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 231 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.

2023-09-28 · buyTopgolf Callaway Brands Corp CMN — $1,001 - $15,000
2023-09-06 · buyBrown & Brown, Inc. CMN — $1,001 - $15,000
2023-09-06 · buyChubb Limited CMN — $1,001 - $15,000
2023-09-06 · buyAssurant, Inc. CMN — $1,001 - $15,000
2023-09-06 · buyPNC Financial Services Group CMN — $1,001 - $15,000
2023-09-06 · buyGarmin Ltd CMN — $1,001 - $15,000
2023-09-06 · buyCamden Property Trust CMN — $1,001 - $15,000
2023-09-06 · buySBA Communications Corporation CMN — $1,001 - $15,000
2023-09-21 · buyLivent Corporation CMN — $1,001 - $15,000
2023-09-06 · buyThermo Fisher Scientific Inc CMN — $1,001 - $15,000
2023-09-13 · buyNVR Inc CMN — $1,001 - $15,000
2023-09-26 · buyTopgolf Callaway Brands Corp CMN — $1,001 - $15,000
2023-09-06 · buyDollar General Corporation CMN — $1,001 - $15,000
2023-09-11 · buyTopgolf Callaway Brands Corp CMN — $1,001 - $15,000
2023-09-08 · buyTopgolf Callaway Brands Corp CMN — $1,001 - $15,000
2023-09-14 · buyTopgolf Callaway Brands Corp CMN — $1,001 - $15,000
2023-09-12 · buyTopgolf Callaway Brands Corp CMN — $1,001 - $15,000
2023-09-05 · buyTopgolf Callaway Brands Corp CMN — $1,001 - $15,000
2023-09-06 · buy3M Company CMN — $1,001 - $15,000
2023-09-27 · buySensata Technologies Holding P CMN — $1,001 - $15,000
2023-09-06 · buyNewell Brands Inc CMN — $1,001 - $15,000
2023-09-01 · buyIntuitive Surgical, Inc. CMN — $1,001 - $15,000
2023-09-06 · buyCorning Incorporated CMN — $1,001 - $15,000
2023-09-06 · buyCorteva, Inc. CMN — $1,001 - $15,000
2023-09-06 · buyTyson Foods Inc CL-A CMN Class A — $1,001 - $15,000
2023-09-06 · buyThe Kraft Heinz Co CMN — $1,001 - $15,000
2023-09-06 · buyThe Progressive Corporation CMN — $1,001 - $15,000
2023-09-06 · buyWillis Towers Watson PLC CMN — $1,001 - $15,000
2023-09-06 · buyTELEDYNE TECHNOLOGIES INCORPOR CMN — $1,001 - $15,000
2023-09-06 · buyUNITEDHEALTH GROUP INCORPORATE CMN — $1,001 - $15,000
2023-09-06 · buyCAMPBELL SOUP CO CMN — $1,001 - $15,000
2023-09-06 · buyBANK OF AMERICA CORP CMN — $1,001 - $15,000
2023-09-25 · buyTiger Global Crossover Access LLC Class A1 Series 11 — $100,001 - $250,000
2023-09-06 · buyVERIZON COMMUNICATIONS, INC. CMN — $1,001 - $15,000
2023-09-06 · buyW.R. BERKLEY CORPORATION CMN — $1,001 - $15,000
2023-09-08 · buyISHARES, INC.MSCI JAPAN ETF MUTUAL FUND — $1,001 - $15,000
2023-09-06 · buyTHE HERSHEY COMPANY CMN — $1,001 - $15,000
2023-09-08 · buySHELL PLC SPONSORED ADR CMN — $1,001 - $15,000
2023-09-06 · buyMID-AMERICA APT CMNTYS INC CMN — $1,001 - $15,000
2023-09-06 · buyMERCK & CO., INC. CMN — $1,001 - $15,000
2023-09-06 · buyBAXTER INTERNATIONAL INC CMN — $1,001 - $15,000
2023-09-06 · buyABBVIE INC CMN — $15,001 - $50,000
2023-09-06 · buyESTEE LAUDER COS INC CL-A CMN CLASS A — $15,001 - $50,000
2023-09-01 · buyCorvex Dynamic Equity Select LLC Class BA Series 1 — $250,001 - $500,000
2023-09-06 · buyALTRIA GROUP, INC. CMN — $15,001 - $50,000
2023-09-06 · buyKEURIG DR PEPPER INC CMN — $15,001 - $50,000
2023-09-06 · buyMICROSOFT CORPORATION CMN — $15,001 - $50,000
2023-09-06 · buyNASDAQ INC. CMN — $15,001 - $50,000
2023-09-06 · buyKellogg Company CMN — $15,001 - $50,000
2023-09-06 · buyWaste Management Inc CMN — $15,001 - $50,000
2023-09-06 · buyCVS Health Corp CMN — $15,001 - $50,000
2023-09-06 · buyMC Donalds Corp CMN — $15,001 - $50,000
2023-09-06 · buyCrown Castle Intl Corp CMN — $15,001 - $50,000
2023-09-06 · buyPfizer Inc. CMN — $50,001 - $100,000
2023-09-15 · buyMicrosoft Corp — $1,001 - $15,000
2023-09-06 · buyMetropolitan Govt Nashville & REV 5% 07/01/30 JJ — $15,001 - $50,000
2023-09-20 · buyAmerican Express Company Hybrid 07/27/2029 — $1,001 - $15,000
2023-09-14 · sellKKR & Co. Inc. CMN — $1,001 - $15,000
