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 194 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.

2023-07-28 · sellTarget Corporation CMN — $1,001 - $15,000
2023-07-28 · sellD.R. Horton, Inc. CMN — $1,001 - $15,000
2023-07-28 · sellBristol-Myers Squibb Company CMN — $1,001 - $15,000
2023-07-28 · sellThe Home Depot, Inc. CMN — $1,001 - $15,000
2023-07-20 · sellGeneral Motors Company CMN — $15,001 - $50,000
2023-07-28 · buyMC DONALDS CORP CMN — $1,001 - $15,000
2023-07-28 · buyDOLLAR TREE STORES, INC. CMN — $1,001 - $15,000
2023-07-28 · buyFORTINET, INC. CMN — $1,001 - $15,000
2023-07-20 · buyWALT DISNEY COMPANY (THE) CMN — $1,001 - $15,000
2023-07-28 · buyDANAHER CORPORATION CMN — $1,001 - $15,000
2023-07-07 · buyAccenture PLC CMN Class A — $15,001 - $50,000
2023-07-20 · buyBANK OF AMERICA CORP CMN — $1,001 - $15,000
2023-07-05 · buyCITIGROUP INC. HYBRID 07/24/2028 USD — $1,001 - $15,000
2023-07-28 · buyALIGN TECHNOLOGY, INC CMN — $1,001 - $15,000
2023-07-20 · buyCHARTER COMMUNICATIONS, INC. CMN — $1,001 - $15,000
2023-07-28 · buyALPHABET INC. CMN CLASS A — $1,001 - $15,000
2023-07-28 · buyS&P GLOBAL INC. CMN — $1,001 - $15,000
2023-07-28 · buyGARMIN LTD CMN — $1,001 - $15,000
2023-07-20 · buyCROWN CASTLE INTL CORP CMN — $1,001 - $15,000
2023-07-28 · buyARCHER-DANIELS-MIDLAND COMPANY CMN — $1,001 - $15,000
2023-07-20 · buySBA COMMUNICATIONS CORPORATION CMN — $1,001 - $15,000
2023-07-01 · buyHedge Fund Select: ELT Associates LLC Commitment — $1,000,001 - $5,000,000
2023-07-28 · buyCROWN CASTLE INTL CORP CMN — $1,001 - $15,000
2023-07-28 · buyVICI PROPERTIES INC. CMN — $1,001 - $15,000
2023-07-28 · buyPAYPAL HOLDINGS, INC. CMN — $1,001 - $15,000
2023-07-28 · buyAmphenol Corp CL-A (New) CMN Class A — $1,001 - $15,000
2023-07-28 · buyCopart Inc. CMN — $1,001 - $15,000
2023-07-28 · buyUlta Beauty Inc CMN — $1,001 - $15,000
2023-07-28 · buyEnphase Energy, Inc. CMN — $1,001 - $15,000
2023-07-28 · buyEPAM Systems, Inc. CMN — $1,001 - $15,000
2023-07-20 · buyCitizens Financial Group, Inc. CMN — $1,001 - $15,000
2023-07-28 · buyNewmont Corp CMN — $1,001 - $15,000
2023-07-27 · sellAUTODESK INC DELAWARE — $1,001 - $15,000
2023-07-28 · buyAT&T Inc. CMN — $1,001 - $15,000
2023-07-28 · buyGenuine Parts Co. CMN — $1,001 - $15,000
2023-07-28 · buyLowes Companies Inc CMN — $1,001 - $15,000
2023-07-28 · buyU.S. Bancorp CMN — $1,001 - $15,000
2023-07-20 · buyQualcomm Inc CMN — $1,001 - $15,000
2023-07-20 · buyKeycorp CMN — $1,001 - $15,000
2023-07-28 · buyCBRE Group, Inc. CMN Class A — $1,001 - $15,000
2023-07-28 · buyCintas Corporation CMN — $1,001 - $15,000
2023-07-28 · buyQualcomm Inc CMN — $1,001 - $15,000
2023-07-20 · buyTesla, Inc. CMN — $1,001 - $15,000
2023-07-21 · sellAUTODESK INC DELAWARE — $1,001 - $15,000
2023-07-28 · buyIllumina, Inc. CMN — $1,001 - $15,000
2023-07-28 · buyCostco Wholesale Corporation CMN — $1,001 - $15,000
2023-07-28 · buyIntuitive Surgical, Inc. CMN — $1,001 - $15,000
2023-07-28 · buyAmeriprise Financial, Inc. CMN — $1,001 - $15,000
2023-07-28 · buyEstee Lauder Cos Inc CL-A CMN Class A — $1,001 - $15,000
2023-07-28 · buyBLK CMN — $1,001 - $15,000
2023-07-05 · buyJPMorgan Chase & Co. Hybrid 02/24/2028 USD — $1,001 - $15,000
2023-07-28 · buyAmazon.com Inc CMN — $1,001 - $15,000
2023-07-28 · buyQuanta Services Inc CMN — $1,001 - $15,000
