| id | owner | ticker | comment | amount max | amount min | asset name | asset type | amount range | transaction date | transaction type | reporting lag days |
|---|
| house-8219992-ocr-99 | Spouse | — | — | 15000 | 1001 | Topgolf Callaway Brands Corp CMN | Stock | $1,001 - $15,000 | 2023-09-28 | buy | 6 |
| house-8219992-ocr-98 | Spouse | BRO | — | 15000 | 1001 | Brown & Brown, Inc. CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-97 | Spouse | CB | — | 15000 | 1001 | Chubb Limited CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-96 | Spouse | AIZ | — | 15000 | 1001 | Assurant, Inc. CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-95 | Spouse | PNC | — | 15000 | 1001 | PNC Financial Services Group CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-94 | Spouse | GRMN | — | 15000 | 1001 | Garmin Ltd CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-93 | Spouse | CPT | — | 15000 | 1001 | Camden Property Trust CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-92 | Spouse | SBAC | — | 15000 | 1001 | SBA Communications Corporation CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-91 | Spouse | — | — | 15000 | 1001 | Livent Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-09-21 | buy | 11 |
| house-8219992-ocr-90 | Spouse | TMO | — | 15000 | 1001 | Thermo Fisher Scientific Inc CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-9 | Dependent | NVR | — | 15000 | 1001 | NVR Inc CMN | Stock | $1,001 - $15,000 | 2023-09-13 | buy | 17 |
| house-8219992-ocr-89 | Spouse | — | — | 15000 | 1001 | Topgolf Callaway Brands Corp CMN | Common Stock | $1,001 - $15,000 | 2023-09-26 | buy | 8 |
| house-8219992-ocr-88 | Spouse | DG | — | 15000 | 1001 | Dollar General Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-87 | Spouse | — | — | 15000 | 1001 | Topgolf Callaway Brands Corp CMN | Common Stock | $1,001 - $15,000 | 2023-09-11 | buy | 19 |
| house-8219992-ocr-86 | Spouse | — | — | 15000 | 1001 | Topgolf Callaway Brands Corp CMN | Common Stock | $1,001 - $15,000 | 2023-09-08 | buy | 20 |
| house-8219992-ocr-85 | Spouse | — | — | 15000 | 1001 | Topgolf Callaway Brands Corp CMN | Common Stock | $1,001 - $15,000 | 2023-09-14 | buy | 16 |
| house-8219992-ocr-84 | Spouse | — | — | 15000 | 1001 | Topgolf Callaway Brands Corp CMN | Common Stock | $1,001 - $15,000 | 2023-09-12 | buy | 18 |
| house-8219992-ocr-83 | Spouse | — | — | 15000 | 1001 | Topgolf Callaway Brands Corp CMN | Common Stock | $1,001 - $15,000 | 2023-09-05 | buy | 23 |
| house-8219992-ocr-82 | Spouse | MMM | — | 15000 | 1001 | 3M Company CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-81 | Spouse | ST | — | 15000 | 1001 | Sensata Technologies Holding P CMN | Common Stock | $1,001 - $15,000 | 2023-09-27 | buy | 7 |
| house-8219992-ocr-80 | Spouse | NWL | — | 15000 | 1001 | Newell Brands Inc CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-8 | Dependent | ISRG | — | 15000 | 1001 | Intuitive Surgical, Inc. CMN | Stock | $1,001 - $15,000 | 2023-09-01 | buy | 25 |
| house-8219992-ocr-79 | Spouse | GLW | — | 15000 | 1001 | Corning Incorporated CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-78 | Spouse | CTVA | — | 15000 | 1001 | Corteva, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-77 | Spouse | TSN | — | 15000 | 1001 | Tyson Foods Inc CL-A CMN Class A | Common Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-76 | Spouse | KHC | — | 15000 | 1001 | The Kraft Heinz Co CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-75 | Spouse | PGR | — | 15000 | 1001 | The Progressive Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-74 | Spouse | WTW | — | 15000 | 1001 | Willis Towers Watson PLC CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-73 | Spouse | TDY | — | 15000 | 1001 | TELEDYNE TECHNOLOGIES INCORPOR CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-72 | Spouse | — | — | 15000 | 1001 | UNITEDHEALTH GROUP INCORPORATE CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-71 | Spouse | — | — | 15000 | 1001 | CAMPBELL SOUP CO CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-70 | Spouse | BAC | — | 15000 | 1001 | BANK OF AMERICA CORP CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-7 | Dependent | — | — | 250000 | 100001 | Tiger Global Crossover Access LLC Class A1 Series 11 | Stock | $100,001 - $250,000 | 2023-09-25 | buy | 9 |
