Rohit Khanna (House) disclosed 409 transactions

2025-01-08 · 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.

2024-12-03 · buy	Philip Morris Intl Inc 5.75% 11/17/2032 USD — $1,001 - $15,000
2024-12-18 · buy	Stanley Black & Decker, Inc. CMN — $1,001 - $15,000
2024-12-18 · buy	Genuine Parts Co. CMN — $1,001 - $15,000
2024-12-18 · buy	IQVIA Holdings Inc CMN — $1,001 - $15,000
2024-12-18 · buy	Huntington Bancshares Incorpor CMN — $1,001 - $15,000
2024-12-18 · buy	Ross Stores, Inc CMN — $1,001 - $15,000
2024-12-18 · buy	Mohawk Industries Inc Common Stock — $1,001 - $15,000
2024-12-18 · buy	Principal Financial Group, Inc. CMN — $1,001 - $15,000
2024-12-18 · buy	Estee Lauder Cos Inc CL-A CMN Class A — $1,001 - $15,000
2024-12-18 · buy	Citizens Financial Group, Inc. CMN — $1,001 - $15,000
2024-12-06 · buy	Becton, Dickinson and Company CMN — $1,001 - $15,000
2024-12-03 · buy	Church & Dwight Co Inc 5.6% 11/15/2032 USD — $1,001 - $15,000
2024-12-11 · buy	Church & Dwight Co Inc 5.6% 11/15/2032 USD — $1,001 - $15,000
2024-12-18 · buy	Invesco Ltd. CMN — $1,001 - $15,000
2024-12-18 · buy	Freeport-McMoRan Inc CMN — $1,001 - $15,000
2024-12-18 · buy	Invitation Homes Inc. CMN — $1,001 - $15,000
2024-12-18 · buy	Centene Corporation CMN — $1,001 - $15,000
2024-12-18 · buy	Target Corporation CMN — $1,001 - $15,000
2024-12-18 · buy	Apollo Global Management Inc CMN — $1,001 - $15,000
2024-12-13 · buy	RELX Capital Inc 4.75% 05/20/2032 USD — $1,001 - $15,000
2024-12-18 · buy	IDEXX Laboratories CMN — $1,001 - $15,000
2024-12-20 · buy	Colgate-Palmolive Co CMN — $1,001 - $15,000
2024-12-18 · buy	Adobe Inc CMN — $1,001 - $15,000
2024-12-18 · buy	Thermo Fisher Scientific Inc CMN — $1,001 - $15,000
2024-12-11 · buy	Lowe's Companies, Inc. 3.75% 04/01/2032 USD — $1,001 - $15,000
2024-12-03 · buy	Amgen Inc. 2.0% 01/15/2032 USD — $1,001 - $15,000
2024-12-03 · buy	AEP Texas Inc 4.7% 05/15/2032 USD — $1,001 - $15,000
2024-12-18 · buy	Celanese Corporation Common Stock — $1,001 - $15,000
2024-12-18 · buy	PayPal Holdings, Inc. CMN — $1,001 - $15,000
2024-12-03 · buy	Waste Connections Inc 3.2% 06/01/2032 USD — $1,001 - $15,000
2024-12-18 · buy	Keycorp CMN — $1,001 - $15,000
2024-12-13 · buy	Canadian Imperial Bank of Comm 3.6% 04/07/2032 USD — $1,001 - $15,000
2024-12-06 · buy	Eli Lilly & Co CMN — $1,001 - $15,000
2024-12-18 · buy	Fifth Third Bancorp CMN — $1,001 - $15,000
2024-12-18 · buy	VERIZON COMMUNICATIONS, INC. CMN — $1,001 - $15,000
2024-12-13 · buy	TORONTO-DOMINION BANK (THE) MTN 3.2% 03/10/2032 USD — $1,001 - $15,000
2024-12-18 · buy	NIKE CLASS-B CMN CLASS B — $1,001 - $15,000
2024-12-18 · buy	AMGEN INC. CMN — $1,001 - $15,000
2024-12-18 · buy	REGENERON PHARMACEUTICAL INC CMN — $1,001 - $15,000
2024-12-18 · buy	PFIZER INC. CMN — $1,001 - $15,000
2024-12-18 · buy	QUALCOMM INC CMN — $1,001 - $15,000
2024-12-18 · buy	D.R. HORTON, INC. CMN — $1,001 - $15,000
2024-12-18 · buy	ELEVANCE HEALTH INC CMN — $1,001 - $15,000
2024-12-06 · buy	Apple Inc. CMN — $15,001 - $50,000
2024-12-18 · buy	U.S. BANCORP CMN — $15,001 - $50,000
2024-12-18 · buy	PEPSICO, INC. CMN — $15,001 - $50,000
2024-12-18 · buy	MERCK & CO., INC. CMN — $15,001 - $50,000
2024-12-02 · buy	NATIONAL BANK OF CANADA LINKED TO S&P 500 INDEX — $15,001 - $50,000
2024-12-19 · sell	NASDAQ INC. CMN — $1,001 - $15,000
2024-12-05 · sell	AMAZON.COM INC CMN — $1,001 - $15,000
2024-12-03 · sell	SS&C TECHNOLOGIES HOLDINGS, IN CMN — $1,001 - $15,000
2024-12-20 · buy	COLGATE-PALMOLIVE CO CMN — $1,001 - $15,000
2024-12-26 · buy	ULTRA CLEAN HOLDINGS, INC. CMN — $1,001 - $15,000
2024-12-19 · buy	UBS AG LINKED TO S&P 500 INDEX — $50,001 - $100,000
2024-12-06 · buy	Datadog, Inc. CMN Class A — $15,001 - $50,000
2024-12-10 · sell	THE HOME DEPOT, INC. CMN — $1,001 - $15,000
2024-12-06 · sell	ABBVIE INC CMN — $1,001 - $15,000
2024-12-05 · sell	WELLS FARGO & COMPANY CMN — $1,001 - $15,000
2024-12-10 · sell	PARKER-HANNIFIN CORP. CMN — $1,001 - $15,000
2024-12-06 · sell	CATERPILLAR INC (DELAWARE) CMN — $1,001 - $15,000
…	349 more transactions: every one is in the complete record on this filing's page

The complete record

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

party	Democrat
state	CA
office	Khanna, Rohit (Representative)
ptr id	8220711
chamber	house
report url	https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/8220711.pdf
bioguide id	K000389
data source	HOUSE_CLERK_PTR
member last	Khanna
member name	Rohit Khanna
member first	Rohit
state district	CA17
disclosure date	2025-01-08
extraction method	vision_ocr

Each transaction (409)

id	owner	ticker	comment	amount max	amount min	asset name	asset type	amount range	transaction date	transaction type	reporting lag days
house-8220711-ocr-99	Dependent	—	—	15000	1001	Philip Morris Intl Inc 5.75% 11/17/2032 USD	Bond	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-98	Dependent	SWK	—	15000	1001	Stanley Black & Decker, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-97	Dependent	GPC	—	15000	1001	Genuine Parts Co. CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-96	Dependent	IQV	—	15000	1001	IQVIA Holdings Inc CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-95	Dependent	—	—	15000	1001	Huntington Bancshares Incorpor CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-94	Dependent	ROST	—	15000	1001	Ross Stores, Inc CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-93	Dependent	MHK	—	15000	1001	Mohawk Industries Inc Common Stock	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-92	Dependent	PFG	—	15000	1001	Principal Financial Group, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-91	Dependent	—	—	15000	1001	Estee Lauder Cos Inc CL-A CMN Class A	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-90	Dependent	CFG	—	15000	1001	Citizens Financial Group, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-9	Dependent	—	—	15000	1001	Becton, Dickinson and Company CMN	Stock	$1,001 - $15,000	2024-12-06	buy	23
house-8220711-ocr-89	Dependent	—	—	15000	1001	Church & Dwight Co Inc 5.6% 11/15/2032 USD	Bond	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-88	Dependent	—	—	15000	1001	Church & Dwight Co Inc 5.6% 11/15/2032 USD	Bond	$1,001 - $15,000	2024-12-11	buy	20