2023-07-28 · buyDeere & Company CMN — $1,001 - $15,000
2023-07-21 · buyUBER TECHNOLOGIES INC — $1,001 - $15,000
2023-07-28 · buyTractor Supply Company CMN — $1,001 - $15,000
2023-07-28 · buyTruist Financial Corporation CMN — $1,001 - $15,000
2023-07-20 · buyVerizon Communications, Inc. CMN — $1,001 - $15,000
2023-07-28 · buyAutozone, Inc. CMN — $1,001 - $15,000
2023-07-28 · buyIntuit Inc CMN — $1,001 - $15,000
…134 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 id8219876
chamberhouse
report urlhttps://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219876.pdf
bioguide idK000389
data sourceHOUSE_CLERK_PTR
member lastKhanna
member nameRohit Khanna
member firstRohit
state districtCA17
disclosure date2023-08-07
extraction methodvision_ocr

Each transaction (194)

idownertickercommentamount maxamount minasset nameasset typeamount rangetransaction datetransaction typereporting lag days
house-8219876-ocr-99DependentTGT—150001001Target Corporation CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-98Dependent——150001001D.R. Horton, Inc. CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-97DependentBMY—150001001Bristol-Myers Squibb Company CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-96DependentHD—150001001The Home Depot, Inc. CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-95DependentGM—5000015001General Motors Company CMNCommon Stock$15,001 - $50,0002023-07-20sell12
house-8219876-ocr-94Dependent——150001001MC DONALDS CORP CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-93DependentDLTR—150001001DOLLAR TREE STORES, INC. CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-92DependentFTNT—150001001FORTINET, INC. CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-91DependentDIS—150001001WALT DISNEY COMPANY (THE) CMNCommon Stock$1,001 - $15,0002023-07-20buy12
house-8219876-ocr-90DependentDHR—150001001DANAHER CORPORATION CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-9DependentACN—5000015001Accenture PLC CMN Class AStock$15,001 - $50,0002023-07-07buy21
house-8219876-ocr-89DependentBAC—150001001BANK OF AMERICA CORP CMNCommon Stock$1,001 - $15,0002023-07-20buy12
house-8219876-ocr-88Dependent——150001001CITIGROUP INC. HYBRID 07/24/2028 USDStock$1,001 - $15,0002023-07-05buy23
house-8219876-ocr-87DependentALGN—150001001ALIGN TECHNOLOGY, INC CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-86DependentCHTR—150001001CHARTER COMMUNICATIONS, INC. CMNCommon Stock$1,001 - $15,0002023-07-20buy12
house-8219876-ocr-85DependentGOOGL—150001001ALPHABET INC. CMN CLASS ACommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-84DependentSPGI—150001001S&P GLOBAL INC. CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-83DependentGRMN—150001001GARMIN LTD CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-82DependentCCI—150001001CROWN CASTLE INTL CORP CMNCommon Stock$1,001 - $15,0002023-07-20buy12
house-8219876-ocr-81DependentADM—150001001ARCHER-DANIELS-MIDLAND COMPANY CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-80DependentSBAC—150001001SBA COMMUNICATIONS CORPORATION CMNCommon Stock$1,001 - $15,0002023-07-20buy12
house-8219876-ocr-8Dependent——50000001000001Hedge Fund Select: ELT Associates LLC CommitmentStock$1,000,001 - $5,000,0002023-07-01buy25
