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KeyVex › Disclosures › Congressional trades

KeyVex publishes these public financial disclosure filings as news, free and without registration, under the news-media provision of 5 U.S.C. § 13107(c). Source documents are linked on every entry.

Rohit Khanna (House) disclosed 627 transactions

· Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

Amendment status is not available for House filings. A filing listed here may since have been amended.

2024-08-05 · buyEnphase Energy, Inc. CMN — $1,001 - $15,000
2024-08-05 · buyRoper Technologies Inc CMN — $1,001 - $15,000
2024-08-05 · buyWarner Bros Discovery Inc CMN — $1,001 - $15,000
2024-08-05 · buyRegions Financial Corporation CMN — $1,001 - $15,000
2024-08-05 · buyRaymond James Financial, Inc. CMN — $1,001 - $15,000
2024-08-05 · buyDayforce Inc CMN — $1,001 - $15,000
2024-08-05 · buyFastenal Company CMN — $1,001 - $15,000
2024-08-05 · buyNorwegian Cruise Line HLDG Ltd CMN — $1,001 - $15,000
2024-08-05 · buyMC Donalds Corp CMN — $1,001 - $15,000
2024-08-05 · buyMetLife, Inc. CMN — $1,001 - $15,000
2024-08-05 · buyAMAZON.COM INC CMN — $1,001 - $15,000
2024-08-05 · buyApple Inc. CMN — $1,001 - $15,000
2024-08-05 · buyEstee Lauder Cos Inc CL-A CMN Class A — $1,001 - $15,000
2024-08-05 · buyAkamai Technologies, Inc. CMN — $1,001 - $15,000
2024-08-05 · buyGenuine Parts Co. CMN — $1,001 - $15,000
2024-08-05 · buyAMERICAN INTL GROUP, INC. CMN — $1,001 - $15,000
2024-08-05 · buyGLOBAL PAYMENTS INC. CMN — $1,001 - $15,000
2024-08-05 · buyDOW INC CMN — $1,001 - $15,000
2024-08-05 · buyLAS VEGAS SANDS CORP. CMN — $1,001 - $15,000
2024-08-05 · buyIDEX CORPORATION COMMON STOCK — $1,001 - $15,000
2024-08-05 · buyOLD DOMINION FREIGHT LINE, INC CMN — $1,001 - $15,000
2024-08-14 · buyWASTE MANAGEMENT INC CMN — $1,001 - $15,000
2024-08-05 · buyJABIL INC CMN — $1,001 - $15,000
2024-08-05 · buyWEST PHARMACEUTICAL SERVICES INC — $1,001 - $15,000
2024-08-05 · buyEPAM SYSTEMS, INC. CMN — $1,001 - $15,000
2024-08-05 · buyCDW CORPORATION CMN — $1,001 - $15,000
2024-08-05 · buyFIRST SOLAR, INC. CMN — $1,001 - $15,000
2024-08-05 · buyCATERPILLAR INC (DELAWARE) CMN — $1,001 - $15,000
2024-08-05 · buyBOOKING HOLDINGS INC. CMN — $1,001 - $15,000
2024-08-05 · buyDEERE & COMPANY CMN — $1,001 - $15,000
2024-08-05 · buyON SEMICONDUCTOR CORPORATION CMN — $1,001 - $15,000
2024-08-05 · buyPOOL CORP CMN — $1,001 - $15,000
2024-08-02 · buyUNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK — $1,001 - $15,000
2024-08-05 · buyEQUINIX, INC. REIT — $1,001 - $15,000
2024-08-05 · buyFACTSET RESEARCH SYSTEMS INC CMN — $1,001 - $15,000
2024-08-05 · buyMARRIOTT INTERNATIONAL, INC CMN CLASS A — $1,001 - $15,000
2024-08-05 · buyIDEXX LABORATORIES CMN — $1,001 - $15,000
2024-08-05 · buyNXP SEMICONDUCTORS N.V. CMN — $1,001 - $15,000
2024-08-05 · buyPTC INC. CMN — $1,001 - $15,000
2024-08-05 · buyLENNAR CORPORATION CMN CLASS A — $1,001 - $15,000
2024-08-01 · selliShares TR 0-3 Mnth Treasury — $1,001 - $15,000
2024-08-01 · buyAutomatic Data Processing Inc Com USD0.10 — $1,001 - $15,000
2024-08-05 · selliShares TR 0-3 Mnth Treasury — $1,001 - $15,000
2024-08-05 · buyBooking Holdings Inc Com — $1,001 - $15,000
· sellJohnson & Johnson Com USD1.00 — $1,001 - $15,000
· buyiShares TR 0-3 Mnth Treasury — $1,001 - $15,000
· buyiShares TR 0-3 Mnth Treasury — $1,001 - $15,000
· sellCisco Systems Inc — $1,001 - $15,000
2024-08-05 · buyPARKER-HANNIFIN CORP. CMN — $1,001 - $15,000
· sellVersus Capital Real Assets — $100,001 - $250,000
· selliShares TR 0-3 Mnth Treasury — $1,001 - $15,000
· buyAutomatic Data Processing Inc Com USD0.10 — $1,001 - $15,000
· selliShares TR 0-3 Mnth Treasury — $1,001 - $15,000
· buyBooking Holdings Inc Com — $1,001 - $15,000
· sellJohnson & Johnson Com USD1.00 — $1,001 - $15,000
· buyiShares TR 0-3 Mnth Treasury — $1,001 - $15,000
· buyiShares TR 0-3 Mnth Treasury — $1,001 - $15,000
· sellCisco Systems Inc — $1,001 - $15,000
· sellVersus Capital Real Assets — $250,001 - $500,000
2024-08-05 · buyCOSTAR GROUP, INC. CMN — $1,001 - $15,000
…567 more transactions: every one is in the complete record on this filing's page

The complete record

Every field KeyVex holds for this filing, as its API serves it. Nothing is withheld here that the API sells.

