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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 355 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.

2024-10-14 · buyCHARLES SCHWAB CORPORATION CMN — $1,001 - $15,000
2024-10-14 · buyMONSTER BEVERAGE CORPORATION CMN — $1,001 - $15,000
2024-10-14 · buyTAKE TWO INTERACTIVE SOFTWARE INC — $1,001 - $15,000
2024-10-14 · buyCROWDSTRIKE HOLDINGS, INC. CMN — $1,001 - $15,000
2024-10-14 · buyVICI PROPERTIES INC. CMN — $1,001 - $15,000
2024-10-14 · buyDELTA AIR LINES, INC. CMN — $1,001 - $15,000
2024-10-14 · buyZIMMER BIOMET HOLDINGS INC — $1,001 - $15,000
2024-10-14 · buyWELLTOWER, INC. CMN — $1,001 - $15,000
2024-10-14 · buyPPG INDUSTRIES, INC. CMN — $1,001 - $15,000
2024-10-14 · buyPARKER-HANNIFIN CORP. CMN — $1,001 - $15,000
2024-10-21 · buyBerkshire Hathaway Inc. Class B — $1,001 - $15,000
2024-10-14 · buyPACCAR INC CMN — $1,001 - $15,000
2024-10-14 · buyT. ROWE PRICE GROUP, INC. CMN — $1,001 - $15,000
2024-10-14 · buyNASDAQ INC. CMN — $1,001 - $15,000
2024-10-14 · buyKKR & CO. INC. CMN — $1,001 - $15,000
2024-10-14 · buyCINCINNATI FINANCIAL CRP CMN — $1,001 - $15,000
2024-10-14 · buySTERIS PUBLIC LIMITED COMPANY CMN — $1,001 - $15,000
2024-10-14 · buyMORGAN STANLEY CMN — $1,001 - $15,000
2024-10-14 · buyCIGNA GROUP/THE CMN — $1,001 - $15,000
2024-10-14 · buyTHE TRAVELERS COMPANIES, INC CMN — $1,001 - $15,000
2024-10-14 · buySTRYKER CORPORATION CMN — $1,001 - $15,000
2024-10-09 · buyFerguson Enterprises Inc CMN — $1,001 - $15,000
2024-10-14 · buyEVEREST GROUP LTD CMN — $1,001 - $15,000
2024-10-14 · buyUBER TECHNOLOGIES, INC. CMN — $1,001 - $15,000
2024-10-14 · buyABBVIE INC CMN — $1,001 - $15,000
2024-10-14 · buyTHERMO FISHER SCIENTIFIC INC CMN — $1,001 - $15,000
2024-10-14 · buyMARTIN MARIETTA MATERIALS, INC CMN — $1,001 - $15,000
2024-10-14 · buyEDWARDS LIFESCIENCES CORPORATI CMN — $1,001 - $15,000
2024-10-14 · buyWALMART INC CMN — $1,001 - $15,000
2024-10-14 · buyAGILENT TECHNOLOGIES, INC. CMN — $1,001 - $15,000
2024-10-14 · buyCENTENE CORPORATION CMN — $1,001 - $15,000
2024-10-14 · buyKENVUE INC. CMN — $1,001 - $15,000
2024-10-15 · buySysco Corporation CMN — $1,001 - $15,000
2024-10-14 · buyTHE BANK OF NY MELLON CORP CMN — $1,001 - $15,000
2024-10-14 · buyFASTENAL COMPANY CMN — $1,001 - $15,000
2024-10-14 · buyAmerican Int'l Group, Inc. CMN — $1,001 - $15,000
2024-10-14 · buyPrudential Financial Inc CMN — $1,001 - $15,000
2024-10-14 · buyDigital Realty Trust, Inc. CMN — $1,001 - $15,000
2024-10-14 · buyUnited Parcel Service, Inc. Class B Common Stock — $1,001 - $15,000
2024-10-14 · buyAmetek Inc (New) CMN — $1,001 - $15,000
2024-10-14 · buyThe Progressive Corporation CMN — $1,001 - $15,000
2024-10-14 · buyPalantir Technologies Inc. CMN — $1,001 - $15,000
2024-10-14 · buyMondelez International, Inc. CMN — $1,001 - $15,000
2024-10-04 · buyNike Class-B CMN Class B — $1,001 - $15,000
2024-10-14 · buyAmgen Inc. CMN — $1,001 - $15,000
2024-10-14 · buyMerck & Co., Inc. CMN — $1,001 - $15,000
2024-10-14 · buyMastercard Incorporated CMN Class A — $1,001 - $15,000
2024-10-14 · buyPepsico, Inc. CMN — $1,001 - $15,000
2024-10-14 · buyCadence Design Systems Inc CMN — $1,001 - $15,000
2024-10-14 · buyVerizon Communications, Inc. CMN — $15,001 - $50,000
2024-10-14 · buySalesforce Inc CMN — $15,001 - $50,000
2024-10-14 · buyApple Inc. CMN — $15,001 - $50,000
2024-10-10 · buyCanadian Imperial Bank of Comm Linked to S&P 500 Index — $15,001 - $50,000
2024-10-31 · buyBARCLAYS BANK PLC LINKED TO S&P 500 INDEX — $50,001 - $100,000
2024-10-04 · buyApple Inc. CMN — $1,001 - $15,000
2024-10-18 · sellEXTRA SPACE STORAGE INC. CMN — $1,001 - $15,000
2024-10-16 · sellCARTER'S, INC. CMN — $1,001 - $15,000
2024-10-30 · sellNASDAQ INC. CMN — $1,001 - $15,000
2024-10-15 · sellPARKER-HANNIFIN CORP. CMN — $1,001 - $15,000
2024-10-11 · buyNCR VOYIX CORP CMN — $1,001 - $15,000
…295 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 id8220674
chamberhouse
report urlhttps://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/8220674.pdf
bioguide idK000389
data sourceHOUSE_CLERK_PTR
member lastKhanna
member nameRohit Khanna
member firstRohit
state districtCA17
disclosure date2024-11-08
extraction methodvision_ocr

Each transaction (355)

idownertickercommentamount maxamount minasset nameasset typeamount rangetransaction datetransaction typereporting lag days
house-8220674-ocr-99DependentSCHW—150001001CHARLES SCHWAB CORPORATION CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-98DependentMNST—150001001MONSTER BEVERAGE CORPORATION CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-97DependentTTWO—150001001TAKE TWO INTERACTIVE SOFTWARE INCStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-96DependentCRWD—150001001CROWDSTRIKE HOLDINGS, INC. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-95DependentVICI—150001001VICI PROPERTIES INC. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-94DependentDAL—150001001DELTA AIR LINES, INC. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-93DependentZBH—150001001ZIMMER BIOMET HOLDINGS INCStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-92DependentWELL—150001001WELLTOWER, INC. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-91DependentPPG—150001001PPG INDUSTRIES, INC. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-90DependentPH—150001001PARKER-HANNIFIN CORP. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-9DependentBRK-B—150001001Berkshire Hathaway Inc. Class BStock$1,001 - $15,0002024-10-21buy14