house-8219876-ocr-79DependentCCI—150001001CROWN CASTLE INTL CORP CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-78DependentVICI—150001001VICI PROPERTIES INC. CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-77DependentPYPL—150001001PAYPAL HOLDINGS, INC. CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-76DependentAPH—150001001Amphenol Corp CL-A (New) CMN Class ACommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-75DependentCPRT—150001001Copart Inc. CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-74DependentULTA—150001001Ulta Beauty Inc CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-73DependentENPH—150001001Enphase Energy, Inc. CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-72DependentEPAM—150001001EPAM Systems, Inc. CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-71DependentCFG—150001001Citizens Financial Group, Inc. CMNCommon Stock$1,001 - $15,0002023-07-20buy12
house-8219876-ocr-70DependentNEM—150001001Newmont Corp CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-7Dependent—Partial Transaction150001001AUTODESK INC DELAWAREStock$1,001 - $15,0002023-07-27sell7
house-8219876-ocr-69DependentT—150001001AT&T Inc. CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-68DependentGPC—150001001Genuine Parts Co. CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-67DependentLOW—150001001Lowes Companies Inc CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-66Dependent——150001001U.S. Bancorp CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-65DependentQCOM—150001001Qualcomm Inc CMNCommon Stock$1,001 - $15,0002023-07-20buy12
house-8219876-ocr-64DependentKEY—150001001Keycorp CMNCommon Stock$1,001 - $15,0002023-07-20buy12
house-8219876-ocr-63DependentCBRE—150001001CBRE Group, Inc. CMN Class ACommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-62DependentCTAS—150001001Cintas Corporation CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-61DependentQCOM—150001001Qualcomm Inc CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-60DependentTSLA—150001001Tesla, Inc. CMNCommon Stock$1,001 - $15,0002023-07-20buy12
house-8219876-ocr-6Dependent—Partial Transaction150001001AUTODESK INC DELAWAREStock$1,001 - $15,0002023-07-21sell11
house-8219876-ocr-59DependentILMN—150001001Illumina, Inc. CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-58DependentCOST—150001001Costco Wholesale Corporation CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-57DependentISRG—150001001Intuitive Surgical, Inc. CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-56DependentAMP—150001001Ameriprise Financial, Inc. CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-55DependentEL—150001001Estee Lauder Cos Inc CL-A CMN Class ACommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-54DependentBLK—150001001BLK CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-53Dependent——150001001JPMorgan Chase & Co. Hybrid 02/24/2028 USDStock$1,001 - $15,0002023-07-05buy23
house-8219876-ocr-52DependentAMZN—150001001Amazon.com Inc CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-51DependentPWR—150001001Quanta Services Inc CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-50DependentDE—150001001Deere & Company CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-5DependentUBER—150001001UBER TECHNOLOGIES INCStock$1,001 - $15,0002023-07-21buy11
