Rohit Khanna (House) disclosed 380 transactions

2022-11-10 · 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.

· sell	Abbott Laboratories CMN — $1,001 - $15,000
· sell	Comcast Corporation CMN Class A Voting — $1,001 - $15,000
· sell	Mercadolibre, Inc. CMN — $1,001 - $15,000
· sell	American Tower Corporation CMN — $1,001 - $15,000
· sell	Lululemon Athletica Inc. CMN — $1,001 - $15,000
· sell	Airbnb, Inc. CMN Class A — $1,001 - $15,000
· sell	Adobe Inc CMN — $1,001 - $15,000
· sell	Novo-Nordisk A/S ADR ADR CMN — $1,001 - $15,000
· sell	Estee Lauder Cos Inc CL-A CMN Class A — $1,001 - $15,000
· sell	Crowdstrike Holdings, Inc. CMN — $1,001 - $15,000
· buy	General Motors Company CMN — $1,001 - $15,000
· sell	Vertex Pharmaceuticals Incorpo CMN — $1,001 - $15,000
· sell	TJX Companies Inc (New) CMN — $1,001 - $15,000
· sell	Procter & Gamble Company (The) CMN — $1,001 - $15,000
· sell	Atlassian Corporation PLC CMN — $1,001 - $15,000
· sell	Adyen N.V. ADR CMN — $1,001 - $15,000
· sell	SBA Communications Corporation CMN — $1,001 - $15,000
· sell	Uber Technologies, Inc. CMN — $1,001 - $15,000
· sell	SVB Financial Group CMN — $1,001 - $15,000
· sell	Fidelity Natl Info Svcs Inc CMN — $1,001 - $15,000
· sell	Chipotle Mexican Grill, Inc. CMN — $1,001 - $15,000
· buy	CVS Health Corp CMN — $1,001 - $15,000
· sell	Costco Wholesale Corporation CMN — $1,001 - $15,000
· sell	Danaher Corporation CMN — $1,001 - $15,000
· sell	VF Corp CMN — $1,001 - $15,000
· sell	LVMH Moet Hennessy Louis Vuitton S.A. ADR CMN — $1,001 - $15,000
· sell	Salesforce Inc CMN — $1,001 - $15,000
· sell	Nvidia Corporation CMN — $1,001 - $15,000
· sell	UnitedHealth Group Incorporate CMN — $1,001 - $15,000
· sell	Mastercard Incorporated CMN Class A — $1,001 - $15,000
· sell	Martin Marietta Materials, Inc CMN — $1,001 - $15,000
· sell	Hartford Financial Srvcs Group CMN — $1,001 - $15,000
· buy	Tiger Global Crossover Access LLC Class A1 Series 2 — $50,001 - $100,000
· sell	Alphabet Inc. CMN Class C — $1,001 - $15,000
· sell	Alphabet Inc. CMN Class A — $1,001 - $15,000
· sell	Sherwin-Williams Co CMN — $1,001 - $15,000
· sell	Eli Lilly & Co CMN — $1,001 - $15,000
· sell	SVB Financial Group CMN — $1,001 - $15,000
· sell	Verizon Communications, Inc. CMN — $1,001 - $15,000
· sell	Take Two Interactive Software Inc — $1,001 - $15,000
· sell	Visa Inc. CMN Class A — $1,001 - $15,000
· sell	BorgWarner Inc. CMN — $1,001 - $15,000
· sell	Carrier Global Corporation CMN — $1,001 - $15,000
· buy	iShares Russell 1000 Growth ETF — $100,001 - $250,000
· sell	Booking Holdings Inc. CMN — $1,001 - $15,000
· sell	SS&C Technologies Holdings, IN CMN — $1,001 - $15,000
· sell	Visa Inc. CMN Class A — $1,001 - $15,000
· sell	Waste Management Inc CMN — $1,001 - $15,000
· sell	Walt Disney Company (The) CMN — $1,001 - $15,000
· sell	Honeywell Intl Inc CMN — $1,001 - $15,000
· sell	AbbVie Inc CMN — $1,001 - $15,000
· sell	Nasdaq Inc. CMN — $1,001 - $15,000
· sell	Medtronic Public Limited Compa CMN — $1,001 - $15,000
· sell	Linde PLC CMN — $1,001 - $15,000
· buy	iShares Russell 1000 Value — $500,001 - $1,000,000
· sell	Weyerhaeuser Company CMN — $1,001 - $15,000
· sell	Wells Fargo & Co (New) CMN — $1,001 - $15,000
· sell	Stryker Corporation CMN — $1,001 - $15,000
· sell	Becton, Dickinson and Company CMN — $1,001 - $15,000
· sell	HCA Healthcare, Inc CMN — $1,001 - $15,000
…	320 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	8219275
chamber	house
report url	https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/8219275.pdf
bioguide id	K000389
data source	HOUSE_CLERK_PTR
member last	Khanna
member name	Rohit Khanna
member first	Rohit
state district	CA17
disclosure date	2022-11-10
extraction method	vision_ocr

Each transaction (380)

id	owner	ticker	comment	amount max	amount min	asset name	asset type	amount range	transaction date	transaction type	reporting lag days
house-8219275-ocr-99	Dependent	ABT	—	15000	1001	Abbott Laboratories CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-98	Dependent	CMCSA	—	15000	1001	Comcast Corporation CMN Class A Voting	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-97	Dependent	MELI	—	15000	1001	Mercadolibre, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-96	Dependent	AMT	—	15000	1001	American Tower Corporation CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-95	Dependent	LULU	—	15000	1001	Lululemon Athletica Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-94	Dependent	ABNB	—	15000	1001	Airbnb, Inc. CMN Class A	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-93	Dependent	ADBE	—	15000	1001	Adobe Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-92	Dependent	NVO	—	15000	1001	Novo-Nordisk A/S ADR ADR CMN	ADR	$1,001 - $15,000	—	sell	—
house-8219275-ocr-91	Dependent	—	—	15000	1001	Estee Lauder Cos Inc CL-A CMN Class A	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-90	Dependent	CRWD	—	15000	1001	Crowdstrike Holdings, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-9	Dependent	GM	—	15000	1001	General Motors Company CMN	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-89	Dependent	—	—	15000	1001	Vertex Pharmaceuticals Incorpo CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-88	Dependent	TJX	—	15000	1001	TJX Companies Inc (New) CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-87	Dependent	PG	—	15000	1001	Procter & Gamble Company (The) CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-86	Dependent	TEAM	—	15000	1001	Atlassian Corporation PLC CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-85	Dependent	—	—	15000	1001	Adyen N.V. ADR CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-84	Dependent	SBAC	—	15000	1001	SBA Communications Corporation CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-83	Dependent	UBER	—	15000	1001	Uber Technologies, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-82	Dependent	—	—	15000	1001	SVB Financial