| house-8219992-ocr-69 | Spouse | VZ | — | 15000 | 1001 | VERIZON COMMUNICATIONS, INC. CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-68 | Spouse | — | — | 15000 | 1001 | W.R. BERKLEY CORPORATION CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-67 | Spouse | — | — | 15000 | 1001 | ISHARES, INC.MSCI JAPAN ETF MUTUAL FUND | Stock | $1,001 - $15,000 | 2023-09-08 | buy | 20 |
| house-8219992-ocr-66 | Spouse | HSY | — | 15000 | 1001 | THE HERSHEY COMPANY CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-65 | Spouse | — | — | 15000 | 1001 | SHELL PLC SPONSORED ADR CMN | Stock | $1,001 - $15,000 | 2023-09-08 | buy | 20 |
| house-8219992-ocr-64 | Spouse | — | — | 15000 | 1001 | MID-AMERICA APT CMNTYS INC CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-63 | Spouse | MRK | — | 15000 | 1001 | MERCK & CO., INC. CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-62 | Spouse | BAX | — | 15000 | 1001 | BAXTER INTERNATIONAL INC CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-61 | Spouse | ABBV | — | 50000 | 15001 | ABBVIE INC CMN | Stock | $15,001 - $50,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-60 | Spouse | EL | — | 50000 | 15001 | ESTEE LAUDER COS INC CL-A CMN CLASS A | Stock | $15,001 - $50,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-6 | Dependent | — | — | 500000 | 250001 | Corvex Dynamic Equity Select LLC Class BA Series 1 | Stock | $250,001 - $500,000 | 2023-09-01 | buy | 25 |
| house-8219992-ocr-59 | Spouse | MO | — | 50000 | 15001 | ALTRIA GROUP, INC. CMN | Stock | $15,001 - $50,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-58 | Spouse | KDP | — | 50000 | 15001 | KEURIG DR PEPPER INC CMN | Stock | $15,001 - $50,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-57 | Spouse | MSFT | — | 50000 | 15001 | MICROSOFT CORPORATION CMN | Stock | $15,001 - $50,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-56 | Spouse | NDAQ | — | 50000 | 15001 | NASDAQ INC. CMN | Stock | $15,001 - $50,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-55 | Spouse | — | Ritu Ahuja 1994 Trust | 50000 | 15001 | Kellogg Company CMN | Common Stock | $15,001 - $50,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-54 | Spouse | WM | Ritu Ahuja 1994 Trust | 50000 | 15001 | Waste Management Inc CMN | Common Stock | $15,001 - $50,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-53 | Spouse | CVS | Ritu Ahuja 1994 Trust | 50000 | 15001 | CVS Health Corp CMN | Common Stock | $15,001 - $50,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-52 | Spouse | — | Ritu Ahuja 1994 Trust | 50000 | 15001 | MC Donalds Corp CMN | Common Stock | $15,001 - $50,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-51 | Spouse | CCI | Ritu Ahuja 1994 Trust | 50000 | 15001 | Crown Castle Intl Corp CMN | Common Stock | $15,001 - $50,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-50 | Spouse | PFE | Ritu Ahuja 1994 Trust | 100000 | 50001 | Pfizer Inc. CMN | Common Stock | $50,001 - $100,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-5 | Dependent | MSFT | — | 15000 | 1001 | Microsoft Corp | Stock | $1,001 - $15,000 | 2023-09-15 | buy | 15 |
| house-8219992-ocr-49 | Spouse | — | Ritu Ahuja Declaration of Trust | 50000 | 15001 | Metropolitan Govt Nashville & REV 5% 07/01/30 JJ | Bond | $15,001 - $50,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-48 | Dependent | — | Ahuja Khanna Children Irrevocable Trust | 15000 | 1001 | American Express Company Hybrid 07/27/2029 | Stock | $1,001 - $15,000 | 2023-09-20 | buy | 12 |
| house-8219992-ocr-47 | Dependent | KKR | Ahuja Grandchildren's Education Trust | 15000 | 1001 | KKR & Co. Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-14 | sell | 16 |
| house-8219992-ocr-46 | Dependent | GOOGL | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Alphabet Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2023-09-13 | sell | 17 |
