| id | owner | ticker | comment | amount max | amount min | asset name | asset type | amount range | transaction date | transaction type | reporting lag days |
|---|
| house-8219444-ocr-99 | Dependent | MO | — | 15000 | 1001 | Altria Group, Inc. CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-98 | Dependent | CME | — | 15000 | 1001 | CME Group Inc. CMN Class A | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-97 | Dependent | NTAP | — | 15000 | 1001 | NetApp, Inc. CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-96 | Dependent | DOW | — | 15000 | 1001 | Dow Inc CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-95 | Dependent | — | — | 15000 | 1001 | Brown Forman Corp Cl B CMN Class B | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-94 | Dependent | SHW | — | 15000 | 1001 | Sherwin-Williams Co CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-93 | Dependent | AXP | — | 15000 | 1001 | American Express Co. CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-92 | Dependent | — | — | 15000 | 1001 | MARSH & MCLENNAN CO INC CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-91 | Dependent | L | — | 15000 | 1001 | LOEWS CORPORATION CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-90 | Dependent | CMCSA | — | 15000 | 1001 | COMCAST CORPORATION CMN CLASS A VOTING | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-9 | Dependent | ALL | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | Allstate Corporation Common Stock | Common Stock | $1,001 - $15,000 | 2023-03-07 | buy | 24 |
| house-8219444-ocr-89 | Dependent | FDX | — | 15000 | 1001 | FEDEX CORPORATION CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-88 | Dependent | EMR | — | 15000 | 1001 | EMERSON ELECTRIC CO. CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-87 | Dependent | T | — | 15000 | 1001 | AT&T INC. CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-86 | Dependent | MTB | — | 15000 | 1001 | M&T BANK CORPORATION CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-85 | Dependent | CHTR | — | 15000 | 1001 | CHARTER COMMUNICATIONS, INC. CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-84 | Dependent | KR | — | 15000 | 1001 | KROGER COMPANY CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-83 | Dependent | ARE | — | 15000 | 1001 | ALEXANDRIA REAL ESTATE EQUITIES, INC. | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-82 | Dependent | PNC | — | 15000 | 1001 | PNC FINANCIAL SERVICES GROUP, CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-81 | Dependent | DIS | — | 15000 | 1001 | WALT DISNEY COMPANY (THE) CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-80 | Dependent | GOOGL | — | 15000 | 1001 | ALPHABET INC. CMN CLASS A | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-8 | Dependent | CDNS | — | 15000 | 1001 | Cadence Design System | Stock | $1,001 - $15,000 | 2023-03-30 | sell | 6 |
| house-8219444-ocr-79 | Dependent | ESS | — | 15000 | 1001 | ESSEX PROPERTY TRUST INC CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-78 | Dependent | PSA | — | 15000 | 1001 | PUBLIC STORAGE CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-77 | Dependent | FIS | — | 15000 | 1001 | FIDELITY NATL INFO SVCS INC CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-76 | Dependent | TGT | — | 15000 | 1001 | TARGET CORPORATION CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-75 | Dependent | — | — | 15000 | 1001 | KELLOGG COMPANY CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-74 | Dependent | FITB | — | 15000 | 1001 | FIFTH THIRD BANCORP CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-73 | Dependent | — | — | 15000 | 1001 | DALLAS CNTY TEX HOSP DIST DB 5% 08/15/30 FA | Stock | $1,001 - $15,000 | 2023-03-01 | buy | 28 |
| house-8219444-ocr-72 | Dependent | META | — | 15000 | 1001 | META PLATFORMS INC-CLASS A CMN CLASS A | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-71 | Dependent | — | — | 15000 | 1001 | SPOKANE WASH WTR & WASTEWATER REV 5% 12/01/23 JD | Stock | $1,001 - $15,000 | 2023-03-01 | buy | 28 |
| house-8219444-ocr-70 | Dependent | — | — | 15000 | 1001 | Kirkland Wash GO 5% 12/01/23 JD | Stock | $1,001 - $15,000 | 2023-03-01 | buy | 28 |
| house-8219444-ocr-7 | Dependent | FTV | — | 15000 | 1001 | Fortive Corp | Stock | $1,001 - $15,000 | 2023-03-30 | buy | 6 |
| house-8219444-ocr-69 | Dependent | WFC | — | 15000 | 1001 | Wells Fargo & Co (New) CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-68 | Dependent | AMD | — | 15000 | 1001 | Advanced Micro Devices, Inc. CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-67 | Dependent | — | — | 15000 | 1001 | UnitedHealth Group Incorporate CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-66 | Dependent | AVB | — | 15000 | 1001 | Avalonbay Communities Inc CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-65 | Dependent | — | — | 15000 | 1001 | Medtronic Public Limited Compa CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-64 | Dependent | JPM | — | 15000 | 1001 | JPMorgan Chase & Co CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-63 | Dependent | EQR | — | 15000 | 1001 | Equity Residential CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-62 | Dependent | EQIX | — | 15000 | 1001 | Equinix, Inc. REIT | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-61 | Dependent | — | — | 15000 | 1001 | U.S. Bancorp CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-60 | Dependent | CNC | — | 15000 | 1001 | Centene Corporation CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-6 | Dependent | AMT | — | 15000 | 1001 | American Tower Corp | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-59 | Dependent | TFC | — | 15000 | 1001 | Truist Financial Corporation CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-58 | Dependent | — | — | 15000 | 1001 | Florida St TPK Auth TPK Rev Rev 5% 07/01/23 JJ | Stock | $1,001 - $15,000 | 2023-03-03 | buy | 26 |
| house-8219444-ocr-57 | Dependent | ABT | — | 15000 | 1001 | Abbott Laboratories CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-56 | Dependent | — | — | 15000 | 1001 | Lake Cnty Ohio Cmnty College Rev 5% 10/01/23 AO | Stock | $1,001 - $15,000 | 2023-03-01 | buy | 28 |
| house-8219444-ocr-55 | Dependent | C | — | 15000 | 1001 | Citigroup Inc. CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-54 | Dependent | TSLA | — | 15000 | 1001 | Tesla, Inc. CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-53 | Dependent | — | — | 15000 | 1001 | MC Donalds Corp CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-52 | Dependent | ELV | — | 15000 | 1001 | Elevance Health Inc CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-51 | Dependent | — | — | 15000 | 1001 | Crown Castle Intl Corp CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-50 | Dependent | UNP | — | 50000 | 15001 | Union Pacific Corp. CMN | Stock | $15,001 - $50,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-5 | Dependent | — | — | 15000 | 1001 | Block Inc Cl A | Stock | $1,001 - $15,000 | 2023-03-22 | buy | 12 |
