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 350 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.

2028-08-29 · buyWHIRLPOOL CORP. CMN — $1,001 - $15,000
2023-08-29 · buyABBVIE INC CMN — $1,001 - $15,000
2023-08-29 · buyOLD DOMINION FREIGHT LINE, INC CMN — $1,001 - $15,000
2023-08-29 · buyCERIDIAN HCM HOLDING INC. CMN — $1,001 - $15,000
2023-08-29 · buyTELEFLEX INC. CMN — $1,001 - $15,000
2023-08-29 · buyAUTODESK, INC. CMN — $1,001 - $15,000
2023-08-29 · buyALTRIA GROUP, INC. CMN — $1,001 - $15,000
2023-08-29 · buySOUTHWEST AIRLINES CO CMN — $1,001 - $15,000
2023-08-29 · buyT. ROWE PRICE GROUP, INC. CMN — $1,001 - $15,000
2023-08-29 · buyHEALTHPEAK PROPERTIES INC CMN — $1,001 - $15,000
2023-08-16 · buyApollo Global Management, Inc. PFD 7.625000/15/2053 BEO — $1,001 - $15,000
2023-08-29 · buySBA COMMUNICATIONS CORPORATION CMN — $25,000,001 - $50,000,000
2023-08-29 · buyHOLOGIC INCORPORATED CMN — $1,001 - $15,000
2023-08-29 · buyAMCOR PLC CMN — $1,001 - $15,000
2023-08-29 · buyTRUIST FINANCIAL CORPORATION CMN — $1,001 - $15,000
2023-08-29 · buyKENVUE INC. CMN — $1,001 - $15,000
2023-08-29 · buyCONAGRA BRANDS INC CMN — $1,001 - $15,000
2023-08-29 · buyWALGREENS BOOTS ALLIANCE, INC. CMN — $1,001 - $15,000
2023-08-29 · buyCAMPBELL SOUP CO CMN — $1,001 - $15,000
2023-08-29 · buyFORTIVE CORPORATION CMN — $1,001 - $15,000
2023-08-29 · buyPALO ALTO NETWORKS INC. CMN — $1,001 - $15,000
2023-08-04 · buyCarmax, Inc. CMN — $1,001 - $15,000
2023-08-29 · buyZIMMER BIOMET HOLDINGS INC — $1,001 - $15,000
2023-08-29 · buyUNITED RENTALS, INC. CMN — $1,001 - $15,000
2023-08-29 · buyNASDAQ INC. CMN — $1,001 - $15,000
2023-08-29 · buyHUMANA INC. CMN — $1,001 - $15,000
2023-08-29 · buyMCCORMICK & CO NON VTG SHRS CMN — $1,001 - $15,000
2023-08-29 · buyCintas Corporation CMN — $1,001 - $15,000
2023-08-29 · buyAutomatic Data Processing Inc CMN — $1,001 - $15,000
2023-08-29 · buyIDEXX Laboratories CMN — $1,001 - $15,000
2023-08-29 · buyKimberly-Clark Corporation CMN — $1,001 - $15,000
2023-08-29 · buyAmerisourceBergen Corporation CMN — $1,001 - $15,000
2023-08-04 · buyAbbott Laboratories CMN — $1,001 - $15,000
2023-08-29 · buyAvery Dennison Corporation CMN — $1,001 - $15,000
2023-08-29 · buyInsulet Corporation CMN — $1,001 - $15,000
2023-08-29 · buyMotorola Solutions Inc CMN — $1,001 - $15,000
2023-08-29 · buyServiceNow Inc CMN — $1,001 - $15,000
2023-08-29 · buyPhilip Morris Intl Inc CMN — $1,001 - $15,000
2023-08-29 · buyDanaher Corporation CMN — $1,001 - $15,000
2023-08-29 · buyIntuitive Surgical, Inc. CMN — $1,001 - $15,000
2023-08-29 · buyBooking Holdings Inc. CMN — $1,001 - $15,000
2023-08-29 · buyDeere & Company CMN — $1,001 - $15,000
2023-08-29 · buyJPMorgan Chase & Co CMN — $1,001 - $15,000
2023-08-01 · buyCorvex Dynamic Equity Select LLC Class BA Series 1 — $250,001 - $500,000
2023-08-29 · buyBlackrock, Inc. CMN — $1,001 - $15,000
2023-08-29 · buyGE Healthcare Technologies Inc CMN — $1,001 - $15,000
2023-08-29 · buyW.W. Grainger Inc CMN — $1,001 - $15,000
2023-08-29 · buyComcast Corporation CMN Class A Voting — $1,001 - $15,000
2023-08-29 · buyChipotle Mexican Grill, Inc. CMN — $1,001 - $15,000
2023-08-29 · buyEquifax Inc. CMN — $1,001 - $15,000
2023-08-29 · buyRegeneron Pharmaceutical Inc CMN — $1,001 - $15,000
2023-08-29 · buyKellogg Company CMN — $1,001 - $15,000
2023-08-29 · buyVici Properties Inc. CMN — $1,001 - $15,000
2023-08-29 · buyKeurig Dr Pepper Inc CMN — $1,001 - $15,000
2023-08-21 · buyMicrosoft Corp — $1,001 - $15,000
2023-08-29 · buyCarrier Global Corporation CMN — $1,001 - $15,000
2023-08-29 · buyRealty Income Corporation CMN — $1,001 - $15,000
2023-08-29 · buyCorteva, Inc. CMN — $1,001 - $15,000
2023-08-29 · buyEdwards Lifesciences Corporation CMN — $1,001 - $15,000
2023-08-29 · buyAlexandria Real Estate Equities, Inc. — $1,001 - $15,000
…290 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 id8219953
chamberhouse
report urlhttps://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219953.pdf
bioguide idK000389
data sourceHOUSE_CLERK_PTR
member lastKhanna
member nameRohit Khanna
member firstRohit
state districtCA17
disclosure date2023-09-06
extraction methodvision_ocr

Each transaction (350)

idownertickercommentamount maxamount minasset nameasset typeamount rangetransaction datetransaction typereporting lag days
house-8219953-ocr-99DependentWHR—150001001WHIRLPOOL CORP. CMNCommon Stock$1,001 - $15,0002028-08-29buy1299
house-8219953-ocr-98DependentABBV—150001001ABBVIE INC CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-97DependentODFL—150001001OLD DOMINION FREIGHT LINE, INC CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-96Dependent——150001001CERIDIAN HCM HOLDING INC. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-95DependentTFX—150001001TELEFLEX INC. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-94DependentADSK—150001001AUTODESK, INC. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-93DependentMO—150001001ALTRIA GROUP, INC. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-92DependentLUV—150001001SOUTHWEST AIRLINES CO CMNCMN$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-91DependentTROW—150001001T. ROWE PRICE GROUP, INC. CMNCMN$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-90DependentDOC—150001001HEALTHPEAK PROPERTIES INC CMNCMN$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-9DependentAPO—150001001Apollo Global Management, Inc. PFD 7.625000/15/2053 BEOStock$1,001 - $15,0002023-08-16buy15