| house-8219992-ocr-45 | Dependent | GM | Ahuja Grandchildren's Education Trust | 15000 | 1001 | General Motors Company CMN | Common Stock | $1,001 - $15,000 | 2023-09-27 | sell | 7 |
| house-8219992-ocr-44 | Dependent | BRK-B | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Berkshire Hathaway Inc. Class B | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-43 | Dependent | MU | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Micron Technology, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-42 | Dependent | DIS | — | 15000 | 1001 | Walt Disney Company (The) CMN | Common Stock | $1,001 - $15,000 | 2023-09-19 | sell | 13 |
| house-8219992-ocr-41 | Dependent | DIS | — | 15000 | 1001 | Walt Disney Company (The) CMN | Common Stock | $1,001 - $15,000 | 2023-09-28 | sell | 6 |
| house-8219992-ocr-40 | Dependent | VZ | — | 15000 | 1001 | Verizon Communications, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-29 | sell | 5 |
| house-8219992-ocr-4 | Dependent | — | Capital Gains Exceed $200 | 15000 | 1001 | Block Inc Cl A | Stock | $1,001 - $15,000 | 2023-09-15 | sell | 15 |
| house-8219992-ocr-39 | Dependent | MS | — | 15000 | 1001 | Morgan Stanley CMN | Common Stock | $1,001 - $15,000 | 2023-09-01 | sell | 25 |
| house-8219992-ocr-38 | Dependent | VZ | — | 15000 | 1001 | Verizon Communications, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-28 | sell | 6 |
| house-8219992-ocr-37 | Dependent | DIS | — | 15000 | 1001 | Walt Disney Company (The) CMN | Common Stock | $1,001 - $15,000 | 2023-09-29 | sell | 5 |
| house-8219992-ocr-36 | Dependent | DIS | — | 15000 | 1001 | Walt Disney Company (The) CMN | Common Stock | $1,001 - $15,000 | 2023-09-20 | sell | 12 |
| house-8219992-ocr-35 | Dependent | DIS | — | 15000 | 1001 | Walt Disney Company (The) CMN | Common Stock | $1,001 - $15,000 | 2023-09-27 | sell | 7 |
| house-8219992-ocr-34 | Dependent | SHW | — | 15000 | 1001 | Sherwin-Williams Co CMN | Common Stock | $1,001 - $15,000 | 2023-09-01 | sell | 25 |
| house-8219992-ocr-33 | Dependent | SHW | — | 15000 | 1001 | Sherwin-Williams Co CMN | Common Stock | $1,001 - $15,000 | 2023-09-01 | sell | 25 |
| house-8219992-ocr-32 | Dependent | — | — | 15000 | 1001 | Marsh & McLennan Co Inc CMN | Common Stock | $1,001 - $15,000 | 2023-09-18 | sell | 14 |
| house-8219992-ocr-31 | Dependent | CAT | — | 15000 | 1001 | Caterpillar Inc (Delaware) CMN | Common Stock | $1,001 - $15,000 | 2023-09-01 | sell | 25 |
| house-8219992-ocr-30 | Dependent | PH | — | 15000 | 1001 | Parker-Hannifin Corp. CMN | Common Stock | $1,001 - $15,000 | 2023-09-13 | sell | 17 |
| house-8219992-ocr-3 | Dependent | IT | — | 15000 | 1001 | Gartner Inc | Stock | $1,001 - $15,000 | 2023-09-15 | buy | 15 |
| house-8219992-ocr-29 | Dependent | KKR | — | 15000 | 1001 | KKR & Co. Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-14 | sell | 16 |
| house-8219992-ocr-28 | Dependent | LLY | — | 15000 | 1001 | Eli Lilly & Co CMN | Common Stock | $1,001 - $15,000 | 2023-09-01 | sell | 25 |
| house-8219992-ocr-27 | Dependent | — | — | 15000 | 1001 | CALL/LLY FLEX EURO PM @ 490 EXP 09/01/2023 | Option | $1,001 - $15,000 | 2023-09-01 | buy | 25 |
| house-8219992-ocr-26 | Dependent | — | — | 15000 | 1001 | Laboratory Corporation of America CMN | Common Stock | $1,001 - $15,000 | 2023-09-21 | buy | 11 |
| house-8219992-ocr-25 | Dependent | — | — | 15000 | 1001 | Laboratory Corporation of America CMN | Common Stock | $1,001 - $15,000 | 2023-09-07 | buy | 21 |
| house-8219992-ocr-24 | Dependent | EXR | — | 15000 | 1001 | Extra Space Storage Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-18 | buy | 14 |
| house-8219992-ocr-231 | Dependent | ZTS | MURA Holdings 2020 Trust FBO Khanna Children | 15000 | 1001 | Zoetis Inc | Stock | $1,001 - $15,000 | 2023-09-29 | buy | 5 |
| house-8219992-ocr-230 | Dependent | — | MURA Holdings 2020 Trust FBO Khanna Children | 15000 | 1001 | ConocoPhillips COM | Stock | $1,001 - $15,000 | 2023-09-29 | buy | 5 |
| house-8219992-ocr-23 | Dependent | — | — | 15000 | 1001 | Laboratory Corporation of America CMN | Common Stock | $1,001 - $15,000 | 2023-09-20 | buy | 12 |
