| id | owner | ticker | comment | amount max | amount min | asset name | asset type | amount range | transaction date | transaction type | reporting lag days |
|---|
| house-8219288-ocr-99 | Dependent | FTNT | — | 15000 | 1001 | Fortinet, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-98 | Dependent | — | — | 15000 | 1001 | Advanced Drain Sys Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-97 | Dependent | MPWR | — | 15000 | 1001 | Monolithic Power Systems, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-96 | Dependent | GPC | — | 15000 | 1001 | Genuine Parts Co. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-95 | Dependent | PLUG | — | 15000 | 1001 | Plug Power Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-94 | Dependent | IRM | — | 15000 | 1001 | Iron Mountain Incorporated CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-93 | Dependent | HPE | — | 15000 | 1001 | Hewlett Packard Enterprise Co CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-92 | Dependent | KR | — | 15000 | 1001 | Kroger Company CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-91 | Dependent | DLTR | — | 15000 | 1001 | Dollar Tree Stores, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-90 | Dependent | AZO | — | 15000 | 1001 | AutoZone, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-9 | Dependent | — | MBR Trust Partnership | 15000 | 1001 | CADENCE DESIGN SYSTEM | Stock | $1,001 - $15,000 | — | sell | — |
| house-8219288-ocr-89 | Dependent | WY | — | 15000 | 1001 | Weyerhaeuser Company CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-88 | Dependent | CL | — | 15000 | 1001 | Colgate-Palmolive Co CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-87 | Dependent | POOL | — | 15000 | 1001 | Pool Corp CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-86 | Dependent | ON | — | 15000 | 1001 | ON Semiconductor Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-85 | Dependent | — | — | 15000 | 1001 | Seagate Technology Holdin PLC CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-84 | Dependent | MTCH | — | 15000 | 1001 | Match Group, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-83 | Dependent | ABT | — | 15000 | 1001 | Abbott Laboratories CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-82 | Dependent | BKNG | — | 15000 | 1001 | Booking Holdings Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-81 | Dependent | SYY | — | 15000 | 1001 | Sysco Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-80 | Dependent | PFE | — | 15000 | 1001 | Pfizer Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-8 | Dependent | — | MBR Trust Partnership | 15000 | 1001 | BIO RAD LAB A | Stock | $1,001 - $15,000 | — | buy | — |
| house-8219288-ocr-79 | Dependent | F | — | 15000 | 1001 | Ford Motor Company CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-78 | Dependent | WDC | — | 15000 | 1001 | Western Digital Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-77 | Dependent | AXP | — | 15000 | 1001 | American Express Co. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-76 | Dependent | APTV | — | 15000 | 1001 | Aptiv PLC CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-75 | Dependent | NXPI | — | 15000 | 1001 | NXP Semiconductors N.V. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-74 | Dependent | LEN | — | 15000 | 1001 | Lennar Corporation CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-73 | Dependent | — | — | 15000 | 1001 | Edwards Lifesciences Corporati CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-72 | Dependent | — | — | 15000 | 1001 | Edmond Okla Pub Wks Auth Sales Rev 4.0 | Municipal Bond | $1,001 - $15,000 | 2022-11-09 | buy | 19 |
| house-8219288-ocr-71 | Dependent | LOW | — | 15000 | 1001 | Lowes Companies Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-70 | Dependent | SNPS | — | 15000 | 1001 | Synopsys Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-7 | Dependent | MRVL | MBR Trust Partnership | 15000 | 1001 | MARVELL TECHNOLOGY GROUP LTD | Stock | $1,001 - $15,000 | — | buy | — |
| house-8219288-ocr-69 | Dependent | — | — | 15000 | 1001 | Estee Lauder Cos Inc CL-A CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-68 | Dependent | DIS | — | 15000 | 1001 | Walt Disney Company (The) CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-67 | Dependent | VZ | — | 15000 | 1001 | Verizon Communications, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-66 | Dependent | MU | — | 15000 | 1001 | MICRON TECHNOLOGY, INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-65 | Dependent | PM | — | 15000 | 1001 | PHILIP MORRIS INTL INC CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-64 | Dependent | ORCL | — | 15000 | 1001 | ORACLE CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-63 | Dependent | SPGI | — | 15000 | 1001 | S&P GLOBAL INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-62 | Dependent | DE | — | 15000 | 1001 | DEERE & COMPANY CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-61 | Dependent | CMCSA | — | 15000 | 1001 | COMCAST CORPORATION CMN CLASS A VOTING | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-60 | Dependent | — | — | 15000 | 1001 | THE TURNPIKE AUTH OF KENTUCKY REV 5.000 | Municipal Bond | $1,001 - $15,000 | 2022-11-09 | buy | 19 |
| house-8219288-ocr-6 | Dependent | MPWR | MBR Trust Partnership | 15000 | 1001 | MONOLITHIC PWR SYSTEMS INC | Stock | $1,001 - $15,000 | — | buy | — |
| house-8219288-ocr-59 | Dependent | ADI | — | 15000 | 1001 | ANALOG DEVICES, INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-58 | Dependent | ADBE | — | 15000 | 1001 | ADOBE INC CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-57 | Dependent | T | — | 15000 | 1001 | AT&T INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-56 | Dependent | HPQ | — | 15000 | 1001 | HP INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-55 | Dependent | NOW | — | 15000 | 1001 | SERVICENOW INC CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-54 | Dependent | CRM | — | 15000 | 1001 | SALESFORCE INC CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-53 | Dependent | PG | — | 15000 | 1001 | PROCTER & GAMBLE COMPANY (THE) CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-52 | Dependent | NKE | — | 15000 | 1001 | NIKE CLASS-B CMN CLASS B | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-51 | Dependent | LIN | — | 15000 | 1001 | LINDE PLC CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-508 | Spouse | — | — | 15000 | 1001 | SVB Financial Group CMN | Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-507 | Spouse | — | Partial Sale | 15000 | 1001 | SVB Financial Group CMN | Stock | $1,001 - $15,000 | 2022-11-01 | sell | 25 |
| house-8219288-ocr-506 | Spouse | CMCSA | — | 15000 | 1001 | Comcast Corporation CMN Class A Voting | Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-505 | Spouse | — | — | 15000 | 1001 | Fidelity Natl Info Svcs Inc CMN | Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-504 | Spouse | CMCSA | Partial Sale | 15000 | 1001 | Comcast Corporation CMN Class A Voting | Stock | $1,001 - $15,000 | 2022-11-01 | sell | 25 |
| house-8219288-ocr-503 | Spouse | FIS | — | 15000 | 1001 | FIDELITY NATL INFO SVCS INC CMN | Stock | $1,001 - $15,000 | 2022-11-01 | sell | 25 |
| house-8219288-ocr-502 | Spouse | GM | — | 15000 | 1001 | GENERAL MOTORS COMPANY CMN | Stock | $1,001 - $15,000 | 2022-11-10 | sell | 18 |
| house-8219288-ocr-501 | Spouse | KKR | — | 15000 | 1001 | KKR & CO. INC. CMN | Stock | $1,001 - $15,000 | 2022-11-10 | sell | 18 |
| house-8219288-ocr-500 | Spouse | AIG | — | 15000 | 1001 | AMERICAN INTL GROUP, INC. CMN | Stock | $1,001 - $15,000 | 2022-11-10 | sell | 18 |
| house-8219288-ocr-50 | Dependent | CAT | — | 15000 | 1001 | CATERPILLAR INC (DELAWARE) CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-5 | Dependent | WST | MBR Trust Partnership | 15000 | 1001 | WEST PHARMACEUTICAL SVCS INC | Stock | $1,001 - $15,000 | — | buy | — |
