Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jul 9, 2025
- Filing year
- 2025
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 278
- Parser version
- ocr_grid_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 669
REVIEW OCR 20p, rotation [90]: 278 rows from 19 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 · 278
Left: OCR reading of the scan · Right: normalized
| Read from the scan by OCR · check the document | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | DC | TORONTO DOMINION BANK LINKED TO S&P SOO INDEX | — | P | 06/12/2025 | 07/07/2025 | $50,001 - $100,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 12, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 2 | ? | IPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX OCR: owner unreadable | — | P | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 26, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 3 | ? | AIR PRODUCTS & CHEMICALS INC CMN OCR: owner unreadable | — | P | 06/06/2025 | 07/07/2025 | $15,001 - $50,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jun 6, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 4 | DC | IROCKWELL AUTOMATION INC CMN | — | P | 06/06/2025 | 07/07/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 6, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 5 | DC | AMAZONCOM INC GMN | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 6 | DC | ACCENTURE PLC CMN CLASS A | — | P | 06/20/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 7 | DC | GENERAL MILLS INC CMN | — | P | 06/25/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 25, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 8 | ? | ELI LILLY & CO CMN OCR: owner unreadable | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 9 | DC | BANK OF AMERICA CORPORATION HYBRID PERPETUAL | — | P | 06/02/2025 | 07/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 2, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 10 | DC | BROADCOM INC, CMN | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 11 | DC | DATADOG, INC. CMN CLASS A | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 12 | DC | NEXTERA ENERGY CAPITAL HOLDING HYBRID 08/15/2055 | — | P | 06/04/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 13 | DC | BANK OF AMERICA CORPORATION HYBRId PERPETUAL | — | P | 06/04/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 14 | DC | TELUS CORP HYBRID 10/15/205S | — | P | 06/24/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 24, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 15 | ? | CHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL USD OCR: owner unreadable | — | P | 06/02/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 2, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 16 | DC | BANK OF NEW YORK MELLDN CORPOR WYBRID PERPETUAL | — | P | 06/13/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 13, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 17 | DC | WELLS FARGO & COMPANY HYBRID PERPETUAL USD | — | P | 06/18/2025 | 07/07/2025 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jun 18, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 18 | DC | NVIDIA CORPORATION CMN | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 19 | DC | ROGERS COMMUNICATONS IN MYBRID 04/15/2055 | — | P | 06/13/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 13, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 20 | ? | METLIFE, INC. HYBRID 03/15/2055 OCR: owner unreadable | — | P | 06/13/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 13, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 21 | ? | TRUIST FINANCIAL CRRPORATION HYBRID PERPETUAL USD OCR: owner unreadable | — | P | 06/18/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 18, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 22 | DC | PNC FNANCIAL SERVICES GROUP, HYBRID PERPETUAL USD | — | P | 06/18/2025 | 07/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 18, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 23 | DC | U.S, BANCORP HYBRID PERPETUAL USD | — | P | 06/13/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 13, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 24 | DC | CALL/GEV FLEX EURO PM @ 395 EXP 06/06/2025 | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 25 | DC | CALL/MSFT FLEX EURO PM AZ0 EXP 06/06/2025 | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 26 | DC | CALL/NVDA FLEX EURO PM 126 EXP 06/06/2025 | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 27 | DC | CALL/MS.FLEX EURO PM @ 122 EXP 06/06/2025 | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 28 | DC | CALL/JPM FLEX EURO PM @ 250 EXP 06/06/2025 | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 29 | DC | LINDE PLC CMN | — | S | 06/06/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Dependent | Jun 6, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 30 | DC | XYLEM INC. CMN | — | S | 06/06/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Dependent | Jun 6, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 31 | DC | AMERICAN EXPRESS CO. CMN | — | S (partial) | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 32 | DC | ITEXAS INSTRUMENTS INC, CMN | — | S (partial) | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 33 | DC | MORGAN STANLEY CMN | — | S (partial) | 05/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | May 6, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 34 | DC | BANK OF AMERICA CORP CMN | — | S (partial) | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 35 | ? | ILABCRP HOLDINGS INC CMN OCR: owner unreadable, date uncertain | — | S (partial) | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | DC | AMERICAN INTL GROUP, INC. CMN | — | S (partial) | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 37 | DC | FERGUSON ENTERPRISES INC CMN | — | S (partial) | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 38 | ? | KEYCORP CMN OCR: owner unreadable | — | S (partial) | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 39 | DC | MEDTRONIC PUBLIC LIMITED COMPA CMN | — | S (partial) | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 40 | DC | TORQNTO DOMINION BANK LINKED TO S&P 5OO INDEX | — | P | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 41 | ? | ZIMMER BIOMET HOLDINGS INC OCR: owner unreadable | — | P | 06/10/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | ZBH0.95 | BuyBuy | Unknown | Jun 10, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 42 | DC | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 06/25/2023 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Jun 25, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 43 | DC | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 06/24/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Jun 24, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 44 | DC | IMICRON TECHNOLOGY, INC. CMN | — | S (partial) | 06/17/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Jun 17, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 45 | DC | BOFA FINANCE LLC LINKED TO S&P 500 INDEX | — | P | 06/30/2025 | 07/07/2025 | $250,001 - $500,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 30, 2025 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 46 | DC | BERKSHIRE HATHAWAY INC, CLASS B | — | P | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.96 | BRK-B0.92 | BuyBuy | Dependent | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 47 | DC | PEPSICO, INC. CMN | — | P | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 48 | DC | UNITEDHEALTH GROUP INCORPORATE CMN | — | P | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 49 | ? | TX COMPANIES INC (NEW) CMN OCR: owner unreadable | — | P | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.60 | —0.60 | BuyBuy | Unknown | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 50 | ? | MERCK & CO., INC. CMN OCR: owner unreadable | — | P | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 51 | DC | MOODY'S CORPORATION CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 52 | DC | LINDE PLC CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 53 | DC | VERTEX PHARMACEUTICALS INCoRPO CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 54 | DC | NIKE CLASS-B CMN CLASS B | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 55 | DC | ACCENTURE PLC CMN CLASS A | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 56 | DC | ITHERMO FISHER SCIENTIFIC INC CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.82 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 57 | ? | ILLINOIS TOOL WORKS CMN OCR: owner unreadable | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 58 | DC | BLACKROCK FUNDING, INC. CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 59 | DC | COINBASE GLOBAL, INC, CMN CLASS A | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 60 | DC | AMERICAN EXPRESS CO, CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 61 | DC | CHARTER COMMUNICATIONS, INC. | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | CHTR0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | DC | (NORFOLK SOUTHERN CORP CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 63 | DC | ALPHABET INC, CMN CLASS A | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 64 | DC | NORTHERN TRUST CORP CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 65 | DC | CATERPILLAR INC (DELAWARE) CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 66 | DC | YUM BRANDS, INC. CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 67 | DC | ANALOG DEVICES, INC. CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 68 | DC | T-MOBIlE Us, INC. CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 69 | ? | THE HOME DEPOT, INC. CMN OCR: owner unreadable | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 70 | ? | Netlife, Inc. Cmn OCR: owner unreadable | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 71 | DC | PRUDENTIAL FINANCIAL INC CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 72 | DC | MICROSOFT CORPORATIQN CMN OCR: date uncertain | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 73 | DC | HEalTHPeaK OP, LLC CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 74 | DC | ESTEE LAUDER COS INC CL-A CMN ClasS A | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 75 | DC | HP INC. CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 76 | DC | SYSCO CORPORATION CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 77 | DC | CADENCE DESIGN SYSTEMS INC CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 78 | DC | PUBLIC STORAGE CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 79 | DC | It, ROWE PRICE GROUP, INC. CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.82 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 80 | ? | APPLIED MATERIALS INC CMN OCR: owner unreadable | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 81 | DC | VERALTO CORPORATION CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 