Group CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-81	Dependent	—	—	15000	1001	Fidelity Natl Info Svcs Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-80	Dependent	CMG	—	15000	1001	Chipotle Mexican Grill, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-8	Dependent	CVS	—	15000	1001	CVS Health Corp CMN	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-79	Dependent	COST	—	15000	1001	Costco Wholesale Corporation CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-78	Dependent	DHR	—	15000	1001	Danaher Corporation CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-77	Dependent	—	—	15000	1001	VF Corp CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-76	Dependent	—	—	15000	1001	LVMH Moet Hennessy Louis Vuitton S.A. ADR CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-75	Dependent	CRM	—	15000	1001	Salesforce Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-74	Dependent	NVDA	—	15000	1001	Nvidia Corporation CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-73	Dependent	—	—	15000	1001	UnitedHealth Group Incorporate CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-72	Dependent	MA	—	15000	1001	Mastercard Incorporated CMN Class A	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-71	Dependent	MLM	—	15000	1001	Martin Marietta Materials, Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-70	Dependent	—	—	15000	1001	Hartford Financial Srvcs Group CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-7	Dependent	—	Monte and Usha Ahuja 2019 Irrev Trust FBO Grandchildren	100000	50001	Tiger Global Crossover Access LLC Class A1 Series 2	Stock	$50,001 - $100,000	—	buy	—
house-8219275-ocr-69	Dependent	GOOGL	—	15000	1001	Alphabet Inc. CMN Class C	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-68	Dependent	GOOGL	—	15000	1001	Alphabet Inc. CMN Class A	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-67	Dependent	SHW	—	15000	1001	Sherwin-Williams Co CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-66	Dependent	LLY	—	15000	1001	Eli Lilly & Co CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-65	Dependent	—	—	15000	1001	SVB Financial Group CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-64	Dependent	VZ	—	15000	1001	Verizon Communications, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-63	Dependent	TTWO	—	15000	1001	Take Two Interactive Software Inc	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-62	Dependent	V	—	15000	1001	Visa Inc. CMN Class A	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-61	Dependent	BWA	—	15000	1001	BorgWarner Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-60	Dependent	CARR	—	15000	1001	Carrier Global Corporation CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-6	Dependent	—	Monte and Usha Ahuja 2019 Irrev Trust FBO Grandchildren	250000	100001	iShares Russell 1000 Growth ETF	ETF	$100,001 - $250,000	—	buy	—
house-8219275-ocr-59	Dependent	BKNG	—	15000	1001	Booking Holdings Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-58	Dependent	SSNC	—	15000	1001	SS&C Technologies Holdings, IN CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-57	Dependent	V	—	15000	1001	Visa Inc. CMN Class A	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-56	Dependent	WM	—	15000	1001	Waste Management Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-55	Dependent	DIS	—	15000	1001	Walt Disney Company (The) CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-54	Dependent	HON	—	15000	1001	Honeywell Intl Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-53	Dependent	ABBV	—	15000	1001	AbbVie Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-52	Dependent	NDAQ	—	15000	1001	Nasdaq Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-51	Dependent	—	—	15000	1001	Medtronic Public Limited Compa CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-50	Dependent	LIN	—	15000	1001	Linde PLC CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-5	Dependent	—	Monte and Usha Ahuja 2019 Irrev Trust FBO Grandchildren	1000000	500001	iShares Russell 1000 Value	ETF	$500,001 - $1,000,000	—	buy	—
house-8219275-ocr-49	Dependent	WY	—	15000	1001	Weyerhaeuser Company CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-48	Dependent	WFC	—	15000	1001	Wells Fargo & Co (New) CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-47	Dependent	SYK	—	15000	1001	Stryker Corporation CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-46	Dependent	—	—	15000	1001	Becton, Dickinson and Company CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-45	Dependent	HCA	—	15000	1001	HCA Healthcare, Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-44	Dependent	UNP	—	15000	1001	Union Pacific Corp. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-43	Dependent	BRK-B	—	15000	1001	Berkshire Hathaway Inc. Class B	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-42	Dependent	DE	—	15000	1001	Deere & Company CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-41	Dependent	GM	—	15000	1001	General Motors Company CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-40	Dependent	MSFT	—	15000	1001	Microsoft Corporation CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-4	Dependent	—	M&R Trust Partnership	15000	1001	Bio Rad Lab A	Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-39	Dependent	AMZN	—	15000	1001	Amazon.com Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-380	Dependent	NEE	MURA Holdings 2020 Trust FBO Khanna Children	15000	1001	Nextera Energy Inc	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-38	Dependent	HD	—	15000	1001	The Home Depot, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-379	Dependent	CMCSA	MURA Holdings 2020 Trust FBO Khanna Children	15000	1001	Comcast Corp	Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-378	Dependent	SBUX	MURA Holdings 2020 Trust FBO Khanna Children	15000	1001	Starbucks Corp	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-377	