| house-8219444-ocr-49 | Dependent | PRU | — | 50000 | 15001 | Prudential Financial Inc CMN | Stock | $15,001 - $50,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-48 | Dependent | MRK | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | Merck & Co., Inc. CMN | Common Stock | $15,001 - $50,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-47 | Dependent | AMZN | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | Amazon.com Inc CMN | Common Stock | $15,001 - $50,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-46 | Dependent | BRK-B | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | Berkshire Hathaway Inc. Class B | Common Stock | $15,001 - $50,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-453 | Spouse | MSFT | — | 15000 | 1001 | Microsoft Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-16 | sell | 16 |
| house-8219444-ocr-452 | Spouse | GOOGL | — | 15000 | 1001 | Alphabet Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2023-03-16 | sell | 16 |
| house-8219444-ocr-451 | Spouse | — | — | 15000 | 1001 | First Republic Bank CMN | Common Stock | $1,001 - $15,000 | 2023-03-15 | sell | 17 |
| house-8219444-ocr-450 | Spouse | PEP | — | 15000 | 1001 | Pepsico, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-15 | sell | 17 |
| house-8219444-ocr-45 | Dependent | ACN | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | Accenture PLC CMN Class A | Common Stock | $15,001 - $50,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-449 | Spouse | BKNG | — | 15000 | 1001 | Booking Holdings Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-07 | sell | 24 |
| house-8219444-ocr-448 | Spouse | BKNG | — | 15000 | 1001 | Booking Holdings Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-03 | sell | 26 |
| house-8219444-ocr-447 | Spouse | RRX | — | 15000 | 1001 | Regal Rexnord Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-13 | buy | 19 |
| house-8219444-ocr-446 | Spouse | — | — | 15000 | 1001 | First Republic Bank CMN | Common Stock | $1,001 - $15,000 | 2023-03-10 | buy | 21 |
| house-8219444-ocr-445 | Spouse | — | — | 15000 | 1001 | First Republic Bank CMN | Common Stock | $1,001 - $15,000 | 2023-03-09 | buy | 22 |
| house-8219444-ocr-444 | Spouse | RRX | — | 15000 | 1001 | Regal Rexnord Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-08 | buy | 23 |
| house-8219444-ocr-443 | Spouse | RRX | — | 15000 | 1001 | Regal Rexnord Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-10 | buy | 21 |
| house-8219444-ocr-442 | Spouse | LEA | — | 15000 | 1001 | Lear Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-10 | buy | 21 |
| house-8219444-ocr-441 | Spouse | AIG | — | 15000 | 1001 | American Intl Group, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-16 | buy | 16 |
| house-8219444-ocr-440 | Spouse | RRX | — | 15000 | 1001 | Regal Rexnord Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-23 | buy | 11 |
| house-8219444-ocr-44 | Dependent | MSFT | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | Microsoft Corporation CMN | Common Stock | $15,001 - $50,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-439 | Spouse | TFC | — | 15000 | 1001 | Truist Financial Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-15 | buy | 17 |
| house-8219444-ocr-438 | Spouse | WFC | — | 15000 | 1001 | Wells Fargo & Co (New) CMN | Common Stock | $1,001 - $15,000 | 2023-03-15 | buy | 17 |
| house-8219444-ocr-437 | Spouse | ALL | — | 15000 | 1001 | Allstate Corporation Common Stock | Common Stock | $1,001 - $15,000 | 2023-03-07 | buy | 24 |
| house-8219444-ocr-436 | Spouse | — | Ritu Ahuja 1995 Trust | 15000 | 1001 | Florida ST BRD ED Pub ED DB 5% 06/01/23 JD | Municipal Bond | $1,001 - $15,000 | 2023-03-06 | buy | 25 |
| house-8219444-ocr-435 | Spouse | — | Ritu Ahuja 1995 Trust | 15000 | 1001 | Aldine Tex INDPT SCH Dist GO 5% 02/15/24 FA | Municipal Bond | $1,001 - $15,000 | 2023-03-09 | buy | 22 |
| house-8219444-ocr-434 | Spouse | — | Ritu Ahuja 1995 Trust | 50000 | 15001 | San Antonio Tex WTR REV 5.0000% 05/15/23 MN | Municipal Bond | $15,001 - $50,000 | 2023-03-02 | buy | 27 |
| house-8219444-ocr-433 | Spouse | — | Ritu Ahuja 1995 Trust | 50000 | 15001 | North Carolina ST LTD Oblig REV 5% 05/01/23 MN | Municipal Bond | $15,001 - $50,000 | 2023-03-15 | buy | 17 |
| house-8219444-ocr-432 | Spouse | — | Ritu Ahuja 1995 Trust | 100000 | 50001 | Illinois Fin Auth REV REV 5.0000% 07/01/23-CA JJ | Municipal Bond | $50,001 - $100,000 | 2023-03-06 | buy | 25 |
| house-8219444-ocr-431 | Spouse | — | Ritu Ahuja 1995 Trust | 100000 | 50001 | Rio Rancho N Mex WTR & REV 5% 05/15/23 MN | Municipal Bond | $50,001 - $100,000 | 2023-03-06 | buy | 25 |
| house-8219444-ocr-430 | Spouse | — | Ritu Ahuja 1995 Trust | 100000 | 50001 | South Carolina ST GO 5% 04/01/23 AO | Municipal Bond | $50,001 - $100,000 | 2023-03-02 | buy | 27 |
| house-8219444-ocr-43 | Dependent | JNJ | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | Johnson & Johnson CMN | Common Stock | $15,001 - $50,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-429 | Spouse | GDDY | — | 15000 | 1001 | GoDaddy Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-428 | Spouse | NWL | — | 15000 | 1001 | Newell Brands Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-427 | Spouse | CBRE | Partial Sale | 15000 | 1001 | CBRE Group, Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-426 | Spouse | IONS | — | 15000 | 1001 | Ionis Pharmaceuticals, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-425 | Spouse | LYV | — | 15000 | 1001 | Live Nation Entertainment Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-424 | Spouse | KRC | — | 15000 | 1001 | Kilroy Realty Corporation Common Stock | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-423 | Spouse | RITM | — | 15000 | 1001 | Rithm Capital Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-422 | Spouse | EPAM | — | 15000 | 1001 | EPAM Systems, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-421 | Spouse | HR | — | 15000 | 1001 | Healthcare Realty Trust Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-420 | Spouse | TRMB | — | 15000 | 1001 | TRIMBLE INC CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-42 | Dependent | BKNG | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Booking Holdings Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-07 | sell | 24 |
| house-8219444-ocr-419 | Spouse | MAT | — | 15000 | 1001 | MATTEL, INC. CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-418 | Spouse | HOG | — | 15000 | 1001 | HARLEY-DAVIDSON INC CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-417 | Spouse | EHC | — | 15000 | 1001 | ENCOMPASS HEALTH CORPORATION CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-416 | Spouse | CPRI | — | 15000 | 1001 | CAPRI HOLDINGS LIMITED CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-415 | Spouse | INCY | — | 15000 | 1001 | INCYTE CORPORATION CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-414 | Spouse | ELV | Partial Sale | 15000 | 1001 | ELEVANCE HEALTH INC CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-413 | Spouse | — | — | 15000 | 1001 | PERKINELMER, INC CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-412 | Spouse | DOCU | — | 15000 | 1001 | DOCUSIGN, INC. CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-411 | Spouse | SBAC | — | 15000 | 1001 | SBA COMMUNICATIONS CORPORATION CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-410 | Spouse | CPT | — | 15000 | 1001 | CAMDEN PROPERTY TRUST CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-41 | Dependent | BKNG | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Booking Holdings Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-03 | sell | 26 |
