Michael T. McCaul (House) disclosed 450 transactions
Amendment status is not available for House filings. A filing listed here may since have been amended.
| 2021-12-14 · sell | GLOBAL PMTS INC GEORGIA — $1,001 - $15,000 |
| 2021-12-14 · sell | MASCO CORP — $1,001 - $15,000 |
| 2021-12-28 · sell | FISERV INC WISC PV 1CT — $1,001 - $15,000 |
| 2021-12-14 · sell | FISERV INC WISC PV 1CT — $1,001 - $15,000 |
| 2021-12-14 · sell | Neurocrine Biosciences Inc — $1,001 - $15,000 |
| 2021-12-14 · sell | Mastercard Inc — $1,001 - $15,000 |
| 2021-12-14 · sell | Genpact Ltd — $1,001 - $15,000 |
| 2021-12-15 · sell | iShares Russell 1000 Value — $1,001 - $15,000 |
| 2021-12-14 · sell | Dollar General Corp — $1,001 - $15,000 |
| 2021-12-14 · sell | Sony Group Corp — $1,001 - $15,000 |
| 2021-12-20 · buy | PAYPAL HOLDINGS INC SHS — $15,001 - $50,000 |
| 2021-12-14 · sell | Interpublic Group of Companies Inc — $1,001 - $15,000 |
| 2021-12-08 · sell | Harding Loevner International Equity Portfolio Institutional Class — $1,001 - $15,000 |
| 2021-12-14 · sell | Arrow Electronics, Inc. — $1,001 - $15,000 |
| 2021-12-14 · sell | Carlisle Companies, Inc. — $1,001 - $15,000 |
| 2021-12-14 · sell | Comcast Corp New CL A — $1,001 - $15,000 |
| 2021-12-14 · sell | PPG Industries Inc SHS — $1,001 - $15,000 |
| 2021-12-14 · sell | Micron Technology Inc — $1,001 - $15,000 |
| 2021-12-14 · sell | nVent Electric — $1,001 - $15,000 |
| 2021-12-14 · sell | Booking Holdings Inc — $1,001 - $15,000 |
| 2021-12-14 · sell | Alphabet Inc SHS CL A — $1,001 - $15,000 |
| 2021-12-13 · buy | PAYPAL HOLDINGS INC SHS — $50,001 - $100,000 |
| 2021-12-14 · sell | Schwab Charles Corp New — $1,001 - $15,000 |
| 2021-12-14 · sell | JPMorgan Chase & Co — $1,001 - $15,000 |
| 2021-12-14 · sell | Zions Bancorporation NA — $1,001 - $15,000 |
| 2021-12-14 · sell | Fresenius Medical Care — $1,001 - $15,000 |
| 2021-12-14 · sell | Unilever PLC New ADR — $1,001 - $15,000 |
| 2021-12-14 · sell | Robert Half International Inc. — $1,001 - $15,000 |
| 2021-12-14 · sell | TriMas Corp — $1,001 - $15,000 |
| 2021-12-14 · sell | Plexus Corp — $1,001 - $15,000 |
| 2021-12-14 · sell | Houlihan Lokey Inc — $1,001 - $15,000 |
| 2021-12-14 · sell | Dollar Tree Inc — $1,001 - $15,000 |
| 2021-12-20 · buy | SCHWAB CHARLES CORP NEW — $50,001 - $100,000 |
| 2021-12-14 · sell | UnitedHealth Group Inc — $1,001 - $15,000 |
| 2021-12-14 · sell | FirstCash Inc — $1,001 - $15,000 |
| 2021-12-08 · sell | Aberdeen Emerging Markets — $1,001 - $15,000 |
| 2021-12-14 · sell | Howard Hughes Corp — $1,001 - $15,000 |
| 2021-12-14 · sell | Herbalife Nutrition Ltd — $1,001 - $15,000 |
| 2021-12-14 · sell | Applied Industrial Technologies — $1,001 - $15,000 |
| 2021-12-14 · sell | Beacon Roofing Supply Inc Class A — $1,001 - $15,000 |
| 2021-12-14 · sell | Insight Enterprises, Inc. — $1,001 - $15,000 |
| 2021-12-14 · sell | ARCH CAPITAL GRP LTD BM — $1,001 - $15,000 |
| 2021-12-14 · sell | Flowserve Corp — $1,001 - $15,000 |
| 2021-12-27 · buy | CITIGROUP INC — $50,001 - $100,000 |
| 2021-12-14 · sell | DOVER CORP — $1,001 - $15,000 |
| 2021-12-14 · sell | NORTHN TRUST CORP — $1,001 - $15,000 |
| 2021-12-14 · sell | QUEST DIAGNOSTICS INC — $1,001 - $15,000 |
| 2021-12-14 · sell | Henry Schein, Inc. — $1,001 - $15,000 |
| 2021-12-14 · sell | Simpson Manufacturing Co — $1,001 - $15,000 |
| 2021-12-14 · sell | LCI Industries — $1,001 - $15,000 |
| 2021-12-14 · sell | PACCAR INC — $1,001 - $15,000 |
| 2021-12-14 · sell | ManpowerGroup Inc. — $1,001 - $15,000 |
| 2021-12-14 · sell | Donaldson Company, Inc. — $1,001 - $15,000 |
| 2021-12-14 · sell | Huntington Ingalls Industries Inc — $1,001 - $15,000 |
| 2021-12-20 · buy | Evolution AB ADR — $50,001 - $100,000 |
| 2021-12-14 · sell | PRIMERICA INC — $1,001 - $15,000 |
| 2021-12-14 · sell | SMITH-NPHW PLC SPADR NEW — $1,001 - $15,000 |
| 2021-12-14 · sell | CHUBB LTD — $1,001 - $15,000 |
| 2021-12-14 · sell | Concentrix Corporation — $1,001 - $15,000 |
| 2021-12-22 · sell | Wells Fargo & Co — $50,001 - $100,000 |
| … | 390 more transactions: every one is in the complete record on this filing's page |
The complete record
| party | Republican |
| state | TX |
| office | McCaul, Michael T. (Representative) |
| ptr id | 8218545 |
| chamber | house |
| comment | — |
| asset type | Stock |
| report url | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/8218545.pdf |
| bioguide id | M001157 |
| data source | HOUSE_CLERK_PTR |
| member last | McCaul |
| member name | Michael T. McCaul |
| member first | Michael T. |
| state district | TX10 |
| disclosure date | 2022-01-27 |
| extraction method | vision_ocr |
Each transaction (450)
| id | owner | ticker | amount max | amount min | asset name | amount range | transaction date | transaction type | reporting lag days |
|---|---|---|---|---|---|---|---|---|---|
| house-8218545-ocr-99 | Spouse | — | 15000 | 1001 | GLOBAL PMTS INC GEORGIA | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-98 | Spouse | MAS | 15000 | 1001 | MASCO CORP | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-97 | Spouse | — | 15000 | 1001 | FISERV INC WISC PV 1CT | $1,001 - $15,000 | 2021-12-28 | sell | 22 |
| house-8218545-ocr-96 | Spouse | — | 15000 | 1001 | FISERV INC WISC PV 1CT | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-95 | Spouse | NBIX | 15000 | 1001 | Neurocrine Biosciences Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-94 | Spouse | MA | 15000 | 1001 | Mastercard Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-93 | Spouse | G | 15000 | 1001 | Genpact Ltd | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-92 | Spouse | — | 15000 | 1001 | iShares Russell 1000 Value | $1,001 - $15,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-91 | Spouse | DG | 15000 | 1001 | Dollar General Corp | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-90 | Spouse | SONY | 15000 | 1001 | Sony Group Corp | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-9 | Spouse | — | 50000 | 15001 | PAYPAL HOLDINGS INC SHS | $15,001 - $50,000 | 2021-12-20 | buy | 28 |
| house-8218545-ocr-89 | Spouse | — | 15000 | 1001 | Interpublic Group of Companies Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-88 | Spouse | — | 15000 | 1001 | Harding Loevner International Equity Portfolio Institutional Class | $1,001 - $15,000 | 2021-12-08 | sell | 36 |
| house-8218545-ocr-87 | Spouse | ARW | 15000 | 1001 | Arrow Electronics, Inc. | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-86 | Spouse | CSL | 15000 | 1001 | Carlisle Companies, Inc. | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-85 | Spouse | CMCSA | 15000 | 1001 | Comcast Corp New CL A | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-84 | Spouse | PPG | 15000 | 1001 | PPG Industries Inc SHS | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-83 | Spouse | MU | 15000 | 1001 | Micron Technology Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-82 | Spouse | NVT | 15000 | 1001 | nVent Electric | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-81 | Spouse | BKNG | 15000 | 1001 | Booking Holdings Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-80 | Spouse | — | 15000 | 1001 | Alphabet Inc SHS CL A | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-8 | Spouse | — | 100000 | 50001 | PAYPAL HOLDINGS INC SHS | $50,001 - $100,000 | 2021-12-13 | buy | 33 |