82 | DC | MARRIOTT iNTERNATIoNAL, INC CMN CLasS A | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 83 | DC | PROLOGIS INC CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 84 | DC | INTUIT INC CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 85 | ? | WORKDAY, INC. CMN CLASS A OCR: owner unreadable | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 86 | DC | EPAM SYSTEMS, INC. CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 87 | DC | CORNING INCORPORATED CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 88 | ? | GLOBAL. PAYMENTS INC. CMN OCR: owner unreadable | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 89 | DC | MOHAWK INDUSTRIES INC COMMON! STOCK | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | MHK0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 90 | DC | NASDAQ INC. CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 91 | ? | BRISTOL-MYERS SGUIBB COMPANY CMN OCR: owner unreadable | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 92 | DC | GARMIN LTD CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 93 | DC | WALT DISNEY COMPANY (THE) CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | THE0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 94 | DC | POOL CORP CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 95 | DC | WELLS FARGO & COMPANY CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 96 | DC | JOHNSON & JOHNSON CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | PartialPartial sale | Dependent | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 97 | DC | APPLE INC, CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | PartialPartial sale | Dependent | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 98 | DC | S&P GlobAL INC. CMN | — | S | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 99 | ? | LOWES COMPANIES INC CMN OCR: owner unreadable | — | S | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.60 | —0.90 | SellSell | Unknown | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 100 | ? | ADOBE INC CMN OCR: owner unreadable | — | S | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.60 | —0.90 | SellSell | Unknown | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 101 | ? | COMCAST CORPORATION CMN CLASS A VOTING OCR: owner unreadable | — | S (partial) | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 102 | DC | BLACKSTONE GROUP INC/THE CMN | — | S | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 103 | DC | 'THE PROTER & GAMBLE COMPANY CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.00 | PartialPartial sale | Dependent | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 104 | DC | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | — | S | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 105 | DC | INTL BUSINESS MACHINES CORP CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 106 | DC | APOLLO GLOBAL MANAGEMENT INC CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 107 | DC | MARSH & MCLENNAN CO INC CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 108 | ? | SERVICENOW INC CMN OCR: owner unreadable | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 109 | DC | HUMANA INC. CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 110 | DC | AFLAC INCORPORATED CMN OCR: date uncertain | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 111 | DC | INGERSOLL RAND INC CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 112 | ? | STATE STREET CORPORATION (NEW) CMN OCR: owner unreadable | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 113 | DC | SHERWIN-WILLIAMS CO CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 114 | DC | UNION PACIFIC CORP. CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 115 | DC | CONSTELLATION BRANDS INE CMN ClasS A | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 116 | DC | KIMBERLY-CLARK CORPORATION CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 117 | ? | PULTEGROUP INC. CMN OCR: owner unreadable | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 118 | DC | GENUINE PARTS CO. CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 119 | DC | CAPITAL ONE FINANCIAL CORP CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 120 | DC | TARGET CORPORATION CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 121 | DC | LULULEMON ATHLETICA INC, CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 122 | DC | CENTENE CORPORATION CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 123 | DC | INTL.FLAVORS & FRAGRANCE CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 124 | DC | GLOBE LIFE INC CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 125 | DC | SYNCHRONY FINANCIAL CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 126 | DC | LABCORP HOLDINGS INC CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 127 | DC | BROADRIDGE FINANCIAL SOLUTIONS IN CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 128 | DC | KELLANOVA CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 129 | DC | WATERS CORPORATION COMMON STOCK | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.94 | WAT0.95 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 130 | DC | LENNAR CORPORATION CMN CLASS A | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 131 | DC | PARKER-HANNIFIN CORP, CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 132 | DC | CORPAY INC CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 133 | DC | KImco RealtY oP, LLc CMn | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 134 | ? | EQUITY RESIDENTIAL CMN OCR: owner unreadable | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 135 | DC | INVI'TATION HOMES INC. CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 136 | DC | PALG ALTO NETWORKS INC, CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 137 | ? | MID-AMERICA APT CMNTYS INC CMN OCR: owner unreadable | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 138 | ? | CONAGRA BRANDS INC CMN OCR: owner unreadable | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 139 | DC | TYLER TECHNOLOGIES, INC. CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 140 | ? | A.O. SMITH cORP (DELI CMN OCR: owner unreadable | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 141 | DC | FORTIVE CORPORATION CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 142 | DC | LKQ CORPORATION CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 143 | DC | CARMAX, INC, CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 144 | ? | BAXTER INTERNATIONAL INC, CMN OCR: owner unreadable | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 145 | ? | I, M. SMUEKER COMPANY (THE) CMN OCR: owner unreadable | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | THE0.95 | SellSell | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 146 | SP | TORONTO DOMINION BANK LINKED TO S&P SO0 INDEX | — | P | 06/12/2025 | 07/07/2025 | $50,001 - $100,000 | 0.96 | —0.90 | BuyBuy | Spouse | Jun 12, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 147 | SP | IPMORGAN CHASE & CO, LINKEd TO S&P 500 INDEX | — | P | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.96 | —0.00 | BuyBuy | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 148 | SP | ZIMMER BIOMET HOLDINGS INC | — | P | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | ZBH0.95 | BuyBuy | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 149 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 150 | SP | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 06/10/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | THE0.95 | PartialPartial sale | Spouse | Jun 10, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 151 | SP | ELANCO ANIMAL HEALTH INCORPORA OCR: date uncertain | — | S (partial) | 06/10/2025 | 07/07/2025 | $15,001 - $50,000 | 0.60 | —0.90 | PartialPartial sale | Spouse | Jun 10, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 152 | SP | PINTEREST INC CMN CLASS A | — | S (partial) | 06/10/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | PartialPartial sale | Spouse | Jun 10, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 153 | SP | MICRON TECHNOLQGY, INC, CMN | — | S (partial) | 06/10/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.00 | PartialPartial sale | Spouse | Jun 10, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 154 | SP | NCR VOYIX CORP CMN | — | S (partial) | 06/10/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | PartialPartial sale | Spouse | Jun 10, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 155 | SP | BANK OF AMERICA CORP CMN | — | S (partial) | 06/10/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Jun 10, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 156 | SP | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 06/25/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Jun 25, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 157 | SP | NASDAQ INC, CMN | — | S (partial) | 06/10/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Jun 10, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 158 | SP | MICRON TECHNOLOGY, INC, CMN | — | S (partial) | 06/24/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Jun 24, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 159 | SP | BAXTER INTERNATIONAL INC, CMN | — | S (partial) | 06/10/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Jun 10, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 160 | SP | ALPHABET INC, CMN CLASS C | — | S (partial) | 06/10/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Jun 10, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 161 | SP | BAXTER INTERNATIONAL INC. CMN | — | S (partial) | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 162 | SP | SIEMENS AKTIENGESELLSCHAFT SPONSORED ADR CMN | — | P | 06/13/2025 | 07/07/2025 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | Jun 13, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 163 | SP | ZIMMER BIOMET HOLDINGS INC | — | P | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | ZBH0.95 | BuyBuy | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 164 | SP | ZIMMER BIoMET HoLDINgS ING | — | P | 06/10/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Jun 10, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 165 | SP | GS FS TRSY SOLUTIONS MM FUND MU'TUAL. FUND | — | P | 06/17/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 17, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 166 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 167 | SP | GS FS TRSY SOLUTIONS MM FUND MUTUAL FUND | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Jun 23, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 168 | SP | GS FS TRSY SOLUTIONS MM FUND MUTUAL FUNG | — | P | 06/25/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 25, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 169 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | P | 06/18/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Jun 18, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 170 | SP | TENABLE HOLDINGS, INC CMN | — | P | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 171 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | P | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 172 | SP | TAKEDA PHARMACEUTICAL CG LTD SPONSORED ADR CMN | — | P | 06/13/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Jun 13, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 173 | SP | GS FS TRSY SOLUTIONS MM FUND MUTUAL FUND | — | P | 06/10/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 10, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 174 | SP | GS FS TRSY SOLUTIONS MM FUND MUTUAL FUND | — | P | 06/13/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 13, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 175 | SP | CALL/TSM FLEX EURO PM @ 187.5 EXP 06/13/2025 | — | P | 06/13/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 13, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 176 | SP | PUT/XSP @ 575 EXP 08/29/2025 | — | S | 06/24/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Jun 24, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 177 | SP | PUT/XSP @ 575 EXP 07/25/2025 | — | S | 06/09/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Jun 9, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 178 | SP | WALT DISNEY CoMPANY (THE) CMN | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.98 | THE0.95 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 179 | SP | CMN | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.98 | —0.00 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 180 | SP | PINTEREST INC CMN CLASS A | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.98 | —0.90 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 181 | SP | NCR VOYIX CORP CMN | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.97 | —0.90 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 182 | SP | BANK OF AMERICA CORP CMN | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.97 | —0.90 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 183 | SP | MICRON tECHNOlOgY, INC, CMN | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.98 | —0.90 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 184 | SP | NASDAQ INC. CMN | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.98 | —0.90 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 185 | SP | ALPHABET INC. CMN CLASS C | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.97 | —0.00 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 186 | SP | PENN ENTERTAINMENT INC CMN | — | S | — | 07/07/2025 | $50,001 - $100,000 | 0.97 | —0.90 | SellSell | Spouse | — | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 187 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.97 | BRK-B0.92 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 188 | SP | ZIMMER BIOMET HOLDINGS INC | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.98 | ZBH0.95 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 189 | SP | HOLOGIC INCORPRATED CMN | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.98 | —0.00 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 190 | SP | GRAPIIC PACKAGING HLDGCO CMN | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.97 | —0.00 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 191 | SP | UONSGATE STUDIOS CORP CMN | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.97 | —0.00 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 192 | SP | ULTRA CLEAN HOLDINGS, INC, CMN | — | S | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 193 | SP | TENABLE HOLDINGS, INC CMN | — | S | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 194 | SP | TARGET CORPORATION CMN | — | S | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 195 | SP | TRUIST FINANCIAL CORPORATION CMN | — | S | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 196 | SP | SS&C TECHNOLOgIES HOLDINGS, IN CMN | — | S | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 197 | SP | TOPGOLE CALLAWAY BRANDS CORP CMN | — | S | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.00 | SellSell | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 198 | SP | LVMH MOET HENNESSY LOUIS VUITTON S.A. ADR CMN | — | S | 06/13/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Spouse | Jun 13, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 199 | SP | BAXTER INTERNATIONAL INC, CMN | — | S (partial) | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | PartialPartial sale | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 200 | SP | SENSATA TECHNOLOGIES HOLDING P CMN | — | S | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 201 | SP | AXALTA COATING SYSTEMS LTD. CMN | — | S | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 202 | ? | ELECTRONIC ARTS CMN OCR: owner unreadable | — | S | 06/26/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Jun 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 203 | SP | MICRON TECHNOLOGY, INC, CMN | — | S (partial) | 06/25/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Jun 25, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 204 | SP | MICRON 'TECHNOLOGY, INC, CMN | — | S (partial) | 06/24/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Jun 24, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 205 | SP | STARZ ENTERTAINMENT CORP CMN | — | S | 06/26/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Jun 26, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 206 | SP | MICRON TECHNOLOGY, INC. CMN OCR: low text confidence | — | S (partial) | 06/17/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Spouse | Jun 17, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 207 | SP | BAXTER INTERNATIONAL INC. CMN | — | S | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 208 | SP | U.S. BANCORP HYBRID PERPETUAL uso | — | P | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 209 | SP | BANK OF AMERICA CORPORATION HYBRID PERPETUAL | — | P | 06/02/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Jun 2, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 210 | SP | NEXTERA ENERGY CAPITAL HOLDING HYBRID 08/1S/2055 | — | P | 06/04/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 211 | SP | ACENTURE PLC CMN CLASS A OCR: date order, date uncertain | — | P | 06/20/2025 | 07/07/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 212 | ? | WELLS FARGO & COMPANY HYBRID PERPETUAL USD OCR: owner unreadable | — | P | 06/18/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 18, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 213 | SP | BANK OF AMERICA CORPORATION HYBRID PERPETUAL | — | P | 06/04/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Jun 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 214 | SP | TRUIST FINANCIAL CORPGRATION HYBRID PERPETUAL USD | — | P | 06/18/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 18, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 215 | SP | PNC FINANCIAL SERVICES GROUP, HYBRID PERPETUAL USD | — | P | 06/18/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Jun 18, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 216 | SP | CHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL USD | — | P | 06/02/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Jun 2, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 217 | SP | GENERAL MILLS INC CMN | — | P | 06/25/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Jun 25, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 218 | SP | SOUTHERN COMPANY (THE) HYBRID 03/15/2055 | — | P | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | THE0.95 | BuyBuy | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 219 | SP | STATE STREET CORPORATION HYBRID PERPETUAL USD | — | P | 06/05/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 220 | DC | OMI0 ST SPL OBLIG REV 5.0000% 06/01/26 JD | — | P | 06/03/2025 | 07/07/2025 | $100,001 - $250,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 3, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 221 | DC | 0HIO ST G0 5% 03/01/26 MS OCR: date uncertain | — | P | 06/03/2025 | 07/01/2025 | $50,001 - $100,000 | 0.60 | —0.00 | BuyBuy | Dependent | Jun 3, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 222 | DC | MIRION TECHNOLOGIES INC CMN | — | P | 05/27/2025 | 07/07/2025 | $50,001 - $100,000 | 0.96 | —0.90 | BuyBuy | Dependent | May 27, 2025 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 223 | ? | CINCINNATI OHIO CITY SCH DIST GO 5.2500% 12/01/25 JD OCR: owner unreadable | — | P | 06/03/2025 | 07/07/2025 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 3, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 224 | ? | VERTV HOLDINGS LLC CMN OCR: owner unreadable | — | P | 06/27/2025 | 07/07/2025 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 27, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 225 | DC | CATERPILLAR INC (DELAWARE) CMN | — | P | 06/27/2025 | 07/07/2025 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 27, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 226 | DC | GHIO sT WTR dEV AUTH REV REV 5% C6/01/26-CA JD | — | P | 06/18/2025 | 07/07/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 18, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 227 | DC | PPL CORPORATION CMN | — | P | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 228 | ? | AMEREN CORPORATION CMN OCR: owner unreadable | — | P | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 229 | DC | CONSTELLATION ENERGY CORP CMN | — | P | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 230 | DC | NVIDIA CORPORATION CMN | — | P | 06/20/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 231 | DC | CINCINNATI OHIO DB 5% 12/01/25 JD | — | P | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 16, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 232 | DC | CADENCE DESIGN SYSTEMS INC CMN OCR: date uncertain | — | P | — | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 233 | DC | OHIO ST WTR DEV AUTH WTR REV 5% 06/01/26 JD | — | P | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 27, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 234 | DC | OHIO ST SPL 0BLIg REV 5.0000% 04/01/26 A0 | — | P | 06/17/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 17, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 235 | ? | BROADCOM INC, CMN OCR: owner unreadable | — | P | 06/20/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 236 | SP | HAARIS CNTY TEX CULTURAL ED RACS FIN C2 ODDOON 1OVOL/204S CORP REV HOSP BDS TEXAS CHEDRENS HOSP 7 BGEX AOONIR YUNDW | — | P | 06/30/2025 | 06/30/2025 | $100,001 - $250,000 | 0.98 | —0.00 | BuyBuy | Spouse | Jun 30, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 237 | SP | — OCR: asset missing | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 238 | SP | THE CKNA GRKIUP COM | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 239 | SP | CENTENE CDAP | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.90 | BuyBuy | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 240 | SP | HOME DEPoT InC | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | HD0.95 | SellSell | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 241 | SP | OHNSDN &UOHNSON COM | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 242 | SP | LOWES COMPANIES INC COM USDALSO | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 243 | SP | MERCK A:CD, INC COM | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 244 | SP | NVR INC COm USD0.01 | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 245 | SP | pepsico Inc | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | PEP0.95 | BuyBuy | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 246 | SP | FIZER ING | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 247 | SP | — OCR: asset missing, date uncertain | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 248 | SP | THEROMO FSHER SCEENTURIC INC | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 249 | SP | UNITEDHEALTH'GROUPINC OCR: date order, date uncertain | — | S | 06/20/2025 | 06/20/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 250 | SP | VERIZON CDMMUNUICATIOMS INC | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 251 | DC | HARRIS CHTY TEL CiRTURAL ED IACS FIN CZ CODOO% 2C/DI/204S CDARP REV HOSP WDS TEXAS CHILDREMS HOSP 7 | — | P | 06/30/2025 | 06/30/2025 | $100,001 - $250,000 | 0.98 | —0.00 | BuyBuy | Dependent | Jun 30, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 252 | DC | BERUCPHRE HATHAWAY INC COM USDOLOC33 CLASS ? | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 253 | DC | THE CiGiMA GRouP COM | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 254 | DC | CENTENE DORP | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.90 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 255 | DC | — OCR: asset missing | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 256 | DC | JOHNSON JOIONSDN COM. | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 257 | DC | LONMES COMPANDES INC COM USDO.SO | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 258 | ? | MERGK aCO, INC CCAM OCR: owner unreadable, date order, date uncertain | — | P | 06/20/2025 | 06/20/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 259 | DC | NYR (NC COM USDO.01 | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 260 | DC | PEPSICO INC | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.98 | PEP0.95 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 261 | DC | [PFER INC | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 262 | DC | (PRDCTER AMD GAMBLE GO COM | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 263 | DC | THERMD PESHER SCIENTIFIC UNC | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 264 | DC | UNTEDHEALTH GROUP UNC. | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 265 | ? | VERIEGN CCMMUHOCATIONS C OCR: owner unreadable | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 266 | DC | cHEviRdn coRP NeEN coM | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 267 | ? | [HARRIS CNTY TeX CULTURAL ED PACS FiN (Z.ODOOOK 1/DL/204S CDRP REV HDSP BDS TEXAS CHDRENS HCSP 2. OCR: owner unreadable | — | P | 06/30/2025 | 06/30/2025 | $50,001 - $100,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 30, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 268 | ? | SERISHURE HAYHAWAY INC COM USDOLOOSI CLASS B OCR: owner unreadable | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 269 | DC | HOME DEPoT iNc | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | HD0.95 | SellSell | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 270 | DC | IDHNSON LIOHNSON COM | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 271 | DC | MEREK k, iHC CEM | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 272 | ? | — OCR: owner unreadable, asset missing | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Unknown | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 273 | ? | PRDCTER AKD GAMELE CD GOM OCR: owner unreadable | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jun 20, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 274 | ? | UNITEDMEALTH GROUP INC OCR: owner unreadable | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.60 | —0.82 | SellSell | Unknown | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 275 | DC | CNDIANA HIN AUTH HUALTH SIS REV BDS DL7SDOOK DS/OLI2OAI FRANOSCAN AUUANCE INCF/NIA SISTERS CF ST FEAMGSHLTH SYGS OCR: low text confidence | — | P | 06/30/2025 | 06/30/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | Jun 30, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 276 | DC | FRANKUIN CNTY CHUD HOSP EY MEV BDS OL7SOCOIK 12ADA/RO2D OHDO NEALTH CORP DO.CTOAS (HEDHEALTH CORP, SER, 122多显 | — | P | 06/30/2025 | 06/30/2025 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Dependent | Jun 30, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 277 | DC | INDINA FIN AUTE HEALTW SIS REV BG DI.7SOOON OS/ON/ZD4E FRANCISCAN ALLLANCE INC F/KIA SISTERS OF | — | P | 06/30/2025 | 06/30/2025 | $15,001 - $50,000 | 0.98 | —0.00 | BuyBuy | Dependent | Jun 30, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 278 | DC | FAXUCLIN CNTY GHUO HOSP HEV BEV EDS DL7SOOO% 17A1/202 OHIO HEALTH CORP DOCTONS DNICHEALTH | — | P | 06/30/2025 | 06/30/2025 | $100,001 - $250,000 | 0.98 | —0.00 | BuyBuy | Dependent | Jun 30, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |