KeyVex › Disclosures › Congressional trades

KeyVex publishes these public financial disclosure filings as news, free and without registration, under the news-media provision of 5 U.S.C. § 13107(c). Source documents are linked on every entry.

Rohit Khanna (House) disclosed 453 transactions

· 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.

2023-03-24 · buyAltria Group, Inc. CMN — $1,001 - $15,000
2023-03-24 · buyCME Group Inc. CMN Class A — $1,001 - $15,000
2023-03-24 · buyNetApp, Inc. CMN — $1,001 - $15,000
2023-03-24 · buyDow Inc CMN — $1,001 - $15,000
2023-03-24 · buyBrown Forman Corp Cl B CMN Class B — $1,001 - $15,000
2023-03-24 · buySherwin-Williams Co CMN — $1,001 - $15,000
2023-03-24 · buyAmerican Express Co. CMN — $1,001 - $15,000
2023-03-24 · buyMARSH & MCLENNAN CO INC CMN — $1,001 - $15,000
2023-03-24 · buyLOEWS CORPORATION CMN — $1,001 - $15,000
2023-03-24 · buyCOMCAST CORPORATION CMN CLASS A VOTING — $1,001 - $15,000
2023-03-07 · buyAllstate Corporation Common Stock — $1,001 - $15,000
2023-03-24 · buyFEDEX CORPORATION CMN — $1,001 - $15,000
2023-03-24 · buyEMERSON ELECTRIC CO. CMN — $1,001 - $15,000
2023-03-24 · buyAT&T INC. CMN — $1,001 - $15,000
2023-03-24 · buyM&T BANK CORPORATION CMN — $1,001 - $15,000
2023-03-24 · buyCHARTER COMMUNICATIONS, INC. CMN — $1,001 - $15,000
2023-03-24 · buyKROGER COMPANY CMN — $1,001 - $15,000
2023-03-24 · buyALEXANDRIA REAL ESTATE EQUITIES, INC. — $1,001 - $15,000
2023-03-24 · buyPNC FINANCIAL SERVICES GROUP, CMN — $1,001 - $15,000
2023-03-24 · buyWALT DISNEY COMPANY (THE) CMN — $1,001 - $15,000
2023-03-24 · buyALPHABET INC. CMN CLASS A — $1,001 - $15,000
2023-03-30 · sellCadence Design System — $1,001 - $15,000
2023-03-24 · buyESSEX PROPERTY TRUST INC CMN — $1,001 - $15,000
2023-03-24 · buyPUBLIC STORAGE CMN — $1,001 - $15,000
2023-03-24 · buyFIDELITY NATL INFO SVCS INC CMN — $1,001 - $15,000
2023-03-24 · buyTARGET CORPORATION CMN — $1,001 - $15,000
2023-03-24 · buyKELLOGG COMPANY CMN — $1,001 - $15,000
2023-03-24 · buyFIFTH THIRD BANCORP CMN — $1,001 - $15,000
2023-03-01 · buyDALLAS CNTY TEX HOSP DIST DB 5% 08/15/30 FA — $1,001 - $15,000
2023-03-24 · buyMETA PLATFORMS INC-CLASS A CMN CLASS A — $1,001 - $15,000
2023-03-01 · buySPOKANE WASH WTR & WASTEWATER REV 5% 12/01/23 JD — $1,001 - $15,000
2023-03-01 · buyKirkland Wash GO 5% 12/01/23 JD — $1,001 - $15,000
2023-03-30 · buyFortive Corp — $1,001 - $15,000
2023-03-24 · buyWells Fargo & Co (New) CMN — $1,001 - $15,000
2023-03-24 · buyAdvanced Micro Devices, Inc. CMN — $1,001 - $15,000
2023-03-24 · buyUnitedHealth Group Incorporate CMN — $1,001 - $15,000
2023-03-24 · buyAvalonbay Communities Inc CMN — $1,001 - $15,000
2023-03-24 · buyMedtronic Public Limited Compa CMN — $1,001 - $15,000
2023-03-24 · buyJPMorgan Chase & Co CMN — $1,001 - $15,000
2023-03-24 · buyEquity Residential CMN — $1,001 - $15,000
2023-03-24 · buyEquinix, Inc. REIT — $1,001 - $15,000
2023-03-24 · buyU.S. Bancorp CMN — $1,001 - $15,000
2023-03-24 · buyCentene Corporation CMN — $1,001 - $15,000
2023-03-24 · buyAmerican Tower Corp — $1,001 - $15,000
2023-03-24 · buyTruist Financial Corporation CMN — $1,001 - $15,000
2023-03-03 · buyFlorida St TPK Auth TPK Rev Rev 5% 07/01/23 JJ — $1,001 - $15,000
2023-03-24 · buyAbbott Laboratories CMN — $1,001 - $15,000
2023-03-01 · buyLake Cnty Ohio Cmnty College Rev 5% 10/01/23 AO — $1,001 - $15,000
2023-03-24 · buyCitigroup Inc. CMN — $1,001 - $15,000
2023-03-24 · buyTesla, Inc. CMN — $1,001 - $15,000
2023-03-24 · buyMC Donalds Corp CMN — $1,001 - $15,000
2023-03-24 · buyElevance Health Inc CMN — $1,001 - $15,000
2023-03-24 · buyCrown Castle Intl Corp CMN — $1,001 - $15,000
2023-03-24 · buyUnion Pacific Corp. CMN — $15,001 - $50,000
2023-03-22 · buyBlock Inc Cl A — $1,001 - $15,000
2023-03-24 · buyPrudential Financial Inc CMN — $15,001 - $50,000
2023-03-24 · buyMerck & Co., Inc. CMN — $15,001 - $50,000
2023-03-24 · buyAmazon.com Inc CMN — $15,001 - $50,000
2023-03-24 · buyBerkshire Hathaway Inc. Class B — $15,001 - $50,000
2023-03-16 · sellMicrosoft Corporation CMN — $1,001 - $15,000
…393 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.

