Greg Stanton (House) disclosed 188 transactions

2023-11-09 · 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.

2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPLinde plc Ordinary Shares — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPLinde plc Ordinary Shares — $1,001 - $15,000
2023-10-24 · sell	Lam Research Corporation — $1,001 - $15,000
2023-09-26 · buy	Lam Research Corporation — $1,001 - $15,000
2023-10-24 · sell	the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPJP Morgan Chase & Co. — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPJP Morgan Chase & Co. — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPJohnson & Johnson — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPJohnson & Johnson — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPJacobs Solutions Inc. — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPJacobs Solutions Inc. — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAdobe Inc. — $1,001 - $15,000
2023-10-24 · sell	the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPIntuitive Surgical, Inc. — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPIntuitive Surgical, Inc. — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPIntuit Inc. — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPIntuit Inc. — $1,001 - $15,000
2023-09-26 · buy	International Business Machines Corporation — $1,001 - $15,000
2023-10-24 · sell	International Business Machines Corporation — $1,001 - $15,000
2023-10-24 · sell	the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPIntel Corporation — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPIntel Corporation — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPHowmet Aerospace Inc. — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPHowmet Aerospace Inc. — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAdobe Inc. — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPHome Depot, Inc. — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPHome Depot, Inc. — $1,001 - $15,000
2023-10-24 · sell	unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPGoldman Sachs Group, Inc. — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPGoldman Sachs Group, Inc. — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPGilead Sciences, Inc. — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPGilead Sciences, Inc. — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPExxon Mobil Corporation — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPExxon Mobil Corporation — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPEli Lilly and Company — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPEli Lilly and Company — $1,001 - $15,000
2023-10-24 · sell	Accenture plc Class A Ordinary Shares — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPElevance Health, Inc. — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPElevance Health, Inc. — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPDeere & Company — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPDeere & Company — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPDanaher Corporation — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPDanaher Corporation — $1,001 - $15,000
2023-09-26 · buy	Costco Wholesale Corporation — $1,001 - $15,000
2023-10-24 · sell	Costco Wholesale Corporation — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPConocoPhillips — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPConocoPhillips — $1,001 - $15,000
2023-09-26 · buy	Accenture plc Class A Ordinary Shares — $1,001 - $15,000
2023-10-24 · sell	Comcast Corporation - Class A — $1,001 - $15,000
2023-09-26 · buy	Comcast Corporation - Class A — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPCoca-Cola Company — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPCoca-Cola Company — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPCitigroup, Inc. — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPCitigroup, Inc. — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPCisco Systems, Inc. — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPCisco Systems, Inc. — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPChubb Limited — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPChubb Limited — $1,001 - $15,000
2023-09-26 · buy	the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAbbVie Inc. — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPChevron Corporation — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPChevron Corporation — $1,001 - $15,000
2023-10-24 · sell	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPCaterpillar, Inc. — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPCaterpillar, Inc. — $1,001 - $15,000
2023-09-26 · buy	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPBroadcom Inc. — $1,001 - $15,000
…	128 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.