partyDemocrat
stateCA
officeKhanna, Rohit (Representative)
ptr id8220626
chamberhouse
report urlhttps://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/8220626.pdf
bioguide idK000389
data sourceHOUSE_CLERK_PTR
member lastKhanna
member nameRohit Khanna
member firstRohit
state districtCA17
disclosure date2024-09-06
extraction methodvision_ocr

Each transaction (627)

idownertickercommentamount maxamount minasset nameasset typeamount rangetransaction datetransaction typereporting lag days
house-8220626-ocr-99DependentENPH—150001001Enphase Energy, Inc. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-98DependentROP—150001001Roper Technologies Inc CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-97DependentWBD—150001001Warner Bros Discovery Inc CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-96DependentRF—150001001Regions Financial Corporation CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-95DependentRJF—150001001Raymond James Financial, Inc. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-94Dependent——150001001Dayforce Inc CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-93DependentFAST—150001001Fastenal Company CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-92DependentNCLH—150001001Norwegian Cruise Line HLDG Ltd CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-91Dependent——150001001MC Donalds Corp CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-90DependentMET—150001001MetLife, Inc. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-9DependentAMZN—150001001AMAZON.COM INC CMNStock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-89DependentAAPL—150001001Apple Inc. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-88DependentEL—150001001Estee Lauder Cos Inc CL-A CMN Class ACommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-87DependentAKAM—150001001Akamai Technologies, Inc. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-86DependentGPC—150001001Genuine Parts Co. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-85DependentAIG—150001001AMERICAN INTL GROUP, INC. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-84DependentGPN—150001001GLOBAL PAYMENTS INC. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-83DependentDOW—150001001DOW INC CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-82DependentLVS—150001001LAS VEGAS SANDS CORP. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-81DependentIEX—150001001IDEX CORPORATION COMMON STOCKCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-80DependentODFL—150001001OLD DOMINION FREIGHT LINE, INC CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-8DependentWM—150001001WASTE MANAGEMENT INC CMNStock$1,001 - $15,0002024-08-14buy17
house-8220626-ocr-79DependentJBL—150001001JABIL INC CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-78DependentWST—150001001WEST PHARMACEUTICAL SERVICES INCCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-77DependentEPAM—150001001EPAM SYSTEMS, INC. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-76DependentCDW—150001001CDW CORPORATION CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-75DependentFSLR—150001001FIRST SOLAR, INC. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-74DependentCAT—150001001CATERPILLAR INC (DELAWARE) CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-73DependentBKNG—150001001BOOKING HOLDINGS INC. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-72DependentDE—150001001DEERE & COMPANY CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-71DependentON—150001001ON SEMICONDUCTOR CORPORATION CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-70DependentPOOL—150001001POOL CORP CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-7DependentUPS—150001001UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCKStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-69DependentEQIX—150001001EQUINIX, INC. REITREIT$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-68DependentFDS—150001001FACTSET RESEARCH SYSTEMS INC CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-67DependentMAR—150001001MARRIOTT INTERNATIONAL, INC CMN CLASS ACommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-66DependentIDXX—150001001IDEXX LABORATORIES CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-65DependentNXPI—150001001NXP SEMICONDUCTORS N.V. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-64DependentPTC—150001001PTC INC. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-63DependentLEN—150001001LENNAR CORPORATION CMN CLASS ACommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-627Dependent——150001001iShares TR 0-3 Mnth TreasuryStock$1,001 - $15,0002024-08-01sell26
house-8220626-ocr-626Dependent——150001001Automatic Data Processing Inc Com USD0.10Stock$1,001 - $15,0002024-08-01buy26
house-8220626-ocr-625Dependent——150001001iShares TR 0-3 Mnth TreasuryStock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-624Dependent——150001001Booking Holdings Inc ComStock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-623Dependent—MIURA Holdings - 2020 Trust FBO Khanna Children150001001Johnson & Johnson Com USD1.00Stock$1,001 - $15,000—sell—
house-8220626-ocr-622Dependent—MIURA Holdings - 2020 Trust FBO Khanna Children150001001iShares TR 0-3 Mnth TreasuryStock$1,001 - $15,000—buy—
house-8220626-ocr-621Dependent—MIURA Holdings - 2020 Trust FBO Khanna Children150001001iShares TR 0-3 Mnth TreasuryStock$1,001 - $15,000—buy—
house-8220626-ocr-620DependentCSCOMIURA Holdings - 2020 Trust FBO Khanna Children150001001Cisco Systems IncStock$1,001 - $15,000—sell—
house-8220626-ocr-62DependentPH—150001001PARKER-HANNIFIN CORP. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-619Dependent—MIURA Holdings - 2020 Trust FBO Khanna Children250000100001Versus Capital Real AssetsStock$100,001 - $250,000—sell—
house-8220626-ocr-618Dependent—MIURA Holdings - Grandchildren Trust (Khanna Portion)150001001iShares TR 0-3 Mnth TreasuryStock$1,001 - $15,000—sell—
house-8220626-ocr-617Dependent—MIURA Holdings - Grandchildren Trust (Khanna Portion)150001001Automatic Data Processing Inc Com USD0.10Stock$1,001 - $15,000—buy—
house-8220626-ocr-616Dependent—MIURA Holdings - Grandchildren Trust (Khanna Portion)150001001iShares TR 0-3 Mnth TreasuryStock$1,001 - $15,000—sell—
house-8220626-ocr-615Dependent—MIURA Holdings - Grandchildren Trust (Khanna Portion)150001001Booking Holdings Inc ComStock$1,001 - $15,000—buy—
house-8220626-ocr-614Dependent—MIURA Holdings - Grandchildren Trust (Khanna Portion)150001001Johnson & Johnson Com USD1.00Stock$1,001 - $15,000—sell—
house-8220626-ocr-613Dependent—MIURA Holdings - Grandchildren Trust (Khanna Portion)150001001iShares TR 0-3 Mnth TreasuryStock$1,001 - $15,000—buy—
house-8220626-ocr-612Dependent—MIURA Holdings - Grandchildren Trust (Khanna Portion)150001001iShares TR 0-3 Mnth TreasuryStock$1,001 - $15,000—buy—
house-8220626-ocr-611DependentCSCOMIURA Holdings - Grandchildren Trust (Khanna Portion)150001001Cisco Systems IncStock$1,001 - $15,000—sell—
house-8220626-ocr-610Dependent—MIURA Holdings - Grandchildren Trust (Khanna Portion)500000250001Versus Capital Real AssetsStock$250,001 - $500,000—sell—
house-8220626-ocr-61DependentCSGP—150001001COSTAR GROUP, INC. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-609Spouse—MIURA Holdings150001001iShares TR 0-3 Mnth TreasuryStock$1,001 - $15,000—sell—
house-8220626-ocr-608Spouse—MIURA Holdings150001001Automatic Data Processing Inc Com USD0.10Stock$1,001 - $15,000—buy—
house-8220626-ocr-607Spouse—MIURA Holdings150001001iShares TR 0-3 Mnth TreasuryStock$1,001 - $15,000—sell—
house-8220626-ocr-606Spouse—MIURA Holdings150001001Booking Holdings Inc ComStock$1,001 - $15,000—buy—
house-8220626-ocr-605Spouse—MIURA Holdings150001001Johnson & Johnson Com USD1.00Stock$1,001 - $15,000—sell—
house-8220626-ocr-604Spouse—MIURA Holdings150001001iShares TR 0-3 Mnth TreasuryStock$1,001 - $15,000—buy—
house-8220626-ocr-603Spouse—MIURA Holdings150001001iShares TR 0-3 Mnth TreasuryStock$1,001 - $15,000—buy—
house-8220626-ocr-602SpouseCSCOMIURA Holdings150001001Cisco Systems IncStock$1,001 - $15,000—sell—
house-8220626-ocr-601Spouse—MIURA Holdings500000250001Versus Capital Real AssetsStock$250,001 - $500,000—sell—
house-8220626-ocr-600DependentXEL—150001001Xcel Energy Inc. CMNStock$1,001 - $15,0002024-08-20sell13
house-8220626-ocr-60DependentMCHP—150001001MICROCHIP TECHNOLOGY INCORPORA CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-6DependentAAPL—150001001APPLE INC. CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-599DependentFE—150001001FirstEnergy Corp. CMNStock$1,001 - $15,0002024-08-20sell13
house-8220626-ocr-598DependentAEE—150001001Ameren Corporation CMNStock$1,001 - $15,0002024-08-20sell13
house-8220626-ocr-597DependentCMI—10000050001Cummins Inc Common StockStock$50,001 - $100,0002024-08-20sell13
house-8220626-ocr-596Dependent——250000100001Fidelis Insurance Holdings LIM CMNStock$100,001 - $250,0002024-08-12sell19
house-8220626-ocr-595DependentGTLS—150001001Chart Industries, Inc. CMNStock$1,001 - $15,0002024-08-20buy13
house-8220626-ocr-594Dependent—M & R TP Primary150001001Hamilton Cnty Ohio GO 5.0000% 12/01/25 JDMunicipal Bond$1,001 - $15,0002024-08-15buy16
house-8220626-ocr-593Dependent—M & R TP Primary150001001Ohio ST GO 5% 11/01/25 MNMunicipal Bond$1,001 - $15,0002024-08-23buy10
house-8220626-ocr-592DependentVRTM & R TP Primary150001001Vertiv Holdings LLC CMNCommon Stock$1,001 - $15,0002024-08-20buy13