partyDemocrat
stateCA
officeKhanna, Rohit (Representative)
ptr id8219444
chamberhouse
report urlhttps://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219444.pdf
bioguide idK000389
data sourceHOUSE_CLERK_PTR
member lastKhanna
member nameRohit Khanna
member firstRohit
state districtCA17
disclosure date2023-04-07
extraction methodvision_ocr

Each transaction (453)

idownertickercommentamount maxamount minasset nameasset typeamount rangetransaction datetransaction typereporting lag days
house-8219444-ocr-99DependentMO—150001001Altria Group, Inc. CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-98DependentCME—150001001CME Group Inc. CMN Class AStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-97DependentNTAP—150001001NetApp, Inc. CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-96DependentDOW—150001001Dow Inc CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-95Dependent——150001001Brown Forman Corp Cl B CMN Class BStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-94DependentSHW—150001001Sherwin-Williams Co CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-93DependentAXP—150001001American Express Co. CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-92Dependent——150001001MARSH & MCLENNAN CO INC CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-91DependentL—150001001LOEWS CORPORATION CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-90DependentCMCSA—150001001COMCAST CORPORATION CMN CLASS A VOTINGStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-9DependentALLMonte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001Allstate Corporation Common StockCommon Stock$1,001 - $15,0002023-03-07buy24
house-8219444-ocr-89DependentFDX—150001001FEDEX CORPORATION CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-88DependentEMR—150001001EMERSON ELECTRIC CO. CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-87DependentT—150001001AT&T INC. CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-86DependentMTB—150001001M&T BANK CORPORATION CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-85DependentCHTR—150001001CHARTER COMMUNICATIONS, INC. CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-84DependentKR—150001001KROGER COMPANY CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-83DependentARE—150001001ALEXANDRIA REAL ESTATE EQUITIES, INC.Stock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-82DependentPNC—150001001PNC FINANCIAL SERVICES GROUP, CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-81DependentDIS—150001001WALT DISNEY COMPANY (THE) CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-80DependentGOOGL—150001001ALPHABET INC. CMN CLASS AStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-8DependentCDNS—150001001Cadence Design SystemStock$1,001 - $15,0002023-03-30sell6
house-8219444-ocr-79DependentESS—150001001ESSEX PROPERTY TRUST INC CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-78DependentPSA—150001001PUBLIC STORAGE CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-77DependentFIS—150001001FIDELITY NATL INFO SVCS INC CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-76DependentTGT—150001001TARGET CORPORATION CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-75Dependent——150001001KELLOGG COMPANY CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-74DependentFITB—150001001FIFTH THIRD BANCORP CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-73Dependent——150001001DALLAS CNTY TEX HOSP DIST DB 5% 08/15/30 FAStock$1,001 - $15,0002023-03-01buy28
house-8219444-ocr-72DependentMETA—150001001META PLATFORMS INC-CLASS A CMN CLASS AStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-71Dependent——150001001SPOKANE WASH WTR & WASTEWATER REV 5% 12/01/23 JDStock$1,001 - $15,0002023-03-01buy28
house-8219444-ocr-70Dependent——150001001Kirkland Wash GO 5% 12/01/23 JDStock$1,001 - $15,0002023-03-01buy28
house-8219444-ocr-7DependentFTV—150001001Fortive CorpStock$1,001 - $15,0002023-03-30buy6
house-8219444-ocr-69DependentWFC—150001001Wells Fargo & Co (New) CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-68DependentAMD—150001001Advanced Micro Devices, Inc. CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-67Dependent——150001001UnitedHealth Group Incorporate CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-66DependentAVB—150001001Avalonbay Communities Inc CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-65Dependent——150001001Medtronic Public Limited Compa CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-64DependentJPM—150001001JPMorgan Chase & Co CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-63DependentEQR—150001001Equity Residential CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-62DependentEQIX—150001001Equinix, Inc. REITStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-61Dependent——150001001U.S. Bancorp CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-60DependentCNC—150001001Centene Corporation CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-6DependentAMT—150001001American Tower CorpStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-59DependentTFC—150001001Truist Financial Corporation CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-58Dependent——150001001Florida St TPK Auth TPK Rev Rev 5% 07/01/23 JJStock$1,001 - $15,0002023-03-03buy26
house-8219444-ocr-57DependentABT—150001001Abbott Laboratories CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-56Dependent——150001001Lake Cnty Ohio Cmnty College Rev 5% 10/01/23 AOStock$1,001 - $15,0002023-03-01buy28
house-8219444-ocr-55DependentC—150001001Citigroup Inc. CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-54DependentTSLA—150001001Tesla, Inc. CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-53Dependent——150001001MC Donalds Corp CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-52DependentELV—150001001Elevance Health Inc CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-51Dependent——150001001Crown Castle Intl Corp CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-50DependentUNP—5000015001Union Pacific Corp. CMNStock$15,001 - $50,0002023-03-24buy10
house-8219444-ocr-5Dependent——150001001Block Inc Cl AStock$1,001 - $15,0002023-03-22buy12
house-8219444-ocr-49DependentPRU—5000015001Prudential Financial Inc CMNStock$15,001 - $50,0002023-03-24buy10
house-8219444-ocr-48DependentMRKAhuja Khanna Children Irrevocable Trust5000015001Merck & Co., Inc. CMNCommon Stock$15,001 - $50,0002023-03-24buy10
house-8219444-ocr-47DependentAMZNAhuja Khanna Children Irrevocable Trust5000015001Amazon.com Inc CMNCommon Stock$15,001 - $50,0002023-03-24buy10
house-8219444-ocr-46DependentBRK-BAhuja Khanna Children Irrevocable Trust5000015001Berkshire Hathaway Inc. Class BCommon Stock$15,001 - $50,0002023-03-24buy10
house-8219444-ocr-453SpouseMSFT—150001001Microsoft Corporation CMNCommon Stock$1,001 - $15,0002023-03-16sell16
house-8219444-ocr-452SpouseGOOGL—150001001Alphabet Inc. CMN Class ACommon Stock$1,001 - $15,0002023-03-16sell16
house-8219444-ocr-451Spouse——150001001First Republic Bank CMNCommon Stock$1,001 - $15,0002023-03-15sell17
house-8219444-ocr-450SpousePEP—150001001Pepsico, Inc. CMNCommon Stock$1,001 - $15,0002023-03-15sell17
house-8219444-ocr-45DependentACNAhuja Khanna Children Irrevocable Trust5000015001Accenture PLC CMN Class ACommon Stock$15,001 - $50,0002023-03-24buy10
house-8219444-ocr-449SpouseBKNG—150001001Booking Holdings Inc. CMNCommon Stock$1,001 - $15,0002023-03-07sell24
house-8219444-ocr-448SpouseBKNG—150001001Booking Holdings Inc. CMNCommon Stock$1,001 - $15,0002023-03-03sell26
house-8219444-ocr-447SpouseRRX—150001001Regal Rexnord Corp CMNCommon Stock$1,001 - $15,0002023-03-13buy19
house-8219444-ocr-446Spouse——150001001First Republic Bank CMNCommon Stock$1,001 - $15,0002023-03-10buy21
house-8219444-ocr-445Spouse——150001001First Republic Bank CMNCommon Stock$1,001 - $15,0002023-03-09buy22
house-8219444-ocr-444SpouseRRX—150001001Regal Rexnord Corp CMNCommon Stock$1,001 - $15,0002023-03-08buy23
house-8219444-ocr-443SpouseRRX—150001001Regal Rexnord Corp CMNCommon Stock$1,001 - $15,0002023-03-10buy21
house-8219444-ocr-442SpouseLEA—150001001Lear Corporation CMNCommon Stock$1,001 - $15,0002023-03-10buy21
house-8219444-ocr-441SpouseAIG—150001001American Intl Group, Inc. CMNCommon Stock$1,001 - $15,0002023-03-16buy16
house-8219444-ocr-440SpouseRRX—150001001Regal Rexnord Corp CMNCommon Stock$1,001 - $15,0002023-03-23buy11
house-8219444-ocr-44DependentMSFTAhuja Khanna Children Irrevocable Trust5000015001Microsoft Corporation CMNCommon Stock$15,001 - $50,0002023-03-24buy10
house-8219444-ocr-439SpouseTFC—150001001Truist Financial Corporation CMNCommon Stock$1,001 - $15,0002023-03-15buy17
house-8219444-ocr-438SpouseWFC—150001001Wells Fargo & Co (New) CMNCommon Stock$1,001 - $15,0002023-03-15buy17
house-8219444-ocr-437SpouseALL—150001001Allstate Corporation Common StockCommon Stock$1,001 - $15,0002023-03-07buy24
house-8219444-ocr-436Spouse—Ritu Ahuja 1995 Trust150001001Florida ST BRD ED Pub ED DB 5% 06/01/23 JDMunicipal Bond$1,001 - $15,0002023-03-06buy25
house-8219444-ocr-435Spouse—Ritu Ahuja 1995 Trust150001001Aldine Tex INDPT SCH Dist GO 5% 02/15/24 FAMunicipal Bond$1,001 - $15,0002023-03-09buy22
house-8219444-ocr-434Spouse—Ritu Ahuja 1995 Trust5000015001San Antonio Tex WTR REV 5.0000% 05/15/23 MNMunicipal Bond$15,001 - $50,0002023-03-02buy27
house-8219444-ocr-433Spouse—Ritu Ahuja 1995 Trust5000015001North Carolina ST LTD Oblig REV 5% 05/01/23 MNMunicipal Bond$15,001 - $50,0002023-03-15buy17
house-8219444-ocr-432Spouse—Ritu Ahuja 1995 Trust10000050001Illinois Fin Auth REV REV 5.0000% 07/01/23-CA JJMunicipal Bond$50,001 - $100,0002023-03-06buy25
house-8219444-ocr-431Spouse—Ritu Ahuja 1995 Trust10000050001Rio Rancho N Mex WTR & REV 5% 05/15/23 MNMunicipal Bond$50,001 - $100,0002023-03-06buy25
house-8219444-ocr-430Spouse—Ritu Ahuja 1995 Trust10000050001South Carolina ST GO 5% 04/01/23 AOMunicipal Bond$50,001 - $100,0002023-03-02buy27
house-8219444-ocr-43DependentJNJAhuja Khanna Children Irrevocable Trust5000015001Johnson & Johnson CMNCommon Stock$15,001 - $50,0002023-03-24buy10
house-8219444-ocr-429SpouseGDDY—150001001GoDaddy Inc. CMN Class ACommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-428SpouseNWL—150001001Newell Brands Inc CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-427SpouseCBREPartial Sale150001001CBRE Group, Inc. CMN Class ACommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-426SpouseIONS—150001001Ionis Pharmaceuticals, Inc. CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-425SpouseLYV—150001001Live Nation Entertainment Inc CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-424SpouseKRC—150001001Kilroy Realty Corporation Common StockCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-423SpouseRITM—150001001Rithm Capital Corp CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-422SpouseEPAM—150001001EPAM Systems, Inc. CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-421SpouseHR—150001001Healthcare Realty Trust Inc CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-420SpouseTRMB—150001001TRIMBLE INC CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-42DependentBKNGAhuja Grandchildren's Education Trust150001001Booking Holdings Inc. CMNCommon Stock$1,001 - $15,0002023-03-07sell24
house-8219444-ocr-419SpouseMAT—150001001MATTEL, INC. CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-418SpouseHOG—150001001HARLEY-DAVIDSON INC CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-417SpouseEHC—150001001ENCOMPASS HEALTH CORPORATION CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-416SpouseCPRI—150001001CAPRI HOLDINGS LIMITED CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-415SpouseINCY—150001001INCYTE CORPORATION CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-414SpouseELVPartial Sale150001001ELEVANCE HEALTH INC CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-413Spouse——150001001PERKINELMER, INC CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-412SpouseDOCU—150001001DOCUSIGN, INC. CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-411SpouseSBAC—150001001SBA COMMUNICATIONS CORPORATION CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-410SpouseCPT—150001001CAMDEN PROPERTY TRUST CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-41DependentBKNGAhuja Grandchildren's Education Trust150001001Booking Holdings Inc. CMNCommon Stock$1,001 - $15,0002023-03-03sell26
house-8219444-ocr-409SpousePAYC—150001001PAYCOM SOFTWARE, INC. CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-408Spouse——150001001UNIVERSAL HEALTH SVC CL B CMN CLASS BStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-407SpouseVNO—150001001VORNADO REALTY TRUST CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-406SpouseETSYPartial Sale150001001ETSY, INC. CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-405SpouseELPartial Sale150001001ESTEE LAUDER COS INC CL-A CMN CLASS AStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-404Spouse——150001001AMEDISYS, INC. CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-403SpouseKHCPartial Sale150001001THE KRAFT HEINZ CO CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-402SpouseHRL—150001001HORMEL FOODS CORPORATION CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-401SpouseAREPartial Sale150001001ALEXANDRIA REAL ESTATE EQUITIES, INC.Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-400Spouse——150001001LABORATORY CORPORATION OF AMER CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-40DependentPEPAhuja Grandchildren's Education Trust150001001Pepsico, Inc. CMNCommon Stock$1,001 - $15,0002023-03-15sell17
house-8219444-ocr-4DependentIT—150001001Gartner IncStock$1,001 - $15,0002023-03-22buy12
house-8219444-ocr-399SpouseVRSN—150001001VERISIGN, INC. CMNStock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-398SpouseBMRN—150001001Biomarin Pharmaceutical Inc. CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-397SpouseALBPartial Sale150001001Albemarle Corp CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-396Spouse—Partial Sale150001001Vertex Pharmaceuticals Incorpo CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-395SpouseNVO—150001001Novo-Nordisk A/S ADR ADR CMNCommon Stock$1,001 - $15,0002023-03-10sell21