party	Democrat
state	AZ
office	Stanton, Greg (Representative)
ptr id	20023892
chamber	house
report url	https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023892.pdf
bioguide id	S001211
data source	HOUSE_CLERK_PTR
member last	Stanton
member name	Greg Stanton
member first	Greg
state district	AZ04
disclosure date	2023-11-09
transaction nature	OPEN_MARKET

Each transaction (188)

id	owner	ticker	comment	amount max	amount min	asset name	asset type	amount range	transaction date	transaction type	reporting lag days
house-20023892-99	Self	LIN	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPLinde plc Ordinary Shares	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-98	Self	LIN	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPLinde plc Ordinary Shares	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-97	Spouse	LRCX	—	15000	1001	Lam Research Corporation	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-96	Spouse	LRCX	—	15000	1001	Lam Research Corporation	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-95	Self	JPM	—	15000	1001	the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPJP Morgan Chase & Co.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-94	Self	JPM	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPJP Morgan Chase & Co.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-93	Self	JNJ	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPJohnson & Johnson	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-92	Self	JNJ	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPJohnson & Johnson	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-91	Self	J	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPJacobs Solutions Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-90	Self	J	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPJacobs Solutions Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-9	Self	ADBE	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAdobe Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-89	Self	ISRG	—	15000	1001	the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPIntuitive Surgical, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-88	Self	ISRG	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPIntuitive Surgical, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-87	Self	INTU	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPIntuit Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-86	Self	INTU	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPIntuit Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-85	Spouse	IBM	—	15000	1001	International Business Machines Corporation	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-84	Spouse	IBM	—	15000	1001	International Business Machines Corporation	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-83	Self	INTC	—	15000	1001	the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPIntel Corporation	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-82	Self	INTC	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPIntel Corporation	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-81	Self	HWM	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPHowmet Aerospace Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-80	Self	HWM	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPHowmet Aerospace Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-8	Self	ADBE	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAdobe Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-79	Self	HD	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPHome Depot, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-78	Self	HD	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPHome Depot, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-77	Self	GS	—	15000	1001	unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPGoldman Sachs Group, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-76	Self	GS	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPGoldman Sachs Group, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-75	Self	GILD	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPGilead Sciences, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-74	Self	GILD	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPGilead Sciences, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-73	Self	XOM	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPExxon Mobil Corporation	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-72	Self	XOM	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPExxon Mobil Corporation	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-71	Self	LLY	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPEli Lilly and Company	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-70	Self	LLY	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPEli Lilly and Company	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-7	Spouse	ACN	—	15000	1001	Accenture plc Class A Ordinary Shares	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-69	Self	ELV	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPElevance Health, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-68	Self	ELV	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPElevance Health, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-67	Self	DE	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPDeere & Company	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-66	Self	DE	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPDeere & Company	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-65	Self	DHR	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPDanaher Corporation	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-64	Self	DHR	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPDanaher Corporation	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-63	Spouse	COST	—	15000	1001	Costco Wholesale Corporation	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-62	Spouse	COST	—	15000	1001	Costco Wholesale Corporation	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-61	Self	COP	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPConocoPhillips	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-60	Self	COP	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPConocoPhillips	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-6	Spouse	ACN	—	15000	1001	Accenture plc Class A Ordinary Shares	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-59	Spouse	CMCSA	—	15000	1001	Comcast Corporation - Class A	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-58	Spouse	CMCSA	—	15000	1001	Comcast Corporation - Class A	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-57	Self	KO	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPCoca-Cola Company	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-56	Self	KO	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPCoca-Cola Company	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-55	Self	C	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPCitigroup, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-54	Self	C	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPCitigroup, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-53	Self	CSCO	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPCisco Systems, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-52	Self	CSCO	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPCisco Systems, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-51	Self	CB	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPChubb Limited	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-50	Self	CB	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPChubb Limited	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-5	Self	ABBV	—	15000	1001	the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAbbVie Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-49	Self	CVX	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPChevron Corporation	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-48	Self	CVX	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPChevron Corporation	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-47	Self	CAT	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPCaterpillar, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-46	Self	CAT	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPCaterpillar, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-45	Self	AVGO	