2023-09-13 · sellAlphabet Inc. CMN Class A — $1,001 - $15,000
2023-09-27 · sellGeneral Motors Company CMN — $1,001 - $15,000
…171 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 id8219992
chamberhouse
report urlhttps://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219992.pdf
bioguide idK000389
data sourceHOUSE_CLERK_PTR
member lastKhanna
member nameRohit Khanna
member firstRohit
state districtCA17
disclosure date2023-10-06
extraction methodvision_ocr

Each transaction (231)

idownertickercommentamount maxamount minasset nameasset typeamount rangetransaction datetransaction typereporting lag days
house-8219992-ocr-99Spouse——150001001Topgolf Callaway Brands Corp CMNStock$1,001 - $15,0002023-09-28buy6
house-8219992-ocr-98SpouseBRO—150001001Brown & Brown, Inc. CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-97SpouseCB—150001001Chubb Limited CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-96SpouseAIZ—150001001Assurant, Inc. CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-95SpousePNC—150001001PNC Financial Services Group CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-94SpouseGRMN—150001001Garmin Ltd CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-93SpouseCPT—150001001Camden Property Trust CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-92SpouseSBAC—150001001SBA Communications Corporation CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-91Spouse——150001001Livent Corporation CMNCommon Stock$1,001 - $15,0002023-09-21buy11
house-8219992-ocr-90SpouseTMO—150001001Thermo Fisher Scientific Inc CMNCommon Stock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-9DependentNVR—150001001NVR Inc CMNStock$1,001 - $15,0002023-09-13buy17
house-8219992-ocr-89Spouse——150001001Topgolf Callaway Brands Corp CMNCommon Stock$1,001 - $15,0002023-09-26buy8
house-8219992-ocr-88SpouseDG—150001001Dollar General Corporation CMNCommon Stock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-87Spouse——150001001Topgolf Callaway Brands Corp CMNCommon Stock$1,001 - $15,0002023-09-11buy19
house-8219992-ocr-86Spouse——150001001Topgolf Callaway Brands Corp CMNCommon Stock$1,001 - $15,0002023-09-08buy20
house-8219992-ocr-85Spouse——150001001Topgolf Callaway Brands Corp CMNCommon Stock$1,001 - $15,0002023-09-14buy16
house-8219992-ocr-84Spouse——150001001Topgolf Callaway Brands Corp CMNCommon Stock$1,001 - $15,0002023-09-12buy18
house-8219992-ocr-83Spouse——150001001Topgolf Callaway Brands Corp CMNCommon Stock$1,001 - $15,0002023-09-05buy23
house-8219992-ocr-82SpouseMMM—1500010013M Company CMNCommon Stock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-81SpouseST—150001001Sensata Technologies Holding P CMNCommon Stock$1,001 - $15,0002023-09-27buy7
house-8219992-ocr-80SpouseNWL—150001001Newell Brands Inc CMNCommon Stock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-8DependentISRG—150001001Intuitive Surgical, Inc. CMNStock$1,001 - $15,0002023-09-01buy25
house-8219992-ocr-79SpouseGLW—150001001Corning Incorporated CMNCommon Stock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-78SpouseCTVA—150001001Corteva, Inc. CMNCommon Stock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-77SpouseTSN—150001001Tyson Foods Inc CL-A CMN Class ACommon Stock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-76SpouseKHC—150001001The Kraft Heinz Co CMNCommon Stock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-75SpousePGR—150001001The Progressive Corporation CMNCommon Stock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-74SpouseWTW—150001001Willis Towers Watson PLC CMNCommon Stock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-73SpouseTDY—150001001TELEDYNE TECHNOLOGIES INCORPOR CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-72Spouse——150001001UNITEDHEALTH GROUP INCORPORATE CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-71Spouse——150001001CAMPBELL SOUP CO CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-70SpouseBAC—150001001BANK OF AMERICA CORP CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-7Dependent——250000100001Tiger Global Crossover Access LLC Class A1 Series 11Stock$100,001 - $250,0002023-09-25buy9