house-8220674-ocr-89DependentPCAR—150001001PACCAR INC CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-88DependentTROW—150001001T. ROWE PRICE GROUP, INC. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-87DependentNDAQ—150001001NASDAQ INC. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-86DependentKKR—150001001KKR & CO. INC. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-85Dependent——150001001CINCINNATI FINANCIAL CRP CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-84Dependent——150001001STERIS PUBLIC LIMITED COMPANY CMNCommon Stock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-83DependentMS—150001001MORGAN STANLEY CMNCommon Stock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-82DependentCI—150001001CIGNA GROUP/THE CMNCommon Stock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-81DependentTRV—150001001THE TRAVELERS COMPANIES, INC CMNCommon Stock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-80DependentSYK—150001001STRYKER CORPORATION CMNCommon Stock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-8DependentFERG—150001001Ferguson Enterprises Inc CMNStock$1,001 - $15,0002024-10-09buy22
house-8220674-ocr-79DependentEG—150001001EVEREST GROUP LTD CMNCommon Stock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-78DependentUBER—150001001UBER TECHNOLOGIES, INC. CMNCommon Stock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-77DependentABBV—150001001ABBVIE INC CMNCommon Stock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-76DependentTMO—150001001THERMO FISHER SCIENTIFIC INC CMNCommon Stock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-75DependentMLM—150001001MARTIN MARIETTA MATERIALS, INC CMNCommon Stock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-74Dependent——150001001EDWARDS LIFESCIENCES CORPORATI CMNCommon Stock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-73DependentWMT—150001001WALMART INC CMNCommon Stock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-72DependentA—150001001AGILENT TECHNOLOGIES, INC. CMNCommon Stock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-71DependentCNC—150001001CENTENE CORPORATION CMNCommon Stock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-70DependentKVUE—150001001KENVUE INC. CMNCommon Stock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-7DependentSYY—150001001Sysco Corporation CMNStock$1,001 - $15,0002024-10-15buy18
house-8220674-ocr-69Dependent——150001001THE BANK OF NY MELLON CORP CMNCommon Stock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-68DependentFAST—150001001FASTENAL COMPANY CMNCommon Stock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-67Dependent——150001001American Int'l Group, Inc. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-66DependentPRU—150001001Prudential Financial Inc CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-65DependentDLR—150001001Digital Realty Trust, Inc. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-64DependentUPS—150001001United Parcel Service, Inc. Class B Common StockStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-63DependentAME—150001001Ametek Inc (New) CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-62DependentPGR—150001001The Progressive Corporation CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-61DependentPLTR—150001001Palantir Technologies Inc. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-60DependentMDLZ—150001001Mondelez International, Inc. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-6DependentNKE—150001001Nike Class-B CMN Class BStock$1,001 - $15,0002024-10-04buy25
house-8220674-ocr-59DependentAMGN—150001001Amgen Inc. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-58DependentMRK—150001001Merck & Co., Inc. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-57DependentMA—150001001Mastercard Incorporated CMN Class AStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-56DependentPEP—150001001Pepsico, Inc. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-55DependentCDNS—150001001Cadence Design Systems Inc CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-54DependentVZ—5000015001Verizon Communications, Inc. CMNStock$15,001 - $50,0002024-10-14buy19
house-8220674-ocr-53DependentCRM—5000015001Salesforce Inc CMNStock$15,001 - $50,0002024-10-14buy19
house-8220674-ocr-52DependentAAPL—5000015001Apple Inc. CMNStock$15,001 - $50,0002024-10-14buy19
house-8220674-ocr-51Dependent——5000015001Canadian Imperial Bank of Comm Linked to S&P 500 IndexStock$15,001 - $50,0002024-10-10buy21
house-8220674-ocr-50Dependent—Ahuja Khanna Children Irrevocable Trust10000050001BARCLAYS BANK PLC LINKED TO S&P 500 INDEXStock$50,001 - $100,0002024-10-31buy6
house-8220674-ocr-5DependentAAPL—150001001Apple Inc. CMNStock$1,001 - $15,0002024-10-04buy25
house-8220674-ocr-49DependentEXRPartial Transaction; Ahuja Grandchildren's Education Trust150001001EXTRA SPACE STORAGE INC. CMNStock$1,001 - $15,0002024-10-18sell15
house-8220674-ocr-48Dependent—Ahuja Grandchildren's Education Trust150001001CARTER'S, INC. CMNStock$1,001 - $15,0002024-10-16sell17
house-8220674-ocr-47DependentNDAQCapital Gains Exceed $200; Partial Transaction; Ahuja Grandchildren's Education Trust150001001NASDAQ INC. CMNStock$1,001 - $15,0002024-10-30sell7
house-8220674-ocr-46DependentPHAhuja Grandchildren's Education Trust150001001PARKER-HANNIFIN CORP. CMNStock$1,001 - $15,0002024-10-15sell18
house-8220674-ocr-45DependentVYXAhuja Grandchildren's Education Trust150001001NCR VOYIX CORP CMNStock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-44DependentPINSAhuja Grandchildren's Education Trust150001001PINTEREST INC CMN CLASS AStock$1,001 - $15,0002024-10-22buy13