house-8220711-ocr-87	Dependent	IVZ	—	15000	1001	Invesco Ltd. CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-86	Dependent	FCX	—	15000	1001	Freeport-McMoRan Inc CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-85	Dependent	INVH	—	15000	1001	Invitation Homes Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-84	Dependent	CNC	—	15000	1001	Centene Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-83	Dependent	TGT	—	15000	1001	Target Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-82	Dependent	APO	—	15000	1001	Apollo Global Management Inc CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-81	Dependent	—	—	15000	1001	RELX Capital Inc 4.75% 05/20/2032 USD	Bond	$1,001 - $15,000	2024-12-13	buy	18
house-8220711-ocr-80	Dependent	IDXX	—	15000	1001	IDEXX Laboratories CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-8	Dependent	CL	—	15000	1001	Colgate-Palmolive Co CMN	Stock	$1,001 - $15,000	2024-12-20	buy	13
house-8220711-ocr-79	Dependent	ADBE	—	15000	1001	Adobe Inc CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-78	Dependent	TMO	—	15000	1001	Thermo Fisher Scientific Inc CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-77	Dependent	—	—	15000	1001	Lowe's Companies, Inc. 3.75% 04/01/2032 USD	Bond	$1,001 - $15,000	2024-12-11	buy	20
house-8220711-ocr-76	Dependent	—	—	15000	1001	Amgen Inc. 2.0% 01/15/2032 USD	Bond	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-75	Dependent	—	—	15000	1001	AEP Texas Inc 4.7% 05/15/2032 USD	Bond	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-74	Dependent	CE	—	15000	1001	Celanese Corporation Common Stock	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-73	Dependent	PYPL	—	15000	1001	PayPal Holdings, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-72	Dependent	—	—	15000	1001	Waste Connections Inc 3.2% 06/01/2032 USD	Bond	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-71	Dependent	KEY	—	15000	1001	Keycorp CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-70	Dependent	—	—	15000	1001	Canadian Imperial Bank of Comm 3.6% 04/07/2032 USD	Bond	$1,001 - $15,000	2024-12-13	buy	18
house-8220711-ocr-7	Dependent	LLY	—	15000	1001	Eli Lilly & Co CMN	Stock	$1,001 - $15,000	2024-12-06	buy	23
house-8220711-ocr-69	Dependent	FITB	—	15000	1001	Fifth Third Bancorp CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-68	Dependent	VZ	—	15000	1001	VERIZON COMMUNICATIONS, INC. CMN	CMN	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-67	Dependent	TD	—	15000	1001	TORONTO-DOMINION BANK (THE) MTN 3.2% 03/10/2032 USD	MTN	$1,001 - $15,000	2024-12-13	buy	18
house-8220711-ocr-66	Dependent	NKE	—	15000	1001	NIKE CLASS-B CMN CLASS B	CMN	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-65	Dependent	AMGN	—	15000	1001	AMGEN INC. CMN	CMN	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-64	Dependent	REGN	—	15000	1001	REGENERON PHARMACEUTICAL INC CMN	CMN	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-63	Dependent	PFE	—	15000	1001	PFIZER INC. CMN	CMN	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-62	Dependent	QCOM	—	15000	1001	QUALCOMM INC CMN	CMN	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-61	Dependent	—	—	15000	1001	D.R. HORTON, INC. CMN	CMN	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-60	Dependent	ELV	—	15000	1001	ELEVANCE HEALTH INC CMN	CMN	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-6	Dependent	AAPL	—	50000	15001	Apple Inc. CMN	Stock	$15,001 - $50,000	2024-12-06	buy	23
house-8220711-ocr-59	Dependent	—	—	50000	15001	U.S. BANCORP CMN	CMN	$15,001 - $50,000	2024-12-18	buy	15
house-8220711-ocr-58	Dependent	PEP	—	50000	15001	PEPSICO, INC. CMN	CMN	$15,001 - $50,000	2024-12-18	buy	15
house-8220711-ocr-57	Dependent	MRK	—	50000	15001	MERCK & CO., INC. CMN	CMN	$15,001 - $50,000	2024-12-18	buy	15
house-8220711-ocr-56	Dependent	—	—	50000	15001	NATIONAL BANK OF CANADA LINKED TO S&P 500 INDEX	Stock	$15,001 - $50,000	2024-12-02	buy	27
house-8220711-ocr-55	Dependent	NDAQ	—	15000	1001	NASDAQ INC. CMN	CMN	$1,001 - $15,000	2024-12-19	sell	14
house-8220711-ocr-54	Dependent	AMZN	—	15000	1001	AMAZON.COM INC CMN	CMN	$1,001 - $15,000	2024-12-05	sell	24
house-8220711-ocr-53	Dependent	SSNC	—	15000	1001	SS&C TECHNOLOGIES HOLDINGS, IN CMN	CMN	$1,001 - $15,000	2024-12-03	sell	26
house-8220711-ocr-52	Dependent	CL	—	15000	1001	COLGATE-PALMOLIVE CO CMN	CMN	$1,001 - $15,000	2024-12-20	buy	13
house-8220711-ocr-51	Dependent	UCTT	Ahuja Grandchildren's Education Trust	15000	1001	ULTRA CLEAN HOLDINGS, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-26	buy	9
house-8220711-ocr-50	Dependent	—	Ahuja Grandchildren's Education Trust	100000	50001	UBS AG LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2024-12-19	buy	14
house-8220711-ocr-5	Dependent	DDOG	—	50000	15001	Datadog, Inc. CMN Class A	Stock	$15,001 - $50,000	2024-12-06	buy	23
house-8220711-ocr-49	Dependent	HD	Capital Gains Exceed $200; Partial Transaction	15000	1001	THE HOME DEPOT, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-10	sell	21
house-8220711-ocr-48	Dependent	ABBV	Partial Transaction	15000	1001	ABBVIE INC CMN	Common Stock	$1,001 - $15,000	2024-12-06	sell	23
house-8220711-ocr-47	Dependent	WFC	Capital Gains Exceed $200; Partial Transaction	15000	1001	WELLS FARGO & COMPANY CMN	Common Stock	$1,001 - $15,000	2024-12-05	sell	24
house-8220711-ocr-46	Dependent	PH	Capital Gains Exceed $200; Partial Transaction	15000	1001	PARKER-HANNIFIN CORP. CMN	Common Stock	$1,001 - $15,000	2024-12-10	sell	21
house-8220711-ocr-45	Dependent	CAT	Capital Gains Exceed $200; Partial Transaction	15000	1001	CATERPILLAR INC (DELAWARE) CMN	Common Stock	$1,001 - $15,000	2024-12-06	sell	23
house-8220711-ocr-44	Dependent	PEP	—	15000	1001	PEPSICO, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-19	sell	14
house-8220711-ocr-43	Dependent	SYK	Capital Gains Exceed $200	15000	1001	STRYKER CORPORATION CMN	Common Stock	$1,001 - $15,000	2024-12-19	sell	14
house-8220711-ocr-42	Dependent	SYK	Capital Gains Exceed $200; Partial Transaction	15000	1001	STRYKER CORPORATION CMN	Common Stock	$1,001 - $15,000	2024-12-05	sell	24
house-8220711-ocr-41	Dependent	PEP	Partial Transaction	15000	1001	PEPSICO, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-409	Dependent	—	—	15000	1001	TRANE TECHNOLOGIES PUBLIC LIMI CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-408	Dependent	MRVL	—	15000	1001	MARVELL TECHNOLOGY, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-407	Dependent	LII	Partial Sale	15000	1001	LENNOX INTERNATIONAL INC CMN	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-406	Dependent	GEV	Partial Sale	15000	1001	GE VERNOVA LLC CMN	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-405	Dependent	VRT	Partial Sale	15000	1001	VERTIV HOLDINGS LLC CMN	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-404	Dependent	AVGO	Partial Sale	50000	15001	BROADCOM INC. CMN	Stock	$15,001 - $50,000	2024-12-18	sell	15