Dependent	COST	MURA Holdings 2020 Trust FBO Khanna Children	15000	1001	Costco Wholesale Corp	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-376	Dependent	KO	MURA Holdings 2020 Trust FBO Khanna Children	15000	1001	Coca-Cola Co	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-375	Dependent	VZ	MURA Holdings 2020 Trust FBO Khanna Children	15000	1001	Verizon Communications Inc	Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-374	Dependent	HD	MURA Holdings 2020 Trust FBO Khanna Children	15000	1001	Home Depot Inc	Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-373	Dependent	NEE	MURA Holdings Grandchildren Trust (Khanna Portion)	15000	1001	Nextera Energy Inc	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-372	Dependent	CMCSA	MURA Holdings Grandchildren Trust (Khanna Portion)	15000	1001	Comcast Corp	Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-371	Dependent	SBUX	MURA Holdings Grandchildren Trust (Khanna Portion)	15000	1001	Starbucks Corp	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-370	Dependent	COST	MURA Holdings Grandchildren Trust (Khanna Portion)	15000	1001	Costco Wholesale Corp	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-37	Dependent	TFC	—	15000	1001	Truist Financial Corporation CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-369	Dependent	KO	MURA Holdings Grandchildren Trust (Khanna Portion)	15000	1001	Coca-Cola Co	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-368	Dependent	VZ	MURA Holdings Grandchildren Trust (Khanna Portion)	15000	1001	Verizon Communications Inc	Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-367	Dependent	HD	MURA Holdings Grandchildren Trust (Khanna Portion)	15000	1001	Home Depot Inc	Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-366	Spouse	NEE	MURA Holdings RA94	15000	1001	Nextera Energy Inc	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-365	Spouse	CMCSA	MURA Holdings RA94	15000	1001	Comcast Corp	Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-364	Spouse	SBUX	MURA Holdings RA94	15000	1001	Starbucks Corp	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-363	Spouse	COST	MURA Holdings RA94	15000	1001	Costco Wholesale Corp	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-362	Spouse	KO	MURA Holdings RA94	15000	1001	Coca-Cola Co	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-361	Spouse	VZ	MURA Holdings RA94	15000	1001	Verizon Communications Inc	Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-360	Spouse	HD	MURA Holdings RA94	15000	1001	Home Depot Inc	Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-36	Dependent	CAT	—	15000	1001	Caterpillar Inc (Delaware) CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-359	Dependent	—	M & R TP Primary	250000	100001	TIGER GLOBAL CROSSOVER ACCESS LLC CLASS A1 SERIES 2	Stock	$100,001 - $250,000	2022-10-01	buy	28
house-8219275-ocr-358	Spouse	—	—	15000	1001	FIDELITY NATL INFO SVCS INC CMN	Common Stock	$1,001 - $15,000	2022-10-10	sell	23
house-8219275-ocr-357	Spouse	CMCSA	—	15000	1001	COMCAST CORPORATION CMN CLASS A VOTING	Common Stock	$1,001 - $15,000	2022-10-10	sell	23
house-8219275-ocr-356	Spouse	—	—	15000	1001	FIDELITY NATL INFO SVCS INC CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-355	Spouse	CMCSA	—	15000	1001	COMCAST CORPORATION CMN CLASS A VOTING	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-354	Spouse	—	—	15000	1001	FIDELITY NATL INFO SVCS INC CMN	Common Stock	$1,001 - $15,000	2022-10-07	sell	24
house-8219275-ocr-353	Spouse	CMCSA	—	15000	1001	COMCAST CORPORATION CMN CLASS A VOTING	Common Stock	$1,001 - $15,000	2022-10-07	sell	24
house-8219275-ocr-352	Spouse	—	—	15000	1001	SVB FINANCIAL GROUP CMN	Common Stock	$1,001 - $15,000	2022-10-31	sell	8
house-8219275-ocr-351	Spouse	WM	—	15000	1001	WASTE MANAGEMENT INC CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-350	Spouse	SHW	—	15000	1001	Sherwin-Williams Co CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-35	Dependent	PFE	—	15000	1001	Pfizer Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-349	Spouse	MLM	—	15000	1001	Martin Marietta Materials, Inc CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-348	Spouse	SBAC	—	15000	1001	SBA Communications Corporation CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-347	Spouse	—	—	15000	1001	Hartford Financial Srvcs Group CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-346	Spouse	—	—	15000	1001	SVB Financial Group CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-345	Spouse	—	—	15000	1001	VF Corp CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-344	Spouse	HUM	—	15000	1001	Humana Inc. CMN	Common Stock	$1,001 - $15,000	2022-10-13	sell	20
house-8219275-ocr-343	Spouse	VZ	—	15000	1001	Verizon Communications, Inc. CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-342	Spouse	TTWO	—	15000	1001	Take Two Interactive Software Inc	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-341	Spouse	BWA	—	15000	1001	BorgWarner Inc. CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-340	Spouse	ABBV	—	15000	1001	AbbVie Inc CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-34	Dependent	TSLA	—	15000	1001	Tesla, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-339	Spouse	—	—	15000	1001	Medtronic Public Limited Compa CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-338	Spouse	—	—	15000	1001	Becton, Dickinson and Company CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-337	Spouse	NDAQ	—	15000	1001	Nasdaq Inc. CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-336	Spouse	SSNC	—	15000	1001	SS&C Technologies Holdings, In CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-335	Spouse	V	—	15000	1001	Visa Inc. CMN Class A	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-334	Spouse	UNP	—	15000	1001	Union Pacific Corp. CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-333	Spouse	CARR	—	15000	1001	Carrier Global Corporation CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-332	Spouse	HON	—	15000	1001	Honeywell Intl Inc CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-331	Spouse	DIS	—	15000	1001	Walt Disney Company (The) CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-330	Spouse	WFC	—	15000	1001	Wells Fargo & Co (New) CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-33	Dependent	HUM	—	15000	1001	Humana Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-329	Spouse	WY	—	15000	1001	Weyerhaeuser Company CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-328	Spouse	DE	—	15000	1001	Deere & Company CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-327	Spouse	SYK	—	15000	1001	Stryker Corporation CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-326	Spouse	BKNG	—	15000	1001	Booking Holdings Inc. CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-325	Spouse	HCA	—	15000	1001	HCA Healthcare, Inc CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-324	Spouse	HUM	—	15000	1001	Humana Inc. CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-323	Spouse	LIN	—	15000	1001	Linde PLC CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-322	Spouse	BRK-B	—	15000	1001	Berkshire Hathaway Inc. Class B	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-321	Spouse	TFC	—	15000	1001	Truist Financial Corporation CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-320	Spouse	GM	—	15000	1001	General Motors Company CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-32	Dependent	PH	—	15000	1001	Parker-Hannifin Corp. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-319	Spouse	HD	—	15000	1001	The Home Depot, Inc. CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-318	Spouse	CAT	—	15000	1001	Caterpillar Inc (Delaware) CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-317	Spouse	PH	—	15000	1001	Parker-Hannifin Corp. CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-316	Spouse	PFE	—	15000	1001	Pfizer Inc. CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-315	Spouse	AMZN	—	15000	1001	Amazon.com Inc CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-314	Spouse	—	—	15000	1001	N V R Inc CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-313	Spouse	MSFT	—	15000	1001	Microsoft Corporation CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-312	Spouse	—	—	15000	1001	Marsh & McLennan Co Inc CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-311	Spouse	KKR	—	15000	1001	KKR & Co. Inc. CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-310	Spouse	TXN	—	15000	1001	Texas Instruments Inc. CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-31	Dependent	—	—	15000	1001	Marsh & McLennan Co Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-309	Spouse	BAC	—	15000	1001	Bank of America Corp CMN	Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-308	Spouse	GOOGL	—	50000	15001	Alphabet Inc. CMN Class A	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-307	Spouse	ABT	—	50000	15001	Abbott Laboratories CMN	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-306	Spouse	PEP	—	50000	15001	Pepsico, Inc. CMN	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-305	Spouse	AIG	—	50000	15001	American Intl Group, Inc. CMN	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-304	Spouse	AMZN	Ritu Ahuja 1995 Trust	15000	1001	Amazon.com Inc CMN	Stock	$1,001 - $15,000	2022-10-28	buy	9
house-8219275-ocr-303	Spouse	HCA	Ritu Ahuja 1995 Trust	15000	1001	HCA Healthcare, Inc CMN	Stock	$1,001 - $15,000	2022-10-21	buy	14
house-8219275-ocr-302	Spouse	VZ	Ritu Ahuja 1995 Trust	15000	1001	Verizon Communications, Inc. CMN	Stock	$1,001 - $15,000	2022-10-07	buy	24
house-8219275-ocr-301	Spouse	GM	Ritu Ahuja 1995 Trust	15000	1001	General Motors Company CMN	Stock	$1,001 - $15,000	2022-10-10	buy	23
house-8219275-ocr-300	Spouse	—	Ritu Ahuja 1995 Trust	15000	1001	Manatee CNTY FLA REV REV 5% 10/01/23 AO	Stock	$1,001 - $15,000	2022-10-04	buy	27
house-8219275-ocr-30	Dependent	MSFT	—	15000	1001	Microsoft Corporation CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-3	Dependent	MRVL	M&R Trust Partnership	15000	1001	Marvell Technology Group Ltd	Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-299	Spouse	—	Ritu Ahuja 1995 Trust	50000	15001	Bentonville ARK SCH Dist No GO 5% 06/01/23-CA JD	Stock	$15,001 - $50,000	2022-10-04	buy	27
house-8219275-ocr-298	Spouse	—	Ritu Ahuja 1995 Trust	100000	50001	Platte River Power Authority REV 5.0000% 06/01/23 JD	Stock	$50,001 - $100,000	2022-10-04	buy	27
house-8219275-ocr-297	Spouse	—	Ritu Ahuja 1995 Trust	250000	100001	Wake CNTY N C GO 5% 03/01/23 MS	Stock	$100,001 - $250,000	2022-10-04	buy	27
house-8219275-ocr-296	Spouse	—	Ritu Ahuja 1995 Trust	500000	250001	iShares Russell 1000 Value	Stock	$250,001 - $500,000	2022-10-20	buy	15
house-8219275-ocr-295	Spouse	ALGN	—	15000	1001	Align Technology, Inc CMN	Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-294	Spouse	DOCU	—	15000	1001	Docusign, Inc. CMN	Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-293	Spouse	ALGN	—	15000	1001	Align Technology, Inc CMN	Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-292	Spouse	NKE	—	15000	1001	Nike Class-B CMN Class B	Common Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-291	Spouse	ZTS	—	15000	1001	Zoetis Inc. CMN Class A	Common Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-290	Spouse	IT	—	15000	1001	Gartner, Inc. CMN	Common Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-29	Dependent	KKR	—	15000	1001	KKR & Co. Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-289	Spouse	DOCU	—	15000	1001	Docusign, Inc. CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-288	Spouse	ILMN	—	15000	1001	Illumina, Inc CMN	Common Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-287	Spouse	PYPL	—	15000	1001	PayPal Holdings, Inc. CMN	Common Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-286	Spouse	—	—	15000	1001	Westinghouse Air Brake Technol CMN	Common Stock	$1,001 - $15,000	2022-10-25	sell	12
