Rohit Khanna (House) disclosed 842 transactions

2025-05-12 · 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.

2025-04-15 · buy	Synopsys Inc. CMN — $1,001 - $15,000
2025-04-15 · buy	Delta Air Lines, Inc. CMN — $1,001 - $15,000
2025-04-15 · buy	KLA Corp CMN — $1,001 - $15,000
2025-04-15 · buy	Chipotle Mexican Grill, Inc. CMN — $1,001 - $15,000
2025-04-15 · buy	Oregon ST GO 5% 05/01/31 MN — $1,001 - $15,000
2025-04-15 · buy	Nordson Corporation CMN — $1,001 - $15,000
2025-04-15 · buy	Eaton Corp PLC CMN — $1,001 - $15,000
2025-04-15 · buy	Netapp, Inc. CMN — $1,001 - $15,000
2025-04-15 · buy	U.S. Bancorp CMN — $1,001 - $15,000
2025-04-15 · buy	Amphenol Corp CL-A (New) CMN Class A — $1,001 - $15,000
2025-04-04 · buy	TEXAS INSTRUMENTS INC. CMN — $1,001 - $15,000
2025-04-15 · buy	Fedex Corporation CMN — $1,001 - $15,000
2025-04-15 · buy	PNC Financial Services Group, CMN — $1,001 - $15,000
2025-04-15 · buy	Dupont De Nemours Inc CMN — $1,001 - $15,000
2025-04-15 · buy	Blackrock Funding, Inc. CMN — $1,001 - $15,000
2025-04-15 · buy	Advanced Micro Devices, Inc. CMN — $1,001 - $15,000
2025-04-17 · buy	BOFA Fin LLC Ser A MTN Zero CPN 0.0% 4/22/2030 — $250,001 - $500,000
2025-04-17 · buy	BOFA Fin LLC Ser A MTN Zero CPN 0.0% 4/22/2030 — $100,001 - $250,000
2025-04-04 · sell	Zoetis Inc — $1,001 - $15,000
2025-04-15 · buy	Micron Technology, Inc. CMN — $1,001 - $15,000
2025-04-04 · sell	Waste Management Inc — $1,001 - $15,000
2025-04-04 · sell	Visa Inc — $1,001 - $15,000
2025-04-04 · sell	UnitedHealth Group Inc — $1,001 - $15,000
2025-04-04 · sell	UnitedHealth Group Inc — $1,001 - $15,000
2025-04-04 · sell	Union Pac Corp Com — $1,001 - $15,000
2025-04-04 · sell	Union Pac Corp Com — $1,001 - $15,000
2025-04-04 · sell	Thermo Fisher Scientific Inc — $1,001 - $15,000
2025-04-04 · buy	Tesla Inc Com — $1,001 - $15,000
2025-04-04 · sell	Targa Resources Corp — $1,001 - $15,000
2025-04-04 · sell	RTX Corporation Com USD1.00 — $1,001 - $15,000
2025-04-15 · buy	Uber Technologies, Inc. CMN — $1,001 - $15,000
2025-04-04 · sell	RTX Corporation Com USD1.00 — $1,001 - $15,000
2025-04-04 · sell	Qualcomm Inc — $1,001 - $15,000
2025-04-04 · sell	Procter and Gamble Co Com — $1,001 - $15,000
2025-04-04 · sell	PepsiCo Inc — $1,001 - $15,000
2025-04-04 · buy	Nvidia Corporation Com — $1,001 - $15,000
2025-04-04 · buy	Netflix Inc — $1,001 - $15,000
2025-04-04 · sell	Mondelez Intl Inc Com NPV — $1,001 - $15,000
2025-04-04 · sell	Mondelez Intl Inc Com NPV — $1,001 - $15,000
2025-04-04 · sell	Microsoft Corp — $1,001 - $15,000
2025-04-04 · sell	McDonald's Corp — $1,001 - $15,000
2025-04-15 · buy	Automatic Data Processing Inc CMN — $15,001 - $50,000
2025-04-04 · buy	Eli Lilly & Co Com — $1,001 - $15,000
2025-04-04 · sell	LVMH Moet Hennessy Louis Vuitton ADR — $1,001 - $15,000
2025-04-04 · buy	Johnson & Johnson Com — $1,001 - $15,000
2025-04-04 · buy	JPMorgan Chase & Co Com — $1,001 - $15,000
2025-04-04 · sell	iShares TR 0-3 Mnth Treasry — $1,001 - $15,000
2025-04-04 · sell	Honeywell International Inc Com USD1 — $1,001 - $15,000
2025-04-04 · sell	Honeywell International Inc Com USD1 — $1,001 - $15,000
2025-04-04 · sell	HONEYWELL INTERNATIONAL INC COM USD1 — $1,001 - $15,000
2025-04-04 · sell	HOME DEPOT INC — $1,001 - $15,000
2025-04-04 · sell	GE AEROSPACE COM NEW — $1,001 - $15,000
2025-04-15 · buy	Thermo Fisher Scientific Inc CMN — $15,001 - $50,000
2025-04-04 · sell	META PLATFORMS INC CLASS A COMMON STOCK — $1,001 - $15,000
2025-04-04 · buy	EXXON MOBIL CORP COM — $1,001 - $15,000
2025-04-04 · sell	DISNEY WALT CO COM — $1,001 - $15,000
2025-04-04 · sell	CONOCOPHILLIPS COM — $1,001 - $15,000
2025-04-04 · sell	CISCO SYSTEMS INC — $1,001 - $15,000
2025-04-04 · sell	BROADCOM INC COM — $1,001 - $15,000
2025-04-04 · sell	BROADCOM INC COM — $1,001 - $15,000
…	782 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	8220906
chamber	house
report url	https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/8220906.pdf
bioguide id	K000389
data source	HOUSE_CLERK_PTR
member last	Khanna
member name	Rohit Khanna
member first	Rohit
state district	CA17
disclosure date	2025-05-12