| house-8219288-ocr-499 | Spouse | KMX | — | 15000 | 1001 | CARMAX, INC. CMN | Stock | $1,001 - $15,000 | 2022-11-16 | buy | 14 |
| house-8219288-ocr-498 | Spouse | KMX | — | 15000 | 1001 | CARMAX, INC. CMN | Stock | $1,001 - $15,000 | 2022-11-08 | buy | 20 |
| house-8219288-ocr-497 | Spouse | — | — | 15000 | 1001 | FIRST REPUBLIC BANK CMN SERIES | Stock | $1,001 - $15,000 | 2022-11-07 | buy | 21 |
| house-8219288-ocr-496 | Spouse | KMX | — | 15000 | 1001 | CARMAX, INC. CMN | Stock | $1,001 - $15,000 | 2022-11-04 | buy | 22 |
| house-8219288-ocr-495 | Spouse | KMX | — | 15000 | 1001 | CARMAX, INC. CMN | Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-494 | Spouse | KMX | — | 15000 | 1001 | CARMAX, INC. CMN | Stock | $1,001 - $15,000 | 2022-11-07 | buy | 21 |
| house-8219288-ocr-493 | Spouse | — | — | 15000 | 1001 | FIRST REPUBLIC BANK CMN SERIES | Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-492 | Spouse | KMX | — | 15000 | 1001 | CARMAX, INC. CMN | Stock | $1,001 - $15,000 | 2022-11-28 | buy | 6 |
| house-8219288-ocr-491 | Spouse | — | — | 15000 | 1001 | FIRST REPUBLIC BANK CMN SERIES | Stock | $1,001 - $15,000 | 2022-11-01 | buy | 25 |
| house-8219288-ocr-490 | Spouse | — | — | 15000 | 1001 | EASTERN KY UNIV GEN RCPTS REV 5% 04/01/2 | Municipal Bond | $1,001 - $15,000 | 2022-11-23 | buy | 9 |
| house-8219288-ocr-49 | Dependent | UPS | — | 15000 | 1001 | UNITED PARCEL SERVICE, INC. CLASS B CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-489 | Spouse | — | — | 15000 | 1001 | AMES IOWA CMNTY SCH DIST GO 5% 06/01/23 | Municipal Bond | $1,001 - $15,000 | 2022-11-15 | buy | 15 |
| house-8219288-ocr-488 | Spouse | — | — | 50000 | 15001 | WISCONSIN ST GO 5% 05/01/32 MN | Municipal Bond | $15,001 - $50,000 | 2022-11-01 | buy | 25 |
| house-8219288-ocr-487 | Spouse | — | — | 50000 | 15001 | WEST VA PKWYS AUTH TPK TOLL REV 5% 06/0 | Municipal Bond | $15,001 - $50,000 | 2022-11-01 | buy | 25 |
| house-8219288-ocr-486 | Spouse | — | — | 50000 | 15001 | ST PETERSBURG FLA PUB SVC TAX REV 4% 10/ | Municipal Bond | $15,001 - $50,000 | 2022-11-01 | buy | 25 |
| house-8219288-ocr-485 | Spouse | — | — | 50000 | 15001 | WAUSAU WIS SWR SYS REV REV 4% 05/01/23 | Municipal Bond | $15,001 - $50,000 | 2022-11-04 | buy | 22 |
| house-8219288-ocr-484 | Spouse | — | — | 50000 | 15001 | TEXAS ST UNIV SYS FING REV REV 5% 03/15/23 | Municipal Bond | $15,001 - $50,000 | 2022-11-01 | buy | 25 |
| house-8219288-ocr-483 | Spouse | — | Ritu Ahuja 1995 Trust | 100000 | 50001 | Portland ORE SWR SYS REV REV 5.0000% 06/ | Municipal Bond | $50,001 - $100,000 | 2022-11-01 | buy | 25 |
| house-8219288-ocr-482 | Spouse | ACI | — | 15000 | 1001 | Albertsons Companies, Inc. CMN Class A | Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-481 | Spouse | XRAY | — | 15000 | 1001 | Dentsply Sirona Inc CMN | Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-480 | Spouse | SEDG | — | 15000 | 1001 | SolarEdge Technologies, Inc. CMN | Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-48 | Dependent | PLD | — | 15000 | 1001 | PROLOGIS INC CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-479 | Spouse | MKTX | — | 15000 | 1001 | MarketAxess Holdings Inc. CMN | Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-478 | Spouse | — | Partial Sale | 15000 | 1001 | Carlisle Companies Incorporate CMN | Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-477 | Spouse | — | — | 15000 | 1001 | Kohl's Corp (Wisconsin) CMN | Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-476 | Spouse | CLX | — | 15000 | 1001 | Clorox Co (The) (Delaware) CMN | Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-475 | Spouse | — | — | 15000 | 1001 | Horizon Therapeutics PLC CMN | Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-474 | Spouse | TYL | — | 15000 | 1001 | Tyler Technologies, Inc. CMN | Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-473 | Spouse | EPAM | — | 15000 | 1001 | EPAM Systems, Inc. CMN | Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-472 | Spouse | CHTR | — | 15000 | 1001 | Charter Communications, Inc. CMN | Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-471 | Spouse | VMC | Partial Sale | 15000 | 1001 | Vulcan Materials Co CMN | Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-470 | Spouse | FND | — | 15000 | 1001 | Floor & Decor Holdings, Inc. CMN Class A | Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-47 | Dependent | CSCO | — | 50000 | 15001 | CISCO SYSTEMS, INC. CMN | Common Stock | $15,001 - $50,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-469 | Spouse | CUBE | — | 15000 | 1001 | CubeSmart CMN | Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-468 | Spouse | KIM | — | 15000 | 1001 | Kimco Realty Corporation CMN | Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-467 | Spouse | AMCR | — | 15000 | 1001 | Amcor PLC CMN | Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-466 | Spouse | GNRC | — | 15000 | 1001 | Generac Holdings Inc. CMN | Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-465 | Spouse | LBTYA | — | 15000 | 1001 | Liberty Global, PLC. CMN Class C | Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-464 | Spouse | — | — | 15000 | 1001 | WestRock Company CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-463 | Spouse | EFX | — | 15000 | 1001 | Equifax Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-462 | Spouse | — | — | 15000 | 1001 | Life Storage Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-461 | Spouse | COO | — | 15000 | 1001 | Cooper Companies Inc (New) CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-460 | Spouse | PLUG | — | 15000 | 1001 | Plug Power Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-46 | Dependent | BRK-B | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | Berkshire Hathaway Inc. Class B | Common Stock | $15,001 - $50,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-459 | Spouse | RRX | — | 15000 | 1001 | Regal Rexnord Corp CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-458 | Spouse | FDX | — | 15000 | 1001 | FedEx Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-457 | Spouse | CCK | — | 15000 | 1001 | Crown Holdings Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-456 | Spouse | ELS | — | 15000 | 1001 | Equity Lifestyle Properties, I CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-455 | Spouse | ZBRA | — | 15000 | 1001 | Zebra Technologies Inc CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-454 | Spouse | LAMR | — | 15000 | 1001 | Lamar Advertising Company CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-453 | Spouse | STZ | — | 15000 | 1001 | Constellation Brands Inc CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-452 | Spouse | PINS | — | 15000 | 1001 | Pinterest Inc CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-451 | Spouse | VEEV | — | 15000 | 1001 | Veeva Systems Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-450 | Spouse | MDB | — | 15000 | 1001 | MongoDB, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-45 | Dependent | META | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | Meta Platforms Inc-Class A CMN Class A | Common Stock | $15,001 - $50,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-449 | Spouse | TER | — | 15000 | 1001 | Teradyne Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-448 | Spouse | BAX | — | 15000 | 1001 | Baxter International Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-447 | Spouse | KEYS | — | 15000 | 1001 | Keysight Technologies, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-446 | Spouse | — | — | 15000 | 1001 | U.S. Bancorp CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-445 | Spouse | EMR | — | 15000 | 1001 | Emerson Electric Co. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-444 | Spouse | BALL | — | 15000 | 1001 | Ball Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-443 | Spouse | WELL | — | 15000 | 1001 | Welltower Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-442 | Spouse | WDC | — | 15000 | 1001 | Western Digital Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-441 | Spouse | — | — | 15000 | 1001 | Fleetcor Technologies, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-440 | Spouse | CTSH | — | 15000 | 1001 | Cognizant Technology Solutions Corp C | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-44 | Dependent | QCOM | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | Qualcomm Inc CMN | Common Stock | $15,001 - $50,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-439 | Spouse | — | — | 15000 | 1001 | Laboratory Corporation of Amer CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-438 | Spouse | — | — | 15000 | 1001 | First Republic Bank CMN Series | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-437 | Spouse | MOS | — | 15000 | 1001 | Mosaic Company (The) CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-436 | Spouse | KR | — | 15000 | 1001 | Kroger Company CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-435 | Spouse | PTC | — | 15000 | 1001 | PTC Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-434 | Spouse | IRM | — | 15000 | 1001 | Iron Mountain Incorporated CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-433 | Spouse | LEA | — | 15000 | 1001 | Lear Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-432 | Spouse | URBN | — | 15000 | 1001 | Urban Outfitters Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-18 | sell | 12 |
| house-8219288-ocr-431 | Spouse | ENTG | — | 15000 | 1001 | Entegris, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-430 | Spouse | SNA | — | 15000 | 1001 | Snap-On Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-43 | Dependent | JPM | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | JPMorgan Chase & Co CMN | Common Stock | $15,001 - $50,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-429 | Spouse | TEAM | — | 15000 | 1001 | Atlassian Corporation PLC CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-428 | Spouse | EBAY | — | 15000 | 1001 | Ebay Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-427 | Spouse | WM | — | 15000 | 1001 | Waste Management Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-426 | Spouse | OTIS | — | 15000 | 1001 | Otis Worldwide Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-425 | Spouse | DBRG | — | 15000 | 1001 | Digitalbridge Group, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-424 | Spouse | WBD | — | 15000 | 1001 | Warner Bros Discovery Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-423 | Spouse | BRX | Exchange | 15000 | 1001 | Brixmor Property Group CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-422 | Spouse | CMG | — | 15000 | 1001 | Chipotle Mexican Grill, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-421 | Spouse | XYZ | — | 15000 | 1001 | Block, Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-420 | Spouse | — | — | 15000 | 1001 | SVB Financial Group CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-42 | Dependent | — | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | Mc Donalds Corp CMN | Common Stock | $15,001 - $50,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-419 | Spouse | LUV | — | 15000 | 1001 | Southwest Airlines Co CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-418 | Spouse | NSC | Partial Sale | 15000 | 1001 | Norfolk Southern Corp CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-417 | Spouse | — | — | 15000 | 1001 | Walgreens Boots Alliance, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-416 | Spouse | RF | — | 15000 | 1001 | Regions Financial Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-415 | Spouse | MTB | Partial Sale | 15000 | 1001 | M&T Bank Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-414 | Spouse | SUI | — | 15000 | 1001 | Sun Communities, Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-413 | Spouse | SNAP | — | 15000 | 1001 | Snap Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-412 | Spouse | MPWR | — | 15000 | 1001 | Monolithic Power Systems, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-411 | Spouse | BRO | — | 15000 | 1001 | Brown & Brown, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-410 | Spouse | EQIX | — | 15000 | 1001 | Equinix, Inc. REIT | REIT | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-41 | Dependent | V | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | Visa Inc. CMN Class A | Common Stock | $15,001 - $50,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-409 | Spouse | SWKS | — | 15000 | 1001 | Skyworks Solutions, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-408 | Spouse | MSCI | Partial Sale | 15000 | 1001 | MSCI Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-407 | Spouse | WDAY | — | 15000 | 1001 | Workday, Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-406 | Spouse | BKNG | — | 15000 | 1001 | Booking Holdings Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-405 | Spouse | — | — | 15000 | 1001 | Liberty Media Group Series C Liberty Media | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-404 | Spouse | URBN | — | 15000 | 1001 | Urban Outfitters Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-403 | Spouse | FOXA | — | 15000 | 1001 | Fox Corporation CMN Class B | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-402 | Spouse | ADSK | — | 15000 | 1001 | Autodesk, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-401 | Spouse | WAB | — | 15000 | 1001 | Westinghouse Air Brake Technol CMN | Common Stock | $1,001 - $15,000 | 2022-11-21 | sell | 11 |
| house-8219288-ocr-400 | Spouse | LYB | — | 15000 | 1001 | LyondellBasell Industries N.V. CMN Class | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-40 | Dependent | URBN | Partial Sale; Ahuja Grandchildren's Education Trust | 15000 | 1001 | Urban Outfitters Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-17 | sell | 13 |
| house-8219288-ocr-4 | Dependent | ADI | MBR Trust Partnership | 15000 | 1001 | ANALOG DEVICES INC | Stock | $1,001 - $15,000 | — | sell | — |
| house-8219288-ocr-399 | Spouse | LUMN | — | 15000 | 1001 | Lumen Technologies Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-398 | Spouse | SBAC | — | 15000 | 1001 | SBA Communications Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-397 | Spouse | NEM | — | 15000 | 1001 | Newmont Corp CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-396 | Spouse | INVH | — | 15000 | 1001 | Invitation Homes Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-395 | Spouse | KLAC | — | 15000 | 1001 | KLA Corp CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-394 | Spouse | MCHP | — | 15000 | 1001 | Microchip Technology Incorpora CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-393 | Spouse | URBN | — | 15000 | 1001 | Urban Outfitters Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-392 | Spouse | URBN | — | 15000 | 1001 | Urban Outfitters Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-01 | sell | 25 |
| house-8219288-ocr-391 | Spouse | DOW | — | 15000 | 1001 | Dow Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-390 | Spouse | CCL | — | 15000 | 1001 | Carnival Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-39 | Dependent | KKR | Partial Sale; Ahuja Grandchildren's Education Trust | 15000 | 1001 | KKR & Co. Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-10 | sell | 18 |
| house-8219288-ocr-389 | Spouse | SNPS | — | 15000 | 1001 | Synopsys Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-388 | Spouse | URBN | — | 15000 | 1001 | Urban Outfitters Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-11 | sell | 17 |
| house-8219288-ocr-387 | Spouse | URBN | — | 15000 | 1001 | Urban Outfitters Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-15 | sell | 15 |
| house-8219288-ocr-386 | Spouse | T | — | 15000 | 1001 | AT&T Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-21 | sell | 11 |
| house-8219288-ocr-385 | Spouse | LIN | — | 15000 | 1001 | Linde PLC CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-384 | Spouse | — | — | 15000 | 1001 | IAC Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-383 | Spouse | URBN | — | 15000 | 1001 | Urban Outfitters Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-10 | sell | 18 |