house-8219444-ocr-394SpouseFCXPartial Sale150001001Freeport-McMoran Inc CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-393SpouseWDC—150001001Western Digital Corporation CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-392SpouseBLKPartial Sale150001001Blackrock, Inc. CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-391Spouse——150001001Pure Storage Inc CMN Class ACommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-390SpouseHSIC—150001001Henry Schein Inc Common StockCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-39DependentBACAhuja Grandchildren's Education Trust150001001Bank of America Corp CMNCommon Stock$1,001 - $15,0002023-03-13buy19
house-8219444-ocr-389SpouseDD—150001001DuPont De Nemours Inc CMNCommon Stock$1,001 - $15,0002023-03-29sell7
house-8219444-ocr-388SpouseMTD—150001001Mettler-Toledo Intl CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-387SpouseDOWPartial Sale150001001Dow Inc CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-386Spouse——150001001Boston Properties, Inc. Common StockCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-385SpouseRJF—150001001Raymond James Financial, Inc. CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-384SpouseMOH—150001001Molina Healthcare, Inc. CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-383SpouseCFG—150001001Citizens Financial Group, Inc. CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-382SpouseFIS—150001001Fidelity Natl Info Svcs Inc CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-381SpouseTFC—150001001Truist Financial Corporation CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-380SpouseCHTR—150001001Charter Communications, Inc. CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-38DependentMUAhuja Grandchildren's Education Trust150001001Micron Technology, Inc. CMNCommon Stock$1,001 - $15,0002023-03-02buy27
house-8219444-ocr-379SpouseDGPartial Sale150001001Dollar General Corporation CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-378SpouseDOC—150001001Healthpeak Properties Inc CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-377SpouseDELL—150001001Dell Technologies Inc. CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-376Spouse——150001001McCormick & Co Non VTG SHRS CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-375SpouseWFC—150001001Wells Fargo & Co (New) CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-374SpouseMRK—150001001Merck & Co., Inc. CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-373Spouse——150001001Mid-America APT CMNTYS Inc CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-372SpouseAIG—150001001American Intl Group, Inc. CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-371SpouseTMO—150001001Thermo Fisher Scientific Inc CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-370SpousePRU—150001001Prudential Financial Inc CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-37DependentMSFT—150001001Microsoft Corporation CMNCommon Stock$1,001 - $15,0002023-03-03sell26
house-8219444-ocr-369SpouseSHW—150001001Sherwin-Williams Co CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-368SpouseAZO—150001001AutoZone, Inc. CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-367SpouseCSGP—150001001CoStar Group, Inc. CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-366Spouse——150001001Marsh & McLennan Co Inc CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-365Spouse——150001001AmerisourceBergen Corporation CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-364SpouseHBAN—150001001Huntington Bancshares Incorpor CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-363SpouseDD—150001001DuPont De Nemours Inc CMNCommon Stock$1,001 - $15,0002023-03-13sell19
house-8219444-ocr-362SpouseRSG—150001001Republic Services Inc CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-361SpouseEQR—150001001Equity Residential CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-360SpouseALL—150001001Allstate Corporation Common StockCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-36DependentBKNG—150001001Booking Holdings Inc. CMNCommon Stock$1,001 - $15,0002023-03-07sell24
house-8219444-ocr-359Spouse——150001001STMicroelectronics NV ADR CMNCommon Stock$1,001 - $15,0002023-03-10sell21
house-8219444-ocr-358SpouseCCI—150001001Crown Castle Intl Corp CMNCommon Stock$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-357Spouse——5000015001U.S. Bancorp CMNCommon Stock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-356SpouseMMM—50000150013M Company CMNCommon Stock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-355SpouseREGN—5000015001Regeneron Pharmaceutical Inc CMNCommon Stock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-354SpouseIQV—5000015001Iqvia Holdings Inc CMNStock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-353SpouseSTZ—5000015001Constellation Brands Inc CMN Class AStock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-352SpouseADBE—5000015001Adobe Inc CMNStock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-351SpouseFITB—5000015001Fifth Third Bancorp CMNStock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-350SpousePAYX—5000015001Paychex, Inc. CMNStock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-35DependentBKNG—150001001Booking Holdings Inc. CMNCommon Stock$1,001 - $15,0002023-03-03sell26
house-8219444-ocr-349SpouseACN—5000015001Accenture PLC CMN Class AStock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-348SpousePNC—5000015001PNC Financial Services Group, CMNStock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-347SpouseABBV—5000015001AbbVie Inc CMNStock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-346SpouseSCHW—5000015001Charles Schwab Corporation CMNStock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-345SpouseKDP—5000015001Keurig Dr Pepper Inc CMNStock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-344SpouseNSC—5000015001Norfolk Southern Corp CMNStock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-343SpouseSIEGY—5000015001Siemens Aktiengesellschaft Sponsored ADR CMNStock$15,001 - $50,0002023-03-10sell21
house-8219444-ocr-342SpousePM—5000015001Philip Morris Intl Inc CMNStock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-341SpouseAMT—5000015001American Tower Corporation CMNStock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-340SpouseINTU—5000015001Intuit Inc CMNStock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-34DependentODFL—150001001Old Dominion Freight Line, Inc. CMNCommon Stock$1,001 - $15,0002023-03-03sell26
house-8219444-ocr-339SpouseDIS—5000015001Walt Disney Company (The) CMNStock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-338SpouseAMZN—5000015001Amazon.com Inc CMNStock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-337SpouseBRK.B—5000015001Berkshire Hathaway Inc. Class BStock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-336SpouseCVS—5000015001CVS Health Corp CMNStock$15,001 - $50,0002023-03-14sell18
house-8219444-ocr-335SpouseBMY—10000050001Bristol-Myers Squibb Company CMNStock$50,001 - $100,0002023-03-14sell18
house-8219444-ocr-334SpousePFE—10000050001Pfizer Inc. CMNStock$50,001 - $100,0002023-03-14sell18
house-8219444-ocr-333SpouseXSP—150001001PUT/XSP @ 370 EXP 05/05/2023Option$1,001 - $15,0002023-03-23sell11
house-8219444-ocr-332SpouseXSP@ 374 EXP 04/28/2023150001001PUT/XSP @ 374 EXP 04/28/2023Options$1,001 - $15,0002023-03-08sell23
house-8219444-ocr-331SpouseXSP@ 379 EXP 05/31/2023150001001PUT/XSP @ 379 EXP 05/31/2023Options$1,001 - $15,0002023-03-30sell6
house-8219444-ocr-330SpouseXSP@ 359 EXP 06/16/2023150001001PUT/XSP @ 359 EXP 06/16/2023Options$1,001 - $15,0002023-03-14sell18
house-8219444-ocr-33DependentMSFT—150001001Microsoft Corporation CMNCommon Stock$1,001 - $15,0002023-03-16sell16
house-8219444-ocr-329SpouseXSP@ 371 EXP 05/19/2023150001001PUT/XSP @ 371 EXP 05/19/2023Options$1,001 - $15,0002023-03-01sell28
house-8219444-ocr-328SpouseTAK—150001001Takeda Pharmaceutical Co Ltd Sponsored ADR CMNCommon Stock$1,001 - $15,0002023-03-10buy21
house-8219444-ocr-327Spouse——150001001Compass Group PLC Sponsored ADR CMNCommon Stock$1,001 - $15,0002023-03-10buy21
house-8219444-ocr-326SpouseSMFG—150001001Sumitomo Mitsui Financial GRP Sponsored ADR CMNCommon Stock$1,001 - $15,0002023-03-10buy21
house-8219444-ocr-325Spouse——150001001ING Groep N.V. Spons ADR Sponsored ADR CMNCommon Stock$1,001 - $15,0002023-03-10buy21
house-8219444-ocr-324SpouseELAN—150001001Elanco Animal Health Incorpora CMNCommon Stock$1,001 - $15,0002023-03-13buy19
house-8219444-ocr-323SpouseMRNA—150001001Moderna, Inc. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-322Spouse——150001001BNP Paribas Sponsored ADR CMNCommon Stock$1,001 - $15,0002023-03-10buy21
house-8219444-ocr-321SpouseWST—150001001West Pharmaceutical Services IncCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-320Spouse——150001001Elanco Animal Health Incorpora CMNCommon Stock$1,001 - $15,0002023-03-03buy26
house-8219444-ocr-32DependentGOOGL—150001001Alphabet Inc. CMN Class ACommon Stock$1,001 - $15,0002023-03-16sell16
house-8219444-ocr-319Spouse——150001001ABB Ltd Sponsored ADR CMNCommon Stock$1,001 - $15,0002023-03-10buy21
house-8219444-ocr-318SpouseLIN—150001001Linde PLC CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-317SpouseMA—150001001Mastercard Incorporated CMN Class ACommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-316Spouse——150001001HSBC Holdings PLC Sponsored ADR CMNCommon Stock$1,001 - $15,0002023-03-10buy21
house-8219444-ocr-315SpouseUNP—150001001Union Pacific Corp. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-314SpouseLYB—150001001LyondellBasell Industries N.V. CMN Class ACommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-313SpouseVTRS—150001001Viatris Inc CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-312SpouseTRV—150001001The Travelers Companies, Inc CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-311SpouseAAP—150001001Advance Auto Parts, Inc. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-310SpouseENPH—150001001Enphase Energy, Inc. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-31DependentTXN—150001001Texas Instruments Inc. CMNCommon Stock$1,001 - $15,0002023-03-16sell16
house-8219444-ocr-309SpouseMOS—150001001Mosaic Company (The) CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-308Spouse——150001001Cincinnati Financial CRP CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-307SpouseDEI—150001001Douglas Emmett, Inc. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-306SpouseEA—150001001Electronic Arts CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-305SpouseSYY—150001001Sysco Corporation CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-304SpouseSLG—150001001SL Green Realty Corp. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-303SpouseILMN—150001001Illumina, Inc CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-302SpouseGEN—150001001Gen Digital Inc CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-301Spouse——150001001Cousins Properties Incorporate CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-300SpouseOGN—150001001Organon & Co CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-30DependentBKNG—150001001Booking Holdings Inc. CMNCommon Stock$1,001 - $15,0002023-03-06sell25
house-8219444-ocr-3Dependent——250000100001Wells Fargo & Co 3.90000% Preferred StockStock$100,001 - $250,0002023-03-06buy25
house-8219444-ocr-299SpouseCME—150001001CME Group Inc. CMN Class ACommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-298Spouse——150001001Synovus Financial Corp CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-297SpouseRHI—150001001Robert Half International Inc. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-296SpouseORCL—150001001Oracle Corporation CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-295SpouseLBRDA—150001001Liberty Broadband Corporation CMN Class CCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-294SpouseIFF—150001001Intl. Flavors & Fragrance CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-293SpouseWBD—150001001Warner Bros Discovery Inc CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-292SpouseFAST—150001001Fastenal Company CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-291SpouseINVH—150001001Invitation Homes Inc. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-290SpouseLNC—150001001Lincoln Natl. Corp. Inc. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-29DependentAPTV—150001001Aptiv PLC CMNCommon Stock$1,001 - $15,0002023-03-03sell26
house-8219444-ocr-289SpouseEXR—150001001Extra Space Storage Inc. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-288SpouseJAZZ—150001001JAZZ PHARMACEUTICALS PLC CMNStock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-287SpouseO—150001001REALTY INCOME CORPORATION CMNStock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-286SpouseNTRS—150001001NORTHERN TRUST CORP CMNStock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-285SpouseAMCR—150001001AMCOR PLC CMNStock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-284SpouseDLR—150001001DIGITAL REALTY TRUST, INC. CMNStock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-283SpouseNKE—150001001NIKE CLASS-B CMN CLASS BStock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-282SpouseTECH—150001001BIO-TECHNE CORPORATION CMNStock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-281SpouseEBAY—150001001EBAY INC. CMNStock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-280SpouseL—150001001LOEWS CORPORATION CMNStock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-28DependentBKNGMonte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001Booking Holdings Inc. CMNCommon Stock$1,001 - $15,0002023-03-03sell26
house-8219444-ocr-279Spouse——150001001ELANCO ANIMAL HEALTH INCORPORA CMNStock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-278SpouseIP—150001001INTERNATIONAL PAPER CO. CMNStock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-277SpouseMETA—150001001META PLATFORMS INC-CLASS A CMN CLASS AStock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-276SpouseLLY—150001001ELI LILLY & CO CMNStock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-275SpouseTYL—150001001TYLER TECHNOLOGIES, INC. CMNStock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-274SpouseWBS—150001001WEBSTER FINANCIAL CORP CMNStock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-273Spouse——150001001STATE OF WISCONSIN REV 4.0000% 07/01/23 JJStock$1,001 - $15,0002023-03-03buy26
house-8219444-ocr-272Spouse——150001001WASHINGTON GO 5.0000% 08/01/23 FAStock$1,001 - $15,0002023-03-03buy26
house-8219444-ocr-271Spouse——150001001FLORIDA ST TPK AUTH TPK REV REV 5% 07/01/23 JJStock$1,001 - $15,0002023-03-03buy26
house-8219444-ocr-270Spouse——150001001FORT WORTH TEX GO 5% 03/01/24 MSStock$1,001 - $15,0002023-03-03buy26
house-8219444-ocr-27Dependent—Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001First Republic Bank CMNCommon Stock$1,001 - $15,0002023-03-15sell17
house-8219444-ocr-269Spouse——150001001MURFREESBORO TENN GO 5% 06/01/23 JDStock$1,001 - $15,0002023-03-09buy22
house-8219444-ocr-268Spouse——150001001BALTIMORE MD PROJ REV REV 5.0000% 07/01/26-CA JJStock$1,001 - $15,0002023-03-01buy28
house-8219444-ocr-267Spouse——150001001KING CNTY WASH GO 5% 12/01/23 JDStock$1,001 - $15,0002023-03-01buy28
house-8219444-ocr-266SpousePG—150001001PROCTER & GAMBLE COMPANY (THE) CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-265SpouseFDX—150001001FEDEX CORPORATION CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-264SpouseFTNT—150001001FORTINET, INC. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-263SpouseESS—150001001ESSEX PROPERTY TRUST INC CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-262SpouseC—150001001CITIGROUP INC. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-261Spouse——150001001CARTER'S, INC. CMNCommon Stock$1,001 - $15,0002023-03-30buy6
house-8219444-ocr-260SpouseCMCSA—150001001COMCAST CORPORATION CMN CLASS A VOTINGCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-26DependentPEPMonte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001Pepsico, Inc. CMNCommon Stock$1,001 - $15,0002023-03-15sell17
house-8219444-ocr-259SpouseCRM—150001001SALESFORCE INC CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-258SpouseJPM—150001001JPMORGAN CHASE & CO CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-257SpouseVTR—150001001VENTAS, INC. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-256SpouseCOF—150001001CAPITAL ONE FINANCIAL CORP CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-255SpouseCMG—150001001CHIPOTLE MEXICAN GRILL, INC. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-254Spouse——150001001VODAFONE GROUP PLC ADR CMNCommon Stock$1,001 - $15,0002023-03-10buy21
house-8219444-ocr-253SpouseAVB—150001001AVALONBAY COMMUNITIES INC CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-252SpouseTROW—150001001T. ROWE PRICE GROUP, INC. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-251Spouse——150001001MEDTRONIC PUBLIC LIMITED COMPA CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-250Spouse——150001001ISHARES MSCI AUSTRALIA ETFETF$1,001 - $15,0002023-03-10buy21
house-8219444-ocr-25Dependent—Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001Call/NVDA Flex Euro PM 192.5 Exp 03/03/2023Option$1,001 - $15,0002023-03-03buy26
house-8219444-ocr-249SpouseRF—150001001REGIONS FINANCIAL CORPORATION CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-248SpouseWM—150001001WASTE MANAGEMENT INC CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-247SpouseUDR—150001001UDR INC CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-246SpouseKIM—150001001KIMCO REALTY CORPORATION CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-245SpouseELAN—150001001ELANCO ANIMAL HEALTH INCORPORA CMNCommon Stock$1,001 - $15,0002023-03-31buy5
house-8219444-ocr-244SpouseABT—150001001Abbott Laboratories CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-243SpouseMCK—150001001McKesson Corporation CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-242SpouseEWBC—150001001East West Bancorp Inc CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-241Spouse——150001001Elanco Animal Health Incorpora CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-240SpouseV—150001001Visa Inc. CMN Class ACommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-24DependentTFCMonte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001Truist Financial Corporation CMNCommon Stock$1,001 - $15,0002023-03-09buy22
house-8219444-ocr-239Spouse——150001001iShares, Inc. MSCI Japan ETF Mutual FundMutual Fund/ETF$1,001 - $15,0002023-03-10buy21
house-8219444-ocr-238SpouseNEM—150001001Newmont Corp CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-237SpouseGPN—150001001Global Payments Inc. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-236SpouseADP—150001001Automatic Data Processing Inc CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-235SpouseVZ—150001001Verizon Communications, Inc. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-234SpouseEQIX—150001001Equinix, Inc. REITREIT$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-233SpouseCTSH—150001001Cognizant Technology Solutions Corp Class ACommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-232SpouseINTC—150001001Intel Corporation CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-231SpousePLD—150001001Prologis Inc CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-230SpouseECL—150001001Ecolab Inc. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-23DependentNKEMonte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001Nike Class-B CMN Class BCommon Stock$1,001 - $15,0002023-03-03buy26
house-8219444-ocr-229Spouse——150001001Avantor Funding, Inc. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-228Spouse——150001001Avantor Funding, Inc. CMNCommon Stock$1,001 - $15,0002023-03-27buy9
house-8219444-ocr-227SpouseCSX—5000015001CSX Corporation CMNCommon Stock$15,001 - $50,0002023-03-14buy18
house-8219444-ocr-226Spouse——5000015001Avantor Funding, Inc. CMNCommon Stock$15,001 - $50,0002023-03-15buy17
house-8219444-ocr-225SpouseELAN—5000015001Elanco Animal Health Incorpora CMNCommon Stock$15,001 - $50,0002023-03-10buy21
house-8219444-ocr-224SpouseCB—5000015001Chubb Limited CMNCommon Stock$15,001 - $50,0002023-03-14buy18
house-8219444-ocr-223SpouseMU—5000015001Micron Technology, Inc. CMNCommon Stock$15,001 - $50,0002023-03-02buy27
house-8219444-ocr-222SpouseCNC—150001001Centene Corporation CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-221SpouseICE—150001001Intercontinental Exchange Inc CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-220SpouseMSFT—5000015001Microsoft Corporation CMNCommon Stock$15,001 - $50,0002023-03-14buy18
house-8219444-ocr-22DependentLEAMonte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001Lear Corporation CMNCommon Stock$1,001 - $15,0002023-03-13buy19
house-8219444-ocr-219SpouseMET—5000015001MetLife, Inc. CMNCommon Stock$15,001 - $50,0002023-03-14buy18
house-8219444-ocr-218SpouseMO—150001001Altria Group, Inc. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-217SpousePSA—150001001Public Storage CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-216SpouseNOW—5000015001ServiceNow Inc CMNCommon Stock$15,001 - $50,0002023-03-14buy18