house-8220626-ocr-591DependentMLMM & R TP Primary150001001Martin Marietta Materials Inc CMNCommon Stock$1,001 - $15,0002024-08-20buy13
house-8220626-ocr-590DependentETNM & R TP Primary150001001Eaton Corp PLC CMNCommon Stock$1,001 - $15,0002024-08-20buy13
house-8220626-ocr-59DependentTMO—150001001THERMO FISHER SCIENTIFIC INC CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-589Dependent—M & R TP Primary5000015001Ohio ST Higher EDL Fac Commn Rev 5.0000% 12/01/24-CA JDMunicipal Bond$15,001 - $50,0002024-08-01buy26
house-8220626-ocr-588Dependent—M & R TP Primary5000015001Utah Tran Auth Sales Tax Rev Rev 5.0000% 06/15/25 JDMunicipal Bond$15,001 - $50,0002024-08-15buy16
house-8220626-ocr-587Dependent—M & R TP Primary10000050001Ohio ST Major New ST Rev 5% 12/15/24 JDMunicipal Bond$50,001 - $100,0002024-08-01buy26
house-8220626-ocr-586Dependent—M & R TP Primary10000050001Ohio ST GO 5% 05/01/25 MNMunicipal Bond$50,001 - $100,0002024-08-15buy16
house-8220626-ocr-585DependentCATM & R TP Primary10000050001Caterpillar Inc (Delaware) CMNCommon Stock$50,001 - $100,0002024-08-20buy13
house-8220626-ocr-584SpouseHON—150001001Honeywell Intl Inc CMNCommon Stock$1,001 - $15,0002024-08-13sell18
house-8220626-ocr-583SpouseHONPartial Sale150001001Honeywell Intl Inc CMNCommon Stock$1,001 - $15,0002024-08-14sell17
house-8220626-ocr-582SpouseHONPartial Sale150001001Honeywell Intl Inc CMNCommon Stock$1,001 - $15,0002024-08-16sell15
house-8220626-ocr-581SpouseHONPartial Sale150001001Honeywell Intl Inc CMNCommon Stock$1,001 - $15,0002024-08-15sell16
house-8220626-ocr-580SpouseHONPartial Sale150001001Honeywell Intl Inc CMNCommon Stock$1,001 - $15,0002024-08-06sell23
house-8220626-ocr-58DependentCNC—150001001CENTENE CORPORATION CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-579SpouseSBAC—150001001SBA Communications Corporation CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-578SpouseALLPartial Sale150001001Allstate Corporation Common StockCommon Stock$1,001 - $15,0002024-08-07sell22
house-8220626-ocr-577SpouseGOOGLRitu Ahuja 1895 Trust150001001Alphabet Inc. CMN Class ACommon Stock$1,001 - $15,0002024-08-06sell23
house-8220626-ocr-576SpouseGOOGLPartial Sale; Ritu Ahuja 1895 Trust150001001Alphabet Inc. CMN Class ACommon Stock$1,001 - $15,0002024-08-06sell23
house-8220626-ocr-575SpouseAIGRitu Ahuja 1895 Trust150001001American Intl Group, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-574SpouseBRK-BRitu Ahuja 1895 Trust150001001Berkshire Hathaway Inc. Class BCommon Stock$1,001 - $15,0002024-08-21buy12
house-8220626-ocr-573SpouseBLDRRitu Ahuja 1895 Trust150001001Builders FirstSource, Inc. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-572SpouseBLDRRitu Ahuja 1895 Trust150001001Builders FirstSource, Inc. CMNCommon Stock$1,001 - $15,0002024-08-07buy22
house-8220626-ocr-571SpouseIPRitu Ahuja 1895 Trust150001001International Paper Co. CMNCommon Stock$1,001 - $15,0002024-08-07buy22
house-8220626-ocr-570SpouseBRK-BRitu Ahuja 1895 Trust150001001Berkshire Hathaway Inc. Class BCommon Stock$1,001 - $15,0002024-08-21buy12
house-8220626-ocr-57DependentLULU—150001001LULULEMON ATHLETICA INC. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-569SpouseBLDRRitu Ahuja 1895 Trust150001001Builders FirstSource, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-568SpouseWMRitu Ahuja 1895 Trust150001001Waste Management Inc CMNCommon Stock$1,001 - $15,0002024-08-14buy17
house-8220626-ocr-567Spouse—Ritu Ahuja 1895 Trust150001001Bank of New York Mellon Corporation Hybrid Perpetual USDHybrid$1,001 - $15,0002024-08-01buy26
house-8220626-ocr-566SpouseAMZNRitu Ahuja 1895 Trust150001001Amazon.com Inc CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-565Spouse—Ritu Ahuja 1895 Trust150001001State Street Corporation Hybrid PerpetualHybrid$1,001 - $15,0002024-08-01buy26
house-8220626-ocr-564Spouse—Ritu Ahuja 1895 Trust150001001Wells Fargo & Company Hybrid PerpetualHybrid$1,001 - $15,0002024-08-01buy26
house-8220626-ocr-563SpouseBRK-BRitu Ahuja 1895 Trust150001001Berkshire Hathaway Inc. Class BCommon Stock$1,001 - $15,0002024-08-07buy22
house-8220626-ocr-562SpouseCNPRitu Ahuja 1895 Trust150001001CenterPoint Energy, Inc Hybrid 02/15/2055Hybrid$1,001 - $15,0002024-08-12buy19
house-8220626-ocr-561Spouse—Ritu Ahuja 1895 Trust150001001Duke Energy Corporation Hybrid 09/01/2054Hybrid$1,001 - $15,0002024-08-19buy14
house-8220626-ocr-560SpouseBBWI—150001001BATH & BODY WORKS, INC. CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-56DependentPANW—150001001PALO ALTO NETWORKS INC. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-559SpouseLW—150001001LAMB WESTON HOLDINGS, INC. CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-558SpouseULTA—150001001ULTA BEAUTY INC CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-557SpouseMRNA—150001001MODERNA, INC. CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-556SpouseROK—150001001ROCKWELL AUTOMATION INC CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-555SpouseUBER—150001001UBER TECHNOLOGIES, INC. CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-554SpouseTPR—150001001TAPESTRY, INC. CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-553SpouseALGN—150001001ALIGN TECHNOLOGY, INC CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-552SpouseCSGP—150001001COSTAR GROUP, INC. CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-551SpouseMCHP—150001001MICROCHIP TECHNOLOGY INCORPORA CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-550SpouseCRWD—150001001CROWDSTRIKE HOLDINGS, INC. CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-55DependentINTU—150001001INTUIT INC CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-549SpouseBALL—150001001BALL CORPORATION CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-548SpouseLYB—150001001LYONDELLBASELL INDUSTRIES N.V. CMN CLASS AStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-547SpouseTAP—150001001MOLSON COORS BEVERAGE CO CMN CLASS BStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-546SpouseLKQ—150001001LKQ CORPORATION CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-545SpouseON—150001001ON SEMICONDUCTOR CORPORATION CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-544Spouse——150001001AVANTOR FUNDING, INC. CMNStock$1,001 - $15,0002024-08-09sell20
house-8220626-ocr-543Spouse——150001001AVANTOR FUNDING, INC. CMNCMN$1,001 - $15,0002024-08-26sell9
house-8220626-ocr-542SpouseL—150001001LOEWS CORPORATION CMNCMN$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-541Spouse——150001001AVANTOR FUNDING, INC. CMNCMN$1,001 - $15,0002024-08-29sell6
house-8220626-ocr-540SpouseCINF—150001001CINCINNATI FINANCIAL CRP CMNCMN$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-54DependentACN—150001001ACCENTURE PLC CMN CLASS ACommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-539SpouseADM—150001001ARCHER-DANIELS-MIDLAND COMPANY CMNCMN$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-538SpouseDRI—150001001DARDEN RESTAURANTS, INC. CMNCMN$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-537SpouseWST—150001001WEST PHARMACEUTICAL SERVICES INCCMN$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-536SpouseDG—150001001DOLLAR GENERAL CORPORATION CMNCMN$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-535SpouseEW—150001001EDWARDS LIFESCIENCES CORPORATI CMNCMN$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-534SpouseDXCM—150001001DEXCOM, INC. CMNCMN$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-533Spouse——150001001INFINERA CORPORATION CMNCMN$1,001 - $15,0002024-08-09sell20
house-8220626-ocr-532SpouseALB—150001001ALBEMARLE CORP CMNCMN$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-531Spouse——150001001INFINERA CORPORATION CMNCMN$1,001 - $15,0002024-08-15sell16
house-8220626-ocr-530SpouseDLTR—150001001DOLLAR TREE STORES, INC. CMNCMN$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-53DependentSHW—150001001SHERWIN-WILLIAMS CO CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-529SpouseLRCX—150001001LAM RESEARCH CORPORATION CMNCMN$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-528SpouseAME—150001001AMETEK INC (NEW) CMNCMN$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-527SpouseCTVA—150001001CORTEVA, INC. CMNCMN$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-526SpouseMAR—150001001Marriott International, Inc CMN Class ACommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-525SpouseAMD—150001001Advanced Micro Devices, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-524SpouseBWA—150001001BorgWarner Inc. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-523SpouseEL—150001001Estee Lauder Cos Inc CL-A CMN Class ACommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-522SpouseGPN—150001001Global Payments Inc. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-521SpouseLULU—150001001Lululemon Athletica Inc. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-520SpouseSTZ—150001001Constellation Brands Inc CMN Class ACommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-52DependentKLAC—150001001KLA CORP CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-519Spouse——150001001Avantor Funding, Inc. CMNCommon Stock$1,001 - $15,0002024-08-13sell18