| house-8219444-ocr-409 | Spouse | PAYC | — | 15000 | 1001 | PAYCOM SOFTWARE, INC. CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-408 | Spouse | — | — | 15000 | 1001 | UNIVERSAL HEALTH SVC CL B CMN CLASS B | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-407 | Spouse | VNO | — | 15000 | 1001 | VORNADO REALTY TRUST CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-406 | Spouse | ETSY | Partial Sale | 15000 | 1001 | ETSY, INC. CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-405 | Spouse | EL | Partial Sale | 15000 | 1001 | ESTEE LAUDER COS INC CL-A CMN CLASS A | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-404 | Spouse | — | — | 15000 | 1001 | AMEDISYS, INC. CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-403 | Spouse | KHC | Partial Sale | 15000 | 1001 | THE KRAFT HEINZ CO CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-402 | Spouse | HRL | — | 15000 | 1001 | HORMEL FOODS CORPORATION CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-401 | Spouse | ARE | Partial Sale | 15000 | 1001 | ALEXANDRIA REAL ESTATE EQUITIES, INC. | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-400 | Spouse | — | — | 15000 | 1001 | LABORATORY CORPORATION OF AMER CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-40 | Dependent | PEP | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Pepsico, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-15 | sell | 17 |
| house-8219444-ocr-4 | Dependent | IT | — | 15000 | 1001 | Gartner Inc | Stock | $1,001 - $15,000 | 2023-03-22 | buy | 12 |
| house-8219444-ocr-399 | Spouse | VRSN | — | 15000 | 1001 | VERISIGN, INC. CMN | Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-398 | Spouse | BMRN | — | 15000 | 1001 | Biomarin Pharmaceutical Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-397 | Spouse | ALB | Partial Sale | 15000 | 1001 | Albemarle Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-396 | Spouse | — | Partial Sale | 15000 | 1001 | Vertex Pharmaceuticals Incorpo CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-395 | Spouse | NVO | — | 15000 | 1001 | Novo-Nordisk A/S ADR ADR CMN | Common Stock | $1,001 - $15,000 | 2023-03-10 | sell | 21 |
| house-8219444-ocr-394 | Spouse | FCX | Partial Sale | 15000 | 1001 | Freeport-McMoran Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-393 | Spouse | WDC | — | 15000 | 1001 | Western Digital Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-392 | Spouse | BLK | Partial Sale | 15000 | 1001 | Blackrock, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-391 | Spouse | — | — | 15000 | 1001 | Pure Storage Inc CMN Class A | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-390 | Spouse | HSIC | — | 15000 | 1001 | Henry Schein Inc Common Stock | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-39 | Dependent | BAC | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Bank of America Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-13 | buy | 19 |
| house-8219444-ocr-389 | Spouse | DD | — | 15000 | 1001 | DuPont De Nemours Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-29 | sell | 7 |
| house-8219444-ocr-388 | Spouse | MTD | — | 15000 | 1001 | Mettler-Toledo Intl CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-387 | Spouse | DOW | Partial Sale | 15000 | 1001 | Dow Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-386 | Spouse | — | — | 15000 | 1001 | Boston Properties, Inc. Common Stock | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-385 | Spouse | RJF | — | 15000 | 1001 | Raymond James Financial, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-384 | Spouse | MOH | — | 15000 | 1001 | Molina Healthcare, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-383 | Spouse | CFG | — | 15000 | 1001 | Citizens Financial Group, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-382 | Spouse | FIS | — | 15000 | 1001 | Fidelity Natl Info Svcs Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-381 | Spouse | TFC | — | 15000 | 1001 | Truist Financial Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-380 | Spouse | CHTR | — | 15000 | 1001 | Charter Communications, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-38 | Dependent | MU | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Micron Technology, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-02 | buy | 27 |
| house-8219444-ocr-379 | Spouse | DG | Partial Sale | 15000 | 1001 | Dollar General Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-378 | Spouse | DOC | — | 15000 | 1001 | Healthpeak Properties Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-377 | Spouse | DELL | — | 15000 | 1001 | Dell Technologies Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-376 | Spouse | — | — | 15000 | 1001 | McCormick & Co Non VTG SHRS CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-375 | Spouse | WFC | — | 15000 | 1001 | Wells Fargo & Co (New) CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-374 | Spouse | MRK | — | 15000 | 1001 | Merck & Co., Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-373 | Spouse | — | — | 15000 | 1001 | Mid-America APT CMNTYS Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-372 | Spouse | AIG | — | 15000 | 1001 | American Intl Group, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-371 | Spouse | TMO | — | 15000 | 1001 | Thermo Fisher Scientific Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-370 | Spouse | PRU | — | 15000 | 1001 | Prudential Financial Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-37 | Dependent | MSFT | — | 15000 | 1001 | Microsoft Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-03 | sell | 26 |
| house-8219444-ocr-369 | Spouse | SHW | — | 15000 | 1001 | Sherwin-Williams Co CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-368 | Spouse | AZO | — | 15000 | 1001 | AutoZone, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-367 | Spouse | CSGP | — | 15000 | 1001 | CoStar Group, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-366 | Spouse | — | — | 15000 | 1001 | Marsh & McLennan Co Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-365 | Spouse | — | — | 15000 | 1001 | AmerisourceBergen Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-364 | Spouse | HBAN | — | 15000 | 1001 | Huntington Bancshares Incorpor CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-363 | Spouse | DD | — | 15000 | 1001 | DuPont De Nemours Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-13 | sell | 19 |
| house-8219444-ocr-362 | Spouse | RSG | — | 15000 | 1001 | Republic Services Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-361 | Spouse | EQR | — | 15000 | 1001 | Equity Residential CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-360 | Spouse | ALL | — | 15000 | 1001 | Allstate Corporation Common Stock | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-36 | Dependent | BKNG | — | 15000 | 1001 | Booking Holdings Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-07 | sell | 24 |
| house-8219444-ocr-359 | Spouse | — | — | 15000 | 1001 | STMicroelectronics NV ADR CMN | Common Stock | $1,001 - $15,000 | 2023-03-10 | sell | 21 |