house-8219444-ocr-215SpouseZTS—150001001Zoetis Inc. CMN Class ACommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-214SpouseIBM—150001001Intl Business Machines Corp CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-213SpouseGOOGL—150001001Alphabet Inc. CMN Class ACommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-212SpouseMTB—5000015001M&T Bank Corporation CMNCommon Stock$15,001 - $50,0002023-03-14buy18
house-8219444-ocr-211SpousePEP—5000015001PepsiCo, Inc. CMNCommon Stock$15,001 - $50,0002023-03-14buy18
house-8219444-ocr-210SpouseAAPL—150001001Apple Inc. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-21DependentRRXMonte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001Regal Rexnord Corp CMNCommon Stock$1,001 - $15,0002023-03-13buy19
house-8219444-ocr-209Spouse——150001001Vinci SA ADR CMNCommon Stock$1,001 - $15,0002023-03-10buy21
house-8219444-ocr-208SpouseDHR—5000015001Danaher Corporation CMNCommon Stock$15,001 - $50,0002023-03-14buy18
house-8219444-ocr-207SpouseBAC—150001001Bank of America Corp CMNCommon Stock$1,001 - $15,0002023-03-13buy19
house-8219444-ocr-206SpouseAMGN—150001001Amgen Inc. CMNCommon Stock$1,001 - $15,0002023-03-14buy18
house-8219444-ocr-205SpouseBAC—5000015001Bank of America Corp CMNCommon Stock$15,001 - $50,0002023-03-14buy18
house-8219444-ocr-204SpouseTSLA—5000015001Tesla, Inc. CMNCommon Stock$15,001 - $50,0002023-03-14buy18
house-8219444-ocr-203Spouse——5000015001UnitedHealth Group Incorporate CMNCommon Stock$15,001 - $50,0002023-03-14buy18
house-8219444-ocr-202SpouseKO—5000015001Coca-Cola Company (The) CMNCommon Stock$15,001 - $50,0002023-03-14buy18
house-8219444-ocr-201SpouseJNJ—5000015001Johnson & Johnson CMNCommon Stock$15,001 - $50,0002023-03-14buy18
house-8219444-ocr-200Spouse—Ritu Ahuja Declaration of Trust150001001RE: $ 900,065,000 GO 5.0000% 08/01/23 FAMunicipal Bond$1,001 - $15,0002023-03-15buy17
house-8219444-ocr-20Dependent—Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001First Republic Bank CMNCommon Stock$1,001 - $15,0002023-03-10buy21
house-8219444-ocr-2Dependent——150001001Alphabet Inc Cl AStock$1,001 - $15,0002023-03-06sell25
house-8219444-ocr-199Spouse—Ritu Ahuja Declaration of Trust150001001NEW YORK N Y CITY TRANSITIONAL REV 5% 07/15/25-CA JJMunicipal Bond$1,001 - $15,0002023-03-15buy17
house-8219444-ocr-198Spouse—Ritu Ahuja Declaration of Trust150001001NY CITY MUN WTR FIN AUTH REV 5% 06/15/27-CA JDMunicipal Bond$1,001 - $15,0002023-03-15buy17
house-8219444-ocr-197DependentHST—150001001HOST HOTELS & RESORTS INC CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-196DependentDHR—150001001DANAHER CORPORATION CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-195DependentCZR—150001001CAESARS ENTERTAINMENT INC CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-194Dependent——150001001INTL.FLAVORS & FRAGRANCE CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-193DependentDELL—150001001DELL TECHNOLOGIES INC. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-192DependentRJF—150001001RAYMOND JAMES FINANCIAL, INC. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-191DependentPLUG—150001001PLUG POWER INC. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-190DependentJLL—150001001JONES LANG LASALLE INCORPORATE CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-19DependentRRXMonte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001Regal Rexnord Corp CMNCommon Stock$1,001 - $15,0002023-03-08buy23
house-8219444-ocr-189DependentWMT—150001001WALMART INC CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-188DependentPYPL—150001001PAYPAL HOLDINGS, INC. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-187DependentDVA—150001001DAVITA INC CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-186Dependent——150001001AMERISOURCEBERGEN CORPORATION CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-185DependentVICI—150001001VICI PROPERTIES INC. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-184Dependent——150001001THE BANK OF NY MELLON CORP CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-183DependentWELL—150001001WELLTOWER INC. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-182DependentKDP—150001001KEURIG DR PEPPER INC CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-181DependentPEP—150001001PEPSICO, INC. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-180Dependent——150001001Amedisys, Inc. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-18Dependent—Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001First Republic Bank CMNCommon Stock$1,001 - $15,0002023-03-09buy22
house-8219444-ocr-179Dependent——150001001Universal Health Svc CL B CMN Class BCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-178DependentRF—150001001Regions Financial Corporation CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-177DependentHPE—150001001Hewlett Packard Enterprise Co CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-176DependentWY—150001001Weyerhaeuser Company CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-175DependentAVY—150001001Avery Dennison Corporation CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-174DependentCL—150001001Colgate-Palmolive Co CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-173DependentMOH—150001001Molina Healthcare, Inc. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-172DependentHRL—150001001Hormel Foods Corporation CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-171DependentEPAM—150001001EPAM Systems, Inc. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-170DependentF—150001001Ford Motor Company CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-17DependentRRXMonte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001Regal Rexnord Corp CMNCommon Stock$1,001 - $15,0002023-03-10buy21
house-8219444-ocr-169Dependent——150001001Huntington Bancshares Incorpor CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-168DependentSYF—150001001Synchrony Financial CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-167DependentICE—150001001Intercontinental Exchange Inc CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-166DependentREG—150001001Regency Centers Corporation CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-165DependentMPT—150001001Medical Properties Trust Inc CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-164DependentKEYS—150001001Keysight Technologies, Inc. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-163Dependent——150001001Catalent, Inc. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-162DependentALB—150001001Albemarle Corp CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-161DependentBLK—150001001BlackRock, Inc. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-160DependentEQH—150001001Equitable Holdings Inc CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-16DependentLEAMonte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001Lear Corporation CMNCommon Stock$1,001 - $15,0002023-03-10buy21