house-8220626-ocr-518SpouseCMG—150001001Chipotle Mexican Grill, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-517SpouseAMAT—150001001Applied Materials Inc CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-516SpouseFTNT—150001001Fortinet, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-515SpouseCME—150001001CME Group Inc. CMN Class ACommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-514SpouseGEN—150001001Gen Digital Inc CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-513SpouseGOOGL—150001001Alphabet Inc. CMN Class ACommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-512SpouseVZ—150001001Verizon Communications, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-511SpouseCHD—150001001Church & Dwight Co., Inc. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-510SpouseCTSH—150001001Cognizant Technology Solutions Corp Class ACommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-51DependentFCX—150001001Freeport-McMoran Inc CMNStock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-509SpouseMSFT—150001001MICROSOFT CORPORATION CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-508Spouse——150001001AVANTOR FUNDING, INC. CMNStock$1,001 - $15,0002024-08-28sell7
house-8220626-ocr-507SpouseDE—150001001DEERE & COMPANY CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-506SpouseJPM—150001001JPMORGAN CHASE & CO CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-505SpouseAMZN—150001001AMAZON.COM INC CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-504SpouseBKNG—150001001BOOKING HOLDINGS INC. CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-503SpouseUPS—150001001UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCKStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-502SpouseREGN—150001001REGENERON PHARMACEUTICAL INC CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-501SpouseNKE—150001001NIKE CLASS-B CMN CLASS BStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-500SpouseADP—150001001AUTOMATIC DATA PROCESSING INC CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-50DependentCSCO—150001001Cisco Systems, Inc. CMNStock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-5DependentAMT—150001001AMERICAN TOWER CORPORATION CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-499Spouse——5000015001VERTEX PHARMACEUTICALS INCORPO CMNStock$15,001 - $50,0002024-08-02sell25
house-8220626-ocr-498SpouseROP—5000015001ROPER TECHNOLOGIES INC CMNStock$15,001 - $50,0002024-08-02sell25
house-8220626-ocr-497SpouseIBM—5000015001INTL BUSINESS MACHINES CORP CMNStock$15,001 - $50,0002024-08-02sell25
house-8220626-ocr-496SpouseAMGN—5000015001AMGEN INC. CMNStock$15,001 - $50,0002024-08-02sell25
house-8220626-ocr-495SpouseXSP—150001001PUT/XSP @ 547 EXP 10/04/2024Option$1,001 - $15,0002024-08-26sell9
house-8220626-ocr-494SpouseXSP—150001001PUT/XSP @ 521 EXP 09/30/2024Option$1,001 - $15,0002024-08-14sell17
house-8220626-ocr-493SpouseXSP—150001001PUT/XSP @ 540 EXP 10/31/2024Option$1,001 - $15,0002024-08-30sell5
house-8220626-ocr-492SpouseXSP@ 543 EXP 10/18/2024150001001PUT/XSP @ 543 EXP 10/18/2024Option$1,001 - $15,0002024-08-20sell13
house-8220626-ocr-491SpouseXSP@ 490 EXP 10/18/2024150001001PUT/XSP @ 490 EXP 10/18/2024Option$1,001 - $15,0002024-08-08sell21
house-8220626-ocr-490SpouseXSP@ 485 EXP 10/31/2024150001001PUT/XSP @ 485 EXP 10/31/2024Option$1,001 - $15,0002024-08-08sell21
house-8220626-ocr-49DependentCME—150001001CME Group Inc. CMN Class AStock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-489SpouseVYX—150001001NCR Voyix Corp CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-488SpouseELAN—150001001Elanco Animal Health Incorpora CMNCommon Stock$1,001 - $15,0002024-08-09buy20
house-8220626-ocr-487SpouseCDNS—150001001Cadence Design Systems Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-486SpouseKVUE—150001001Kenvue Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-485SpousePOOL—150001001Pool Corp CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-484SpouseBIIB—150001001Biogen Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-483SpouseAVY—150001001Avery Dennison Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-482SpouseCDW—150001001CDW Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-481SpouseTTWO—150001001Take Two Interactive Software IncCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-480SpouseEA—150001001Electronic Arts CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-48DependentPGR—150001001The Progressive Corporation CMNStock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-479SpouseKKR—150001001KKR & Co. Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-478SpouseDLR—150001001Digital Realty Trust, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-477SpouseMU—150001001Micron Technology, Inc. CMNCommon Stock$1,001 - $15,0002024-08-06buy23
house-8220626-ocr-476Spouse——150001001Westinghouse Air Brake Technol CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-475SpouseCPRT—150001001Copart, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-474SpouseNOW—150001001ServiceNow Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-473SpouseDOW—150001001Dow Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-472SpouseETSY—150001001Etsy, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-471SpouseNXPI—150001001NXP Semiconductors N.V. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-470SpouseECL—150001001Ecolab Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-47DependentSBUX—150001001Starbucks Corp. CMNStock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-469SpouseAKAM—150001001Akamai Technologies, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-468SpouseIQV—150001001IQVIA Holdings Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-467SpouseLOW—150001001Lowes Companies Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-466Spouse——150001001Dun & Bradstreet Holdings, Inc CMNCommon Stock$1,001 - $15,0002024-08-28buy7
house-8220626-ocr-465SpouseFTV—150001001Fortive Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-464SpouseRL—150001001Ralph Lauren Corp CMN Class ACommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-463SpouseLVS—150001001Las Vegas Sands Corp. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-462SpouseINTU—150001001Intuit Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-461SpousePPG—150001001PPG Industries, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-460SpouseVTRS—150001001Viatris Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-46DependentTSLA—150001001Tesla, Inc. CMNStock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-459SpouseFCX—150001001Freeport-McMoran Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-458SpouseEBAY—150001001EBAY INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-457SpouseKHC—150001001THE KRAFT HEINZ CO CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-456SpouseCAH—150001001CARDINAL HEALTH, INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-455SpouseHAS—150001001HASBRO, INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-454SpouseCF—150001001CF INDUSTRIES HOLDINGS, INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-453SpousePTC—150001001PTC INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-452SpouseLEN—150001001LENNAR CORPORATION CMN CLASS ACommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-451SpouseCMCSA—150001001COMCAST CORPORATION CMN CLASS A VOTINGCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-450SpouseIR—150001001INGERSOLL RAND INC CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-45Dependent—Ahuja Khanna Children Irrevocable Trust150001001Morgan Stanley Finance LLC Linked to S&P 500 IndexStock$1,001 - $15,0002024-08-30buy5
house-8220626-ocr-449SpouseKDP—150001001KEURIG DR PEPPER INC CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-448SpouseVMC—150001001VULCAN MATERIALS CO CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-447SpouseVRSK—150001001VERISK ANALYTICS, INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-446Spouse——150001001D.R. HORTON, INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-445SpouseMSCI—150001001MSCI INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-444SpouseABNB—150001001AIRBNB, INC. CMN CLASS ACommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-443SpouseCNC—150001001CENTENE CORPORATION CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-442SpouseTMUS—150001001T-MOBILE US, INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-441Spouse——150001001Ansys, Inc. CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-440SpouseAZO—150001001Autozone, Inc. CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-44DependentPEPAhuja Khanna Children Irrevocable Trust5000015001Pepsico, Inc. CMNStock$15,001 - $50,0002024-08-05buy24
house-8220626-ocr-439SpouseV—150001001Visa Inc. CMN Class AStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-438SpouseMOH—150001001Molina Healthcare, Inc. CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-437Spouse——150001001Dun & Bradstreet Holdings, Inc CMNStock$1,001 - $15,0002024-08-19buy14
house-8220626-ocr-436Spouse——150001001Dun & Bradstreet Holdings, Inc CMNStock$1,001 - $15,0002024-08-21buy12
house-8220626-ocr-435SpouseVYX—150001001NCR Voyix Corp CMNStock$1,001 - $15,0002024-08-06buy23
house-8220626-ocr-434SpouseCOST—150001001Costco Wholesale Corporation CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-433SpouseDIS—150001001Walt Disney Company (The) CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-432Spouse——150001001Deckers Outdoors Corp CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-431SpouseVYX—150001001NCR Voyix Corp CMNStock$1,001 - $15,0002024-08-08buy21
