Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jun 10, 2025
- Filing year
- 2025
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 387
- Parser version
- ocr_grid_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 668
REVIEW OCR 26p, rotation [90]: 387 rows from 25 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 · 387
Left: OCR reading of the scan · Right: normalized
| Read from the scan by OCR · check the document | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | SP | APOLLO GLoBaL MGMT INC COM OCR: date order | — | S | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Spouse | May 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 2 | SP | CHEVRON CORP NEW COM OCR: date order | — | S | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Spouse | May 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 3 | SP | MERCK &CO. INC COM OCR: date order | — | S | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Spouse | May 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 4 | SP | EXXON MOBIL CORP COM OCR: date order | — | P | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | May 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 5 | SP | HOME DEPOT INC OCR: date order | — | P | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | HD0.95 | BuyBuy | Spouse | May 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 6 | SP | JOHNSON &IOHINSON COM OCR: date order | — | P | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | May 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 7 | SP | NIPPoN TeL &TeL CoRP SPOn AdR EacH REP 25 ORD sHS OCR: date order | — | P | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | May 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 8 | DC | APOLLO GLOBAL MGMT INC COM OCR: date order | — | S | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Dependent | May 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 9 | DC | CHEVRON CoRP nEW COM OCR: date order | — | S | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Dependent | May 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 10 | DC | MERCK &CO. INC COM OCR: date order | — | S | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Dependent | May 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 11 | DC | EXXON MOBIL CORP COM OCR: date order | — | P | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | May 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 12 | DC | HoMe DePot IN OCR: date order | — | P | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Dependent | May 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 13 | ? | OHNSoN &oHNSoN CoM OCR: owner unreadable, date order | — | P | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | May 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 14 | DC | NIPPON TEL &TEL CORP SPON ADR EACH REP 25 ORD SHS | — | P | 05/09/2025 | — | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Dependent | May 9, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 15 | DC | APOLLO GLOBAL.MGMT iNC COM OCR: date order | — | S | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Dependent | May 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 16 | ? | APOLLO GLCSAL MGMT INC COM OCR: owner unreadable, date order | — | S | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | May 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 17 | DC | EXXDN MOBIL CORP COM OCR: date order | — | P | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | May 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 18 | DC | HOME DEPOT INC OCR: date order | — | P | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | HD0.95 | BuyBuy | Dependent | May 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 19 | DC | WOO NOSNHOIS NOSNHO OCR: date order | — | P | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | May 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 20 | DC | NIPPON TEL &TEL CORP SPON ADR EACH REP 25 ORD SHS OCR: date order | — | P | 05/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | May 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 21 | DC | TORONTO DOMINION EANK LINKED TO S&P 500 INDEX | — | P | 05/22/2025 | 06/09/2025 | $50,001 - $100,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 22, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 22 | DC | TORONTO DOMINION BANK LINKED TO BASKET OF INDICES | — | P | 05/08/2025 | 06/09/2025 | $50,001 - $100,000 | 0.97 | —0.90 | BuyBuy | Dependent | May 8, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 23 | ? | UB'S AG LINKED TO S&P SOO INDEX OCR: owner unreadable | — | P | 05/22/2025 | 06/09/2025 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | May 22, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 24 | DC | BROADCOM INC. CMN | — | P | 05/16/2025 | 06/09/2025 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 25 | ? | BNP PARIBAS LINKED TO S&P 5OO XONI OCR: owner unreadable | — | P | 05/28/2025 | 06/09/2025 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | May 28, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 26 | DC | BNP PARIBAS LINKED TO S&P 500 INDEX | — | P | 05/30/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | May 30, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 27 | DC | BANK OF AMERICA CORPORATION HYBRIR PERPETUAL | — | P | 05/15/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 15, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 28 | DC | DATADOG, INC., CMN CIASS A | — | P | 05/16/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 16, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 29 | DC | STATE STREET CORPORATION HYBRID PERPETUAL USD | — | P | 05/15/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 15, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 30 | DC | SSE @ Wd 0U03 X313 A3S12 EXP 05/02/2025 | — | P | 05/02/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 2, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 31 | DC | UNITEDHEALTH GROUP INCORPORATE CMN | — | S | 05/16/2023 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Dependent | May 16, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 32 | DC | MaRVELL TECHNOLOGY, INC. CMN | — | S (partial) | 05/16/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.90 | PartialPartial sale | Dependent | May 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 33 | DC | HCA HEALTHCARE, INC CMN | — | S (partial) | 05/07/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.90 | PartialPartial sale | Dependent | May 7, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 