Rohit Khanna (House) disclosed 472 transactions

2023-01-06 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

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

2022-12-06 · sell	Bank of America Corporation Hybrid Perpetual USD — $1,001 - $15,000
2022-12-05 · sell	Airbnb, Inc. CMN Class A — $1,001 - $15,000
2022-12-05 · sell	Estee Lauder Cos Inc CL-A CMN Class A — $1,001 - $15,000
2022-12-06 · sell	Lincoln National Corporation Hybrid Perpetual — $1,001 - $15,000
2022-12-05 · sell	T-Mobile US, Inc. CMN — $1,001 - $15,000
2022-12-06 · sell	Voya Financial, Inc. Hybrid 05/15/2053 USD — $1,001 - $15,000
2022-12-05 · sell	Nike Class-B CMN Class B — $1,001 - $15,000
2022-12-06 · sell	KKR Group Finance Co. IX LLC PFD USD1.1562(4.62%) Series B — $1,001 - $15,000
2022-12-05 · sell	Adyen N.V. ADR CMN — $1,001 - $15,000
2022-12-05 · sell	MercadoLibre, Inc. CMN — $1,001 - $15,000
2022-12-15 · buy	Wells Fargo & Co (New) CMN — $1,001 - $15,000
2022-12-05 · sell	Dexcom, Inc. CMN — $1,001 - $15,000
2022-12-06 · sell	Partnerre Finance B LLC Hybrid 10/01/2050 USD — $1,001 - $15,000
2022-12-05 · sell	S&P Global Inc. CMN — $1,001 - $15,000
2022-12-05 · sell	Abbott Laboratories CMN — $1,001 - $15,000
2022-12-06 · sell	Air Lease Corporation Hybrid Perpetual USD — $1,001 - $15,000
2022-12-06 · sell	Synchrony Financial PFD USD1.4063(5.63%) Series A — $1,001 - $15,000
2022-12-06 · sell	AT&T Inc. PFD USD1.1875(4.75%) Series C — $1,001 - $15,000
2022-12-05 · sell	Broadcom Inc. CMN — $1,001 - $15,000
2022-12-05 · sell	Adobe Inc CMN — $1,001 - $15,000
2022-12-06 · sell	Huntington Bancshares Incorpor Hybrid Perpetual USD — $1,001 - $15,000
2022-12-22 · buy	Truist Financial Corporation CMN — $1,001 - $15,000
2022-12-02 · sell	Procter & Gamble Company (The) CMN — $1,001 - $15,000
2022-12-06 · sell	Huntington Bancshares Incorpor Hybrid Perpetual USD — $1,001 - $15,000
2022-12-06 · sell	Capital One Financial Corp PFD USD1.2500(5.00%) Series I — $1,001 - $15,000
2022-12-06 · sell	Fifth Third Bancorp Hybrid Perpetual USD — $1,001 - $15,000
2022-12-27 · sell	Pfizer Inc. CMN — $1,001 - $15,000
2022-12-22 · sell	VF Corp CMN — $1,001 - $15,000
2022-12-06 · sell	Comerica Incorporated Hybrid Perpetual USD — $1,001 - $15,000
2022-12-05 · sell	Vertex Pharmaceuticals Incorpo CMN — $1,001 - $15,000
2022-12-05 · sell	Novo-Nordisk A/S ADR ADR CMN — $1,001 - $15,000
2022-12-06 · sell	Regions Financial Corporation Hybrid Perpetual USD — $1,001 - $15,000
2022-12-02 · buy	Aptiv PLC CMN — $1,001 - $15,000
2022-12-05 · sell	American Tower Corporation CMN — $1,001 - $15,000
2022-12-05 · sell	Danaher Corporation CMN — $1,001 - $15,000
2022-12-06 · sell	Vodafone Group Public Limited Hybrid 04/04/2079 USD — $1,001 - $15,000
2022-12-05 · sell	Lululemon Athletica Inc. CMN — $1,001 - $15,000
2022-12-05 · sell	Netflix, Inc. CMN — $1,001 - $15,000
2022-12-06 · sell	JPMorgan Chase & Co. Hybrid Perpetual USD — $1,001 - $15,000
2022-12-06 · sell	Morgan Stanley PFD USD1.4625(5.85%) Series K — $1,001 - $15,000
2022-12-06 · sell	Ally Financial Inc. Hybrid Perpetual USD — $1,001 - $15,000
2022-12-05 · sell	Chipotle Mexican Grill, Inc. CMN — $1,001 - $15,000
2022-12-05 · sell	Salesforce Inc CMN — $1,001 - $15,000
2022-12-22 · buy	CarMax, Inc. CMN — $1,001 - $15,000
2022-12-05 · sell	UBER TECHNOLOGIES, INC. CMN — $1,001 - $15,000
2022-12-06 · sell	CITIGROUP INC. HYBRID PERPETUAL — $1,001 - $15,000
2022-12-06 · sell	VOYA FINANCIAL, INC. HYBRID PERPETUAL USD — $1,001 - $15,000
2022-12-06 · sell	BANK OF AMERICA CORPORATION HYBRID PERPETUAL USD — $1,001 - $15,000
2022-12-06 · sell	M&T BANK CORPORATION HYBRID PERPETUAL USD — $1,001 - $15,000
2022-12-06 · sell	PNC FINANCIAL SERVICES GROUP, HYBRID PERPETUAL USD — $1,001 - $15,000
2022-12-06 · sell	U.S. BANCORP HYBRID PERPETUAL USD — $1,001 - $15,000
2022-12-06 · sell	BANK OF NEW YORK MELLON CORPOR HYBRID PERPETUAL USD — $1,001 - $15,000
2022-12-06 · sell	CHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL USD — $1,001 - $15,000
2022-12-06 · sell	AMERICAN EXPRESS COMPANY HYBRID PERPETUAL USD — $1,001 - $15,000
2022-12-02 · buy	PayPal Holdings, Inc. CMN — $15,001 - $50,000
2022-12-06 · sell	CITIZENS FINANCIAL GROUP, INC. HYBRID PERPETUAL USD — $1,001 - $15,000
2022-12-06 · sell	MARKEL CORPORATION HYBRID PERPETUAL USD — $1,001 - $15,000
· sell	Air Products and Chemicals Inc — $15,001 - $50,000
· sell	Air Products and Chemicals Inc — $15,001 - $50,000
· sell	Air Products and Chemicals Inc — $15,001 - $50,000
…	412 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	8219318
chamber	house
report url	https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/8219318.pdf
bioguide id	K000389
data source	HOUSE_CLERK_PTR
member last	Khanna
member name	Rohit Khanna
member first	Rohit
state district	CA17
disclosure date	2023-01-06
extraction method	vision_ocr

Each transaction (472)

id	owner	ticker	comment	amount max	amount min	asset name	asset type	amount range	transaction date	transaction type	reporting lag days
house-8219318-ocr-99	Dependent	—	—	15000	1001	Bank of America Corporation Hybrid Perpetual USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-98	Dependent	ABNB	—	15000	1001	Airbnb, Inc. CMN Class A	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-97	Dependent	—	—	15000	1001	Estee Lauder Cos Inc CL-A CMN Class A	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-96	Dependent	—	—	15000	1001	Lincoln National Corporation Hybrid Perpetual	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-95	Dependent	TMUS	—	15000	1001	T-Mobile US, Inc. CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-94	Dependent	VOYA	—	15000	1001	Voya Financial, Inc. Hybrid 05/15/2053 USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-93	Dependent	NKE	—	15000	1001	Nike Class-B CMN Class B	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-92	Dependent	—	—	15000	1001	KKR Group Finance Co. IX LLC PFD USD1.1562(4.62%) Series B	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-91	Dependent	—	—	15000	1001	Adyen N.V. ADR CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-90	Dependent	MELI	—	15000	1001	MercadoLibre, Inc. CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-9	Dependent	WFC	—	15000	1001	Wells Fargo & Co (New) CMN	Stock	$1,001 - $15,000	2022-12-15	buy	16
house-8219318-ocr-89	Dependent	DXCM	—	15000	1001	Dexcom, Inc. CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-88	Dependent	—	—	15000	1001	Partnerre Finance B LLC Hybrid 10/01/2050 USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-87	Dependent	SPGI	—	15000	1001	S&P Global Inc. CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-86	Dependent	ABT	—	15000	1001	Abbott Laboratories CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-85	Dependent	—	—	15000	1001	Air Lease Corporation Hybrid Perpetual USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-84	Dependent	—	—	15000	1001	Synchrony Financial PFD USD1.4063(5.63%) Series A	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-83	Dependent	—	—	15000	1001	AT&T Inc. PFD USD1.1875(4.75%) Series C	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-82	Dependent	AVGO	—	15000	1001	Broadcom Inc. CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-81	Dependent	ADBE	—	15000	1001	Adobe Inc CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-80	Dependent	—	—	15000	1001	Huntington Bancshares Incorpor Hybrid Perpetual USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-8	Dependent	TFC	—	15000	1001	Truist Financial Corporation CMN	Stock	$1,001 - $15,000	2022-12-22	buy	11