house-8219992-ocr-69SpouseVZ—150001001VERIZON COMMUNICATIONS, INC. CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-68Spouse——150001001W.R. BERKLEY CORPORATION CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-67Spouse——150001001ISHARES, INC.MSCI JAPAN ETF MUTUAL FUNDStock$1,001 - $15,0002023-09-08buy20
house-8219992-ocr-66SpouseHSY—150001001THE HERSHEY COMPANY CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-65Spouse——150001001SHELL PLC SPONSORED ADR CMNStock$1,001 - $15,0002023-09-08buy20
house-8219992-ocr-64Spouse——150001001MID-AMERICA APT CMNTYS INC CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-63SpouseMRK—150001001MERCK & CO., INC. CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-62SpouseBAX—150001001BAXTER INTERNATIONAL INC CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-61SpouseABBV—5000015001ABBVIE INC CMNStock$15,001 - $50,0002023-09-06buy22
house-8219992-ocr-60SpouseEL—5000015001ESTEE LAUDER COS INC CL-A CMN CLASS AStock$15,001 - $50,0002023-09-06buy22
house-8219992-ocr-6Dependent——500000250001Corvex Dynamic Equity Select LLC Class BA Series 1Stock$250,001 - $500,0002023-09-01buy25
house-8219992-ocr-59SpouseMO—5000015001ALTRIA GROUP, INC. CMNStock$15,001 - $50,0002023-09-06buy22
house-8219992-ocr-58SpouseKDP—5000015001KEURIG DR PEPPER INC CMNStock$15,001 - $50,0002023-09-06buy22
house-8219992-ocr-57SpouseMSFT—5000015001MICROSOFT CORPORATION CMNStock$15,001 - $50,0002023-09-06buy22
house-8219992-ocr-56SpouseNDAQ—5000015001NASDAQ INC. CMNStock$15,001 - $50,0002023-09-06buy22
house-8219992-ocr-55Spouse—Ritu Ahuja 1994 Trust5000015001Kellogg Company CMNCommon Stock$15,001 - $50,0002023-09-06buy22
house-8219992-ocr-54SpouseWMRitu Ahuja 1994 Trust5000015001Waste Management Inc CMNCommon Stock$15,001 - $50,0002023-09-06buy22
house-8219992-ocr-53SpouseCVSRitu Ahuja 1994 Trust5000015001CVS Health Corp CMNCommon Stock$15,001 - $50,0002023-09-06buy22
house-8219992-ocr-52Spouse—Ritu Ahuja 1994 Trust5000015001MC Donalds Corp CMNCommon Stock$15,001 - $50,0002023-09-06buy22
house-8219992-ocr-51SpouseCCIRitu Ahuja 1994 Trust5000015001Crown Castle Intl Corp CMNCommon Stock$15,001 - $50,0002023-09-06buy22
house-8219992-ocr-50SpousePFERitu Ahuja 1994 Trust10000050001Pfizer Inc. CMNCommon Stock$50,001 - $100,0002023-09-06buy22
house-8219992-ocr-5DependentMSFT—150001001Microsoft CorpStock$1,001 - $15,0002023-09-15buy15
house-8219992-ocr-49Spouse—Ritu Ahuja Declaration of Trust5000015001Metropolitan Govt Nashville & REV 5% 07/01/30 JJBond$15,001 - $50,0002023-09-06buy22
house-8219992-ocr-48Dependent—Ahuja Khanna Children Irrevocable Trust150001001American Express Company Hybrid 07/27/2029Stock$1,001 - $15,0002023-09-20buy12
house-8219992-ocr-47DependentKKRAhuja Grandchildren's Education Trust150001001KKR & Co. Inc. CMNCommon Stock$1,001 - $15,0002023-09-14sell16
house-8219992-ocr-46DependentGOOGLAhuja Grandchildren's Education Trust150001001Alphabet Inc. CMN Class ACommon Stock$1,001 - $15,0002023-09-13sell17
house-8219992-ocr-45DependentGMAhuja Grandchildren's Education Trust150001001General Motors Company CMNCommon Stock$1,001 - $15,0002023-09-27sell7
house-8219992-ocr-44DependentBRK-BAhuja Grandchildren's Education Trust150001001Berkshire Hathaway Inc. Class BCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-43DependentMUAhuja Grandchildren's Education Trust150001001Micron Technology, Inc. CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-42DependentDIS—150001001Walt Disney Company (The) CMNCommon Stock$1,001 - $15,0002023-09-19sell13