| house-8218545-ocr-79 | Spouse | SCHW | 15000 | 1001 | Schwab Charles Corp New | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-78 | Spouse | JPM | 15000 | 1001 | JPMorgan Chase & Co | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-77 | Spouse | ZION | 15000 | 1001 | Zions Bancorporation NA | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-76 | Spouse | FMS | 15000 | 1001 | Fresenius Medical Care | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-75 | Spouse | UL | 15000 | 1001 | Unilever PLC New ADR | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-74 | Spouse | RHI | 15000 | 1001 | Robert Half International Inc. | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-73 | Spouse | TRS | 15000 | 1001 | TriMas Corp | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-72 | Spouse | PLXS | 15000 | 1001 | Plexus Corp | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-71 | Spouse | HLI | 15000 | 1001 | Houlihan Lokey Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-70 | Spouse | DLTR | 15000 | 1001 | Dollar Tree Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-7 | Spouse | SCHW | 100000 | 50001 | SCHWAB CHARLES CORP NEW | $50,001 - $100,000 | 2021-12-20 | buy | 28 |
| house-8218545-ocr-69 | Spouse | UNH | 15000 | 1001 | UnitedHealth Group Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-68 | Spouse | FCFS | 15000 | 1001 | FirstCash Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-67 | Spouse | AEF | 15000 | 1001 | Aberdeen Emerging Markets | $1,001 - $15,000 | 2021-12-08 | sell | 36 |
| house-8218545-ocr-66 | Spouse | HHH | 15000 | 1001 | Howard Hughes Corp | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-65 | Spouse | — | 15000 | 1001 | Herbalife Nutrition Ltd | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-64 | Spouse | AIT | 15000 | 1001 | Applied Industrial Technologies | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-63 | Spouse | — | 15000 | 1001 | Beacon Roofing Supply Inc Class A | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-62 | Spouse | NSIT | 15000 | 1001 | Insight Enterprises, Inc. | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-61 | Spouse | — | 15000 | 1001 | ARCH CAPITAL GRP LTD BM | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-60 | Spouse | FLS | 15000 | 1001 | Flowserve Corp | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-6 | Spouse | C | 100000 | 50001 | CITIGROUP INC | $50,001 - $100,000 | 2021-12-27 | buy | 23 |
| house-8218545-ocr-59 | Spouse | DOV | 15000 | 1001 | DOVER CORP | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-58 | Spouse | NTRS | 15000 | 1001 | NORTHN TRUST CORP | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-57 | Spouse | DGX | 15000 | 1001 | QUEST DIAGNOSTICS INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-56 | Spouse | HSIC | 15000 | 1001 | Henry Schein, Inc. | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-55 | Spouse | SSD | 15000 | 1001 | Simpson Manufacturing Co | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-54 | Spouse | LCII | 15000 | 1001 | LCI Industries | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-53 | Spouse | PCAR | 15000 | 1001 | PACCAR INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-52 | Spouse | MAN | 15000 | 1001 | ManpowerGroup Inc. | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-51 | Spouse | DCI | 15000 | 1001 | Donaldson Company, Inc. | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-50 | Spouse | HII | 15000 | 1001 | Huntington Ingalls Industries Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-5 | Spouse | — | 100000 | 50001 | Evolution AB ADR | $50,001 - $100,000 | 2021-12-20 | buy | 28 |
| house-8218545-ocr-49 | Spouse | PRI | 15000 | 1001 | PRIMERICA INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-48 | Spouse | — | 15000 | 1001 | SMITH-NPHW PLC SPADR NEW | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-47 | Spouse | CB | 15000 | 1001 | CHUBB LTD | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-46 | Spouse | CNXC | 15000 | 1001 | Concentrix Corporation | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-450 | Dependent | WFC | 100000 | 50001 | Wells Fargo & Co | $50,001 - $100,000 | 2021-12-22 | sell | 26 |
| house-8218545-ocr-45 | Spouse | BJ | 15000 | 1001 | BJ's Wholesale Club Holdings | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-449 | Dependent | CVS | 100000 | 50001 | CVS Health Corp | $50,001 - $100,000 | 2021-12-22 | sell | 26 |
| house-8218545-ocr-448 | Dependent | NFG | 100000 | 50001 | National Fuel Gas Company | $50,001 - $100,000 | 2021-12-22 | sell | 26 |
| house-8218545-ocr-447 | Dependent | DLTR | 100000 | 50001 | Dollar Tree Inc | $50,001 - $100,000 | 2021-12-22 | sell | 26 |
| house-8218545-ocr-446 | Dependent | CVX | 100000 | 50001 | Chevron Corporation | $50,001 - $100,000 | 2021-12-22 | sell | 26 |
| house-8218545-ocr-445 | Dependent | AAP | 100000 | 50001 | Advance Auto Parts Inc | $50,001 - $100,000 | 2021-12-22 | sell | 26 |
| house-8218545-ocr-444 | Dependent | AIG | 100000 | 50001 | American International Group Inc | $50,001 - $100,000 | 2021-12-22 | sell | 26 |
| house-8218545-ocr-443 | Dependent | ALL | 100000 | 50001 | ALLSTATE CORP | $50,001 - $100,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-442 | Dependent | EQH | 100000 | 50001 | Equitable Holdings Inc | $50,001 - $100,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-441 | Dependent | — | 100000 | 50001 | AMERISOURCE BERGEN | $50,001 - $100,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-440 | Dependent | ALLY | 50000 | 15001 | Ally Financial | $15,001 - $50,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-44 | Spouse | ETN | 15000 | 1001 | EATON CORP PLC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-439 | Dependent | CNH | 50000 | 15001 | CNH Industrial | $15,001 - $50,000 | 2021-12-22 | sell | 26 |
| house-8218545-ocr-438 | Dependent | UTHR | 50000 | 15001 | United Therapeutics Corp | $15,001 - $50,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-437 | Dependent | DXC | 50000 | 15001 | DXC Technology | $15,001 - $50,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-436 | Dependent | MRK | 50000 | 15001 | MERCK & CO INC | $15,001 - $50,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-435 | Dependent | OGN | 50000 | 15001 | Organon & Co. | $15,001 - $50,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-434 | Dependent | WFC | 50000 | 15001 | WELLS FARGO & CO | $15,001 - $50,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-433 | Dependent | NWL | 50000 | 15001 | NEWELL BRANDS INC | $15,001 - $50,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-432 | Dependent | CW | 50000 | 15001 | Curtiss-Wright Corp. | $15,001 - $50,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-431 | Dependent | — | 50000 | 15001 | Reliance Steel & Aluminum Co | $15,001 - $50,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-430 | Dependent | LNC | 50000 | 15001 | LINCOLN NATIONAL CORP | $15,001 - $50,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-43 | Spouse | GTES | 15000 | 1001 | Gates Industrial Corp PLC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-429 | Dependent | TPR | 50000 | 15001 | TAPESTRY INC | $15,001 - $50,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-428 | Dependent | MUR | 50000 | 15001 | Murphy Oil | $15,001 - $50,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-427 | Dependent | — | 15000 | 1001 | Herman Miller Inc | $1,001 - $15,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-426 | Dependent | KD | 15000 | 1001 | Kyndryl Holdings Inc Ordinary Shares | $1,001 - $15,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-425 | Self | PM | 100000 | 50001 | Philip Morris International Inc | $50,001 - $100,000 | 2021-12-06 | buy | 38 |