house-8220711-ocr-403	Dependent	APP	Partial Sale	50000	15001	APPLOVIN CORPORATION CMN CLASS A	Stock	$15,001 - $50,000	2024-12-18	sell	15
house-8220711-ocr-402	Dependent	MDB	—	15000	1001	MONGODB, INC. CMN	Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-401	Dependent	GOOGL	—	15000	1001	ALPHABET INC. CMN CLASS A	Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-400	Dependent	—	—	15000	1001	OHIO ST HIGHER EDL FAC COMMN REV 5.0000% 12/01/25-CA JD	Municipal Bond	$1,001 - $15,000	2024-12-06	buy	23
house-8220711-ocr-40	Dependent	SYK	Capital Gains Exceed $200; Partial Transaction	15000	1001	STRYKER CORPORATION CMN	Common Stock	$1,001 - $15,000	2024-12-17	sell	16
house-8220711-ocr-4	Dependent	—	—	50000	15001	The Bank of Nova Scotia Linked to S&P 500 Index	Stock	$15,001 - $50,000	2024-12-12	buy	19
house-8220711-ocr-399	Dependent	NEE	—	15000	1001	NEXTERA ENERGY, INC. CMN	Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-398	Dependent	AAPL	—	15000	1001	APPLE INC. CMN	Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-397	Dependent	—	—	15000	1001	AMGEN INC. 2.0% 01/15/2032 USD	Bond	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-396	Dependent	—	—	15000	1001	NEW ALBANY PLAIN LOC SCH DIST GO 4% 12/01/25 JD	Municipal Bond	$1,001 - $15,000	2024-12-02	buy	27
house-8220711-ocr-395	Dependent	—	—	15000	1001	OREGON OHIO GO 5% 12/01/25 JD	Municipal Bond	$1,001 - $15,000	2024-12-12	buy	19
house-8220711-ocr-394	Dependent	—	—	15000	1001	AUTOZONE INC 4.75% 08/01/2032 USD	Bond	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-393	Dependent	—	—	15000	1001	ROPER TECHNOLOGIES INC 4.75% 02/15/2032	Bond	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-392	Dependent	—	—	15000	1001	BAXTER INTERNATIONAL INC 2.539% 02/01/2032 USD	Bond	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-391	Dependent	—	—	15000	1001	T-MOBILE USA, INC. 2.7% 03/15/2032 USD	Bond	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-390	Dependent	MSFT	—	15000	1001	MICROSOFT CORPORATION CMN	Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-39	Dependent	PEP	Partial Transaction	15000	1001	PEPSICO, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-17	sell	16
house-8220711-ocr-389	Dependent	—	—	15000	1001	BELL CANADA 2.15% 02/15/2032 USD	Bond	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-388	Dependent	—	—	15000	1001	JM SMUCKER CO 2.125% 03/15/2032 USD	Bond	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-387	Dependent	—	—	15000	1001	AEP TEXAS INC 4.7% 05/15/2032 USD	Bond	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-386	Dependent	—	—	15000	1001	WASTE CONNECTIONS INC 3.2% 06/01/2032 USD	Bond	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-385	Dependent	LIN	—	15000	1001	LINDE PLC CMN	Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-384	Dependent	PSX	—	15000	1001	PHILLIPS 66 CMN	Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-383	Dependent	—	—	15000	1001	CUBESMART LP 2.0% 05/18/2032 USD	Bond	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-382	Dependent	—	—	50000	15001	BOWLING GREEN OHIO CITY SCH GO 5% 10/01/25 AO	Municipal Bond	$15,001 - $50,000	2024-12-12	buy	19
house-8220711-ocr-381	Dependent	TEAM	—	50000	15001	ATLASSIAN CORP CMN	Stock	$15,001 - $50,000	2024-12-18	buy	15
house-8220711-ocr-380	Dependent	—	—	50000	15001	OHIO ST DB 5% 05/01/25 MN	Municipal Bond	$15,001 - $50,000	2024-12-03	buy	26
house-8220711-ocr-38	Dependent	SYK	Partial Transaction	15000	1001	STRYKER CORPORATION CMN	Common Stock	$1,001 - $15,000	2024-12-19	sell	14
house-8220711-ocr-379	Dependent	—	—	50000	15001	CITY OF COLUMBUS, OHIO GO 5.0000% 04/01/25 AO	Municipal Bond	$15,001 - $50,000	2024-12-16	buy	17
house-8220711-ocr-378	Dependent	—	—	50000	15001	COLUMBUS OHIO GO 4% 08/15/25 FA	Municipal Bond	$15,001 - $50,000	2024-12-04	buy	25
house-8220711-ocr-377	Dependent	—	—	50000	15001	HAMILTON CNTY OHIO SALES TAX REV 5% 12/01/25 JD	Municipal Bond	$15,001 - $50,000	2024-12-04	buy	25
house-8220711-ocr-376	Dependent	—	—	50000	15001	LAKE CNTY OHIO HOSP FACS REV REV 5% 08/15/45 FA	Municipal Bond	$15,001 - $50,000	2024-12-13	buy	18
house-8220711-ocr-375	Dependent	—	—	50000	15001	CLEVELAND OHIO INCOME TAX REV REV 5% 10/01/25 AO	Municipal Bond	$15,001 - $50,000	2024-12-18	buy	15
house-8220711-ocr-374	Dependent	—	—	50000	15001	OHIO ST UNIV GEN RCPTS REV 5% 12/01/25 JD	Municipal Bond	$15,001 - $50,000	2024-12-09	buy	22
house-8220711-ocr-373	Dependent	—	—	100000	50001	FRANKLIN CNTY OHIO SALES TAX REV 5% 06/01/25 JD	Municipal Bond	$50,001 - $100,000	2024-12-17	buy	16
house-8220711-ocr-372	Dependent	—	—	100000	50001	STATE OF OHIO GO 5.0000% 05/01/25 MN	Municipal Bond	$50,001 - $100,000	2024-12-04	buy	25
house-8220711-ocr-371	Dependent	—	—	100000	50001	OHIO HSG FIN AGY MULTIFAMILY REV 3.8500% 07/01/25 JJ	Municipal Bond	$50,001 - $100,000	2024-12-03	buy	26
house-8220711-ocr-370	Dependent	—	—	100000	50001	MIAMI UNIV OHIO GEN RCPTS REV 5% 09/01/25 MS	Municipal Bond	$50,001 - $100,000	2024-12-17	buy	16
house-8220711-ocr-37	Dependent	ALL	Capital Gains Exceed $200; Partial Transaction	15000	1001	ALLSTATE CORPORATION COMMON STOCK	Common Stock	$1,001 - $15,000	2024-12-05	sell	24
house-8220711-ocr-369	Dependent	—	—	100000	50001	AUS TX CNY COL DST PUB FC LS REV 5.0000% 08/01/25-CA FA	Municipal Bond	$50,001 - $100,000	2024-12-13	buy	18
house-8220711-ocr-368	Dependent	—	—	100000	50001	LAKE CNTY OHIO HOSP FACS REV REV 5% 08/15/45 FA	Municipal Bond	$50,001 - $100,000	2024-12-09	buy	22
house-8220711-ocr-367	Dependent	—	—	100000	50001	OHIO ST WTR DEV AUTH WTR REV 5% 12/01/25 JD	Municipal Bond	$50,001 - $100,000	2024-12-04	buy	25
house-8220711-ocr-366	Dependent	—	—	100000	50001	AKRON OHIO INCOME TAX REV REV 5% 12/01/25 JD	Municipal Bond	$50,001 - $100,000	2024-12-16	buy	17
house-8220711-ocr-365	Dependent	—	—	250000	100001	OHIO STATE UNIVERSITY (THE) REV 5.0000% 12/01/25 JD	Municipal Bond	$100,001 - $250,000	2024-12-11	buy	20
house-8220711-ocr-364	Dependent	—	—	250000	100001	COLUMBUS OHIO GO 5% 07/01/25 JJ	Municipal Bond	$100,001 - $250,000	2024-12-05	buy	24
house-8220711-ocr-363	Dependent	—	—	250000	100001	OHIO ST UNIV GEN RCPTS REV 5% 12/01/25 JD	Municipal Bond	$100,001 - $250,000	2024-12-12	buy	19
house-8220711-ocr-362	Dependent	—	—	250000	100001	HAMILTON CNTY OHIO SALES TAX REV 5% 12/01/25 JD	Municipal Bond	$100,001 - $250,000	2024-12-13	buy	18
house-8220711-ocr-361	Dependent	—	—	250000	100001	CINCINNATI OHIO WTR SYS REV REV 4% 12/01/25 JD	Municipal Bond	$100,001 - $250,000	2024-12-10	buy	21