house-8220674-ocr-43DependentPINSAhuja Grandchildren's Education Trust150001001PINTEREST INC CMN CLASS AStock$1,001 - $15,0002024-10-25buy10
house-8220674-ocr-42DependentPINSAhuja Grandchildren's Education Trust150001001PINTEREST INC CMN CLASS AStock$1,001 - $15,0002024-10-29buy8
house-8220674-ocr-41DependentUCTTAhuja Grandchildren's Education Trust150001001ULTRA CLEAN HOLDINGS, INC. CMNStock$1,001 - $15,0002024-10-30buy7
house-8220674-ocr-40Dependent—Ahuja Grandchildren's Education Trust10000050001THE BANK OF NOVA SCOTIA LINKED TO S&P 500 INDEXStock$50,001 - $100,0002024-10-24buy11
house-8220674-ocr-4DependentODFL—5000015001Old Dominion Freight Line, Inc. CMNStock$15,001 - $50,0002024-10-04buy25
house-8220674-ocr-39DependentALLCapital Gains Exceed $200; Partial Transaction150001001ALLSTATE CORPORATION COMMON STOCKStock$1,001 - $15,0002024-10-15sell18
house-8220674-ocr-38DependentPHCapital Gains Exceed $200; Partial Transaction150001001PARKER-HANNIFIN CORP. CMNStock$1,001 - $15,0002024-10-23sell12
house-8220674-ocr-37DependentLEA—150001001LEAR CORPORATION CMNStock$1,001 - $15,0002024-10-17sell16
house-8220674-ocr-36DependentHUMPartial Transaction150001001HUMANA INC. CMNStock$1,001 - $15,0002024-10-02sell27
house-8220674-ocr-355Dependent—MURA Holdings 2020 Trust FBO Khanna Children250000100001MAI Managed Vol Income InstiStock$100,001 - $250,000—sell—
house-8220674-ocr-354Dependent—MURA Holdings Grandchildren Trust (Khaane Portion)500000250001MAI Managed Vol Income InstiStock$250,001 - $500,000—sell—
house-8220674-ocr-353Spouse—MURA Holdings RA94500000250001MAI Managed Vol Income InstiStock$250,001 - $500,000—sell—
house-8220674-ocr-352Dependent—2020 Trust FBO Khanna Children10000050001OHIO ST HOSP REV VAR BDS UNIVERSITY HOSPS 03.25000% 01/15/2051 HLTH SYS INC SER. 2021DStock$50,001 - $100,0002024-10-31buy6
house-8220674-ocr-351Dependent—2020 Trust FBO Khanna Children10000050001HARRIS CNTY TEX CULTURAL ED FACS FIN 03.30000% 10/01/2045 CORP REV HOSP BDS TEXAS CHILDRENS HOSP 7-MONTH WINDOW VRDBStock$50,001 - $100,0002024-10-31buy6
house-8220674-ocr-350Dependent—2020 Trust FBO Khanna Children5000015001HAMILTON CNTY OHIO HOSP FACS REV VAR 03.24000% 06/01/2027 REV BDS THE ELIZABETH GAMBLE DEACONESS HOME ASSCStock$15,001 - $50,0002024-10-31buy6
house-8220674-ocr-35DependentALLCapital Gains Exceed $200; Partial Transaction150001001ALLSTATE CORPORATION COMMON STOCKStock$1,001 - $15,0002024-10-23sell12
house-8220674-ocr-349Dependent—Grandchildren Trust (Khanna Parfen)5000015001OHIO ST HOSP REV VAR BDS UNIVERSITY HOSPS 03.25000% 01/15/2051 HLTH SYS INC SER. 2021DStock$15,001 - $50,0002024-10-31buy6
house-8220674-ocr-348Dependent—Grandchildren Trust (Khanna Parfen)5000015001HARRIS CNTY TEX CULTURAL ED FACS FIN 03.30000% 10/01/2045 CORP REV HOSP BDS TEXAS CHILDRENS HOSP 7-MONTH WINDOW VRDBStock$15,001 - $50,0002024-10-31buy6
house-8220674-ocr-347Dependent—Grandchildren Trust (Khanna Parfen)150001001HAMILTON CNTY OHIO HOSP FACS REV VAR 03.24000% 06/01/2027 REV BDS THE ELIZABETH GAMBLE DEACONESS HOME ASSCStock$1,001 - $15,0002024-10-31buy6
house-8220674-ocr-346DependentAPPCapital Gains Exceed $200150001001APPLOVIN CORPORATION CMN CLASS AStock$1,001 - $15,0002024-10-22sell13
house-8220674-ocr-345DependentGEVCapital Gains Exceed $200; Partial Transaction5000015001GE VERNOVA LLC CMNStock$15,001 - $50,0002024-10-23sell12
house-8220674-ocr-344DependentAVGO—150001001BROADCOM INC. CMNStock$1,001 - $15,0002024-10-22buy13
house-8220674-ocr-343DependentSNOW—150001001SNOWFLAKE INC. CMN CLASS AStock$1,001 - $15,0002024-10-22buy13
house-8220674-ocr-342DependentNET—150001001CLOUDFLARE, INC. CMN CLASS AStock$1,001 - $15,0002024-10-22buy13
house-8220674-ocr-341Dependent——150001001MIAMI UNIV OHIO GEN RCPTS REV 5% 09/01/25 MSStock$1,001 - $15,0002024-10-02buy27
house-8220674-ocr-340Dependent——150001001OHIO WATER DEVELOPMENT AUTH REV 5.0000% 06/01/25 JDStock$1,001 - $15,0002024-10-03buy26
house-8220674-ocr-34DependentLEA—150001001LEAR CORPORATION CMNCommon Stock$1,001 - $15,0002024-10-23sell12
house-8220674-ocr-339DependentHON—150001001HONEYWELL INTL INC CMNStock$1,001 - $15,0002024-10-23buy12
house-8220674-ocr-338DependentPWR—150001001QUANTA SERVICES INC CMNStock$1,001 - $15,0002024-10-23buy12
house-8220674-ocr-337DependentROKM & R TP Primary150001001Rockwell Automation Inc CMNStock$1,001 - $15,0002024-10-23buy12
house-8220674-ocr-336DependentLIIM & R TP Primary150001001Lennox International Inc CMNStock$1,001 - $15,0002024-10-23buy12
house-8220674-ocr-335Dependent—M & R TP Primary250000100001Ohio ST GO 5% 09/01/25 MSMunicipal Bond$100,001 - $250,0002024-10-01buy28
house-8220674-ocr-334SpousePHPartial Sale150001001Parker-Hannifin Corp. CMNStock$1,001 - $15,0002024-10-15sell18
house-8220674-ocr-333SpouseALL—150001001Allstate Corporation Common StockStock$1,001 - $15,0002024-10-15sell18
house-8220674-ocr-332SpouseLEA—150001001Lear Corporation CMNStock$1,001 - $15,0002024-10-17sell16
house-8220674-ocr-331SpouseHUM—150001001Humana Inc. CMNStock$1,001 - $15,0002024-10-02sell27
house-8220674-ocr-330SpouseALLPartial Sale150001001Allstate Corporation Common StockStock$1,001 - $15,0002024-10-23sell12
house-8220674-ocr-33DependentPEP—150001001PEPSICO, INC. CMNCommon Stock$1,001 - $15,0002024-10-08sell23
house-8220674-ocr-329SpouseLEA—150001001Lear Corporation CMNStock$1,001 - $15,0002024-10-23sell12
house-8220674-ocr-328SpousePEPPartial Sale150001001Pepsico, Inc. CMNStock$1,001 - $15,0002024-10-08sell23