house-8219275-ocr-285	Spouse	NKE	—	15000	1001	Nike Class-B CMN Class B	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-284	Spouse	ACN	—	15000	1001	Accenture PLC CMN Class A	Common Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-283	Spouse	V	—	15000	1001	Visa Inc. CMN Class A	Common Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-282	Spouse	ABNB	—	15000	1001	Airbnb, Inc. CMN Class A	Common Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-281	Spouse	ABT	—	15000	1001	Abbott Laboratories CMN	Common Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-280	Spouse	—	—	15000	1001	UnitedHealth Group Incorporate CMN	Common Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-28	Dependent	AAPL	—	50000	15001	Apple Inc. CMN	Common Stock	$15,001 - $50,000	—	sell	—
house-8219275-ocr-279	Spouse	MA	—	15000	1001	Mastercard Incorporated CMN Class A	Common Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-278	Spouse	ADSK	—	15000	1001	Autodesk, Inc. CMN	Common Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-277	Spouse	META	—	15000	1001	Meta Platforms Inc-Class A CMN Class A	Common Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-276	Spouse	T	—	15000	1001	AT&T Inc. CMN	Common Stock	$1,001 - $15,000	2022-10-17	sell	18
house-8219275-ocr-275	Spouse	CRM	—	15000	1001	Salesforce Inc CMN	Common Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-274	Spouse	NFLX	—	15000	1001	Netflix, Inc. CMN	Common Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-273	Spouse	NOW	—	15000	1001	ServiceNow Inc CMN	Common Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-272	Spouse	ZTS	—	15000	1001	Zoetis Inc. CMN Class A	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-271	Spouse	ADBE	—	15000	1001	Adobe Inc CMN	Common Stock	$1,001 - $15,000	2022-10-11	sell	22
house-8219275-ocr-270	Spouse	IT	—	15000	1001	Gartner, Inc. CMN	Common Stock	$1,001 - $15,000	2022-10-20	sell	15
house-8219275-ocr-27	Dependent	AMZN	—	50000	15001	Amazon.com Inc CMN	Common Stock	$15,001 - $50,000	—	sell	—
house-8219275-ocr-269	Spouse	—	—	15000	1001	Westinghouse Air Brake Technol CMN	Common Stock	$1,001 - $15,000	2022-10-26	sell	11
house-8219275-ocr-268	Spouse	RF	—	15000	1001	Regions Financial Corporation CMN	Common Stock	$1,001 - $15,000	2022-10-25	sell	12
house-8219275-ocr-267	Spouse	—	—	15000	1001	Westinghouse Air Brake Technol CMN	Stock	$1,001 - $15,000	2022-10-17	sell	18
house-8219275-ocr-266	Spouse	MSFT	—	50000	15001	Microsoft Corporation CMN	Stock	$15,001 - $50,000	2022-10-11	sell	22
house-8219275-ocr-265	Spouse	FDX	—	50000	15001	Fedex Corporation CMN	Stock	$15,001 - $50,000	2022-10-17	sell	18
house-8219275-ocr-264	Spouse	FDX	—	50000	15001	Fedex Corporation CMN	Stock	$15,001 - $50,000	2022-10-04	sell	27
house-8219275-ocr-263	Spouse	ILMN	—	50000	15001	Illumina, Inc CMN	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-262	Spouse	PYPL	—	50000	15001	Paypal Holdings, Inc. CMN	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-261	Spouse	META	—	50000	15001	Meta Platforms Inc-Class A CMN Class A	Stock	$15,001 - $50,000	2022-10-27	sell	10
house-8219275-ocr-260	Spouse	ABT	—	50000	15001	Abbott Laboratories CMN	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-26	Dependent	TXN	—	50000	15001	Texas Instruments Inc. CMN	Common Stock	$15,001 - $50,000	—	sell	—
house-8219275-ocr-259	Spouse	ACN	—	50000	15001	Accenture PLC CMN Class A	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-258	Spouse	GOOGL	—	50000	15001	Alphabet Inc. CMN Class C	Stock	$15,001 - $50,000	2022-10-11	sell	22
house-8219275-ocr-257	Spouse	V	—	50000	15001	Visa Inc. CMN Class A	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-256	Spouse	ABNB	—	50000	15001	Airbnb, Inc. CMN Class A	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-255	Spouse	URBN	—	50000	15001	Urban Outfitters Inc CMN	Stock	$15,001 - $50,000	2022-10-28	sell	9
house-8219275-ocr-254	Spouse	ADSK	—	50000	15001	Autodesk, Inc. CMN	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-253	Spouse	MA	—	50000	15001	Mastercard Incorporated CMN Class A	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-252	Spouse	NOW	—	50000	15001	Servicenow Inc CMN	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-251	Spouse	V	—	50000	15001	Visa Inc. CMN Class A	Stock	$15,001 - $50,000	2022-10-03	sell	28
house-8219275-ocr-250	Spouse	META	—	50000	15001	Meta Platforms Inc-Class A CMN Class A	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-25	Dependent	—	—	50000	15001	N V R Inc CMN	Common Stock	$15,001 - $50,000	—	sell	—
house-8219275-ocr-249	Spouse	MA	—	50000	15001	Mastercard Incorporated CMN Class A	Stock	$15,001 - $50,000	2022-10-03	sell	28
house-8219275-ocr-248	Spouse	—	—	50000	15001	Westinghouse Air Brake Technol CMN	Stock	$15,001 - $50,000	2022-10-28	sell	9
house-8219275-ocr-247	Spouse	CRM	—	50000	15001	SALESFORCE INC CMN	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-246	Spouse	AMZN	—	50000	15001	AMAZON.COM INC CMN	Stock	$15,001 - $50,000	2022-10-11	sell	22
house-8219275-ocr-245	Spouse	ADBE	—	50000	15001	ADOBE INC CMN	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-244	Spouse	NFLX	—	50000	15001	NETFLIX, INC. CMN	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-243	Spouse	MSFT	—	50000	15001	MICROSOFT CORPORATION CMN	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-242	Spouse	GOOGL	—	50000	15001	ALPHABET INC. CMN CLASS C	Stock	$15,001 - $50,000	2022-10-20	sell	15
house-8219275-ocr-241	Spouse	AMZN	—	100000	50001	AMAZON.COM INC CMN	Stock	$50,001 - $100,000	2022-10-20	sell	15
house-8219275-ocr-240	Spouse	XSP	@ 357 EXP 12/09/2022	15000	1001	PUT/XSP	Option	$1,001 - $15,000	2022-10-27	sell	10
house-8219275-ocr-24	Dependent	GOOGL	—	50000	15001	Alphabet Inc. CMN Class A	Common Stock	$15,001 - $50,000	—	sell	—
house-8219275-ocr-239	Spouse	XSP	@ 345 EXP 12/02/2022	15000	1001	PUT/XSP	Option	$1,001 - $15,000	2022-10-19	sell	16