| house-8219992-ocr-229 | Dependent | KO | MURA Holdings 2020 Trust FBO Khanna Children | 15000 | 1001 | Coca-Cola Co | Stock | $1,001 - $15,000 | 2023-09-29 | buy | 5 |
| house-8219992-ocr-228 | Dependent | ACN | MURA Holdings 2020 Trust FBO Khanna Children | 15000 | 1001 | Accenture PLC | Stock | $1,001 - $15,000 | 2023-09-29 | buy | 5 |
| house-8219992-ocr-227 | Dependent | TGT | MURA Holdings 2020 Trust FBO Khanna Children | 15000 | 1001 | Target Corp | Stock | $1,001 - $15,000 | 2023-09-29 | sell | 5 |
| house-8219992-ocr-226 | Dependent | ETN | MURA Holdings 2020 Trust FBO Khanna Children | 15000 | 1001 | Eaton Corporation PLC | Stock | $1,001 - $15,000 | 2023-09-29 | sell | 5 |
| house-8219992-ocr-225 | Dependent | ZTS | MURA Holdings Grandchildren Trust (Khanna Portion) | 15000 | 1001 | Zoetis Inc | Stock | $1,001 - $15,000 | 2023-09-29 | buy | 5 |
| house-8219992-ocr-224 | Dependent | — | MURA Holdings Grandchildren Trust (Khanna Portion) | 15000 | 1001 | ConocoPhillips COM | Stock | $1,001 - $15,000 | 2023-09-29 | buy | 5 |
| house-8219992-ocr-223 | Dependent | KO | MURA Holdings Grandchildren Trust (Khanna Portion) | 15000 | 1001 | Coca-Cola Co | Stock | $1,001 - $15,000 | 2023-09-29 | buy | 5 |
| house-8219992-ocr-222 | Dependent | ACN | MURA Holdings Grandchildren Trust (Khanna Portion) | 15000 | 1001 | Accenture PLC | Stock | $1,001 - $15,000 | 2023-09-29 | buy | 5 |
| house-8219992-ocr-221 | Dependent | TGT | MURA Holdings Grandchildren Trust (Khanna Portion) | 15000 | 1001 | Target Corp | Stock | $1,001 - $15,000 | 2023-09-29 | sell | 5 |
| house-8219992-ocr-220 | Dependent | ETN | MURA Holdings Grandchildren Trust (Khanna Portion) | 50000 | 15001 | Eaton Corporation PLC | Stock | $15,001 - $50,000 | 2023-09-29 | sell | 5 |
| house-8219992-ocr-22 | Dependent | EXR | — | 15000 | 1001 | Extra Space Storage Inc. CMN | Stock | $1,001 - $15,000 | 2023-09-20 | buy | 12 |
| house-8219992-ocr-219 | Spouse | ZTS | MURA Holdings AA54 | 15000 | 1001 | Zoetis Inc | Stock | $1,001 - $15,000 | 2023-09-29 | buy | 5 |
| house-8219992-ocr-218 | Spouse | — | MURA Holdings AA54 | 15000 | 1001 | ConocoPhillips COM | Stock | $1,001 - $15,000 | 2023-09-29 | buy | 5 |
| house-8219992-ocr-217 | Spouse | KO | MURA Holdings AA54 | 15000 | 1001 | Coca-Cola Co | Stock | $1,001 - $15,000 | 2023-09-29 | buy | 5 |
| house-8219992-ocr-216 | Spouse | ACN | MURA Holdings AA54 | 15000 | 1001 | Accenture PLC | Stock | $1,001 - $15,000 | 2023-09-29 | buy | 5 |
| house-8219992-ocr-215 | Spouse | TGT | MURA Holdings AA54 | 15000 | 1001 | Target Corp | Stock | $1,001 - $15,000 | 2023-09-29 | sell | 5 |
| house-8219992-ocr-214 | Spouse | ETN | MURA Holdings AA54; Capital Gains Earned $200 | 50000 | 15001 | Eaton Corporation PLC | Stock | $15,001 - $50,000 | 2023-09-29 | sell | 5 |
| house-8219992-ocr-213 | Dependent | — | M & R TP Primary | 500000 | 250001 | Tiger Global Crossover Access LLC Class A1 Series 11 | Stock | $250,001 - $500,000 | 2023-09-25 | buy | 9 |
| house-8219992-ocr-212 | Spouse | DIS | — | 15000 | 1001 | Walt Disney Company (The) CMN | Common Stock | $1,001 - $15,000 | 2023-09-28 | sell | 6 |
| house-8219992-ocr-211 | Spouse | DIS | — | 15000 | 1001 | Walt Disney Company (The) CMN | Common Stock | $1,001 - $15,000 | 2023-09-20 | sell | 12 |
| house-8219992-ocr-210 | Spouse | VZ | — | 15000 | 1001 | Verizon Communications, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-29 | sell | 5 |
| house-8219992-ocr-21 | Dependent | HON | — | 15000 | 1001 | Honeywell Intl Inc CMN | Stock | $1,001 - $15,000 | 2023-09-13 | buy | 17 |
| house-8219992-ocr-209 | Spouse | VZ | — | 15000 | 1001 | Verizon Communications, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-28 | sell | 6 |
| house-8219992-ocr-208 | Spouse | DIS | — | 15000 | 1001 | Walt Disney Company (The) CMN | Common Stock | $1,001 - $15,000 | 2023-09-29 | sell | 5 |
| house-8219992-ocr-207 | Spouse | DIS | — | 15000 | 1001 | Walt Disney Company (The) CMN | Common Stock | $1,001 - $15,000 | 2023-09-27 | sell | 7 |
| house-8219992-ocr-206 | Spouse | SHW | — | 15000 | 1001 | Sherwin-Williams Co CMN | Common Stock | $1,001 - $15,000 | 2023-09-01 | sell | 25 |