house-8220674-ocr-327SpousePHPartial Sale150001001Parker-Hannifin Corp. CMNStock$1,001 - $15,0002024-10-23sell12
house-8220674-ocr-326SpouseLEA—150001001Lear Corporation CMNStock$1,001 - $15,0002024-10-22sell13
house-8220674-ocr-325SpouseSSNC—150001001SS&C Technologies Holdings, In CMNStock$1,001 - $15,0002024-10-09sell22
house-8220674-ocr-324SpouseCAT—150001001Caterpillar Inc (Delaware) CMNStock$1,001 - $15,0002024-10-16sell17
house-8220674-ocr-323SpouseHUM—150001001Humana Inc. CMNStock$1,001 - $15,0002024-10-02sell27
house-8220674-ocr-322SpousePEP—150001001Pepsico, Inc. CMNStock$1,001 - $15,0002024-10-09sell22
house-8220674-ocr-321SpouseHUM—150001001Humana Inc. CMNStock$1,001 - $15,0002024-10-02sell27
house-8220674-ocr-320SpouseEXRPartial150001001Extra Space Storage Inc. CMNCommon Stock$1,001 - $15,0002024-10-18sell15
house-8220674-ocr-32DependentLEA—150001001LEAR CORPORATION CMNCommon Stock$1,001 - $15,0002024-10-22sell13
house-8220674-ocr-319SpouseHCAPartial150001001HCA Healthcare, Inc CMNCommon Stock$1,001 - $15,0002024-10-15sell18
house-8220674-ocr-318SpousePHPartial150001001Parker-Hannifin Corp. CMNCommon Stock$1,001 - $15,0002024-10-10sell21
house-8220674-ocr-317SpouseLEAPartial150001001Lear Corporation CMNCommon Stock$1,001 - $15,0002024-10-09sell22
house-8220674-ocr-316SpouseMLM—150001001Martin Marietta Materials, Inc CMNCommon Stock$1,001 - $15,0002024-10-09buy22
house-8220674-ocr-315Spouse——150001001AON Public Limited Company CMNCommon Stock$1,001 - $15,0002024-10-09buy22
house-8220674-ocr-314SpouseWM—150001001Waste Management Inc CMNCommon Stock$1,001 - $15,0002024-10-15buy18
house-8220674-ocr-313SpouseACN—150001001Accenture PLC CMN Class ACommon Stock$1,001 - $15,0002024-10-24buy11
house-8220674-ocr-312SpouseLULU—150001001Lululemon Athletica Inc. CMNCommon Stock$1,001 - $15,0002024-10-04buy25
house-8220674-ocr-311SpouseLULU—150001001Lululemon Athletica Inc. CMNCommon Stock$1,001 - $15,0002024-10-09buy22
house-8220674-ocr-310SpouseLULU—150001001Lululemon Athletica Inc. CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-31DependentPEP—150001001PEPSICO, INC. CMNCommon Stock$1,001 - $15,0002024-10-09sell22
house-8220674-ocr-309Spouse——150001001AON Public Limited Company CMNCommon Stock$1,001 - $15,0002024-10-03buy26
house-8220674-ocr-308SpouseBRK-B—150001001Berkshire Hathaway Inc. Class BCommon Stock$1,001 - $15,0002024-10-23buy12
house-8220674-ocr-307SpouseLULU—150001001Lululemon Athletica Inc. CMNCommon Stock$1,001 - $15,0002024-10-07buy24
house-8220674-ocr-306SpouseLULU—150001001Lululemon Athletica Inc. CMNCommon Stock$1,001 - $15,0002024-10-08buy23
house-8220674-ocr-305SpouseFERG—150001001Ferguson Enterprises Inc CMNCommon Stock$1,001 - $15,0002024-10-09buy22
house-8220674-ocr-304SpouseBRK-B—150001001Berkshire Hathaway Inc. Class BCommon Stock$1,001 - $15,0002024-10-21buy14
house-8220674-ocr-303SpouseSYY—150001001Sysco Corporation CMNCMN$1,001 - $15,0002024-10-15buy18
house-8220674-ocr-302Spouse—Ritu Ahuja 1995 Trust150001001JPMorgan Chase & Co. Hybrid Perpetual USDHybrid$1,001 - $15,0002024-10-02buy27
house-8220674-ocr-301Spouse—Ritu Ahuja 1995 Trust150001001State Street Corporation Hybrid PerpetualHybrid$1,001 - $15,0002024-10-02buy27
house-8220674-ocr-300Spouse—Ritu Ahuja 1995 Trust150001001Citigroup Inc. Hybrid PerpetualHybrid$1,001 - $15,0002024-10-02buy27
house-8220674-ocr-30DependentCAT—150001001CATERPILLAR INC (DELAWARE) CMNCommon Stock$1,001 - $15,0002024-10-16sell17
house-8220674-ocr-3Dependent——10000050001UBS AG Linked to Basket of IndicesStock$50,001 - $100,0002024-10-02buy27
house-8220674-ocr-299SpouseHUMPartial150001001Humana Inc. CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-298SpouseINTCPartial150001001Intel Corporation CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-297SpouseEA—150001001Electronic Arts CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-296SpouseIQV—150001001IQVIA Holdings Inc CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-295SpouseTGTPartial150001001Target Corporation CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-294SpouseVTRS—150001001Viatris Inc CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-293SpouseSTZ—150001001Constellation Brands Inc CMN Class ACMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-292SpouseDXCMPartial150001001Dexcom, Inc. CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-291SpouseKHC—150001001The Kraft Heinz Co CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-290SpouseVMC—150001001Vulcan Materials Co CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-29DependentHUM—150001001HUMANA INC. CMNCommon Stock$1,001 - $15,0002024-10-02sell27
house-8220674-ocr-289SpouseADBEPartial150001001Adobe Inc CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-288SpouseENPH—150001001Enphase Energy, Inc. CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-287SpouseLKQ—150001001LKQ Corporation CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-286SpouseAIZCapital gains exceed $200150001001ASSURANT, INC. CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-285SpouseWST—150001001WEST PHARMACEUTICAL SERVICES INCCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-284SpouseGPKCapital gains exceed $200; Partial Transaction150001001GRAPHIC PACKAGING HLDGCO CMNCMN$1,001 - $15,0002024-10-28sell9