house-8220711-ocr-360	Dependent	—	—	250000	100001	XENIA OHIO CMNTY CITY SCH DIST GO 4% 12/01/25 JD	Municipal Bond	$100,001 - $250,000	2024-12-16	buy	17
house-8220711-ocr-36	Dependent	PEP	Partial Transaction	15000	1001	PEPSICO, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-359	Dependent	—	—	250000	100001	OHIO ST CULTURAL & SPORTS CAP REV 5.0000% 10/01/25 AO	Municipal Bond	$100,001 - $250,000	2024-12-12	buy	19
house-8220711-ocr-358	Spouse	WFC	—	15000	1001	WELLS FARGO & COMPANY CMN	Common Stock	$1,001 - $15,000	2024-12-05	sell	24
house-8220711-ocr-357	Spouse	ABBV	—	15000	1001	ABBVIE INC CMN	Common Stock	$1,001 - $15,000	2024-12-06	sell	23
house-8220711-ocr-356	Spouse	SYK	—	15000	1001	Stryker Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-19	sell	14
house-8220711-ocr-355	Spouse	SYK	—	15000	1001	Stryker Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-17	sell	16
house-8220711-ocr-354	Spouse	PEP	—	15000	1001	Pepsico, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-19	sell	14
house-8220711-ocr-353	Spouse	CAT	—	15000	1001	Caterpillar Inc (Delaware) CMN	Common Stock	$1,001 - $15,000	2024-12-06	sell	23
house-8220711-ocr-352	Spouse	PEP	—	15000	1001	Pepsico, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-351	Spouse	PEP	—	15000	1001	Pepsico, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-17	sell	16
house-8220711-ocr-350	Spouse	SYK	—	15000	1001	Stryker Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-05	sell	24
house-8220711-ocr-35	Dependent	PEP	Partial Transaction	15000	1001	PEPSICO, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-349	Spouse	PEP	—	15000	1001	Pepsico, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-348	Spouse	ALL	—	15000	1001	Allstate Corporation Common Stock	Common Stock	$1,001 - $15,000	2024-12-05	sell	24
house-8220711-ocr-347	Spouse	SYK	—	15000	1001	Stryker Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-19	sell	14
house-8220711-ocr-346	Spouse	PEP	—	15000	1001	Pepsico, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-345	Spouse	HD	—	15000	1001	The Home Depot, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-06	sell	23
house-8220711-ocr-344	Spouse	AMZN	—	15000	1001	Amazon.com Inc CMN	Common Stock	$1,001 - $15,000	2024-12-05	sell	24
house-8220711-ocr-343	Spouse	CL	—	15000	1001	Colgate-Palmolive Co CMN	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-342	Spouse	CL	—	15000	1001	Colgate-Palmolive Co CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-341	Spouse	CL	—	15000	1001	Colgate-Palmolive Co CMN	Common Stock	$1,001 - $15,000	2024-12-17	buy	16
house-8220711-ocr-340	Spouse	BRK-B	—	15000	1001	Berkshire Hathaway Inc. Class B	Common Stock	$1,001 - $15,000	2024-12-17	buy	16
house-8220711-ocr-34	Dependent	HD	—	15000	1001	The Home Depot, Inc. CMN	Stock	$1,001 - $15,000	2024-12-06	sell	23
house-8220711-ocr-339	Spouse	CL	—	15000	1001	COLGATE-PALMOLIVE CO CMN	Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-338	Spouse	CL	—	15000	1001	COLGATE-PALMOLIVE CO CMN	Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-337	Spouse	CL	—	15000	1001	COLGATE-PALMOLIVE CO CMN	Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-336	Spouse	—	—	15000	1001	CITIGROUP INC. HYBRID PERPETUAL	Stock	$1,001 - $15,000	2024-12-05	buy	24
house-8220711-ocr-335	Spouse	—	—	15000	1001	CITIGROUP INC. HYBRID PERPETUAL	Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-334	Spouse	PRU	—	15000	1001	PRUDENTIAL FINANCIAL, INC. HYBRID 09/01/2052 USD	Stock	$1,001 - $15,000	2024-12-20	buy	13
house-8220711-ocr-333	Spouse	ACN	—	15000	1001	ACCENTURE PLC CMN CLASS A	Stock	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-332	Spouse	—	—	15000	1001	MEDTRONIC PUBLIC LIMITED COMPA CMN	Stock	$1,001 - $15,000	2024-12-05	buy	24
house-8220711-ocr-331	Spouse	TXN	—	15000	1001	TEXAS INSTRUMENTS INC. CMN	Stock	$1,001 - $15,000	2024-12-05	buy	24
house-8220711-ocr-330	Spouse	AIG	—	15000	1001	AMERICAN INTL GROUP, INC. CMN	Stock	$1,001 - $15,000	2024-12-12	buy	19
house-8220711-ocr-33	Dependent	AMZN	—	15000	1001	Amazon.com Inc CMN	Stock	$1,001 - $15,000	2024-12-05	sell	24
house-8220711-ocr-329	Spouse	BRK-B	—	15000	1001	BERKSHIRE HATHAWAY INC. CLASS B	Stock	$1,001 - $15,000	2024-12-05	buy	24
house-8220711-ocr-328	Spouse	BLDR	—	15000	1001	BUILDERS FIRSTSOURCE, INC. CMN	Stock	$1,001 - $15,000	2024-12-05	buy	24
house-8220711-ocr-327	Spouse	—	—	15000	1001	JPMORGAN CHASE & CO. HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-326	Spouse	CL	—	15000	1001	COLGATE-PALMOLIVE CO CMN	Stock	$1,001 - $15,000	2024-12-20	buy	13
house-8220711-ocr-325	Spouse	—	—	15000	1001	BECTON, DICKINSON AND COMPANY CMN	Stock	$1,001 - $15,000	2024-12-06	buy	23
house-8220711-ocr-324	Spouse	—	Ritu Ahuja 1995 Trust	50000	15001	LAS VEGAS VY NEV WTR DIST DB 5% 06/01/32 JD	Stock	$15,001 - $50,000	2024-12-23	buy	12
house-8220711-ocr-323	Spouse	PGR	—	15000	1001	THE PROGRESSIVE CORPORATION	Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-322	Spouse	ORCL	—	15000	1001	Oracle Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-321	Spouse	CDW	—	15000	1001	CDW Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-320	Spouse	GPC	—	15000	1001	Genuine Parts Co. CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-32	Dependent	GEV	—	15000	1001	GE Vernova LLC CMN	Stock	$1,001 - $15,000	2024-12-06	sell	23
house-8220711-ocr-319	Spouse	FMC	—	15000	1001	FMC Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-318	Spouse	DOW	—	15000	1001	Dow Inc CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-317	Spouse	HCA	—	15000	1001	HCA Healthcare, Inc CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-316	Spouse	AVY	—	15000	1001	Avery Dennison Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-315	Spouse	IQV	—	15000	1001	IQVIA Holdings Inc CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-314	Spouse	SMCI	—	15000	1001	Super Micro Computer, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-313	Spouse	—	—	15000	1001	D.R. Horton, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-312	Spouse	—	—	15000	1001	Vertex Pharmaceuticals Incorpo CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-311	Spouse	ADM	—	15000	1001	Archer-Daniels-Midland Company CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-310	Spouse	—	—	15000	1001	Estee Lauder Cos Inc CL-A CMN Class A	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-31	Dependent	MS	—	15000	1001	Morgan Stanley CMN	Stock	$1,001 - $15,000	2024-12-06	sell	23