| house-8219992-ocr-205 | Spouse | DIS | — | 15000 | 1001 | Walt Disney Company (The) CMN | Common Stock | $1,001 - $15,000 | 2023-09-19 | sell | 13 |
| house-8219992-ocr-204 | Spouse | — | — | 15000 | 1001 | Marsh & McLennan Co Inc CMN | Common Stock | $1,001 - $15,000 | 2023-09-18 | sell | 14 |
| house-8219992-ocr-203 | Spouse | KKR | — | 15000 | 1001 | KKR & Co. Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-14 | sell | 16 |
| house-8219992-ocr-202 | Spouse | SHW | — | 15000 | 1001 | Sherwin-Williams Co CMN | Common Stock | $1,001 - $15,000 | 2023-09-01 | sell | 25 |
| house-8219992-ocr-201 | Spouse | — | — | 15000 | 1001 | Laboratory Corporation of Amer CMN | Common Stock | $1,001 - $15,000 | 2023-09-21 | buy | 11 |
| house-8219992-ocr-200 | Spouse | — | — | 15000 | 1001 | Wells Fargo & Company Hybrid Perpetual | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-20 | Dependent | EXR | — | 15000 | 1001 | Extra Space Storage Inc. CMN | Stock | $1,001 - $15,000 | 2023-09-25 | buy | 9 |
| house-8219992-ocr-2 | Dependent | MSFT | — | 15000 | 1001 | Microsoft Corp | Stock | $1,001 - $15,000 | 2023-09-08 | buy | 20 |
| house-8219992-ocr-199 | Spouse | WFC | — | 15000 | 1001 | Wells Fargo & Co (New) CMN | Common Stock | $1,001 - $15,000 | 2023-09-13 | buy | 17 |
| house-8219992-ocr-198 | Spouse | — | — | 15000 | 1001 | Laboratory Corporation of America CMN | Common Stock | $1,001 - $15,000 | 2023-09-07 | buy | 21 |
| house-8219992-ocr-197 | Spouse | — | — | 15000 | 1001 | Ferguson PLC CMN | Common Stock | $1,001 - $15,000 | 2023-09-13 | buy | 17 |
| house-8219992-ocr-196 | Spouse | EXR | — | 15000 | 1001 | Extra Space Storage Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-18 | buy | 14 |
| house-8219992-ocr-195 | Spouse | HON | — | 15000 | 1001 | Honeywell Intl Inc CMN | Common Stock | $1,001 - $15,000 | 2023-09-13 | buy | 17 |
| house-8219992-ocr-194 | Spouse | EXR | — | 15000 | 1001 | Extra Space Storage Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-20 | buy | 12 |
| house-8219992-ocr-193 | Spouse | — | — | 15000 | 1001 | Laboratory Corporation of America CMN | Common Stock | $1,001 - $15,000 | 2023-09-20 | buy | 12 |
| house-8219992-ocr-192 | Spouse | — | — | 15000 | 1001 | Medtronic Public Limited Company CMN | Common Stock | $1,001 - $15,000 | 2023-09-13 | buy | 17 |
| house-8219992-ocr-191 | Spouse | EXR | — | 15000 | 1001 | Extra Space Storage Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-25 | buy | 9 |
| house-8219992-ocr-190 | Spouse | SSNC | — | 15000 | 1001 | SS&C Technologies Holdings, Inc CMN | Common Stock | $1,001 - $15,000 | 2023-09-13 | buy | 17 |
| house-8219992-ocr-19 | Dependent | LEA | — | 15000 | 1001 | Lear Corporation CMN | Stock | $1,001 - $15,000 | 2023-09-13 | buy | 17 |
| house-8219992-ocr-189 | Spouse | LEA | — | 15000 | 1001 | Lear Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-09-13 | buy | 17 |
| house-8219992-ocr-188 | Spouse | EXR | — | 15000 | 1001 | Extra Space Storage Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-21 | buy | 11 |
| house-8219992-ocr-187 | Spouse | — | — | 15000 | 1001 | Laboratory Corporation of America CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-186 | Spouse | UNP | — | 15000 | 1001 | Union Pacific Corp. CMN | Common Stock | $1,001 - $15,000 | 2023-09-13 | buy | 17 |
| house-8219992-ocr-185 | Spouse | RRX | — | 15000 | 1001 | Regal Rexnord Corp CMN | Common Stock | $1,001 - $15,000 | 2023-09-13 | buy | 17 |
| house-8219992-ocr-184 | Spouse | TGT | — | 15000 | 1001 | Target Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-09-19 | buy | 13 |
| house-8219992-ocr-183 | Spouse | HCA | — | 15000 | 1001 | HCA Healthcare, Inc CMN | Common Stock | $1,001 - $15,000 | 2023-09-13 | buy | 17 |
| house-8219992-ocr-182 | Spouse | — | — | 15000 | 1001 | Laboratory Corporation of America CMN | Common Stock | $1,001 - $15,000 | 2023-09-08 | buy | 20 |
| house-8219992-ocr-181 | Spouse | HUM | — | 15000 | 1001 | Humana Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-13 | buy | 17 |