house-8219318-ocr-79	Dependent	PG	Capital Gain	15000	1001	Procter & Gamble Company (The) CMN	Common Stock	$1,001 - $15,000	2022-12-02	sell	25
house-8219318-ocr-78	Dependent	—	—	15000	1001	Huntington Bancshares Incorpor Hybrid Perpetual USD	Hybrid Perpetual	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-77	Dependent	—	—	15000	1001	Capital One Financial Corp PFD USD1.2500(5.00%) Series I	Preferred Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-76	Dependent	—	—	15000	1001	Fifth Third Bancorp Hybrid Perpetual USD	Hybrid Perpetual	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-75	Dependent	PFE	Capital Gain	15000	1001	Pfizer Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-27	sell	8
house-8219318-ocr-74	Dependent	—	—	15000	1001	VF Corp CMN	Common Stock	$1,001 - $15,000	2022-12-22	sell	11
house-8219318-ocr-73	Dependent	—	—	15000	1001	Comerica Incorporated Hybrid Perpetual USD	Hybrid Perpetual	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-72	Dependent	—	—	15000	1001	Vertex Pharmaceuticals Incorpo CMN	Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-71	Dependent	NVO	Capital Gain	15000	1001	Novo-Nordisk A/S ADR ADR CMN	ADR Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-70	Dependent	—	—	15000	1001	Regions Financial Corporation Hybrid Perpetual USD	Hybrid Perpetual	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-7	Dependent	APTV	—	15000	1001	Aptiv PLC CMN	Stock	$1,001 - $15,000	2022-12-02	buy	25
house-8219318-ocr-69	Dependent	AMT	—	15000	1001	American Tower Corporation CMN	Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-68	Dependent	DHR	—	15000	1001	Danaher Corporation CMN	Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-67	Dependent	VOD	—	15000	1001	Vodafone Group Public Limited Hybrid 04/04/2079 USD	Hybrid	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-66	Dependent	LULU	—	15000	1001	Lululemon Athletica Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-65	Dependent	NFLX	—	15000	1001	Netflix, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-64	Dependent	—	—	15000	1001	JPMorgan Chase & Co. Hybrid Perpetual USD	Hybrid Perpetual	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-63	Dependent	—	—	15000	1001	Morgan Stanley PFD USD1.4625(5.85%) Series K	Preferred Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-62	Dependent	—	—	15000	1001	Ally Financial Inc. Hybrid Perpetual USD	Hybrid Perpetual	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-61	Dependent	CMG	—	15000	1001	Chipotle Mexican Grill, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-60	Dependent	CRM	—	15000	1001	Salesforce Inc CMN	Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-6	Dependent	KMX	—	15000	1001	CarMax, Inc. CMN	Stock	$1,001 - $15,000	2022-12-22	buy	11
house-8219318-ocr-59	Dependent	UBER	—	15000	1001	UBER TECHNOLOGIES, INC. CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-58	Dependent	—	—	15000	1001	CITIGROUP INC. HYBRID PERPETUAL	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-57	Dependent	VOYA	—	15000	1001	VOYA FINANCIAL, INC. HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-56	Dependent	—	—	15000	1001	BANK OF AMERICA CORPORATION HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-55	Dependent	—	—	15000	1001	M&T BANK CORPORATION HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-54	Dependent	PNC	—	15000	1001	PNC FINANCIAL SERVICES GROUP, HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-53	Dependent	—	—	15000	1001	U.S. BANCORP HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-52	Dependent	—	—	15000	1001	BANK OF NEW YORK MELLON CORPOR HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-51	Dependent	—	—	15000	1001	CHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-50	Dependent	—	—	15000	1001	AMERICAN EXPRESS COMPANY HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-5	Dependent	PYPL	—	50000	15001	PayPal Holdings, Inc. CMN	Stock	$15,001 - $50,000	2022-12-02	buy	25
house-8219318-ocr-49	Dependent	CFG	—	15000	1001	CITIZENS FINANCIAL GROUP, INC. HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-48	Dependent	—	—	15000	1001	MARKEL CORPORATION HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-472	Dependent	—	MURA Holdings; 2020 Trust FBO Khanna Children; Capital Gains Exceed $200; Yes	50000	15001	Air Products and Chemicals Inc	Stock	$15,001 - $50,000	—	sell	—
house-8219318-ocr-471	Dependent	—	MURA Holdings; Grandchildren Trust (Khanna Portion); Capital Gains Exceed $200; Yes	50000	15001	Air Products and Chemicals Inc	Stock	$15,001 - $50,000	—	sell	—
house-8219318-ocr-470	Spouse	—	MURA Holdings; Capital Gains Exceed $200; Yes	50000	15001	Air Products and Chemicals Inc	Stock	$15,001 - $50,000	—	sell	—
house-8219318-ocr-47	Dependent	—	—	15000	1001	CHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-469	Spouse	—	—	15000	1001	VF CORP CMN	Stock	$1,001 - $15,000	2022-12-27	sell	8
house-8219318-ocr-468	Spouse	—	Capital Gain over $200	15000	1001	VF CORP CMN	Stock	$1,001 - $15,000	2022-12-22	sell	11
house-8219318-ocr-467	Spouse	—	Capital Gain over $200; Partial Sale	15000	1001	VF CORP CMN	Stock	$1,001 - $15,000	2022-12-27	sell	8
house-8219318-ocr-466	Spouse	LIN	Capital Gain over $200; Partial Sale	15000	1001	LINDE PLC CMN	Stock	$1,001 - $15,000	2022-12-14	sell	17
house-8219318-ocr-465	Spouse	PFE	Capital Gain over $200; Partial Sale	15000	1001	PFIZER INC. CMN	Stock	$1,001 - $15,000	2022-12-27	sell	8
house-8219318-ocr-464	Spouse	—	Capital Gain over $200	15000	1001	VF CORP CMN	Stock	$1,001 - $15,000	2022-12-22	sell	11
house-8219318-ocr-463	Spouse	WFC	—	15000	1001	WELLS FARGO & CO (NEW) CMN	Stock	$1,001 - $15,000	2022-12-15	buy	16
house-8219318-ocr-462	Spouse	TFC	—	15000	1001	TRUIST FINANCIAL CORPORATION CMN	Stock	$1,001 - $15,000	2022-12-22	buy	11
house-8219318-ocr-461	Spouse	KMX	—	15000	1001	CARMAX, INC. CMN	Stock	$1,001 - $15,000	2022-12-22	buy	11
house-8219318-ocr-460	Spouse	—	—	15000	1001	ST CHARLES MO CTFS PARTN COPS 5.0000% 04/01/23-CA AO	Stock	$1,001 - $15,000	2022-12-14	buy	17
house-8219318-ocr-46	Dependent	—	—	15000	1001	JPMORGAN CHASE & CO. HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-459	Spouse	—	—	15000	1001	MONTGOMERY CNTY TEX GO 5% 03/01/23 MS	Stock	$1,001 - $15,000	2022-12-05	buy	24
house-8219318-ocr-458	Spouse	—	—	15000	1001	HIDALGO CNTY TEX REGL MOBILITY REV 5% 12/01/25 JD	Stock	$1,001 - $15,000	2022-12-13	buy	18
house-8219318-ocr-457	Spouse	—	—	50000	15001	HANOVER BORO PA GO 4% 10/01/23 AO	Stock	$15,001 - $50,000	2022-12-14	buy	17
house-8219318-ocr-456	Spouse	—	—	100000	50001	UNIVERSITY WIS HOSPS & CLINICS REV 5% 04/01/23 AO	Stock	$50,001 - $100,000	2022-12-08	buy	21
house-8219318-ocr-455	Spouse	—	—	100000	50001	CLATSOP CNTY ORE SCH DIST NO GO 4% 06/15/23 JD	Stock	$50,001 - $100,000	2022-12-15	buy	16
house-8219318-ocr-454	Spouse	—	Ritu Ahuja 1995 Trust	50000	15001	North Tex Twy Auth Rev Rev 5% 01/01/40-CA JJ	Municipal Bond	$15,001 - $50,000	2022-12-05	buy	24
house-8219318-ocr-453	Spouse	—	Ritu Ahuja 1995 Trust	100000	50001	Pennsylvania ST GO 4.0000% 07/01/23 JJ	Municipal Bond	$50,001 - $100,000	2022-12-13	buy	18
house-8219318-ocr-452	Spouse	—	Ritu Ahuja 1995 Trust	250000	100001	Miami-Dade Cnty FLA Sch Brd Cops 5% 02/01/23-CA FA	Municipal Bond	$100,001 - $250,000	2022-12-06	buy	23