house-8219953-ocr-89DependentSBAC—5000000025000001SBA COMMUNICATIONS CORPORATION CMNCMN$25,000,001 - $50,000,0002023-08-29buy6
house-8219953-ocr-88Dependent——150001001HOLOGIC INCORPORATED CMNCMN$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-87DependentAMCR—150001001AMCOR PLC CMNCMN$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-86DependentTFC—150001001TRUIST FINANCIAL CORPORATION CMNCMN$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-85DependentKVUE—150001001KENVUE INC. CMNCMN$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-84DependentCAG—150001001CONAGRA BRANDS INC CMNCMN$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-83Dependent——150001001WALGREENS BOOTS ALLIANCE, INC. CMNCMN$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-82Dependent——150001001CAMPBELL SOUP CO CMNCMN$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-81DependentFTV—150001001FORTIVE CORPORATION CMNCMN$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-80DependentPANW—150001001PALO ALTO NETWORKS INC. CMNCMN$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-8DependentKMX—150001001Carmax, Inc. CMNStock$1,001 - $15,0002023-08-04buy23
house-8219953-ocr-79DependentZBH—150001001ZIMMER BIOMET HOLDINGS INCCMN$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-78DependentURI—150001001UNITED RENTALS, INC. CMNCMN$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-77DependentNDAQ—150001001NASDAQ INC. CMNCMN$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-76DependentHUM—150001001HUMANA INC. CMNCMN$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-75Dependent——150001001MCCORMICK & CO NON VTG SHRS CMNCMN$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-74DependentCTAS—150001001Cintas Corporation CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-73DependentADP—150001001Automatic Data Processing Inc CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-72DependentIDXX—150001001IDEXX Laboratories CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-71DependentKMB—150001001Kimberly-Clark Corporation CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-70Dependent——150001001AmerisourceBergen Corporation CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-7DependentABT—150001001Abbott Laboratories CMNStock$1,001 - $15,0002023-08-04buy23
house-8219953-ocr-69DependentAVY—150001001Avery Dennison Corporation CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-68DependentPODD—150001001Insulet Corporation CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-67DependentMSI—150001001Motorola Solutions Inc CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-66DependentNOW—150001001ServiceNow Inc CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-65DependentPM—150001001Philip Morris Intl Inc CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-64DependentDHR—150001001Danaher Corporation CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-63DependentISRG—150001001Intuitive Surgical, Inc. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-62DependentBKNG—150001001Booking Holdings Inc. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-61DependentDE—150001001Deere & Company CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-60DependentJPM—150001001JPMorgan Chase & Co CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-6Dependent—Monta and Usha Ahuja 2010 Irrev Trust FBO Grandchildren500000250001Corvex Dynamic Equity Select LLC Class BA Series 1Stock$250,001 - $500,0002023-08-01buy26
house-8219953-ocr-59DependentBLK—150001001Blackrock, Inc. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-58DependentGEHC—150001001GE Healthcare Technologies Inc CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-57DependentGWW—150001001W.W. Grainger Inc CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-56DependentCMCSA—150001001Comcast Corporation CMN Class A VotingCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-55DependentCMG—150001001Chipotle Mexican Grill, Inc. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-54DependentEFX—150001001Equifax Inc. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-53DependentREGN—150001001Regeneron Pharmaceutical Inc CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-52Dependent——150001001Kellogg Company CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-51DependentVICI—150001001Vici Properties Inc. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-50DependentKDP—150001001Keurig Dr Pepper Inc CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-5DependentMSFTM&R Trust Partnership150001001Microsoft CorpStock$1,001 - $15,0002023-08-21buy12
house-8219953-ocr-49DependentCARR—150001001Carrier Global Corporation CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-48DependentO—150001001Realty Income Corporation CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-47DependentCTVA—150001001Corteva, Inc. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-46DependentEW—150001001Edwards Lifesciences Corporation CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-45DependentARE—150001001Alexandria Real Estate Equities, Inc.Common Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-44DependentPNC—150001001PNC Financial Services Group, CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-43DependentPYPL—150001001PayPal Holdings, Inc. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-42DependentEXR—150001001Extra Space Storage Inc. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-41DependentINTU—150001001Intuit Inc CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-40DependentMTD—150001001Mettler-Toledo Intl CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-4Dependent—M&R Trust Partnership150001001Verisk Analytics Inc ComStock$1,001 - $15,0002023-08-21sell12