house-8219876-ocr-49DependentTSCO—150001001Tractor Supply Company CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-48DependentTFC—150001001Truist Financial Corporation CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-47DependentVZ—150001001Verizon Communications, Inc. CMNCommon Stock$1,001 - $15,0002023-07-20buy12
house-8219876-ocr-46DependentAZO—150001001Autozone, Inc. CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-45DependentINTU—150001001Intuit Inc CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-44DependentDG—150001001Dollar General Corporation CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-43Dependent——150001001Realty Income Corp 3.1% 12/15/2029 USDStock$1,001 - $15,0002023-07-05buy23
house-8219876-ocr-42Dependent——150001001State Street Corporation Hybrid 12/03/2029 USDStock$1,001 - $15,0002023-07-05buy23
house-8219876-ocr-41Dependent——150001001Trane Technologies Public Limi CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-40DependentINTUAhuja Khanna Children Irrevocable Trust150001001Intuit Inc CMNCommon Stock$1,001 - $15,0002023-07-20buy12
house-8219876-ocr-4DependentVRSKPartial Transaction150001001VERISK ANALYTICS INC COMStock$1,001 - $15,0002023-07-18sell14
house-8219876-ocr-39DependentABBVAhuja Khanna Children Irrevocable Trust150001001AbbVie Inc CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-38DependentTMUSAhuja Khanna Children Irrevocable Trust150001001T-Mobile US, Inc. CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-37DependentVZAhuja Khanna Children Irrevocable Trust150001001Verizon Communications, Inc. 4.329% 09/21/2028 USDBond$1,001 - $15,0002023-07-05buy23
house-8219876-ocr-36Dependent—Ahuja Khanna Children Irrevocable Trust150001001Bank of New York Mellon Corporation Hybrid MTN 10/25/2028 USDBond$1,001 - $15,0002023-07-05buy23
house-8219876-ocr-35DependentAXTAAhuja Grandchildren's Education Trust; Partial Transaction150001001Axalta Coating Systems Ltd. CMNCommon Stock$1,001 - $15,0002023-07-21sell11
house-8219876-ocr-34DependentAXTAAhuja Grandchildren's Education Trust; Partial Transaction150001001Axalta Coating Systems Ltd. CMNCommon Stock$1,001 - $15,0002023-07-12sell18
house-8219876-ocr-33DependentURBNAhuja Grandchildren's Education Trust; Partial Transaction150001001Urban Outfitters Inc CMNCommon Stock$1,001 - $15,0002023-07-18sell14
house-8219876-ocr-32Dependent—Ahuja Grandchildren's Education Trust; Partial Transaction150001001Walgreens Boots Alliance, Inc. CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-31DependentALLAhuja Grandchildren's Education Trust150001001Allstate Corporation Common StockCommon Stock$1,001 - $15,0002023-07-13buy17
house-8219876-ocr-30DependentBAXAhuja Grandchildren's Education Trust150001001Baxter International Inc CMNCommon Stock$1,001 - $15,0002023-07-31buy5
house-8219876-ocr-3Dependent——150001001UNITEDHEALTH GP INCStock$1,001 - $15,0002023-07-18buy14
house-8219876-ocr-29DependentBAXAhuja Grandchildren's Education Trust150001001Baxter International Inc CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-28DependentLINPartial Transaction150001001Linde PLC CMNCommon Stock$1,001 - $15,0002023-07-07sell21