| house-8219444-ocr-358 | Spouse | CCI | — | 15000 | 1001 | Crown Castle Intl Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-357 | Spouse | — | — | 50000 | 15001 | U.S. Bancorp CMN | Common Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-356 | Spouse | MMM | — | 50000 | 15001 | 3M Company CMN | Common Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-355 | Spouse | REGN | — | 50000 | 15001 | Regeneron Pharmaceutical Inc CMN | Common Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-354 | Spouse | IQV | — | 50000 | 15001 | Iqvia Holdings Inc CMN | Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-353 | Spouse | STZ | — | 50000 | 15001 | Constellation Brands Inc CMN Class A | Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-352 | Spouse | ADBE | — | 50000 | 15001 | Adobe Inc CMN | Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-351 | Spouse | FITB | — | 50000 | 15001 | Fifth Third Bancorp CMN | Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-350 | Spouse | PAYX | — | 50000 | 15001 | Paychex, Inc. CMN | Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-35 | Dependent | BKNG | — | 15000 | 1001 | Booking Holdings Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-03 | sell | 26 |
| house-8219444-ocr-349 | Spouse | ACN | — | 50000 | 15001 | Accenture PLC CMN Class A | Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-348 | Spouse | PNC | — | 50000 | 15001 | PNC Financial Services Group, CMN | Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-347 | Spouse | ABBV | — | 50000 | 15001 | AbbVie Inc CMN | Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-346 | Spouse | SCHW | — | 50000 | 15001 | Charles Schwab Corporation CMN | Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-345 | Spouse | KDP | — | 50000 | 15001 | Keurig Dr Pepper Inc CMN | Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-344 | Spouse | NSC | — | 50000 | 15001 | Norfolk Southern Corp CMN | Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-343 | Spouse | SIEGY | — | 50000 | 15001 | Siemens Aktiengesellschaft Sponsored ADR CMN | Stock | $15,001 - $50,000 | 2023-03-10 | sell | 21 |
| house-8219444-ocr-342 | Spouse | PM | — | 50000 | 15001 | Philip Morris Intl Inc CMN | Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-341 | Spouse | AMT | — | 50000 | 15001 | American Tower Corporation CMN | Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-340 | Spouse | INTU | — | 50000 | 15001 | Intuit Inc CMN | Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-34 | Dependent | ODFL | — | 15000 | 1001 | Old Dominion Freight Line, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-03 | sell | 26 |
| house-8219444-ocr-339 | Spouse | DIS | — | 50000 | 15001 | Walt Disney Company (The) CMN | Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-338 | Spouse | AMZN | — | 50000 | 15001 | Amazon.com Inc CMN | Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-337 | Spouse | BRK.B | — | 50000 | 15001 | Berkshire Hathaway Inc. Class B | Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-336 | Spouse | CVS | — | 50000 | 15001 | CVS Health Corp CMN | Stock | $15,001 - $50,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-335 | Spouse | BMY | — | 100000 | 50001 | Bristol-Myers Squibb Company CMN | Stock | $50,001 - $100,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-334 | Spouse | PFE | — | 100000 | 50001 | Pfizer Inc. CMN | Stock | $50,001 - $100,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-333 | Spouse | XSP | — | 15000 | 1001 | PUT/XSP @ 370 EXP 05/05/2023 | Option | $1,001 - $15,000 | 2023-03-23 | sell | 11 |
| house-8219444-ocr-332 | Spouse | XSP | @ 374 EXP 04/28/2023 | 15000 | 1001 | PUT/XSP @ 374 EXP 04/28/2023 | Options | $1,001 - $15,000 | 2023-03-08 | sell | 23 |
| house-8219444-ocr-331 | Spouse | XSP | @ 379 EXP 05/31/2023 | 15000 | 1001 | PUT/XSP @ 379 EXP 05/31/2023 | Options | $1,001 - $15,000 | 2023-03-30 | sell | 6 |
| house-8219444-ocr-330 | Spouse | XSP | @ 359 EXP 06/16/2023 | 15000 | 1001 | PUT/XSP @ 359 EXP 06/16/2023 | Options | $1,001 - $15,000 | 2023-03-14 | sell | 18 |
| house-8219444-ocr-33 | Dependent | MSFT | — | 15000 | 1001 | Microsoft Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-16 | sell | 16 |
| house-8219444-ocr-329 | Spouse | XSP | @ 371 EXP 05/19/2023 | 15000 | 1001 | PUT/XSP @ 371 EXP 05/19/2023 | Options | $1,001 - $15,000 | 2023-03-01 | sell | 28 |
| house-8219444-ocr-328 | Spouse | TAK | — | 15000 | 1001 | Takeda Pharmaceutical Co Ltd Sponsored ADR CMN | Common Stock | $1,001 - $15,000 | 2023-03-10 | buy | 21 |
| house-8219444-ocr-327 | Spouse | — | — | 15000 | 1001 | Compass Group PLC Sponsored ADR CMN | Common Stock | $1,001 - $15,000 | 2023-03-10 | buy | 21 |
| house-8219444-ocr-326 | Spouse | SMFG | — | 15000 | 1001 | Sumitomo Mitsui Financial GRP Sponsored ADR CMN | Common Stock | $1,001 - $15,000 | 2023-03-10 | buy | 21 |
| house-8219444-ocr-325 | Spouse | — | — | 15000 | 1001 | ING Groep N.V. Spons ADR Sponsored ADR CMN | Common Stock | $1,001 - $15,000 | 2023-03-10 | buy | 21 |
| house-8219444-ocr-324 | Spouse | ELAN | — | 15000 | 1001 | Elanco Animal Health Incorpora CMN | Common Stock | $1,001 - $15,000 | 2023-03-13 | buy | 19 |
| house-8219444-ocr-323 | Spouse | MRNA | — | 15000 | 1001 | Moderna, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-322 | Spouse | — | — | 15000 | 1001 | BNP Paribas Sponsored ADR CMN | Common Stock | $1,001 - $15,000 | 2023-03-10 | buy | 21 |
| house-8219444-ocr-321 | Spouse | WST | — | 15000 | 1001 | West Pharmaceutical Services Inc | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-320 | Spouse | — | — | 15000 | 1001 | Elanco Animal Health Incorpora CMN | Common Stock | $1,001 - $15,000 | 2023-03-03 | buy | 26 |
| house-8219444-ocr-32 | Dependent | GOOGL | — | 15000 | 1001 | Alphabet Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2023-03-16 | sell | 16 |
| house-8219444-ocr-319 | Spouse | — | — | 15000 | 1001 | ABB Ltd Sponsored ADR CMN | Common Stock | $1,001 - $15,000 | 2023-03-10 | buy | 21 |
| house-8219444-ocr-318 | Spouse | LIN | — | 15000 | 1001 | Linde PLC CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-317 | Spouse | MA | — | 15000 | 1001 | Mastercard Incorporated CMN Class A | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-316 | Spouse | — | — | 15000 | 1001 | HSBC Holdings PLC Sponsored ADR CMN | Common Stock | $1,001 - $15,000 | 2023-03-10 | buy | 21 |
| house-8219444-ocr-315 | Spouse | UNP | — | 15000 | 1001 | Union Pacific Corp. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-314 | Spouse | LYB | — | 15000 | 1001 | LyondellBasell Industries N.V. CMN Class A | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-313 | Spouse | VTRS | — | 15000 | 1001 | Viatris Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-312 | Spouse | TRV | — | 15000 | 1001 | The Travelers Companies, Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-311 | Spouse | AAP | — | 15000 | 1001 | Advance Auto Parts, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-310 | Spouse | ENPH | — | 15000 | 1001 | Enphase Energy, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-31 | Dependent | TXN | — | 15000 | 1001 | Texas Instruments Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-16 | sell | 16 |