house-8219953-ocr-39DependentBAC—150001001Bank of America Corp CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-38DependentPFEAhuja Khanna Children Irrevocable Trust150001001Pfizer Inc. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-37DependentHSYAhuja Khanna Children Irrevocable Trust150001001The Hershey Company CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-36DependentTAhuja Khanna Children Irrevocable Trust150001001AT&T Inc. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-350Dependent—ARECO 2020 Trust FBO Khanna Children250000100001United States Treasury Bill Zero CPN 8/8/2023Stock$100,001 - $250,0002023-08-11buy18
house-8219953-ocr-35DependentMCDAhuja Khanna Children Irrevocable Trust150001001McDonalds Corp CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-349Dependent—ARECO 2020 Trust FBO Khanna Children500000250001United States Treasury Bill Zero CPN 2/8/2023Stock$250,001 - $500,0002023-08-11buy18
house-8219953-ocr-348Dependent—ARECO Grandchildren Trust (Khanna Portion)10000050001United States Treasury Bill Zero CPN 8/8/2023Stock$50,001 - $100,0002023-08-11buy18
house-8219953-ocr-347Dependent—ARECO Grandchildren Trust (Khanna Portion)250000100001United States Treasury Bill Zero CPN 2/8/2023Stock$100,001 - $250,0002023-08-11buy18
house-8219953-ocr-346Dependent—MURA Holdings 2009 Trust FBO Khanna Children; Partial Transaction500000250001GS Fin Corp Ser F Mtn Zero CPN 2/4/2027Stock$250,001 - $500,0002023-08-03sell24
house-8219953-ocr-345Dependent—MURA Holdings 2009 Trust FBO Khanna Children10000050001United States Treasury Bill Zero CPN 2/8/2023Stock$50,001 - $100,0002023-08-11buy18
house-8219953-ocr-344Dependent—MURA Holdings Grandchildren Trust (Khanna Portion); Partial Transaction500000250001GS Fin Corp Ser F Mtn Zero CPN 2/4/2027Stock$250,001 - $500,0002023-08-03sell24
house-8219953-ocr-343Dependent—MURA Holdings Grandchildren Trust (Khanna Portion)250000100001United States Treasury Bill Zero CPN 2/8/2023Stock$100,001 - $250,0002023-08-11buy18
house-8219953-ocr-342Spouse—MURA Holdings; Partial Transaction500000250001GS Fin Corp Ser F Mtn Zero CPN 2/4/2027Stock$250,001 - $500,0002023-08-03sell24
house-8219953-ocr-341Spouse—MURA Holdings250000100001United States Treasury Bill Zero CPN 2/8/2023Stock$100,001 - $250,0002023-08-11buy18
house-8219953-ocr-340Dependent—M&R TP Primary; Capital Gains Reused $30010000050001Ohio ST Major New ST Rev 5% 12/15/27 JDMunicipal Bond$50,001 - $100,0002023-08-01sell26
house-8219953-ocr-34DependentTGTAhuja Khanna Children Irrevocable Trust150001001Target Corporation CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-339Dependent—M&R TP Primary150001001Canadian Imperial Bank 1.25% 06/22/2026 USDBond$1,001 - $15,0002023-08-02buy25
house-8219953-ocr-338Dependent—M&R TP Primary150001001DTE Energy Company 2.85% 10/01/2026 USDBond$1,001 - $15,0002023-08-02buy25
house-8219953-ocr-337Dependent—M&R TP Primary150001001Realty Income Corporation 4.125% 10/15/2026 USDBond$1,001 - $15,0002023-08-02buy25
house-8219953-ocr-336Dependent—M&R TP Primary5000015001Crown Castle Intl Corp 1.05% 07/15/2026 USDBond$15,001 - $50,0002023-08-02buy25
house-8219953-ocr-335Dependent—M&R TP Primary5000015001Xcel Energy Inc 2.6% 12/01/2029 USDBond$15,001 - $50,0002023-08-02buy25
house-8219953-ocr-334Dependent—M&R TP Primary5000015001Entergy Corporation 2.95% 09/01/2026 USDBond$15,001 - $50,0002023-08-02buy25
house-8219953-ocr-333SpouseSHWPartial Transaction150001001Sherwin-Williams Co CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-332SpouseSHWPartial Transaction150001001Sherwin-Williams Co CMNCommon Stock$1,001 - $15,0002023-08-31sell4
house-8219953-ocr-331SpouseVZPartial Transaction150001001Verizon Communications, Inc. CMNCommon Stock$1,001 - $15,0002023-08-22sell11
house-8219953-ocr-330SpouseVZPartial Transaction150001001Verizon Communications, Inc. CMNCommon Stock$1,001 - $15,0002023-08-02sell25
house-8219953-ocr-33DependentHDAhuja Khanna Children Irrevocable Trust150001001The Home Depot, Inc. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-329SpouseCARRCapital Gains Reused $300; Partial Transaction150001001Carrier Global Corporation CMNCommon Stock$1,001 - $15,0002023-08-04sell23
house-8219953-ocr-328SpouseGOOGLPartial Transaction150001001Alphabet Inc. CMN Class ACommon Stock$1,001 - $15,0002023-08-04sell23
house-8219953-ocr-327SpouseCATPartial Transaction150001001Caterpillar Inc (Delaware) CMNCommon Stock$1,001 - $15,0002023-08-07sell22
house-8219953-ocr-326SpouseAPO—150001001Apollo Global Management, Inc. PFD 7.625000/15/2053 BEOPreferred Stock$1,001 - $15,0002023-08-16buy15
house-8219953-ocr-325SpouseTGT—150001001Target Corporation CMNCommon Stock$1,001 - $15,0002023-08-23buy10
house-8219953-ocr-324SpouseKMX—150001001Carmax, Inc. CMNCommon Stock$1,001 - $15,0002023-08-04buy23
