot modelled
787DCPUT (V) VISA INC JUL 18 25 $25S (100 [SHS)—S04/08/202504/09/2025$1,001 - $15,0000.98V0.98SellSellDependentApr 8, 2025$1,001 - $15,000mid $8KOptionnot modelled
788DCBANK MONTREAL MEDIUM SER K MTN ZERO CPN 0.00000% 10/21/2027—P04/16/202504/22/2025$100,001 - $250,0000.98—0.00BuyBuyDependentApr 16, 2025$100,001 - $250,000mid $175KUnknownReviewnot modelled
789DCACCENTURE PLC—S04/04/202504/07/2025$1,001 - $15,0000.98ACN0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
790DCACCENTURE PLC—S04/04/202504/07/2025$1,001 - $15,0000.98ACN0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
791DCACCENTURE PLC—S04/04/202504/07/2025$1,001 - $15,0000.98ACN0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
792DCABBOTT LABORATORIES—S04/04/202504/07/2025$1,001 - $15,0000.98ABT0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
793DCABBOTT LABORATORIES—S04/04/202504/07/2025$1,001 - $15,0000.98ABT0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
794DCABBOTT LABORATORIES—S04/04/202504/07/2025$1,001 - $15,0000.98ABT0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
795DCABBVIE INC COM USD0.01—S04/04/202504/07/2025$1,001 - $15,0000.95—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
796DCALPHABET INC CAP STK CLA—P04/04/202504/07/2025$1,001 - $15,0000.98—0.00BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
797DCAMAZON.COM INC—P04/04/202504/07/2025$1,001 - $15,0000.98AMZN0.92BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
798DCAMERICAN TOWER CORP NEW COM—S04/04/202504/07/2025$1,001 - $15,0000.98—0.90SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
799DCAPPLE INC—S04/04/202504/07/2025$1,001 - $15,0000.98AAPL0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
800DCBANK AMERICA CORP COM—S04/04/202504/07/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
801DCBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B—P04/04/202504/07/2025$1,001 - $15,0000.97—0.90BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
802DCBLACKROCK INC COM—S04/04/202504/07/2025$1,001 - $15,0000.97—0.90SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
803DCBOOKING HOLDINGS INC COM—S04/04/202504/07/2025$1,001 - $15,0000.98—0.90SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
804DCBROADCOM INC COM—S04/04/202504/07/2025$1,001 - $15,0000.98—0.90SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
805DCBROADCOM INC COM—S04/04/202504/07/2025$1,001 - $15,0000.98—0.90SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
806DCCISCO SYSTEMS INC—S04/04/202504/07/2025$1,001 - $15,0000.98CSCO0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
807DCCONOCOPHILIPS COM
OCR: date order, date uncertain
—S04/04/202504/07/2023$1,001 - $15,0000.60—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
808DCDISNEY WALT CO COM—S04/04/202504/07/2025$1,001 - $15,0000.98—0.90SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
809DCEXXON MOBIL CORP COM—P04/04/202504/07/2025$1,001 - $15,0000.98—0.00BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
810DCMETA PLATFORMS INC CLASS A COMMON STOCK—S04/04/202504/07/2025$1,001 - $15,0000.98META0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
811DCGE AEROSPACE COM NEW—S04/04/202504/07/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
812DCHOME DEPOT INC—S04/04/202504/07/2025$1,001 - $15,0000.98HD0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
813DCHONEYWELL INTERNATIONAL INC CCM USD1—S04/04/202504/07/2025$1,001 - $15,0000.97—0.90SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
814DCHONEYWELL INTERNATIONAL INC COM US01—S04/04/202504/07/2025$1,001 - $15,0000.98—0.90SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
815DCHONEYWELL. INTERNATIONAL INC COM!—S04/04/202504/07/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
816DCISHARES TR 0-3 MNTH TREASRY—S04/04/202504/07/2025$1,001 - $15,0000.97—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KEtfnot modelled
817DCJPMORGAN CHASE &CO, COM—P04/04/202504/07/2025$1,001 - $15,0000.98—0.90BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
818DCJOHNSON &JOHNSON COM—P04/04/202504/07/2025$1,001 - $15,0000.97—0.00BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
819DCLVMH MOET HENNESSY LOUIS VUITTON ADR—S04/04/202504/07/2025$1,001 - $15,0000.98LVMUY0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
820DCELI LILLY &CO COM—P04/04/202504/07/2025$1,001 - $15,0000.98—0.90BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
821DCMCDONALD S CORP—S04/04/202504/07/2025$1,001 - $15,0000.98MCD0.92SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
822DCMICROSOFT CORP—S04/04/202504/07/2025$1,001 - $15,0000.98MSFT0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
823DCMONDELEZ INTL INC COM NPV—S04/04/202504/07/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
824DCMONDELEZ INTL INC COM NPV—S04/04/202504/07/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
825DCNETFLIX INC—P04/04/202504/07/2025$1,001 - $15,0000.98NFLX0.95BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
826DCNVIDIA CORPORATION COM—P04/04/202504/07/2025$1,001 - $15,0000.98—0.90BuyBuyDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
827?PErsico INc
OCR: owner unreadable
—S04/04/202504/07/2025$1,001 - $15,0000.60—0.00SellSellUnknownApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
828DCPROCTER AND GAMBLE CO COM—S04/04/202504/07/2025$1,001 - $15,0000.98—0.84SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
829DCQUALCOMM INC—S04/04/202504/07/2025$1,001 - $15,0000.98QCOM0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
830DCRTX.EGRPORATION COM USD1.00—S04/04/202504/07/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
831DCRTX CORPORATION COM USD1.00—S04/04/202504/07/2025$1,001 - $15,0000.98—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
832DCTARGA RESOURCES CORP—S04/04/202504/07/2025$1,001 - $15,0000.98TRGP0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
833?TESLA INC COM
OCR: owner unreadable
—P04/04/202504/07/2025$1,001 - $15,0000.60—0.90BuyBuyUnknownApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
834DCTHERMO FISHER SCIENTIFIC INC—S04/04/202504/07/2025$1,001 - $15,0000.98TMO0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
835DCUNION PAC CORP COM—S04/04/202504/07/2025$1,001 - $15,0000.97—0.00SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
836?UNION PAC CORP COM
OCR: owner unreadable
—S04/04/202504/07/2025$1,001 - $15,0000.60—0.00SellSellUnknownApr 4, 2025$1,001 - $15,000mid $8KUnknownReviewnot modelled
837DCUNITEDHEALTH GROUP INC—S04/04/2025—$1,001 - $15,0000.98UNH0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
838DCUNITEDHEALTH GROUP INC—S04/04/202504/07/2025$1,001 - $15,0000.97UNH0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
839DCVISA INC—S04/04/202504/07/2025$1,001 - $15,0000.97V0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
840DCWASTE MANAGEMENT INC—S04/04/202504/07/2025$1,001 - $15,0000.98WM0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
841DCZOETIS INC—S04/04/202504/07/2025$1,001 - $15,0000.97ZTS0.95SellSellDependentApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
842DCBOFA FIN LLC SER A MTN ZERO CPN 0.0% 4/22/2030—P04/17/202504/22/2025$100,001 - $250,0000.98—0.00BuyBuyDependentApr 17, 2025$100,001 - $250,000mid $175KUnknownReviewnot modelled
843DCBOFA FIN LLC SERAMTN ZERO CPN 0.0% 4/22/2030—P04/17/202504/22/2025$500,001 - $1,000,0000.98—0.00BuyBuyDependentApr 17, 2025$500,001 - $1,000,000mid $750KUnknownReviewnot modelled