house-8219992-ocr-41DependentDIS—150001001Walt Disney Company (The) CMNCommon Stock$1,001 - $15,0002023-09-28sell6
house-8219992-ocr-40DependentVZ—150001001Verizon Communications, Inc. CMNCommon Stock$1,001 - $15,0002023-09-29sell5
house-8219992-ocr-4Dependent—Capital Gains Exceed $200150001001Block Inc Cl AStock$1,001 - $15,0002023-09-15sell15
house-8219992-ocr-39DependentMS—150001001Morgan Stanley CMNCommon Stock$1,001 - $15,0002023-09-01sell25
house-8219992-ocr-38DependentVZ—150001001Verizon Communications, Inc. CMNCommon Stock$1,001 - $15,0002023-09-28sell6
house-8219992-ocr-37DependentDIS—150001001Walt Disney Company (The) CMNCommon Stock$1,001 - $15,0002023-09-29sell5
house-8219992-ocr-36DependentDIS—150001001Walt Disney Company (The) CMNCommon Stock$1,001 - $15,0002023-09-20sell12
house-8219992-ocr-35DependentDIS—150001001Walt Disney Company (The) CMNCommon Stock$1,001 - $15,0002023-09-27sell7
house-8219992-ocr-34DependentSHW—150001001Sherwin-Williams Co CMNCommon Stock$1,001 - $15,0002023-09-01sell25
house-8219992-ocr-33DependentSHW—150001001Sherwin-Williams Co CMNCommon Stock$1,001 - $15,0002023-09-01sell25
house-8219992-ocr-32Dependent——150001001Marsh & McLennan Co Inc CMNCommon Stock$1,001 - $15,0002023-09-18sell14
house-8219992-ocr-31DependentCAT—150001001Caterpillar Inc (Delaware) CMNCommon Stock$1,001 - $15,0002023-09-01sell25
house-8219992-ocr-30DependentPH—150001001Parker-Hannifin Corp. CMNCommon Stock$1,001 - $15,0002023-09-13sell17
house-8219992-ocr-3DependentIT—150001001Gartner IncStock$1,001 - $15,0002023-09-15buy15
house-8219992-ocr-29DependentKKR—150001001KKR & Co. Inc. CMNCommon Stock$1,001 - $15,0002023-09-14sell16
house-8219992-ocr-28DependentLLY—150001001Eli Lilly & Co CMNCommon Stock$1,001 - $15,0002023-09-01sell25
house-8219992-ocr-27Dependent——150001001CALL/LLY FLEX EURO PM @ 490 EXP 09/01/2023Option$1,001 - $15,0002023-09-01buy25
house-8219992-ocr-26Dependent——150001001Laboratory Corporation of America CMNCommon Stock$1,001 - $15,0002023-09-21buy11
house-8219992-ocr-25Dependent——150001001Laboratory Corporation of America CMNCommon Stock$1,001 - $15,0002023-09-07buy21
house-8219992-ocr-24DependentEXR—150001001Extra Space Storage Inc. CMNCommon Stock$1,001 - $15,0002023-09-18buy14
house-8219992-ocr-231DependentZTSMURA Holdings 2020 Trust FBO Khanna Children150001001Zoetis IncStock$1,001 - $15,0002023-09-29buy5
house-8219992-ocr-230Dependent—MURA Holdings 2020 Trust FBO Khanna Children150001001ConocoPhillips COMStock$1,001 - $15,0002023-09-29buy5
house-8219992-ocr-23Dependent——150001001Laboratory Corporation of America CMNCommon Stock$1,001 - $15,0002023-09-20buy12
house-8219992-ocr-229DependentKOMURA Holdings 2020 Trust FBO Khanna Children150001001Coca-Cola CoStock$1,001 - $15,0002023-09-29buy5
house-8219992-ocr-228DependentACNMURA Holdings 2020 Trust FBO Khanna Children150001001Accenture PLCStock$1,001 - $15,0002023-09-29buy5
house-8219992-ocr-227DependentTGTMURA Holdings 2020 Trust FBO Khanna Children150001001Target CorpStock$1,001 - $15,0002023-09-29sell5
house-8219992-ocr-226DependentETNMURA Holdings 2020 Trust FBO Khanna Children150001001Eaton Corporation PLCStock$1,001 - $15,0002023-09-29sell5
house-8219992-ocr-225DependentZTSMURA Holdings Grandchildren Trust (Khanna Portion)150001001Zoetis IncStock$1,001 - $15,0002023-09-29buy5
house-8219992-ocr-224Dependent—MURA Holdings Grandchildren Trust (Khanna Portion)150001001ConocoPhillips COMStock$1,001 - $15,0002023-09-29buy5
house-8219992-ocr-223DependentKOMURA Holdings Grandchildren Trust (Khanna Portion)150001001Coca-Cola CoStock$1,001 - $15,0002023-09-29buy5
house-8219992-ocr-222DependentACNMURA Holdings Grandchildren Trust (Khanna Portion)150001001Accenture PLCStock$1,001 - $15,0002023-09-29buy5