house-8219953-ocr-323SpouseABT—150001001Abbott Laboratories CMNCommon Stock$1,001 - $15,0002023-08-04buy23
house-8219953-ocr-322Spouse—Ritu Ahuja 1995 Trust150001001Lowe's Companies Inc 1.7% 10/15/2030 USDBond$1,001 - $15,0002023-08-14buy17
house-8219953-ocr-321Spouse—Ritu Ahuja 1995 Trust5000015001Dow Chemical Company (The) 2.1% 11/15/2030 USDBond$15,001 - $50,0002023-08-14buy17
house-8219953-ocr-320SpouseIT—150001001Gartner, Inc. CMNCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-32DependentBMYAhuja Khanna Children Irrevocable Trust5000015001Bristol-Myers Squibb Company CMNCommon Stock$15,001 - $50,0002023-08-29buy6
house-8219953-ocr-319SpouseGLW—150001001Corning Incorporated CMNCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-318SpouseROL—150001001Rollins Inc. CMNCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-317SpouseURBN—150001001Urban Outfitters Inc CMNCommon Stock$1,001 - $15,0002023-08-09sell20
house-8219953-ocr-316SpouseEA—150001001Electronic Arts CMNCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-315SpouseREGN—150001001Regeneron Pharmaceutical Inc CMNCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-314SpouseKEYS—150001001Keysight Technologies, Inc. CMNCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-313SpouseHSIC—150001001Henry Schein Inc Common StockCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-312SpouseALB—150001001Albemarle Corp CMNCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-311SpouseTMUS—150001001T-Mobile US, Inc. CMNCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-310SpouseMCK—150001001McKesson Corporation CMNCommon Stock$1,001 - $15,0002023-08-08sell21
house-8219953-ocr-31DependentDDPartial Sale150001001DuPont de Nemours Inc CMNCommon Stock$1,001 - $15,0002023-08-31sell4
house-8219953-ocr-309Spouse——150001001VF Corp CMNCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-308Spouse——150001001Kellogg Company CMNCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-307SpouseALL—150001001ALLSTATE CORPORATION COMMON STOCKCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-306SpouseNVDA—150001001NVIDIA CORPORATION CMNCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-305SpouseBBWI—150001001BATH & BODY WORKS, INC. CMNCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-304SpouseBAX—150001001BAXTER INTERNATIONAL INC CMNCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-303Spouse——150001001SANOFI SPONSORED ADR CMNADR$1,001 - $15,0002023-08-11sell18
house-8219953-ocr-302Spouse——150001001CRH PLC SPON ADR ADR CMNADR$1,001 - $15,0002023-08-11sell18
house-8219953-ocr-301SpouseELAN—150001001ELANCO ANIMAL HEALTH INCORPORA CMNCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-300SpouseELAN—150001001ELANCO ANIMAL HEALTH INCORPORA CMNCommon Stock$1,001 - $15,0002023-08-04sell23
house-8219953-ocr-30Dependent—Partial Sale150001001Walgreens Boots Alliance, Inc. CMNCommon Stock$1,001 - $15,0002023-08-08sell21
house-8219953-ocr-3Dependent—M&R Trust Partnership150001001Edward Lifesciences CorpStock$1,001 - $15,0002023-08-11buy18
house-8219953-ocr-299Spouse——150001001WALGREENS BOOTS ALLIANCE, INC. CMNCommon Stock$1,001 - $15,0002023-08-08sell21
house-8219953-ocr-298SpouseELAN—150001001ELANCO ANIMAL HEALTH INCORPORA CMNCommon Stock$1,001 - $15,0002023-08-02sell25
house-8219953-ocr-297Spouse——150001001WALGREENS BOOTS ALLIANCE, INC. CMNCommon Stock$1,001 - $15,0002023-08-01sell26
house-8219953-ocr-296Spouse——150001001WALGREENS BOOTS ALLIANCE, INC. CMNCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-295SpouseAXTA—150001001AXALTA COATING SYSTEMS LTD. CMNCommon Stock$1,001 - $15,0002023-08-01sell26
house-8219953-ocr-294SpouseURBN—150001001URBAN OUTFITTERS INC CMNCommon Stock$1,001 - $15,0002023-08-18sell13
house-8219953-ocr-293SpouseCTVA—150001001CORTEVA, INC. CMNCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-292SpouseURBN—150001001URBAN OUTFITTERS INC CMNCommon Stock$1,001 - $15,0002023-08-07sell22
house-8219953-ocr-291SpouseCTAS—150001001CINTAS CORPORATION CMNCommon Stock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-290SpouseDD—150001001DUPONT DE NEMOURS INC CMNCommon Stock$1,001 - $15,0002023-08-17sell14
house-8219953-ocr-29Dependent—Partial Sale150001001Walgreens Boots Alliance, Inc. CMNCommon Stock$1,001 - $15,0002023-08-01sell26
house-8219953-ocr-289SpouseDD—150001001DuPont de Nemours Inc CMNCMN$1,001 - $15,0002023-08-10sell19
house-8219953-ocr-288SpouseDD—150001001DuPont de Nemours Inc CMNCMN$1,001 - $15,0002023-08-11sell18
house-8219953-ocr-287SpouseDD—150001001DuPont de Nemours Inc CMNCMN$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-286SpouseFTV—150001001Fortive Corporation CMNCMN$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-285SpouseDD—150001001DuPont de Nemours Inc CMNCMN$1,001 - $15,0002023-08-07sell22
house-8219953-ocr-284SpouseROST—150001001Ross Stores, Inc CMNCMN$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-283SpousePCAR—150001001PACCAR Inc CMNCMN$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-282SpouseWTW—150001001Willis Towers Watson PLC CMNCMN$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-281SpouseIR—150001001Ingersoll Rand Inc CMNCMN$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-280Spouse——150001001Walgreens Boots Alliance, Inc. CMNCMN$1,001 - $15,0002023-08-02sell25