| house-8219992-ocr-180 | Spouse | — | — | 15000 | 1001 | Walgreens Boots Alliance, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-18 | Dependent | SSNC | — | 15000 | 1001 | SS&C Technologies Holdings, Inc CMN | Stock | $1,001 - $15,000 | 2023-09-13 | buy | 17 |
| house-8219992-ocr-179 | Spouse | DXC | — | 15000 | 1001 | DXC Technology Company CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-178 | Spouse | URBN | Partial Sale | 15000 | 1001 | Urban Outfitters Inc CMN | Common Stock | $1,001 - $15,000 | 2023-09-26 | sell | 8 |
| house-8219992-ocr-177 | Spouse | FMC | — | 15000 | 1001 | FMC Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-176 | Spouse | CAG | — | 15000 | 1001 | Conagra Brands Inc CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-175 | Spouse | RF | Partial Sale | 15000 | 1001 | Regions Financial Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-09-27 | sell | 7 |
| house-8219992-ocr-174 | Spouse | SYY | — | 15000 | 1001 | Sysco Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-173 | Spouse | LUV | — | 15000 | 1001 | Southwest Airlines Co CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-172 | Spouse | ARE | — | 15000 | 1001 | Alexandria Real Estate Equities, Inc. | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-171 | Spouse | COR | — | 15000 | 1001 | Cencora Inc CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-170 | Spouse | CAH | — | 15000 | 1001 | Cardinal Health, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-17 | Dependent | — | — | 15000 | 1001 | Laboratory Corporation of America CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-169 | Spouse | MU | Partial Sale | 15000 | 1001 | Micron Technology, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-07 | sell | 21 |
| house-8219992-ocr-168 | Spouse | — | — | 15000 | 1001 | Intl. Flavors & Fragrance CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-167 | Spouse | UDR | — | 15000 | 1001 | UDR Inc CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-166 | Spouse | STT | — | 15000 | 1001 | State Street Corporation (New) CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-165 | Spouse | TROW | — | 15000 | 1001 | T. Rowe Price Group, Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-164 | Spouse | INCY | Partial Sale | 15000 | 1001 | Incyte Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-163 | Spouse | NVDA | Partial | 15000 | 1001 | NVIDIA CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-162 | Spouse | — | Partial | 15000 | 1001 | SANOFI SPONSORED ADR CMN | Common Stock | $1,001 - $15,000 | 2023-09-08 | sell | 20 |
| house-8219992-ocr-161 | Spouse | UL | Partial | 15000 | 1001 | UNILEVER PLC (NEW) SPONSORED ADR CMN | Common Stock | $1,001 - $15,000 | 2023-09-08 | sell | 20 |
| house-8219992-ocr-160 | Spouse | C | — | 15000 | 1001 | CITIGROUP INC. CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-16 | Dependent | — | — | 15000 | 1001 | Medtronic Public Limited Company CMN | Stock | $1,001 - $15,000 | 2023-09-13 | buy | 17 |
| house-8219992-ocr-159 | Spouse | NEM | Partial | 15000 | 1001 | NEWMONT CORP CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-158 | Spouse | DGX | — | 15000 | 1001 | QUEST DIAGNOSTICS INCORPORATED CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-157 | Spouse | GM | Partial | 15000 | 1001 | GENERAL MOTORS COMPANY CMN | Common Stock | $1,001 - $15,000 | 2023-09-27 | sell | 7 |
| house-8219992-ocr-156 | Spouse | DXCM | Partial | 15000 | 1001 | DEXCOM, INC. CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-155 | Spouse | RF | Partial | 15000 | 1001 | REGIONS FINANCIAL CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2023-09-29 | sell | 5 |
| house-8219992-ocr-154 | Spouse | T | — | 15000 | 1001 | AT&T INC. CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-153 | Spouse | HRL | — | 15000 | 1001 | HORMEL FOODS CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-152 | Spouse | MU | Partial | 15000 | 1001 | MICRON TECHNOLOGY, INC. CMN | Common Stock | $1,001 - $15,000 | 2023-09-13 | sell | 17 |