house-8220674-ocr-283SpouseGRMNCapital gains exceed $200150001001GARMIN LTD CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-282SpouseALL—150001001ALLSTATE CORPORATION COMMON STOCKCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-281SpouseMRNA—150001001MODERNA, INC. CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-280SpouseAXTAPartial Transaction150001001AXALTA COATING SYSTEMS LTD. CMNCMN$1,001 - $15,0002024-10-30sell7
house-8220674-ocr-28DependentGEV—150001001GE VERNOVA LLC CMNCommon Stock$1,001 - $15,0002024-10-04sell25
house-8220674-ocr-279SpouseINVHPartial Transaction150001001INVITATION HOMES INC. CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-278SpouseCOR—150001001CENCORA INC CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-277SpouseMRKPartial Transaction150001001MERCK & CO., INC. CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-276SpouseGLWCapital gains exceed $200; Partial Transaction150001001CORNING INCORPORATED CMNCMN$1,001 - $15,0002024-10-21sell14
house-8220674-ocr-275SpouseCLPartial Transaction150001001COLGATE-PALMOLIVE CO CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-274SpouseMCKPartial Transaction150001001MCKESSON CORPORATION CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-273SpouseWTWCapital gains exceed $200150001001WILLIS TOWERS WATSON PLC CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-272SpouseJNJPartial Transaction150001001JOHNSON & JOHNSON CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-271Spouse——150001001CARTER'S, INC. CMNCMN$1,001 - $15,0002024-10-16sell17
house-8220674-ocr-270Spouse—Capital gains exceed $200; Partial Transaction150001001UNITEDHEALTH GROUP INCORPORATE CMNCMN$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-27DependentHUM—150001001HUMANA INC. CMNCommon Stock$1,001 - $15,0002024-10-02sell27
house-8220674-ocr-269SpouseABBPartial Sale150001001ABB Ltd Sponsored ADR CMNCommon Stock$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-268SpouseVZPartial Sale150001001Verizon Communications, Inc. CMNCommon Stock$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-267SpouseNDAQCapital Gains Exceed $200; Partial Sale150001001Nasdaq Inc. CMNCommon Stock$1,001 - $15,0002024-10-30sell7
house-8220674-ocr-266SpouseWRBCapital Gains Exceed $200150001001W.R. Berkley Corporation CMNCommon Stock$1,001 - $15,0002024-10-11sell20
house-8220674-ocr-265SpouseSSNCCapital Gains Exceed $200; Partial Sale5000015001SS&C Technologies Holdings, Inc CMNCommon Stock$15,001 - $50,0002024-10-22sell13
house-8220674-ocr-264SpouseCBCapital Gains Exceed $2005000015001Chubb Limited CMNCommon Stock$15,001 - $50,0002024-10-11sell20
house-8220674-ocr-263SpouseWMCapital Gains Exceed $2005000015001Waste Management Inc CMNCommon Stock$15,001 - $50,0002024-10-11sell20
house-8220674-ocr-262SpouseNDAQ—5000015001Nasdaq Inc. CMNCommon Stock$15,001 - $50,0002024-10-11sell20
house-8220674-ocr-261SpouseBP—5000015001BP P.L.C. Sponsored ADR CMNCommon Stock$15,001 - $50,0002024-10-11sell20
house-8220674-ocr-260SpouseXSP@ 555 EXP150001001PUT/XSP 12/13/2024Option$1,001 - $15,0002024-10-29sell8
house-8220674-ocr-26DependentSSNC—150001001SS&C TECHNOLOGIES HOLDINGS, IN CMNCommon Stock$1,001 - $15,0002024-10-09sell22
house-8220674-ocr-259SpouseXSP@ 547 EXP150001001PUT/XSP 11/29/2024Option$1,001 - $15,0002024-10-01sell28
house-8220674-ocr-258SpouseXSP@ 555 EXP150001001PUT/XSP 01/17/2025Option$1,001 - $15,0002024-10-22sell13
house-8220674-ocr-257SpouseXSP@ 559 EXP150001001PUT/XSP 12/06/2024Option$1,001 - $15,0002024-10-15sell18
house-8220674-ocr-256SpouseXSP@ 535 EXP150001001PUT/XSP 12/20/2024Option$1,001 - $15,0002024-10-08sell23
house-8220674-ocr-255Spouse——150001001Dun & Bradstreet Holdings, Inc CMNCommon Stock$1,001 - $15,0002024-10-25buy10
house-8220674-ocr-254Spouse——150001001Dun & Bradstreet Holdings, Inc CMNCommon Stock$1,001 - $15,0002024-10-01buy28
house-8220674-ocr-253SpouseELAN—150001001Elanco Animal Health Incorpora CMNCommon Stock$1,001 - $15,0002024-10-28buy9
house-8220674-ocr-252SpouseSMFG—150001001SUMITOMO MITSUI FINANCIAL GRP SPONSORED ADR CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-251SpouseVYX—150001001NCR VOYIX CORP CMNCommon Stock$1,001 - $15,0002024-10-17buy16
house-8220674-ocr-250SpouseVYX—150001001NCR VOYIX CORP CMNCommon Stock$1,001 - $15,0002024-10-10buy21
house-8220674-ocr-25DependentEXR—150001001EXTRA SPACE STORAGE INC. CMNCommon Stock$1,001 - $15,0002024-10-18sell15
house-8220674-ocr-249SpouseVYX—150001001NCR VOYIX CORP CMNCommon Stock$1,001 - $15,0002024-10-02buy27
house-8220674-ocr-248SpouseDHR—150001001DANAHER CORPORATION CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-247SpousePGR—150001001THE PROGRESSIVE CORPORATION CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-246SpouseTRV—150001001THE TRAVELERS COMPANIES, INC CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-245Spouse——150001001VERTEX PHARMACEUTICALS INCORPO CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-244SpouseWELL—150001001WELLTOWER, INC. CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-243SpouseCPRT—150001001COPART, INC. CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-242SpouseVYX—150001001NCR VOYIX CORP CMNCommon Stock$1,001 - $15,0002024-10-23buy12
house-8220674-ocr-241SpouseADM—150001001ARCHER-DANIELS-MIDLAND COMPANY CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-240SpouseORCL—150001001ORACLE CORPORATION CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-24DependentLEA—150001001LEAR CORPORATION CMNCommon Stock$1,001 - $15,0002024-10-09sell22