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPBroadcom Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-44	Self	AVGO	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPBroadcom Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-43	Spouse	BMY	—	15000	1001	Bristol-Myers Squibb Company	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-42	Spouse	BMY	—	15000	1001	Bristol-Myers Squibb Company	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-41	Self	BLK	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPBlackRock, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-40	Self	BLK	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPBlackRock, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-4	Self	ABBV	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAbbVie Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-39	Spouse	BRK.B	—	15000	1001	Berkshire Hathaway Inc. New	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-38	Spouse	BRK.B	—	15000	1001	Berkshire Hathaway Inc. New	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-37	Spouse	BDX	—	15000	1001	Becton, Dickinson and Company	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-36	Spouse	BDX	—	15000	1001	Becton, Dickinson and Company	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-35	Spouse	BAC	—	15000	1001	Bank of America Corporation	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-34	Spouse	BAC	—	15000	1001	Bank of America Corporation	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-33	Self	BALL	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPBall Corporation	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-32	Self	BALL	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPBall Corporation	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-31	Self	AXON	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAxon Enterprise, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-30	Self	AXON	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAxon Enterprise, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-3	Self	ABT	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAbbott Laboratories	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-29	Self	T	—	15000	1001	unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAT&T Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-28	Self	T	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAT&T Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-27	Self	AMAT	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPApplied Materials, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-26	Self	AMAT	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPApplied Materials, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-25	Self	AAPL	—	50000	15001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPApple Inc.	ST	$15,001 - $50,000	2023-09-26	buy	32
house-20023892-24	Self	AAPL	—	50000	15001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPApple Inc.	ST	$15,001 - $50,000	2023-10-24	sell	12
house-20023892-23	Self	ADI	—	15000	1001	unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAnalog Devices, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-22	Self	ADI	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAnalog Devices, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-21	Self	AMGN	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAmgen Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-20	Self	AMGN	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAmgen Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-2	Self	ABT	—	15000	1001	is therefore not reported. C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAbbott Laboratories	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-19	Spouse	AXP	—	15000	1001	American Express Company	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-188	Self	ZTS	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPZoetis Inc. Class A	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-187	Self	ZTS	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPZoetis Inc. Class A	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-186	Self	WFC	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPWells Fargo & Company	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-185	Self	WFC	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPWells Fargo & Company	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-184	Self	DIS	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPWalt Disney Company	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-183	Self	DIS	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPWalt Disney Company	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-182	Self	WMT	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPWalmart Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-181	Self	WMT	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPWalmart Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-180	Self	V	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPVisa Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-18	Spouse	AXP	—	15000	1001	American Express Company	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-179	Self	V	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPVisa Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-178	Self	—	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPVertex Pharmaceuticals Incorporated	Stock	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-177	Spouse	VRTX	—	15000	1001	Vertex Pharmaceuticals Incorporated	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-176	Spouse	VZ	—	15000	1001	Verizon Communications Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-175	Spouse	VZ	—	15000	1001	Verizon Communications Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-174	Spouse	UNH	—	15000	1001	UnitedHealth Group Incorporated Common Stock	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-173	Spouse	UNH	—	15000	1001	UnitedHealth Group Incorporated Common Stock	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-172	Self	UPS	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPUnited Parcel Service, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-171	Self	UPS	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPUnited Parcel Service, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-170	Self	UNP	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPUnion Pacific Corporation	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-17	Self	AMZN	—	15000	1001	unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAmazon.com, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-169	Self	UNP	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPUnion Pacific Corporation	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-168	Self	TMUS	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPT-Mobile US, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-167	Self	TMUS	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPT-Mobile US, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-166	Self	TJX	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPTJX Companies, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-165	Self	TJX	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPTJX Companies, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-164	Spouse	TMO	—	15000	1001	Thermo Fisher Scientific Inc	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-163	Spouse	TMO	—	15000	1001	Thermo Fisher Scientific Inc	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-162	Spouse	TXN	—	15000	1001	Texas Instruments Incorporated	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-161	Spouse	TXN	—	15000	1001	Texas Instruments Incorporated	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-160	Self	TSLA	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPTesla, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-16	Self	AMZN	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAmazon.com, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-159	Self	TSLA	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPTesla, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-158	Spouse	TDY	—	15000	1001	Teledyne Technologies Incorporated	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-157	Spouse	TDY	—	15000	1001	Teledyne Technologies Incorporated	ST	$1,001 - $15,000	2022-10-24	sell	272