house-8219992-ocr-221DependentTGTMURA Holdings Grandchildren Trust (Khanna Portion)150001001Target CorpStock$1,001 - $15,0002023-09-29sell5
house-8219992-ocr-220DependentETNMURA Holdings Grandchildren Trust (Khanna Portion)5000015001Eaton Corporation PLCStock$15,001 - $50,0002023-09-29sell5
house-8219992-ocr-22DependentEXR—150001001Extra Space Storage Inc. CMNStock$1,001 - $15,0002023-09-20buy12
house-8219992-ocr-219SpouseZTSMURA Holdings AA54150001001Zoetis IncStock$1,001 - $15,0002023-09-29buy5
house-8219992-ocr-218Spouse—MURA Holdings AA54150001001ConocoPhillips COMStock$1,001 - $15,0002023-09-29buy5
house-8219992-ocr-217SpouseKOMURA Holdings AA54150001001Coca-Cola CoStock$1,001 - $15,0002023-09-29buy5
house-8219992-ocr-216SpouseACNMURA Holdings AA54150001001Accenture PLCStock$1,001 - $15,0002023-09-29buy5
house-8219992-ocr-215SpouseTGTMURA Holdings AA54150001001Target CorpStock$1,001 - $15,0002023-09-29sell5
house-8219992-ocr-214SpouseETNMURA Holdings AA54; Capital Gains Earned $2005000015001Eaton Corporation PLCStock$15,001 - $50,0002023-09-29sell5
house-8219992-ocr-213Dependent—M & R TP Primary500000250001Tiger Global Crossover Access LLC Class A1 Series 11Stock$250,001 - $500,0002023-09-25buy9
house-8219992-ocr-212SpouseDIS—150001001Walt Disney Company (The) CMNCommon Stock$1,001 - $15,0002023-09-28sell6
house-8219992-ocr-211SpouseDIS—150001001Walt Disney Company (The) CMNCommon Stock$1,001 - $15,0002023-09-20sell12
house-8219992-ocr-210SpouseVZ—150001001Verizon Communications, Inc. CMNCommon Stock$1,001 - $15,0002023-09-29sell5
house-8219992-ocr-21DependentHON—150001001Honeywell Intl Inc CMNStock$1,001 - $15,0002023-09-13buy17
house-8219992-ocr-209SpouseVZ—150001001Verizon Communications, Inc. CMNCommon Stock$1,001 - $15,0002023-09-28sell6
house-8219992-ocr-208SpouseDIS—150001001Walt Disney Company (The) CMNCommon Stock$1,001 - $15,0002023-09-29sell5
house-8219992-ocr-207SpouseDIS—150001001Walt Disney Company (The) CMNCommon Stock$1,001 - $15,0002023-09-27sell7
house-8219992-ocr-206SpouseSHW—150001001Sherwin-Williams Co CMNCommon Stock$1,001 - $15,0002023-09-01sell25
house-8219992-ocr-205SpouseDIS—150001001Walt Disney Company (The) CMNCommon Stock$1,001 - $15,0002023-09-19sell13
house-8219992-ocr-204Spouse——150001001Marsh & McLennan Co Inc CMNCommon Stock$1,001 - $15,0002023-09-18sell14
house-8219992-ocr-203SpouseKKR—150001001KKR & Co. Inc. CMNCommon Stock$1,001 - $15,0002023-09-14sell16
house-8219992-ocr-202SpouseSHW—150001001Sherwin-Williams Co CMNCommon Stock$1,001 - $15,0002023-09-01sell25
house-8219992-ocr-201Spouse——150001001Laboratory Corporation of Amer CMNCommon Stock$1,001 - $15,0002023-09-21buy11
house-8219992-ocr-200Spouse——150001001Wells Fargo & Company Hybrid PerpetualStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-20DependentEXR—150001001Extra Space Storage Inc. CMNStock$1,001 - $15,0002023-09-25buy9
house-8219992-ocr-2DependentMSFT—150001001Microsoft CorpStock$1,001 - $15,0002023-09-08buy20
house-8219992-ocr-199SpouseWFC—150001001Wells Fargo & Co (New) CMNCommon Stock$1,001 - $15,0002023-09-13buy17
house-8219992-ocr-198Spouse——150001001Laboratory Corporation of America CMNCommon Stock$1,001 - $15,0002023-09-07buy21
house-8219992-ocr-197Spouse——150001001Ferguson PLC CMNCommon Stock$1,001 - $15,0002023-09-13buy17
house-8219992-ocr-196SpouseEXR—150001001Extra Space Storage Inc. CMNCommon Stock$1,001 - $15,0002023-09-18buy14
house-8219992-ocr-195SpouseHON—150001001Honeywell Intl Inc CMNCommon Stock$1,001 - $15,0002023-09-13buy17
house-8219992-ocr-194SpouseEXR—150001001Extra Space Storage Inc. CMNCommon Stock$1,001 - $15,0002023-09-20buy12
house-8219992-ocr-193Spouse——150001001Laboratory Corporation of America CMNCommon Stock$1,001 - $15,0002023-09-20buy12