| house-8219992-ocr-151 | Spouse | CARR | — | 15000 | 1001 | CARRIER GLOBAL CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-150 | Spouse | NTRS | — | 15000 | 1001 | NORTHERN TRUST CORP CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-15 | Dependent | HCA | — | 15000 | 1001 | HCA Healthcare, Inc CMN | Stock | $1,001 - $15,000 | 2023-09-13 | buy | 17 |
| house-8219992-ocr-149 | Spouse | BIIB | Partial | 15000 | 1001 | BIOGEN INC. CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-148 | Spouse | MSI | — | 15000 | 1001 | MOTOROLA SOLUTIONS INC CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-147 | Spouse | GIS | — | 15000 | 1001 | GENERAL MILLS INC CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-146 | Spouse | — | Capital Gains Exceed $200; Partial | 15000 | 1001 | AON PUBLIC LIMITED COMPANY CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-145 | Spouse | AMCR | — | 15000 | 1001 | Amcor PLC CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-144 | Spouse | O | — | 15000 | 1001 | Realty Income Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-143 | Spouse | VICI | — | 15000 | 1001 | VICI Properties Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-142 | Spouse | EXR | — | 15000 | 1001 | Extra Space Storage Inc. CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-141 | Spouse | PSA | — | 15000 | 1001 | Public Storage CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-140 | Spouse | TRV | — | 15000 | 1001 | The Travelers Companies, Inc CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-14 | Dependent | EXR | — | 15000 | 1001 | Extra Space Storage Inc. CMN | Stock | $1,001 - $15,000 | 2023-09-21 | buy | 11 |
| house-8219992-ocr-139 | Spouse | UBS | Capital Gains Exceed $200 | 15000 | 1001 | UBS Group AG CMN | Common Stock | $1,001 - $15,000 | 2023-09-08 | sell | 20 |
| house-8219992-ocr-138 | Spouse | FIS | — | 15000 | 1001 | Fidelity Natl Info Svcs Inc CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-137 | Spouse | KMB | — | 15000 | 1001 | Kimberly-Clark Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-136 | Spouse | ELV | Capital Gains Exceed $200 | 15000 | 1001 | Elevance Health Inc CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-135 | Spouse | RSG | — | 15000 | 1001 | Republic Services Inc CMN | Common Stock | $1,001 - $15,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-134 | Spouse | CNC | Capital Gains Exceed $200 | 50000 | 15001 | Centene Corporation CMN | Common Stock | $15,001 - $50,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-133 | Spouse | AMT | Capital Gains Exceed $200 | 50000 | 15001 | American Tower Corporation CMN | Common Stock | $15,001 - $50,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-132 | Spouse | WFC | — | 50000 | 15001 | Wells Fargo & Co (New) CMN | Common Stock | $15,001 - $50,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-131 | Spouse | CL | — | 50000 | 15001 | Colgate-Palmolive Co CMN | Common Stock | $15,001 - $50,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-130 | Spouse | WMT | Capital Gains Exceed $200 | 50000 | 15001 | Walmart Inc CMN | Common Stock | $15,001 - $50,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-13 | Dependent | TGT | — | 15000 | 1001 | Target Corporation CMN | Stock | $1,001 - $15,000 | 2023-09-19 | buy | 13 |
| house-8219992-ocr-129 | Spouse | KO | — | 50000 | 15001 | Coca-Cola Company (The) CMN | Common Stock | $15,001 - $50,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-128 | Spouse | BMY | — | 50000 | 15001 | Bristol-Myers Squibb Company CMN | Common Stock | $15,001 - $50,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-127 | Spouse | ABT | — | 50000 | 15001 | Abbott Laboratories CMN | Common Stock | $15,001 - $50,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-126 | Spouse | JNJ | — | 100000 | 50001 | Johnson & Johnson CMN | Common Stock | $50,001 - $100,000 | 2023-09-06 | sell | 22 |
| house-8219992-ocr-125 | Spouse | XSP | @ 415 EXP 11/10/2023 | 15000 | 1001 | PUT/XSP @ 415 EXP 11/10/2023 | Option | $1,001 - $15,000 | 2023-09-21 | sell | 11 |
| house-8219992-ocr-124 | Spouse | XSP | @ 429 EXP 11/17/2023 | 15000 | 1001 | PUT/XSP @ 429 EXP 11/17/2023 | Option | $1,001 - $15,000 | 2023-09-14 | sell | 16 |