house-8220626-ocr-430SpousePCAR—150001001Paccar Inc CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-43Dependent—Partial150001001Avantor Funding, Inc. CMNStock$1,001 - $15,0002024-08-13sell18
house-8220626-ocr-429SpouseC—150001001Citigroup Inc. CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-428Spouse——150001001Becton, Dickinson and Company CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-427SpouseNSC—150001001Norfolk Southern Corp CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-426SpouseCOR—150001001Cencora Inc CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-425SpouseKR—150001001Kroger Company CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-424SpouseMMM—1500010013M Company CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-423SpouseCL—150001001Colgate-Palmolive Co CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-422Spouse——150001001U.S. Bancorp CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-421SpouseINCY—150001001Incyte Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-420SpousePH—150001001Parker-Hannifin Corp. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-42Dependent—Partial150001001Avantor Funding, Inc. CMNStock$1,001 - $15,0002024-08-28sell7
house-8220626-ocr-419SpouseSBUX—150001001Starbucks Corp. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-418SpouseTXN—150001001Texas Instruments Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-417SpouseTMO—150001001Thermo Fisher Scientific Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-416SpouseMCK—150001001McKesson Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-415SpouseDHR—150001001Danaher Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-414SpouseJNJ—150001001Johnson & Johnson CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-413SpouseCI—150001001Cigna Group/The CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-412SpouseAXTA—150001001Axalta Coating Systems Ltd. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-411Spouse——150001001Dun & Bradstreet Holdings, Inc CMNCommon Stock$1,001 - $15,0002024-08-16buy15
house-8220626-ocr-410SpousePENN—150001001Penn Entertainment Inc CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-41Dependent—Partial150001001Avantor Funding, Inc. CMNStock$1,001 - $15,0002024-08-29sell6
house-8220626-ocr-409SpousePYPL—150001001PayPal Holdings, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-408SpouseSBUX—150001001Starbucks Corp. CMNCommon Stock$1,001 - $15,0002024-08-01buy26
house-8220626-ocr-407SpouseSBUX—150001001Starbucks Corp. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-406SpouseCSCO—150001001Cisco Systems, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-405SpouseMDLZ—150001001Mondelez International, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-404SpouseBRK-B—150001001Berkshire Hathaway Inc. Class BCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-403SpouseINTC—150001001Intel Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-402SpouseCRM—150001001Salesforce Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-401SpouseSBUX—150001001Starbucks Corp. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-400Spouse——150001001MC Donalds Corp CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-40DependentGOOGLPartial150001001Alphabet Inc. CMN Class AStock$1,001 - $15,0002024-08-06sell23
house-8220626-ocr-4DependentBRK-B—150001001BERKSHIRE HATHAWAY INC. CLASS BStock$1,001 - $15,0002024-08-07buy22
house-8220626-ocr-399SpouseMA—150001001Mastercard Incorporated CMN Class ACommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-398SpouseMRK—150001001Merck & Co., Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-397SpouseABBV—150001001AbbVie Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-396SpousePEP—5000015001Pepsico, Inc. CMNCommon Stock$15,001 - $50,0002024-08-02buy25
house-8220626-ocr-395SpouseACN—5000015001Accenture PLC CMN Class ACommon Stock$15,001 - $50,0002024-08-02buy25
house-8220626-ocr-394SpouseMU—5000015001Micron Technology, Inc. CMNCommon Stock$15,001 - $50,0002024-08-05buy24
house-8220626-ocr-393Spouse——250000100001UBS AG Linked to S&P 500 IndexStock$100,001 - $250,0002024-08-30buy5
house-8220626-ocr-392SpouseUAL—150001001United Airlines Holdings Inc CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-391SpouseULTA—150001001ULTA BEAUTY INC CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-390SpouseALGN—150001001ALIGN TECHNOLOGY, INC CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-39Dependent—Partial150001001N V R Inc CMNStock$1,001 - $15,0002024-08-22sell11
house-8220626-ocr-389SpouseMRNA—150001001MODERNA, INC. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-388SpouseLVS—150001001LAS VEGAS SANDS CORP. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-387SpouseLKQ—150001001LKQ CORPORATION CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-386SpouseABNB—150001001AIRBNB, INC. CMN CLASS ACommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-385SpouseCSGP—150001001COSTAR GROUP, INC. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-384SpouseMGM—150001001MGM RESORTS INTERNATIONAL CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-383SpouseUBER—150001001UBER TECHNOLOGIES, INC. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-382SpouseFTV—150001001FORTIVE CORPORATION CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-381SpouseBAX—150001001BAXTER INTERNATIONAL INC CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-380Spouse——150001001DAYFORCE INC CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-38DependentPFE—150001001Pfizer Inc. CMNStock$1,001 - $15,0002024-08-27buy8
house-8220626-ocr-379SpouseODFL—150001001OLD DOMINION FREIGHT LINE, INC CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-378SpousePAYC—150001001PAYCOM SOFTWARE, INC. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-377SpouseGPC—150001001GENUINE PARTS CO. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-376SpouseROK—150001001ROCKWELL AUTOMATION INC CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-375SpouseMCHP—150001001MICROCHIP TECHNOLOGY INCORPORA CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-374SpouseTPR—150001001Tapestry, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-373SpouseENPH—150001001Enphase Energy, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-372SpouseKR—150001001Kroger Company CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-371SpouseTROW—150001001T. Rowe Price Group, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-370SpouseWBD—150001001Warner Bros Discovery Inc CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-37DependentLH—150001001Labcorp Holdings Inc CMNStock$1,001 - $15,0002024-08-27buy8
house-8220626-ocr-369Spouse——150001001Paramount Global CMN Class BCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-368SpouseCMCSA—150001001Comcast Corporation CMN Class A VotingCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-367SpouseGIS—150001001General Mills Inc CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-366Spouse—Partial150001001Charles Riv Labs Intl Inc CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-365SpouseLULU—150001001Lululemon Athletica Inc. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-364SpouseCFPartial150001001CF Industries Holdings, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-363SpouseCINFPartial150001001Cincinnati Financial CRP CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-362SpouseMU—150001001Micron Technology, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-361Spouse—Partial150001001Avantor Funding, Inc. CMNCommon Stock$1,001 - $15,0002024-08-13sell18
house-8220626-ocr-360SpouseLPartial150001001Loews Corporation CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-36DependentBRK-B—150001001Berkshire Hathaway Inc. Class BStock$1,001 - $15,0002024-08-07buy22
house-8220626-ocr-359Spouse—Partial150001001Avantor Funding, Inc. CMNCommon Stock$1,001 - $15,0002024-08-26sell9
house-8220626-ocr-358SpouseSPGPartial150001001Simon Property Group Inc CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-357SpousePH—150001001PARKER-HANNIFIN CORP. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-356SpouseELVPartial Transaction150001001ELEVANCE HEALTH INC CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-355SpousePANWPartial Transaction150001001PALO ALTO NETWORKS INC. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-354SpouseCOFPartial Transaction150001001CAPITAL ONE FINANCIAL CORP CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-353SpouseLNC—150001001LINCOLN NATL.CORP.INC. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-352SpouseEW—150001001EDWARDS LIFESCIENCES CORPORATI CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-351SpouseSMCI—150001001SUPER MICRO COMPUTER, INC. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-350SpouseDXCM—150001001DEXCOM, INC. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-35DependentPENN—150001001Penn Entertainment Inc CMNStock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-349SpouseIP—150001001INTERNATIONAL PAPER CO. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-348SpouseAME—150001001AMETEK INC (NEW) CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-347SpouseEL—150001001ESTEE LAUDER COS INC CL-A CMN CLASS ACommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-346SpouseAMD—150001001ADVANCED MICRO DEVICES, INC. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-345Spouse—Partial Transaction150001001AVANTOR FUNDING, INC. CMNCommon Stock$1,001 - $15,0002024-08-29sell6