34 | DC | SS&C TECHNOLOGIES HOLDINGS, IN CMN | — | S (partial) | 05/08/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | May 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 35 | DC | TRUIST FINANCIAL CORPORATION CMN | — | P | 05/13/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 13, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | DC | TENABLE HOLDINGS, INC CMN | — | P | 05/09/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 37 | DC | TENABLE HOLDiINGS, ING CMN | — | P | 05/02/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 2, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 38 | ? | HOLOGIC INCORPoRATED EMN OCR: owner unreadable, low text confidence | — | P | 05/08/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | May 8, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 39 | DC | GLOBAL PAYMENTS INC. CMN | — | S | — | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | ? | ZIMMER BIOMET HOILDINGS INC OCR: owner unreadable | — | S (partial) | 05/02/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | May 2, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 41 | DC | HCA HEalTHcarE, INC CMn | — | S (partial) | 05/07/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | May 7, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 42 | DC | SS&C TEcHnOLOGIeS HOLDINgS, In CMN | — | S (partial) | 05/06/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | May 6, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 43 | DC | ELANCO ANIMAL HEALTH INCORPORA CMN | — | S (partial) | 05/08/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | May 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 44 | DC | SS&C TECHNOLOGIES HOLDINGS, IN | — | S (partial) | 05/08/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | May 8, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 45 | DC | BAXTER INTERNATIONAL INC CMN | — | S | 05/06/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | May 6, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 46 | DC | ELANCO ANIMAL HEALTH INCORPORA CMN | — | S (partial) | 05/12/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | May 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 47 | DC | THE BANK OF'NOVA'SCOTIA LINKED TO $&P SOO INDEX | — | P | 05/28/2025 | 06/09/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 28, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 48 | DC | SOG INDEX | — | P | 05/22/2025 | 06/09/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 22, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 49 | DC | APPLE INC. CMN | — | P | 05/19/2025 | 06/09/2025 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 50 | DC | PFIZER INC. CMN | — | P | 05/19/2025 | 06/09/2025 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 51 | DC | WALT DISNEY COMPANY (THE) CMN | — | P | 05/19/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | THE0.95 | BuyBuy | Dependent | May 19, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 52 | DC | COMCAST CORPORATION CMN CLASS A VOTING | — | P | 05/19/2025 | 06/09/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 19, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 53 | DC | ADOBE INC CMN | — | P | 05/19/2025 | 06/09/2025 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 54 | DC | CATERPILLAR INC (DELAWARE) CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 55 | DC | REGENERON PHARMACEUTICAL INC | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.88 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 56 | DC | UNITED PARCEL SEAVICE, iNC. CLASS B COMMON STOCK | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.86 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 57 | DC | APOLLO GLOBAL MANAGEMENT INC | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | APO0.95 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | DC | UNION PACIFIC CORP, CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 59 | DC | ALTRIA GROUP, INC. CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 60 | DC | THE'PROCTER & GAMBLE COMPANY CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 61 | DC | HUMANA INC. CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 62 | DC | AMAZON.COM INC CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 63 | ? | BECTon, dicKiNson aNd cOMPaNY OCR: owner unreadable, date uncertain | — | P | 05/19/2025 | — | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | May 19, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 64 | DC | PROLOGIS INC CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 65 | DC | ZOETIS INC, CMN CLASS A | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 66 | DC | COLGATE-PALMOLIVE CO CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 67 | DC | DANAHER CORPORATION CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 68 | DC | D.r. horton, inc. cmn OCR: low text confidence | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 69 | DC | AVALONBAY COMMUNITIES INC | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.97 | AVB0.95 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | DC | ROSS STORES,INC CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 71 | DC | QUALCOMM INC CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 72 | ? | BXP INC COMMON STOCK OCR: owner unreadable | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | BXP0.98 | BuyBuy | Unknown | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 73 | DC | TARGET CORPORATION CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 74 | DC | METTLER-TOLEDO INTL CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 75 | ? | ESSEX PROPERTY TRUST INC CMN OCR: owner unreadable | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 76 | DC | IoVIA HOLDINgS INC CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 77 | DC | AIR PRODUCTS & CHEMIGALS INC CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 78 | DC | AMERICAN EXPRESS CD. CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 79 | DC | HILTON WORLDWIDE HOLDINGS INC CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 80 | DC | SBA COMMUNICATIONS CORPORATION CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 81 | DC | DIGItAL REALTY TRUST, INC, CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 82 | DC | ANalog DEVIcEs, INc. EMiN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 83 | DC | LENNAR CORPORATION CMN CLASS | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 84 | DC | REVVITY INC CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 85 | DC | CBRE GROUP, INC, CMN CLASS A | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 86 | DC | WEST PHARMACEUTICAL SERVICES | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | WST0.95 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 87 | DC | MID-AMERICA APT CMNTYS INC CMN OCR: date uncertain | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 88 | DC | EQUITY RESIDENTIAL CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 89 | DC | BIO-TECHNE CORPORATION CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 90 | DC | AccENTURE PLc GMN CLASS A | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 91 | DC | INCYTE CORPORATION CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 92 | DC | DOW INC CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 93 | DC | TRUIST FINANCIAL CORPORATION OCR: date uncertain | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | TFC0.95 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 94 | DC | CONAGRA BRANDS INC CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 95 | DC | INVITATION HOMES INC, CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 96 | DC | CROWN CASTLE INTL CORP CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 97 | DC | M COMPANY CMN OCR: low text confidence | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 98 | DC | CENTENE CORPORATION CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 99 | ? | WEYERHAEUSER COMPANY CMN OCR: owner unreadable | — | P | — | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 100 | DC | The Home DePot, Inc, cMn | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 101 | DC | ARCHER-DANIELS-MIDLAND COMPANY CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 102 | DC | T. ROWE PRICE GROUP, INC, CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 103 | DC | AVERY DENNISON CORPORATION CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 104 | DC | INIL.FLAVORS & FRAGRANCE CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 105 | DC | MOODY'S CORPORATION CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 106 | DC | WALMART INC CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 107 | DC | WELLS FARGO & COMPANY CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 108 | DC | EXTRA SPACE STORAGE INC. CMN | — | P | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 109 | DC | BERKSHIRE HATHAWAY iNC. CLASS B | — | S (partial) | 05/19/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | BRK-B0.92 | PartialPartial sale | Dependent | May 19, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 110 | DC | UNITEDHEALTH GROUP INCORPORATE CMN | — | S (partial) | 05/19/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.90 | PartialPartial sale | Dependent | May 19, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 111 | ? | LiNDE PLC CMN OCR: owner unreadable | — | S (partial) | 05/19/2025 | 06/09/2025 | $15,001 - $50,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | May 19, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 112 | DC | PEPSICO, INC. CMN | — | S | 05/19/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Dependent | May 19, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 113 | DC | ALPHABET INC., CMN CLASS A | — | S (partial) | 05/19/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.00 | PartialPartial sale | Dependent | May 19, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 114 | DC | THERMO FISHER SCIENTIFIC INC CMN | — | S (partial) | 05/19/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.90 | PartialPartial sale | Dependent | May 19, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 115 | DC | CHarter COMMunIcaTIDnS, INc. CMN | — | S | 05/19/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.00 | SellSell | Dependent | May 19, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 116 | DC | TIX EOMPANIES INC (NEW) CMN | — | S | 05/19/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.60 | SellSell | Dependent | May 19, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 117 | DC | VERTEX'PHARMACEUTICALS INCORPO CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 118 | DC | PULTEGROUP INC., CMN | — | S (partial) | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 119 | DC | AGILENT TECHNOLOGIES, INC. CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 120 | DC | APPLIED MATERIALS INC CMN | — | S (partial) | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 121 | DC | NIKE CLASS-B CMN CLASS B | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 122 | DC | MERCK & CO., INC, CMN | — | S (partial) | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 123 | ? | ELECTRONIC ARTS CMN OCR: owner unreadable | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 124 | ? | Udr inc cMn OCR: owner unreadable | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 125 | DC | ELEVANCE HEALTH INC CMN | — | S (partial) | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 126 | DC | NXP SeMIconDucTors N.v, CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 127 | DC | PUBLIC STORAGE CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 128 | ? | CAMDEN PROPERTY TRUST CMN OCR: owner unreadable | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 129 | DC | CHURCH & DWIGHT CO., INC. CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 130 | DC | HP inc. Cmn | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 131 | DC | SIANLEY BLACK & DECKER, INC. CMN OCR: low text confidence | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 132 | DC | T-MOBIle us, Inc, cMn | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 133 | DC | GLOBAL PAYMENTS INC, CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 134 | DC | BRISTOL-MYERS SQUIBB COMPANY Cmn | — | S (partial) | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 135 | DC | BUILDERS FIRSTSOURCE, INC. CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 136 | DC | [HEaLTHPea GP, LlC CMn | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 137 | ? | FOX CORPORATION CMN OCR: owner unreadable, low text confidence | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 138 | ? | CORNING INCGRPORATED CMN OCR: owner unreadable | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 139 | DC | NUCOR CORPORATION CMN | — | S (partial) | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 140 | DC | MARSH & MCLENNAN CO INC CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 141 | ? | BIOGEN INC. CMN OCR: owner unreadable | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 142 | DC | CSX CORPORATION CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 143 | DC | YU