house-8219992-ocr-192Spouse——150001001Medtronic Public Limited Company CMNCommon Stock$1,001 - $15,0002023-09-13buy17
house-8219992-ocr-191SpouseEXR—150001001Extra Space Storage Inc. CMNCommon Stock$1,001 - $15,0002023-09-25buy9
house-8219992-ocr-190SpouseSSNC—150001001SS&C Technologies Holdings, Inc CMNCommon Stock$1,001 - $15,0002023-09-13buy17
house-8219992-ocr-19DependentLEA—150001001Lear Corporation CMNStock$1,001 - $15,0002023-09-13buy17
house-8219992-ocr-189SpouseLEA—150001001Lear Corporation CMNCommon Stock$1,001 - $15,0002023-09-13buy17
house-8219992-ocr-188SpouseEXR—150001001Extra Space Storage Inc. CMNCommon Stock$1,001 - $15,0002023-09-21buy11
house-8219992-ocr-187Spouse——150001001Laboratory Corporation of America CMNCommon Stock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-186SpouseUNP—150001001Union Pacific Corp. CMNCommon Stock$1,001 - $15,0002023-09-13buy17
house-8219992-ocr-185SpouseRRX—150001001Regal Rexnord Corp CMNCommon Stock$1,001 - $15,0002023-09-13buy17
house-8219992-ocr-184SpouseTGT—150001001Target Corporation CMNCommon Stock$1,001 - $15,0002023-09-19buy13
house-8219992-ocr-183SpouseHCA—150001001HCA Healthcare, Inc CMNCommon Stock$1,001 - $15,0002023-09-13buy17
house-8219992-ocr-182Spouse——150001001Laboratory Corporation of America CMNCommon Stock$1,001 - $15,0002023-09-08buy20
house-8219992-ocr-181SpouseHUM—150001001Humana Inc. CMNCommon Stock$1,001 - $15,0002023-09-13buy17
house-8219992-ocr-180Spouse——150001001Walgreens Boots Alliance, Inc. CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-18DependentSSNC—150001001SS&C Technologies Holdings, Inc CMNStock$1,001 - $15,0002023-09-13buy17
house-8219992-ocr-179SpouseDXC—150001001DXC Technology Company CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-178SpouseURBNPartial Sale150001001Urban Outfitters Inc CMNCommon Stock$1,001 - $15,0002023-09-26sell8
house-8219992-ocr-177SpouseFMC—150001001FMC Corporation CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-176SpouseCAG—150001001Conagra Brands Inc CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-175SpouseRFPartial Sale150001001Regions Financial Corporation CMNCommon Stock$1,001 - $15,0002023-09-27sell7
house-8219992-ocr-174SpouseSYY—150001001Sysco Corporation CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-173SpouseLUV—150001001Southwest Airlines Co CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-172SpouseARE—150001001Alexandria Real Estate Equities, Inc.Common Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-171SpouseCOR—150001001Cencora Inc CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-170SpouseCAH—150001001Cardinal Health, Inc. CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-17Dependent——150001001Laboratory Corporation of America CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-169SpouseMUPartial Sale150001001Micron Technology, Inc. CMNCommon Stock$1,001 - $15,0002023-09-07sell21
house-8219992-ocr-168Spouse——150001001Intl. Flavors & Fragrance CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-167SpouseUDR—150001001UDR Inc CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-166SpouseSTT—150001001State Street Corporation (New) CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-165SpouseTROW—150001001T. Rowe Price Group, Inc. CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-164SpouseINCYPartial Sale150001001Incyte Corporation CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-163SpouseNVDAPartial150001001NVIDIA CORPORATION CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-162Spouse—Partial150001001SANOFI SPONSORED ADR CMNCommon Stock$1,001 - $15,0002023-09-08sell20
house-8219992-ocr-161SpouseULPartial150001001UNILEVER PLC (NEW) SPONSORED ADR CMNCommon Stock$1,001 - $15,0002023-09-08sell20
house-8219992-ocr-160SpouseC—150001001CITIGROUP INC. CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-16Dependent——150001001Medtronic Public Limited Company CMNStock$1,001 - $15,0002023-09-13buy17
house-8219992-ocr-159SpouseNEMPartial150001001NEWMONT CORP CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-158SpouseDGX—150001001QUEST DIAGNOSTICS INCORPORATED CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-157SpouseGMPartial150001001GENERAL MOTORS COMPANY CMNCommon Stock$1,001 - $15,0002023-09-27sell7
house-8219992-ocr-156SpouseDXCMPartial150001001DEXCOM, INC. CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-155SpouseRFPartial150001001REGIONS FINANCIAL CORPORATION CMNCommon Stock$1,001 - $15,0002023-09-29sell5
house-8219992-ocr-154SpouseT—150001001AT&T INC. CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-153SpouseHRL—150001001HORMEL FOODS CORPORATION CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-152SpouseMUPartial150001001MICRON TECHNOLOGY, INC. CMNCommon Stock$1,001 - $15,0002023-09-13sell17
house-8219992-ocr-151SpouseCARR—150001001CARRIER GLOBAL CORPORATION CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-150SpouseNTRS—150001001NORTHERN TRUST CORP CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-15DependentHCA—150001001HCA Healthcare, Inc CMNStock$1,001 - $15,0002023-09-13buy17
house-8219992-ocr-149SpouseBIIBPartial150001001BIOGEN INC. CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-148SpouseMSI—150001001MOTOROLA SOLUTIONS INC CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-147SpouseGIS—150001001GENERAL MILLS INC CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-146Spouse—Capital Gains Exceed $200; Partial150001001AON PUBLIC LIMITED COMPANY CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-145SpouseAMCR—150001001Amcor PLC CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-144SpouseO—150001001Realty Income Corporation CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-143SpouseVICI—150001001VICI Properties Inc. CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-142SpouseEXR—150001001Extra Space Storage Inc. CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-141SpousePSA—150001001Public Storage CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-140SpouseTRV—150001001The Travelers Companies, Inc CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-14DependentEXR—150001001Extra Space Storage Inc. CMNStock$1,001 - $15,0002023-09-21buy11
house-8219992-ocr-139SpouseUBSCapital Gains Exceed $200150001001UBS Group AG CMNCommon Stock$1,001 - $15,0002023-09-08sell20
house-8219992-ocr-138SpouseFIS—150001001Fidelity Natl Info Svcs Inc CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-137SpouseKMB—150001001Kimberly-Clark Corporation CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-136SpouseELVCapital Gains Exceed $200150001001Elevance Health Inc CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-135SpouseRSG—150001001Republic Services Inc CMNCommon Stock$1,001 - $15,0002023-09-06sell22
house-8219992-ocr-134SpouseCNCCapital Gains Exceed $2005000015001Centene Corporation CMNCommon Stock$15,001 - $50,0002023-09-06sell22
house-8219992-ocr-133SpouseAMTCapital Gains Exceed $2005000015001American Tower Corporation CMNCommon Stock$15,001 - $50,0002023-09-06sell22
house-8219992-ocr-132SpouseWFC—5000015001Wells Fargo & Co (New) CMNCommon Stock$15,001 - $50,0002023-09-06sell22
house-8219992-ocr-131SpouseCL—5000015001Colgate-Palmolive Co CMNCommon Stock$15,001 - $50,0002023-09-06sell22
house-8219992-ocr-130SpouseWMTCapital Gains Exceed $2005000015001Walmart Inc CMNCommon Stock$15,001 - $50,0002023-09-06sell22
house-8219992-ocr-13DependentTGT—150001001Target Corporation CMNStock$1,001 - $15,0002023-09-19buy13
house-8219992-ocr-129SpouseKO—5000015001Coca-Cola Company (The) CMNCommon Stock$15,001 - $50,0002023-09-06sell22