house-8220626-ocr-344SpouseDRI—150001001DARDEN RESTAURANTS, INC. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-343SpouseFPartial Transaction150001001FORD MOTOR COMPANY CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-342SpouseGEN—150001001GEN DIGITAL INC CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-341SpouseCTVA—150001001CORTEVA, INC. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-340SpouseCME—150001001CME GROUP INC. CMN CLASS ACommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-34DependentPEPAhuja Grandchildren's Education Trust150001001Pepsico, Inc. CMNStock$1,001 - $15,0002024-08-27buy8
house-8220626-ocr-339Spouse——150001001COMERICA INCORPORATED CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-338SpouseSTZ—150001001CONSTELLATION BRANDS INC CMN CLASS ACommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-337SpouseVZPartial Transaction150001001VERIZON COMMUNICATIONS, INC. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-336SpouseCHD—150001001CHURCH & DWIGHT CO., INC. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-335SpouseCTSH—150001001COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS ACommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-334SpouseMDLZPartial Transaction150001001MONDELEZ INTERNATIONAL, INC. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-333Spouse——150001001ANSYS, INC. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-332Spouse—Partial Transaction150001001AVANTOR FUNDING, INC. CMNCommon Stock$1,001 - $15,0002024-08-28sell7
house-8220626-ocr-331SpouseCMG—150001001CHIPOTLE MEXICAN GRILL, INC. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-330Spouse—Partial Transaction150001001INFINERA CORPORATION CMNCommon Stock$1,001 - $15,0002024-08-15sell16
house-8220626-ocr-33DependentMUAhuja Grandchildren's Education Trust150001001Micron Technology, Inc. CMNStock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-329SpouseDEPartial Transaction150001001DEERE & COMPANY CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-328SpouseJPMPartial Transaction150001001JPMORGAN CHASE & CO CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-327SpouseDISPartial Transaction150001001WALT DISNEY COMPANY (THE) CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-326SpouseCDNS—150001001CADENCE DESIGN SYSTEMS INC CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-325SpouseINTC—150001001INTEL CORPORATION CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-324SpouseSNPS—150001001SYNOPSYS INC. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-323Spouse——150001001NASSAU CNTY N Y GO 5% 10/01/24 AOMunicipal Bond$1,001 - $15,0002024-08-19sell14
house-8220626-ocr-322SpouseDG—150001001DOLLAR GENERAL CORPORATION CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-321SpouseREGN—150001001REGENERON PHARMACEUTICAL INC CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-320Spouse——150001001SMURFIT WESTROCK PUBLIC LIMITE CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-32DependentSBUXAhuja Grandchildren's Education Trust150001001Starbucks Corp. CMNStock$1,001 - $15,0002024-08-01buy26
house-8220626-ocr-319SpouseMSFT—150001001MICROSOFT CORPORATION CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-318Spouse——150001001AVANTOR FUNDING, INC. CMNCommon Stock$1,001 - $15,0002024-08-09sell20
house-8220626-ocr-317SpouseSBUX—150001001STARBUCKS CORP. CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-316SpousePNC—150001001PNC FINANCIAL SERVICES GROUP, CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-315Spouse——150001001VERTEX PHARMACEUTICALS INCORPO CMNCommon Stock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-314SpouseCRM—5000015001SALESFORCE INC CMNCommon Stock$15,001 - $50,0002024-08-02sell25
house-8220626-ocr-313SpouseMRK—5000015001MERCK & CO., INC. CMNCommon Stock$15,001 - $50,0002024-08-02sell25
house-8220626-ocr-312SpouseCVS—5000015001CVS HEALTH CORP CMNCommon Stock$15,001 - $50,0002024-08-02sell25
house-8220626-ocr-311Spouse——5000015001U.S. BANCORP CMNCommon Stock$15,001 - $50,0002024-08-02sell25
house-8220626-ocr-310SpouseTSLA—5000015001TESLA, INC. CMNCommon Stock$15,001 - $50,0002024-08-02sell25
house-8220626-ocr-31DependentMSFT—150001001Microsoft Corporation CMNStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-309SpouseCI—5000015001CIGNA GROUP/THE CMNCommon Stock$15,001 - $50,0002024-08-02sell25
house-8220626-ocr-308SpouseROP—5000015001ROPER TECHNOLOGIES INC CMNCommon Stock$15,001 - $50,0002024-08-02sell25
house-8220626-ocr-307SpouseNVDA—5000015001NVIDIA CORPORATION CMNCommon Stock$15,001 - $50,0002024-08-02sell25
house-8220626-ocr-306SpouseBXP—5000015001BXP INC COMMON STOCKCommon Stock$15,001 - $50,0002024-08-02sell25
house-8220626-ocr-305SpouseIBM—5000015001INTL BUSINESS MACHINES CORP CMNCommon Stock$15,001 - $50,0002024-08-02sell25
house-8220626-ocr-304SpouseAMGN—5000015001AMGEN INC. CMNCommon Stock$15,001 - $50,0002024-08-02sell25
house-8220626-ocr-303SpouseAMZNPartial Sale10000050001AMAZON.COM INC CMNCommon Stock$50,001 - $100,0002024-08-02sell25
house-8220626-ocr-302SpouseELAN—150001001ELANCO ANIMAL HEALTH INCORPORA CMNCommon Stock$1,001 - $15,0002024-08-09buy20
house-8220626-ocr-301SpousePLD—150001001PROLOGIS INC CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-300SpouseWAT—150001001WATERS CORPORATION COMMON STOCKCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-30DependentGOOGL—150001001Alphabet Inc. CMN Class AStock$1,001 - $15,0002024-08-02sell25
house-8220626-ocr-3Dependent——150001001MORGAN STANLEY FINANCE LLC LINKED TO S&P 500 INDEXStock$1,001 - $15,0002024-08-30buy5
house-8220626-ocr-299SpousePOOL—150001001POOL CORP CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-298SpouseMA—150001001MASTERCARD INCORPORATED CMN CLASS ACommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-297SpouseBIIB—150001001BIOGEN INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-296SpouseADM—150001001ARCHER-DANIELS-MIDLAND COMPANY CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-295SpouseDOW—150001001DOW INC CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-294SpouseCDW—150001001CDW CORPORATION CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-293SpouseAVB—150001001AVALONBAY COMMUNITIES INC CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-292SpouseIRM—150001001IRON MOUNTAIN INCORPORATED CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-291SpouseAIG—150001001AMERICAN INTL GROUP, INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-290SpouseCLX—150001001CLOROX CO (THE) (DELAWARE) CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-29DependentHON—150001001Honeywell Intl Inc CMNStock$1,001 - $15,0002024-08-13sell18
house-8220626-ocr-289SpouseKKR—150001001KKR & Co. Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-288SpouseALB—150001001Albemarle Corp CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-287SpouseAWK—150001001American Water Works Co, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-286SpouseFOXA—150001001Fox Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-285SpouseKEY—150001001KeyCorp CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-284SpouseEBAY—150001001eBay Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-283Spouse——150001001Mid-America APT CMNTYS Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-282SpouseWEC—150001001WEC Energy Group, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-281SpouseWELL—150001001Welltower, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-280SpouseINCY—150001001Incyte Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-28DependentHON—150001001Honeywell Intl Inc CMNStock$1,001 - $15,0002024-08-14sell17
house-8220626-ocr-279SpouseBALL—150001001Ball Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-278SpouseHST—150001001Host Hotels & Resorts Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-277Spouse——150001001Brown Forman Corp CL B CMN Class BCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-276SpouseLW—150001001Lamb Weston Holdings, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-275SpouseCCL—150001001Carnival Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-274Spouse——150001001Walgreens Boots Alliance, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-273SpouseSBAC—150001001SBA Communications Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-272SpousePPL—150001001PPL CORPORATION CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-271SpouseHRL—150001001HORMEL FOODS CORPORATION CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-270SpouseCNP—150001001CENTERPOINT ENERGY, INC CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-27DependentHON—150001001Honeywell Intl Inc CMNStock$1,001 - $15,0002024-08-16sell15
house-8220626-ocr-269Spouse——150001001KIMCO REALTY OP, LLC CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-268SpouseFCX—150001001FREEPORT-MCMORAN INC CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-267SpouseNCLH—150001001NORWEGIAN CRUISE LINE HLDG LTD CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-266SpouseEXPE—150001001EXPEDIA GROUP INC CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-265SpouseVTRS—150001001VIATRIS INC CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-264SpouseCZR—150001001CAESARS ENTERTAINMENT INC CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-263SpouseBBWI—150001001BATH & BODY WORKS, INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-262SpouseMOS—150001001MOSAIC COMPANY (THE) CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-261SpouseKHC—150001001THE KRAFT HEINZ CO CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-260SpouseFE—150001001FIRSTENERGY CORP. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-26DependentHON—150001001Honeywell Intl Inc CMNStock$1,001 - $15,0002024-08-15sell16