BRANDS, INC. CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 144 | DC | OTIS WORUDWIDE CORPORATION CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 145 | DC | THE KRAFT HEINZ CO·CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 146 | ? | SYSCO CORPORATION CMN OCR: owner unreadable | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 147 | DC | ROPER TECHNOLOGIES INC CMN | — | S (partial) | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 148 | DC | FORTIVE CORPORATION CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 149 | DC | PACKAGING CORP OF AMERICA COMMON STOCK | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | PKG0.95 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 150 | DC | COOPER COS INC/THE CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 151 | DC | ZIMMER BIOMET HOLDINGS INC | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | ZBH0.95 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 152 | DC | WARNER BROS DISCOVERY INC CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 153 | DC | CVS HEaLTH CORP CMN | — | S (partial) | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 154 | DC | Align TechnoLogy, Inc CMn OCR: date order | — | S | 05/19/2026 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Dependent | May 19, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 155 | DC | EPAM SYSTEMS, INC. CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 156 | DC | AIRBNB, INC, CMN CLASS A | — | S (partial) | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 157 | JT | SUPER MICRO COMPUTER, INC, CMN | — | S (partial) | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Joint | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 158 | DC | HEWLETT PACKARD ENTERPRISE CO CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 159 | DC | ALEXANDRIA REAL ESTATE EQUITIES, Inc. | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | ARE0.95 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 160 | DC | VERALTO CORPORATION CMN | — | S (partial) | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 161 | DC | FISERV, INC. CMN | — | S (partial) | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 162 | DC | TERADYNE INC CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 163 | DC | ENPHASE ENERGY, INC. CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 164 | DC | JOHNSON & JoHNSoN CMN | — | S (partial) | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.97 | —0.90 | PartialPartial sale | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 165 | DC | DUPONT DE NEMOURS INC CMN | — | S (partial) | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.90 | —0.90 | PartialPartial sale | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 166 | DC | MODERNA, INC. CMN | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 167 | DC | LYONDEULBASEUL INDUSTRIES NV. CMN CASS A | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 168 | SP | UBS AG LINKED TO S&P 5O0 INDEX | — | P | 05/22/2025 | 06/09/2025 | $100,001 - $250,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 22, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 169 | SP | TORONTO DOMINION BANK LINKED TO S&P SOO INDEX | — | P | 05/22/2025 | 06/09/2025 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 22, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 170 | SP | HOLOGIC INCORPORATED CMN | — | P | 05/02/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 2, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 171 | SP | TenaBle HoldingS, inc cMn | — | P | 05/09/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 172 | SP | TenaBLE HoLdINgS, In CMn | — | P | 05/02/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 2, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 173 | SP | PENN ENTERTAINMENT INC CMN | — | P | 05/13/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 13, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 174 | SP | ULTra CLEaN HoLDINGS, INc, cMn | — | P | 05/12/2025 | 06/09/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 175 | SP | HOLOGIC INCORPORATED CMN | — | P | 05/08/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 8, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 176 | SP | TRUIST FINANCIAL CORPORATION CMN | — | P | 05/13/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 13, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 177 | SP | TRUIST FINANCIAL CORPORATION Cmn | — | P | 05/05/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 178 | SP | TRUIST FINANCIAL CORPORATION CMN | — | P | 05/08/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 179 | SP | TENABLE HOLDINGS, INC CMN | — | P | 05/12/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 180 | SP | TENABLE HOLDINGS, INC CMN | — | P | 05/08/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 181 | SP | TENABLE HOIDINGS, INC CMN | — | P | 05/05/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 182 | SP | TENABIE OLDINGS INC CMN | — | P | 05/06/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | May 6, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 183 | SP | TENABLE HOLDINGS, INC CMN | — | P | 05/01/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 1, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 184 | SP | TenaBle holdings, Inc cmn | — | P | 05/30/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 30, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 185 | SP | ULTRA CLEAN HOLDINGS, INC. CMN | — | P | 05/13/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 13, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 186 | SP | GLOBAL PAYMENTS INC, CMN | — | S (partial) | 05/16/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.90 | PartialPartial sale | Spouse | May 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 187 | SP | ZIMMEr BIMET HOLDINGs INC | — | S (partial) | 05/02/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.86 | PartialPartial sale | Spouse | May 2, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 188 | SP | ELECTRONIC ARTS CMN | — | S (partial) | 05/02/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | May 2, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 189 | SP | SS&C TECHNOLOGIES HOLdINGS, In CMN | — | S (partial) | 05/06/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | May 6, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 190 | SP | MIcRon TechnOLoGY, Inc. CMn | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 191 | SP | BANK OF AMERICA CORP CMN | — | S (partial) | 05/16/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | May 16, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 192 | SP | GLOBAL PaYMENTS INC, CMN | — | S (partial) | 05/15/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 193 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | S (partial) | 05/12/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 194 | SP | NCR VOYIX CORP CMN OCR: low text confidence | — | S (partial) | 05/12/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Spouse | May 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 195 | SP | BerKsiIre HatHaway Inc, cLasS B | — | S (partial) | 05/05/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | May 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 196 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | S (partial) | 05/08/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 197 | SP | SENSATA TECHNOLQGIES HOLDING P CMN | — | S (partial) | 05/01/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | May 1, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 198 | SP | BAXTER INTERNATIGNAL INC CMN | — | S (partial) | 05/08/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | May 8, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 199 | SP | BAXTER INTERNATIONAL INC CMN | — | S (partial) | 05/06/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 6, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 200 | SP | SENSATA TECHNOLOGIES HOLDING P CMN | — | S (partial) | 05/08/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 201 | SP | NCR VOYiX CORP CMN OCR: date order | — | S (partial) | 05/13/2025 | 06/09/2023 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Spouse | May 13, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 202 | SP | UES AG UNKED TO S&P SOQ INDEX | — | P | 05/22/2025 | 06/09/2025 | $100,001 - $250,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 22, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 203 | SP | BNP PARIBAS LINKED TO S&P SOO INDex | — | P | 05/28/2025 | 06/09/2025 | $100,001 - $250,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 28, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 204 | SP | UBS AG LINKEU TO S&P SOO INDEX | — | P | 05/27/2025 | 06/09/2025 | $50,001 - $100,000 | 0.97 | —0.00 | BuyBuy | Spouse | May 27, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 205 | SP | MICROSOFT CORPORATION CMN | — | P | 05/28/2023 | 06/09/2025 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 28, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 206 | SP | CAP GEMINIADR CMN | — | P | 05/09/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.00 | BuyBuy | Spouse | May 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 207 | SP | INFINEON TECHNOLOGIES AG - ADR SPONSQRED ADR CMN | — | P | 05/09/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | IFNNY0.95 | BuyBuy | Spouse | May 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 208 | SP | ABBVIE INC. CMN | — | P | 05/28/2025 | 06/09/2025 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 209 | SP | INTUIT ING CMN | — | P | 05/28/2025 | 06/09/2025 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 210 | SP | TOYOTA MOTOR CORPORATION SPONADR | — | P | 05/09/2025 | 06/09/2025 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 9, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 211 | SP | MERCK & CO., JNC. CMN | — | P | 05/28/2025 | 06/09/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 28, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 212 | SP | LOWES COMPANIES INC CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 213 | SP | PFIZER INC, CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 214 | SP | BANK OF AMERICA CDRP CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 215 | SP | THE PROCTER & GAMBLE COMPANY CMn | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 216 | SP | WAlT DISNEY'COMPANY (THE CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 217 | SP | BLACKSToNE GROUP INC/THE CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 218 | SP | PROLOGIS INC CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 219 | SP | UNION PACIFIC CORP. CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 220 | SP | CRH PUBLC LIMI'TED COMPANY CMN | — | P | 05/09/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 9, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 221 | SP | BRoOaDCoM INC. CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 222 | SP | HGLOGICJNCORPORATED CMN | — | P | 05/02/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 2, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 223 | SP | SERVICENOW INC CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 224 | SP | QUALCOMM INC CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 225 | SP | LVMH MOET HENNESSY LOUIS VUITTON S.A. ADR CMN | — | P | 05/09/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 226 | SP | REVVITY INC CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 227 | SP | TENABLE HOLDINGS, INC CMN | — | P | 05/02/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 2, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 228 | SP | MET TLER-TOlEdo INTL CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 229 | SP | CARRIER GLOBAL CORPORATION CMN | — | P | 05/28/2023 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 230 | SP | TenaBle HoldINGS, Inc cMn | — | P | 05/30/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 30, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 231 | SP | HOLOGIC INCORPORATED CMN | — | P | 05/09/2025 | 06/09/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 9, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 232 | SP | AgIENt TechNoLogIEs, INc. CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 233 | SP | IQVIA HOLDINGS INC CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 234 | SP | THE PROGRESSIVE CORPORATION CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 235 | SP | BIO-TECHNE CORPORATION CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 236 | SP | BecToN, dicKINSon And coMPaNY CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 237 | SP | COINBASE GLOBAL, INC. CMN CLASS | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 238 | SP | APPue Inc, CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 239 | SP | WoRKday, INc. CMN CLaSS A | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 240 | SP | HOLOGIC INCORPORATED CMN | — | P | 05/08/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | May 8, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 241 | SP | TRUIST HINANCIAL CORPORATION CMN | — | P | 