house-20023892-156	Self	SYK	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPStryker Corporation	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-155	Self	SYK	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPStryker Corporation	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-154	Self	SBUX	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPStarbucks Corporation	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-153	Self	SBUX	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPStarbucks Corporation	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-152	Self	NOW	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPServiceNow, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-151	Self	NOW	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPServiceNow, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-150	Self	CRM	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPSalesforce, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-15	Spouse	GOOG	—	15000	1001	Alphabet Inc. - Class C Capital Stock	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-149	Self	CRM	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPSalesforce, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-148	Self	SPGI	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPS&P Global Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-147	Self	SPGI	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPS&P Global Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-146	Spouse	QCOM	—	15000	1001	QUALCOMM Incorporated	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-145	Spouse	QCOM	—	15000	1001	QUALCOMM Incorporated	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-144	Self	PLD	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPProLogis, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-143	Self	PLD	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPProLogis, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-142	Self	PGR	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPProgressive Corporation	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-141	Self	PGR	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPProgressive Corporation	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-140	Self	PG	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPProcter & Gamble Company	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-14	Spouse	GOOG	—	15000	1001	Alphabet Inc. - Class C Capital Stock	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-139	Self	PG	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPProcter & Gamble Company	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-138	Spouse	PM	—	15000	1001	Philip Morris International Inc	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-137	Spouse	PM	—	15000	1001	Philip Morris International Inc	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-136	Self	PFE	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPPfizer, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-135	Self	PFE	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPPfizer, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-134	Self	PEP	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPPepsico, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-133	Self	PEP	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPPepsico, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-132	Spouse	PH	—	15000	1001	Parker-Hannifin Corporation	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-131	Spouse	PH	—	15000	1001	Parker-Hannifin Corporation	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-130	Self	PANW	Purchase of this stock fell below the $1000 reporting threshold. The sale of the stock was above $1000 and is	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPPalo Alto Networks, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-13	Self	GOOGL	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAlphabet Inc. - Class A	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-129	Self	ORCL	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPOracle Corporation	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-128	Self	ORCL	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPOracle Corporation	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-127	Self	NVDA	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPNVIDIA Corporation	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-126	Self	NVDA	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPNVIDIA Corporation	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-125	Self	NKE	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPNike, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-124	Self	NKE	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPNike, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-123	Self	NEE	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPNextEra Energy, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-122	Self	NEE	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPNextEra Energy, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-121	Self	NFLX	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPNetflix, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-120	Self	NFLX	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPNetflix, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-12	Self	GOOGL	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPAlphabet Inc. - Class A	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-119	Self	MS	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPMorgan Stanley	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-118	Self	MS	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPMorgan Stanley	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-117	Spouse	MDLZ	—	15000	1001	Mondelez International, Inc. - Class A	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-116	Spouse	MDLZ	—	15000	1001	Mondelez International, Inc. - Class A	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-115	Self	MSFT	—	50000	15001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPMicrosoft Corporation	ST	$15,001 - $50,000	2023-10-24	sell	12
house-20023892-114	Self	MSFT	—	50000	15001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPMicrosoft Corporation	ST	$15,001 - $50,000	2023-09-26	buy	32
house-20023892-113	Spouse	META	—	15000	1001	Meta Platforms, Inc. - Class A	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-112	Spouse	META	—	15000	1001	Meta Platforms, Inc. - Class A	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-111	Spouse	MRK	—	15000	1001	Merck & Company, Inc. Common Stock	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-110	Spouse	MRK	—	15000	1001	Merck & Company, Inc. Common Stock	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-11	Spouse	AMD	—	15000	1001	Advanced Micro Devices, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-109	Spouse	MDT	—	15000	1001	Medtronic plc. Ordinary Shares	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-108	Spouse	MDT	—	15000	1001	Medtronic plc. Ordinary Shares	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-107	Self	MCD	—	15000	1001	the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPMcDonald's Corporation	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-106	Self	MCD	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPMcDonald's Corporation	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-105	Self	MA	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPMastercard Incorporated	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-104	Self	MA	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPMastercard Incorporated	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-103	Spouse	MMC	—	15000	1001	Marsh & McLennan Companies, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-102	Spouse	MMC	—	15000	1001	Marsh & McLennan Companies, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-101	Self	LOW	—	15000	1001	the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPLowe's Companies, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-100	Self	LOW	—	15000	1001	C: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds. SPLowe's Companies, Inc.	ST	$1,001 - $15,000	2023-09-26	buy	32
house-20023892-10	Spouse	AMD	—	15000	1001	Advanced Micro Devices, Inc.	ST	$1,001 - $15,000	2023-10-24	sell	12
house-20023892-1	Spouse	MMM	Purchase of this stock was above the $1000 reporting threshold. The sale fell below the $1000 threshold and	15000	1001	3M Company	ST	$1,001 - $15,000	2023-09-26	buy	32

Original filing document