house-8220626-ocr-259SpouseES—150001001EVERSOURCE ENERGY CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-258SpouseC—150001001CITIGROUP INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-257SpouseLYB—150001001LYONDELLBASELL INDUSTRIES N.V. CMN CLASS ACommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-256SpouseLH—150001001LABCORP HOLDINGS INC CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-255SpouseVICI—150001001Vici Properties Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-254SpouseAKAM—150001001Akamai Technologies, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-253SpouseFITB—150001001Fifth Third Bancorp CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-252SpouseETSY—150001001Etsy, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-251SpouseON—150001001ON Semiconductor Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-250SpouseXEL—150001001Xcel Energy Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-25DependentHON—150001001Honeywell Intl Inc CMNStock$1,001 - $15,0002024-08-06sell23
house-8220626-ocr-249Spouse——150001001Dun & Bradstreet Holdings, Inc CMNCommon Stock$1,001 - $15,0002024-08-28buy7
house-8220626-ocr-248SpouseWMT—150001001Walmart Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-247SpouseBG—150001001Bunge Global SA CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-246SpouseCOR—150001001Cencora Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-245SpouseAFL—150001001Aflac Incorporated CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-244SpouseCAH—150001001Cardinal Health, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-243SpouseAEP—150001001American Electric Power Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-242SpouseATO—150001001Atmos Energy Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-241SpouseCE—150001001Celanese Corporation Common StockCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-240SpouseVMC—150001001Vulcan Materials Co CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-24DependentSBAC—150001001SBA Communications Corporation CMNStock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-239SpouseAMAT—150001001Applied Materials Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-238SpouseCPAY—150001001CORPAY INC CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-237SpouseTXN—150001001TEXAS INSTRUMENTS INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-236SpouseMLM—150001001MARTIN MARIETTA MATERIALS, INC CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-235SpouseCMI—150001001CUMMINS INC COMMON STOCKCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-234SpouseDLTR—150001001DOLLAR TREE STORES, INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-233SpouseWST—150001001WEST PHARMACEUTICAL SERVICES INCCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-232SpouseINTU—150001001INTUIT INC CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-231SpouseMCK—150001001MCKESSON CORPORATION CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-230SpouseURI—150001001UNITED RENTALS, INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-23DependentALL—150001001Allstate Corporation Common StockStock$1,001 - $15,0002024-08-07sell22
house-8220626-ocr-229SpouseFTNT—150001001FORTINET, INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-228SpouseDHR—150001001DANAHER CORPORATION CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-227SpouseEPAM—150001001EPAM SYSTEMS, INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-226SpouseCRWD—150001001CROWDSTRIKE HOLDINGS, INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-225SpouseIR—150001001INGERSOLL RAND INC CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-224SpouseCBRE—150001001CBRE GROUP, INC. CMN CLASS ACommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-223SpouseHAS—150001001HASBRO, INC. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-222SpouseCARR—150001001CARRIER GLOBAL CORPORATION CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-221SpouseD—150001001Dominion Energy Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-220Spouse——150001001Healthpeak OP, LLC CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-22DependentGOOGL—150001001Alphabet Inc. CMN Class AStock$1,001 - $15,0002024-08-06sell23
house-8220626-ocr-219SpouseDUK—150001001Duke Energy Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-218SpouseKDP—150001001Keurig Dr Pepper Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-217Spouse——150001001P G & E Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-216SpouseBWA—150001001BorgWarner Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-215SpouseAES—150001001AES Corp. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-214SpouseEXC—150001001Exelon Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-213SpousePCAR—150001001Paccar Inc CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-212SpousePEG—150001001Public-Svc Enterprise Group Holding CoCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-211SpouseCNC—150001001Centene Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-210SpouseGPN—150001001Global Payments Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-21Dependent——150001001N V R Inc CMNStock$1,001 - $15,0002024-08-22sell11
house-8220626-ocr-209SpouseETR—150001001Entergy Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-208SpouseSPGI—150001001S&P Global Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-207SpouseNSC—150001001Norfolk Southern Corp CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-206SpouseAPTV—150001001Aptiv PLC CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-205SpouseEIX—150001001Edison International CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-204SpouseMMM—1500010013M Company CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-203SpouseCEG—150001001Constellation Energy Corp CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-202SpousePTC—150001001PTC Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-201SpouseMOH—150001001Molina Healthcare, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-200SpouseMSCI—150001001MSCI Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-20DependentGOOGL—150001001Alphabet Inc. CMN Class AStock$1,001 - $15,0002024-08-06sell23
house-8220626-ocr-2Dependent——5000015001UNITEDHEALTH GROUP INCORPORATE CMNStock$15,001 - $50,0002024-08-02buy25
house-8220626-ocr-199SpouseSO—150001001The Southern Co. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-198SpouseDLR—150001001Digital Realty Trust, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-197SpousePENN—150001001Penn Entertainment Inc CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-196SpouseCCI—150001001Crown Castle Intl Corp CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-195SpouseCMS—150001001CMS Energy Corporation CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-194Spouse——150001001Dun & Bradstreet Holdings, Inc CMNCommon Stock$1,001 - $15,0002024-08-21buy12
house-8220626-ocr-193Spouse——150001001Dun & Bradstreet Holdings, Inc CMNCommon Stock$1,001 - $15,0002024-08-16buy15
house-8220626-ocr-192Spouse——150001001Becton, Dickinson and Company CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-191SpouseCHTR—150001001Charter Communications, Inc. CMNCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-190SpouseUPS—150001001United Parcel Service, Inc. Class B Common StockCommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-19DependentNVDA—5000015001NVIDIA Corporation CMNStock$15,001 - $50,0002024-08-02sell25
house-8220626-ocr-189SpouseMAR—150001001Marriott International, Inc CMN Class ACommon Stock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-188SpouseDIS—150001001Walt Disney Company (The) CMNCommon Stock$1,001 - $15,0002024-08-21buy12
house-8220626-ocr-187SpouseADSK—150001001AUTODESK, INC. CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-186SpouseABBV—150001001ABBVIE INC CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-185Spouse——150001001SEMPRA ENERGY CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-184SpouseDTE—150001001DTE ENERGY COMPANY CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-183SpouseCOST—150001001COSTCO WHOLESALE CORPORATION CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-182SpouseHON—150001001HONEYWELL INTL INC CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-181SpouseVYX—150001001NCR VOYIX CORP CMNStock$1,001 - $15,0002024-08-21buy12
house-8220626-ocr-180SpouseCSCO—150001001CISCO SYSTEMS, INC. CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-18DependentCVS—5000015001CVS Health Corp CMNStock$15,001 - $50,0002024-08-02sell25
house-8220626-ocr-179SpouseGILD—150001001GILEAD SCIENCES CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-178SpouseBKNG—150001001BOOKING HOLDINGS INC. CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-177SpouseNKE—150001001NIKE CLASS-B CMN CLASS BStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-176SpouseORCL—150001001ORACLE CORPORATION CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-175SpouseMU—5000015001MICRON TECHNOLOGY, INC. CMNStock$15,001 - $50,0002024-08-05buy24