| house-8218545-ocr-424 | Spouse | WFC | 500000 | 250001 | WELLS FARGO & CO | $250,001 - $500,000 | 2021-12-22 | sell | 26 |
| house-8218545-ocr-423 | Spouse | CVS | 500000 | 250001 | CVS Health Corp | $250,001 - $500,000 | 2021-12-22 | sell | 26 |
| house-8218545-ocr-422 | Spouse | NFG | 500000 | 250001 | National Fuel Gas Company | $250,001 - $500,000 | 2021-12-22 | sell | 26 |
| house-8218545-ocr-421 | Spouse | DLTR | 500000 | 250001 | DOLLAR TREE INC | $250,001 - $500,000 | 2021-12-22 | sell | 26 |
| house-8218545-ocr-420 | Spouse | CVX | 500000 | 250001 | CHEVRON CORPORATION | $250,001 - $500,000 | 2021-12-22 | sell | 26 |
| house-8218545-ocr-42 | Spouse | — | 15000 | 1001 | KONINKL PHIL NV SH NEW | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-419 | Spouse | AAP | 500000 | 250001 | Advance Auto Parts Inc | $250,001 - $500,000 | 2021-12-22 | sell | 26 |
| house-8218545-ocr-418 | Spouse | AIG | 500000 | 250001 | American International Group Inc | $250,001 - $500,000 | 2021-12-22 | sell | 26 |
| house-8218545-ocr-417 | Spouse | ALL | 500000 | 250001 | ALLSTATE CORP | $250,001 - $500,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-416 | Spouse | EQH | 500000 | 250001 | Equitable Holdings Inc | $250,001 - $500,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-415 | Spouse | — | 500000 | 250001 | AMERISOURCE BERGEN | $250,001 - $500,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-414 | Spouse | ALLY | 250000 | 100001 | Ally Financial | $100,001 - $250,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-413 | Spouse | CNH | 250000 | 100001 | CNH Industrial | $100,001 - $250,000 | 2021-12-22 | sell | 26 |
| house-8218545-ocr-412 | Spouse | UTHR | 250000 | 100001 | United Therapeutics Corp | $100,001 - $250,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-411 | Spouse | DXC | 250000 | 100001 | DXC Technology | $100,001 - $250,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-410 | Spouse | MRK | 250000 | 100001 | Merck & Co Inc | $100,001 - $250,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-41 | Spouse | — | 15000 | 1001 | KBR, Inc. | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-409 | Spouse | OGN | 100000 | 50001 | Organon & Co. | $50,001 - $100,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-408 | Spouse | WFC | 100000 | 50001 | Wells Fargo & Co | $50,001 - $100,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-407 | Spouse | NWL | 100000 | 50001 | Newell Brands Inc | $50,001 - $100,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-406 | Spouse | CW | 100000 | 50001 | Curtiss-Wright Corp. | $50,001 - $100,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-405 | Spouse | — | 100000 | 50001 | Reliance Steel & Aluminum Co | $50,001 - $100,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-404 | Spouse | LNC | 100000 | 50001 | Lincoln National Corp | $50,001 - $100,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-403 | Spouse | TPR | 100000 | 50001 | Tapestry Inc | $50,001 - $100,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-402 | Spouse | MUR | 50000 | 15001 | Murphy Oil | $15,001 - $50,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-401 | Spouse | — | 50000 | 15001 | Herman Miller Inc | $15,001 - $50,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-400 | Spouse | — | 50000 | 15001 | Ryndryl Holdings Inc Ordinary Shares | $15,001 - $50,000 | 2021-12-23 | sell | 25 |
| house-8218545-ocr-40 | Spouse | — | 15000 | 1001 | Skechers USA Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-4 | Spouse | — | 100000 | 50001 | IAC/InterActiveCorp Ordinary Shares - New | $50,001 - $100,000 | 2021-12-15 | buy | 31 |
| house-8218545-ocr-399 | Spouse | PM | 500000 | 250001 | Philip Morris International Inc | $250,001 - $500,000 | 2021-12-06 | buy | 38 |
| house-8218545-ocr-398 | Dependent | — | 100000 | 50001 | Recurring Capital Fund III LP | $50,001 - $100,000 | 2021-12-12 | buy | 33 |
| house-8218545-ocr-397 | Dependent | — | 500000 | 250001 | PMI Investments LLC | $250,001 - $500,000 | 2021-12-12 | buy | 33 |
| house-8218545-ocr-396 | Dependent | — | 250000 | 100001 | BDT Capital Partners | $100,001 - $250,000 | 2021-12-12 | buy | 33 |
| house-8218545-ocr-395 | Dependent | — | 50000 | 15001 | Lewis & Clark Agrifund | $15,001 - $50,000 | 2021-12-12 | buy | 33 |
| house-8218545-ocr-394 | Dependent | — | — | — | LLM Partners Ltd. | — | — | sell | — |
| house-8218545-ocr-393 | Spouse | — | 100000 | 50001 | Recurring Capital Fund III LP | $50,001 - $100,000 | 2021-12-12 | buy | 33 |
| house-8218545-ocr-392 | Spouse | — | 500000 | 250001 | PMI Investments LLC | $250,001 - $500,000 | 2021-12-12 | buy | 33 |
| house-8218545-ocr-391 | Spouse | — | 250000 | 100001 | BDT Capital Partners | $100,001 - $250,000 | 2021-12-12 | buy | 33 |
| house-8218545-ocr-390 | Spouse | — | 50000 | 15001 | Lewis & Clark Agrifund | $15,001 - $50,000 | 2021-12-12 | buy | 33 |
| house-8218545-ocr-39 | Spouse | FCN | 15000 | 1001 | FTI CONSULTING INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-389 | Spouse | — | — | — | LLM Partners Ltd. | — | — | sell | — |
| house-8218545-ocr-388 | Dependent | SPY | 1000000 | 500001 | SPDR S&P 500 ETF Trust | $500,001 - $1,000,000 | 2021-12-10 | sell | 34 |
| house-8218545-ocr-387 | Dependent | MSFT | 500000 | 250001 | Microsoft Corp | $250,001 - $500,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-386 | Dependent | — | 500000 | 250001 | Alphabet Inc SHS CL A | $250,001 - $500,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-385 | Dependent | AON | 500000 | 250001 | AON PLC | $250,001 - $500,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-384 | Dependent | — | 500000 | 250001 | Merrimack Cnty NH Tax | $250,001 - $500,000 | 2021-12-30 | sell | 20 |
| house-8218545-ocr-383 | Dependent | AMZN | 250000 | 100001 | AMAZON COM INC COM | $100,001 - $250,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-382 | Dependent | — | 250000 | 100001 | Vanguard Total Stock Market Index Fund Institutional Shares | $100,001 - $250,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-381 | Dependent | — | 250000 | 100001 | Harding Loevner International Equity Portfolio Institutional Class | $100,001 - $250,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-380 | Dependent | META | 250000 | 100001 | META PLATFORMS INC | $100,001 - $250,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-38 | Spouse | WWD | 15000 | 1001 | Woodward, Inc. | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-379 | Dependent | ADBE | 250000 | 100001 | ADOBE INC | $100,001 - $250,000 | 2021-12-13 | sell | 33 |
| house-8218545-ocr-378 | Dependent | ADBE | 250000 | 100001 | ADOBE INC | $100,001 - $250,000 | 2021-12-17 | sell | 29 |
| house-8218545-ocr-377 | Dependent | — | 250000 | 100001 | Harding Loevner International Equity Portfolio Institutional Class | $100,001 - $250,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-376 | Dependent | SCHW | 250000 | 100001 | SCHWAB CHARLES CORP NEW | $100,001 - $250,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-375 | Dependent | WFC | 250000 | 100001 | WELLS FARGO & CO | $100,001 - $250,000 | 2021-12-27 | sell | 23 |
| house-8218545-ocr-374 | Dependent | — | 250000 | 100001 | PAYPAL HOLDINGS INC SHS | $100,001 - $250,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-373 | Dependent | ADBE | 250000 | 100001 | ADOBE INC | $100,001 - $250,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-372 | Dependent | — | 250000 | 100001 | NETFLIX COM INC | $100,001 - $250,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-371 | Dependent | — | 250000 | 100001 | VANGUARD INDEX FUNDS S&P 500 ETF | $100,001 - $250,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-370 | Dependent | — | 250000 | 100001 | VISA INC CL A SHRS | $100,001 - $250,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-37 | Spouse | LGIH | 15000 | 1001 | LGI Homes | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-369 | Dependent | — | 250000 | 100001 | INTUIT INC COM | $100,001 - $250,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-368 | Dependent | — | 250000 | 100001 | LANCASTER CO NE CORR FAC | $100,001 - $250,000 | 2021-12-01 | sell | 41 |
| house-8218545-ocr-367 | Dependent | AEF | 250000 | 100001 | ABERDEEN EMERGING MARKETS | $100,001 - $250,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-366 | Dependent | NVDA | 250000 | 100001 | NVIDIA | $100,001 - $250,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-365 | Dependent | NVDA | 100000 | 50001 | NVIDIA | $50,001 - $100,000 | 2021-12-17 | sell | 29 |
| house-8218545-ocr-364 | Dependent | — | 100000 | 50001 | NETFLIX COM INC | $50,001 - $100,000 | 2021-12-17 | sell | 29 |
| house-8218545-ocr-363 | Dependent | — | 100000 | 50001 | INTUIT INC COM | $50,001 - $100,000 | 2021-12-17 | sell | 29 |
| house-8218545-ocr-362 | Dependent | MSFT | 100000 | 50001 | MICROSOFT CORP | $50,001 - $100,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-361 | Dependent | MNST | 100000 | 50001 | MONSTER BEVERAGE SHS | $50,001 - $100,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-360 | Dependent | UNH | 100000 | 50001 | UNITEDHEALTH GROUP INC | $50,001 - $100,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-36 | Spouse | — | 15000 | 1001 | CDK GLOBAL | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-359 | Dependent | ADP | 100000 | 50001 | AUTOMATIC DATA PROC | $50,001 - $100,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-358 | Dependent | — | 100000 | 50001 | FLEETCOR TECHNOLOGIS INC | $50,001 - $100,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-357 | Dependent | ZTS | 100000 | 50001 | ZOETIS INC | $50,001 - $100,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-356 | Dependent | — | 100000 | 50001 | UNITED PARCEL SVC CL B | $50,001 - $100,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-355 | Dependent | — | 100000 | 50001 | LINDE PLC REG SHS | $50,001 - $100,000 | 2021-12-28 | sell | 22 |
| house-8218545-ocr-354 | Dependent | — | 100000 | 50001 | LINDE PLC REG SHS | $50,001 - $100,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-353 | Dependent | BSX | 100000 | 50001 | BOSTON SCIENTIFIC CORP | $50,001 - $100,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-352 | Dependent | AMZN | 100000 | 50001 | AMAZON.COM INC | $50,001 - $100,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-351 | Dependent | META | 100000 | 50001 | META PLATFORMS INC | $50,001 - $100,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-350 | Dependent | — | 100000 | 50001 | AON PLC REG SHS | $50,001 - $100,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-35 | Spouse | — | 15000 | 1001 | A O SMITH CORP | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-349 | Dependent | GOOGL | 100000 | 50001 | Alphabet Inc | $50,001 - $100,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-348 | Dependent | KDP | 50000 | 15001 | KEURIG DR PEPPER INC | $15,001 - $50,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-347 | Dependent | AMZN | 50000 | 15001 | AMAZON COM INC COM | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-346 | Dependent | — | 50000 | 15001 | GLOBAL PMTS INC GEORGIA | $15,001 - $50,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-345 | Dependent | NFLX | 50000 | 15001 | NETFLIX INC | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-344 | Dependent | — | 50000 | 15001 | ALPHABET INC SHS CL A | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-343 | Dependent | — | 50000 | 15001 | VANGUARD INDEX FUNDS S&P 500 ETF | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-342 | Dependent | META | 50000 | 15001 | Meta Platforms Inc | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-341 | Dependent | MA | 50000 | 15001 | MASTERCARD INC | $15,001 - $50,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-340 | Dependent | — | 50000 | 15001 | NEUROCRINE BIOSCNCE INC | $15,001 - $50,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-34 | Spouse | PAHC | 15000 | 1001 | Phibro Animal Health Corp | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-339 | Dependent | — | 50000 | 15001 | ISHARES MSCI EAFE | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-338 | Dependent | MAR | 50000 | 15001 | MARRIOTT INTERNATIONAL INC | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-337 | Dependent | MS | 50000 | 15001 | Morgan Stanley | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-336 | Dependent | — | 50000 | 15001 | FISERV INC WISC PV 1CT | $15,001 - $50,000 | 2021-12-28 | sell | 22 |
| house-8218545-ocr-335 | Dependent | — | 50000 | 15001 | FISERV INC WISC PV 1CT | $15,001 - $50,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-334 | Dependent | — | 50000 | 15001 | GLOBAL PMTS INC GEORGIA | $15,001 - $50,000 | 2021-12-28 | sell | 22 |
| house-8218545-ocr-333 | Dependent | ADBE | 50000 | 15001 | ADOBE INC | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-332 | Dependent | SCHW | 50000 | 15001 | SCHWAB CHARLES CORP NEW | $15,001 - $50,000 | 2021-12-20 | sell | 28 |
| house-8218545-ocr-331 | Dependent | SCHW | 50000 | 15001 | SCHWAB CHARLES CORP NEW | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-330 | Dependent | MSFT | 50000 | 15001 | MICROSOFT CORP | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-33 | Spouse | META | 15000 | 1001 | META PLATFORMS INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-329 | Dependent | — | 50000 | 15001 | ANTHEM INC COM | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-328 | Dependent | — | 50000 | 15001 | NETFLIX COM INC | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-327 | Dependent | C | 50000 | 15001 | CITIGROUP INC | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-326 | Dependent | — | 50000 | 15001 | VISA INC CL A SHRS | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-325 | Dependent | LBRDK | 50000 | 15001 | Liberty Broadband Corp Series C | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-324 | Dependent | — | 50000 | 15001 | PAYPAL HOLDINGS INC SHS | $15,001 - $50,000 | 2021-12-20 | sell | 28 |
| house-8218545-ocr-323 | Dependent | — | 50000 | 15001 | PAYPAL HOLDINGS INC SHS | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-322 | Dependent | — | 50000 | 15001 | INTUIT INC COM | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-321 | Dependent | NVDA | 50000 | 15001 | NVIDIA | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-320 | Dependent | — | 50000 | 15001 | ISHARES TR MSCI EMERGING MKTS ETF | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-32 | Spouse | — | 15000 | 1001 | Harding Loevner International Equity Portfolio Institutional Class | $1,001 - $15,000 | 2021-12-01 | sell | 41 |
| house-8218545-ocr-319 | Dependent | GS | 50000 | 15001 | Goldman Sachs Group | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-318 | Dependent | WFC | 50000 | 15001 | WELLS FARGO & CO | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-317 | Dependent | GE | 50000 | 15001 | General Electric Co | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-316 | Dependent | CMCSA | 50000 | 15001 | Comcast Corporation | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-315 | Dependent | GOOGL | 50000 | 15001 | Alphabet Inc | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-314 | Dependent | HLT | 50000 | 15001 | Hilton Worldwide Holdings Inc. | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-313 | Dependent | GM | 50000 | 15001 | General Motors | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-312 | Dependent | — | 50000 | 15001 | UNITED HEALTH GROUP INC | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-311 | Dependent | — | 50000 | 15001 | DISH NETWORK CORP | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-310 | Dependent | — | 50000 | 15001 | VIRGINIA COLLEGE BLDG | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-31 | Spouse | — | 15000 | 1001 | SCHLUMBERGER LTD | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-309 | Dependent | — | 50000 | 15001 | BERKSHIRE HATHAWAYINC | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-308 | Dependent | DIS | 50000 | 15001 | Walt Disney Co | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-307 | Dependent | UNH | 15000 | 1001 | UNITEDHEALTH GROUP INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-306 | Dependent | ADP | 15000 | 1001 | AUTOMATIC DATA PROC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-305 | Dependent | MNST | 15000 | 1001 | MONSTER BEVERAGE SHS | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-304 | Dependent | WTW | 15000 | 1001 | WILLIS TOWERS WATSON | $1,001 - $15,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-303 | Dependent | ZTS | 15000 | 1001 | ZOETIS INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-302 | Dependent | BSX | 15000 | 1001 | BOSTON SCIENTIFIC CORP | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-301 | Dependent | MAS | 15000 | 1001 | MASCO CORP | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-300 | Dependent | — | 15000 | 1001 | AON PLC REG SHS | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-30 | Spouse | AEF | 15000 | 1001 | ABERDEEN EMERGING MARKETS | $1,001 - $15,000 | 2021-12-02 | sell | 40 |
| house-8218545-ocr-3 | Spouse | — | 250000 | 100001 | ALLEGHENY CNTY PA GO NTS | $100,001 - $250,000 | 2021-12-14 | buy | 32 |
| house-8218545-ocr-299 | Dependent | — | 15000 | 1001 | OKLAHOMA ST CAPITOL IMPT | $1,001 - $15,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-298 | Dependent | — | 15000 | 1001 | UNITED PARCEL SVC CL B | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-297 | Dependent | — | 15000 | 1001 | LINDE PLC REG SHS | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-296 | Dependent | KDP | 15000 | 1001 | KEURIG DR PEPPER INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-295 | Dependent | — | 15000 | 1001 | FLEETCOR TECHNOLOGIS INC | $1,001 - $15,000 | 2021-12-20 | sell | 28 |
| house-8218545-ocr-294 | Dependent | — | 15000 | 1001 | FLEETCOR TECHNOLOGIS INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-293 | Dependent | — | 15000 | 1001 | GLOBAL PMTS INC GEORGIA | $1,001 - $15,000 | 2021-12-28 | sell | 22 |
| house-8218545-ocr-292 | Dependent | — | 15000 | 1001 | GLOBAL PMTS INC GEORGIA | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-291 | Dependent | G | 15000 | 1001 | GENPACT LTD | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-290 | Dependent | — | 15000 | 1001 | FISERV INC WISC PV 1CT | $1,001 - $15,000 | 2021-12-28 | sell | 22 |
| house-8218545-ocr-29 | Spouse | EMR | 15000 | 1001 | EMERSON ELEC CO | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-289 | Dependent | — | 15000 | 1001 | FISERV INC WISC PV 1CT | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-288 | Dependent | — | 15000 | 1001 | Harding Loevner International Equity Portfolio Institutional Class | $1,001 - $15,000 | 2021-12-08 | sell | 36 |
| house-8218545-ocr-287 | Dependent | — | 15000 | 1001 | NEUROCRINE BIOSCNCE INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-286 | Dependent | MA | 15000 | 1001 | MASTERCARD INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-285 | Dependent | DG | 15000 | 1001 | DOLLAR GENERAL CORP | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-284 | Dependent | SONY | 15000 | 1001 | SONY GROUP CORP | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-283 | Dependent | — | 15000 | 1001 | Interpublic Group of Companies Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-282 | Dependent | ARW | 15000 | 1001 | Arrow Electronics, Inc. | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-281 | Dependent | CSL | 15000 | 1001 | Carlisle Companies, Inc. | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-280 | Dependent | CMCSA | 15000 | 1001 | COMCAST CORP NEW CL A | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-28 | Spouse | KW | 15000 | 1001 | Kennedy-Wilson Holdings Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-279 | Dependent | PPG | 15000 | 1001 | PPG INDUSTRIES INC SHS | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-278 | Dependent | MU | 15000 | 1001 | MICRON TECHNOLOGY INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-277 | Dependent | NVT | 15000 | 1001 | nVent Electric | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-276 | Dependent | — | 15000 | 1001 | BOOKING HLDGS INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-275 | Dependent | — | 15000 | 1001 | ALPHABET INC SHS CL A | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-274 | Dependent | SCHW | 15000 | 1001 | SCHWAB CHARLES CORP NEW | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-273 | Dependent | JPM | 15000 | 1001 | JPMORGAN CHASE & CO | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-272 | Dependent | ZION | 15000 | 1001 | Zions Bancorporation NA | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-271 | Dependent | — | 15000 | 1001 | ISHARES RUSSELL 1000 VALUE | $1,001 - $15,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-270 | Dependent | FMS | 15000 | 1001 | FRESENIUS MEDICAL CARE | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-27 | Spouse | — | 15000 | 1001 | FISERV INC WISC PV 1CT | $1,001 - $15,000 | 2021-12-28 | buy | 22 |
| house-8218545-ocr-269 | Dependent | UL | 15000 | 1001 | UNILEVER PLC NEW ADR | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-268 | Dependent | RHI | 15000 | 1001 | Robert Half International Inc. | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-267 | Dependent | TRS | 15000 | 1001 | TriMas Corp | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-266 | Dependent | PLXS | 15000 | 1001 | PLEXUS CORP | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-265 | Dependent | HLI | 15000 | 1001 | Houlihan Lokey Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-264 | Dependent | DLTR | 15000 | 1001 | DOLLAR TREE INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-263 | Dependent | UNH | 15000 | 1001 | UNITEDHEALTH GROUP INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-262 | Dependent | AEF | 15000 | 1001 | ABERDEEN EMERGING MARKETS | $1,001 - $15,000 | 2021-12-08 | sell | 36 |
| house-8218545-ocr-261 | Dependent | FCFS | 15000 | 1001 | FirstCash Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-260 | Dependent | HHH | 15000 | 1001 | Howard Hughes Corp | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-26 | Spouse | — | 15000 | 1001 | GLOBAL PMTS INC GEORGIA | $1,001 - $15,000 | 2021-12-28 | buy | 22 |
| house-8218545-ocr-259 | Dependent | — | 15000 | 1001 | Herbalife Nutrition Ltd | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-258 | Dependent | AIT | 15000 | 1001 | Applied Industrial Technologies | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-257 | Dependent | — | 15000 | 1001 | Beacon Roofing Supply Inc Class A | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-256 | Dependent | NSIT | 15000 | 1001 | Insight Enterprises, Inc. | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-255 | Dependent | — | 15000 | 1001 | Arch Capital GRP Ltd BM | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-254 | Dependent | FLS | 15000 | 1001 | Flowserve Corp | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-253 | Dependent | DOV | 15000 | 1001 | Dover Corp | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-252 | Dependent | NTRS | 15000 | 1001 | Northn Trust Corp | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-251 | Dependent | HSIC | 15000 | 1001 | Henry Schein, Inc. | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-250 | Dependent | DGX | 15000 | 1001 | Quest Diagnostics Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-25 | Spouse | — | 15000 | 1001 | FLEETCOR TECHNOLOGIS INC | $1,001 - $15,000 | 2021-12-20 | buy | 28 |
| house-8218545-ocr-249 | Dependent | SSD | 15000 | 1001 | Simpson Manufacturing Co | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-248 | Dependent | LCII | 15000 | 1001 | LCI Industries | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-247 | Dependent | PCAR | 15000 | 1001 | Paccar Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-246 | Dependent | MAN | 15000 | 1001 | ManpowerGroup Inc. | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-245 | Dependent | DCI | 15000 | 1001 | Donaldson Company, Inc. | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-244 | Dependent | HII | 15000 | 1001 | Huntington Ingalls Industries Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-243 | Dependent | PRI | 15000 | 1001 | Primerica Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-242 | Dependent | — | 15000 | 1001 | Smith-NPHW PLC SPADR New | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-241 | Dependent | CB | 15000 | 1001 | Chubb Ltd | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-240 | Dependent | CNXC | 15000 | 1001 | Concentrix Corporation | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-24 | Spouse | UL | 15000 | 1001 | UNILEVER PLC NEW ADR | $1,001 - $15,000 | 2021-12-03 | buy | 39 |
| house-8218545-ocr-239 | Dependent | BJ | 15000 | 1001 | BJ's Wholesale Club Holdings | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-238 | Dependent | ETN | 15000 | 1001 | Eaton Corp PLC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-237 | Dependent | GTES | 15000 | 1001 | Gates Industrial Corp PLC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-236 | Dependent | — | 15000 | 1001 | Koninkl Phil NV SH New | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-235 | Dependent | — | 15000 | 1001 | KBR, Inc. | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-234 | Dependent | — | 15000 | 1001 | Skechers USA Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-233 | Dependent | FCN | 15000 | 1001 | FTI Consulting Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-232 | Dependent | WWD | 15000 | 1001 | Woodward, Inc. | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-231 | Dependent | LGIH | 15000 | 1001 | LGI Homes | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-230 | Dependent | — | 15000 | 1001 | CDK Global | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-23 | Spouse | — | 15000 | 1001 | SMITH-NPHW PLC SPADR NEW | $1,001 - $15,000 | 2021-12-03 | buy | 39 |
| house-8218545-ocr-229 | Dependent | — | 15000 | 1001 | A O Smith Corp | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-228 | Dependent | PAHC | 15000 | 1001 | Phibro Animal Health Corp | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-227 | Dependent | — | 15000 | 1001 | Harding Loevner International Equity Portfolio Institutional Class | $1,001 - $15,000 | 2021-12-01 | sell | 41 |
| house-8218545-ocr-226 | Dependent | META | 15000 | 1001 | Meta Platforms Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-225 | Dependent | — | 15000 | 1001 | Schlumberger Ltd | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-224 | Dependent | AEF | 15000 | 1001 | Aberdeen Emerging Markets | $1,001 - $15,000 | 2021-12-02 | sell | 40 |
| house-8218545-ocr-223 | Dependent | EMR | 15000 | 1001 | EMERSON ELEC CO | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-222 | Dependent | KW | 15000 | 1001 | Kennedy-Wilson Holdings Inc | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-221 | Dependent | — | 15000 | 1001 | FISERV INC WISC PV 1CT | $1,001 - $15,000 | 2021-12-28 | buy | 22 |
| house-8218545-ocr-220 | Dependent | — | 15000 | 1001 | GLOBAL PMTS INC GEORGIA | $1,001 - $15,000 | 2021-12-28 | buy | 22 |
| house-8218545-ocr-22 | Spouse | — | 15000 | 1001 | BOOKING HLDGS INC | $1,001 - $15,000 | 2021-12-03 | buy | 39 |
| house-8218545-ocr-219 | Dependent | — | 15000 | 1001 | FLEETCOR TECHNOLOGIS INC | $1,001 - $15,000 | 2021-12-20 | buy | 28 |
| house-8218545-ocr-218 | Dependent | UL | 50000 | 15001 | UNILEVER PLC NEW ADR | $15,001 - $50,000 | 2021-12-03 | buy | 39 |
| house-8218545-ocr-217 | Dependent | — | 50000 | 15001 | SMITH-NPHW PLC SPADR NEW | $15,001 - $50,000 | 2021-12-03 | buy | 39 |
| house-8218545-ocr-216 | Dependent | — | 50000 | 15001 | BOOKING HLDGS INC | $15,001 - $50,000 | 2021-12-03 | buy | 39 |
| house-8218545-ocr-215 | Dependent | — | 50000 | 15001 | PAYPAL HOLDINGS INC SHS | $15,001 - $50,000 | 2021-12-20 | buy | 28 |
| house-8218545-ocr-214 | Dependent | SCHW | 50000 | 15001 | SCHWAB CHARLES CORP NEW | $15,001 - $50,000 | 2021-12-20 | buy | 28 |
| house-8218545-ocr-213 | Dependent | — | 50000 | 15001 | GLOBAL PMTS INC GEORGIA | $15,001 - $50,000 | 2021-12-28 | buy | 22 |
| house-8218545-ocr-212 | Dependent | — | 50000 | 15001 | FISERV INC WISC PV 1CT | $15,001 - $50,000 | 2021-12-28 | buy | 22 |
| house-8218545-ocr-211 | Dependent | TRTN-PA | 50000 | 15001 | Triton International Ltd Ordinary Shares | $15,001 - $50,000 | 2021-12-22 | buy | 26 |
| house-8218545-ocr-210 | Dependent | — | 50000 | 15001 | GLOBAL PMTS INC GEORGIA | $15,001 - $50,000 | 2021-12-28 | buy | 22 |
| house-8218545-ocr-21 | Spouse | — | 50000 | 15001 | PAYPAL HOLDINGS INC SHS | $15,001 - $50,000 | 2021-12-20 | buy | 28 |
| house-8218545-ocr-209 | Dependent | — | 50000 | 15001 | LINDE PLC REG SHS | $15,001 - $50,000 | 2021-12-28 | buy | 22 |
| house-8218545-ocr-208 | Dependent | — | 50000 | 15001 | FISERV INC WISC PV 1CT | $15,001 - $50,000 | 2021-12-28 | buy | 22 |
| house-8218545-ocr-207 | Dependent | GTES | 50000 | 15001 | Gates Industrial Corp PLC | $15,001 - $50,000 | 2021-12-03 | buy | 39 |
| house-8218545-ocr-206 | Dependent | — | 100000 | 50001 | LINDE PLC REG SHS | $50,001 - $100,000 | 2021-12-28 | buy | 22 |
| house-8218545-ocr-205 | Dependent | — | 100000 | 50001 | LINDE PLC REG SHS | $50,001 - $100,000 | 2021-12-20 | buy | 28 |
| house-8218545-ocr-204 | Dependent | — | 100000 | 50001 | FLEETCOR TECHNOLOGIS INC | $50,001 - $100,000 | 2021-12-20 | buy | 28 |
| house-8218545-ocr-203 | Dependent | — | 100000 | 50001 | PAYPAL HOLDINGS INC SHS | $50,001 - $100,000 | 2021-12-20 | buy | 28 |
| house-8218545-ocr-202 | Dependent | — | 100000 | 50001 | PAYPAL HOLDINGS INC SHS | $50,001 - $100,000 | 2021-12-13 | buy | 33 |
| house-8218545-ocr-201 | Dependent | SCHW | 100000 | 50001 | SCHWAB CHARLES CORP NEW | $50,001 - $100,000 | 2021-12-20 | buy | 28 |
| house-8218545-ocr-200 | Dependent | C | 250000 | 100001 | CITIGROUP INC | $100,001 - $250,000 | 2021-12-27 | buy | 23 |
| house-8218545-ocr-20 | Spouse | SCHW | 50000 | 15001 | SCHWAB CHARLES CORP NEW | $15,001 - $50,000 | 2021-12-20 | buy | 28 |
| house-8218545-ocr-2 | Spouse | — | 250000 | 100001 | MET COUNCIL MN MPLS-ST | $100,001 - $250,000 | 2021-12-07 | buy | 37 |
| house-8218545-ocr-199 | Dependent | — | 250000 | 100001 | Evolution AB ADR | $100,001 - $250,000 | 2021-12-20 | buy | 28 |
| house-8218545-ocr-198 | Dependent | — | 250000 | 100001 | IAC/InterActiveCorp Ordinary Shares - New | $100,001 - $250,000 | 2021-12-15 | buy | 31 |
| house-8218545-ocr-197 | Dependent | — | 250000 | 100001 | ALLEGHENY CNTY PA GO NTS | $100,001 - $250,000 | 2021-12-14 | buy | 32 |
| house-8218545-ocr-196 | Dependent | — | 250000 | 100001 | MET COUNCIL MN MPLS-ST | $100,001 - $250,000 | 2021-12-07 | buy | 37 |
| house-8218545-ocr-195 | Dependent | — | 250000 | 100001 | KY ASSET/LIABILITY CMMN | $100,001 - $250,000 | 2021-12-13 | buy | 33 |
| house-8218545-ocr-194 | Dependent | — | — | — | LLM FAMILY INVESTMENTS LP (15.0092% INTEREST) | — | — | buy | — |
| house-8218545-ocr-193 | Spouse | MSFT | 500000 | 250001 | MICROSOFT CORP | $250,001 - $500,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-192 | Spouse | — | 250000 | 100001 | ALPHABET INC SHS CL A | $100,001 - $250,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-191 | Spouse | AON | 250000 | 100001 | AON PLC | $100,001 - $250,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-190 | Spouse | — | 250000 | 100001 | Vanguard Total Stock Market Index Fund Institutional Shares | $100,001 - $250,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-19 | Spouse | TRTN-PA | 50000 | 15001 | Triton International Ltd Ordinary Shares | $15,001 - $50,000 | 2021-12-22 | buy | 26 |
| house-8218545-ocr-189 | Spouse | AMZN | 250000 | 100001 | AMAZON COM INC COM | $100,001 - $250,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-188 | Spouse | — | 250000 | 100001 | MERRIMACK CNTY NH TAX | $100,001 - $250,000 | 2021-12-30 | sell | 20 |
| house-8218545-ocr-187 | Spouse | META | 250000 | 100001 | META PLATFORMS INC | $100,001 - $250,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-186 | Spouse | — | 250000 | 100001 | Harding Loevner International Equity Portfolio Institutional Class | $100,001 - $250,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-185 | Spouse | ADBE | 250000 | 100001 | ADOBE INC | $100,001 - $250,000 | 2021-12-13 | sell | 33 |
| house-8218545-ocr-184 | Spouse | ADBE | 250000 | 100001 | ADOBE INC | $100,001 - $250,000 | 2021-12-17 | sell | 29 |
| house-8218545-ocr-183 | Spouse | SCHW | 250000 | 100001 | SCHWAB CHARLES CORP NEW | $100,001 - $250,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-182 | Spouse | WFC | 250000 | 100001 | WELLS FARGO & CO | $100,001 - $250,000 | 2021-12-27 | sell | 23 |
| house-8218545-ocr-181 | Spouse | — | 250000 | 100001 | PAYPAL HOLDINGS INC SHS | $100,001 - $250,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-180 | Spouse | ADBE | 250000 | 100001 | ADOBE INC | $100,001 - $250,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-18 | Spouse | — | 50000 | 15001 | GLOBAL PMTS INC GEORGIA | $15,001 - $50,000 | 2021-12-28 | buy | 22 |
| house-8218545-ocr-179 | Spouse | — | 250000 | 100001 | NETFLIX COM INC | $100,001 - $250,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-178 | Spouse | — | 100000 | 50001 | Harding Loevner International Equity Portfolio Institutional Class | $50,001 - $100,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-177 | Spouse | — | 100000 | 50001 | VISA INC CL A SHRS | $50,001 - $100,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-176 | Spouse | — | 100000 | 50001 | INTUIT INC COM | $50,001 - $100,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-175 | Spouse | — | 100000 | 50001 | VANGUARD INDEX FUNDS S&P 500 ETF | $50,001 - $100,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-174 | Spouse | NVDA | 100000 | 50001 | NVIDIA | $50,001 - $100,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-173 | Spouse | — | 100000 | 50001 | LANCASTER CO NE CORR FAC | $50,001 - $100,000 | 2021-12-01 | sell | 41 |
| house-8218545-ocr-172 | Spouse | NVDA | 100000 | 50001 | NVIDIA | $50,001 - $100,000 | 2021-12-17 | sell | 29 |
| house-8218545-ocr-171 | Spouse | — | 100000 | 50001 | NETFLIX COM INC | $50,001 - $100,000 | 2021-12-17 | sell | 29 |
| house-8218545-ocr-170 | Spouse | — | 100000 | 50001 | INTUIT INC COM | $50,001 - $100,000 | 2021-12-17 | sell | 29 |
| house-8218545-ocr-17 | Spouse | GTES | 50000 | 15001 | Gates Industrial Corp PLC | $15,001 - $50,000 | 2021-12-03 | buy | 39 |
| house-8218545-ocr-169 | Spouse | MSFT | 100000 | 50001 | MICROSOFT CORP | $50,001 - $100,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-168 | Spouse | AEF | 100000 | 50001 | ABERDEEN EMERGING MARKETS | $50,001 - $100,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-167 | Spouse | MNST | 100000 | 50001 | MONSTER BEVERAGE SHS | $50,001 - $100,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-166 | Spouse | UNH | 100000 | 50001 | UNITEDHEALTH GROUP INC | $50,001 - $100,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-165 | Spouse | ADP | 50000 | 15001 | AUTOMATIC DATA PROC | $15,001 - $50,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-164 | Spouse | — | 50000 | 15001 | FLEETCOR TECHNOLOGIS INC | $15,001 - $50,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-163 | Spouse | ZTS | 50000 | 15001 | ZOETIS INC | $15,001 - $50,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-162 | Spouse | — | 50000 | 15001 | UNITED PARCEL SVC CL B | $15,001 - $50,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-161 | Spouse | — | 50000 | 15001 | LINDE PLC REG SHS | $15,001 - $50,000 | 2021-12-28 | sell | 22 |
| house-8218545-ocr-160 | Spouse | — | 50000 | 15001 | LINDE PLC REG SHS | $15,001 - $50,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-16 | Spouse | — | 50000 | 15001 | FISERV INC WISC PV 1CT | $15,001 - $50,000 | 2021-12-28 | buy | 22 |
| house-8218545-ocr-159 | Spouse | BSX | 50000 | 15001 | Boston Scientific Corp | $15,001 - $50,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-158 | Spouse | META | 50000 | 15001 | Meta Platforms Inc | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-157 | Spouse | AMZN | 50000 | 15001 | Amazon.com Inc | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-156 | Spouse | — | 50000 | 15001 | AON PLC REG SHS | $15,001 - $50,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-155 | Spouse | KDP | 50000 | 15001 | Keurig Dr Pepper Inc | $15,001 - $50,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-154 | Spouse | GOOGL | 50000 | 15001 | Alphabet Inc | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-153 | Spouse | — | 50000 | 15001 | Vanguard Index Funds S&P 500 ETF | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-152 | Spouse | AMZN | 50000 | 15001 | Amazon Com Inc COM | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-151 | Spouse | — | 50000 | 15001 | Global PMTS Inc Georgia | $15,001 - $50,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-150 | Spouse | — | 50000 | 15001 | Alphabet Inc SHS CL A | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-15 | Spouse | — | 50000 | 15001 | GLOBAL PMTS INC GEORGIA | $15,001 - $50,000 | 2021-12-28 | buy | 22 |
| house-8218545-ocr-149 | Spouse | NFLX | 50000 | 15001 | Netflix Inc | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-148 | Spouse | MA | 50000 | 15001 | Mastercard Inc | $15,001 - $50,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-147 | Spouse | — | 50000 | 15001 | iShares MSCI EAFE | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-146 | Spouse | META | 50000 | 15001 | Meta Platforms Inc | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-145 | Spouse | — | 50000 | 15001 | Neurocrine Bioscnce Inc | $15,001 - $50,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-144 | Spouse | MAR | 50000 | 15001 | Marriott International Inc | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-143 | Spouse | — | 50000 | 15001 | Fiserv Inc WISC PV 1CT | $15,001 - $50,000 | 2021-12-28 | sell | 22 |
| house-8218545-ocr-142 | Spouse | — | 50000 | 15001 | Fiserv Inc WISC PV 1CT | $15,001 - $50,000 | 2021-12-21 | sell | 27 |
| house-8218545-ocr-141 | Spouse | MS | 50000 | 15001 | Morgan Stanley | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-140 | Spouse | — | 50000 | 15001 | Global PMTS Inc Georgia | $15,001 - $50,000 | 2021-12-28 | sell | 22 |
| house-8218545-ocr-14 | Spouse | — | 50000 | 15001 | LINDE PLC REG SHS | $15,001 - $50,000 | 2021-12-28 | buy | 22 |
| house-8218545-ocr-139 | Spouse | ADBE | 50000 | 15001 | Adobe Inc | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-138 | Spouse | SCHW | 50000 | 15001 | Schwab Charles Corp New | $15,001 - $50,000 | 2021-12-20 | sell | 28 |
| house-8218545-ocr-137 | Spouse | SCHW | 50000 | 15001 | Schwab Charles Corp New | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-136 | Spouse | MSFT | 50000 | 15001 | Microsoft Corp | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-135 | Spouse | — | 50000 | 15001 | Anthem Inc COM | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-134 | Spouse | — | 50000 | 15001 | Netflix Com Inc | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-133 | Spouse | — | 50000 | 15001 | Visa Inc CL A SHRS | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-132 | Spouse | C | 50000 | 15001 | Citigroup Inc | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-131 | Spouse | — | 50000 | 15001 | PayPal Holdings Inc SHS | $15,001 - $50,000 | 2021-12-20 | sell | 28 |
| house-8218545-ocr-130 | Spouse | — | 50000 | 15001 | PayPal Holdings Inc SHS | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-13 | Spouse | — | 50000 | 15001 | FISERV INC WISC PV 1CT | $15,001 - $50,000 | 2021-12-28 | buy | 22 |
| house-8218545-ocr-129 | Spouse | — | 50000 | 15001 | Intuit Inc COM | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-128 | Spouse | LBRDK | 50000 | 15001 | Liberty Broadband Corp Series C | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-127 | Spouse | NVDA | 50000 | 15001 | NVIDIA | $15,001 - $50,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-126 | Spouse | — | 50000 | 15001 | ISHARES TR MSCI EMERGING MKTS ETF | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-125 | Spouse | GS | 50000 | 15001 | Goldman Sachs Group | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-124 | Spouse | WFC | 50000 | 15001 | WELLS FARGO & CO | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-123 | Spouse | GE | 50000 | 15001 | General Electric Co | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-122 | Spouse | CMCSA | 50000 | 15001 | Comcast Corporation | $15,001 - $50,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-121 | Spouse | GOOGL | 15000 | 1001 | Alphabet Inc | $1,001 - $15,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-120 | Spouse | HLT | 15000 | 1001 | Hilton Worldwide Holdings Inc. | $1,001 - $15,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-12 | Spouse | — | 50000 | 15001 | LINDE PLC REG SHS | $15,001 - $50,000 | 2021-12-28 | buy | 22 |
| house-8218545-ocr-119 | Spouse | GM | 15000 | 1001 | General Motors | $1,001 - $15,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-118 | Spouse | — | 15000 | 1001 | UNITED HEALTH GROUP INC | $1,001 - $15,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-117 | Spouse | — | 15000 | 1001 | VIRGINIA COLLEGE BLDG | $1,001 - $15,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-116 | Spouse | — | 15000 | 1001 | DISH NETWORK CORP | $1,001 - $15,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-115 | Spouse | DIS | 15000 | 1001 | Walt Disney Co | $1,001 - $15,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-114 | Spouse | UNH | 15000 | 1001 | UNITEDHEALTH GROUP INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-113 | Spouse | ADP | 15000 | 1001 | AUTOMATIC DATA PROC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-112 | Spouse | MNST | 15000 | 1001 | MONSTER BEVERAGE SHS | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-111 | Spouse | WTW | 15000 | 1001 | WILLIS TOWERS WATSON | $1,001 - $15,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-110 | Spouse | ZTS | 15000 | 1001 | ZOETIS INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-11 | Spouse | — | 50000 | 15001 | LINDE PLC REG SHS | $15,001 - $50,000 | 2021-12-20 | buy | 28 |
| house-8218545-ocr-109 | Spouse | — | 15000 | 1001 | OKLAHOMA ST CAPITOL IMPT | $1,001 - $15,000 | 2021-12-15 | sell | 31 |
| house-8218545-ocr-108 | Spouse | — | 15000 | 1001 | BERKSHIRE HATHAWAYINC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-107 | Spouse | BSX | 15000 | 1001 | BOSTON SCIENTIFIC CORP | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-106 | Spouse | — | 15000 | 1001 | AON PLC REG SHS | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-105 | Spouse | — | 15000 | 1001 | UNITED PARCEL SVC CL B | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-104 | Spouse | — | 15000 | 1001 | LINDE PLC REG SHS | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-103 | Spouse | KDP | 15000 | 1001 | KEURIG DR PEPPER INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-102 | Spouse | — | 15000 | 1001 | FLEETCOR TECHNOLOGIS INC | $1,001 - $15,000 | 2021-12-20 | sell | 28 |
| house-8218545-ocr-101 | Spouse | — | 15000 | 1001 | FLEETCOR TECHNOLOGIS INC | $1,001 - $15,000 | 2021-12-14 | sell | 32 |
| house-8218545-ocr-100 | Spouse | — | 15000 | 1001 | GLOBAL PMTS INC GEORGIA | $1,001 - $15,000 | 2021-12-28 | sell | 22 |
| house-8218545-ocr-10 | Spouse | — | 50000 | 15001 | FLEETCOR TECHNOLOGIS INC | $15,001 - $50,000 | 2021-12-20 | buy | 28 |
| house-8218545-ocr-1 | Spouse | — | 250000 | 100001 | KY ASSET/LIABILITY CMMN | $100,001 - $250,000 | 2021-12-13 | buy | 33 |