house-8220674-ocr-239SpouseFDX—150001001FEDEX CORPORATION CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-238SpouseT—150001001AT&T INC. CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-237SpouseABNB—150001001AIRBNB, INC. CMN CLASS ACommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-236SpouseVYX—150001001NCR VOYIX CORP CMNCommon Stock$1,001 - $15,0002024-10-08buy23
house-8220674-ocr-235SpousePINS—150001001Pinterest Inc CMN Class ACommon Stock$1,001 - $15,0002024-10-30buy7
house-8220674-ocr-234SpouseSMCI—150001001Super Micro Computer, Inc. CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-233SpouseMNST—150001001Monster Beverage Corporation CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-232SpouseCTVA—150001001Corteva, Inc. CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-231Spouse——150001001Hartford Financial Srvcs Group CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-230SpouseAZO—150001001Autozone, Inc. CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-23DependentHCA—150001001HCA HEALTHCARE, INC CMNCommon Stock$1,001 - $15,0002024-10-15sell18
house-8220674-ocr-229SpousePINS—150001001Pinterest Inc CMN Class ACommon Stock$1,001 - $15,0002024-10-24buy11
house-8220674-ocr-228SpousePINS—150001001Pinterest Inc CMN Class ACommon Stock$1,001 - $15,0002024-10-28buy9
house-8220674-ocr-227SpousePG—150001001Procter & Gamble Company (The) CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-226SpousePINS—150001001Pinterest Inc CMN Class ACommon Stock$1,001 - $15,0002024-10-29buy8
house-8220674-ocr-225SpouseMOH—150001001Molina Healthcare, Inc. CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-224SpouseAVGO—150001001Broadcom Inc. CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-223SpouseMSFT—150001001Microsoft Corporation CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-222SpouseOKTA—150001001Okta, Inc. CMN Class ACommon Stock$1,001 - $15,0002024-10-10buy21
house-8220674-ocr-221SpouseEG—150001001Everest Group Ltd CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-220SpouseVYX—150001001NCR Voyix Corp CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-22DependentPH—150001001PARKER-HANNIFIN CORP. CMNCommon Stock$1,001 - $15,0002024-10-15sell18
house-8220674-ocr-219SpouseREGN—150001001Regeneron Pharmaceutical Inc CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-218SpouseCMG—150001001Chipotle Mexican Grill, Inc. CMNStock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-217SpouseACGL—150001001Arch Capital Group Ltd. CMNStock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-216SpouseAJG—150001001Arthur J Gallagher & Co CMNStock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-215SpouseCNC—150001001Centene Corporation CMNStock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-214SpousePINS—150001001Pinterest Inc CMN Class AStock$1,001 - $15,0002024-10-22buy13
house-8220674-ocr-213SpouseDIS—150001001Walt Disney Company (The) CMNStock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-212SpouseCME—150001001CME Group Inc. CMN Class AStock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-211SpouseAAPL—150001001Apple Inc. CMNStock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-210SpouseIBM—150001001Intl Business Machines Corp CMNStock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-21DependentUPS—5000015001UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCKCommon Stock$15,001 - $50,0002024-10-04sell25
house-8220674-ocr-209SpouseCDNS—150001001Cadence Design Systems Inc CMNStock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-208SpouseUCTT—150001001Ultra Clean Holdings, Inc. CMNStock$1,001 - $15,0002024-10-30buy7
house-8220674-ocr-207SpousePLTR—150001001Palantir Technologies Inc. CMNStock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-206SpouseSNPS—150001001Synopsys Inc. CMNStock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-205SpouseL—150001001Loews Corporation CMNStock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-204SpouseADP—150001001Automatic Data Processing Inc CMNStock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-203SpousePINS—150001001Pinterest Inc CMN Class AStock$1,001 - $15,0002024-10-25buy10
house-8220674-ocr-202Spouse——150001001Koninklijke Ahold N.V. Sponsored ADR CMNStock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-201SpousePEPRitu Ahuja 1994 Trust150001001PEPSICO, INC. CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-200SpouseAMGNRitu Ahuja 1994 Trust150001001AMGEN INC. CMNCommon Stock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-20Dependent——150001001CALL/GEV FLEX EURO PM @ 205 EXP 10/04/2024Option$1,001 - $15,0002024-10-04sell25
house-8220674-ocr-2Dependent——10000050001Barclays Bank PLC Linked to S&P 500 IndexStock$50,001 - $100,0002024-10-31buy6
house-8220674-ocr-199SpouseTTERitu Ahuja 1994 Trust5000015001TOTALENERGIES SE SPONSORED ADR CMNADR$15,001 - $50,0002024-10-11buy20
house-8220674-ocr-198Spouse—Ritu Ahuja 1994 Trust5000015001UBS AG LINKED TO BASKET OF INDICESStock$15,001 - $50,0002024-10-02buy27
house-8220674-ocr-197Spouse—Ritu Ahuja 1994 Trust500000250001BARCLAYS BANK PLC LINKED TO S&P 500 INDEXStock$250,001 - $500,0002024-10-31buy6
house-8220674-ocr-196SpouseGPK—150001001GRAPHIC PACKAGING HLDGCO CMNCommon Stock$1,001 - $15,0002024-10-28sell9
house-8220674-ocr-195SpouseAXTA—150001001AXALTA COATING SYSTEMS LTD. CMNCommon Stock$1,001 - $15,0002024-10-30sell7
house-8220674-ocr-194Spouse——150001001CARTER'S, INC. CMNCommon Stock$1,001 - $15,0002024-10-16sell17
house-8220674-ocr-193SpouseNDAQ—150001001NASDAQ INC. CMNCommon Stock$1,001 - $15,0002024-10-30sell7
house-8220674-ocr-192SpouseSSNC—5000015001SS&C TECHNOLOGIES HOLDINGS, IN CMNCommon Stock$15,001 - $50,0002024-10-22sell13