house-8220711-ocr-309	Spouse	HAS	—	15000	1001	Hasbro, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-308	Spouse	PPG	—	15000	1001	PPG Industries, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-307	Spouse	SWK	—	15000	1001	Stanley Black & Decker, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-306	Spouse	KDP	—	15000	1001	Keurig Dr Pepper Inc CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-305	Spouse	ABNB	Partial Sale	15000	1001	AIRBNB, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-304	Spouse	ADBE	Partial Sale	15000	1001	ADOBE INC CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-303	Spouse	—	—	15000	1001	HARTFORD FINANCIAL SRVCS GROUP CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-302	Spouse	MOH	—	15000	1001	MOLINA HEALTHCARE, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-301	Spouse	MPWR	—	15000	1001	MONOLITHIC POWER SYSTEMS, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-300	Spouse	PG	Partial Sale	15000	1001	PROCTER & GAMBLE COMPANY (THE) CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-30	Dependent	NKE	—	50000	15001	Nike Class-B CMN Class B	Stock	$15,001 - $50,000	2024-12-06	sell	23
house-8220711-ocr-3	Dependent	SBUX	—	50000	15001	Starbucks Corp. CMN	Stock	$15,001 - $50,000	2024-12-06	buy	23
house-8220711-ocr-299	Spouse	EG	—	15000	1001	EVEREST GROUP LTD CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-298	Spouse	NDAQ	Partial Sale	15000	1001	NASDAQ INC. CMN	Common Stock	$1,001 - $15,000	2024-12-10	sell	21
house-8220711-ocr-297	Spouse	MA	Partial Sale	15000	1001	MASTERCARD INCORPORATED CMN CLASS A	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-296	Spouse	CNC	—	15000	1001	CENTENE CORPORATION CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-295	Spouse	GLW	Partial Sale	15000	1001	CORNING INCORPORATED CMN	Common Stock	$1,001 - $15,000	2024-12-17	sell	16
house-8220711-ocr-294	Spouse	DGX	—	15000	1001	QUEST DIAGNOSTICS INCORPORATED CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-293	Spouse	CVS	—	15000	1001	CVS HEALTH CORP CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-292	Spouse	BRK-B	Partial Sale	15000	1001	BERKSHIRE HATHAWAY INC. CLASS B	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-291	Spouse	IEX	—	15000	1001	IDEX CORPORATION COMMON STOCK	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-290	Spouse	IBM	Partial Sale	15000	1001	INTL BUSINESS MACHINES CORP CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-29	Dependent	CSCO	—	100000	50001	Cisco Systems, Inc. CMN	Stock	$50,001 - $100,000	2024-12-06	sell	23
house-8220711-ocr-289	Spouse	ON	—	15000	1001	ON SEMICONDUCTOR CORPORATION CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-288	Spouse	NSC	—	15000	1001	Norfolk Southern Corp CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-287	Spouse	—	—	15000	1001	Medtronic Public Limited Compa CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-286	Spouse	NDAQ	—	15000	1001	Nasdaq Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-19	sell	14
house-8220711-ocr-285	Spouse	SNPS	—	15000	1001	Synopsys Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-284	Spouse	BRO	—	15000	1001	Brown & Brown, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-283	Spouse	—	—	15000	1001	Huntington Bancshares Incorpor CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-282	Spouse	—	—	15000	1001	J B Hunt Trans Svcs Inc CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-281	Spouse	NDAQ	—	15000	1001	Nasdaq Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-06	sell	23
house-8220711-ocr-280	Spouse	ROP	—	15000	1001	Roper Technologies Inc CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-28	Dependent	—	—	15000	1001	Call/MS Flex Euro PM @ 117.5 Exp 12/06/2024	Stock	$1,001 - $15,000	2024-12-06	buy	23
house-8220711-ocr-279	Spouse	CI	—	15000	1001	Cigna Group/The CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-278	Spouse	VMC	—	15000	1001	Vulcan Materials Co CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-277	Spouse	PAYX	—	15000	1001	Paychex, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-276	Spouse	AMAT	—	15000	1001	Applied Materials Inc CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-275	Spouse	INTC	—	15000	1001	Intel Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-274	Spouse	ADP	—	15000	1001	Automatic Data Processing Inc CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-273	Spouse	COO	—	15000	1001	Cooper Cos Inc/The CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-272	Spouse	—	—	15000	1001	Crown Castle Intl Corp CMN	Common Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-271	Spouse	TXN	—	15000	1001	TEXAS INSTRUMENTS INC. CMN	Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-270	Spouse	—	—	15000	1001	A.O. SMITH CORP (DEL) CMN	Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-27	Dependent	—	—	15000	1001	Call/AMZN Flex Euro PM 205 Exp 12/06/2024	Stock	$1,001 - $15,000	2024-12-06	buy	23
house-8220711-ocr-269	Spouse	MS	—	15000	1001	MORGAN STANLEY CMN	Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-268	Spouse	ZBH	—	15000	1001	ZIMMER BIOMET HOLDINGS INC	Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-267	Spouse	DHR	—	15000	1001	DANAHER CORPORATION CMN	Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-266	Spouse	PFE	—	15000	1001	PFIZER INC. CMN	Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-265	Spouse	TMO	—	15000	1001	THERMO FISHER SCIENTIFIC INC CMN	Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-264	Spouse	AMP	—	15000	1001	AMERIPRISE FINANCIAL, INC. CMN	Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-263	Spouse	AIG	—	15000	1001	AMERICAN INTL GROUP, INC. CMN	Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-262	Spouse	ABBV	—	15000	1001	ABBVIE INC CMN	Stock	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-261	Spouse	AMGN	—	50000	15001	AMGEN INC. CMN	Stock	$15,001 - $50,000	2024-12-16	sell	17
house-8220711-ocr-260	Spouse	CB	—	50000	15001	CHUBB LIMITED CMN	Stock	$15,001 - $50,000	2024-12-16	sell	17
house-8220711-ocr-26	Dependent	—	—	15000	1001	Call/MRVL Flex Euro PM 88 Exp 12/06/2024	Stock	$1,001 - $15,000	2024-12-06	buy	23
house-8220711-ocr-259	Spouse	PEP	—	50000	15001	PEPSICO, INC. CMN	Stock	$15,001 - $50,000	2024-12-16	sell	17
house-8220711-ocr-258	Spouse	XSP	—	15000	1001	PUT/XSP @ 584 EXP 02/07/2025	Option	$1,001 - $15,000	2024-12-16	sell	17
house-8220711-ocr-257	Spouse	XSP	—	15000	1001	PUT/XSP @ 590 EXP 02/21/2025	Option	$1,001 - $15,000	2024-12-06	sell	23