house-8219444-ocr-159DependentDEI—150001001Douglas Emmett, Inc. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-158Dependent——150001001Discover Financial Services CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-157DependentCSGP—150001001CoStar Group, Inc. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-156Dependent——150001001Elanco Animal Health Incorpora CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-155DependentTMUS—150001001T-Mobile US, Inc. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-154DependentKHC—150001001The Kraft Heinz Co CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-153DependentULTA—150001001Ulta Beauty Inc CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-152DependentDLR—150001001Digital Realty Trust, Inc. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-151DependentPLD—150001001Prologis Inc CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-150DependentPAYX—150001001Paychex, Inc. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-15DependentAIGMonte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001American Intl Group, Inc. CMNCommon Stock$1,001 - $15,0002023-03-16buy16
house-8219444-ocr-149DependentPM—150001001Philip Morris Intl Inc CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-148DependentDOC—150001001Healthpeak Properties Inc CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-147DependentINTC—150001001Intel Corporation CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-146DependentCSX—150001001CSX Corporation CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-145DependentAMT—150001001American Tower Corporation CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-144Dependent——150001001McCormick & Co Non VTG SHRS CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-143DependentVZ—150001001Verizon Communications, Inc. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-142DependentMMM—1500010013M Company CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-141DependentKO—150001001Coca-Cola Company (The) CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-140DependentNSC—150001001Norfolk Southern Corp CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-14DependentRRXMonte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001Regal Rexnord Corp CMNCommon Stock$1,001 - $15,0002023-03-23buy11
house-8219444-ocr-139DependentGM—150001001General Motors Company CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-138DependentBMY—150001001Bristol-Myers Squibb Company CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-137DependentCOF—150001001Capital One Financial Corp CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-136DependentAIG—150001001American Intl Group, Inc. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-135DependentCI—150001001Cigna Group/The CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-134DependentMET—150001001MetLife, Inc. CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-133Dependent——150001001Charles Schwab Corporation CMNCommon Stock$1,001 - $15,0002023-03-24sell10
house-8219444-ocr-132DependentAMGN—5000015001Amgen Inc. CMNCommon Stock$15,001 - $50,0002023-03-24sell10
house-8219444-ocr-131DependentLOW—5000015001Lowes Companies Inc CMNCommon Stock$15,001 - $50,0002023-03-24sell10
house-8219444-ocr-130DependentIBM—5000015001Intl Business Machines Corp CMNCommon Stock$15,001 - $50,0002023-03-24sell10
house-8219444-ocr-13DependentTFCMonte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001Truist Financial Corporation CMNCommon Stock$1,001 - $15,0002023-03-15buy17
house-8219444-ocr-129DependentCVS—5000015001CVS Health Corp CMNCommon Stock$15,001 - $50,0002023-03-24sell10
house-8219444-ocr-128DependentAAPL—5000015001Apple Inc. CMNCommon Stock$15,001 - $50,0002023-03-24sell10
house-8219444-ocr-127DependentBAC—5000015001Bank of America Corp CMNCommon Stock$15,001 - $50,0002023-03-24sell10
house-8219444-ocr-126Dependent——150001001Laboratory Corporation of Amer CMNCommon Stock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-125DependentSBAC—150001001SBA Communications Corporation CMNCommon Stock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-124DependentKMB—150001001Kimberly-Clark Corporation CMNCommon Stock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-123DependentCTSH—150001001Cognizant Technology Solutions Corp Class ACommon Stock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-122DependentGPN—150001001Global Payments Inc. CMNCommon Stock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-121DependentSYY—150001001Sysco Corporation CMNCommon Stock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-120DependentCE—150001001Celanese Corporation Common StockCommon Stock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-12DependentWFCMonte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001Wells Fargo & Co (New) CMNCommon Stock$1,001 - $15,0002023-03-15buy17
house-8219444-ocr-119DependentCSCO—150001001Cisco Systems, Inc. CMNCommon Stock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-118DependentCCK—150001001Crown Holdings Inc CMNCommon Stock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-117Dependent——150001001Vertex Pharmaceuticals Incorpo CMNCommon Stock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-116DependentWM—150001001Waste Management Inc CMNCommon Stock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-115DependentALL—150001001Allstate Corporation Common StockCommon Stock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-114DependentFAST—150001001Fastenal Company CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-113DependentWDC—150001001Western Digital Corporation CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-112DependentELS—150001001Equity Lifestyle Properties, I CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-111DependentEWBC—150001001East West Bancorp Inc CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-110DependentGLW—150001001Corning Incorporated CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-11DependentNEEMonte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001Nextera Energy, Inc. CMNCommon Stock$1,001 - $15,0002023-03-03buy26
house-8219444-ocr-109DependentCFG—150001001Citizens Financial Group, Inc. CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-108DependentVNO—150001001Vornado Realty Trust CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-107DependentVTR—150001001Ventas, Inc. CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-106DependentKRC—150001001Kilroy Realty Corporation Common StockStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-105DependentIP—150001001International Paper Co. CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-104DependentTRMB—150001001Trimble Inc CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-103DependentLYB—150001001LyondellBasell Industries N.V. CMN Class AStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-102DependentTRU—150001001TransUnion CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-101DependentHIW—150001001Highwoods Properties Inc CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-100DependentCB—150001001Chubb Limited CMNStock$1,001 - $15,0002023-03-24buy10
house-8219444-ocr-10DependentJPMMonte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren150001001JPMorgan Chase & Co CMNCommon Stock$1,001 - $15,0002023-03-03buy26
house-8219444-ocr-1DependentIT—150001001Gartner IncStock$1,001 - $15,0002023-03-06buy25

Original filing document