house-8219876-ocr-27DependentPHIN—150001001Phinia Inc. CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-26DependentODFLCapital Gains Deemed $200; Partial Transaction150001001Old Dominion Freight Line, Inc CMNCommon Stock$1,001 - $15,0002023-07-07sell21
house-8219876-ocr-25DependentMSFTCapital Gains Deemed $200; Partial Transaction150001001Microsoft Corporation CMNCommon Stock$1,001 - $15,0002023-07-14sell16
house-8219876-ocr-24DependentMSFT—150001001Microsoft Corporation CMNStock$1,001 - $15,0002023-07-18sell14
house-8219876-ocr-23DependentDHR—5000015001Danaher Corporation CMNStock$15,001 - $50,0002023-07-07sell21
house-8219876-ocr-22DependentDIS—5000015001Walt Disney Company (The) CMNStock$15,001 - $50,0002023-07-07sell21
house-8219876-ocr-21Dependent——150001001Call/MRVL Flex Euro PM 48 Exp 07/07/2023Stock$1,001 - $15,0002023-07-07buy21
house-8219876-ocr-20Dependent——150001001Call/ODFL Flex Euro PM 340 Exp 07/07/2023Stock$1,001 - $15,0002023-07-07buy21
house-8219876-ocr-2Dependent—Partial Transaction150001001AUTODESK INC DELAWAREStock$1,001 - $15,0002023-07-17sell15
house-8219876-ocr-194Dependent—Partial Sale150001001BAT Intl Finance PLC 4.448% 03/16/2028 USDBond$1,001 - $15,0002023-07-13sell17
house-8219876-ocr-193Dependent—Partial Sale150001001Bank of America Corporation Hybrid MTN 07/23/2029 USDBond$1,001 - $15,0002023-07-13sell17
house-8219876-ocr-192Dependent—Partial Sale150001001Amgen Inc. 5.25% 03/02/2030Bond$1,001 - $15,0002023-07-13sell17
house-8219876-ocr-191DependentTDPartial Sale150001001Toronto-Dominion Bank (The) MTN 4.108% 06/08/2027 USDBond$1,001 - $15,0002023-07-13sell17
house-8219876-ocr-190Dependent—Partial Sale150001001General Motors Finl Co 5.85% 04/06/2030Bond$1,001 - $15,0002023-07-13sell17
house-8219876-ocr-19DependentALL—150001001Allstate Corporation Common StockStock$1,001 - $15,0002023-07-14buy16
house-8219876-ocr-189DependentSPGPartial Sale150001001Simon Property Group, L.P. 3.375% 12/01/2027 USDBond$1,001 - $15,0002023-07-13sell17
house-8219876-ocr-188Dependent——150001001T-Mobile USA, Inc. 3.375% 04/15/2029 USDBond$1,001 - $15,0002023-07-13sell17
house-8219876-ocr-187Dependent——150001001Baxter International Inc 2.272% 12/01/2028 USDBond$1,001 - $15,0002023-07-13sell17
house-8219876-ocr-186Dependent——150001001RELX Capital Inc 3.0% 05/22/2030 USDBond$1,001 - $15,0002023-07-13sell17
house-8219876-ocr-185Dependent——150001001The Bank of Nova Scotia 4.5% 12/16/2025 USDBond$1,001 - $15,0002023-07-06sell22
house-8219876-ocr-184Dependent——150001001Morgan Stanley Hybrid 12/10/2026 USDBond$1,001 - $15,0002023-07-13sell17
house-8219876-ocr-183Dependent——5000015001NXP BV/NXP Funding LLC 5.55% 12/01/2028 USDBond$15,001 - $50,0002023-07-13sell17
house-8219876-ocr-182Dependent——5000015001Fox Corporation 4.709% 01/25/2029 USDBond$15,001 - $50,0002023-07-13sell17
house-8219876-ocr-181Dependent——5000015001Dell International L.L.C. 5.25% 02/01/2028Bond$15,001 - $50,0002023-07-13sell17
house-8219876-ocr-180Dependent——5000015001TRUIST FINANCIAL CORPORATION HYBRID MTN 10/28/2026 USDBond$15,001 - $50,0002023-07-13sell17
house-8219876-ocr-18Dependent——150001001M&T Bank Corporation Hybrid PerpetualStock$1,001 - $15,0002023-07-06buy22
house-8219876-ocr-179Dependent—M & R TP Primary50000001000001Hedge Fund Select: ELT Associates LLC CommitmentFund$1,000,001 - $5,000,0002023-07-01buy25
house-8219876-ocr-178SpouseMSFTExchange also marked150001001MICROSOFT CORPORATION CMNStock$1,001 - $15,0002023-07-14sell16