house-8220711-ocr-256	Spouse	XSP	—	15000	1001	PUT/XSP @ 585 EXP 01/31/2025	Option	$1,001 - $15,000	2024-12-02	sell	27
house-8220711-ocr-255	Spouse	XSP	—	15000	1001	PUT/XSP @ 587 EXP 02/28/2025	Option	$1,001 - $15,000	2024-12-10	sell	21
house-8220711-ocr-254	Spouse	XSP	@ 565 EXP	15000	1001	Put/XSP @ 565 Exp 02/21/2025	Option	$1,001 - $15,000	2024-12-23	sell	12
house-8220711-ocr-253	Spouse	—	—	15000	1001	Call/SMFG Flex Euro PM 14.5 Exp 12/13/2024	Option	$1,001 - $15,000	2024-12-13	buy	18
house-8220711-ocr-252	Spouse	TAK	—	15000	1001	Takeda Pharmaceutical Co Ltd Sponsored ADR CMN	Common Stock	$1,001 - $15,000	2024-12-13	buy	18
house-8220711-ocr-251	Spouse	ROK	—	15000	1001	Rockwell Automation Inc CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-250	Spouse	UBER	—	15000	1001	Uber Technologies, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-25	Dependent	AMZN	—	15000	1001	Amazon.com Inc CMN	Stock	$1,001 - $15,000	2024-12-06	buy	23
house-8220711-ocr-249	Spouse	ULTA	—	15000	1001	Ulta Beauty Inc CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-248	Spouse	—	—	15000	1001	Elanco Animal Health Incorpora CMN	Common Stock	$1,001 - $15,000	2024-12-20	buy	13
house-8220711-ocr-247	Spouse	—	—	15000	1001	Teledyne Technologies Incorpor CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-246	Spouse	BLDR	—	15000	1001	Builders Firstsource, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-245	Spouse	—	—	15000	1001	Elanco Animal Health Incorpora CMN	Common Stock	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-244	Spouse	EMR	—	15000	1001	Emerson Electric Co. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-243	Spouse	GL	—	15000	1001	Globe Life Inc CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-242	Spouse	HSY	—	15000	1001	The Hershey Company CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-241	Spouse	TGT	—	15000	1001	Target Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-240	Spouse	JBL	—	15000	1001	Jabil Inc CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-24	Dependent	—	—	15000	1001	Citigroup Inc. Hybrid Perpetual	Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-239	Spouse	VZ	—	15000	1001	Verizon Communications, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-238	Spouse	TFX	—	15000	1001	Teleflex Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-237	Spouse	NKE	—	15000	1001	Nike Class-B CMN Class B	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-236	Spouse	SWKS	—	15000	1001	Skyworks Solutions, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-235	Spouse	CE	—	15000	1001	Celanese Corporation Common Stock	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-234	Spouse	ACGL	—	15000	1001	Arch Capital Group Ltd. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-233	Spouse	HPQ	—	15000	1001	HP Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-232	Spouse	CMCSA	—	15000	1001	Comcast Corporation CMN Class A Voting	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-231	Spouse	O	—	15000	1001	Realty Income Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-230	Spouse	MDLZ	—	15000	1001	Mondelez International, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-23	Dependent	CL	—	15000	1001	Colgate-Palmolive Co CMN	Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-229	Spouse	SOLV	—	15000	1001	Solventum Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-228	Spouse	SYY	—	15000	1001	Sysco Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-227	Spouse	LKQ	—	15000	1001	LKQ Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-226	Spouse	BAX	—	15000	1001	Baxter International Inc CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-225	Spouse	QRVO	—	15000	1001	Qorvo, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-224	Spouse	CTSH	—	15000	1001	Cognizant Technology Solutions Corp Class A	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-223	Spouse	FCX	—	15000	1001	Freeport-McMoran Inc CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-222	Spouse	GPN	—	15000	1001	Global Payments Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-221	Spouse	HPE	—	15000	1001	Hewlett Packard Enterprise Co CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-220	Spouse	—	—	15000	1001	CHARLES RIVER LABORATORIES INT CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-22	Dependent	CL	—	15000	1001	Colgate-Palmolive Co CMN	Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-219	Spouse	—	—	15000	1001	SEAGATE TECHNOLOGY HOLDIN PLC CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-218	Spouse	MGM	—	15000	1001	MGM RESORTS INTERNATIONAL CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-217	Spouse	RF	—	15000	1001	REGIONS FINANCIAL CORPORATION CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-216	Spouse	MRNA	—	15000	1001	MODERNA, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-215	Spouse	ENPH	—	15000	1001	ENPHASE ENERGY, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-214	Spouse	WDC	—	15000	1001	WESTERN DIGITAL CORPORATION CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-213	Spouse	EQR	—	15000	1001	EQUITY RESIDENTIAL CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-212	Spouse	ROST	—	15000	1001	ROSS STORES, INC CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-211	Spouse	PTC	—	15000	1001	PTC INC. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-210	Spouse	BIIB	—	15000	1001	BIOGEN INC. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-21	Dependent	—	—	15000	1001	JPMorgan Chase & Co. Hybrid Perpetual USD	Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-209	Spouse	TECH	—	15000	1001	BIO-TECHNE CORPORATION CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-208	Spouse	TER	—	15000	1001	TERADYNE INC CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-207	Spouse	MU	—	15000	1001	MICRON TECHNOLOGY, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-206	Spouse	WST	—	15000	1001	WEST PHARMACEUTICAL SERVICES INC	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-205	Spouse	OKTA	—	15000	1001	OKTA, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-204	Spouse	ETN	—	15000	1001	EATON CORP PLC CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-203	Spouse	UCTT	—	15000	1001	ULTRA CLEAN HOLDINGS, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-27	buy	8
house-8220711-ocr-202	Spouse	SHW	—	15000	1001	SHERWIN-WILLIAMS CO CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-201	Spouse	OKTA	—	15000	1001	OKTA, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2024-12-31	buy	6