extraction method	vision_ocr

Each transaction (842)

id	owner	ticker	comment	amount max	amount min	asset name	asset type	amount range	transaction date	transaction type	reporting lag days
house-8220906-ocr-99	Dependent	SNPS	—	15000	1001	Synopsys Inc. CMN	Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-98	Dependent	DAL	—	15000	1001	Delta Air Lines, Inc. CMN	Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-97	Dependent	KLAC	—	15000	1001	KLA Corp CMN	Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-96	Dependent	CMG	—	15000	1001	Chipotle Mexican Grill, Inc. CMN	Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-95	Dependent	—	—	15000	1001	Oregon ST GO 5% 05/01/31 MN	Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-94	Dependent	NDSN	—	15000	1001	Nordson Corporation CMN	Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-93	Dependent	ETN	—	15000	1001	Eaton Corp PLC CMN	Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-92	Dependent	NTAP	—	15000	1001	Netapp, Inc. CMN	Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-91	Dependent	—	—	15000	1001	U.S. Bancorp CMN	Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-90	Dependent	APH	—	15000	1001	Amphenol Corp CL-A (New) CMN Class A	Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-9	Dependent	TXN	—	15000	1001	TEXAS INSTRUMENTS INC. CMN	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-89	Dependent	FDX	—	15000	1001	Fedex Corporation CMN	Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-88	Dependent	PNC	—	15000	1001	PNC Financial Services Group, CMN	Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-87	Dependent	DD	—	15000	1001	Dupont De Nemours Inc CMN	Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-86	Dependent	—	—	15000	1001	Blackrock Funding, Inc. CMN	Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-85	Dependent	AMD	—	15000	1001	Advanced Micro Devices, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-842	Dependent	—	2020 Trust FBO Khanna Children	500000	250001	BOFA Fin LLC Ser A MTN Zero CPN 0.0% 4/22/2030	Stock	$250,001 - $500,000	2025-04-17	buy	17
house-8220906-ocr-841	Dependent	—	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	250000	100001	BOFA Fin LLC Ser A MTN Zero CPN 0.0% 4/22/2030	Stock	$100,001 - $250,000	2025-04-17	buy	17
house-8220906-ocr-840	Dependent	ZTS	—	15000	1001	Zoetis Inc	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-84	Dependent	MU	—	15000	1001	Micron Technology, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-839	Dependent	WM	—	15000	1001	Waste Management Inc	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-838	Dependent	V	Partial Sale	15000	1001	Visa Inc	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-837	Dependent	UNH	Partial Sale	15000	1001	UnitedHealth Group Inc	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-836	Dependent	UNH	Partial Sale	15000	1001	UnitedHealth Group Inc	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-835	Dependent	—	—	15000	1001	Union Pac Corp Com	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-834	Dependent	—	—	15000	1001	Union Pac Corp Com	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-833	Dependent	TMO	—	15000	1001	Thermo Fisher Scientific Inc	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-832	Dependent	—	—	15000	1001	Tesla Inc Com	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-831	Dependent	TRGP	—	15000	1001	Targa Resources Corp	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-830	Dependent	—	Partial Sale	15000	1001	RTX Corporation Com USD1.00	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-83	Dependent	UBER	—	15000	1001	Uber Technologies, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-829	Dependent	—	Partial Sale	15000	1001	RTX Corporation Com USD1.00	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-828	Dependent	QCOM	—	15000	1001	Qualcomm Inc	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-827	Dependent	PG	—	15000	1001	Procter and Gamble Co Com	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-826	Dependent	PEP	—	15000	1001	PepsiCo Inc	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-825	