| house-8219444-ocr-309 | Spouse | MOS | — | 15000 | 1001 | Mosaic Company (The) CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-308 | Spouse | — | — | 15000 | 1001 | Cincinnati Financial CRP CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-307 | Spouse | DEI | — | 15000 | 1001 | Douglas Emmett, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-306 | Spouse | EA | — | 15000 | 1001 | Electronic Arts CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-305 | Spouse | SYY | — | 15000 | 1001 | Sysco Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-304 | Spouse | SLG | — | 15000 | 1001 | SL Green Realty Corp. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-303 | Spouse | ILMN | — | 15000 | 1001 | Illumina, Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-302 | Spouse | GEN | — | 15000 | 1001 | Gen Digital Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-301 | Spouse | — | — | 15000 | 1001 | Cousins Properties Incorporate CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-300 | Spouse | OGN | — | 15000 | 1001 | Organon & Co CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-30 | Dependent | BKNG | — | 15000 | 1001 | Booking Holdings Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-06 | sell | 25 |
| house-8219444-ocr-3 | Dependent | — | — | 250000 | 100001 | Wells Fargo & Co 3.90000% Preferred Stock | Stock | $100,001 - $250,000 | 2023-03-06 | buy | 25 |
| house-8219444-ocr-299 | Spouse | CME | — | 15000 | 1001 | CME Group Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-298 | Spouse | — | — | 15000 | 1001 | Synovus Financial Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-297 | Spouse | RHI | — | 15000 | 1001 | Robert Half International Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-296 | Spouse | ORCL | — | 15000 | 1001 | Oracle Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-295 | Spouse | LBRDA | — | 15000 | 1001 | Liberty Broadband Corporation CMN Class C | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-294 | Spouse | IFF | — | 15000 | 1001 | Intl. Flavors & Fragrance CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-293 | Spouse | WBD | — | 15000 | 1001 | Warner Bros Discovery Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-292 | Spouse | FAST | — | 15000 | 1001 | Fastenal Company CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-291 | Spouse | INVH | — | 15000 | 1001 | Invitation Homes Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-290 | Spouse | LNC | — | 15000 | 1001 | Lincoln Natl. Corp. Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-29 | Dependent | APTV | — | 15000 | 1001 | Aptiv PLC CMN | Common Stock | $1,001 - $15,000 | 2023-03-03 | sell | 26 |
| house-8219444-ocr-289 | Spouse | EXR | — | 15000 | 1001 | Extra Space Storage Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-288 | Spouse | JAZZ | — | 15000 | 1001 | JAZZ PHARMACEUTICALS PLC CMN | Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-287 | Spouse | O | — | 15000 | 1001 | REALTY INCOME CORPORATION CMN | Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-286 | Spouse | NTRS | — | 15000 | 1001 | NORTHERN TRUST CORP CMN | Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-285 | Spouse | AMCR | — | 15000 | 1001 | AMCOR PLC CMN | Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-284 | Spouse | DLR | — | 15000 | 1001 | DIGITAL REALTY TRUST, INC. CMN | Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-283 | Spouse | NKE | — | 15000 | 1001 | NIKE CLASS-B CMN CLASS B | Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-282 | Spouse | TECH | — | 15000 | 1001 | BIO-TECHNE CORPORATION CMN | Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-281 | Spouse | EBAY | — | 15000 | 1001 | EBAY INC. CMN | Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-280 | Spouse | L | — | 15000 | 1001 | LOEWS CORPORATION CMN | Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-28 | Dependent | BKNG | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | Booking Holdings Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-03 | sell | 26 |
| house-8219444-ocr-279 | Spouse | — | — | 15000 | 1001 | ELANCO ANIMAL HEALTH INCORPORA CMN | Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-278 | Spouse | IP | — | 15000 | 1001 | INTERNATIONAL PAPER CO. CMN | Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-277 | Spouse | META | — | 15000 | 1001 | META PLATFORMS INC-CLASS A CMN CLASS A | Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-276 | Spouse | LLY | — | 15000 | 1001 | ELI LILLY & CO CMN | Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-275 | Spouse | TYL | — | 15000 | 1001 | TYLER TECHNOLOGIES, INC. CMN | Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-274 | Spouse | WBS | — | 15000 | 1001 | WEBSTER FINANCIAL CORP CMN | Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-273 | Spouse | — | — | 15000 | 1001 | STATE OF WISCONSIN REV 4.0000% 07/01/23 JJ | Stock | $1,001 - $15,000 | 2023-03-03 | buy | 26 |
| house-8219444-ocr-272 | Spouse | — | — | 15000 | 1001 | WASHINGTON GO 5.0000% 08/01/23 FA | Stock | $1,001 - $15,000 | 2023-03-03 | buy | 26 |
| house-8219444-ocr-271 | Spouse | — | — | 15000 | 1001 | FLORIDA ST TPK AUTH TPK REV REV 5% 07/01/23 JJ | Stock | $1,001 - $15,000 | 2023-03-03 | buy | 26 |
| house-8219444-ocr-270 | Spouse | — | — | 15000 | 1001 | FORT WORTH TEX GO 5% 03/01/24 MS | Stock | $1,001 - $15,000 | 2023-03-03 | buy | 26 |
| house-8219444-ocr-27 | Dependent | — | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | First Republic Bank CMN | Common Stock | $1,001 - $15,000 | 2023-03-15 | sell | 17 |
| house-8219444-ocr-269 | Spouse | — | — | 15000 | 1001 | MURFREESBORO TENN GO 5% 06/01/23 JD | Stock | $1,001 - $15,000 | 2023-03-09 | buy | 22 |
| house-8219444-ocr-268 | Spouse | — | — | 15000 | 1001 | BALTIMORE MD PROJ REV REV 5.0000% 07/01/26-CA JJ | Stock | $1,001 - $15,000 | 2023-03-01 | buy | 28 |
| house-8219444-ocr-267 | Spouse | — | — | 15000 | 1001 | KING CNTY WASH GO 5% 12/01/23 JD | Stock | $1,001 - $15,000 | 2023-03-01 | buy | 28 |
| house-8219444-ocr-266 | Spouse | PG | — | 15000 | 1001 | PROCTER & GAMBLE COMPANY (THE) CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-265 | Spouse | FDX | — | 15000 | 1001 | FEDEX CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-264 | Spouse | FTNT | — | 15000 | 1001 | FORTINET, INC. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-263 | Spouse | ESS | — | 15000 | 1001 | ESSEX PROPERTY TRUST INC CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-262 | Spouse | C | — | 15000 | 1001 | CITIGROUP INC. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-261 | Spouse | — | — | 15000 | 1001 | CARTER'S, INC. CMN | Common Stock | $1,001 - $15,000 | 2023-03-30 | buy | 6 |
| house-8219444-ocr-260 | Spouse | CMCSA | — | 15000 | 1001 | COMCAST CORPORATION CMN CLASS A VOTING | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-26 | Dependent | PEP | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | Pepsico, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-15 | sell | 17 |
| house-8219444-ocr-259 | Spouse | CRM | — | 15000 | 1001 | SALESFORCE INC CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-258 | Spouse | JPM | — | 15000 | 1001 | JPMORGAN CHASE & CO CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-257 | Spouse | VTR | — | 15000 | 1001 | VENTAS, INC. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-256 | Spouse | COF | — | 15000 | 1001 | CAPITAL ONE FINANCIAL CORP CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-255 | Spouse | CMG | — | 15000 | 1001 | CHIPOTLE MEXICAN GRILL, INC. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-254 | Spouse | — | — | 15000 | 1001 | VODAFONE GROUP PLC ADR CMN | Common Stock | $1,001 - $15,000 | 2023-03-10 | buy | 21 |