house-8220711-ocr-200	Spouse	OKTA	—	15000	1001	OKTA, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-20	Dependent	CL	—	15000	1001	Colgate-Palmolive Co CMN	Stock	$1,001 - $15,000	2024-12-17	buy	16
house-8220711-ocr-2	Dependent	—	—	100000	50001	Citigroup Inc. Linked to Basket of Indices	Stock	$50,001 - $100,000	2024-12-10	buy	21
house-8220711-ocr-199	Spouse	IDXX	—	15000	1001	IDEXX LABORATORIES CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-198	Spouse	NXPI	—	15000	1001	NXP SEMICONDUCTORS N.V. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-197	Spouse	LEN	—	15000	1001	LENNAR CORPORATION CMN CLASS A	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-196	Spouse	PINS	—	15000	1001	PINTEREST INC CMN CLASS A	Common Stock	$1,001 - $15,000	2024-12-11	buy	20
house-8220711-ocr-195	Spouse	KEYS	—	15000	1001	KEYSIGHT TECHNOLOGIES, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-194	Spouse	HUM	—	15000	1001	HUMANA INC. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-193	Spouse	—	—	15000	1001	MICROCHIP TECHNOLOGY INCORPORA CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-192	Spouse	F	—	15000	1001	FORD MOTOR COMPANY CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-191	Spouse	MET	—	15000	1001	METLIFE, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-190	Spouse	CSX	—	15000	1001	CSX CORPORATION CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-19	Dependent	CL	—	15000	1001	Colgate-Palmolive Co CMN	Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-189	Spouse	ICE	—	15000	1001	INTERCONTINENTAL EXCHANGE INC CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-188	Spouse	OKTA	—	15000	1001	OKTA, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2024-12-20	buy	13
house-8220711-ocr-187	Spouse	OKTA	—	15000	1001	OKTA, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2024-12-27	buy	8
house-8220711-ocr-186	Spouse	A	—	15000	1001	AGILENT TECHNOLOGIES, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-185	Spouse	BX	—	15000	1001	BLACKSTONE GROUP INC/THE CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-184	Spouse	AMT	—	15000	1001	AMERICAN TOWER CORPORATION CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-183	Spouse	PRU	—	15000	1001	PRUDENTIAL FINANCIAL INC CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-182	Spouse	—	—	15000	1001	BLACKROCK FUNDING, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-181	Spouse	REGN	—	15000	1001	REGENERON PHARMACEUTICAL INC CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-180	Spouse	—	—	15000	1001	CHARLES SCHWAB CORPORATION CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-18	Dependent	CL	—	15000	1001	Colgate-Palmolive Co CMN	Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-179	Spouse	SYK	—	15000	1001	STRYKER CORPORATION CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-178	Spouse	—	—	15000	1001	MARSH & MCLENNAN CO INC CMN	Common Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-177	Spouse	ELV	—	50000	15001	ELEVANCE HEALTH INC CMN	Common Stock	$15,001 - $50,000	2024-12-16	buy	17
house-8220711-ocr-176	Spouse	UNP	—	50000	15001	UNION PACIFIC CORP. CMN	Common Stock	$15,001 - $50,000	2024-12-16	buy	17
house-8220711-ocr-175	Spouse	ABT	—	50000	15001	ABBOTT LABORATORIES CMN	Common Stock	$15,001 - $50,000	2024-12-16	buy	17
house-8220711-ocr-174	Spouse	LIN	—	50000	15001	LINDE PLC CMN	Common Stock	$15,001 - $50,000	2024-12-16	buy	17
house-8220711-ocr-173	Spouse	QCOM	—	50000	15001	QUALCOMM INC CMN	Common Stock	$15,001 - $50,000	2024-12-16	buy	17
house-8220711-ocr-172	Spouse	MRK	—	50000	15001	MERCK & CO., INC. CMN	Common Stock	$15,001 - $50,000	2024-12-16	buy	17
house-8220711-ocr-171	Spouse	KO	—	50000	15001	COCA-COLA COMPANY (THE) CMN	Common Stock	$15,001 - $50,000	2024-12-16	buy	17
house-8220711-ocr-170	Spouse	—	—	250000	100001	JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Common Stock	$100,001 - $250,000	2024-12-02	buy	27
house-8220711-ocr-17	Dependent	CL	—	15000	1001	Colgate-Palmolive Co CMN	Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-169	Spouse	SSNC	Capital Gains Exceed $200; Partial Transaction	15000	1001	SS&C Technologies Holdings, Inc. CMN	Stock	$1,001 - $15,000	2024-12-03	sell	26
house-8220711-ocr-168	Spouse	NDAQ	Capital Gains Exceed $200; Partial Transaction	15000	1001	Nasdaq Inc. CMN	Stock	$1,001 - $15,000	2024-12-10	sell	21
house-8220711-ocr-167	Spouse	GLW	Capital Gains Exceed $200; Partial Transaction	15000	1001	Corning Incorporated CMN	Stock	$1,001 - $15,000	2024-12-17	sell	16
house-8220711-ocr-166	Spouse	NDAQ	Capital Gains Exceed $200; Partial Transaction	15000	1001	Nasdaq Inc. CMN	Stock	$1,001 - $15,000	2024-12-19	sell	14
house-8220711-ocr-165	Spouse	NDAQ	Capital Gains Exceed $200; Partial Transaction	15000	1001	Nasdaq Inc. CMN	Stock	$1,001 - $15,000	2024-12-06	sell	23
house-8220711-ocr-164	Spouse	—	—	15000	1001	Elanco Animal Health Incorpora CMN	Stock	$1,001 - $15,000	2024-12-20	buy	13
house-8220711-ocr-163	Spouse	—	—	15000	1001	Elanco Animal Health Incorpora CMN	Stock	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-162	Spouse	OKTA	—	15000	1001	Okta, Inc. CMN Class A	Stock	$1,001 - $15,000	2024-12-18	buy	15
house-8220711-ocr-161	Spouse	UCTT	—	15000	1001	Ultra Clean Holdings, Inc. CMN	Stock	$1,001 - $15,000	2024-12-27	buy	8
house-8220711-ocr-160	Spouse	OKTA	—	15000	1001	Okta, Inc. CMN Class A	Stock	$1,001 - $15,000	2024-12-31	buy	6
house-8220711-ocr-16	Dependent	TXN	—	15000	1001	Texas Instruments Inc. CMN	Stock	$1,001 - $15,000	2024-12-05	buy	24
house-8220711-ocr-159	Spouse	OKTA	—	15000	1001	Okta, Inc. CMN Class A	Stock	$1,001 - $15,000	2024-12-16	buy	17
house-8220711-ocr-158	Spouse	PINS	—	15000	1001	Pinterest Inc CMN Class A	Stock	$1,001 - $15,000	2024-12-11	buy	20
house-8220711-ocr-157	Spouse	OKTA	—	15000	1001	Okta, Inc. CMN Class A	Stock	$1,001 - $15,000	2024-12-20	buy	13
house-8220711-ocr-156	Spouse	OKTA	—	15000	1001	Okta, Inc. CMN Class A	Stock	$1,001 - $15,000	2024-12-27	buy	8
house-8220711-ocr-155	Spouse	—	—	100000	50001	National Bank of Canada Linked to S&P 500 Index	Stock	$50,001 - $100,000	2024-12-02	buy	27
house-8220711-ocr-154	Spouse	—	—	250000	100001	Royal Bank of Canada Linked to S&P 500 Index	Stock	$100,001 - $250,000	2024-12-19	buy	14
house-8220711-ocr-153	Dependent	JNJ	—	15000	1001	Johnson & Johnson CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-152	Dependent	MRNA	—	15000	1001	Moderna, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-151	Dependent	NEM	—	15000	1001	Newmont Corp CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-150	Dependent	NDSN	—	15000	1001	Nordson Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-15	Dependent	BRK-B	—	15000	1001	Berkshire Hathaway Inc. Class B	Stock	$1,001 - $15,000	2024-12-17	buy	16