Dependent	—	—	15000	1001	Nvidia Corporation Com	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-824	Dependent	NFLX	—	15000	1001	Netflix Inc	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-823	Dependent	—	—	15000	1001	Mondelez Intl Inc Com NPV	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-822	Dependent	—	—	15000	1001	Mondelez Intl Inc Com NPV	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-821	Dependent	MSFT	—	15000	1001	Microsoft Corp	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-820	Dependent	—	Partial Sale	15000	1001	McDonald's Corp	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-82	Dependent	ADP	—	50000	15001	Automatic Data Processing Inc CMN	Common Stock	$15,001 - $50,000	2025-04-15	buy	19
house-8220906-ocr-819	Dependent	LLY	—	15000	1001	Eli Lilly & Co Com	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-818	Dependent	—	—	15000	1001	LVMH Moet Hennessy Louis Vuitton ADR	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-817	Dependent	—	—	15000	1001	Johnson & Johnson Com	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-816	Dependent	JPM	—	15000	1001	JPMorgan Chase & Co Com	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-815	Dependent	—	—	15000	1001	iShares TR 0-3 Mnth Treasry	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-814	Dependent	—	—	15000	1001	Honeywell International Inc Com USD1	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-813	Dependent	—	—	15000	1001	Honeywell International Inc Com USD1	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-812	Dependent	—	—	15000	1001	HONEYWELL INTERNATIONAL INC COM USD1	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-811	Dependent	HD	—	15000	1001	HOME DEPOT INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-810	Dependent	—	Partial Sale	15000	1001	GE AEROSPACE COM NEW	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-81	Dependent	TMO	—	50000	15001	Thermo Fisher Scientific Inc CMN	Common Stock	$15,001 - $50,000	2025-04-15	buy	19
house-8220906-ocr-809	Dependent	META	—	15000	1001	META PLATFORMS INC CLASS A COMMON STOCK	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-808	Dependent	XOM	—	15000	1001	EXXON MOBIL CORP COM	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-807	Dependent	—	—	15000	1001	DISNEY WALT CO COM	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-806	Dependent	—	—	15000	1001	CONOCOPHILLIPS COM	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-805	Dependent	CSCO	—	15000	1001	CISCO SYSTEMS INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-804	Dependent	—	Partial Sale	15000	1001	BROADCOM INC COM	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-803	Dependent	—	Partial Sale	15000	1001	BROADCOM INC COM	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-802	Dependent	—	Partial Sale	15000	1001	BOOKING HOLDINGS INC COM	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-801	Dependent	—	—	15000	1001	BLACKROCK INC COM	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-800	Dependent	—	—	15000	1001	BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-80	Dependent	JCI	—	50000	15001	Johnson Controls International CMN	Common Stock	$15,001 - $50,000	2025-04-15	buy	19
house-8220906-ocr-8	Dependent	KMX	—	15000	1001	CARMAX, INC. CMN	Stock	$1,001 - $15,000	2025-04-10	buy	22
house-8220906-ocr-799	Dependent	—	—	15000	1001	BANK AMERICA CORP COM	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-798	Dependent	AAPL	Partial Sale	15000	1001	APPLE INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-797	Dependent	AMT	—	15000	1001	AMERICAN TOWER CORP NEW COM	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-796	Dependent	AMZN	—	15000	1001	AMAZON.COM INC	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-795	Dependent	GOOGL	—	15000	1001	ALPHABET INC CAP STK CL A	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-794	Dependent	—	—	15000	1001	ABBVIE INC COM USD0.01	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-793	Dependent	ABT	—	15000	1001	ABBOTT LABORATORIES	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-792	Dependent	ABT	—	15000	1001	ABBOTT LABORATORIES	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-791	Dependent	ABT	—	15000	1001	ABBOTT LABORATORIES	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-790	Dependent	ACN	—	15000	1001	ACCENTURE PLC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-79	Dependent	C	—	50000	15001	Citigroup Inc. CMN	Common Stock	$15,001 - $50,000	2025-04-15	buy	19