house-8219953-ocr-28DependentAXTAPartial Sale150001001Axalta Coating Systems Ltd. CMNCommon Stock$1,001 - $15,0002023-08-01sell26
house-8219953-ocr-279SpouseURI—150001001United Rentals, Inc. CMNCMN$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-278SpouseORLY—150001001O'Reilly Automotive, Inc. CMNCMN$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-277SpousePFG—150001001Principal Financial Group, Inc. CMNCMN$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-276SpouseLRCX—150001001LAM Research Corporation CMNCMN$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-275SpouseXYL—150001001Xylem Inc. CMNCMN$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-274SpouseMO—150001001Altria Group, Inc. CMNCMN$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-273SpouseC—150001001Citigroup Inc. CMNCMN$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-272Spouse——150001001Walgreens Boots Alliance, Inc. CMNCMN$1,001 - $15,0002023-08-09sell20
house-8219953-ocr-271SpouseAME—150001001AMETEK INC (NEW) CMNStock$1,001 - $15,0002023-08-03sell24
house-8219953-ocr-270SpouseAMP—5000015001AMERIPRISE FINANCIAL, INC. CMNStock$15,001 - $50,0002023-08-03sell24
house-8219953-ocr-27DependentURBNPartial Sale150001001Urban Outfitters Inc CMNCommon Stock$1,001 - $15,0002023-08-18sell13
house-8219953-ocr-269SpouseCCI—5000015001CROWN CASTLE INTL CORP CMNStock$15,001 - $50,0002023-08-03sell24
house-8219953-ocr-268SpouseDD—5000015001DUPONT DE NEMOURS INC CMNStock$15,001 - $50,0002023-08-31sell4
house-8219953-ocr-267Spouse——5000015001MC DONALDS CORP CMNStock$15,001 - $50,0002023-08-03sell24
house-8219953-ocr-266SpouseDD—5000015001DUPONT DE NEMOURS INC CMNStock$15,001 - $50,0002023-08-08sell21
house-8219953-ocr-265SpouseAFL—5000015001AFLAC INCORPORATED CMNStock$15,001 - $50,0002023-08-03sell24
house-8219953-ocr-264SpouseWM—5000015001WASTE MANAGEMENT INC CMNStock$15,001 - $50,0002023-08-03sell24
house-8219953-ocr-263SpouseTT—5000015001TRANE TECHNOLOGIES PUBLIC LIMITED CMNStock$15,001 - $50,0002023-08-03sell24
house-8219953-ocr-262SpouseITW—5000015001ILLINOIS TOOL WORKS CMNStock$15,001 - $50,0002023-08-03sell24
house-8219953-ocr-261SpouseMSFT—5000015001MICROSOFT CORPORATION CMNStock$15,001 - $50,0002023-08-03sell24
house-8219953-ocr-260SpousePFE—5000015001PFIZER INC. CMNStock$15,001 - $50,0002023-08-03sell24
house-8219953-ocr-26DependentDDPartial Sale150001001DuPont de Nemours Inc CMNCommon Stock$1,001 - $15,0002023-08-02sell25
house-8219953-ocr-259SpouseXSP@ 427 EXP150001001PUT/XSP @ 427 EXP 09/22/2023Stock$1,001 - $15,0002023-08-08sell21
house-8219953-ocr-258SpouseXSP@ 436 EXP150001001PUT/XSP @ 436 EXP 10/13/2023Stock$1,001 - $15,0002023-08-30sell5
house-8219953-ocr-257SpouseXSP@ 427 EXP150001001PUT/XSP @ 427 EXP 10/06/2023Stock$1,001 - $15,0002023-08-24sell9
house-8219953-ocr-256SpouseXSP@ 440 EXP150001001PUT/XSP @ 440 EXP 10/20/2023Stock$1,001 - $15,0002023-08-01sell26
house-8219953-ocr-255Spouse—@ 22 EXP150001001CALL/UBS FLEX EURO PM @ 22 EXP 08/11/2023Stock$1,001 - $15,0002023-08-11buy18
house-8219953-ocr-254Spouse—@ 13.5 EXP150001001CALL/ING FLEX EURO PM @ 13.5 EXP 08/11/2023Stock$1,001 - $15,0002023-08-11buy18
house-8219953-ocr-253Spouse—@ 53 EXP 08/11/2023150001001Call/CRH Flex Euro PM @ 53 Exp 08/11/2023Options$1,001 - $15,0002023-08-11buy18
house-8219953-ocr-252SpouseHD—150001001The Home Depot, Inc. CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-251SpouseNSC—150001001Norfolk Southern Corp CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-250SpouseLOW—150001001Lowes Companies Inc CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-25DependentDDPartial Sale150001001DuPont de Nemours Inc CMNCommon Stock$1,001 - $15,0002023-08-09sell20
house-8219953-ocr-249SpouseBRK-B—150001001Berkshire Hathaway Inc. Class BCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-248SpousePANW—150001001Palo Alto Networks Inc. CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-247SpouseANET—150001001Arista Networks, Inc. CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-246SpousePYPL—150001001PayPal Holdings, Inc. CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-245SpouseARE—150001001Alexandria Real Estate Equities, Inc.Common Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-244SpouseGPN—150001001Global Payments Inc. CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-243SpouseFMC—150001001FMC Corporation CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-242SpouseAMT—150001001American Tower Corporation CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-241SpouseNDSN—150001001Nordson Corporation CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-240SpouseCVS—150001001CVS Health Corp CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-24Dependent—Partial Sale500000250001iShares Russell 1000 ValueFund$250,001 - $500,0002023-08-01sell26