house-8219876-ocr-177SpouseMSFTPartial Sale; Exchange also marked150001001MICROSOFT CORPORATION CMNStock$1,001 - $15,0002023-07-18sell14
house-8219876-ocr-176Spouse——150001001PARAMOUNT GLOBAL HYBRID 03/30/2062 USDBond$1,001 - $15,0002023-07-13sell17
house-8219876-ocr-175SpouseALL—150001001ALLSTATE CORPORATION COMMON STOCKStock$1,001 - $15,0002023-07-14buy16
house-8219876-ocr-174SpouseSBAC—150001001SBA COMMUNICATIONS CORPORATION CMNStock$1,001 - $15,0002023-07-17buy15
house-8219876-ocr-173SpouseALL—150001001ALLSTATE CORPORATION COMMON STOCKStock$1,001 - $15,0002023-07-13buy17
house-8219876-ocr-172Spouse——150001001WELLS FARGO & COMPANY HYBRID PERPETUALBond$1,001 - $15,0002023-07-17buy15
house-8219876-ocr-171Spouse——150001001BOSTON SCIENTIFIC CORP 3.45% 03/01/2024 USDBond$1,001 - $15,0002023-07-05buy23
house-8219876-ocr-170Spouse——150001001CITIGROUP INC. HYBRID 07/24/2028 USDBond$1,001 - $15,0002023-07-05buy23
house-8219876-ocr-17DependentMS—150001001Morgan Stanley CMNStock$1,001 - $15,0002023-07-07buy21
house-8219876-ocr-169Spouse——5000015001STATE STREET CORPORATION HYBRID 02/07/2028 USDBond$15,001 - $50,0002023-07-05buy23
house-8219876-ocr-168Spouse——5000015001FISERV INC 5.45% 03/02/2028Bond$15,001 - $50,0002023-07-05buy23
house-8219876-ocr-167Spouse——5000015001CITIGROUP INC. HYBRID 06/09/2027 USDBond$15,001 - $50,0002023-07-05buy23
house-8219876-ocr-166SpouseSPG—5000015001SIMON PROPERTY GROUP, L.P. 3.375% 12/01/2027 USDBond$15,001 - $50,0002023-07-05buy23
house-8219876-ocr-165SpouseNDAQ—5000015001NASDAQ, INC. 5.35% 06/28/2028Bond$15,001 - $50,0002023-07-05buy23
house-8219876-ocr-164Spouse——5000015001EBAY INC. 3.6% 06/05/2027 USDBond$15,001 - $50,0002023-07-05buy23
house-8219876-ocr-163Spouse—Ritu Ahuja 1995 Trust5000015001Aon Corp/Aon Global Hold 2.85% 05/28/2027 USDBond$15,001 - $50,0002023-07-05buy23
house-8219876-ocr-162Spouse—Ritu Ahuja 1995 Trust5000015001Amgen Inc. 5.15% 03/02/2028Bond$15,001 - $50,0002023-07-05buy23
house-8219876-ocr-161Spouse—Ritu Ahuja 1995 Trust5000015001Mitsubishi UFJ Financial Group 4.05% 09/11/2028 USDBond$15,001 - $50,0002023-07-05buy23
house-8219876-ocr-160Spouse—Ritu Ahuja 1995 Trust5000015001American Express Company 5.85% 11/05/2027 USDBond$15,001 - $50,0002023-07-05buy23
house-8219876-ocr-16DependentCAT—150001001Caterpillar Inc (Delaware) CMNStock$1,001 - $15,0002023-07-07buy21
house-8219876-ocr-159Spouse—Ritu Ahuja 1995 Trust5000015001Bank of New York Mellon Corpor Hybrid 04/26/2027Bond$15,001 - $50,0002023-07-05buy23
house-8219876-ocr-158SpouseAXTA—150001001Axalta Coating Systems Ltd. CMNCMN$1,001 - $15,0002023-07-19sell13
house-8219876-ocr-157SpouseAXTA—150001001Axalta Coating Systems Ltd. CMNCMN$1,001 - $15,0002023-07-12sell18
house-8219876-ocr-156SpouseURBN—150001001Urban Outfitters Inc CMNCMN$1,001 - $15,0002023-07-18sell14
house-8219876-ocr-155SpouseURBN—150001001Urban Outfitters Inc CMNCMN$1,001 - $15,0002023-07-10sell20
house-8219876-ocr-154SpouseELAN—150001001Elanco Animal Health Incorpora CMNCMN$1,001 - $15,0002023-07-27sell7
house-8219876-ocr-153Spouse——150001001Walgreens Boots Alliance, Inc. CMNCMN$1,001 - $15,0002023-07-31sell5
house-8219876-ocr-152SpouseAXTA—150001001Axalta Coating Systems Ltd. CMNCMN$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-151SpouseAXTA—150001001Axalta Coating Systems Ltd. CMNCMN$1,001 - $15,0002023-07-20sell12