house-8220906-ocr-789	Dependent	ACN	—	15000	1001	ACCENTURE PLC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-788	Dependent	ACN	—	15000	1001	ACCENTURE PLC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-787	Dependent	—	—	250000	100001	BANK MONTREAL MEDIUM SER K MTN ZERO CPN 0.00000% 10/21/2027	Bond	$100,001 - $250,000	2025-04-16	buy	18
house-8220906-ocr-786	Dependent	V	—	15000	1001	PUT (V) VISA INC JUL 18 25 $255 (100 SHS)	Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-785	Dependent	IWM	—	15000	1001	PUT (IWM) ISHARES RUSSELL 2000 JUL 18 25 $145 (100 SHS)	Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-784	Dependent	TSLA	—	15000	1001	PUT (TSLA) TESLA INC COM JUL 18 25 $195 (100 SHS)	Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-783	Dependent	GOOGL	—	15000	1001	PUT (GOOGL) ALPHABET INC CAP STK JUL 18 25 $120 (100 SHS)	Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-782	Dependent	NVDA	—	15000	1001	PUT (NVDA) NVIDIA CORPORATION JUL 18 25 $75 (100 SHS)	Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-781	Dependent	GS	—	15000	1001	PUT (GS) GOLDMAN SACHS GROUP JUL 18 25 $380 (100 SHS)	Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-780	Dependent	SPY	—	15000	1001	PUT (SPY) SPDR S&P500 ETF JUL 18 25 $410 (100 SHS)	Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-78	Dependent	INTU	—	50000	15001	Intuit Inc CMN	Common Stock	$15,001 - $50,000	2025-04-15	buy	19
house-8220906-ocr-779	Dependent	AAPL	—	15000	1001	PUT (AAPL) APPLE INC JUL 18 25 $155 (100 SHS)	Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-778	Dependent	JPM	2020 Trust FBO Khanna Children	15000	1001	PUT (JPM) JPMORGAN CHASE &CO. JUL 18 25 $170 (100 SHS	put option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-777	Dependent	—	—	15000	1001	MERCK &CO. INC COM	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-776	Dependent	ISRG	—	15000	1001	INTUITIVE SURGICAL INC	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-775	Dependent	ZTS	—	15000	1001	ZOETIS INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-774	Dependent	WFC	—	15000	1001	WELLS FARGO CO NEW COM	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-773	Dependent	WM	—	15000	1001	WASTE MANAGEMENT INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-772	Dependent	—	—	15000	1001	WALMART INC COM	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-771	Dependent	V	—	15000	1001	VISA INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-770	Dependent	UNH	—	15000	1001	UNITEDHEALTH GROUP INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-77	Dependent	DOV	—	50000	15001	Dover Corporation CMN	Common Stock	$15,001 - $50,000	2025-04-15	buy	19
house-8220906-ocr-769	Dependent	UNH	—	15000	1001	UNITEDHEALTH GROUP INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-768	Dependent	—	—	15000	1001	UNION PAC CORP COM	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-767	Dependent	—	—	15000	1001	UNION PAC CORP COM	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-766	Dependent	TMO	—	15000	1001	THERMO FISHER SCIENTIFIC INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-765	Dependent	—	—	15000	1001	TESLA INC COM	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-764	Dependent	TRGP	—	15000	1001	TARGA RESOURCES CORP	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-763	Dependent	—	—	15000	1001	SALESFORCE INC COM	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-762	Dependent	—	Capital Sales Exceed $200	15000	1001	RTX Corporation Com USD1.00	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-761	Dependent	—	Capital Sales Exceed $200	15000	1001	RTX Corporation Com USD1.00	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-760	Dependent	—	Capital Sales Exceed $200	15000	1001	RTX Corporation Com USD1.00	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-76	Dependent	TXN	—	50000	15001	Texas Instruments Inc. CMN	Common Stock	$15,001 - $50,000	2025-04-15	buy	19