house-8220711-ocr-149	Dependent	DOW	—	15000	1001	Dow Inc CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-148	Dependent	LYB	—	15000	1001	LyondellBasell Industries N.V. CMN Class A	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-147	Dependent	INTC	—	15000	1001	Intel Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-146	Dependent	BAX	—	15000	1001	Baxter International Inc CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-145	Dependent	LOW	—	15000	1001	Lowes Companies Inc CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-144	Dependent	PG	—	15000	1001	Procter & Gamble Company (The) CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-143	Dependent	ABNB	—	15000	1001	Airbnb, Inc. CMN Class A	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-142	Dependent	F	—	15000	1001	Ford Motor Company CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-141	Dependent	AMP	—	15000	1001	Ameriprise Financial, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-140	Dependent	PAYX	—	15000	1001	Paychex, Inc. CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-14	Dependent	ACN	—	15000	1001	Accenture PLC CMN Class A	Stock	$1,001 - $15,000	2024-12-03	buy	26
house-8220711-ocr-139	Dependent	MLM	—	15000	1001	Martin Marietta Materials, Inc CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-138	Dependent	INCY	—	15000	1001	Incyte Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-137	Dependent	AMT	—	15000	1001	American Tower Corporation CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-136	Dependent	CL	—	15000	1001	COLGATE-PALMOLIVE CO CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-135	Dependent	BALL	—	15000	1001	BALL CORPORATION CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-134	Dependent	—	—	15000	1001	SEAGATE TECHNOLOGY HOLDIN PLC CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-133	Dependent	AVY	—	15000	1001	AVERY DENNISON CORPORATION CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-132	Dependent	MNST	—	15000	1001	MONSTER BEVERAGE CORPORATION CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-131	Dependent	MET	—	15000	1001	METLIFE, INC. CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-130	Dependent	—	—	15000	1001	W.R. BERKLEY CORPORATION CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-13	Dependent	—	—	15000	1001	Medtronic Public Limited Compa CMN	Stock	$1,001 - $15,000	2024-12-05	buy	24
house-8220711-ocr-129	Dependent	LKQ	—	15000	1001	LKQ CORPORATION CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-128	Dependent	DGX	—	15000	1001	QUEST DIAGNOSTICS INCORPORATED CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-127	Dependent	—	—	15000	1001	A.O. SMITH CORP (DEL) CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-126	Dependent	—	—	15000	1001	BECTON, DICKINSON AND COMPANY CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-125	Dependent	STZ	—	15000	1001	CONSTELLATION BRANDS INC CMN CLASS A	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-124	Dependent	CVS	—	15000	1001	CVS HEALTH CORP CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-123	Dependent	COR	—	15000	1001	CENCORA INC CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-122	Dependent	HUM	—	15000	1001	HUMANA INC. CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-121	Dependent	NSC	—	15000	1001	NORFOLK SOUTHERN CORP CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-120	Dependent	ABBV	—	15000	1001	ABBVIE INC CMN	Common Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-12	Dependent	BRK-B	—	15000	1001	Berkshire Hathaway Inc. Class B	Stock	$1,001 - $15,000	2024-12-05	buy	24
house-8220711-ocr-119	Dependent	—	—	15000	1001	Medtronic Public Limited Compa CMN	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-118	Dependent	COO	—	15000	1001	Cooper Cos Inc/The CMN	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-117	Dependent	PHM	—	15000	1001	Pultegroup Inc. CMN	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-116	Dependent	ARE	—	15000	1001	Alexandria Real Estate Equities, Inc.	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-115	Dependent	PPG	—	15000	1001	PPG Industries, Inc. CMN	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-114	Dependent	UPS	—	15000	1001	United Parcel Service, Inc. Class B Common Stock	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-113	Dependent	ZBH	—	15000	1001	Zimmer Biomet Holdings Inc	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-112	Dependent	—	—	15000	1001	UnitedHealth Group Incorporate CMN	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-111	Dependent	BIIB	—	15000	1001	Biogen Inc. CMN	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-110	Dependent	MDLZ	—	15000	1001	Mondelez International, Inc. CMN	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-11	Dependent	AIG	—	15000	1001	American Intl Group, Inc. CMN	Stock	$1,001 - $15,000	2024-12-12	buy	19
house-8220711-ocr-109	Dependent	PGR	—	15000	1001	The Progressive Corporation CMN	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-108	Dependent	JPM	—	15000	1001	JPMorgan Chase & Co CMN	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-107	Dependent	TFC	—	15000	1001	Truist Financial Corporation CMN	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-106	Dependent	CI	—	15000	1001	Cigna Group/The CMN	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-105	Dependent	PNC	—	15000	1001	PNC Financial Services Group, CMN	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-104	Dependent	LEN	—	15000	1001	Lennar Corporation CMN Class A	Stock	$1,001 - $15,000	2024-12-18	sell	15
house-8220711-ocr-103	Dependent	WFC	—	50000	15001	Wells Fargo & Company CMN	Stock	$15,001 - $50,000	2024-12-18	sell	15
house-8220711-ocr-102	Dependent	—	—	15000	1001	Nextera Energy Capital Holding 2.44% 01/15/2032 USD	Bond	$1,001 - $15,000	2024-12-13	buy	18
house-8220711-ocr-101	Dependent	—	—	15000	1001	Realty Income Corp 2.85% 12/15/2032 USD	Bond	$1,001 - $15,000	2024-12-13	buy	18
house-8220711-ocr-100	Dependent	—	—	15000	1001	Relx Capital Inc 4.75% 05/20/2032 USD	Bond	$1,001 - $15,000	2024-12-11	buy	20
house-8220711-ocr-10	Dependent	BLDR	—	15000	1001	Builders Firstsource, Inc. CMN	Stock	$1,001 - $15,000	2024-12-05	buy	24
house-8220711-ocr-1	Dependent	—	—	—	—	Royal Bank of Canada Linked to S&P 500 Index	Stock	—	2024-12-19	buy	14

Original filing document