house-8219275-ocr-238	Spouse	XSP	@ 320 EXP 01/20/2023	15000	1001	PUT/XSP	Option	$1,001 - $15,000	2022-10-19	sell	16
house-8219275-ocr-237	Spouse	XSP	@ 375 EXP 10/21/2022	15000	1001	PUT/XSP	Option	$1,001 - $15,000	2022-10-19	buy	16
house-8219275-ocr-236	Spouse	CRM	—	15000	1001	SALESFORCE INC CMN	Stock	$1,001 - $15,000	2022-10-03	buy	28
house-8219275-ocr-235	Spouse	SSNC	—	15000	1001	SS&C TECHNOLOGIES HOLDINGS, IN CMN	Stock	$1,001 - $15,000	2022-10-19	buy	16
house-8219275-ocr-234	Spouse	SSNC	—	15000	1001	SS&C TECHNOLOGIES HOLDINGS, IN CMN	Stock	$1,001 - $15,000	2022-10-28	buy	9
house-8219275-ocr-233	Spouse	SSNC	—	15000	1001	SS&C TECHNOLOGIES HOLDINGS, IN CMN	Stock	$1,001 - $15,000	2022-10-18	buy	17
house-8219275-ocr-232	Spouse	—	—	15000	1001	SENSATA TECHNOLOGIES HOLDING P CMN	Stock	$1,001 - $15,000	2022-10-13	buy	20
house-8219275-ocr-231	Spouse	SSNC	—	15000	1001	SS&C TECHNOLOGIES HOLDINGS, IN CMN	Stock	$1,001 - $15,000	2022-10-21	buy	14
house-8219275-ocr-230	Spouse	—	—	50000	15001	MESA ARIZ UTIL SYS REV REV 4.0000% 07/01/23 JJ	Municipal Bond	$15,001 - $50,000	2022-10-19	buy	16
house-8219275-ocr-23	Dependent	ABT	Partial Sale	50000	15001	Abbott Laboratories CMN	Stock	$15,001 - $50,000	—	sell	—
house-8219275-ocr-229	Spouse	GOOGL	—	50000	15001	ALPHABET INC. CMN CLASS C	Stock	$15,001 - $50,000	2022-10-28	buy	9
house-8219275-ocr-228	Spouse	—	—	50000	15001	N J ECONOMIC DEV AUTH REV 5% 03/01/30 MS	Municipal Bond	$15,001 - $50,000	2022-10-06	buy	25
house-8219275-ocr-227	Spouse	ILMN	Ritu Ahuja 1994 Trust	50000	15001	Illumina, Inc CMN	Common Stock	$15,001 - $50,000	2022-10-05	buy	26
house-8219275-ocr-226	Spouse	NOW	Ritu Ahuja 1994 Trust	50000	15001	ServiceNow Inc CMN	Common Stock	$15,001 - $50,000	2022-10-05	buy	26
house-8219275-ocr-225	Spouse	SSNC	Ritu Ahuja 1994 Trust	50000	15001	SS&C Technologies Holdings, In CMN	Common Stock	$15,001 - $50,000	2022-10-17	buy	18
house-8219275-ocr-224	Spouse	—	Ritu Ahuja 1994 Trust	50000	15001	Sensata Technologies Holding P CMN	Common Stock	$15,001 - $50,000	2022-10-25	buy	12
house-8219275-ocr-223	Spouse	SPY	Ritu Ahuja 1994 Trust	1000000	500001	SPDR S&P 500 ETF Trust	ETF	$500,001 - $1,000,000	2022-10-20	buy	15
house-8219275-ocr-222	Spouse	—	Ritu Ahuja Declaration of Trust; Partial Sale	15000	1001	Champlain Small Company Fund Institutional	Mutual Fund	$1,001 - $15,000	—	sell	—
house-8219275-ocr-221	Spouse	—	Ritu Ahuja Declaration of Trust; Partial Sale	100000	50001	Champlain Small Company Fund Institutional	Mutual Fund	$50,001 - $100,000	—	sell	—
house-8219275-ocr-220	Spouse	—	Ritu Ahuja Declaration of Trust	100000	50001	iShares Russell 2000 ETF	ETF	$50,001 - $100,000	—	buy	—
house-8219275-ocr-22	Dependent	BAC	Partial Sale	50000	15001	Bank of America Corp CMN	Stock	$15,001 - $50,000	—	sell	—
house-8219275-ocr-219	Dependent	—	Ahuja Khanna Children Irrevocable Trust	15000	1001	Phoenix Ariz Civic Impt Corp Rev 5% 07/01/23 JJ	Municipal Bond	$1,001 - $15,000	—	buy	—
house-8219275-ocr-218	Dependent	—	Ahuja Khanna Children Irrevocable Trust	15000	1001	Dallas Cnty Tex Util & GO 5% 02/15/23 FA	Municipal Bond	$1,001 - $15,000	—	buy	—
house-8219275-ocr-217	Dependent	—	Ahuja Khanna Children Irrevocable Trust	15000	1001	N J Economic Dev Auth Rev 5% 03/01/30 MS	Municipal Bond	$1,001 - $15,000	—	buy	—
house-8219275-ocr-216	Dependent	TWLO	—	15000	1001	Twilio Inc. CMN Class A	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-215	Dependent	—	Partial Sale	15000	1001	SVB Financial Group CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-214	Dependent	HUBS	—	15000	1001	HubSpot Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-213	Dependent	—	Partial Sale	15000	1001	Fidelity Natl Info Svcs Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-212	Dependent	SBAC	Partial Sale	15000	1001	SBA Communications Corporation CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-211	Dependent	ABT	Partial Sale	15000	1001	Abbott Laboratories CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-210	Dependent	SPOT	—	15000	1001	Spotify Technology S.A. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-21	Dependent	PEP	Partial Sale	50000	15001	Pepsico, Inc. CMN	Stock	$15,001 - $50,000	—	sell	—
house-8219275-ocr-209	Dependent	MLM	—	15000	1001	Martin Marietta Materials, Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-208	Dependent	SPGI	—	15000	1001	S&P Global Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-207	Dependent	PYPL	—	15000	1001	PayPal Holdings, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-206	Dependent	SHW	—	15000	1001	Sherwin-Williams Co CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-205	Dependent	TTWO	—	15000	1001	Take Two Interactive Software Inc	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-204	Dependent	XYZ	—	15000	1001	Block, Inc. CMN Class A	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-203	Dependent	—	—	15000	1001	VF Corp CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-202	Dependent	ISRG	—	15000	1001	Intuitive Surgical, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-201	Dependent	PEP	—	15000	1001	PepsiCo, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-200	Dependent	CARR	—	15000	1001	Carrier Global Corporation CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-20	Dependent	AIG	Partial Sale	50000	15001	American Intl Group, Inc. CMN	Stock	$15,001 - $50,000	—	sell	—