house-8220906-ocr-759	Dependent	QCOM	—	15000	1001	Qualcomm Inc	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-758	Dependent	PG	—	15000	1001	Procter and Gamble Co Com	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-757	Dependent	PEP	—	15000	1001	Pepsico Inc	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-756	Dependent	PLTR	—	15000	1001	Palantir Technologies Inc Cl A	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-755	Dependent	ORCL	—	15000	1001	Oracle Corp	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-754	Dependent	—	—	50000	15001	Nvidia Corporation Com	Stock	$15,001 - $50,000	2025-04-04	buy	26
house-8220906-ocr-753	Dependent	NFLX	—	15000	1001	Netflix Inc	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-752	Dependent	—	—	15000	1001	Mondelez Intl Inc Com NPV	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-751	Dependent	—	—	15000	1001	Mondelez Intl Inc Com NPV	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-750	Dependent	MSFT	—	15000	1001	Microsoft Corp	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-75	Dependent	—	—	50000	15001	Ohio ST GO 5% 08/01/28 FA	Municipal Bond	$15,001 - $50,000	2025-04-30	buy	8
house-8220906-ocr-749	Dependent	—	Capital Sales Exceed $200	15000	1001	McDonald's Corp	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-748	Dependent	—	—	15000	1001	Mastercard Incorporated Cl A	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-747	Dependent	LLY	—	15000	1001	Eli Lilly & Co Com	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-746	Dependent	—	—	15000	1001	LVMH Moet Hennessy Louis Vuitton ADR	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-745	Dependent	—	—	15000	1001	Johnson & Johnson Com	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-744	Dependent	JPM	—	15000	1001	JPMORGAN CHASE &CO. COM	Common Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-743	Dependent	—	—	50000	15001	ISHARES TR 0-3 MNTH TREASRY	Fund	$15,001 - $50,000	2025-04-04	sell	26
house-8220906-ocr-742	Dependent	—	—	15000	1001	INTERNATIONAL BUS MACH CORP COM USD0.20	Common Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-741	Dependent	—	—	15000	1001	HONEYWELL INTERNATIONAL INC COM USD1	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-740	Dependent	—	—	15000	1001	HONEYWELL INTERNATIONAL INC COM USD1	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-74	Dependent	DHR	—	50000	15001	Danaher Corporation CMN	Common Stock	$15,001 - $50,000	2025-04-15	buy	19
house-8220906-ocr-739	Dependent	—	—	15000	1001	HONEYWELL INTERNATIONAL INC COM USD1	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-738	Dependent	HD	—	50000	15001	HOME DEPOT INC	Common Stock	$15,001 - $50,000	2025-04-04	sell	26
house-8220906-ocr-737	Dependent	—	Capital Gains Exceed $200	15000	1001	GE AEROSPACE COM NEW	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-736	Dependent	META	—	15000	1001	META PLATFORMS INC CLASS A COMMON STOCK	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-735	Dependent	XOM	—	15000	1001	EXXON MOBIL CORP COM	Common Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-734	Dependent	—	—	15000	1001	DISNEY WALT CO COM	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-733	Dependent	—	—	15000	1001	CONOCOPHILLIPS COM	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-732	Dependent	CSCO	—	15000	1001	CISCO SYSTEMS INC	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-731	Dependent	CSCO	—	15000	1001	CISCO SYSTEMS INC	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-730	Dependent	CSCO	—	15000	1001	CISCO SYSTEMS INC	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-73	Dependent	CRM	—	50000	15001	Salesforce Inc CMN	Common Stock	$15,001 - $50,000	2025-04-15	buy	19