| house-8219444-ocr-253 | Spouse | AVB | — | 15000 | 1001 | AVALONBAY COMMUNITIES INC CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-252 | Spouse | TROW | — | 15000 | 1001 | T. ROWE PRICE GROUP, INC. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-251 | Spouse | — | — | 15000 | 1001 | MEDTRONIC PUBLIC LIMITED COMPA CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-250 | Spouse | — | — | 15000 | 1001 | ISHARES MSCI AUSTRALIA ETF | ETF | $1,001 - $15,000 | 2023-03-10 | buy | 21 |
| house-8219444-ocr-25 | Dependent | — | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | Call/NVDA Flex Euro PM 192.5 Exp 03/03/2023 | Option | $1,001 - $15,000 | 2023-03-03 | buy | 26 |
| house-8219444-ocr-249 | Spouse | RF | — | 15000 | 1001 | REGIONS FINANCIAL CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-248 | Spouse | WM | — | 15000 | 1001 | WASTE MANAGEMENT INC CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-247 | Spouse | UDR | — | 15000 | 1001 | UDR INC CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-246 | Spouse | KIM | — | 15000 | 1001 | KIMCO REALTY CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-245 | Spouse | ELAN | — | 15000 | 1001 | ELANCO ANIMAL HEALTH INCORPORA CMN | Common Stock | $1,001 - $15,000 | 2023-03-31 | buy | 5 |
| house-8219444-ocr-244 | Spouse | ABT | — | 15000 | 1001 | Abbott Laboratories CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-243 | Spouse | MCK | — | 15000 | 1001 | McKesson Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-242 | Spouse | EWBC | — | 15000 | 1001 | East West Bancorp Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-241 | Spouse | — | — | 15000 | 1001 | Elanco Animal Health Incorpora CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-240 | Spouse | V | — | 15000 | 1001 | Visa Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-24 | Dependent | TFC | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | Truist Financial Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-09 | buy | 22 |
| house-8219444-ocr-239 | Spouse | — | — | 15000 | 1001 | iShares, Inc. MSCI Japan ETF Mutual Fund | Mutual Fund/ETF | $1,001 - $15,000 | 2023-03-10 | buy | 21 |
| house-8219444-ocr-238 | Spouse | NEM | — | 15000 | 1001 | Newmont Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-237 | Spouse | GPN | — | 15000 | 1001 | Global Payments Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-236 | Spouse | ADP | — | 15000 | 1001 | Automatic Data Processing Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-235 | Spouse | VZ | — | 15000 | 1001 | Verizon Communications, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-234 | Spouse | EQIX | — | 15000 | 1001 | Equinix, Inc. REIT | REIT | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-233 | Spouse | CTSH | — | 15000 | 1001 | Cognizant Technology Solutions Corp Class A | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-232 | Spouse | INTC | — | 15000 | 1001 | Intel Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-231 | Spouse | PLD | — | 15000 | 1001 | Prologis Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-230 | Spouse | ECL | — | 15000 | 1001 | Ecolab Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-23 | Dependent | NKE | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | Nike Class-B CMN Class B | Common Stock | $1,001 - $15,000 | 2023-03-03 | buy | 26 |
| house-8219444-ocr-229 | Spouse | — | — | 15000 | 1001 | Avantor Funding, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-228 | Spouse | — | — | 15000 | 1001 | Avantor Funding, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-27 | buy | 9 |
| house-8219444-ocr-227 | Spouse | CSX | — | 50000 | 15001 | CSX Corporation CMN | Common Stock | $15,001 - $50,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-226 | Spouse | — | — | 50000 | 15001 | Avantor Funding, Inc. CMN | Common Stock | $15,001 - $50,000 | 2023-03-15 | buy | 17 |
| house-8219444-ocr-225 | Spouse | ELAN | — | 50000 | 15001 | Elanco Animal Health Incorpora CMN | Common Stock | $15,001 - $50,000 | 2023-03-10 | buy | 21 |
| house-8219444-ocr-224 | Spouse | CB | — | 50000 | 15001 | Chubb Limited CMN | Common Stock | $15,001 - $50,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-223 | Spouse | MU | — | 50000 | 15001 | Micron Technology, Inc. CMN | Common Stock | $15,001 - $50,000 | 2023-03-02 | buy | 27 |
| house-8219444-ocr-222 | Spouse | CNC | — | 15000 | 1001 | Centene Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-221 | Spouse | ICE | — | 15000 | 1001 | Intercontinental Exchange Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-220 | Spouse | MSFT | — | 50000 | 15001 | Microsoft Corporation CMN | Common Stock | $15,001 - $50,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-22 | Dependent | LEA | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | Lear Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-13 | buy | 19 |
| house-8219444-ocr-219 | Spouse | MET | — | 50000 | 15001 | MetLife, Inc. CMN | Common Stock | $15,001 - $50,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-218 | Spouse | MO | — | 15000 | 1001 | Altria Group, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-217 | Spouse | PSA | — | 15000 | 1001 | Public Storage CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-216 | Spouse | NOW | — | 50000 | 15001 | ServiceNow Inc CMN | Common Stock | $15,001 - $50,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-215 | Spouse | ZTS | — | 15000 | 1001 | Zoetis Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-214 | Spouse | IBM | — | 15000 | 1001 | Intl Business Machines Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-213 | Spouse | GOOGL | — | 15000 | 1001 | Alphabet Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-212 | Spouse | MTB | — | 50000 | 15001 | M&T Bank Corporation CMN | Common Stock | $15,001 - $50,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-211 | Spouse | PEP | — | 50000 | 15001 | PepsiCo, Inc. CMN | Common Stock | $15,001 - $50,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-210 | Spouse | AAPL | — | 15000 | 1001 | Apple Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-21 | Dependent | RRX | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | Regal Rexnord Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-13 | buy | 19 |
| house-8219444-ocr-209 | Spouse | — | — | 15000 | 1001 | Vinci SA ADR CMN | Common Stock | $1,001 - $15,000 | 2023-03-10 | buy | 21 |
| house-8219444-ocr-208 | Spouse | DHR | — | 50000 | 15001 | Danaher Corporation CMN | Common Stock | $15,001 - $50,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-207 | Spouse | BAC | — | 15000 | 1001 | Bank of America Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-13 | buy | 19 |
| house-8219444-ocr-206 | Spouse | AMGN | — | 15000 | 1001 | Amgen Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-205 | Spouse | BAC | — | 50000 | 15001 | Bank of America Corp CMN | Common Stock | $15,001 - $50,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-204 | Spouse | TSLA | — | 50000 | 15001 | Tesla, Inc. CMN | Common Stock | $15,001 - $50,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-203 | Spouse | — | — | 50000 | 15001 | UnitedHealth Group Incorporate CMN | Common Stock | $15,001 - $50,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-202 | Spouse | KO | — | 50000 | 15001 | Coca-Cola Company (The) CMN | Common Stock | $15,001 - $50,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-201 | Spouse | JNJ | — | 50000 | 15001 | Johnson & Johnson CMN | Common Stock | $15,001 - $50,000 | 2023-03-14 | buy | 18 |