house-8219876-ocr-150SpouseAXTA—150001001Axalta Coating Systems Ltd. CMNCMN$1,001 - $15,0002023-07-21sell11
house-8219876-ocr-15Dependent——150001001Sempra Energy Hybrid Perpetual USDStock$1,001 - $15,0002023-07-03buy25
house-8219876-ocr-149SpouseAXTA—150001001Axalta Coating Systems Ltd. CMNCMN$1,001 - $15,0002023-07-25sell9
house-8219876-ocr-148SpouseAXTA—150001001Axalta Coating Systems Ltd. CMNCMN$1,001 - $15,0002023-07-18sell14
house-8219876-ocr-147SpouseURBN—150001001Urban Outfitters Inc CMNCMN$1,001 - $15,0002023-07-07sell21
house-8219876-ocr-146SpouseURBN—150001001URBAN OUTFITTERS INC CMNCommon Stock$1,001 - $15,0002023-07-03sell25
house-8219876-ocr-145SpouseELAN—150001001ELANCO ANIMAL HEALTH INCORPORA CMNCommon Stock$1,001 - $15,0002023-07-25sell9
house-8219876-ocr-144SpouseST—5000015001SENSATA TECHNOLOGIES HOLDING P CMNCommon Stock$15,001 - $50,0002023-07-19sell13
house-8219876-ocr-143SpouseGM—5000015001GENERAL MOTORS COMPANY CMNCommon Stock$15,001 - $50,0002023-07-19sell13
house-8219876-ocr-142Spouse——5000015001WALGREENS BOOTS ALLIANCE, INC. CMNCommon Stock$15,001 - $50,0002023-07-28sell6
house-8219876-ocr-141Spouse——150001001PUT/XSP @ 432 EXP 08/25/2023Option$1,001 - $15,0002023-07-13sell17
house-8219876-ocr-140Spouse——150001001PUT/XSP @ 439 EXP 09/29/2023Option$1,001 - $15,0002023-07-20sell12
house-8219876-ocr-14Dependent——150001001Wells Fargo & Company Hybrid PerpetualStock$1,001 - $15,0002023-07-17buy15
house-8219876-ocr-139Spouse——150001001PUT/XSP @ 445 EXP 09/08/2023Option$1,001 - $15,0002023-07-26sell8
house-8219876-ocr-138Spouse——150001001PUT/XSP @ 421 EXP 09/15/2023Option$1,001 - $15,0002023-07-06sell22
house-8219876-ocr-137Spouse——150001001CALL/STM FLEX EURO PM @ 47 EXP 07/14/2023Option$1,001 - $15,0002023-07-14buy16
house-8219876-ocr-136Spouse——150001001CALL/TSM FLEX EURO PM @ 93 EXP 07/14/2023Option$1,001 - $15,0002023-07-14buy16
house-8219876-ocr-135Spouse——150001001TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDSCommon Stock$1,001 - $15,0002023-07-14buy16
house-8219876-ocr-134SpouseMHK—150001001MOHAWK INDUSTRIES INC COMMON STOCKCommon Stock$1,001 - $15,0002023-07-05buy23
house-8219876-ocr-133Spouse——150001001ABB LTD SPONSORED ADR CMNCommon Stock$1,001 - $15,0002023-07-14buy16
house-8219876-ocr-132SpouseST—150001001SENSATA TECHNOLOGIES HOLDING P CMNCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-131SpouseMHK—150001001MOHAWK INDUSTRIES INC COMMON STOCKCommon Stock$1,001 - $15,0002023-07-28buy6
house-8219876-ocr-130SpouseBAX—150001001BAXTER INTERNATIONAL INC CMNCommon Stock$1,001 - $15,0002023-07-31buy5
house-8219876-ocr-13DependentSBAC—150001001SBA Communications Corporation CMNStock$1,001 - $15,0002023-07-17buy15
house-8219876-ocr-129SpouseBAX—5000015001BAXTER INTERNATIONAL INC CMNCommon Stock$15,001 - $50,0002023-07-28buy6
house-8219876-ocr-128Spouse—Ritu Ahuja Declaration of Trust150001001RALEIGH N C LTD OBLIG REV 1.9640% 10/01/30 AOMunicipal Bond$1,001 - $15,0002023-07-05buy23