house-8219992-ocr-128SpouseBMY—5000015001Bristol-Myers Squibb Company CMNCommon Stock$15,001 - $50,0002023-09-06sell22
house-8219992-ocr-127SpouseABT—5000015001Abbott Laboratories CMNCommon Stock$15,001 - $50,0002023-09-06sell22
house-8219992-ocr-126SpouseJNJ—10000050001Johnson & Johnson CMNCommon Stock$50,001 - $100,0002023-09-06sell22
house-8219992-ocr-125SpouseXSP@ 415 EXP 11/10/2023150001001PUT/XSP @ 415 EXP 11/10/2023Option$1,001 - $15,0002023-09-21sell11
house-8219992-ocr-124SpouseXSP@ 429 EXP 11/17/2023150001001PUT/XSP @ 429 EXP 11/17/2023Option$1,001 - $15,0002023-09-14sell16
house-8219992-ocr-123SpouseXSP@ 432 EXP 11/03/2023150001001PUT/XSP @ 432 EXP 11/03/2023Option$1,001 - $15,0002023-09-11sell19
house-8219992-ocr-122SpouseXSP@ 435 EXP 10/27/2023150001001PUT/XSP @ 435 EXP 10/27/2023Option$1,001 - $15,0002023-09-07sell21
house-8219992-ocr-121SpouseXSP@ 413 EXP 11/30/2023150001001PUT/XSP @ 413 EXP 11/30/2023Option$1,001 - $15,0002023-09-27sell7
house-8219992-ocr-120SpouseXSP@ 408 EXP 12/15/2023150001001PUT/XSP @ 408 EXP 12/15/2023Option$1,001 - $15,0002023-09-27sell7
house-8219992-ocr-12DependentRRX—150001001Regal Rexnord Corp CMNStock$1,001 - $15,0002023-09-13buy17
house-8219992-ocr-119SpouseNVO@ 180 EXP 09/08/2023150001001CALL/NVO FLEX EURO PM @ 180 EXP 09/08/2023Option$1,001 - $15,0002023-09-08buy20
house-8219992-ocr-118Spouse—@ 23 EXP 09/08/2023150001001CALL/UBS FLEX EURO PM @ 23 EXP 09/08/2023Option$1,001 - $15,0002023-09-08buy20
house-8219992-ocr-117SpouseXSP@ 439 EXP 09/29/2023150001001PUT/XSP @ 439 EXP 09/29/2023Option$1,001 - $15,0002023-09-27buy7
house-8219992-ocr-116SpouseNVO—150001001Novo-Nordisk A/S ADR CMNADR Common Stock$1,001 - $15,0002023-09-08buy20
house-8219992-ocr-115Spouse——150001001Livent Corporation CMNCommon Stock$1,001 - $15,0002023-09-08buy20
house-8219992-ocr-114SpouseCMN—150001001Topgolf Callaway Brands Corp CMNCommon Stock$1,001 - $15,0002023-09-27buy7
house-8219992-ocr-113SpouseCMN—150001001Topgolf Callaway Brands Corp CMNCommon Stock$1,001 - $15,0002023-09-29buy5
house-8219992-ocr-112SpouseCMN—150001001Topgolf Callaway Brands Corp CMNCommon Stock$1,001 - $15,0002023-09-21buy11
house-8219992-ocr-111SpouseCMN—150001001Topgolf Callaway Brands Corp CMNCommon Stock$1,001 - $15,0002023-09-19buy13
house-8219992-ocr-110SpouseCMN—150001001Topgolf Callaway Brands Corp CMNCommon Stock$1,001 - $15,0002023-09-07buy21
house-8219992-ocr-11Dependent——150001001Laboratory Corporation of America CMNStock$1,001 - $15,0002023-09-08buy20
house-8219992-ocr-109Spouse——150001001Topgolf Callaway Brands Corp CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-108SpousePYPL—150001001PayPal Holdings, Inc. CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-107SpouseTGT—150001001Target Corporation CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-106SpouseBAX—150001001Baxter International Inc CMNStock$1,001 - $15,0002023-09-27buy7
house-8219992-ocr-105SpousePM—150001001Philip Morris International Inc CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-104SpouseBAX—150001001Baxter International Inc CMNStock$1,001 - $15,0002023-09-28buy6
house-8219992-ocr-103SpouseALL—150001001Allstate Corporation Common StockStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-102SpouseDOC—150001001Healthpeak Properties Inc CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-101Spouse——150001001Brown Forman Corp CL B CMN Class BStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-100SpouseFAST—150001001Fastenal Company CMNStock$1,001 - $15,0002023-09-06buy22
house-8219992-ocr-10DependentHUM—150001001Humana Inc. CMNStock$1,001 - $15,0002023-09-13buy17
house-8219992-ocr-1Dependent—Capital Gains Exceed $200; Partial Transaction150001001Block Inc Cl AStock$1,001 - $15,0002023-09-08sell20

Original filing document