house-8220674-ocr-191Spouse——150001001DUN & BRADSTREET HOLDINGS, INC CMNCommon Stock$1,001 - $15,0002024-10-25buy10
house-8220674-ocr-190SpouseELAN—150001001ELANCO ANIMAL HEALTH INCORPORA CMNCommon Stock$1,001 - $15,0002024-10-28buy9
house-8220674-ocr-19DependentWM—150001001WASTE MANAGEMENT INC CMNCommon Stock$1,001 - $15,0002024-10-15buy18
house-8220674-ocr-189SpouseVYX—150001001NCR VOYIX CORP CMNCommon Stock$1,001 - $15,0002024-10-17buy16
house-8220674-ocr-188SpouseVYX—150001001NCR VOYIX CORP CMNCommon Stock$1,001 - $15,0002024-10-10buy21
house-8220674-ocr-187SpouseVYX—150001001NCR VOYIX CORP CMNCommon Stock$1,001 - $15,0002024-10-02buy27
house-8220674-ocr-186Spouse——150001001DUN & BRADSTREET HOLDINGS, INC CMNCommon Stock$1,001 - $15,0002024-10-01buy28
house-8220674-ocr-185SpouseVYX—150001001NCR Voyix Corp CMNStock$1,001 - $15,0002024-10-23buy12
house-8220674-ocr-184SpouseVYX—150001001NCR Voyix Corp CMNStock$1,001 - $15,0002024-10-08buy23
house-8220674-ocr-183SpousePINS—150001001Pinterest Inc CMN Class AStock$1,001 - $15,0002024-10-30buy7
house-8220674-ocr-182SpousePINS—150001001Pinterest Inc CMN Class AStock$1,001 - $15,0002024-10-24buy11
house-8220674-ocr-181SpousePINS—150001001Pinterest Inc CMN Class AStock$1,001 - $15,0002024-10-28buy9
house-8220674-ocr-180SpousePINS—150001001Pinterest Inc CMN Class AStock$1,001 - $15,0002024-10-29buy8
house-8220674-ocr-18Dependent——150001001AON PUBLIC LIMITED COMPANY CMNCommon Stock$1,001 - $15,0002024-10-09buy22
house-8220674-ocr-179SpouseOKTA—150001001Okta, Inc. CMN Class AStock$1,001 - $15,0002024-10-10buy21
house-8220674-ocr-178SpouseVYX—150001001NCR Voyix Corp CMNStock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-177SpousePINS—150001001Pinterest Inc CMN Class AStock$1,001 - $15,0002024-10-22buy13
house-8220674-ocr-176SpouseUCTT—150001001Ultra Clean Holdings, Inc. CMNStock$1,001 - $15,0002024-10-30buy7
house-8220674-ocr-175SpousePINS—150001001Pinterest Inc CMN Class AStock$1,001 - $15,0002024-10-25buy10
house-8220674-ocr-174Spouse—Ritu Ahuja Declaration of Trust5000015001Metropolitan Wash D C ARPTS REV 5% 10/01/28 AOStock$15,001 - $50,0002024-10-30buy7
house-8220674-ocr-173Spouse—Ritu Ahuja Declaration of Trust10000050001Canadian Imperial Bank of Comm Linked to S&P 500 IndexStock$50,001 - $100,0002024-10-10buy21
house-8220674-ocr-172Spouse—Ritu Ahuja Declaration of Trust10000050001The Bank of Nova Scotia Linked to S&P 500 IndexStock$50,001 - $100,0002024-10-24buy11
house-8220674-ocr-171Spouse—Ritu Ahuja Declaration of Trust250000100001Barclays Bank PLC Linked to S&P 500 IndexStock$100,001 - $250,0002024-10-31buy6
house-8220674-ocr-170DependentDRI—150001001Darden Restaurants, Inc. CMNStock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-17Dependent——150001001AON Public Limited Company CMNStock$1,001 - $15,0002024-10-03buy26
house-8220674-ocr-169DependentSTZ—150001001CONSTELLATION BRANDS INC CMN CLASS ACommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-168DependentENPH—150001001ENPHASE ENERGY, INC. CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-167DependentCTVA—150001001CORTEVA, INC. CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-166DependentLKQ—150001001LKQ CORPORATION CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-165DependentEPAM—150001001EPAM SYSTEMS, INC. CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-164Dependent——150001001ROLLINS INC. REGOFF SCTASK0796638Common Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-163DependentIFF—150001001INTL. FLAVORS & FRAGRANCE CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-162DependentXYL—150001001XYLEM INC. CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-161DependentLLY—150001001ELI LILLY & CO CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-160Dependent——150001001TRANE TECHNOLOGIES PUBLIC LIMI CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-16DependentLULU—150001001Lululemon Athletica Inc. CMNStock$1,001 - $15,0002024-10-04buy25
house-8220674-ocr-159DependentCTAS—150001001CINTAS CORPORATION CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-158DependentCOO—150001001COOPER COS INC/THE CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-157DependentSYY—150001001SYSCO CORPORATION CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-156DependentMO—150001001ALTRIA GROUP, INC. CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-155DependentRSG—150001001REPUBLIC SERVICES INC CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-154Dependent——150001001MOODY'S CORPORATION CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-153DependentRMD—150001001RESMED INC. CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-152DependentTEL—150001001TE Connectivity Corporation CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-151Dependent——150001001D.R. Horton, Inc. CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-150DependentAMP—150001001Ameriprise Financial, Inc. CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-15DependentACN—150001001Accenture PLC CMN Class AStock$1,001 - $15,0002024-10-24buy11
house-8220674-ocr-149DependentHUM—150001001Humana Inc. CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-148DependentWM—150001001Waste Management Inc CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-147Dependent——150001001Medtronic Public Limited Compa CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-146DependentGIS—150001001General Mills Inc CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-145DependentNSC—150001001Norfolk Southern Corp CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-144DependentCSX—150001001CSX Corporation CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-143Dependent—Partial Transaction150001001Vertex Pharmaceuticals Incorpo CMNCommon Stock$1,001 - $15,0002024-10-14sell19