| house-8219444-ocr-200 | Spouse | — | Ritu Ahuja Declaration of Trust | 15000 | 1001 | RE: $ 900,065,000 GO 5.0000% 08/01/23 FA | Municipal Bond | $1,001 - $15,000 | 2023-03-15 | buy | 17 |
| house-8219444-ocr-20 | Dependent | — | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | First Republic Bank CMN | Common Stock | $1,001 - $15,000 | 2023-03-10 | buy | 21 |
| house-8219444-ocr-2 | Dependent | — | — | 15000 | 1001 | Alphabet Inc Cl A | Stock | $1,001 - $15,000 | 2023-03-06 | sell | 25 |
| house-8219444-ocr-199 | Spouse | — | Ritu Ahuja Declaration of Trust | 15000 | 1001 | NEW YORK N Y CITY TRANSITIONAL REV 5% 07/15/25-CA JJ | Municipal Bond | $1,001 - $15,000 | 2023-03-15 | buy | 17 |
| house-8219444-ocr-198 | Spouse | — | Ritu Ahuja Declaration of Trust | 15000 | 1001 | NY CITY MUN WTR FIN AUTH REV 5% 06/15/27-CA JD | Municipal Bond | $1,001 - $15,000 | 2023-03-15 | buy | 17 |
| house-8219444-ocr-197 | Dependent | HST | — | 15000 | 1001 | HOST HOTELS & RESORTS INC CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-196 | Dependent | DHR | — | 15000 | 1001 | DANAHER CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-195 | Dependent | CZR | — | 15000 | 1001 | CAESARS ENTERTAINMENT INC CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-194 | Dependent | — | — | 15000 | 1001 | INTL.FLAVORS & FRAGRANCE CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-193 | Dependent | DELL | — | 15000 | 1001 | DELL TECHNOLOGIES INC. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-192 | Dependent | RJF | — | 15000 | 1001 | RAYMOND JAMES FINANCIAL, INC. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-191 | Dependent | PLUG | — | 15000 | 1001 | PLUG POWER INC. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-190 | Dependent | JLL | — | 15000 | 1001 | JONES LANG LASALLE INCORPORATE CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-19 | Dependent | RRX | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | Regal Rexnord Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-08 | buy | 23 |
| house-8219444-ocr-189 | Dependent | WMT | — | 15000 | 1001 | WALMART INC CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-188 | Dependent | PYPL | — | 15000 | 1001 | PAYPAL HOLDINGS, INC. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-187 | Dependent | DVA | — | 15000 | 1001 | DAVITA INC CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-186 | Dependent | — | — | 15000 | 1001 | AMERISOURCEBERGEN CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-185 | Dependent | VICI | — | 15000 | 1001 | VICI PROPERTIES INC. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-184 | Dependent | — | — | 15000 | 1001 | THE BANK OF NY MELLON CORP CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-183 | Dependent | WELL | — | 15000 | 1001 | WELLTOWER INC. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-182 | Dependent | KDP | — | 15000 | 1001 | KEURIG DR PEPPER INC CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-181 | Dependent | PEP | — | 15000 | 1001 | PEPSICO, INC. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-180 | Dependent | — | — | 15000 | 1001 | Amedisys, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-18 | Dependent | — | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | First Republic Bank CMN | Common Stock | $1,001 - $15,000 | 2023-03-09 | buy | 22 |
| house-8219444-ocr-179 | Dependent | — | — | 15000 | 1001 | Universal Health Svc CL B CMN Class B | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-178 | Dependent | RF | — | 15000 | 1001 | Regions Financial Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-177 | Dependent | HPE | — | 15000 | 1001 | Hewlett Packard Enterprise Co CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-176 | Dependent | WY | — | 15000 | 1001 | Weyerhaeuser Company CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-175 | Dependent | AVY | — | 15000 | 1001 | Avery Dennison Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-174 | Dependent | CL | — | 15000 | 1001 | Colgate-Palmolive Co CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-173 | Dependent | MOH | — | 15000 | 1001 | Molina Healthcare, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-172 | Dependent | HRL | — | 15000 | 1001 | Hormel Foods Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-171 | Dependent | EPAM | — | 15000 | 1001 | EPAM Systems, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-170 | Dependent | F | — | 15000 | 1001 | Ford Motor Company CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-17 | Dependent | RRX | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | Regal Rexnord Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-10 | buy | 21 |
| house-8219444-ocr-169 | Dependent | — | — | 15000 | 1001 | Huntington Bancshares Incorpor CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-168 | Dependent | SYF | — | 15000 | 1001 | Synchrony Financial CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-167 | Dependent | ICE | — | 15000 | 1001 | Intercontinental Exchange Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-166 | Dependent | REG | — | 15000 | 1001 | Regency Centers Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-165 | Dependent | MPT | — | 15000 | 1001 | Medical Properties Trust Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-164 | Dependent | KEYS | — | 15000 | 1001 | Keysight Technologies, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-163 | Dependent | — | — | 15000 | 1001 | Catalent, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-162 | Dependent | ALB | — | 15000 | 1001 | Albemarle Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-161 | Dependent | BLK | — | 15000 | 1001 | BlackRock, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-160 | Dependent | EQH | — | 15000 | 1001 | Equitable Holdings Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-16 | Dependent | LEA | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | Lear Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-10 | buy | 21 |
| house-8219444-ocr-159 | Dependent | DEI | — | 15000 | 1001 | Douglas Emmett, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-158 | Dependent | — | — | 15000 | 1001 | Discover Financial Services CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-157 | Dependent | CSGP | — | 15000 | 1001 | CoStar Group, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-156 | Dependent | — | — | 15000 | 1001 | Elanco Animal Health Incorpora CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-155 | Dependent | TMUS | — | 15000 | 1001 | T-Mobile US, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-154 | Dependent | KHC | — | 15000 | 1001 | The Kraft Heinz Co CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-153 | Dependent | ULTA | — | 15000 | 1001 | Ulta Beauty Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-152 | Dependent | DLR | — | 15000 | 1001 | Digital Realty Trust, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-151 | Dependent | PLD | — | 15000 | 1001 | Prologis Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-150 | Dependent | PAYX | — | 15000 | 1001 | Paychex, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-15 | Dependent | AIG | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | American Intl Group, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-16 | buy | 16 |