house-8220626-ocr-174SpouseNEE—5000015001NEXTERA ENERGY, INC. CMNStock$15,001 - $50,0002024-08-02buy25
house-8220626-ocr-173SpouseBAC—5000015001BANK OF AMERICA CORP CMNStock$15,001 - $50,0002024-08-02buy25
house-8220626-ocr-172Spouse——5000015001MC DONALDS CORP CMNStock$15,001 - $50,0002024-08-02buy25
house-8220626-ocr-171Spouse——5000015001DISTRICT COLUMBIA WTR & SWR REV 5% 10/01/31 AOStock$15,001 - $50,0002024-08-20buy13
house-8220626-ocr-170SpouseADBERitu Ahuja Declaration of Trust5000015001ADOBE INC CMNCommon Stock$15,001 - $50,0002024-08-02buy25
house-8220626-ocr-17DependentAAPL—150001001CALL/AAPL FLEX EURO PM 210 EXP 08/02/2024Options$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-169SpouseHDRitu Ahuja Declaration of Trust5000015001THE HOME DEPOT, INC. CMNCommon Stock$15,001 - $50,0002024-08-02buy25
house-8220626-ocr-168Spouse—Ritu Ahuja Declaration of Trust5000015001MORGAN STANLEY FINANCE LLC LINKED TO S&P 500 INDEXStock$15,001 - $50,0002024-08-30buy5
house-8220626-ocr-167SpouseJNJRitu Ahuja Declaration of Trust5000015001JOHNSON & JOHNSON CMNCommon Stock$15,001 - $50,0002024-08-02buy25
house-8220626-ocr-166Spouse—Ritu Ahuja Declaration of Trust10000050001UBS AG LINKED TO S&P 500 INDEXStock$50,001 - $100,0002024-08-15buy16
house-8220626-ocr-165DependentALGN—150001001ALIGN TECHNOLOGY, INC CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-164DependentHST—150001001HOST HOTELS & RESORTS INC CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-163DependentCCL—150001001CARNIVAL CORPORATION CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-162DependentAME—150001001AMETEK INC (NEW) CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-161DependentTER—150001001TERADYNE INC CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-160Dependent——150001001DOLLAR TREE STORES, INC. CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-16DependentBRK-B—150001001BERKSHIRE HATHAWAY INC. CLASS BStock$1,001 - $15,0002024-08-21buy12
house-8220626-ocr-159DependentROKPartial Transaction150001001ROCKWELL AUTOMATION INC CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-158DependentLUV—150001001SOUTHWEST AIRLINES CO CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-157DependentTAP—150001001MOLSON COORS BEVERAGE CO CMN CLASS BCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-156DependentLKQ—150001001LKQ CORPORATION CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-155DependentTROW—150001001T. ROWE PRICE GROUP, INC. CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-154DependentCMNPartial Transaction150001001ARCHER-DANIELS-MIDLAND COMPANY CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-153DependentPRU—150001001Prudential Financial Inc CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-152DependentPCAR—150001001Paccar Inc CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-151DependentLYB—150001001LyondellBasell Industries N.V. CMN Class ACommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-150DependentTTWO—150001001Take Two Interactive Software IncCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-15DependentBLDR—150001001BUILDERS FIRSTSOURCE, INC. CMNStock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-149DependentARE—150001001Alexandria Real Estate Equities, Inc.Common Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-148DependentACGL—150001001Arch Capital Group Ltd. CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-147DependentDLR—150001001Digital Realty Trust, Inc. CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-146Dependent——150001001ANSYS, Inc. CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-145DependentBIIB—150001001Biogen Inc. CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-144DependentQCOM—150001001Qualcomm Inc CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-143DependentNUE—150001001Nucor Corporation CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-142DependentDIS—150001001Walt Disney Company (The) CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-141DependentDXCM—150001001Dexcom, Inc. CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-140DependentCTAS—150001001Cintas Corporation CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-14DependentBLDR—150001001BUILDERS FIRSTSOURCE, INC. CMNStock$1,001 - $15,0002024-08-07buy22
house-8220626-ocr-139DependentMGM—150001001MGM Resorts International CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-138DependentBLK—150001001Blackrock, Inc. CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-137DependentEW—150001001Edwards Lifesciences Corporation CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-136DependentCRWD—150001001CrowdStrike Holdings, Inc. CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-135DependentSTZ—150001001Constellation Brands Inc CMN Class ACommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-134DependentSTLD—150001001Steel Dynamics, Inc. CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-133DependentABNBPartial Transaction150001001Airbnb, Inc. CMN Class ACommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-132DependentBEN—150001001Franklin Resources Inc CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-131DependentKVUE—150001001Kenvue Inc. CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-130DependentHPEPartial Transaction150001001Hewlett Packard Enterprise Co CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-13DependentBRK-B—150001001BERKSHIRE HATHAWAY INC. CLASS BStock$1,001 - $15,0002024-08-21buy12
house-8220626-ocr-129DependentUBERPartial Transaction150001001Uber Technologies, Inc. CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-128DependentFPartial Transaction150001001Ford Motor Company CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-127DependentTFCCapital Gains Exceed $200; Partial Transaction150001001Truist Financial Corporation CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-126DependentADIPartial Transaction150001001Analog Devices, Inc. CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-125DependentCRMCapital Gains Exceed $200; Partial Transaction150001001Salesforce Inc CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-124DependentPFGPartial Transaction150001001Principal Financial Group, Inc. CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-123DependentZBH—150001001Zimmer Biomet Holdings IncCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-122DependentFTV—150001001Fortive Corporation CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-121DependentSNPS—150001001Synopsys Inc. CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-120DependentINTC—150001001Intel Corporation CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-12DependentIP—150001001INTERNATIONAL PAPER CO. CMNStock$1,001 - $15,0002024-08-07buy22
house-8220626-ocr-119DependentMSPartial Transaction150001001Morgan Stanley CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-118DependentCDNSCapital Gains Based $200; Partial Transaction150001001Cadence Design Systems Inc CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-117DependentUPS—150001001United Parcel Service, Inc. Class B Common StockCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-116DependentNKEPartial Transaction150001001Nike Class-B CMN Class BCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-115DependentSCHW—150001001Charles Schwab Corporation CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-114DependentADBEPartial Transaction150001001Adobe Inc CMNCommon Stock$1,001 - $15,0002024-08-05sell24
house-8220626-ocr-113DependentLRCXCapital Gains Based $2005000015001Lam Research Corporation CMNCommon Stock$15,001 - $50,0002024-08-05sell24
house-8220626-ocr-112DependentMRKCapital Gains Based $200; Partial Transaction5000015001Merck & Co., Inc. CMNCommon Stock$15,001 - $50,0002024-08-05sell24
house-8220626-ocr-111DependentABBV—150001001AbbVie Inc CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-110DependentMETA—150001001Meta Platforms Inc-Class A CMN Class ACommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-11DependentWM—150001001WASTE MANAGEMENT INC CMNStock$1,001 - $15,0002024-08-07buy22
house-8220626-ocr-109DependentSBAC—150001001SBA Communications Corporation CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-108DependentAMD—150001001Advanced Micro Devices, Inc. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-107DependentNDSN—150001001Nordson Corporation CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-106DependentKEYS—150001001Keysight Technologies, Inc. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-105DependentALB—150001001Albemarle Corp CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-104DependentWYNN—150001001Wynn Resorts, Limited CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-103DependentNEM—150001001Newmont Corp CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-102DependentMSCI—150001001MSCI Inc. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-101DependentVRSK—150001001Verisk Analytics, Inc. CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-100DependentBMY—150001001Bristol-Myers Squibb Company CMNCommon Stock$1,001 - $15,0002024-08-05buy24
house-8220626-ocr-10DependentBLDR—150001001BUILDERS FIRSTSOURCE, INC. CMNStock$1,001 - $15,0002024-08-02buy25
house-8220626-ocr-1Dependent——250000100001UBS AG LINKED TO S&P 500 INDEXStock$100,001 - $250,0002024-08-15buy16

Original filing document