house-8219953-ocr-239SpouseLUV—150001001Southwest Airlines CO CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-238SpouseEPAM—150001001EPAM Systems, Inc. CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-237SpouseUDR—150001001UDR Inc CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-236SpouseTDY—150001001Teledyne Technologies Incorpor CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-235SpouseMRNA—150001001MODERNA, INC. CMNCMN$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-234SpouseCHRW—150001001C.H. ROBINSON WORLDWIDE, INC. CMNCMN$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-233SpouseSTT—150001001STATE STREET CORPORATION (NEW) CMNCMN$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-232SpouseMS—150001001MORGAN STANLEY CMNCMN$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-231SpouseIFF—150001001INTL.FLAVORS & FRAGRANCE CMNCMN$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-230SpouseOTIS—150001001OTIS WORLDWIDE CORPORATION CMNCMN$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-23DependentABT—150001001Abbott Laboratories CMNCommon Stock$1,001 - $15,0002023-08-04buy23
house-8219953-ocr-229SpouseTROW—150001001T. ROWE PRICE GROUP, INC. CMNCMN$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-228SpouseRHI—150001001ROBERT HALF INC CMNCMN$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-227SpouseDG—150001001DOLLAR GENERAL CORPORATION CMNCMN$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-226SpouseBAX—150001001BAXTER INTERNATIONAL INC CMNCMN$1,001 - $15,0002023-08-09buy20
house-8219953-ocr-225SpouseBAX—150001001BAXTER INTERNATIONAL INC CMNCMN$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-224SpouseSBAC—150001001SBA COMMUNICATIONS CORPORATION CMNCMN$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-223SpouseROK—150001001ROCKWELL AUTOMATION INC CMNCMN$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-222Spouse——150001001LIVENT CORPORATION CMNCMN$1,001 - $15,0002023-08-11buy18
house-8219953-ocr-221SpouseGPK—150001001GRAPHIC PACKAGING HLDGCO CMNCMN$1,001 - $15,0002023-08-10buy19
house-8219953-ocr-220Spouse——150001001TOPGOLF CALLAWAY BRANDS CORP CMNCMN$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-22DependentST—150001001Sensata Technologies Holding P CMNCommon Stock$1,001 - $15,0002023-08-01buy26
house-8219953-ocr-219SpouseUL—150001001UNILEVER PLC (NEW) SPONSORED ADR CMNCMN$1,001 - $15,0002023-08-11buy18
house-8219953-ocr-218Spouse——150001001TOPGOLF CALLAWAY BRANDS CORP CMNCMN$1,001 - $15,0002023-08-31buy4
house-8219953-ocr-217SpouseCOST—150001001Costco Wholesale Corporation CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-216Spouse——150001001Topgolf Callaway Brands Corp CMNCommon Stock$1,001 - $15,0002023-08-24buy9
house-8219953-ocr-215Spouse——150001001Topgolf Callaway Brands Corp CMNCommon Stock$1,001 - $15,0002023-08-28buy7
house-8219953-ocr-214SpouseACN—150001001Accenture PLC CMN Class ACommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-213Spouse——150001001Topgolf Callaway Brands Corp CMNCommon Stock$1,001 - $15,0002023-08-25buy8
house-8219953-ocr-212SpouseGPK—150001001Graphic Packaging HLDGCO CMNCommon Stock$1,001 - $15,0002023-08-17buy14
house-8219953-ocr-211SpouseNEM—150001001Newmont Corp CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-210Spouse——150001001Topgolf Callaway Brands Corp CMNCommon Stock$1,001 - $15,0002023-08-30buy5
house-8219953-ocr-21DependentBAX—150001001Baxter International Inc CMNStock$1,001 - $15,0002023-08-21buy12
house-8219953-ocr-209Spouse——150001001AstraZeneca PLC SPONS ADR Sponsored ADR CMNADR$1,001 - $15,0002023-08-11buy18
house-8219953-ocr-208SpouseCARR—150001001Carrier Global Corporation CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-207SpousePGR—150001001The Progressive Corporation CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-206SpouseNTRS—150001001Northern Trust Corp CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-205SpouseST—150001001Sensata Technologies Holding P CMNCommon Stock$1,001 - $15,0002023-08-01buy26
house-8219953-ocr-204SpousePSA—150001001Public Storage CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-203SpouseDOV—150001001Dover Corporation CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-202SpouseGPK—150001001Graphic Packaging HLDGCO CMNCommon Stock$1,001 - $15,0002023-08-21buy12
house-8219953-ocr-201SpouseIEX—150001001IDEX Corporation Common StockCommon Stock$1,001 - $15,0002023-08-08buy21
house-8219953-ocr-200SpouseBAX—150001001Baxter International Inc CMNCommon Stock$1,001 - $15,0002023-08-07buy22
house-8219953-ocr-20DependentBAX—150001001Baxter International Inc CMNStock$1,001 - $15,0002023-08-02buy25
house-8219953-ocr-2Dependent—M&R Trust Partnership150001001Autodesk Inc DelawareStock$1,001 - $15,0002023-08-09sell20
house-8219953-ocr-199SpouseBAX—150001001Baxter International Inc CMNCommon Stock$1,001 - $15,0002023-08-01buy26
house-8219953-ocr-198SpouseINTU—150001001Intuit Inc CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-197SpouseMSCI—150001001MSCI Inc. CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-196SpouseUPS—150001001United Parcel Service, Inc. Class B Common StockCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-195SpousePAYX—150001001Paychex, Inc. CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-194SpouseKDP—150001001Keurig Dr Pepper Inc CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-193Spouse——150001001Livent Corporation CMNCommon Stock$1,001 - $15,0002023-08-10buy19
house-8219953-ocr-192SpouseNDAQ—150001001Nasdaq Inc. CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-191SpousePWR—150001001Quanta Services Inc CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-190SpouseSBUX—150001001Starbucks Corp. CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-19DependentBAX—150001001Baxter International Inc CMNStock$1,001 - $15,0002023-08-07buy22