05/13/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | May 13, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 242 | SP | TRUIST FINANCIAL CORPORATION CMN | — | P | 05/14/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 14, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 243 | SP | TRUIST FINANCIAL CORPORATION | — | P | 05/05/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | TFC0.95 | BuyBuy | Spouse | May 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 244 | SP | TenaBLE HglDINgS, InC cMn OCR: low text confidence | — | P | 05/06/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | May 6, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 245 | SP | TRUIST FINANCIAL CORPORATION CMN | — | P | 05/08/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 246 | SP | ELEVANCE HEALTH INC CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 247 | SP | EQUITY RESIDENTIAL CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 248 | SP | SHERWIN-WILLIAMS CO CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 249 | SP | WATERS CORPORATION COMMON SToCK | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | WAT0.95 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 250 | SP | TENABLE HOLDINGS, INC CMN | — | P | 05/12/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 251 | SP | TENABLE HOLDINGS, INC CMN | — | P | 05/08/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 252 | SP | TENABLE HOLDINGS, INC CMN | — | P | 05/09/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 253 | SP | TENABLE HOLDINGS, INC CMN | — | P | 05/05/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 254 | SP | ACCENTURE PLC CMN CLASS A | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 255 | SP | CIGNA GROuP/THE CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 256 | SP | TENABLE HOLDINGS, INC CMN | — | P | 05/01/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 1, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 257 | SP | MOLINA HEALTHCARE, JNC. CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 258 | SP | AMAZON.COM INC CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 259 | SP | UNIVERSAL HEALTH SVC CL B CMN CLasS B OCR: low text confidence | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 260 | SP | ALEXANDRIA REAL ESTATE EQUTIES Inc. | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.89 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 261 | SP | NIKE CLASS-B CMN CLASS B | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 262 | SP | TEXAS INSTRUMENTS INC., CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 263 | SP | CHIPOTLE MEXICaN GRILL, INC. CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 264 | SP | DAVITA INC CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 265 | SP | DUPONT DE NEMOURS INC CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 266 | SP | BXP INC COMMON STOCK | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | BXP0.98 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 267 | SP | HASBRO, INc. CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 268 | SP | APOLLO GLOBAL MANAGEMENT INC | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | APO0.95 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 269 | SP | LENNAR CORPORATION CMN CLASS | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 270 | SP | DEXCOM, INE. CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 271 | SP | EQUIFAX INC. CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 272 | SP | ROYAL CARIBBEAN GROUP ISIN: LR0008862868 | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 273 | SP | VERALTO CORPORATION CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 274 | SP | LAECORP HOLDINGS INC CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 275 | SP | RESMED INC. CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 276 | SP | SIMON PROPERTY GROUP INC CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 277 | SP | MOODY'S CORPORATION CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 278 | SP | ALTRIA GROUP,INC. CMN | — | P | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 279 | SP | ULTRA CLEaN MOLDINGS, INC. CMN | — | P | 05/12/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 280 | SP | PENN ENTERTAINMENT INC CMN | — | P | 05/13/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 13, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 281 | SP | PUT/XSP @ 560 EXP 08/15/2025. | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | May 19, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 282 | SP | @ 555 EXP PUT7XSP 07/11/2025 | — | S | 05/13/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | May 13, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 283 | SP | PUT/XSP @ 539 EXP 07/31/2025 | — | S | 05/19/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | May 19, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 284 | SP | PUT/XSP @ 530 EXP 06/06/2025 | — | S | 05/01/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | May 1, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 285 | SP | PUT/XSP @ 570 EXP 06/30/2025 | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 286 | SP | NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGD SHS) OCR: date order | — | S | 05/09/2025 | 06/09/2023 | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Spouse | May 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 287 | SP | DANAHER CORPORATION CMN | — | S | 05/28/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Spouse | May 28, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 288 | SP | UNITEDHEALTH GROUP INCORPORATE CMN | — | S (partial) | 05/28/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.90 | PartialPartial sale | Spouse | May 28, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 289 | SP | TIX COMPANIES INC (NEW) CMN | — | S | 05/28/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.60 | SellSell | Spouse | May 28, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 290 | SP | THERMO FISHER SCIENTIFIC INC CMN | — | S | 05/28/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Spouse | May 28, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 291 | SP | GLOBAL PAYMENTS INC. CMN | — | S (partial) | 05/16/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.90 | PartialPartial sale | Spouse | May 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 292 | SP | Pepsico, Inc. cmn | — | S | 05/28/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Spouse | May 28, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 293 | SP | STMICROELECTRONICS NV ADR CMN | — | S | 05/09/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.81 | SellSell | Spouse | May 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 294 | SP | MORGAn StaNLEY CMN | — | S | 05/28/2025 | 06/09/2025 | $15,001 - $50,000 | 0.97 | —0.00 | SellSell | Spouse | May 28, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 295 | SP | BERKSHIRE HATHAWAY INC, CLASS B | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | BRK-B0.92 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 296 | SP | NTELCORPORATION GMN | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 297 | SP | ZIMMER BIOMET HOLDINGS INC | — | S (partial) | 05/02/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | ZBH0.95 | PartialPartial sale | Spouse | May 2, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 298 | SP | IBERDROLA.SOCIEDAD ANONIMA SPONSORED ADR CMN | — | S (partial) | 05/09/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | May 9, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 299 | SP | ELECTRONIC ARTS CMN | — | S (partial) | 05/02/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 2, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 300 | SP | SS&c TechNOLogies HOLdinGS, In | — | S (partial) | 05/06/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | May 6, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 301 | SP | MICRON TECHNoLOgY, INC, CMN | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 302 | SP | EQUINIX, ING. REIT | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 303 | SP | BANK OF AMERICA CORP CMN | — | S (partial) | 05/16/2025 | 06/09/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | May 16, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 304 | SP | COPART, INC. CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 305 | SP | GLOBAL PAYMENTS INC. CMN | — | S (partial) | 05/15/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 306 | SP | FISERV, INC. CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 307 | SP | FAIR ISAAC INC CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 308 | SP | ELANCO ANIMAL HEALTH INCORPQRA CMN | — | S (partial) | 05/12/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 309 | SP | PUBLIC STORAGE CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 310 | SP | VERTEX PHARMACEUTICALS INCORPO CMN | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 311 | SP | ENEL SOCIETA PER AZIONI ADR CMN | — | S (partial) | 05/09/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | May 9, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 312 | SP | PALo ALTo NeTWoRKS iNc, CMn | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 313 | SP | MC DONALDS CORP CMN | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 314 | SP | MOTOROLA SOLUTIONS INC CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 315 | SP | TYLER TecHnoLogIes, Inc, CMn | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 316 | SP | HSBC HOLDINGS PLC SPONSORED ADR CMN | — | S (partial) | 05/09/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | May 9, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 317 | SP | DOW INC CMN | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 318 | SP | BERKSHIRE HATHAWAY INC, CLASS B | — | S (partial) | 05/05/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | BRK-B0.92 | PartialPartial sale | Spouse | May 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 319 | SP | IOHNSON & JOHNSON CMN | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 320 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | S (partial) | 05/08/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 321 | SP | APPLIED MATERIALS INC CMN | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 322 | ? | COOPER COS INC/THE CMN OCR: owner unreadable | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 323 | SP | HUMANA ING. CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 324 | SP | HEaLtHPeaK oP, LlC CMn | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 325 | SP | NCR VOYIX CORP CMN | — | S (partial) | 05/12/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | May 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 326 | SP | SENSATA TECHNOLOGIES HOLDING P CMN | — | S (partial) | 05/01/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 1, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 327 | SP | ELI LILLY & CO CMN | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 328 | SP | ING GROEP N.V. SPONS ADR SPONSORED ADR CMN | — | S (partial) | 05/09/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | May 9, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 329 | SP | STRYKER CORPORATION CMN | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 330 | SP | GLOBAL PAYMENTS INC. CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 331 | SP | BAXTER INTERNATIONAL INC CMN | — | S | 05/08/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | May 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 332 | SP | AFLAC INCORPORATED CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 333 | SP | BAXTER INTERNATIONAL INC CMN | — | S | 05/06/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | May 6, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 334 | SP | REGENERON PHARMACEUTICAL INC CMN | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 335 | SP | NXP SEMICONDUCTORS N.V. CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.81 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 336 | SP | MscI Inc. CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 337 | SP | SUMITOMO MITSUI FINANCIAL GRP SPONSORED ADR GMN | — | S (partial) | 05/09/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | May 9, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 338 | SP | AIR PRODUCTS & CHEMICALS INC | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | APD0.95 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 339 | SP | CONAGRA BRANDS INC CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 340 | SP | AMETEK INC (NEW) CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 341 | SP | GENERAL MILLS INC CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 342 | SP | NEWS CORPORATION CMN CLASS A | — | S (partial) | 05/28/2023 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | May 28, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 343 | SP | THE KRAFT HEINZ CO CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 344 | SP | INVITATION HOMES INC. CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 345 | SP | MARRIOTT INTERNATIONAL, INC. CMN