house-8219318-ocr-451	Spouse	NET	—	15000	1001	Cloudflare, Inc. CMN Class A	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-450	Spouse	SF	—	15000	1001	Stifel Financial Corp CMN	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-45	Dependent	—	—	15000	1001	WELLS FARGO & COMPANY HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-449	Spouse	HUBS	—	15000	1001	HubSpot Inc. CMN	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-448	Spouse	—	—	15000	1001	Alteryx, Inc. CMN Class A	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-447	Spouse	ESTC	—	15000	1001	Elastic N.V. CMN	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-446	Spouse	CHPT	—	15000	1001	ChargePoint Holdings Inc CMN	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-445	Spouse	—	—	15000	1001	Rivian Automotive Inc CMN	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-444	Spouse	CRWD	—	15000	1001	Crowdstrike Holdings, Inc. CMN	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-443	Spouse	KRC	—	15000	1001	Kilroy Realty Corporation Common Stock	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-442	Spouse	W	—	15000	1001	Wayfair Inc. CMN	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-441	Spouse	—	—	15000	1001	Bill.com Holdings, Inc. CMN	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-440	Spouse	SNOW	—	15000	1001	Snowflake Inc. CMN Class A	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-44	Dependent	—	—	15000	1001	JPMORGAN CHASE & CO. HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-439	Spouse	VTR	—	15000	1001	Ventas, Inc. CMN	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-438	Spouse	—	—	15000	1001	2Scaler, Inc. CMN	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-437	Spouse	MRVL	—	15000	1001	Marvell Technology, Inc. CMN	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-436	Spouse	ALGN	—	15000	1001	Align Technology, Inc. CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-435	Spouse	HPQ	—	15000	1001	HP Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-434	Spouse	DDOG	—	15000	1001	Datadog, Inc. CMN Class A	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-433	Spouse	ARE	—	15000	1001	Alexandria Real Estate Equities, Inc.	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-432	Spouse	LLY	—	15000	1001	Eli Lilly & Co CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-431	Spouse	NTAP	—	15000	1001	NetApp, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-430	Spouse	—	—	15000	1001	Boston Properties, Inc. Common Stock	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-43	Dependent	—	—	15000	1001	CHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-429	Spouse	PSA	—	15000	1001	Public Storage CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-428	Spouse	—	—	15000	1001	Signature Bank (New York) CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-427	Spouse	DOCU	—	15000	1001	Docusign, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-426	Spouse	VZ	—	15000	1001	Verizon Communications, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-425	Spouse	—	—	15000	1001	Jack Henry & Assoc Inc CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-424	Spouse	LRCX	—	15000	1001	Lam Research Corporation CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-423	Spouse	INCY	—	15000	1001	Incyte Corporation CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-422	Spouse	GPN	—	15000	1001	Global Payments Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-421	Spouse	NXPI	—	15000	1001	NXP Semiconductors N.V. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-420	Spouse	ALB	—	15000	1001	Albemarle Corp CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-42	Dependent	—	—	15000	1001	DISCOVER FINANCIAL SERVICES HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-419	Spouse	IFF	—	15000	1001	Intl Flavors & Fragrance CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-418	Spouse	AMD	—	15000	1001	Advanced Micro Devices, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-417	Spouse	ALGN	—	15000	1001	Align Technology, Inc CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-416	Spouse	MELI	—	15000	1001	Mercadolibre, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-415	Spouse	LNC	—	15000	1001	Lincoln Natl. Corp. Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-414	Spouse	—	—	15000	1001	AmerisourceBergen Corporation CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-413	Spouse	AVGO	—	15000	1001	Broadcom Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-412	Spouse	FTNT	—	15000	1001	Fortinet, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-411	Spouse	NKE	—	15000	1001	Nike Class-B CMN Class B	Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-410	Spouse	T	—	15000	1001	AT&T Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-12	sell	19
house-8219318-ocr-41	Dependent	—	—	15000	1001	M&T BANK CORPORATION HYBRID PERPETUAL	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-409	Spouse	ECL	—	15000	1001	Ecolab Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-408	Spouse	T	—	15000	1001	AT&T Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-407	Spouse	ZTS	—	15000	1001	Zoetis Inc. CMN Class A	Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-406	Spouse	LEN	—	15000	1001	Lennar Corporation CMN Class A	Common Stock	$1,001 - $15,000	2022-12-27	sell	8
house-8219318-ocr-405	Spouse	PYPL	—	15000	1001	PayPal Holdings, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-404	Spouse	TFC	—	50000	15001	Truist Financial Corporation CMN	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-403	Spouse	IT	—	50000	15001	Gartner, Inc. CMN	Common Stock	$15,001 - $50,000	2022-12-05	sell	24
house-8219318-ocr-402	Spouse	ILMN	—	50000	15001	Illumina, Inc CMN	Common Stock	$15,001 - $50,000	2022-12-05	sell	24
house-8219318-ocr-401	Spouse	CNC	—	50000	15001	Centene Corporation CMN	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-400	Spouse	PNC	—	50000	15001	PNC Financial Services Group, CMN	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-40	Dependent	—	—	15000	1001	ALLY FINANCIAL INC. HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-4	Dependent	—	—	250000	100001	iShares Russell 1000 Growth ETF	ETF	$100,001 - $250,000	2022-12-06	buy	23
house-8219318-ocr-399	Spouse	TMO	—	50000	15001	Thermo Fisher Scientific Inc CMN	Common Stock	$15,001 - $50,000	2022-12-05	sell	24
house-8219318-ocr-398	Spouse	ABNB	—	50000	15001	Airbnb, Inc. CMN Class A	Common Stock	$15,001 - $50,000	2022-12-05	sell	24
house-8219318-ocr-397	Spouse	WAB	—	50000	15001	Westinghouse Air Brake Technol CMN	Common Stock	$15,001 - $50,000	2022-12-13	sell	18
house-8219318-ocr-396	Spouse	ABT	—	50000	15001	Abbott Laboratories CMN	Common Stock	$15,001 - $50,000	2022-12-05	sell	24
house-8219318-ocr-395	Spouse	ACN	—	50000	15001	Accenture PLC CMN Class A	Common Stock	$15,001 - $50,000	2022-12-05	sell	24
house-8219318-ocr-394	Spouse	LOW	Partial Sale	50000	15001	Lowes Companies Inc CMN	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-393	Spouse	ADSK	—	50000	15001	Autodesk, Inc. CMN	Common Stock	$15,001 - $50,000	2022-12-05	sell	24
house-8219318-ocr-392	Spouse	—	—	50000	15001	UnitedHealth Group Incorporate CMN	Common Stock	$15,001 - $50,000	2022-12-05	sell	24
house-8219318-ocr-391	Spouse	CRM	—	50000	15001	Salesforce Inc CMN	Common Stock	$15,001 - $50,000	2022-12-05	sell	24
house-8219318-ocr-390	Spouse	ADM	—	50000	15001	Archer-Daniels-Midland Company CMN	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-39	Dependent	—	—	15000	1001	UNITEDHEALTH GROUP INCORPORATE CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-389	Spouse	T	Partial Sale	50000	15001	AT&T Inc. CMN	Common Stock	$15,001 - $50,000	2022-12-09	sell	20
house-8219318-ocr-388	Spouse	DHR	Partial Sale	50000	15001	Danaher Corporation CMN	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-387	Spouse	V	—	50000	15001	Visa Inc. CMN Class A	Common Stock	$15,001 - $50,000	2022-12-05	sell	24
house-8219318-ocr-386	Spouse	NOW	—	50000	15001	ServiceNow Inc CMN	Common Stock	$15,001 - $50,000	2022-12-05	sell	24
house-8219318-ocr-385	Spouse	CCI	Partial Sale	50000	15001	Crown Castle Intl Corp CMN	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-384	Spouse	MA	—	50000	15001	Mastercard Incorporated CMN Class A	Common Stock	$15,001 - $50,000	2022-12-05	sell	24
house-8219318-ocr-383	Spouse	PLD	Partial Sale	50000	15001	Prologis Inc CMN	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-382	Spouse	ADBE	—	50000	15001	Adobe Inc CMN	Common Stock	$15,001 - $50,000	2022-12-05	sell	24
house-8219318-ocr-381	Spouse	MSFT	—	50000	15001	Microsoft Corporation CMN	Common Stock	$15,001 - $50,000	2022-12-05	sell	24
house-8219318-ocr-380	Spouse	—	Partial Sale	50000	15001	Vertex Pharmaceuticals Incorpo CMN	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-38	Dependent	—	—	15000	1001	BANK OF NEW YORK MELLON CORPOR HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-379	Spouse	NFLX	—	50000	15001	Netflix, Inc. CMN	Common Stock	$15,001 - $50,000	2022-12-05	sell	24
house-8219318-ocr-378	Spouse	CRM	Partial Sale	50000	15001	Salesforce Inc CMN	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-377	Spouse	FDX	—	50000	15001	FedEx Corporation CMN	Common Stock	$15,001 - $50,000	2022-12-21	sell	12
house-8219318-ocr-376	Spouse	GOOGL	—	50000	15001	Alphabet Inc. CMN Class C	Common Stock	$15,001 - $50,000	2022-12-05	sell	24
house-8219318-ocr-375	Spouse	GOOGL	Partial Sale	50000	15001	ALPHABET INC. CMN CLASS A	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-374	Spouse	FDX	Capital Gains partial sale	100000	50001	FEDEX CORPORATION CMN	Common Stock	$50,001 - $100,000	2022-12-20	sell	13
house-8219318-ocr-373	Spouse	AMZN	—	100000	50001	AMAZON.COM INC CMN	Common Stock	$50,001 - $100,000	2022-12-05	sell	24
house-8219318-ocr-372	Spouse	T	Partial Sale	100000	50001	AT&T INC. CMN	Common Stock	$50,001 - $100,000	2022-12-14	sell	17
house-8219318-ocr-371	Spouse	INTU	Partial Sale	100000	50001	INTUIT INC CMN	Common Stock	$50,001 - $100,000	2022-12-06	sell	23
house-8219318-ocr-370	Spouse	CI	Capital Gains	100000	50001	CIGNA CORP CMN	Common Stock	$50,001 - $100,000	2022-12-06	sell	23
house-8219318-ocr-37	Dependent	—	—	15000	1001	BANK OF AMERICA CORPORATION HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-14	sell	17
house-8219318-ocr-369	Spouse	DIS	Partial Sale	100000	50001	WALT DISNEY COMPANY (THE) CMN	Common Stock	$50,001 - $100,000	2022-12-06	sell	23
house-8219318-ocr-368	Spouse	AMGN	Capital Gains	100000	50001	AMGEN INC. CMN	Common Stock	$50,001 - $100,000	2022-12-06	sell	23
house-8219318-ocr-367	Spouse	—	Capital Gains partial sale	100000	50001	UNITEDHEALTH GROUP INCORPORATE CMN	Common Stock	$50,001 - $100,000	2022-12-06	sell	23
house-8219318-ocr-366	Spouse	KO	Capital Gains partial sale	250000	100001	COCA-COLA COMPANY (THE) CMN	Common Stock	$100,001 - $250,000	2022-12-06	sell	23
house-8219318-ocr-365	Spouse	XSP	—	15000	1001	PUT/XSP @ 380 EXP 01/13/2023	Option	$1,001 - $15,000	2022-12-02	sell	25
house-8219318-ocr-364	Spouse	XSP	—	15000	1001	PUT/XSP @ 360 EXP 02/28/2023	Option	$1,001 - $15,000	2022-12-15	sell	16
house-8219318-ocr-363	Spouse	XSP	—	15000	1001	PUT/XSP @ 368 EXP 02/17/2023	Option	$1,001 - $15,000	2022-12-08	sell	21
house-8219318-ocr-362	Spouse	ALNY	—	15000	1001	ALNYLAM PHARMACEUTICALS, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-361	Spouse	GDDY	—	15000	1001	GODADDY INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-360	Spouse	GWRE	—	15000	1001	GUIDEWIRE SOFTWARE INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-36	Dependent	GOOGL	—	15000	1001	ALPHABET INC. CMN CLASS C	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-359	Spouse	CBRE	—	15000	1001	CBRE GROUP, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-358	Spouse	ORCL	—	15000	1001	ORACLE CORPORATION CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-357	Spouse	—	—	15000	1001	SPLUNK INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-356	Spouse	IONS	—	15000	1001	IONIS PHARMACEUTICALS, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-355	Spouse	KIM	—	15000	1001	KIMCO REALTY CORPORATION CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-354	Spouse	HHH	—	15000	1001	THE HOWARD HUGHES CORP CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-353	Spouse	—	—	15000	1001	BROWN FORMAN CORP CL B CMN CLASS B	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-352	Spouse	FCX	—	15000	1001	FREEPORT-MCMORAN INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-351	Spouse	WAT	—	15000	1001	WATERS CORPORATION COMMON STOCK	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-350	Spouse	EHC	—	15000	1001	ENCOMPASS HEALTH CORPORATION CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-35	Dependent	GOOGL	—	15000	1001	ALPHABET INC. CMN CLASS A	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-349	Spouse	UDR	—	15000	1001	UDR INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-348	Spouse	DOW	—	15000	1001	DOW INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-347	Spouse	KMB	—	15000	1001	KIMBERLY-CLARK CORPORATION CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-346	Spouse	ESS	—	15000	1001	ESSEX PROPERTY TRUST INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-345	Spouse	—	—	15000	1001	REXFORD INDL RLTY INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-344	Spouse	—	—	15000	1001	SEAGEN INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-343	Spouse	NBIX	—	15000	1001	NEUROCRINE BIOSCIENCES, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-342	Spouse	EA	—	15000	1001	ELECTRONIC ARTS CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-341	Spouse	MTCH	—	15000	1001	MATCH GROUP, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-340	Spouse	VNO	—	15000	1001	VORNADO REALTY TRUST CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-34	Dependent	CFG	—	15000	1001	CITIZENS FINANCIAL GROUP, INC. HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-339	Spouse	TTWO	—	15000	1001	TAKE TWO INTERACTIVE SOFTWARE INC	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-338	Spouse	—	—	15000	1001	UNITEDHEALTH GROUP INCORPORATE CMN	Common Stock	$1,001 - $15,000	2022-12-30	buy	5
house-8219318-ocr-337	Spouse	PEP	—	15000	1001	PEPSICO, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-336	Spouse	INVH	—	15000	1001	INVITATION HOMES INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-335	Spouse	CNC	—	15000	1001	Centene Corporation CMN	Common Stock	$1,001 - $15,000	2022-12-30	buy	5
house-8219318-ocr-334	Spouse	CPT	—	15000	1001	Camden Property Trust CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-333	Spouse	CSX	—	15000	1001	CSX Corporation CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-332	Spouse	TYL	—	15000	1001	Tyler Technologies, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-331	Spouse	IQV	—	15000	1001	IQVIA Holdings Inc CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-330	Spouse	SNPS	—	15000	1001	Synopsys Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-33	Dependent	—	—	15000	1001	LVMH MOET HENNESSY LOUIS VUITTON S.A. ADR CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-329	Spouse	NEM	—	15000	1001	Newmont Corp CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-328	Spouse	MOH	—	15000	1001	Molina Healthcare, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-327	Spouse	FDX	—	15000	1001	FedEx Corporation CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-326	Spouse	—	—	15000	1001	Estee Lauder Cos Inc Cl-A CMN Class A	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-325	Spouse	HCA	—	15000	1001	HCA Healthcare, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-324	Spouse	EQR	—	15000	1001	Equity Residential CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-323	Spouse	EXEL	—	15000	1001	Exelixis, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-322	Spouse	—	—	15000	1001	Universal Health Svc Cl B CMN Class B	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-321	Spouse	FIS	—	15000	1001	Fidelity Natl Info Svcs Inc CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-320	Spouse	ST	—	15000	1001	Sensata Technologies Holding P CMN	Common Stock	$1,001 - $15,000	2022-12-28	buy	7
house-8219318-ocr-32	Dependent	—	—	15000	1001	CITIGROUP INC. HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-319	Spouse	FCX	—	15000	1001	Freeport-McMoran Inc CMN	Common Stock	$1,001 - $15,000	2022-12-30	buy	5
house-8219318-ocr-318	Spouse	—	—	15000	1001	VMware, Inc. CMN Class A	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-317	Spouse	ELAN	—	15000	1001	Elanco Animal Health Incorpora CMN	Common Stock	$1,001 - $15,000	2022-12-22	buy	11
house-8219318-ocr-316	Spouse	—	—	15000	1001	Laboratory Corporation of Amer CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-315	Spouse	—	—	15000	1001	TYSON FOODS INC CL-A CMN CLASS A	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-314	Spouse	COST	—	15000	1001	COSTCO WHOLESALE CORPORATION CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-313	Spouse	—	—	15000	1001	ANSYS, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-312	Spouse	ELAN	—	15000	1001	ELANCO ANIMAL HEALTH INCORPORA CMN	Common Stock	$1,001 - $15,000	2022-12-30	buy	5
house-8219318-ocr-311	Spouse	VRSN	—	15000	1001	VERISIGN, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-310	Spouse	—	—	15000	1001	NORTH TEX TWY AUTH REV REV 5% 01/01/40-CA JJ	Bond	$1,001 - $15,000	2022-12-05	buy	24
house-8219318-ocr-31	Dependent	BNS	—	15000	1001	BANK OF NOVA SCOTIA (THE) HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-309	Spouse	SSNC	—	15000	1001	SS&C TECHNOLOGIES HOLDINGS, IN CMN	Common Stock	$1,001 - $15,000	2022-12-30	buy	5
house-8219318-ocr-308	Spouse	SSNC	—	15000	1001	SS&C TECHNOLOGIES HOLDINGS, IN CMN	Common Stock	$1,001 - $15,000	2022-12-14	buy	17
house-8219318-ocr-307	Spouse	T	—	15000	1001	AT&T INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-306	Spouse	BMRN	—	15000	1001	BIOMARIN PHARMACEUTICAL INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-305	Spouse	META	—	15000	1001	META PLATFORMS INC-CLASS A CMN CLASS A	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-304	Spouse	WBD	—	15000	1001	WARNER BROS DISCOVERY INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-303	Spouse	NOW	—	15000	1001	SERVICENOW INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-302	Spouse	CMCSA	—	15000	1001	COMCAST CORPORATION CMN CLASS A VOTING	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-301	Spouse	ZTS	—	15000	1001	ZOETIS INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-300	Spouse	LYV	—	15000	1001	LIVE NATION ENTERTAINMENT INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-30	Dependent	MA	—	15000	1001	MASTERCARD INCORPORATED CMN CLASS A	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-3	Dependent	—	—	250000	100001	iShares Preferred & Income Securities ETF	ETF	$100,001 - $250,000	2022-12-06	buy	23
house-8219318-ocr-299	Spouse	AMGN	—	15000	1001	AMGEN INC. CMN	Common Stock	$1,001 - $15,000	2022-12-30	buy	5
house-8219318-ocr-298	Spouse	CL	—	15000	1001	COLGATE-PALMOLIVE CO CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-297	Spouse	TSLA	—	15000	1001	TESLA, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-30	buy	5
house-8219318-ocr-296	Spouse	AVB	—	15000	1001	AVALONBAY COMMUNITIES INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-295	Spouse	HSIC	—	15000	1001	HENRY SCHEIN INC COMMON STOCK	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-294	Spouse	EQIX	—	15000	1001	EQUINIX, INC. REIT	REIT	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-293	Spouse	—	—	15000	1001	ELANCO ANIMAL HEALTH INCORPORA CMN	Common Stock	$1,001 - $15,000	2022-12-16	buy	15
house-8219318-ocr-292	Spouse	SBAC	—	15000	1001	SBA COMMUNICATIONS CORPORATION CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-291	Spouse	BIIB	—	15000	1001	BIOGEN INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-290	Spouse	—	—	15000	1001	ELANCO ANIMAL HEALTH INCORPORA CMN	Common Stock	$1,001 - $15,000	2022-12-15	buy	16
house-8219318-ocr-29	Dependent	MET	—	15000	1001	METLIFE, INC. HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-289	Spouse	CDNS	—	15000	1001	CADENCE DESIGN SYSTEMS INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-288	Spouse	CHTR	—	15000	1001	CHARTER COMMUNICATIONS, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-287	Spouse	INTC	—	15000	1001	INTEL CORPORATION CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-286	Spouse	ELAN	—	15000	1001	ELANCO ANIMAL HEALTH INCORPORA CMN	Common Stock	$1,001 - $15,000	2022-12-07	buy	22
house-8219318-ocr-285	Spouse	BAX	—	15000	1001	BAXTER INTERNATIONAL INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-284	Spouse	ADSK	—	15000	1001	AUTODESK, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-283	Spouse	ELV	—	15000	1001	ELEVANCE HEALTH INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-282	Spouse	ELAN	—	15000	1001	ELANCO ANIMAL HEALTH INCORPORA CMN	Common Stock	$1,001 - $15,000	2022-12-27	buy	8
house-8219318-ocr-281	Spouse	ST	—	15000	1001	SENSATA TECHNOLOGIES HOLDING P CMN	Common Stock	$1,001 - $15,000	2022-12-20	buy	13
house-8219318-ocr-280	Spouse	KDP	—	15000	1001	KEURIG DR PEPPER INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-28	Dependent	—	—	15000	1001	TRUIST FINANCIAL CORPORATION HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-279	Spouse	AMT	—	15000	1001	AMERICAN TOWER CORPORATION CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-278	Spouse	—	—	15000	1001	BECTON, DICKINSON AND COMPANY CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-277	Spouse	—	—	15000	1001	U.S. BANCORP CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-276	Spouse	WELL	—	15000	1001	WELLTOWER INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-275	Spouse	CAH	—	15000	1001	Cardinal Health, Inc. CMN	Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-274	Spouse	—	—	15000	1001	Sensata Technologies Holding P CMN	Stock	$1,001 - $15,000	2022-12-09	buy	20
house-8219318-ocr-273	Spouse	—	—	15000	1001	Sensata Technologies Holding P CMN	Stock	$1,001 - $15,000	2022-12-01	buy	26
house-8219318-ocr-272	Spouse	C	—	15000	1001	Citigroup Inc. CMN	Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-271	Spouse	UNP	—	15000	1001	Union Pacific Corp. CMN	Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-270	Spouse	MCK	—	15000	1001	McKesson Corporation CMN	Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-27	Dependent	ADBE	—	15000	1001	ADOBE INC CMN	Stock	$1,001 - $15,000	2022-12-02	sell	25
house-8219318-ocr-269	Spouse	MRK	—	15000	1001	Merck & Co., Inc. CMN	Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-268	Spouse	SSNC	—	15000	1001	SS&C Technologies Holdings, In CMN	Stock	$1,001 - $15,000	2022-12-20	buy	13