house-8219953-ocr-189SpouseEXR—150001001Extra Space Storage Inc. CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-188SpouseBAX—150001001Baxter International Inc CMNCommon Stock$1,001 - $15,0002023-08-21buy12
house-8219953-ocr-187SpouseBAX—150001001Baxter International Inc CMNCommon Stock$1,001 - $15,0002023-08-08buy21
house-8219953-ocr-186SpouseBAX—150001001Baxter International Inc CMNCommon Stock$1,001 - $15,0002023-08-02buy25
house-8219953-ocr-185SpouseBAX—150001001Baxter International Inc CMNCommon Stock$1,001 - $15,0002023-08-04buy23
house-8219953-ocr-184Spouse——150001001Livent Corporation CMNCommon Stock$1,001 - $15,0002023-08-09buy20
house-8219953-ocr-183SpouseMRK—150001001Merck & Co., Inc. CMNCommon Stock$1,001 - $15,0002023-08-03buy24
house-8219953-ocr-182SpouseMMM—50000150013M Company CMNCommon Stock$15,001 - $50,0002023-08-03buy24
house-8219953-ocr-181SpouseAAPLRitu Ahuja 1994 Trust5000015001Apple Inc. CMNStock$15,001 - $50,0002023-08-03buy24
house-8219953-ocr-180SpouseTMORitu Ahuja 1994 Trust5000015001Thermo Fisher Scientific Inc CMNStock$15,001 - $50,0002023-08-03buy24
house-8219953-ocr-18Dependent—Ahuja Grandchildren's Education Trust500000250001Corvex Dynamic Equity Select LLC Class BA Series 1Stock$250,001 - $500,0002023-08-01buy26
house-8219953-ocr-179SpouseCATRitu Ahuja 1994 Trust5000015001Caterpillar Inc (Delaware) CMNStock$15,001 - $50,0002023-08-03buy24
house-8219953-ocr-178SpouseWFCRitu Ahuja 1994 Trust5000015001Wells Fargo & Co (New) CMNStock$15,001 - $50,0002023-08-03buy24
house-8219953-ocr-177SpouseABBVRitu Ahuja 1994 Trust5000015001AbbVie Inc CMNStock$15,001 - $50,0002023-08-03buy24
house-8219953-ocr-176Dependent——150001001Willscot Mobile Mini Holdings CMNStock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-175DependentWTW—150001001Willis Towers Watson PLC CMNStock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-174DependentDLTR—150001001Dollar Tree Stores, Inc. CMNStock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-173DependentLKQ—150001001LKQ Corporation CMNStock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-172DependentSYY—150001001Sysco Corporation CMNStock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-171DependentAPD—150001001Air Products & Chemicals Inc CMNStock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-170Dependent——150001001ANSYS, Inc. CMNStock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-17DependentSHW—150001001Sherwin-Williams Co CMNStock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-169DependentCINF—150001001Cincinnati Financial CRP CMNStock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-168DependentBWA—150001001BorgWarner Inc. CMNStock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-167DependentALGN—150001001Align Technology, Inc CMNStock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-166DependentENPH—150001001Enphase Energy, Inc. CMNStock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-165DependentPGR—150001001The Progressive Corporation CMNStock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-164Dependent——150001001Paramount Global CMN Class BCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-163DependentCSX—150001001CSX Corporation CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-162DependentGOOGL—150001001Alphabet Inc. CMN Class ACommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-161DependentULTA—150001001Ulta Beauty Inc CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-160DependentGRMN—150001001Garmin Ltd CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-16DependentVZ—150001001Verizon Communications, Inc. CMNStock$1,001 - $15,0002023-08-22sell11
house-8219953-ocr-159DependentMMM—1500010013M Company CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-158DependentTTWO—150001001Take Two Interactive Software IncCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-157DependentNEM—150001001Newmont Corp CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-156DependentAPH—150001001Amphenol Corp CL-A (New) CMN Class ACommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-155Dependent——150001001U.S. Bancorp CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-154DependentKEY—150001001Keycorp CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-153DependentQCOM—150001001Qualcomm Inc CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-152DependentGPC—150001001Genuine Parts Co. CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-151DependentAMECapital Gains Exceed $200, Partial Transaction150001001Ametek Inc (New) CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-150DependentILMN—150001001Illumina, Inc CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-15DependentVZ—150001001Verizon Communications, Inc. CMNStock$1,001 - $15,0002023-08-02sell25