CLASS A | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 346 | SP | FIFTH THIRD BANCORP CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 347 | SP | HOST HOTELS & REsORTS INC CMN OCR: low text confidence | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 348 | SP | FORTINET, INC. CMN | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 349 | SP | CLOROX .CO (THE) (DELAWARE) CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | THE0.95 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 350 | SP | DECKERS OUTDOORS CORP CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 351 | SP | VICI PROPERtIES InC. CMN | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 352 | SP | BEST BUY CO INC CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 353 | SP | SYSCO CORPORATION CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 354 | SP | CVS HEALTH CORP CMN | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 355 | SP | Hp inc, cmn | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 356 | SP | PRINCIPAL FINANCIAL GROUP, INC | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | PFG0.95 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 357 | SP | ZIMMER BIOMET HOLOINGS INC | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 358 | SP | CENTENE CORPORATION CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 359 | SP | SENSATA TECHNOLOGIES HOLDING P CMN | — | S (partial) | 05/08/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 360 | SP | NCR VOYIX CORP CMN | — | S (partial) | 05/13/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 13, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 361 | SP | BUILDERS FIRSTSOURCE, INC, CMN | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 362 | SP | FEDEX CORPORATION CMN | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 363 | SP | AVALONBAY COMMUNITIES INC CMN | — | S (partial) | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 364 | SP | ENPHASE ENERGY, INC. CMN OCR: low text confidence | — | S | 05/28/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Spouse | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 365 | SP | TAKEDA PHARMACEUTICAL CO LTO SPonsoReD AdR cMN | — | S (partial) | 05/09/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 366 | SP | IoWA Fin AuTh ReV REV 5% 08/01/32 FA OCR: low text confidence | — | P | 05/01/2025 | 06/09/2025 | $50,001 - $100,000 | 0.60 | —0.00 | BuyBuy | Spouse | May 1, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 367 | SP | KKR & CO INC PFD 6.875000/01/2065 | — | P | 05/20/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 368 | SP | STATE STREET CORPORATION HYBRID PERPETUAL USD | — | P | 05/15/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 15, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 369 | SP | BANK OF AMERICA CORPORATION HYBRID PERPETUAL | — | P | 05/15/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 15, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 370 | SP | HCA HealtHcare, Inc cMn OCR: date order, date uncertain, low text confidence | — | S (partial) | 05/07/2025 | 06/09/2023 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Spouse | May 7, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 371 | SP | SS&C TeCHNOLOGIES HOLDINGS, IN CMN | — | S (partial) | 05/08/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | May 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 372 | DC | 0HIO ST G0 5% 02/01/38 FA | — | P | 05/01/2025 | 06/09/2025 | $50,001 - $100,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 1, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 373 | DC | OHIO ST SPL OBLIG REV 5.0000% 12/01/25 JD | — | P | 05/01/2025 | 06/09/2025 | $50,001 - $100,000 | 0.97 | —0.00 | BuyBuy | Dependent | May 1, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 374 | ? | OHIO ST WTR DEV AUTh WTR REV 5% 12/01/32 JD OCR: owner unreadable | — | P | 05/01/2025 | 06/09/2025 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | May 1, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 375 | DC | FLORIDA ST DEPT ENVIRONMENTAL REV 5% 07/01/27 JI | — | P | 05/12/2025 | 06/09/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 12, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 376 | DC | CLEVELAND OHIO WTR REV REV 5% Ir gz/to/to | — | P | 05/09/2025 | 06/09/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 9, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 377 | ? | LORAIn CNTY OHIO CMNTY COLLEGE REV 4% 12/01/25 10 OCR: owner unreadable | — | P | 05/09/2025 | 06/09/2025 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | May 9, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 378 | ? | OHIO ST HIGHER EDL FAC REV REV 5.2500% 12/01/25 JD OCR: owner unreadable | — | P | — | 06/09/2025 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 379 | ? | OHIO ST HSG FIN AGY REV 5% 03/01/26-CA MS OCR: owner unreadable | — | P | 05/07/2025 | 06/09/2025 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | May 7, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 380 | DC | CLEVELAND OHIO INCOME TAX REV REV 5% 10/01/25 A0 | — | P | 05/06/2025 | 06/09/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | May 6, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 381 | ? | OHIO ST GO 5% 03/01/26 MS OCR: owner unreadable | — | P | 05/08/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | May 8, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 382 | DC | NVIDIA CORPORATION CMN | — | P | 05/21/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 21, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 383 | ? | HAMILTON CNTY OHIO SALES TAX REV 5% 12/01/25 JD OCR: owner unreadable | — | P | 05/30/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | May 30, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 384 | ? | SALESFORCE INC CMN OCR: owner unreadable | — | P | 05/21/2025 | 06/09/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | May 21, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 385 | DC | DATADOG, INC., CMN CLASS A | — | P | 05/21/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | May 21, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 386 | DC | CROWDSTRIKE HOLDiNgS, INC, CMN | — | S (partial) | 05/21/2025 | 06/09/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | May 21, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 387 | DC | APPLOVIN CORPORATION CMN CuasS A | — | S (partial) | 05/21/2025 | 06/09/2025 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | May 21, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |