Rohit Khanna (House) disclosed 390 transactions

2022-09-08 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

Amendment status is not available for House filings. A filing listed here may since have been amended.

2022-08-01 · buy	Southwest Airlines Co CMN — $1,001 - $15,000
2022-08-01 · buy	Arista Networks, Inc. CMN — $1,001 - $15,000
2022-08-01 · buy	Cognizant Technology Solutions Corp Class A — $1,001 - $15,000
2022-08-01 · buy	LAM Research Corporation CMN — $1,001 - $15,000
2022-08-01 · buy	Dollar Tree Stores, Inc. CMN — $1,001 - $15,000
2022-08-01 · buy	Hilton Worldwide Holdings Inc. CMN — $1,001 - $15,000
2022-08-01 · buy	Aptiv PLC CMN — $1,001 - $15,000
2022-08-01 · buy	Align Technology, Inc CMN — $1,001 - $15,000
2022-08-01 · buy	Ross Stores, Inc CMN — $1,001 - $15,000
2022-08-01 · buy	Regeneron Pharmaceutical Inc CMN — $1,001 - $15,000
2022-08-15 · buy	Stryker Corporation CMN — $1,001 - $15,000
2022-08-01 · buy	Dexcom, Inc. CMN — $1,001 - $15,000
2022-08-01 · buy	Johnson Controls International CMN — $1,001 - $15,000
2022-08-01 · buy	Dow Inc CMN — $1,001 - $15,000
2022-08-01 · buy	HCA Healthcare, Inc CMN — $1,001 - $15,000
2022-08-01 · buy	PPG Industries, Inc. CMN — $1,001 - $15,000
2022-08-01 · buy	Altria Group, Inc. CMN — $1,001 - $15,000
2022-08-01 · buy	Amphenol Corp CL-A (New) CMN Class A — $1,001 - $15,000
2022-08-01 · buy	Huntington Bancshares Incorpor CMN — $1,001 - $15,000
2022-08-01 · buy	Pepsico, Inc. CMN — $1,001 - $15,000
2022-08-01 · buy	Zoetis Inc. CMN Class A — $1,001 - $15,000
2022-08-05 · buy	Procter & Gamble Company (The) CMN — $1,001 - $15,000
2022-08-01 · buy	Rockwell Automation Inc CMN — $1,001 - $15,000
2022-08-01 · buy	Illinois Tool Works CMN — $1,001 - $15,000
2022-08-01 · buy	U.S. Bancorp CMN — $1,001 - $15,000
2022-08-01 · buy	Charter Communications, Inc. CMN — $1,001 - $15,000
2022-08-01 · buy	Freeport-McMoran Inc CMN — $1,001 - $15,000
2022-08-01 · buy	Maine Municipal Bond Bank Rev 5.0000% 11/01/22 MN — $1,001 - $15,000
2022-08-23 · buy	North Carolina St Ltd Oblig Rev 5.0000% 05/01/23 MN — $1,001 - $15,000
2022-08-01 · buy	Intel Corporation CMN — $1,001 - $15,000
2022-08-01 · buy	Colgate-Palmolive Co CMN — $1,001 - $15,000
2022-08-01 · buy	AT&T Inc. CMN — $1,001 - $15,000
2022-08-11 · buy	Stryker Corporation CMN — $1,001 - $15,000
2022-08-01 · buy	American Intl Group, Inc. CMN — $1,001 - $15,000
2022-08-01 · buy	Apple Inc. CMN — $1,001 - $15,000
2022-08-01 · buy	JPMorgan Chase & Co CMN — $1,001 - $15,000
2022-08-01 · buy	Fifth Third Bancorp CMN — $1,001 - $15,000
2022-08-01 · buy	Citizens Financial Group, Inc. CMN — $1,001 - $15,000
2022-08-01 · buy	Dollar General Corporation CMN — $1,001 - $15,000
2022-08-01 · buy	Philip Morris Intl Inc CMN — $1,001 - $15,000
2022-08-01 · buy	Marsh & McLennan Co Inc CMN — $1,001 - $15,000
2022-08-01 · buy	Advanced Micro Devices, Inc. CMN — $1,001 - $15,000
2022-08-01 · buy	Mastercard Incorporated CMN Class A — $1,001 - $15,000
2022-08-12 · buy	Stryker Corporation CMN — $1,001 - $15,000
2022-08-01 · buy	Keycorp CMN — $1,001 - $15,000
2022-08-01 · buy	GENERAL MOTORS COMPANY CMN — $1,001 - $15,000
2022-08-01 · buy	TEXAS INSTRUMENTS INC. CMN — $1,001 - $15,000
2022-08-01 · buy	NETFLIX, INC. CMN — $1,001 - $15,000
2022-08-01 · buy	STARBUCKS CORP. CMN — $1,001 - $15,000
2022-08-01 · buy	AMERICAN EXPRESS CO. CMN — $1,001 - $15,000
2022-08-01 · buy	CHATTANOOGA TENN HEALTH EDL & REV 5.2500% 01/01/40 — $1,001 - $15,000
2022-08-15 · buy	WISCONSIN ST GEN FD ANNUAL REV 5% 05/01/23 MN — $1,001 - $15,000
2022-08-01 · buy	3M COMPANY CMN — $1,001 - $15,000
2022-08-01 · buy	PNC FINANCIAL SERVICES GROUP, CMN — $1,001 - $15,000
2022-08-09 · buy	Stryker Corporation CMN — $1,001 - $15,000
2022-08-01 · buy	LOWES COMPANIES INC CMN — $1,001 - $15,000
2022-08-01 · buy	WALT DISNEY COMPANY (THE) CMN — $1,001 - $15,000
2022-08-01 · buy	MONDELEZ INTERNATIONAL, INC. CMN — $15,001 - $50,000
2022-08-01 · buy	SALESFORCE INC. CMN — $15,001 - $50,000
2022-08-01 · buy	AMAZON.COM INC SRS 28153166 — $15,001 - $50,000
…	330 more transactions: every one is in the complete record on this filing's page

The complete record

Every field KeyVex holds for this filing, as its API serves it. Nothing is withheld here that the API sells.

party	Democrat
state	CA
office	Khanna, Rohit (Representative)
ptr id	8219207
chamber	house
report url	https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/8219207.pdf
bioguide id	K000389
data source	HOUSE_CLERK_PTR
member last	Khanna
member name	Rohit Khanna
member first	Rohit
state district	CA17
disclosure date	2022-09-08
extraction method	vision_ocr

Each transaction (390)

id	owner	ticker	comment	amount max	amount min	asset name	asset type	amount range	transaction date	transaction type	reporting lag days
house-8219207-ocr-99	Dependent	LUV	—	15000	1001	Southwest Airlines Co CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-98	Dependent	ANET	—	15000	1001	Arista Networks, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-97	Dependent	CTSH	—	15000	1001	Cognizant Technology Solutions Corp Class A	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-96	Dependent	LRCX	—	15000	1001	LAM Research Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-95	Dependent	DLTR	—	15000	1001	Dollar Tree Stores, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-94	Dependent	HLT	—	15000	1001	Hilton Worldwide Holdings Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-93	Dependent	APTV	—	15000	1001	Aptiv PLC CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-92	Dependent	ALGN	—	15000	1001	Align Technology, Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-91	Dependent	ROST	—	15000	1001	Ross Stores, Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-90	Dependent	REGN	—	15000	1001	Regeneron Pharmaceutical Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-9	Dependent	SYK	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Stryker Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-15	buy	18
house-8219207-ocr-89	Dependent	DXCM	—	15000	1001	Dexcom, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-88	Dependent	JCI	—	15000	1001	Johnson Controls International CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-87	Dependent	DOW	—	15000	1001	Dow Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-86	Dependent	HCA	—	15000	1001	HCA Healthcare, Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-85	Dependent	PPG	—	15000	1001	PPG Industries, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-84	Dependent	MO	—	15000	1001	Altria Group, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-83	Dependent	APH	—	15000	1001	Amphenol Corp CL-A (New) CMN Class A	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-82	Dependent	HBAN	—	15000	1001	Huntington Bancshares Incorpor CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-81	Dependent	PEP	—	15000	1001	Pepsico, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-80	Dependent	ZTS	—	15000	1001	Zoetis Inc. CMN Class A	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-8	Dependent	PG	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Procter & Gamble Company (The) CMN	Common Stock	$1,001 - $15,000	2022-08-05	buy	24
house-8219207-ocr-79	Dependent	ROK	—	15000	1001	Rockwell Automation Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-78	Dependent	ITW	—	15000	1001	Illinois Tool Works CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-77	Dependent	—	—	15000	1001	U.S. Bancorp CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-76	Dependent	CHTR	—	15000	1001	Charter Communications, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-75	Dependent	FCX	—	15000	1001	Freeport-McMoran Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-74	Dependent	—	—	15000	1001	Maine Municipal Bond Bank Rev 5.0000% 11/01/22 MN	Municipal Bond	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-73	Dependent	—	—	15000	1001	North Carolina St Ltd Oblig Rev 5.0000% 05/01/23 MN	Municipal Bond	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-72	Dependent	INTC	—	15000	1001	Intel Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-71	Dependent	CL	—	15000	1001	Colgate-Palmolive Co CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-70	Dependent	T	—	15000	1001	AT&T Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-7	Dependent	SYK	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Stryker Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-11	buy	20
house-8219207-ocr-69	Dependent	AIG	—	15000	1001	American Intl Group, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-68	Dependent	AAPL	—	15000	1001	Apple Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-67	Dependent	JPM	—	15000	1001	JPMorgan Chase & Co CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-66	Dependent	FITB	—	15000	1001	Fifth Third Bancorp CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-65	Dependent	CFG	—	15000	1001	Citizens Financial Group, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-64	Dependent	DG	—	15000	1001	Dollar General Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-63	Dependent	PM	—	15000	1001	Philip Morris Intl Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-62	Dependent	—	—	15000	1001	Marsh & McLennan Co Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-61	Dependent	AMD	—	15000	1001	Advanced Micro Devices, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-60	Dependent	MA	—	15000	1001	Mastercard Incorporated CMN Class A	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-6	Dependent	SYK	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Stryker Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-12	buy	19
house-8219207-ocr-59	Dependent	KEY	—	15000	1001	Keycorp CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-58	Dependent	GM	—	15000	1001	GENERAL MOTORS COMPANY CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-57	Dependent	TXN	—	15000	1001	TEXAS INSTRUMENTS INC. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-56	Dependent	NFLX	—	15000	1001	NETFLIX, INC. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-55	Dependent	SBUX	—	15000	1001	STARBUCKS CORP. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-54	Dependent	AXP	—	15000	1001	AMERICAN EXPRESS CO. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-53	Dependent	—	—	15000	1001	CHATTANOOGA TENN HEALTH EDL & REV 5.2500% 01/01/40	Municipal Bond	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-52	Dependent	—	—	15000	1001	WISCONSIN ST GEN FD ANNUAL REV 5% 05/01/23 MN	Municipal Bond	$1,001 - $15,000	2022-08-15	buy	18
house-8219207-ocr-51	Dependent	MMM	—	15000	1001	3M COMPANY CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-50	Dependent	PNC	—	15000	1001	PNC FINANCIAL SERVICES GROUP, CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-5	Dependent	SYK	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Stryker Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-09	buy	22
house-8219207-ocr-49	Dependent	LOW	—	15000	1001	LOWES COMPANIES INC CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-48	Dependent	DIS	—	15000	1001	WALT DISNEY COMPANY (THE) CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-47	Dependent	MDLZ	—	50000	15001	MONDELEZ INTERNATIONAL, INC. CMN	Common Stock	$15,001 - $50,000	2022-08-01	buy	28
house-8219207-ocr-46	Dependent	CRM	—	50000	15001	SALESFORCE INC. CMN	Common Stock	$15,001 - $50,000	2022-08-01	buy	28
house-8219207-ocr-45	Dependent	—	—	50000	15001	AMAZON.COM INC SRS 28153166	Common Stock	$15,001 - $50,000	2022-08-01	buy	28
house-8219207-ocr-44	Dependent	ADBE	—	50000	15001	ADOBE INC CMN	Common Stock	$15,001 - $50,000	2022-08-01	buy	28
house-8219207-ocr-43	Dependent	BRK-B	—	50000	15001	BERKSHIRE HATHAWAY INC. CLASS B	Common Stock	$15,001 - $50,000	2022-08-01	buy	28
house-8219207-ocr-42	Dependent	META	Ahuja Khanna Children Irrevocable Trust	50000	15001	META PLATFORMS INC-CLASS A CMN CLASS A	Common Stock	$15,001 - $50,000	2022-08-01	buy	28
house-8219207-ocr-41	Dependent	—	—	15000	1001	HANESBRANDS INC. CMN	Common Stock	$1,001 - $15,000	2022-08-16	sell	17
house-8219207-ocr-40	Dependent	GM	Ahuja Grandchildren's Education Trust	15000	1001	General Motors Company CMN	Common Stock	$1,001 - $15,000	2022-08-29	sell	8
house-8219207-ocr-4	Dependent	—	MBR Trust Permacable	15000	1001	Bio Rad Lab A	Stock	$1,001 - $15,000	—	buy	—
house-8219207-ocr-390	Dependent	—	MURA Holdings 2020 Trust FBO Khanna Children	500000	250001	Toronto Dominion Bank SER E NOTE 0.00000% 02/21/2025 ZERO CPN	Stock	$250,001 - $500,000	2022-08-19	buy	14
house-8219207-ocr-39	Dependent	CTSH	Ahuja Grandchildren's Education Trust	15000	1001	Cognizant Technology Solutions Corp Class A	Common Stock	$1,001 - $15,000	2022-08-10	sell	21
house-8219207-ocr-389	Dependent	—	MURA Holdings 2020 Trust FBO Khanna Children	100000	50001	Azurite LLC	Stock	$50,001 - $100,000	2022-08-22	buy	13
house-8219207-ocr-388	Dependent	—	MURA Holdings Grandchildren Trust (Khanna Portion)	500000	250001	Toronto Dominion Bank SER E NOTE 0.00000% 02/21/2025 ZERO CPN	Stock	$250,001 - $500,000	2022-08-19	buy	14
house-8219207-ocr-387	Dependent	—	MURA Holdings Grandchildren Trust (Khanna Portion)	250000	100001	Azurite LLC	Stock	$100,001 - $250,000	2022-08-22	buy	13
house-8219207-ocr-386	Spouse	—	MURA Holdings RA94	500000	250001	Toronto Dominion Bank SER E NOTE 0.00000% 02/21/2025 ZERO CPN	Stock	$250,001 - $500,000	2022-08-19	buy	14
house-8219207-ocr-385	Spouse	—	MURA Holdings RA94	250000	100001	Azurite LLC	Stock	$100,001 - $250,000	2022-08-22	buy	13
house-8219207-ocr-384	Spouse	MDLZ	—	—	—	Mondelez International, Inc. CMN	Stock	—	2022-08-05	sell	24
house-8219207-ocr-383	Spouse	MDLZ	—	—	—	Mondelez International, Inc. CMN	Stock	—	2022-08-08	sell	23
house-8219207-ocr-382	Spouse	CTSH	—	—	—	Cognizant Technology Solutions Corp Class A	Stock	—	2022-08-18	buy	15
house-8219207-ocr-381	Spouse	CTSH	—	—	—	Cognizant Technology Solutions Corp Class A	Stock	—	2022-08-16	sell	17
house-8219207-ocr-380	Spouse	CTSH	—	—	—	Cognizant Technology Solutions Corp Class A	Stock	—	2022-08-12	sell	19
house-8219207-ocr-38	Dependent	NDAQ	Ahuja Grandchildren's Education Trust	15000	1001	Nasdaq, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-10	sell	21
house-8219207-ocr-379	Spouse	MDLZ	—	—	—	Mondelez International, Inc. CMN	Stock	—	2022-08-05	sell	24
house-8219207-ocr-378	Spouse	—	—	—	—	Hanesbrands Inc. CMN	Stock	—	2022-08-16	sell	17
house-8219207-ocr-377	Spouse	CTSH	—	—	—	Cognizant Technology Solutions Corp Class A	Stock	—	2022-08-15	sell	18
house-8219207-ocr-376	Spouse	CTSH	—	—	—	Cognizant Technology Solutions Corp Class A	Stock	—	2022-08-10	sell	21
house-8219207-ocr-375	Spouse	WFC	—	—	—	Wells Fargo & Co (New) CMN	Stock	—	2022-08-18	buy	15
house-8219207-ocr-374	Spouse	WFC	—	—	—	Wells Fargo & Co (New) CMN	Stock	—	2022-08-17	buy	16
house-8219207-ocr-373	Spouse	SYK	—	—	—	Stryker Corporation CMN	Stock	—	2022-08-08	buy	23
house-8219207-ocr-372	Spouse	SYK	—	—	—	Stryker Corporation CMN	Stock	—	2022-08-08	buy	23
house-8219207-ocr-371	Spouse	SYK	—	—	—	Stryker Corporation CMN	Stock	—	2022-08-15	buy	18
house-8219207-ocr-370	Spouse	SYK	—	—	—	Stryker Corporation CMN	Stock	—	2022-08-12	buy	19
house-8219207-ocr-37	Dependent	—	Ahuja Grandchildren's Education Trust	15000	1001	Carter's, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-09	buy	22
house-8219207-ocr-369	Spouse	SYK	—	—	—	Stryker Corporation CMN	Stock	—	2022-08-09	buy	22
house-8219207-ocr-368	Spouse	SYK	—	—	—	Stryker Corporation CMN	Stock	—	2022-08-11	buy	20
house-8219207-ocr-367	Spouse	—	—	—	—	Arapahoe Cnty Colo SCH Dist NO GO 4% 12/01/22 JD	Municipal Bond	—	2022-08-02	buy	27
house-8219207-ocr-366	Spouse	—	—	—	—	Hawaii ST GO 4% 05/01/23 MN	Municipal Bond	—	2022-08-02	buy	27
house-8219207-ocr-365	Spouse	—	—	—	—	Honolulu Hawaii City & Cnty GO 5% 07/01/23 JJ	Municipal Bond	—	2022-08-08	buy	23
house-8219207-ocr-364	Spouse	—	—	—	—	Virginia Commonwealth Rev 5.0000% 03/15/23 MS	Municipal Bond	—	2022-08-05	buy	24
house-8219207-ocr-363	Spouse	—	—	—	—	Sartell Minn Indpt SCH Dist NO 30 5% 02/01/23 FA	Municipal Bond	—	2022-08-08	buy	23
house-8219207-ocr-362	Spouse	—	—	—	—	Missouri ST Hwys & Trans Commn Rev 4% 05/01/23 MN	Municipal Bond	—	2022-08-08	buy	23
house-8219207-ocr-361	Spouse	—	—	—	—	Jackson Cnty MO SPL Oblig Rev 5.0000% 12/01/22 JD	Municipal Bond	—	2022-08-04	buy	25
house-8219207-ocr-360	Spouse	—	—	—	—	New Berlin WIS SCH Dist GO 2% 03/01/23 MS	Municipal Bond	—	2022-08-08	buy	23
house-8219207-ocr-36	Dependent	LIN	—	15000	1001	Linde PLC CMN	Common Stock	$1,001 - $15,000	2022-08-05	sell	24
house-8219207-ocr-359	Spouse	—	—	—	—	Georgia ST GO 5% 07/01/23 JJ	Municipal Bond	—	2022-08-15	buy	18
house-8219207-ocr-358	Spouse	—	—	—	—	Central Puget Sound Wash Regl Rev 5% 11/01/25 MN	Municipal Bond	—	2022-08-03	buy	26
house-8219207-ocr-357	Self	—	Ritu Ahuja 1955 Trust	—	—	Wisconsin ST Gen FD Annual Rev 5% 05/01/23 MN	Municipal Bond	—	2022-08-15	buy	18
house-8219207-ocr-356	Spouse	—	Partial Sale	15000	1001	W.R. Berkley Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-355	Spouse	GMED	—	15000	1001	Globus Medical Inc CMN Class A	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-354	Spouse	TNDM	—	15000	1001	Tandem Diabetes Care, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-353	Spouse	MUFG	—	15000	1001	Mitsubishi UFJ Finl Group, Inc Sponsored ADR CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-352	Spouse	YETI	—	15000	1001	Yeti Holdings Inc CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-351	Spouse	DE	Partial Sale	15000	1001	Deere & Company CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-350	Spouse	FNF	—	15000	1001	Fidelity National Financial, I CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-35	Dependent	ADBE	—	15000	1001	Adobe Inc CMN	Common Stock	$1,001 - $15,000	2022-08-26	sell	9
house-8219207-ocr-349	Spouse	FSLY	—	15000	1001	Fastly, Inc. CMN Class A	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-348	Spouse	REG	Partial Sale	15000	1001	Regency Centers Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-347	Spouse	CE	—	15000	1001	Celanese Corporation Common Stock	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-346	Spouse	WELL	Partial Sale	15000	1001	Welltower Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-345	Spouse	IVZ	—	15000	1001	Invesco Ltd. CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-344	Spouse	IBM	Partial Sale	15000	1001	Intl Business Machines Corp CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-343	Spouse	—	—	15000	1001	Intl. Flavors & Fragrance CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-342	Spouse	BWA	Partial Sale	15000	1001	BorgWarner Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-341	Spouse	SWK	—	15000	1001	Stanley Black & Decker, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-340	Spouse	FMC	—	15000	1001	FMC Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-34	Dependent	MTCH	—	15000	1001	Match Group, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-03	sell	26
house-8219207-ocr-339	Spouse	TER	—	15000	1001	Teradyne Inc CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-338	Spouse	—	—	15000	1001	Signature Bank (New York) CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-337	Spouse	—	—	15000	1001	Hartford Financial Srvcs Group CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-336	Spouse	EA	—	15000	1001	Electronic Arts CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-335	Spouse	FITB	—	50000000	25000001	Fifth Third Bancorp CMN	Common Stock	$25,000,001 - $50,000,000	2022-08-23	sell	12
house-8219207-ocr-334	Spouse	—	—	15000	1001	Tyson Foods Inc CL-A CMN Class A	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-333	Spouse	BALL	—	15000	1001	Ball Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-332	Spouse	GM	—	15000	1001	General Motors Company CMN	Common Stock	$1,001 - $15,000	2022-08-29	sell	8
house-8219207-ocr-331	Spouse	HPE	—	15000	1001	Hewlett Packard Enterprise Co CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-330	Spouse	CHTR	—	15000	1001	Charter Communications, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-33	Dependent	MTCH	—	15000	1001	Match Group, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-04	sell	25
house-8219207-ocr-329	Spouse	EW	—	15000	1001	Edwards Lifesciences Corporati CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-328	Spouse	MO	—	15000	1001	Altria Group, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-327	Spouse	ABBV	—	15000	1001	Abbvie Inc CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-326	Spouse	CTVA	—	15000	1001	Corteva, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-325	Spouse	AZO	—	15000	1001	Autozone, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-324	Spouse	FTNT	—	15000	1001	Fortinet, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-323	Spouse	CME	—	15000	1001	CME Group Inc. CMN Class A	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-322	Spouse	ORCL	—	15000	1001	Oracle Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-321	Spouse	KEY	—	15000	1001	Keycorp CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-320	Spouse	PM	—	15000	1001	PHILIP MORRIS INTL INC CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-32	Dependent	TSLA	—	15000	1001	Tesla, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-03	sell	26
house-8219207-ocr-319	Spouse	KLAC	—	50000	15001	KLA CORP CMN	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-318	Spouse	HLT	—	50000	15001	HILTON WORLDWIDE HOLDINGS INC. CMN	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-317	Spouse	STZ	—	15000	1001	CONSTELLATION BRANDS INC CMN CLASS A	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-316	Spouse	NTRS	—	15000	1001	NORTHERN TRUST CORP CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-315	Spouse	—	—	15000	1001	STERIS PUBLIC LIMITED COMPANY CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-314	Spouse	SPG	—	50000	15001	SIMON PROPERTY GROUP INC CMN	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-313	Spouse	—	—	15000	1001	FIDELITY NATL INFO SVCS INC CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-312	Spouse	MAR	—	50000	15001	MARRIOTT INTERNATIONAL, INC CMN CLASS A	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-311	Spouse	AMAT	—	15000	1001	APPLIED MATERIALS INC CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-310	Spouse	ISRG	—	15000	1001	INTUITIVE SURGICAL, INC. CMN	Common Stock	$1,001 - $15,000	2022-08-15	buy	18
house-8219207-ocr-31	Dependent	MDLZ	—	15000	1001	Mondelez International, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-05	sell	24
house-8219207-ocr-309	Spouse	GIS	—	15000	1001	GENERAL MILLS INC CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-308	Spouse	WBD	—	15000	1001	WARNER BROS DISCOVERY INC CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-307	Spouse	JNJ	—	15000	1001	JOHNSON & JOHNSON CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-306	Spouse	LIN	—	50000	15001	LINDE PLC CMN	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-305	Spouse	TMO	—	15000	1001	THERMO FISHER SCIENTIFIC INC CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-304	Spouse	BRK-B	—	50000	15001	BERKSHIRE HATHAWAY INC. CLASS B	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-303	Spouse	META	—	50000	15001	META PLATFORMS INC-CLASS A CMN CLASS A	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-302	Spouse	T	—	50000	15001	AT&T INC. CMN	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-301	Spouse	XSP	@ 399 EXP 09/23/2022	15000	1001	PUT/XSP	Option	$1,001 - $15,000	2022-08-12	sell	19
house-8219207-ocr-300	Spouse	XSP	@ 403 EXP 09/30/2022	15000	1001	PUT/XSP	Option	$1,001 - $15,000	2022-08-16	sell	17
house-8219207-ocr-30	Dependent	MDLZ	—	15000	1001	Mondelez International, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-08	sell	23
house-8219207-ocr-3	Dependent	ENPH	MBR Trust Permacable	15000	1001	Enphase Energy	Stock	$1,001 - $15,000	—	sell	—
house-8219207-ocr-299	Spouse	XSP	@ 375 EXP 10/21/2022	15000	1001	PUT/XSP	Option	$1,001 - $15,000	2022-08-05	sell	24
house-8219207-ocr-298	Spouse	XSP	@335 EXP 10/21/2022	15000	1001	PUT/XSP	Option	$1,001 - $15,000	2022-08-05	buy	24
house-8219207-ocr-297	Spouse	ULTA	—	15000	1001	ULTA BEAUTY INC CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-296	Spouse	—	—	15000	1001	MICROCHIP TECHNOLOGY INCORPORA CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-295	Spouse	—	—	15000	1001	BOSTON PROPERTIES, INC. COMMON STOCK	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-294	Spouse	KIM	—	15000	1001	KIMCO REALTY CORPORATION CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-293	Spouse	SNAP	—	15000	1001	SNAP INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-292	Spouse	EPAM	—	15000	1001	EPAM SYSTEMS, INC. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-291	Spouse	LUV	—	15000	1001	SOUTHWEST AIRLINES CO CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-290	Spouse	MOS	—	15000	1001	MOSAIC COMPANY (THE) CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-29	Dependent	CTSH	—	15000	1001	Cognizant Technology Solutions Corp Class A	Common Stock	$1,001 - $15,000	2022-08-16	sell	17
house-8219207-ocr-289	Spouse	PINS	—	15000	1001	PINTEREST INC CMN CLASS A	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-288	Spouse	AMCR	—	15000	1001	AMCOR PLC CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-287	Spouse	LBTYA	—	15000	1001	LIBERTY GLOBAL, PLC. CMN CLASS C	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-286	Spouse	AMZN	—	15000	1001	AMAZON.COM INC CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-285	Spouse	NET	—	15000	1001	CLOUDFLARE, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-284	Spouse	GTM	—	15000	1001	ZOOMINFO TECHNOLOGIES INC CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-283	Spouse	CBRE	—	15000	1001	CBRE GROUP, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-282	Spouse	—	—	15000	1001	Infinera Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-12	buy	19
house-8219207-ocr-281	Spouse	AAPL	—	15000	1001	Apple Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-280	Spouse	KR	—	15000	1001	Kroger Company CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-28	Dependent	CTSH	—	15000	1001	Cognizant Technology Solutions Corp Class A	Common Stock	$1,001 - $15,000	2022-08-18	sell	15
house-8219207-ocr-279	Spouse	ETSY	—	15000	1001	Etsy, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-278	Spouse	CDNS	—	15000	1001	Cadence Design Systems Inc CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-277	Spouse	OKTA	—	15000	1001	Okta, Inc. CMN Class A	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-276	Spouse	ILMN	—	15000	1001	Illumina, Inc CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-275	Spouse	ADBE	—	15000	1001	Adobe Inc CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-274	Spouse	V	—	15000	1001	Visa Inc. CMN Class A	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-273	Spouse	KEYS	—	15000	1001	Keysight Technologies, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-272	Spouse	EMR	—	15000	1001	Emerson Electric Co. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-271	Spouse	TSLA	—	15000	1001	Tesla, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-270	Spouse	GM	—	15000	1001	General Motors Company CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-27	Dependent	CTSH	—	15000	1001	Cognizant Technology Solutions Corp Class A	Common Stock	$1,001 - $15,000	2022-08-12	sell	19
house-8219207-ocr-269	Spouse	BAX	—	15000	1001	Baxter International Inc CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-268	Spouse	—	—	15000	1001	Activision Blizzard, Inc CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-267	Spouse	TTWO	—	15000	1001	Take Two Interactive Software Inc	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-266	Spouse	DXCM	—	15000	1001	Dexcom, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-265	Spouse	—	—	15000	1001	Harris Cnty Tex Cultural Ed FA Rev 5.0000% 12/01/27-CA	Municipal Bond	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-264	Spouse	HCA	—	15000	1001	HCA Healthcare, Inc CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-263	Spouse	MU	—	15000	1001	MICRON TECHNOLOGY, INC. CMN	Common Stock	$1,001 - $15,000	2022-08-30	buy	7
house-8219207-ocr-262	Spouse	JPM	—	15000	1001	JPMORGAN CHASE & CO CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-261	Spouse	INTC	—	15000	1001	INTEL CORPORATION CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-260	Spouse	BIIB	—	15000	1001	BIOGEN INC. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-26	Dependent	MDLZ	—	15000	1001	Mondelez International, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-09	sell	22
house-8219207-ocr-259	Spouse	MU	—	15000	1001	MICRON TECHNOLOGY, INC. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-258	Spouse	MS	—	15000	1001	MORGAN STANLEY CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-257	Spouse	ADP	—	15000	1001	AUTOMATIC DATA PROCESSING INC CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-256	Spouse	TRV	—	15000	1001	THE TRAVELERS COMPANIES, INC CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-255	Spouse	LYB	—	15000	1001	LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-254	Spouse	PSA	—	15000	1001	PUBLIC STORAGE CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-253	Spouse	DLR	—	15000	1001	DIGITAL REALTY TRUST, INC. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-252	Spouse	IQV	—	15000	1001	IQVIA HOLDINGS INC CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-251	Spouse	OTIS	—	15000	1001	OTIS WORLDWIDE CORPORATION CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-250	Spouse	LRCX	—	15000	1001	LAM RESEARCH CORPORATION CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-25	Dependent	CTSH	—	15000	1001	Cognizant Technology Solutions Corp Class A	Common Stock	$1,001 - $15,000	2022-08-15	sell	18
house-8219207-ocr-249	Spouse	PLD	—	15000	1001	PROLOGIS INC CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-248	Spouse	EBAY	—	15000	1001	EBAY INC. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-247	Spouse	TJX	—	15000	1001	TJX COMPANIES INC (NEW) CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-246	Spouse	NXPI	—	15000	1001	NXP SEMICONDUCTORS N.V. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-245	Spouse	AVGO	—	15000	1001	BROADCOM INC. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-244	Spouse	CMG	—	15000	1001	CHIPOTLE MEXICAN GRILL, INC. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-243	Spouse	—	—	15000	1001	AON PUBLIC LIMITED COMPANY CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-242	Spouse	BSX	—	15000	1001	BOSTON SCIENTIFIC CORP. COMMON STOCK	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-241	Spouse	MTCH	—	15000	1001	MATCH GROUP, INC. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-240	Spouse	MSCI	—	15000	1001	MSCI INC. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-24	Dependent	—	—	15000	1001	Hanesbrands Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-18	sell	15
house-8219207-ocr-239	Spouse	SYK	—	15000	1001	STRYKER CORPORATION CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-238	Spouse	SHW	—	15000	1001	SHERWIN-WILLIAMS CO CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-237	Spouse	BKNG	—	15000	1001	BOOKING HOLDINGS INC. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-236	Spouse	EQIX	—	15000	1001	EQUINIX, INC. REIT	REIT	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-235	Spouse	—	—	15000	1001	U.S. BANCORP CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-234	Spouse	PG	—	15000	1001	PROCTER & GAMBLE COMPANY (THE) CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-233	Spouse	DOW	—	15000	1001	DOW INC CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-232	Spouse	AMD	—	15000	1001	ADVANCED MICRO DEVICES, INC. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-231	Spouse	NFLX	—	15000	1001	NETFLIX, INC. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-230	Spouse	MMM	—	15000	1001	3M COMPANY CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-23	Dependent	CTSH	—	15000	1001	Cognizant Technology Solutions Corp Class A	Common Stock	$1,001 - $15,000	2022-08-10	sell	21
house-8219207-ocr-229	Spouse	AIG	—	15000	1001	AMERICAN INTL GROUP, INC. CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-228	Spouse	—	—	15000	1001	THE BANK OF NY MELLON CORP CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-227	Spouse	DD	—	15000	1001	DUPONT DE NEMOURS INC CMN	Common Stock	$1,001 - $15,000	2022-08-03	buy	26
house-8219207-ocr-226	Spouse	CVS	—	15000	1001	CVS HEALTH CORP CMN	Common Stock	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-225	Spouse	—	—	15000	1001	MARSH & MCLENNAN CO INC CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-224	Spouse	—	—	15000	1001	MEDTRONIC PUBLIC LIMITED COMPA CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-223	Spouse	CMCSA	—	15000	1001	COMCAST CORPORATION CMN CLASS A VOTING	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-222	Spouse	MET	—	15000	1001	METLIFE, INC. CMN	Common Stock	$1,001 - $15,000	2022-08-23	sell	12
house-8219207-ocr-221	Spouse	—	—	15000	1001	CARTER'S, INC. CMN	Common Stock	$1,001 - $15,000	2022-08-31	sell	6
house-8219207-ocr-220	Spouse	—	—	50000	15001	MEMPHIS TENN GO 5% 05/01/23 MN	Municipal Bond	$15,001 - $50,000	2022-08-15	buy	18
house-8219207-ocr-22	Dependent	NDAQ	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Nasdaq Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-31	sell	6
house-8219207-ocr-219	Spouse	—	—	50000	15001	WISCONSIN ST GEN FD ANNUAL REV 5% 05/01/23 MN	Municipal Bond	$15,001 - $50,000	2022-08-15	buy	18
house-8219207-ocr-218	Spouse	APD	—	50000	15001	AIR PRODUCTS & CHEMICALS INC CMN	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-217	Spouse	—	—	50000	15001	CARTER'S, INC. CMN	Common Stock	$15,001 - $50,000	2022-08-03	buy	26
house-8219207-ocr-216	Spouse	—	—	50000	15001	MC DONALDS CORP CMN	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-215	Spouse	CCI	—	50000	15001	CROWN CASTLE INTL CORP CMN	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-214	Spouse	—	—	50000	15001	INFINERA CORPORATION CMN	Common Stock	$15,001 - $50,000	2022-08-03	buy	26
house-8219207-ocr-213	Spouse	—	—	50000	15001	MARYSVILLE OHIO WTR SYS MTG REV 4% 12/01/22 JD	Municipal Bond	$15,001 - $50,000	2022-08-01	buy	28
house-8219207-ocr-212	Spouse	—	—	50000	15001	CHATTANOOGA TENN HEALTH EDL & REV 5.2500% 01/01/40 JD	Municipal Bond	$15,001 - $50,000	2022-08-01	buy	28
house-8219207-ocr-211	Spouse	GOOGL	—	50000	15001	ALPHABET INC. CMN CLASS A	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-210	Spouse	PFE	—	50000	15001	PFIZER INC. CMN	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-21	Dependent	UBER	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Uber Technologies, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-11	buy	20
house-8219207-ocr-209	Spouse	DIS	—	50000	15001	WALT DISNEY COMPANY (THE) CMN	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-208	Spouse	NFLX	—	50000	15001	NETFLIX, INC. CMN	Common Stock	$15,001 - $50,000	2022-08-15	buy	18
house-8219207-ocr-207	Spouse	WMT	—	50000	15001	WALMART INC CMN	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-206	Spouse	DHR	Ritu Ahuja 1994 Trust	50000	15001	DANAHER CORPORATION CMN	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-205	Spouse	CB	Ritu Ahuja 1994 Trust	50000	15001	CHUBB LIMITED CMN	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-204	Spouse	CAT	Ritu Ahuja 1994 Trust	100000	50001	CATERPILLAR INC (DELAWARE) CMN	Common Stock	$50,001 - $100,000	2022-08-23	buy	12
house-8219207-ocr-203	Spouse	MSFT	Ritu Ahuja 1994 Trust	50000	15001	MICROSOFT CORPORATION CMN	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-202	Spouse	PEP	Ritu Ahuja 1994 Trust	50000	15001	PEPSICO, INC. CMN	Common Stock	$15,001 - $50,000	2022-08-23	buy	12
house-8219207-ocr-201	Spouse	VZ	Ritu Ahuja 1994 Trust	100000	50001	VERIZON COMMUNICATIONS, INC. CMN	Common Stock	$50,001 - $100,000	2022-08-23	buy	12
house-8219207-ocr-200	Spouse	—	Ritu Ahuja Declaration of Trust	15000	1001	TRIBOROUGH BRDG & TUNL AUTH N REV 5% 05/15/28 MN	Municipal Bond	$1,001 - $15,000	2022-08-23	buy	12
house-8219207-ocr-20	Dependent	—	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	UnitedHealth Group Incorporate CMN	Common Stock	$1,001 - $15,000	2022-08-04	buy	25
house-8219207-ocr-2	Dependent	FTV	MBR Trust Permacable	15000	1001	Fortive Corp	Stock	$1,001 - $15,000	—	buy	—
house-8219207-ocr-199	Dependent	—	—	15000	1001	AVANTOR FUNDING, INC. CMN	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-198	Dependent	—	—	15000	1001	EXPEDITORS INTERNATIONAL OF WA CMN	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-197	Dependent	ROKU	—	15000	1001	ROKU, INC. CMN	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-196	Dependent	—	Partial Sale	15000	1001	STERIS PUBLIC LIMITED COMPANY CMN	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-195	Dependent	OTIS	Partial Sale	15000	1001	OTIS WORLDWIDE CORPORATION CMN	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-194	Dependent	—	—	15000	1001	EVEREST RE GROUP LTD CMN	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-193	Dependent	PYPL	Partial Sale	15000	1001	PAYPAL HOLDINGS, INC. CMN	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-192	Dependent	—	—	15000	1001	AMERISOURCEBERGEN CORPORATION CMN	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-191	Dependent	DDOG	—	15000	1001	DATADOG, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-190	Dependent	—	—	15000	1001	JUNIPER NETWORKS, INC. CMN	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-19	Dependent	—	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	ASML Holding N.V. ADR CMN	Common Stock	$1,001 - $15,000	2022-08-05	buy	24
house-8219207-ocr-189	Dependent	—	—	15000	1001	Royal Caribbean Group ISIN: LR0008862868	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-188	Dependent	POOL	—	15000	1001	Pool Corp CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-187	Dependent	—	—	15000	1001	Paramount Global CMN Class B	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-186	Dependent	BBY	—	15000	1001	Best Buy Co Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-185	Dependent	—	—	15000	1001	Fidelity Natl Info Svcs Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-184	Dependent	—	—	15000	1001	Zoom Video Communications Inc CMN Class A	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-183	Dependent	V	—	15000	1001	Visa Inc. CMN Class A	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-182	Dependent	DASH	—	15000	1001	DoorDash Inc CMN Class A	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-181	Dependent	MTCH	—	15000	1001	Match Group, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-180	Dependent	—	—	15000	1001	Hartford Financial Srvcs Group CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-18	Dependent	PNC	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	PNC Financial Services Group, Hybrid Perpetual	Stock	$1,001 - $15,000	2022-08-18	buy	15
house-8219207-ocr-179	Dependent	KHC	—	15000	1001	The Kraft Heinz Co CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-178	Dependent	SWK	—	15000	1001	Stanley Black & Decker, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-177	Dependent	GRMN	—	15000	1001	Garmin Ltd CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-176	Dependent	DELL	—	15000	1001	Dell Technologies Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-175	Dependent	EMR	—	15000	1001	Emerson Electric Co. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-174	Dependent	SWKS	—	15000	1001	Skyworks Solutions, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-173	Dependent	SSNC	—	15000	1001	SS&C Technologies Holdings, IN CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-172	Dependent	—	—	15000	1001	Becton, Dickinson and Company CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-171	Dependent	—	—	15000	1001	Walgreens Boots Alliance, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-170	Dependent	PLD	—	15000	1001	Prologis Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-17	Dependent	CMG	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Chipotle Mexican Grill, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-18	buy	15
house-8219207-ocr-169	Dependent	WY	—	15000	1001	Weyerhaeuser Company CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-168	Dependent	SCCO	—	15000	1001	Southern Copper Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-167	Dependent	AFL	—	15000	1001	Aflac Incorporated CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-166	Dependent	JNJ	—	15000	1001	Johnson & Johnson CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-165	Dependent	NTRS	—	15000	1001	Northern Trust Corp CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-164	Dependent	TER	—	15000	1001	Teradyne Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-163	Dependent	TSLA	—	15000	1001	Tesla, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-162	Dependent	SHW	—	15000	1001	Sherwin-Williams Co CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-161	Dependent	LYB	—	15000	1001	LyondellBasell Industries N.V. CMN Class A	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-160	Dependent	—	—	15000	1001	VF Corp CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-16	Dependent	APTV	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Aptiv PLC CMN	Common Stock	$1,001 - $15,000	2022-08-05	buy	24
house-8219207-ocr-159	Dependent	—	—	15000	1001	IAC/InterActiveCorp. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-158	Dependent	NEM	—	15000	1001	Newmont Corp CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-157	Dependent	HPE	—	15000	1001	Hewlett Packard Enterprise Co CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-156	Dependent	TFC	—	15000	1001	Truist Financial Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-155	Dependent	TFX	—	15000	1001	Teleflex Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-154	Dependent	CCL	—	15000	1001	Carnival Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-153	Dependent	CE	—	15000	1001	Celanese Corporation Common Stock	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-152	Dependent	BAX	—	15000	1001	Baxter International Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-151	Dependent	WFC	—	15000	1001	Wells Fargo & Co (New) CMN	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-150	Dependent	TRU	—	15000	1001	TransUnion CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-15	Dependent	WFC	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Wells Fargo & Co (New) CMN	Common Stock	$1,001 - $15,000	2022-08-18	buy	15