house-8219953-ocr-149DependentXYZ—150001001Block, Inc. CMN Class ACommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-148DependentKEYS—150001001Keysight Technologies, Inc. CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-147Dependent——150001001Discover Financial Services CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-146DependentSJM—150001001J. M. Smucker Company (The) CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-145DependentHLTPartial Sale150001001Hilton Worldwide Holdings INC CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-144DependentFTNTPartial Sale150001001Fortinet, INC CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-143DependentRMD—150001001ResMed INC CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-142DependentDIS—150001001Walt Disney Company (The) CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-141Dependent——150001001INTL Flavors & Fragrance CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-140Dependent—Partial Sale150001001Crown Castle INTL Corp CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-14DependentGOOGLPartial Sale150001001Alphabet Inc. CMN Class AStock$1,001 - $15,0002023-08-04sell23
house-8219953-ocr-139Dependent——150001001Charles RIV Labs INTL INC CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-138DependentORCLPartial Sale150001001Oracle Corporation CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-137DependentROST—150001001Ross Stores INC CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-136DependentSYKPartial Sale150001001Stryker Corporation CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-135DependentRSG—150001001Republic Services INC CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-134DependentABTPartial Sale150001001Abbott Laboratories CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-133DependentDG—150001001Dollar General Corporation CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-132DependentROK—150001001Rockwell Automation INC CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-131DependentCVSPartial Sale150001001CVS Health Corp CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-130Dependent——150001001Estee Lauder COS INC CL-A CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-13DependentSHW—150001001Sherwin-Williams Co CMNStock$1,001 - $15,0002023-08-31sell4
house-8219953-ocr-129DependentITW—150001001Illinois Tool Works CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-128DependentDXCM—150001001Dexcom, Inc. CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-127DependentGIS—150001001General Mills Inc CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-126DependentBIIB—150001001Biogen Inc. CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-125DependentMSFT—150001001Microsoft Corporation CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-124DependentNSC—150001001Norfolk Southern Corp CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-123DependentKO—150001001Coca-Cola Company (The) CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-122DependentMRK—150001001Merck & Co., Inc. CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-121DependentPSA—150001001Public Storage CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-120DependentEA—150001001Electronic Arts CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-12DependentCARRPartial Sale150001001Carrier Global Corporation CMNStock$1,001 - $15,0002023-08-04sell23
house-8219953-ocr-119DependentCL—150001001Colgate-Palmolive Co CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-118DependentWM—150001001Waste Management Inc CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-117DependentCOF—150001001Capital One Financial Corp CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-116DependentMDLZ—150001001Mondelez International, Inc. CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-115DependentC—150001001Citigroup Inc. CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-114Dependent——150001001UnitedHealth Group Incorporate CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-113DependentTMUS—150001001T-Mobile US, Inc. CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-112DependentSBUX—150001001Starbucks Corp. CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-111DependentAMT—150001001American Tower Corporation CMNCommon Stock$1,001 - $15,0002023-08-29sell6
house-8219953-ocr-110DependentNKE—150001001NIKE CLASS-B CMN CLASS BCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-11DependentCATPartial Sale150001001Caterpillar Inc (Delaware) CMNStock$1,001 - $15,0002023-08-07sell22
house-8219953-ocr-109DependentAMD—150001001ADVANCED MICRO DEVICES, INC. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-108Dependent——150001001LABORATORY CORPORATION OF AMER CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-107DependentMRNA—150001001MODERNA, INC. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-106DependentTSLA—150001001TESLA, INC. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-105DependentAMZN—150001001AMAZON.COM INC CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-104DependentFAST—150001001FASTENAL COMPANY CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-103DependentBRK-B—150001001BERKSHIRE HATHAWAY INC. CLASS BCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-102Dependent——150001001MARSH & MCLENNAN CO INC CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-101DependentTYL—150001001TYLER TECHNOLOGIES, INC. CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-100DependentADM—150001001ARCHER-DANIELS-MIDLAND COMPANY CMNCommon Stock$1,001 - $15,0002023-08-29buy6
house-8219953-ocr-10DependentTGT—150001001Target Corporation CMNStock$1,001 - $15,0002023-08-23buy10
house-8219953-ocr-1DependentUBERM&R Trust Partnership150001001Uber Technologies IncStock$1,001 - $15,0002023-08-09buy20

Original filing document