house-8219275-ocr-2	Dependent	MPWR	M&R Trust Partnership	15000	1001	Monolithic Pwr Systems Inc	Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-199	Dependent	—	—	15000	1001	SVB Financial Group CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-198	Dependent	SNOW	—	15000	1001	Snowflake Inc. CMN Class A	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-197	Dependent	DXCM	—	15000	1001	Dexcom, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-196	Dependent	VZ	—	15000	1001	Verizon Communications, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-195	Dependent	BWA	—	15000	1001	BorgWarner Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-194	Dependent	—	—	15000	1001	Hartford Financial SRVCS Group CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-193	Dependent	D	—	15000	1001	Dominion Energy Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-192	Dependent	BKNG	—	15000	1001	Booking Holdings Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-191	Dependent	ABBV	—	15000	1001	AbbVie Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-190	Dependent	TTD	—	15000	1001	Trade Desk, Inc. (The) CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-19	Dependent	APTV	—	15000	1001	Aptiv PLC CMN	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-189	Dependent	HON	—	15000	1001	Honeywell INTL Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-188	Dependent	DHR	—	15000	1001	Danaher Corporation CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-187	Dependent	DIS	—	15000	1001	WALT DISNEY COMPANY (THE) CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-186	Dependent	V	—	15000	1001	VISA INC. CMN CLASS A	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-185	Dependent	WFC	—	15000	1001	WELLS FARGO & CO (NEW) CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-184	Dependent	WM	—	15000	1001	WASTE MANAGEMENT INC CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-183	Dependent	SYK	—	15000	1001	STRYKER CORPORATION CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-182	Dependent	NDAQ	—	15000	1001	NASDAQ INC. CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-181	Dependent	SSNC	—	15000	1001	SS&C TECHNOLOGIES HOLDINGS, IN CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-180	Dependent	—	—	15000	1001	MEDTRONIC PUBLIC LIMITED COMPA CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-18	Dependent	—	—	15000	1001	Capital One Financial Corporat Hybrid Perpetual USD	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-179	Dependent	HCA	—	15000	1001	HCA HEALTHCARE, INC CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-178	Dependent	WY	—	15000	1001	WEYERHAEUSER COMPANY CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-177	Dependent	LIN	—	15000	1001	LINDE PLC CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-176	Dependent	MTCH	—	15000	1001	MATCH GROUP, INC. CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-175	Dependent	—	—	15000	1001	BECTON, DICKINSON AND COMPANY CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-174	Dependent	CRWD	—	15000	1001	CROWDSTRIKE HOLDINGS, INC. CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-173	Dependent	UNP	—	15000	1001	UNION PACIFIC CORP. CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-172	Dependent	—	—	15000	1001	N V R INC CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-171	Dependent	META	—	15000	1001	META PLATFORMS INC-CLASS A CMN CLASS A	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-170	Dependent	PH	—	15000	1001	PARKER-HANNIFIN CORP. CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-17	Dependent	NFLX	—	15000	1001	Netflix, Inc. CMN	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-169	Dependent	DE	—	15000	1001	DEERE & COMPANY CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-168	Dependent	SHOP	—	15000	1001	SHOPIFY INC. CMN CLASS A	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-167	Dependent	CAT	—	15000	1001	Caterpillar Inc (Delaware) CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-166	Dependent	TJX	—	15000	1001	TJX Companies Inc (New) CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-165	Dependent	GM	—	15000	1001	General Motors Company CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-164	Dependent	MELI	—	15000	1001	MercadoLibre, Inc. CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-163	Dependent	TEAM	—	15000	1001	Atlassian Corporation PLC CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-162	Dependent	AMZN	—	15000	1001	Amazon.com Inc CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-161	Dependent	BRK-B	—	15000	1001	Berkshire Hathaway Inc. Class B	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-160	Dependent	TFC	—	15000	1001	Truist Financial Corporation CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-16	Dependent	AMZN	—	15000	1001	Amazon.com Inc CMN	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-159	Dependent	—	—	15000	1001	Marsh & McLennan Co Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-158	Dependent	HD	—	15000	1001	The Home Depot, Inc. CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-157	Dependent	PFE	—	15000	1001	Pfizer Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-156	Dependent	UBER	—	15000	1001	Uber Technologies, Inc. CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-155	Dependent	NKE	—	15000	1001	Nike Class-B CMN Class B	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-154	Dependent	MSFT	—	15000	1001	Microsoft Corporation CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-153	Dependent	PEP	—	15000	1001	Pepsico, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-152	Dependent	HUM	—	15000	1001	Humana Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-151	Dependent	HUM	—	15000	1001	Humana Inc. CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-150	Dependent	LULU	—	15000	1001	Lululemon Athletica Inc. CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-15	Dependent	HCA	—	15000	1001	HCA Healthcare, Inc CMN	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-149	Dependent	—	—	15000	1001	Estee Lauder Cos Inc CL-A CMN Class A	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-148	Dependent	KKR	—	15000	1001	KKR & Co. Inc. CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-147	Dependent	ABT	—	15000	1001	Abbott Laboratories CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-146	Dependent	CRM	—	15000	1001	Salesforce Inc CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-145	Dependent	TXN	—	15000	1001	Texas Instruments Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-144	Dependent	GOOGL	—	15000	1001	Alphabet Inc. CMN Class A	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-143	Dependent	COST	—	15000	1001	Costco Wholesale Corporation CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-142	Dependent	BAC	—	15000	1001	Bank of America Corp CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-141	Dependent	NFLX	—	15000	1001	Netflix, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-140	Dependent	CMG	—	15000	1001	Chipotle Mexican Grill, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-14	Dependent	TSLA	—	15000	1001	Tesla, Inc. CMN	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-139	Dependent	ABNB	—	15000	1001	Airbnb, Inc. CMN Class A	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-138	Dependent	MA	—	15000	1001	Mastercard Incorporated CMN Class A	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-137	Dependent	ADBE	—	15000	1001	Adobe Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-136	Dependent	LLY	—	15000	1001	Eli Lilly & Co CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-135	Dependent	AIG	—	15000	1001	American Intl Group, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-134	Dependent	V	—	15000	1001	Visa Inc. CMN Class A	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-133	Dependent	NVDA	—	15000	1001	Nvidia Corporation CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-132	Dependent	GOOGL	—	15000	1001	Alphabet Inc. CMN Class A	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-131	Dependent	GOOGL	—	15000	1001	Alphabet Inc. CMN Class C	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-130	Dependent	MSFT	—	15000	1001	Microsoft Corporation CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-13	Dependent	VZ	—	15000	1001	Verizon Communications, Inc. CMN	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-129	Dependent	AAPL	—	50000	15001	Apple Inc. CMN	Common Stock	$15,001 - $50,000	—	sell	—
house-8219275-ocr-128	Dependent	TSLA	—	50000	15001	Tesla, Inc. CMN	Common Stock	$15,001 - $50,000	—	sell	—
house-8219275-ocr-127	Dependent	AMZN	—	50000	15001	Amazon.com Inc CMN	Common Stock	$15,001 - $50,000	—	sell	—
house-8219275-ocr-126	Dependent	GM	—	15000	1001	General Motors Company CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-125	Dependent	—	—	15000	1001	Sensata Technologies Holding P CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-124	Dependent	SSNC	Ahuja Grandchildren's Education Trust	15000	1001	SS&C Technologies Holdings, Inc CMN	Common Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-123	Dependent	—	Ahuja Grandchildren's Education Trust	250000	100001	iShares Russell 1000 Growth ETF	ETF	$100,001 - $250,000	—	buy	—
house-8219275-ocr-122	Dependent	—	Ahuja Grandchildren's Education Trust	250000	100001	iShares Russell 1000 Growth ETF	ETF	$100,001 - $250,000	—	buy	—
house-8219275-ocr-121	Dependent	—	Ahuja Grandchildren's Education Trust	250000	100001	iShares Russell 1000 Value	ETF	$100,001 - $250,000	—	buy	—
house-8219275-ocr-120	Dependent	ABNB	—	15000	1001	Airbnb, Inc. CMN Class A	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-12	Dependent	—	—	15000	1001	Bank of America Corporation Hybrid Perpetual USD	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-119	Dependent	—	—	15000	1001	SVB Financial Group Hybrid Perpetual USD	Other	$1,001 - $15,000	—	sell	—
house-8219275-ocr-118	Dependent	KKR	—	15000	1001	KKR & Co. Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-117	Dependent	SPOT	—	15000	1001	Spotify Technology S.A. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-116	Dependent	—	—	15000	1001	ASML Holding N.V. ADR CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-115	Dependent	NKE	—	15000	1001	Nike Class B CMN Class B	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-114	Dependent	ISRG	—	15000	1001	Intuitive Surgical, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-113	Dependent	—	—	15000	1001	Fidelity Natl Info Svcs Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-112	Dependent	HD	—	15000	1001	The Home Depot, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-111	Dependent	CMCSA	—	15000	1001	Comcast Corporation CMN Class A Voting	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-110	Dependent	SNOW	—	15000	1001	Snowflake Inc. CMN Class A	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-11	Dependent	AMZN	—	15000	1001	Amazon.com Inc CMN	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-109	Dependent	TTD	—	15000	1001	Trade Desk, Inc. (The) CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-108	Dependent	META	—	15000	1001	Meta Platforms Inc Class A CMN Class A	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-107	Dependent	AAPL	—	15000	1001	Apple Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-106	Dependent	MAR	—	15000	1001	Marriott International, Inc CMN Class A	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-105	Dependent	SPGI	—	15000	1001	S&P Global Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-104	Dependent	NKE	—	15000	1001	Nike Class-B CMN Class B	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-103	Dependent	DXCM	—	15000	1001	Dexcom, Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-102	Dependent	—	—	15000	1001	Fidelity Natl Info Svcs Inc CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-101	Dependent	CMCSA	—	15000	1001	Comcast Corporation CMN Class A Voting	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-100	Dependent	AVGO	—	15000	1001	Broadcom Inc. CMN	Common Stock	$1,001 - $15,000	—	sell	—
house-8219275-ocr-10	Dependent	TSLA	—	15000	1001	Tesla, Inc. CMN	Stock	$1,001 - $15,000	—	buy	—
house-8219275-ocr-1	Dependent	WST	M&R Trust Partnership	15000	1001	West Pharmaceutical Svcs Inc	Stock	$1,001 - $15,000	—	sell	—

Original filing document