house-8219207-ocr-149	Dependent	SCHW	—	15000	1001	Charles Schwab Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-148	Dependent	PRU	—	15000	1001	Prudential Financial Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-147	Dependent	ETN	—	15000	1001	Eaton Corp PLC CMN	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-146	Dependent	QCOM	—	15000	1001	Qualcomm Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-145	Dependent	C	—	15000	1001	Citigroup Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-144	Dependent	AMP	—	15000	1001	Ameriprise Financial, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-143	Dependent	GILD	—	15000	1001	Gilead Sciences CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-142	Dependent	NVDA	—	15000	1001	Nvidia Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-141	Dependent	TJX	—	15000	1001	TJX Companies Inc (New) CMN	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-140	Dependent	TGT	—	15000	1001	Target Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-14	Dependent	NVDA	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Nvidia Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-09	buy	22
house-8219207-ocr-139	Dependent	KO	—	15000	1001	Coca-Cola Company (The) CMN	Common Stock	$1,001 - $15,000	2022-08-01	sell	28
house-8219207-ocr-138	Dependent	PG	—	50000	15001	Procter & Gamble Company (The) CMN	Common Stock	$15,001 - $50,000	2022-08-01	sell	28
house-8219207-ocr-137	Dependent	GOOGL	—	50000	15001	Alphabet Inc. CMN Class A	Common Stock	$15,001 - $50,000	2022-08-01	sell	28
house-8219207-ocr-136	Dependent	MSFT	—	50000	15001	Microsoft Corporation CMN	Common Stock	$15,001 - $50,000	2022-08-01	sell	28
house-8219207-ocr-135	Dependent	BAC	—	50000	15001	Bank of America Corp CMN	Common Stock	$15,001 - $50,000	2022-08-01	sell	28
house-8219207-ocr-134	Dependent	—	—	15000	1001	Synovus Financial Corp CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-133	Dependent	LNC	—	15000	1001	Lincoln Natl. Corp Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-132	Dependent	WTW	—	15000	1001	Willis Towers Watson PLC CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-131	Dependent	MCHP	—	15000	1001	Microchip Technology Incorpora CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-130	Dependent	EFX	—	15000	1001	Equifax Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-13	Dependent	GOOGL	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Alphabet Inc. CMN Class A	Common Stock	$1,001 - $15,000	2022-08-05	buy	24
house-8219207-ocr-129	Dependent	—	—	15000	1001	Fortune Brands Home & Security CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-128	Dependent	BIIB	—	15000	1001	Biogen Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-127	Dependent	AMAT	—	15000	1001	Applied Materials Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-126	Dependent	—	—	15000	1001	Zions Bancorp CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-125	Dependent	ADSK	—	15000	1001	Autodesk, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-124	Dependent	—	—	15000	1001	Pacwest Bancorp CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-123	Dependent	NKE	—	15000	1001	Nike Class-B CMN Class B	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-122	Dependent	APD	—	15000	1001	Air Products & Chemicals Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-121	Dependent	CHD	—	15000	1001	Church & Dwight Co., Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-120	Dependent	—	—	15000	1001	Cincinnati Financial CRP CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-12	Dependent	SYK	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Stryker Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-08	buy	23
house-8219207-ocr-119	Dependent	CLX	—	15000	1001	Clorox Co (The) (Delaware) CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-118	Dependent	RJF	—	15000	1001	Raymond James Financial, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-117	Dependent	IP	—	15000	1001	International Paper Co. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-116	Dependent	ICE	—	15000	1001	Intercontinental Exchange Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-115	Dependent	ACN	—	15000	1001	Accenture PLC CMN Class A	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-114	Dependent	—	—	15000	1001	Moody's Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-113	Dependent	—	—	15000	1001	First Republic Bank CMN Series	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-112	Dependent	ARE	—	15000	1001	Alexandria Real Estate Equities, Inc.	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-111	Dependent	—	—	15000	1001	The Bank of NY Mellon Corp CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-110	Dependent	STT	—	15000	1001	State Street Corporation (New) CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-11	Dependent	SYK	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Stryker Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-08	buy	23
house-8219207-ocr-109	Dependent	DD	—	15000	1001	DuPont De Nemours Inc CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-108	Dependent	—	—	15000	1001	Signature Bank (New York) CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-107	Dependent	AME	—	15000	1001	Ametek Inc (New) CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-106	Dependent	TDY	—	15000	1001	Teledyne Technologies Incorpor CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-105	Dependent	IDXX	—	15000	1001	IDEXX Laboratories CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-104	Dependent	—	—	15000	1001	SVB Financial Group CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-103	Dependent	FISV	—	15000	1001	Fiserv, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-102	Dependent	SYK	—	15000	1001	Stryker Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-101	Dependent	MU	—	15000	1001	Micron Technology, Inc. CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-100	Dependent	RF	—	15000	1001	Regions Financial Corporation CMN	Common Stock	$1,001 - $15,000	2022-08-01	buy	28
house-8219207-ocr-10	Dependent	WFC	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Wells Fargo & Co (New) CMN	Common Stock	$1,001 - $15,000	2022-08-17	buy	16
house-8219207-ocr-1	Dependent	ENPH	MBR Trust Permacable	15000	1001	Enphase Energy	Stock	$1,001 - $15,000	—	sell	—

Original filing document