house-8219876-ocr-127DependentSTTPartial Transaction150001001STATE STREET CORPORATION (NEW) CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-126Dependent—Partial Transaction150001001CERIDIAN HCM HOLDING INC. CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-125DependentWDAYPartial Transaction150001001WORKDAY, INC. CMN CLASS ACommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-124DependentMGMPartial Transaction150001001MGM RESORTS INTERNATIONAL CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-123DependentMNSTPartial Transaction150001001MONSTER BEVERAGE CORPORATION CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-122DependentMRNAPartial Transaction150001001MODERNA, INC. CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-121DependentGEHCPartial Transaction150001001GE HEALTHCARE TECHNOLOGIES INC CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-120Dependent——150001001HOLOGIC INCORPORATED CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-12DependentALL—150001001Allstate Corporation Common StockStock$1,001 - $15,0002023-07-13buy17
house-8219876-ocr-119DependentLW—150001001LAMB WESTON HOLDINGS, INC. CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-118DependentCTVA—150001001CORTEVA, INC. CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-117DependentPANWPartial Transaction150001001PALO ALTO NETWORKS INC. CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-116DependentPODD—150001001INSULET CORPORATION CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-115DependentCLXPartial Transaction150001001CLOROX CO (THE) (DELAWARE) CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-114DependentOGN—150001001ORGANON & CO CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-113DependentCAG—150001001CONAGRA BRANDS INC CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-112DependentNKE—150001001Nike Class-B CMN Class BCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-111DependentREGN—150001001Regeneron Pharmaceutical Inc CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-110DependentMSFT—150001001Microsoft Corporation CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-11Dependent——150001001Discover Financial Services Hybrid Perpetual USDStock$1,001 - $15,0002023-07-03buy25
house-8219876-ocr-109DependentPFE—150001001Pfizer Inc. CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-108DependentEFX—150001001Equifax Inc. CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-107DependentALB—150001001Albemarle Corp CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-106DependentEXR—150001001Extra Space Storage Inc. CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-105DependentSPG—150001001Simon Property Group Inc CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-104DependentEW—150001001Edwards Lifesciences Corporation CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-103DependentTMO—150001001Thermo Fisher Scientific Inc CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-102DependentCARR—150001001Carrier Global Corporation CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-101DependentURI—150001001United Rentals, Inc. CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-100DependentHSY—150001001The Hershey Company CMNCommon Stock$1,001 - $15,0002023-07-28sell6
house-8219876-ocr-10DependentISRG—5000015001Intuitive Surgical, Inc. CMNStock$15,001 - $50,0002023-07-07buy21
house-8219876-ocr-1DependentUBER—150001001UBER TECHNOLOGIES INCStock$1,001 - $15,0002023-07-17buy15

Original filing document