| house-8219992-ocr-123 | Spouse | XSP | @ 432 EXP 11/03/2023 | 15000 | 1001 | PUT/XSP @ 432 EXP 11/03/2023 | Option | $1,001 - $15,000 | 2023-09-11 | sell | 19 |
| house-8219992-ocr-122 | Spouse | XSP | @ 435 EXP 10/27/2023 | 15000 | 1001 | PUT/XSP @ 435 EXP 10/27/2023 | Option | $1,001 - $15,000 | 2023-09-07 | sell | 21 |
| house-8219992-ocr-121 | Spouse | XSP | @ 413 EXP 11/30/2023 | 15000 | 1001 | PUT/XSP @ 413 EXP 11/30/2023 | Option | $1,001 - $15,000 | 2023-09-27 | sell | 7 |
| house-8219992-ocr-120 | Spouse | XSP | @ 408 EXP 12/15/2023 | 15000 | 1001 | PUT/XSP @ 408 EXP 12/15/2023 | Option | $1,001 - $15,000 | 2023-09-27 | sell | 7 |
| house-8219992-ocr-12 | Dependent | RRX | — | 15000 | 1001 | Regal Rexnord Corp CMN | Stock | $1,001 - $15,000 | 2023-09-13 | buy | 17 |
| house-8219992-ocr-119 | Spouse | NVO | @ 180 EXP 09/08/2023 | 15000 | 1001 | CALL/NVO FLEX EURO PM @ 180 EXP 09/08/2023 | Option | $1,001 - $15,000 | 2023-09-08 | buy | 20 |
| house-8219992-ocr-118 | Spouse | — | @ 23 EXP 09/08/2023 | 15000 | 1001 | CALL/UBS FLEX EURO PM @ 23 EXP 09/08/2023 | Option | $1,001 - $15,000 | 2023-09-08 | buy | 20 |
| house-8219992-ocr-117 | Spouse | XSP | @ 439 EXP 09/29/2023 | 15000 | 1001 | PUT/XSP @ 439 EXP 09/29/2023 | Option | $1,001 - $15,000 | 2023-09-27 | buy | 7 |
| house-8219992-ocr-116 | Spouse | NVO | — | 15000 | 1001 | Novo-Nordisk A/S ADR CMN | ADR Common Stock | $1,001 - $15,000 | 2023-09-08 | buy | 20 |
| house-8219992-ocr-115 | Spouse | — | — | 15000 | 1001 | Livent Corporation CMN | Common Stock | $1,001 - $15,000 | 2023-09-08 | buy | 20 |
| house-8219992-ocr-114 | Spouse | CMN | — | 15000 | 1001 | Topgolf Callaway Brands Corp CMN | Common Stock | $1,001 - $15,000 | 2023-09-27 | buy | 7 |
| house-8219992-ocr-113 | Spouse | CMN | — | 15000 | 1001 | Topgolf Callaway Brands Corp CMN | Common Stock | $1,001 - $15,000 | 2023-09-29 | buy | 5 |
| house-8219992-ocr-112 | Spouse | CMN | — | 15000 | 1001 | Topgolf Callaway Brands Corp CMN | Common Stock | $1,001 - $15,000 | 2023-09-21 | buy | 11 |
| house-8219992-ocr-111 | Spouse | CMN | — | 15000 | 1001 | Topgolf Callaway Brands Corp CMN | Common Stock | $1,001 - $15,000 | 2023-09-19 | buy | 13 |
| house-8219992-ocr-110 | Spouse | CMN | — | 15000 | 1001 | Topgolf Callaway Brands Corp CMN | Common Stock | $1,001 - $15,000 | 2023-09-07 | buy | 21 |
| house-8219992-ocr-11 | Dependent | — | — | 15000 | 1001 | Laboratory Corporation of America CMN | Stock | $1,001 - $15,000 | 2023-09-08 | buy | 20 |
| house-8219992-ocr-109 | Spouse | — | — | 15000 | 1001 | Topgolf Callaway Brands Corp CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-108 | Spouse | PYPL | — | 15000 | 1001 | PayPal Holdings, Inc. CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-107 | Spouse | TGT | — | 15000 | 1001 | Target Corporation CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-106 | Spouse | BAX | — | 15000 | 1001 | Baxter International Inc CMN | Stock | $1,001 - $15,000 | 2023-09-27 | buy | 7 |
| house-8219992-ocr-105 | Spouse | PM | — | 15000 | 1001 | Philip Morris International Inc CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-104 | Spouse | BAX | — | 15000 | 1001 | Baxter International Inc CMN | Stock | $1,001 - $15,000 | 2023-09-28 | buy | 6 |
| house-8219992-ocr-103 | Spouse | ALL | — | 15000 | 1001 | Allstate Corporation Common Stock | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-102 | Spouse | DOC | — | 15000 | 1001 | Healthpeak Properties Inc CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-101 | Spouse | — | — | 15000 | 1001 | Brown Forman Corp CL B CMN Class B | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-100 | Spouse | FAST | — | 15000 | 1001 | Fastenal Company CMN | Stock | $1,001 - $15,000 | 2023-09-06 | buy | 22 |
| house-8219992-ocr-10 | Dependent | HUM | — | 15000 | 1001 | Humana Inc. CMN | Stock | $1,001 - $15,000 | 2023-09-13 | buy | 17 |
| house-8219992-ocr-1 | Dependent | — | Capital Gains Exceed $200; Partial Transaction | 15000 | 1001 | Block Inc Cl A | Stock | $1,001 - $15,000 | 2023-09-08 | sell | 20 |