| house-8219444-ocr-149 | Dependent | PM | — | 15000 | 1001 | Philip Morris Intl Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-148 | Dependent | DOC | — | 15000 | 1001 | Healthpeak Properties Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-147 | Dependent | INTC | — | 15000 | 1001 | Intel Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-146 | Dependent | CSX | — | 15000 | 1001 | CSX Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-145 | Dependent | AMT | — | 15000 | 1001 | American Tower Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-144 | Dependent | — | — | 15000 | 1001 | McCormick & Co Non VTG SHRS CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-143 | Dependent | VZ | — | 15000 | 1001 | Verizon Communications, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-142 | Dependent | MMM | — | 15000 | 1001 | 3M Company CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-141 | Dependent | KO | — | 15000 | 1001 | Coca-Cola Company (The) CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-140 | Dependent | NSC | — | 15000 | 1001 | Norfolk Southern Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-14 | Dependent | RRX | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | Regal Rexnord Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-23 | buy | 11 |
| house-8219444-ocr-139 | Dependent | GM | — | 15000 | 1001 | General Motors Company CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-138 | Dependent | BMY | — | 15000 | 1001 | Bristol-Myers Squibb Company CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-137 | Dependent | COF | — | 15000 | 1001 | Capital One Financial Corp CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-136 | Dependent | AIG | — | 15000 | 1001 | American Intl Group, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-135 | Dependent | CI | — | 15000 | 1001 | Cigna Group/The CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-134 | Dependent | MET | — | 15000 | 1001 | MetLife, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-133 | Dependent | — | — | 15000 | 1001 | Charles Schwab Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-132 | Dependent | AMGN | — | 50000 | 15001 | Amgen Inc. CMN | Common Stock | $15,001 - $50,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-131 | Dependent | LOW | — | 50000 | 15001 | Lowes Companies Inc CMN | Common Stock | $15,001 - $50,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-130 | Dependent | IBM | — | 50000 | 15001 | Intl Business Machines Corp CMN | Common Stock | $15,001 - $50,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-13 | Dependent | TFC | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | Truist Financial Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-15 | buy | 17 |
| house-8219444-ocr-129 | Dependent | CVS | — | 50000 | 15001 | CVS Health Corp CMN | Common Stock | $15,001 - $50,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-128 | Dependent | AAPL | — | 50000 | 15001 | Apple Inc. CMN | Common Stock | $15,001 - $50,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-127 | Dependent | BAC | — | 50000 | 15001 | Bank of America Corp CMN | Common Stock | $15,001 - $50,000 | 2023-03-24 | sell | 10 |
| house-8219444-ocr-126 | Dependent | — | — | 15000 | 1001 | Laboratory Corporation of Amer CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-125 | Dependent | SBAC | — | 15000 | 1001 | SBA Communications Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-124 | Dependent | KMB | — | 15000 | 1001 | Kimberly-Clark Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-123 | Dependent | CTSH | — | 15000 | 1001 | Cognizant Technology Solutions Corp Class A | Common Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-122 | Dependent | GPN | — | 15000 | 1001 | Global Payments Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-121 | Dependent | SYY | — | 15000 | 1001 | Sysco Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-120 | Dependent | CE | — | 15000 | 1001 | Celanese Corporation Common Stock | Common Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-12 | Dependent | WFC | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | Wells Fargo & Co (New) CMN | Common Stock | $1,001 - $15,000 | 2023-03-15 | buy | 17 |
| house-8219444-ocr-119 | Dependent | CSCO | — | 15000 | 1001 | Cisco Systems, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-118 | Dependent | CCK | — | 15000 | 1001 | Crown Holdings Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-117 | Dependent | — | — | 15000 | 1001 | Vertex Pharmaceuticals Incorpo CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-116 | Dependent | WM | — | 15000 | 1001 | Waste Management Inc CMN | Common Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-115 | Dependent | ALL | — | 15000 | 1001 | Allstate Corporation Common Stock | Common Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-114 | Dependent | FAST | — | 15000 | 1001 | Fastenal Company CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-113 | Dependent | WDC | — | 15000 | 1001 | Western Digital Corporation CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-112 | Dependent | ELS | — | 15000 | 1001 | Equity Lifestyle Properties, I CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-111 | Dependent | EWBC | — | 15000 | 1001 | East West Bancorp Inc CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-110 | Dependent | GLW | — | 15000 | 1001 | Corning Incorporated CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-11 | Dependent | NEE | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | Nextera Energy, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-03-03 | buy | 26 |
| house-8219444-ocr-109 | Dependent | CFG | — | 15000 | 1001 | Citizens Financial Group, Inc. CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-108 | Dependent | VNO | — | 15000 | 1001 | Vornado Realty Trust CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-107 | Dependent | VTR | — | 15000 | 1001 | Ventas, Inc. CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-106 | Dependent | KRC | — | 15000 | 1001 | Kilroy Realty Corporation Common Stock | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-105 | Dependent | IP | — | 15000 | 1001 | International Paper Co. CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-104 | Dependent | TRMB | — | 15000 | 1001 | Trimble Inc CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-103 | Dependent | LYB | — | 15000 | 1001 | LyondellBasell Industries N.V. CMN Class A | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-102 | Dependent | TRU | — | 15000 | 1001 | TransUnion CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-101 | Dependent | HIW | — | 15000 | 1001 | Highwoods Properties Inc CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-100 | Dependent | CB | — | 15000 | 1001 | Chubb Limited CMN | Stock | $1,001 - $15,000 | 2023-03-24 | buy | 10 |
| house-8219444-ocr-10 | Dependent | JPM | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | JPMorgan Chase & Co CMN | Common Stock | $1,001 - $15,000 | 2023-03-03 | buy | 26 |
| house-8219444-ocr-1 | Dependent | IT | — | 15000 | 1001 | Gartner Inc | Stock | $1,001 - $15,000 | 2023-03-06 | buy | 25 |