| house-8219288-ocr-382 | Spouse | MRK | — | 15000 | 1001 | Merck & Co., Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-01 | sell | 25 |
| house-8219288-ocr-381 | Spouse | CDNS | — | 15000 | 1001 | Cadence Design Systems Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-380 | Spouse | URBN | — | 50000 | 15001 | Urban Outfitters Inc CMN | Common Stock | $15,001 - $50,000 | 2022-11-17 | sell | 13 |
| house-8219288-ocr-38 | Dependent | AIG | Capital Gain; Partial Sale; Ahuja Grandchildren's Education Trust | 15000 | 1001 | American Intl Group, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-10 | sell | 18 |
| house-8219288-ocr-379 | Spouse | FOXA | — | 50000 | 15001 | Fox Corporation CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-378 | Spouse | FCX | — | 50000 | 15001 | Freeport-McMoran Inc CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-377 | Spouse | — | — | 50000 | 15001 | Becton, Dickinson and Company CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-376 | Spouse | CME | — | 50000 | 15001 | CME Group Inc. CMN Class A | Common Stock | $15,001 - $50,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-375 | Spouse | MLM | — | 50000 | 15001 | Martin Marietta Materials, Inc CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-374 | Spouse | REGN | — | 50000 | 15001 | Regeneron Pharmaceutical Inc CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-373 | Spouse | ICE | — | 50000 | 15001 | Intercontinental Exchange Inc CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-372 | Spouse | WAB | — | 50000 | 15001 | Westinghouse Air Brake Technol CMN | Common Stock | $15,001 - $50,000 | 2022-11-17 | sell | 13 |
| house-8219288-ocr-371 | Spouse | DIS | — | 50000 | 15001 | Walt Disney Company (The) CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-370 | Spouse | MRK | — | 50000 | 15001 | Merck & Co., Inc. CMN | Common Stock | $15,001 - $50,000 | 2022-11-17 | sell | 13 |
| house-8219288-ocr-37 | Dependent | — | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Elanco Animal Health Incorpora CMN | Common Stock | $1,001 - $15,000 | 2022-11-15 | buy | 15 |
| house-8219288-ocr-369 | Spouse | AVB | — | 50000 | 15001 | Avalonbay Communities Inc CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-368 | Spouse | MMM | — | 50000 | 15001 | 3M Company CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-367 | Spouse | TMO | — | 50000 | 15001 | Thermo Fisher Scientific Inc CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-366 | Spouse | MTCH | — | 50000 | 15001 | Match Group, Inc. CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-365 | Spouse | — | — | 50000 | 15001 | Activision Blizzard, Inc CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-364 | Spouse | BAC | Capital Gain over $200; Partial Sale | 50000 | 15001 | Bank of America Corp CMN | Stock | $15,001 - $50,000 | 2022-11-15 | sell | 15 |
| house-8219288-ocr-363 | Spouse | TFC | Partial Sale | 50000 | 15001 | Truist Financial Corporation CMN | Stock | $15,001 - $50,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-362 | Spouse | INTC | Partial Sale | 50000 | 15001 | Intel Corporation CMN | Stock | $15,001 - $50,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-361 | Spouse | ADI | Partial Sale | 50000 | 15001 | Analog Devices, Inc. CMN | Stock | $15,001 - $50,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-360 | Spouse | PFE | Partial Sale | 50000 | 15001 | Pfizer Inc. CMN | Stock | $15,001 - $50,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-36 | Dependent | SSNC | Ahuja Grandchildren's Education Trust | 15000 | 1001 | SS&C Technologies Holdings, Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-17 | buy | 13 |
| house-8219288-ocr-359 | Spouse | PM | — | 50000 | 15001 | Philip Morris Intl Inc CMN | Stock | $15,001 - $50,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-358 | Spouse | V | Partial Sale | 100000 | 50001 | Visa Inc. CMN Class A | Stock | $50,001 - $100,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-357 | Spouse | TSLA | Partial Sale | 100000 | 50001 | Tesla, Inc. CMN | Stock | $50,001 - $100,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-356 | Spouse | BRK-B | Capital Gain over $200; Partial Sale | 100000 | 50001 | Berkshire Hathaway Inc. Class B | Stock | $50,001 - $100,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-355 | Spouse | AMZN | Partial Sale | 100000 | 50001 | Amazon.com Inc CMN | Stock | $50,001 - $100,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-354 | Spouse | AAPL | Partial Sale | 250000 | 100001 | Apple Inc. CMN | Stock | $100,001 - $250,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-353 | Spouse | MSFT | Partial Sale | 250000 | 100001 | Microsoft Corporation CMN | Stock | $100,001 - $250,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-352 | Spouse | XSP | — | 15000 | 1001 | PUT/XSP @ 375 EXP 01/06/2023 | Option | $1,001 - $15,000 | 2022-11-22 | sell | 10 |
| house-8219288-ocr-351 | Spouse | XSP | — | 15000 | 1001 | PUT/XSP @ 335 EXP 01/31/2023 | Option | $1,001 - $15,000 | 2022-11-07 | sell | 21 |
| house-8219288-ocr-350 | Spouse | XSP | — | 15000 | 1001 | PUT/XSP @ 325 EXP 01/31/2023 | Option | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-35 | Dependent | DHR | Partial Sale | 15000 | 1001 | Danaher Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-349 | Spouse | XSP | — | 15000 | 1001 | PUT/XSP @ 345 EXP 02/17/2023 | Option | $1,001 - $15,000 | 2022-11-03 | sell | 23 |
| house-8219288-ocr-348 | Spouse | XSP | — | 15000 | 1001 | PUT/XSP @ 380 EXP 11/04/2022 | Option | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-347 | Spouse | VTR | — | 15000 | 1001 | Ventas, Inc. CMN | Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-346 | Spouse | NWL | — | 15000 | 1001 | Newell Brands Inc CMN | Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-345 | Spouse | NET | — | 15000 | 1001 | Cloudflare, Inc. CMN Class A | Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-344 | Spouse | COHR | — | 15000 | 1001 | COHERENT CORP CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-343 | Spouse | RITM | — | 15000 | 1001 | RITHM CAPITAL CORP CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-342 | Spouse | ABNB | — | 15000 | 1001 | AIRBNB, INC. CMN CLASS A | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-341 | Spouse | BIIB | — | 15000 | 1001 | BIOGEN INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-340 | Spouse | PH | — | 15000 | 1001 | PARKER-HANNIFIN CORP. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-34 | Dependent | — | — | 15000 | 1001 | SVB Financial Group CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-339 | Spouse | ARE | — | 15000 | 1001 | ALEXANDRIA REAL ESTATE EQUITIES, INC. | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-338 | Spouse | ENPH | — | 15000 | 1001 | ENPHASE ENERGY, INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-337 | Spouse | HUBS | — | 15000 | 1001 | HUBSPOT INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-336 | Spouse | HR | — | 15000 | 1001 | HEALTHCARE REALTY TRUST INC CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-335 | Spouse | CF | — | 15000 | 1001 | CF INDUSTRIES HOLDINGS, INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-334 | Spouse | MAT | — | 15000 | 1001 | MATTEL, INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-333 | Spouse | — | — | 15000 | 1001 | ALTERYX, INC. CMN CLASS A | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-332 | Spouse | LVS | — | 15000 | 1001 | LAS VEGAS SANDS CORP. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-331 | Spouse | — | — | 15000 | 1001 | ADVANCED DRAIN SYS INC CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-330 | Spouse | ESTC | — | 15000 | 1001 | ELASTIC N.V. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-33 | Dependent | — | — | 15000 | 1001 | Fidelity Natl Info Svcs Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-329 | Spouse | HOG | — | 15000 | 1001 | HARLEY-DAVIDSON INC CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-328 | Spouse | FMC | — | 15000 | 1001 | FMC CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-327 | Spouse | VNO | — | 15000 | 1001 | VORNADO REALTY TRUST CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-326 | Spouse | BIO | — | 15000 | 1001 | BIO-RAD LABORATORIES, INC CMN CLASS A | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-325 | Spouse | FTNT | — | 15000 | 1001 | FORTINET, INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-324 | Spouse | MCK | — | 15000 | 1001 | MCKESSON CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-323 | Spouse | ULTA | — | 15000 | 1001 | ULTA BEAUTY INC CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-322 | Spouse | JLL | — | 15000 | 1001 | JONES LANG LASALLE INCORPORATE CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-321 | Spouse | — | — | 15000 | 1001 | UNITED STATES STEEL CORP CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-320 | Spouse | WST | — | 15000 | 1001 | WEST PHARMACEUTICAL SERVICES INC | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-32 | Dependent | CMCSA | — | 15000 | 1001 | Comcast Corporation CMN Class A Voting | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-319 | Spouse | — | — | 15000 | 1001 | CATALENT, INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-318 | Spouse | ESS | — | 15000 | 1001 | ESSEX PROPERTY TRUST INC CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-317 | Spouse | ABBV | — | 15000 | 1001 | ABBVIE INC CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-316 | Spouse | CPRI | — | 15000 | 1001 | CAPRI HOLDINGS LIMITED CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-315 | Spouse | AA | — | 15000 | 1001 | ALCOA CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-314 | Spouse | U | — | 15000 | 1001 | UNITY SOFTWARE INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-313 | Spouse | DD | — | 15000 | 1001 | DUPONT DE NEMOURS INC CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-312 | Spouse | CHPT | — | 15000 | 1001 | CHARGEPOINT HOLDINGS INC CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-311 | Spouse | CC | — | 15000 | 1001 | CHEMOURS COMPANY (THE) CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-310 | Spouse | KRC | — | 15000 | 1001 | KILROY REALTY CORPORATION COMMON STOCK | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-31 | Dependent | — | Partial Sale | 15000 | 1001 | SVB Financial Group CMN | Common Stock | $1,001 - $15,000 | 2022-11-01 | sell | 25 |
| house-8219288-ocr-309 | Spouse | RIVN | — | 15000 | 1001 | RIVIAN AUTOMOTIVE INC CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-308 | Spouse | — | — | 15000 | 1001 | PERKINELMER, INC CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-307 | Spouse | CCI | — | 15000 | 1001 | CROWN CASTLE INTL CORP CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-306 | Spouse | EXPE | — | 15000 | 1001 | EXPEDIA GROUP INC CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-305 | Spouse | — | — | 15000 | 1001 | VMWARE, INC. CMN CLASS A | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-304 | Spouse | ALB | — | 15000 | 1001 | Albemarle Corp CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-303 | Spouse | W | — | 15000 | 1001 | Wayfair Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-302 | Spouse | PSA | — | 15000 | 1001 | Public Storage CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-301 | Spouse | CRWD | — | 15000 | 1001 | Crowdstrike Holdings, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-300 | Spouse | GLW | — | 15000 | 1001 | Corning Incorporated CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-30 | Dependent | CMCSA | Partial Sale | 15000 | 1001 | Comcast Corporation CMN Class A Voting | Common Stock | $1,001 - $15,000 | 2022-11-01 | sell | 25 |
| house-8219288-ocr-3 | Dependent | BX | MBR Trust Partnership | 15000 | 1001 | BLACKSTONE INC | Stock | $1,001 - $15,000 | — | sell | — |
| house-8219288-ocr-299 | Spouse | — | — | 15000 | 1001 | Bill.com Holdings, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-298 | Spouse | GWW | — | 15000 | 1001 | W.W. Grainger Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-297 | Spouse | TECH | — | 15000 | 1001 | Bio Techne Corp CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-296 | Spouse | SNOW | — | 15000 | 1001 | Snowflake Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-295 | Spouse | JBL | — | 15000 | 1001 | Jabil Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-294 | Spouse | EA | — | 15000 | 1001 | Electronic Arts CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-293 | Spouse | NUE | — | 15000 | 1001 | Nucor Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-292 | Spouse | CTVA | — | 15000 | 1001 | Corteva, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-08 | buy | 20 |
| house-8219288-ocr-291 | Spouse | ORCL | — | 15000 | 1001 | Oracle Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-290 | Spouse | — | — | 15000 | 1001 | D.R. Horton, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-29 | Dependent | FIS | Partial Sale | 15000 | 1001 | Fidelity Natl Info Svcs Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-01 | sell | 25 |
| house-8219288-ocr-289 | Spouse | ON | — | 15000 | 1001 | ON Semiconductor Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-288 | Spouse | ZS | — | 15000 | 1001 | Zscaler, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-287 | Spouse | CHWY | — | 15000 | 1001 | Chewy Inc CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-286 | Spouse | STLD | — | 15000 | 1001 | Steel Dynamics, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-285 | Spouse | — | — | 15000 | 1001 | Sealed Air Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-284 | Spouse | MU | — | 15000 | 1001 | Micron Technology, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-283 | Spouse | GPC | — | 15000 | 1001 | Genuine Parts Co. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-282 | Spouse | MSI | — | 15000 | 1001 | Motorola Solutions Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-281 | Spouse | — | — | 15000 | 1001 | Northeast WIS Technical GO 4% 04/01/23 | Bond | $1,001 - $15,000 | 2022-11-23 | buy | 9 |
| house-8219288-ocr-280 | Spouse | SSNC | — | 15000 | 1001 | SS&C Technologies Holdings, IN CMN | Common Stock | $1,001 - $15,000 | 2022-11-21 | buy | 11 |
| house-8219288-ocr-28 | Dependent | APTV | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | APTIV PLC CMN | Common Stock | $1,001 - $15,000 | 2022-11-04 | sell | 22 |
| house-8219288-ocr-279 | Spouse | PHM | — | 15000 | 1001 | Pultegroup Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-278 | Spouse | PANW | — | 15000 | 1001 | Palo Alto Networks Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-277 | Spouse | DDOG | — | 15000 | 1001 | Datadog, Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-276 | Spouse | — | — | 15000 | 1001 | Abiomed, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-275 | Spouse | DASH | — | 15000 | 1001 | DoorDash Inc CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-274 | Spouse | LEN | — | 15000 | 1001 | Lennar Corporation CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-273 | Spouse | — | — | 15000 | 1001 | Boston Properties, Inc. Common Stock | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-272 | Spouse | AMD | — | 15000 | 1001 | Advanced Micro Devices, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-271 | Spouse | NTAP | — | 15000 | 1001 | NetApp, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-270 | Spouse | — | — | 15000 | 1001 | ANSYS, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-27 | Dependent | GM | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | GENERAL MOTORS COMPANY CMN | Common Stock | $1,001 - $15,000 | 2022-11-10 | sell | 18 |
| house-8219288-ocr-269 | Spouse | CSX | — | 15000 | 1001 | CSX Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-268 | Spouse | CBRE | — | 15000 | 1001 | CBRE Group, Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-267 | Spouse | LKQ | — | 15000 | 1001 | LKQ Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-266 | Spouse | EL | — | 15000 | 1001 | Estee Lauder Cos Inc Cl-A CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-265 | Spouse | AXP | — | 15000 | 1001 | American Express Co. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-264 | Spouse | CB | — | 15000 | 1001 | Chubb Limited CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-263 | Spouse | — | — | 15000 | 1001 | Sensata Technologies Holding P CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-262 | Spouse | POOL | — | 15000 | 1001 | Pool Corp CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-261 | Spouse | MELI | — | 15000 | 1001 | MercadoLibre, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-260 | Spouse | DELL | — | 15000 | 1001 | Dell Technologies Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-26 | Dependent | CVS | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | CVS HEALTH CORP CMN | Common Stock | $1,001 - $15,000 | 2022-11-04 | sell | 22 |
| house-8219288-ocr-259 | Spouse | — | — | 15000 | 1001 | Seagate Technology Holdin PLC CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-258 | Spouse | EXR | — | 15000 | 1001 | Extra Space Storage Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-257 | Spouse | MAR | — | 15000 | 1001 | Marriott International, Inc CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-256 | Spouse | SSNC | — | 15000 | 1001 | SS&C Technologies Holdings, IN CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-255 | Spouse | ROP | — | 15000 | 1001 | Roper Technologies Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-254 | Spouse | WY | — | 15000 | 1001 | Weyerhaeuser Company CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-253 | Spouse | SSNC | — | 15000 | 1001 | SS&C Technologies Holdings, IN CMN | Common Stock | $1,001 - $15,000 | 2022-11-17 | buy | 13 |
| house-8219288-ocr-252 | Spouse | SSNC | — | 15000 | 1001 | SS&C Technologies Holdings, IN CMN | Common Stock | $1,001 - $15,000 | 2022-11-10 | buy | 18 |
| house-8219288-ocr-251 | Spouse | DLR | — | 15000 | 1001 | Digital Realty Trust, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-250 | Spouse | SSNC | — | 15000 | 1001 | SS&C Technologies Holdings, IN CMN | Common Stock | $1,001 - $15,000 | 2022-11-28 | buy | 6 |
| house-8219288-ocr-25 | Dependent | KKR | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | KKR & CO. INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-10 | sell | 18 |
| house-8219288-ocr-249 | Spouse | SSNC | — | 15000 | 1001 | SS&C Technologies Holdings, IN CMN | Common Stock | $1,001 - $15,000 | 2022-11-15 | buy | 15 |
| house-8219288-ocr-248 | Spouse | BSX | — | 15000 | 1001 | Boston Scientific Corp. Common Stock | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-247 | Spouse | IQV | — | 15000 | 1001 | IQVIA Holdings Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-246 | Spouse | — | — | 15000 | 1001 | Elanco Animal Health Incorpora CMN | Common Stock | $1,001 - $15,000 | 2022-11-29 | buy | 5 |
| house-8219288-ocr-245 | Spouse | EQR | — | 15000 | 1001 | Equity Residential CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-244 | Spouse | APD | — | 15000 | 1001 | AIR PRODUCTS & CHEMICALS INC CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-243 | Spouse | SHW | — | 15000 | 1001 | SHERWIN-WILLIAMS CO CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-242 | Spouse | AZO | — | 15000 | 1001 | AUTOZONE, INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-241 | Spouse | ELAN | — | 15000 | 1001 | ELANCO ANIMAL HEALTH INCORPORA CMN | Common Stock | $1,001 - $15,000 | 2022-11-22 | buy | 10 |
| house-8219288-ocr-240 | Spouse | ELAN | — | 15000 | 1001 | ELANCO ANIMAL HEALTH INCORPORA CMN | Common Stock | $1,001 - $15,000 | 2022-11-30 | buy | 4 |
| house-8219288-ocr-24 | Dependent | AIG | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | AMERICAN INTL GROUP, INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-10 | sell | 18 |
| house-8219288-ocr-239 | Spouse | PRU | — | 15000 | 1001 | PRUDENTIAL FINANCIAL INC CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-238 | Spouse | EW | — | 15000 | 1001 | EDWARDS LIFESCIENCES CORPORATI CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-237 | Spouse | SSNC | — | 15000 | 1001 | SS&C TECHNOLOGIES HOLDINGS, IN CMN | Common Stock | $1,001 - $15,000 | 2022-11-07 | buy | 21 |
| house-8219288-ocr-236 | Spouse | — | — | 50000 | 15001 | WEST VA PKWYS AUTH TPK TOLL REV 5% 06/01 | Bond | $15,001 - $50,000 | 2022-11-15 | buy | 15 |
| house-8219288-ocr-235 | Spouse | ETSY | — | 50000 | 15001 | ETSY, INC. CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-234 | Spouse | GM | — | 50000 | 15001 | GENERAL MOTORS COMPANY CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-233 | Spouse | HPE | — | 50000 | 15001 | HEWLETT PACKARD ENTERPRISE CO CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-232 | Spouse | NOW | — | 50000 | 15001 | SERVICENOW INC CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-231 | Spouse | TMO | — | 50000 | 15001 | THERMO FISHER SCIENTIFIC INC CMN | Common Stock | $15,001 - $50,000 | 2022-11-30 | buy | 4 |
| house-8219288-ocr-230 | Spouse | APTV | — | 50000 | 15001 | APTIV PLC CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-23 | Dependent | AAPL | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | APPLE INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-04 | sell | 22 |
| house-8219288-ocr-229 | Spouse | — | — | 50000 | 15001 | CLARK CNTY NEV WTR RECLAMATION DB 5.000 | Bond | $15,001 - $50,000 | 2022-11-04 | buy | 22 |
| house-8219288-ocr-228 | Spouse | AMAT | — | 50000 | 15001 | APPLIED MATERIALS INC CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-227 | Spouse | QCOM | — | 50000 | 15001 | QUALCOMM INC CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-226 | Spouse | ELAN | — | 50000 | 15001 | ELANCO ANIMAL HEALTH INCORPORA CMN | Common Stock | $15,001 - $50,000 | 2022-11-16 | buy | 14 |
| house-8219288-ocr-225 | Spouse | T | — | 50000 | 15001 | AT&T INC. CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-224 | Spouse | ELAN | — | 50000 | 15001 | ELANCO ANIMAL HEALTH INCORPORA CMN | Common Stock | $15,001 - $50,000 | 2022-11-15 | buy | 15 |
| house-8219288-ocr-223 | Spouse | VZ | — | 50000 | 15001 | VERIZON COMMUNICATIONS, INC. CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-222 | Spouse | AMT | — | 50000 | 15001 | AMERICAN TOWER CORPORATION CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-221 | Spouse | HPQ | — | 50000 | 15001 | HP INC. CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-220 | Spouse | UNP | — | 50000 | 15001 | UNION PACIFIC CORP. CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-22 | Dependent | TMUS | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | T-MOBILE US, INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-01 | buy | 25 |
| house-8219288-ocr-219 | Spouse | ADBE | — | 50000 | 15001 | ADOBE INC CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-218 | Spouse | CMCSA | — | 50000 | 15001 | COMCAST CORPORATION CMN CLASS A VOTING | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-217 | Spouse | CAT | — | 50000 | 15001 | CATERPILLAR INC (DELAWARE) CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-216 | Spouse | NKE | — | 50000 | 15001 | NIKE CLASS-B CMN CLASS B | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-215 | Spouse | ABT | — | 50000 | 15001 | ABBOTT LABORATORIES CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-214 | Spouse | UPS | — | 50000 | 15001 | UNITED PARCEL SERVICE, INC. CLASS B COMMON | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-213 | Spouse | CSCO | — | 50000 | 15001 | CISCO SYSTEMS, INC. CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-212 | Spouse | CRM | — | 50000 | 15001 | SALESFORCE INC CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-211 | Spouse | SPGI | — | 50000 | 15001 | S&P GLOBAL INC. CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-210 | Spouse | COST | — | 50000 | 15001 | COSTCO WHOLESALE CORPORATION CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-21 | Dependent | KMX | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | CARMAX, INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-08 | buy | 20 |
| house-8219288-ocr-209 | Spouse | META | — | 50000 | 15001 | META PLATFORMS INC-CLASS A CMN CLASS A | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-208 | Spouse | ACN | — | 50000 | 15001 | ACCENTURE PLC CMN CLASS A | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-207 | Spouse | NVDA | — | 50000 | 15001 | NVIDIA CORPORATION CMN | Common Stock | $15,001 - $50,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-206 | Spouse | BAC | — | 100000 | 50001 | BANK OF AMERICA CORP CMN | Common Stock | $50,001 - $100,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-205 | Spouse | JPM | — | 100000 | 50001 | JPMORGAN CHASE & CO CMN | Common Stock | $50,001 - $100,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-204 | Spouse | MA | Ritu Ahuja 1994 Trust | 100000 | 50001 | Mastercard Incorporated CMN Class A | Common Stock | $50,001 - $100,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-203 | Spouse | GOOGL | Ritu Ahuja 1994 Trust | 100000 | 50001 | Alphabet Inc. CMN Class A | Common Stock | $50,001 - $100,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-202 | Spouse | — | Ritu Ahuja Declaration of Trust | 15000 | 1001 | Hempstead Town N Y GO 5% 03/01/29 MS | Municipal Bond | $1,001 - $15,000 | 2022-11-15 | buy | 15 |
| house-8219288-ocr-201 | Dependent | ADSK | Partial Sale | 15000 | 1001 | Autodesk, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-200 | Dependent | OKTA | — | 15000 | 1001 | Okta, Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-20 | Dependent | KMX | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | CARMAX, INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-16 | buy | 14 |
| house-8219288-ocr-2 | Dependent | AMZN | MBR Trust Partnership | 15000 | 1001 | AMAZON COM INC | Stock | $1,001 - $15,000 | — | buy | — |
| house-8219288-ocr-199 | Dependent | — | — | 15000 | 1001 | SVB Financial Group CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-198 | Dependent | PAG | Partial Sale | 15000 | 1001 | Penske Automotive Group, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-197 | Dependent | — | — | 15000 | 1001 | First Republic Bank CMN Series | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-196 | Dependent | IP | — | 15000 | 1001 | International Paper Co. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-195 | Dependent | MKTX | — | 15000 | 1001 | MarketAxess Holdings Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-194 | Dependent | SWKS | — | 15000 | 1001 | Skyworks Solutions, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-193 | Dependent | CHH | — | 15000 | 1001 | Choice Hotels International, I CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-192 | Dependent | — | Partial Sale | 15000 | 1001 | Brown Forman Corp CL B CMN Class B | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-191 | Dependent | — | — | 15000 | 1001 | New York Times Co.A CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-190 | Dependent | ARE | — | 15000 | 1001 | Alexandria Real Estate Equities, Inc. | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-19 | Dependent | — | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | FIRST REPUBLIC BANK CMN SERIES | Common Stock | $1,001 - $15,000 | 2022-11-07 | buy | 21 |
| house-8219288-ocr-189 | Dependent | PSA | — | 15000 | 1001 | Public Storage CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-188 | Dependent | — | — | 15000 | 1001 | Signature Bank (New York) CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-187 | Dependent | WELL | — | 15000 | 1001 | Welltower Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-186 | Dependent | TER | — | 15000 | 1001 | Teradyne Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-185 | Dependent | EFX | — | 15000 | 1001 | Equifax Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-184 | Dependent | — | — | 15000 | 1001 | Westrock Company CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-183 | Dependent | BRO | — | 15000 | 1001 | Brown & Brown, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-182 | Dependent | IR | — | 15000 | 1001 | Ingersoll Rand Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-181 | Dependent | FMC | — | 15000 | 1001 | FMC Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-180 | Dependent | CHD | — | 15000 | 1001 | Church & Dwight Co., Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-18 | Dependent | KMX | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | CARMAX, INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-04 | buy | 22 |
| house-8219288-ocr-179 | Dependent | SIRI | — | 15000 | 1001 | Sirius XM Holdings Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-178 | Dependent | DLR | — | 15000 | 1001 | Digital Realty Trust, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-177 | Dependent | IDXX | — | 15000 | 1001 | Idexx Laboratories CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-176 | Dependent | GLW | — | 15000 | 1001 | Corning Incorporated CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-175 | Dependent | BALL | — | 15000 | 1001 | Ball Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-174 | Dependent | CTSH | — | 15000 | 1001 | Cognizant Technology Solutions Corp C | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-173 | Dependent | LUV | — | 15000 | 1001 | Southwest Airlines Co CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-172 | Dependent | MRNA | — | 15000 | 1001 | Moderna, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-171 | Dependent | FOXA | — | 15000 | 1001 | Fox Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-170 | Dependent | STZ | — | 15000 | 1001 | Constellation Brands Inc CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-17 | Dependent | KMX | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | CARMAX, INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-03 | buy | 23 |
| house-8219288-ocr-169 | Dependent | PHM | — | 15000 | 1001 | Pultegroup Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-168 | Dependent | AVY | — | 15000 | 1001 | Avery Dennison Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-167 | Dependent | CCL | — | 15000 | 1001 | Carnival Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-166 | Dependent | PPG | Partial Sale | 15000 | 1001 | PPG Industries, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-165 | Dependent | GWW | Partial Sale | 15000 | 1001 | W.W. Grainger Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-164 | Dependent | BAX | — | 15000 | 1001 | Baxter International Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-163 | Dependent | HSY | Capital Gain over $200 | 15000 | 1001 | The Hershey Company CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-162 | Dependent | CBRE | — | 15000 | 1001 | CBRE Group, Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-161 | Dependent | MTB | Partial Sale | 15000 | 1001 | M&T Bank Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-160 | Dependent | IFF | — | 15000 | 1001 | Intl. Flavors & Fragrance CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-16 | Dependent | KMX | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | CARMAX, INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-07 | buy | 21 |
| house-8219288-ocr-159 | Dependent | TRU | — | 15000 | 1001 | TransUnion CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-158 | Dependent | C | — | 15000 | 1001 | Citigroup Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-157 | Dependent | NSC | Partial Sale | 15000 | 1001 | Norfolk Southern Corp CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-156 | Dependent | NTRS | — | 15000 | 1001 | Northern Trust Corp CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-155 | Dependent | AMD | Partial Sale | 15000 | 1001 | Advanced Micro Devices, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-154 | Dependent | AMT | — | 15000 | 1001 | American Tower Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-153 | Dependent | CMG | Partial Sale | 15000 | 1001 | Chipotle Mexican Grill, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-152 | Dependent | — | — | 15000 | 1001 | ANSYS, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-151 | Dependent | AMAT | Partial Sale | 15000 | 1001 | Applied Materials Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-150 | Dependent | MCHP | Partial Sale | 15000 | 1001 | Microchip Technology Incorpora CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-15 | Dependent | — | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | FIRST REPUBLIC BANK CMN SERIES | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-149 | Dependent | CSX | Partial Sale | 15000 | 1001 | CSX Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-148 | Dependent | LUMN | — | 15000 | 1001 | Lumen Technologies Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-147 | Dependent | CDNS | — | 15000 | 1001 | Cadence Design Systems Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-146 | Dependent | — | — | 15000 | 1001 | Moody's Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-145 | Dependent | EA | — | 15000 | 1001 | Electronic Arts CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-144 | Dependent | INVH | — | 15000 | 1001 | Invitation Homes Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-143 | Dependent | MRK | — | 15000 | 1001 | Merck & Co., Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-142 | Dependent | EQIX | — | 15000 | 1001 | Equinix, Inc. REIT | REIT | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-141 | Dependent | FISV | — | 15000 | 1001 | Fiserv, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-140 | Dependent | ADM | — | 15000 | 1001 | Archer-Daniels-Midland Company CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-14 | Dependent | KMX | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | CARMAX, INC. CMN | Common Stock | $1,001 - $15,000 | 2022-11-28 | buy | 6 |
| house-8219288-ocr-139 | Dependent | HD | — | 15000 | 1001 | The Home Depot, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-138 | Dependent | DOW | — | 15000 | 1001 | Dow Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-137 | Dependent | KLAC | — | 15000 | 1001 | KLA Corp CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-136 | Dependent | KEY | — | 15000 | 1001 | Keycorp CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-135 | Dependent | SBAC | — | 15000 | 1001 | SBA Communications Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-134 | Dependent | WM | — | 15000 | 1001 | Waste Management Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-133 | Dependent | MMM | — | 15000 | 1001 | 3M Company CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-132 | Dependent | PCAR | — | 15000 | 1001 | Paccar Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-131 | Dependent | GIS | — | 15000 | 1001 | General Mills Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-130 | Dependent | TSLA | — | 50000 | 15001 | Tesla, Inc. CMN | Common Stock | $15,001 - $50,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-13 | Dependent | — | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | LINCOLN NATIONAL CORPORATION HYBRID PE | Common Stock | $1,001 - $15,000 | 2022-11-15 | buy | 15 |
| house-8219288-ocr-129 | Dependent | INTC | — | 50000 | 15001 | Intel Corporation CMN | Common Stock | $15,001 - $50,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-128 | Dependent | UNP | — | 50000 | 15001 | Union Pacific Corp. CMN | Common Stock | $15,001 - $50,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-127 | Dependent | AMZN | — | 50000 | 15001 | Amazon.com Inc CMN | Common Stock | $15,001 - $50,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-126 | Dependent | COST | — | 50000 | 15001 | Costco Wholesale Corporation CMN | Common Stock | $15,001 - $50,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-125 | Dependent | AAPL | — | 50000 | 15001 | Apple Inc. CMN | Common Stock | $15,001 - $50,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-124 | Dependent | MSFT | — | 50000 | 15001 | Microsoft Corporation CMN | Common Stock | $15,001 - $50,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-123 | Dependent | GOOGL | — | 100000 | 50001 | Alphabet Inc. CMN Class A | Common Stock | $50,001 - $100,000 | 2022-11-02 | sell | 24 |
| house-8219288-ocr-122 | Dependent | LCID | — | — | — | Lucid Group Inc CMN | Common Stock | — | 2022-11-02 | buy | 24 |
| house-8219288-ocr-121 | Dependent | MAT | — | 15000 | 1001 | Mattel, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-120 | Dependent | — | — | 15000 | 1001 | Willscot Mobile Mini Holdings CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-12 | Dependent | — | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | FIRST REPUBLIC BANK CMN SERIES | Common Stock | $1,001 - $15,000 | 2022-11-01 | buy | 25 |
| house-8219288-ocr-119 | Dependent | TJX | — | 15000 | 1001 | TJX Companies Inc (New) CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-118 | Dependent | DASH | — | 15000 | 1001 | DoorDash Inc CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-117 | Dependent | BLDR | — | 15000 | 1001 | Builders Firstsource, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-116 | Dependent | DD | — | 15000 | 1001 | DuPont de Nemours Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-115 | Dependent | NET | — | 15000 | 1001 | Cloudflare, Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-114 | Dependent | DG | — | 15000 | 1001 | Dollar General Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-113 | Dependent | LKQ | — | 15000 | 1001 | LKQ Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-112 | Dependent | DELL | — | 15000 | 1001 | Dell Technologies Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-111 | Dependent | ALB | — | 15000 | 1001 | Albemarle Corp CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-110 | Dependent | ACN | — | 15000 | 1001 | Accenture PLC CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-11 | Dependent | PG | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | PROCTER & GAMBLE COMPANY (THE) CMN | Common Stock | $1,001 - $15,000 | 2022-11-04 | buy | 22 |
| house-8219288-ocr-109 | Dependent | MNST | — | 15000 | 1001 | Monster Beverage Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-108 | Dependent | WMT | — | 15000 | 1001 | Walmart Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-107 | Dependent | — | — | 15000 | 1001 | Pure Storage Inc CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-106 | Dependent | ENPH | — | 15000 | 1001 | Enphase Energy, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-105 | Dependent | CHPT | — | 15000 | 1001 | ChargePoint Holdings Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-104 | Dependent | DDOG | — | 15000 | 1001 | Datadog, Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-103 | Dependent | GTM | — | 15000 | 1001 | ZoomInfo Technologies Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-102 | Dependent | FDX | — | 15000 | 1001 | FedEx Corporation CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-101 | Dependent | MDLZ | — | 15000 | 1001 | Mondelez International, Inc. CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-100 | Dependent | JBL | — | 15000 | 1001 | Jabil Inc CMN | Common Stock | $1,001 - $15,000 | 2022-11-02 | buy | 24 |
| house-8219288-ocr-10 | Dependent | NVDA | Monte and Usha Ahuja 2010 Irrev Trust FBO Grand | 15000 | 1001 | NVIDIA CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2022-11-04 | buy | 22 |
| house-8219288-ocr-1 | Dependent | ECL | MBR Trust Partnership | 15000 | 1001 | ECOLAB INC | Stock | $1,001 - $15,000 | — | sell | — |