house-8220674-ocr-142DependentDIS—5000015001Walt Disney Company (The) CMNCommon Stock$15,001 - $50,0002024-10-14sell19
house-8220674-ocr-141DependentAMT—5000015001American Tower Corporation CMNCommon Stock$15,001 - $50,0002024-10-14sell19
house-8220674-ocr-140DependentCB—5000015001Chubb Limited CMNCommon Stock$15,001 - $50,0002024-10-14sell19
house-8220674-ocr-14DependentLULU—150001001Lululemon Athletica Inc. CMNStock$1,001 - $15,0002024-10-09buy22
house-8220674-ocr-139DependentTMUS—5000015001T-Mobile US, Inc. CMNCommon Stock$15,001 - $50,0002024-10-14sell19
house-8220674-ocr-138DependentT—5000015001AT&T Inc. CMNCommon Stock$15,001 - $50,0002024-10-14sell19
house-8220674-ocr-137Dependent——5000015001Blackrock Funding, Inc. CMNCommon Stock$15,001 - $50,0002024-10-14sell19
house-8220674-ocr-136DependentUNP—5000015001Union Pacific Corp. CMNCommon Stock$15,001 - $50,0002024-10-14sell19
house-8220674-ocr-135DependentADBE—5000015001Adobe Inc CMNStock$15,001 - $50,0002024-10-14sell19
house-8220674-ocr-134DependentDHRCapital Gains Exceed $200; Partial Transaction5000015001Danaher Corporation CMNStock$15,001 - $50,0002024-10-14sell19
house-8220674-ocr-133DependentVCapital Gains Exceed $200; Partial Transaction5000015001Visa Inc. CMN Class AStock$15,001 - $50,0002024-10-14sell19
house-8220674-ocr-132DependentAMZN—150001001Amazon.com Inc CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-131DependentJNJ—150001001Johnson & Johnson CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-130DependentNKE—150001001Nike Class-B CMN Class BStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-13DependentLULU—150001001Lululemon Athletica Inc. CMNStock$1,001 - $15,0002024-10-08buy23
house-8220674-ocr-129DependentMCK—150001001McKesson Corporation CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-128DependentPG—150001001Procter & Gamble Company (The) CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-127DependentFDX—150001001FedEx Corporation CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-126DependentVRSK—150001001Verisk Analytics, Inc. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-125Dependent——150001001Jack Henry & Assoc Inc CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-124DependentDXCM—150001001Dexcom, Inc. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-123DependentGPC—150001001Genuine Parts Co. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-122DependentACGL—150001001Arch Capital Group Ltd. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-121DependentL—150001001Loews Corporation CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-120DependentLYB—150001001Lyondellbasell Industries N.V. CMN Class AStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-12DependentLULU—150001001Lululemon Athletica Inc. CMNStock$1,001 - $15,0002024-10-11buy20
house-8220674-ocr-119DependentCAH—150001001Cardinal Health, Inc. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-118DependentPAYX—150001001PAYCHEX, INC. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-117DependentBIIB—150001001BIOGEN INC. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-116DependentFISV—150001001FISERV, INC. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-115DependentMRNA—150001001MODERNA, INC. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-114DependentTECH—150001001BIO-TECHNE CORPORATION CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-113DependentEQR—150001001EQUITY RESIDENTIAL CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-112DependentWST—150001001WEST PHARMACEUTICAL SERVICES INCStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-111DependentCMG—150001001CHIPOTLE MEXICAN GRILL, INC. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-110Dependent——150001001W.R. BERKLEY CORPORATION CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-11DependentBRK-B—150001001Berkshire Hathaway Inc. Class BStock$1,001 - $15,0002024-10-23buy12
house-8220674-ocr-109DependentNWSA—150001001NEWS CORPORATION CMN CLASS AStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-108DependentKHC—150001001THE KRAFT HEINZ CO CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-107DependentMET—150001001METLIFE, INC. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-106DependentCL—150001001COLGATE-PALMOLIVE CO CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-105DependentLUV—150001001SOUTHWEST AIRLINES CO CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-104DependentDD—150001001DUPONT DE NEMOURS INC CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-103DependentKR—150001001KROGER COMPANY CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-102DependentCPRT—150001001COPART, INC. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-101DependentEXPD—150001001EXPEDITORS INTERNATIONAL OF WA CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-100DependentSMCI—150001001SUPER MICRO COMPUTER, INC. CMNStock$1,001 - $15,0002024-10-14buy19
house-8220674-ocr-10DependentLULU—150001001Lululemon Athletica Inc. CMNStock$1,001 - $15,0002024-10-07buy24
house-8220674-ocr-1Dependent——250000100001The Bank of Nova Scotia Linked to S&P 500 IndexStock$100,001 - $250,0002024-10-24buy11

Original filing document