house-8219318-ocr-267	Spouse	CVS	—	15000	1001	CVS Health Corp CMN	Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-266	Spouse	SSNC	—	15000	1001	SS&C Technologies Holdings, In CMN	Stock	$1,001 - $15,000	2022-12-27	buy	8
house-8219318-ocr-265	Spouse	—	—	15000	1001	Elanco Animal Health Incorpora CMN	Stock	$1,001 - $15,000	2022-12-14	buy	17
house-8219318-ocr-264	Spouse	SSNC	—	15000	1001	SS&C Technologies Holdings, In CMN	Stock	$1,001 - $15,000	2022-12-12	buy	19
house-8219318-ocr-263	Spouse	SSNC	—	15000	1001	SS&C Technologies Holdings, In CMN	Stock	$1,001 - $15,000	2022-12-09	buy	20
house-8219318-ocr-262	Spouse	ELAN	—	15000	1001	Elanco Animal Health Incorpora CMN	Stock	$1,001 - $15,000	2022-12-23	buy	10
house-8219318-ocr-261	Spouse	HUM	—	15000	1001	Humana Inc. CMN	Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-260	Spouse	KO	—	15000	1001	Coca-Cola Company (The) CMN	Stock	$1,001 - $15,000	2022-12-30	buy	5
house-8219318-ocr-26	Dependent	LLY	—	15000	1001	ELI LILLY & CO CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-259	Spouse	—	—	15000	1001	Elanco Animal Health Incorpora CMN	Stock	$1,001 - $15,000	2022-12-13	buy	18
house-8219318-ocr-258	Spouse	ELAN	—	15000	1001	Elanco Animal Health Incorpora CMN	Stock	$1,001 - $15,000	2022-12-21	buy	12
house-8219318-ocr-257	Spouse	STZ	—	15000	1001	Constellation Brands Inc CMN Class A	Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-256	Spouse	—	—	15000	1001	Elanco Animal Health Incorpora CMN	Stock	$1,001 - $15,000	2022-12-09	buy	20
house-8219318-ocr-255	Spouse	ROP	—	15000	1001	Roper Technologies Inc CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-254	Spouse	BAC	—	15000	1001	Bank of America Corp CMN	Common Stock	$1,001 - $15,000	2022-12-12	buy	19
house-8219318-ocr-253	Spouse	CME	—	15000	1001	CME Group Inc. CMN Class A	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-252	Spouse	—	—	15000	1001	Elanco Animal Health Incorpora CMN	Common Stock	$1,001 - $15,000	2022-12-28	buy	7
house-8219318-ocr-251	Spouse	ABBV	—	15000	1001	AbbVie Inc CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-250	Spouse	SSNC	—	50000	15001	SS&C Technologies Holdings, Inc CMN	Common Stock	$15,001 - $50,000	2022-12-15	buy	16
house-8219318-ocr-25	Dependent	—	—	15000	1001	TRUIST FINANCIAL CORPORATION HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-249	Spouse	—	—	50000	15001	Sensata Technologies Holding P CMN	Common Stock	$15,001 - $50,000	2022-12-19	buy	14
house-8219318-ocr-248	Spouse	—	—	50000	15001	Activision Blizzard, Inc CMN	Common Stock	$15,001 - $50,000	2022-12-06	buy	23
house-8219318-ocr-247	Spouse	—	—	50000	15001	Ohio ST GO 3% 03/01/23 MS	Municipal Bond	$15,001 - $50,000	2022-12-05	buy	24
house-8219318-ocr-246	Spouse	—	—	50000	15001	Aiken Cnty S C Cons Sch Dist GO 5% 03/01/23 MS	Municipal Bond	$15,001 - $50,000	2022-12-09	buy	20
house-8219318-ocr-245	Spouse	—	—	50000	15001	Maryland State Department Rev 5.0000% 09/01/23 MS	Municipal Bond	$15,001 - $50,000	2022-12-15	buy	16
house-8219318-ocr-244	Spouse	ADBE	—	50000	15001	Adobe Inc CMN	Common Stock	$15,001 - $50,000	2022-12-06	buy	23
house-8219318-ocr-243	Spouse	REGN	—	50000	15001	Regeneron Pharmaceutical Inc CMN	Common Stock	$15,001 - $50,000	2022-12-06	buy	23
house-8219318-ocr-242	Spouse	AMZN	—	50000	15001	Amazon.com Inc CMN	Common Stock	$15,001 - $50,000	2022-12-06	buy	23
house-8219318-ocr-241	Spouse	PFE	—	50000	15001	Pfizer Inc. CMN	Common Stock	$15,001 - $50,000	2022-12-06	buy	23
house-8219318-ocr-240	Spouse	ST	—	50000	15001	Sensata Technologies Holding P CMN	Common Stock	$15,001 - $50,000	2022-12-16	buy	15
house-8219318-ocr-24	Dependent	—	—	15000	1001	CAPITAL ONE FINANCIAL CORPORAT HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-239	Spouse	TMO	—	50000	15001	Thermo Fisher Scientific Inc CMN	Common Stock	$15,001 - $50,000	2022-12-06	buy	23
house-8219318-ocr-238	Spouse	—	—	50000	15001	Medtronic Public Limited Compa CMN	Common Stock	$15,001 - $50,000	2022-12-06	buy	23
house-8219318-ocr-237	Spouse	ST	—	50000	15001	Sensata Technologies Holding P CMN	Common Stock	$15,001 - $50,000	2022-12-14	buy	17
house-8219318-ocr-236	Spouse	MO	—	50000	15001	Altria Group, Inc. CMN	Common Stock	$15,001 - $50,000	2022-12-06	buy	23
house-8219318-ocr-235	Spouse	TSLA	Ritu Ahuja 1994 Trust	100000	50001	Tesla, Inc. CMN	Stock	$50,001 - $100,000	2022-12-06	buy	23
house-8219318-ocr-234	Spouse	LIN	Ritu Ahuja 1994 Trust	50000	15001	Linde PLC CMN	Stock	$15,001 - $50,000	2022-12-06	buy	23
house-8219318-ocr-233	Spouse	JNJ	Ritu Ahuja 1994 Trust	100000	50001	Johnson & Johnson CMN	Stock	$50,001 - $100,000	2022-12-06	buy	23
house-8219318-ocr-232	Spouse	BRK.B	Ritu Ahuja 1994 Trust	100000	50001	Berkshire Hathaway Inc. Class B	Stock	$50,001 - $100,000	2022-12-06	buy	23
house-8219318-ocr-231	Spouse	AAPL	Ritu Ahuja 1994 Trust	50000	15001	Apple Inc. CMN	Stock	$15,001 - $50,000	2022-12-06	buy	23
house-8219318-ocr-230	Spouse	PM	Ritu Ahuja 1994 Trust	250000	100001	Philip Morris Intl Inc CMN	Stock	$100,001 - $250,000	2022-12-06	buy	23
house-8219318-ocr-23	Dependent	NVDA	—	15000	1001	NVIDIA CORPORATION CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-229	Spouse	MSFT	Ritu Ahuja 1994 Trust	250000	100001	Microsoft Corporation CMN	Stock	$100,001 - $250,000	2022-12-06	buy	23
house-8219318-ocr-228	Spouse	SPY	Ritu Ahuja 1994 Trust	5000000	1000001	SPDR S&P 500 ETF Trust	ETF	$1,000,001 - $5,000,000	2022-12-06	buy	23
house-8219318-ocr-227	Spouse	—	Ritu Ahuja Declaration of Trust	250000	100001	Champlain Small Company Fund Institutional	Mutual Fund	$100,001 - $250,000	2022-12-05	sell	24
house-8219318-ocr-226	Spouse	—	Ritu Ahuja Declaration of Trust	15000	1001	iShares Russell 2000 ETF	ETF	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-225	Spouse	—	Ritu Ahuja Declaration of Trust	15000	1001	New York St Dorm Auth Revs Non Rev 5% 10/01/29-CA AO	Municipal Bond	$1,001 - $15,000	2022-12-02	buy	25
house-8219318-ocr-224	Spouse	—	Ritu Ahuja Declaration of Trust	250000	100001	iShares Russell 2000 ETF	ETF	$100,001 - $250,000	2022-12-05	buy	24
house-8219318-ocr-223	Dependent	NET	—	15000	1001	Cloudflare, Inc. CMN Class A	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-222	Dependent	CHPT	—	15000	1001	Chargepoint Holdings Inc CMN	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-221	Dependent	—	—	15000	1001	Pure Storage Inc CMN Class A	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-220	Dependent	ALB	—	15000	1001	Albemarle Corp CMN	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-22	Dependent	V	—	15000	1001	VISA INC. CMN CLASS A	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-219	Dependent	—	—	15000	1001	Advanced Drain Sys Inc CMN	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-218	Dependent	DDOG	—	15000	1001	Datadog, Inc. CMN Class A	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-217	Dependent	GTM	—	15000	1001	Zoominfo Technologies Inc CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-216	Dependent	FTNT	—	15000	1001	Fortinet, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-215	Dependent	INTC	Capital Gain over $200	15000	1001	Intel Corporation CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-214	Dependent	—	—	15000	1001	Bill.com Holdings, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-213	Dependent	IT	Capital Gain over $200	15000	1001	Gartner, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-212	Dependent	PEP	Capital Gain over $200	15000	1001	Pepsico, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-211	Dependent	UNM	Capital Gain over $200	15000	1001	Unum Group CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-210	Dependent	SNOW	—	15000	1001	Snowflake Inc. CMN Class A	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-21	Dependent	—	—	15000	1001	Citigroup Inc. Hybrid Perpetual USD	Fixed Income	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-209	Dependent	LRCX	—	15000	1001	Lam Research Corporation CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-208	Dependent	KR	Capital Gain over $200	15000	1001	Kroger Company CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-207	Dependent	EL	Capital Gain over $200	15000	1001	Estee Lauder Cos Inc CL-A CMN Class A	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-206	Dependent	MCK	Capital Gain over $200	15000	1001	McKesson Corporation CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-205	Dependent	—	—	15000	1001	VF Corp CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-204	Dependent	FAST	—	15000	1001	Fastenal Company CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-203	Dependent	—	—	15000	1001	Paramount Global CMN Class B	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-202	Dependent	ADSK	—	15000	1001	Autodesk, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-201	Dependent	ZTS	Capital Gain over $200	15000	1001	Zoetis Inc. CMN Class A	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-200	Dependent	AGO	—	15000	1001	Assured Guaranty Ltd. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-20	Dependent	—	—	15000	1001	Bank of America Corporation Hybrid Perpetual USD	Fixed Income	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-2	Dependent	ADI	—	15000	1001	Analog Devices Inc	Stock	$1,001 - $15,000	2022-12-14	sell	17
house-8219318-ocr-199	Dependent	VRSK	—	15000	1001	Verisk Analytics, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-198	Dependent	DLTR	—	15000	1001	Dollar Tree Stores, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-197	Dependent	DG	—	15000	1001	Dollar General Corporation CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-196	Dependent	WDC	—	15000	1001	Western Digital Corporation CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-195	Dependent	—	—	15000	1001	Mid-America APT Cmntys Inc CMN	Common Stock	$1,001 - $15,000	2022-11-06	sell	44
house-8219318-ocr-194	Dependent	RSG	—	15000	1001	Republic Services Inc CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-193	Dependent	META	—	15000	1001	Meta Platforms Inc-Class A CMN Class A	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-192	Dependent	UDR	—	15000	1001	UDR Inc CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-191	Dependent	NVDA	—	15000	1001	Nvidia Corporation CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-190	Dependent	—	—	15000	1001	Tyson Foods Inc CL-A CMN Class A	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-19	Dependent	WDAY	—	15000	1001	Workday, Inc. CMN Class A	Stock	$1,001 - $15,000	2022-12-02	sell	25
house-8219318-ocr-189	Dependent	WBD	—	15000	1001	Warner Bros Discovery Inc CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-188	Dependent	TMO	—	15000	1001	Thermo Fisher Scientific Inc CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-187	Dependent	FITB	—	15000	1001	Fifth Third Bancorp CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-186	Dependent	EXR	—	15000	1001	Extra Space Storage Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-185	Dependent	WMT	—	15000	1001	Walmart Inc CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-184	Dependent	GPN	—	15000	1001	Global Payments Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-183	Dependent	MSFT	—	15000	1001	Microsoft Corporation CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-182	Dependent	DHR	—	15000	1001	Danaher Corporation CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-181	Dependent	MA	—	15000	1001	Mastercard Incorporated CMN Class A	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-180	Dependent	CVS	—	15000	1001	CVS Health Corp CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-18	Dependent	—	—	15000	1001	Citigroup Inc. Hybrid Perpetual USD	Fixed Income	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-179	Dependent	VZ	—	15000	1001	Verizon Communications, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-178	Dependent	MU	—	15000	1001	Micron Technology, Inc. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-177	Dependent	NOW	—	15000	1001	SERVICENOW INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-176	Dependent	—	—	15000	1001	UNITEDHEALTH GROUP INCORPORATE CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-175	Dependent	WFC	—	15000	1001	WELLS FARGO & CO (NEW) CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-174	Dependent	TXN	—	15000	1001	TEXAS INSTRUMENTS INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-173	Dependent	GM	—	15000	1001	GENERAL MOTORS COMPANY CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-172	Dependent	TEL	—	15000	1001	TE CONNECTIVITY LTD CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-171	Dependent	TGT	—	15000	1001	TARGET CORPORATION CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-170	Dependent	CRM	—	15000	1001	SALESFORCE INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-17	Dependent	—	—	15000	1001	Wells Fargo & Company Hybrid Perpetual USD	Fixed Income	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-169	Dependent	AVGO	—	15000	1001	BROADCOM INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-168	Dependent	AMZN	—	15000	1001	AMAZON.COM INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-167	Dependent	PYPL	—	15000	1001	PAYPAL HOLDINGS, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-166	Dependent	GOOGL	—	15000	1001	ALPHABET INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-165	Dependent	VRTX	—	15000	1001	VERTEX PHARMACEUTICALS INCORPO CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-164	Dependent	EQR	—	15000	1001	EQUITY RESIDENTIAL CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-163	Dependent	TSLA	—	50000	15001	TESLA, INC. CMN	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-162	Dependent	BRK-B	—	50000	15001	BERKSHIRE HATHAWAY INC. CLASS B	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-161	Dependent	CCI	—	50000	15001	CROWN CASTLE INTL CORP CMN	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-160	Dependent	MS	—	50000	15001	MORGAN STANLEY CMN	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-16	Dependent	AMZN	—	15000	1001	Amazon.com Inc CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-159	Dependent	DIS	—	50000	15001	WALT DISNEY COMPANY (THE) CMN	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-158	Dependent	—	—	50000	15001	MC DONALDS CORP CMN	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-157	Dependent	—	—	50000	15001	MEDTRONIC PUBLIC LIMITED COMPA CMN	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-156	Dependent	AAPL	—	50000	15001	APPLE INC. CMN	Common Stock	$15,001 - $50,000	2022-12-06	sell	23
house-8219318-ocr-155	Dependent	RNG	—	—	—	RINGCENTRAL, INC. CMN	Common Stock	—	2022-12-06	buy	23
house-8219318-ocr-154	Dependent	AMD	—	15000	1001	ADVANCED MICRO DEVICES, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-153	Dependent	U	—	15000	1001	UNITY SOFTWARE INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-152	Dependent	QS	—	15000	1001	QUANTUMSCAPE CORP CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-151	Dependent	—	—	15000	1001	JONES LANG LASALLE INCORPORATE CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-150	Dependent	ROKU	—	15000	1001	ROKU, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-15	Dependent	TSLA	—	15000	1001	Tesla, Inc. CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-149	Dependent	DOCU	—	15000	1001	DOCUSIGN, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-148	Dependent	SNAP	—	15000	1001	SNAP INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-147	Dependent	CHTR	—	15000	1001	CHARTER COMMUNICATIONS, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-146	Dependent	VNO	—	15000	1001	VORNADO REALTY TRUST CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-145	Dependent	—	—	15000	1001	IAC INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-144	Dependent	STX	—	15000	1001	SEAGATE TECHNOLOGY HOLDIN PLC CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-143	Dependent	SPOT	—	15000	1001	SPOTIFY TECHNOLOGY S.A. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-142	Dependent	—	—	15000	1001	LOUISVILLE & JEFFERSON CNTY KY REV 5.0000% 05/15/23 MN	Municipal Bond	$1,001 - $15,000	2022-12-12	buy	19
house-8219318-ocr-141	Dependent	—	—	15000	1001	AIKEN CNTY S C CONS SCH DIST GO 5% 03/01/23 MS	Municipal Bond	$1,001 - $15,000	2022-12-09	buy	20
house-8219318-ocr-140	Dependent	—	—	15000	1001	CHCAGO ILL HARE INTL ARPT FOR REV 5.0000% 01/01/23 JJ	Municipal Bond	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-14	Dependent	MSFT	—	15000	1001	Microsoft Corporation CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-139	Dependent	PLD	—	15000	1001	PROLOGIS INC CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-138	Dependent	DLR	—	15000	1001	DIGITAL REALTY TRUST, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-137	Dependent	AMT	Ahuja Khanna Children Irrevocable Trust	15000	1001	American Tower Corporation CMN	Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-136	Dependent	DEI	Ahuja Khanna Children Irrevocable Trust	15000	1001	Douglas Emmett, Inc. CMN	Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-135	Dependent	—	Ahuja Khanna Children Irrevocable Trust	15000	1001	Spartanburg Cnty S C Rev Rev 4.0000% 04/01/23 AO	Stock	$1,001 - $15,000	2022-12-06	buy	23
house-8219318-ocr-134	Dependent	—	Ahuja Khanna Children Irrevocable Trust	15000	1001	Ames Iowa GO 5% 06/01/23 JD	Stock	$1,001 - $15,000	2022-12-02	buy	25
house-8219318-ocr-133	Dependent	—	Ahuja Khanna Children Irrevocable Trust	15000	1001	Hazelwood MO Sch Dist GO 5.0000% 03/01/23 MS	Stock	$1,001 - $15,000	2022-12-12	buy	19
house-8219318-ocr-132	Dependent	—	Ahuja Grandchildren's Education Trust; Partial Sale	15000	1001	VF Corp CMN	Stock	$1,001 - $15,000	2022-12-22	sell	11
house-8219318-ocr-131	Dependent	T	Ahuja Grandchildren's Education Trust; Partial Sale	15000	1001	AT&T Inc. CMN	Stock	$1,001 - $15,000	2022-12-14	sell	17
house-8219318-ocr-130	Dependent	FDX	Ahuja Grandchildren's Education Trust	15000	1001	FedEx Corporation CMN	Stock	$1,001 - $15,000	2022-12-21	sell	12
house-8219318-ocr-13	Dependent	AAPL	—	15000	1001	Apple Inc. CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-129	Dependent	—	Ahuja Grandchildren's Education Trust	15000	1001	Sensata Technologies Holding P CMN	Stock	$1,001 - $15,000	2022-12-22	buy	11
house-8219318-ocr-128	Dependent	—	Ahuja Grandchildren's Education Trust	15000	1001	Sensata Technologies Holding P CMN	Stock	$1,001 - $15,000	2022-12-09	buy	20
house-8219318-ocr-127	Dependent	SSNC	Ahuja Grandchildren's Education Trust	15000	1001	SS&C Technologies Holdings, Inc CMN	Stock	$1,001 - $15,000	2022-12-15	buy	16
house-8219318-ocr-126	Dependent	—	—	15000	1001	Paramount Global Hybrid 03/30/2062 USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-125	Dependent	SPOT	—	15000	1001	Spotify Technology S.A. CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-124	Dependent	—	Partial Sale	15000	1001	Marsh & McLennan Co Inc CMN	Stock	$1,001 - $15,000	2022-12-23	sell	10
house-8219318-ocr-123	Dependent	PNC	—	15000	1001	PNC Financial Services Group, Hybrid Perpetual	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-122	Dependent	KKR	—	15000	1001	KKR & Co. Inc. CMN	Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-121	Dependent	—	—	15000	1001	SVB Financial Group Hybrid Perpetual USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-120	Dependent	—	—	15000	1001	Air Lease Corporation Hybrid Perpetual USD	Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-12	Dependent	—	—	15000	1001	Call/DE Flex Euro PM @ 415 Exp 12/02/2022	Option	$1,001 - $15,000	2022-12-02	sell	25
house-8219318-ocr-119	Dependent	—	—	15000	1001	CHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL USD	Hybrid Perpetual	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-118	Dependent	SNOW	—	15000	1001	SNOWFLAKE INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-117	Dependent	CRWD	—	15000	1001	CROWDSTRIKE HOLDINGS, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-116	Dependent	—	—	15000	1001	VF CORP CMN	Common Stock	$1,001 - $15,000	2022-12-27	sell	8
house-8219318-ocr-115	Dependent	EQH	—	15000	1001	EQUITABLE HOLDINGS, INC. HYBRID PERPETUAL USD	Hybrid Perpetual	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-114	Dependent	—	—	15000	1001	MORGAN STANLEY HYBRID PERPETUAL USD	Hybrid Perpetual	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-113	Dependent	—	—	15000	1001	FIRST CITIZENS BANCSHARES INC HYBRID PERPETUAL	Hybrid Perpetual	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-112	Dependent	—	—	15000	1001	BANK OF NEW YORK MELLON CORPOR HYBRID PERPETUAL USD	Hybrid Perpetual	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-111	Dependent	—	—	15000	1001	VF CORP CMN	Common Stock	$1,001 - $15,000	2022-12-22	sell	11
house-8219318-ocr-110	Dependent	TTD	—	15000	1001	TRADE DESK, INC. (THE) CMN	Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-11	Dependent	—	—	15000	1001	Call/PG Flex Euro PM @ 135 Exp 12/02/2022	Option	$1,001 - $15,000	2022-12-02	sell	25
house-8219318-ocr-109	Dependent	ISRG	—	15000	1001	INTUITIVE SURGICAL, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-108	Dependent	—	—	15000	1001	MORGAN STANLEY PFD USD1.6250(6.50%) SERIES P	Preferred Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-107	Dependent	—	—	15000	1001	VF CORP CMN	Common Stock	$1,001 - $15,000	2022-12-27	sell	8
house-8219318-ocr-106	Dependent	PRU	—	15000	1001	PRUDENTIAL FINANCIAL, INC. HYBRID 03/01/2052 USD	Hybrid	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-105	Dependent	—	—	15000	1001	SVB FINANCIAL GROUP HYBRID PERPETUAL USD	Hybrid Perpetual	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-104	Dependent	—	—	15000	1001	ASML HOLDING N.V. ADR CMN	Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-103	Dependent	LIN	—	15000	1001	LINDE PLC CMN	Common Stock	$1,001 - $15,000	2022-12-14	sell	17
house-8219318-ocr-102	Dependent	HD	—	15000	1001	THE HOME DEPOT, INC. CMN	Common Stock	$1,001 - $15,000	2022-12-06	sell	23
house-8219318-ocr-101	Dependent	MAR	—	15000	1001	MARRIOTT INTERNATIONAL, INC CMN CLASS A	Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-100	Dependent	TEAM	—	15000	1001	ATLASSIAN CORP CMN	Common Stock	$1,001 - $15,000	2022-12-05	sell	24
house-8219318-ocr-10	Dependent	—	—	15000	1001	Call/LIN Flex Euro PM @ 305 Exp 12/02/2022	Option	$1,001 - $15,000	2022-12-02	sell	25
house-8219318-ocr-1	Dependent	MRVL	—	15000	1001	Marvell Technology Group Ltd	Stock	$1,001 - $15,000	2022-12-14	buy	17

Original filing document