house-8220906-ocr-729	Dependent	CVX	—	15000	1001	CHEVRON CORP NEW COM	Common Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-728	Dependent	—	Capital Gains Exceed $200	15000	1001	BROADCOM INC COM	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-727	Dependent	—	Capital Gains Exceed $200	15000	1001	BROADCOM INC COM	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-726	Dependent	—	Capital Gains Exceed $200	15000	1001	BOOKING HOLDINGS INC COM	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-725	Dependent	—	—	15000	1001	BLACKROCK INC COM	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-724	Dependent	—	—	15000	1001	BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-723	Dependent	—	—	15000	1001	BANK AMERICA CORP COM	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-722	Dependent	AAPL	Capital Gains Exceed $200	15000	1001	APPLE INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-721	Dependent	AMT	—	15000	1001	AMERICAN TOWER CORP NEW COM	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-720	Dependent	AMZN	—	15000	1001	AMAZON.COM INC	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-72	Dependent	LOW	—	50000	15001	Lowes Companies Inc CMN	Common Stock	$15,001 - $50,000	2025-04-15	buy	19
house-8220906-ocr-719	Dependent	GOOGL	—	15000	1001	ALPHABET INC CAP STK CL A	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-718	Dependent	—	—	15000	1001	ADOBE INC COM	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-717	Dependent	—	Capital Gains Exceed $200	15000	1001	ABBVIE INC COM USD0.01	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-716	Dependent	ABT	—	15000	1001	ABBOTT LABORATORIES	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-715	Dependent	ABT	—	15000	1001	ABBOTT LABORATORIES	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-714	Dependent	ABT	—	15000	1001	ABBOTT LABORATORIES	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-713	Dependent	ACN	—	15000	1001	ACCENTURE PLC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-712	Dependent	ACN	—	15000	1001	ACCENTURE PLC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-711	Dependent	ACN	—	15000	1001	ACCENTURE PLC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-710	Dependent	ACN	—	15000	1001	ACCENTURE PLC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-71	Dependent	MRK	—	50000	15001	Merck & Co., Inc. CMN	Common Stock	$15,001 - $50,000	2025-04-15	buy	19
house-8220906-ocr-709	Dependent	—	—	500000	250001	BANK MONTREAL MEDIUM SER K MTN ZERO CPN 0.00000% 10/21/2027	Stock	$250,001 - $500,000	2025-04-16	buy	18
house-8220906-ocr-708	Dependent	V	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	PUT (V) VISA INC JUL 18 25 $255 (100 SHS)	Put Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-707	Dependent	IWM	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	PUT (IWM) ISHARES RUSSELL 2000 JUL 18 25 $145 (100 SHS)	Put Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-706	Dependent	TSLA	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	PUT (TSLA) TESLA INC COM JUL 18 25 $195 (100 SHS)	Put Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-705	Dependent	GOOGL	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	PUT (GOOGL) ALPHABET INC CAP STK JUL 18 25 $120 (100 SHS)	Put Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-704	Dependent	GS	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	PUT (GS) GOLDMAN SACHS GROUP JUL 18 25 $380 (100 SHS)	Put Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-703	Dependent	NVDA	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	PUT (NVDA) NVIDIA CORPORATION JUL 18 25 $75 (100 SHS)	Put Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-702	Dependent	SPY	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	PUT (SPY) SPDR S&P500 ETF JUL 18 25 $410 (100 SHS)	Put Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-701	Dependent	AAPL	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	PUT (AAPL) APPLE INC JUL 18 25 $155 (100 SHS)	Put Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-700	Dependent	JPM	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	PUT (JPM) JPMORGAN CHASE &CO. JUL 18 25 $170 (100 SHS)	Put Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-70	Dependent	MS	—	50000	15001	Morgan Stanley CMN	Common Stock	$15,001 - $50,000	2025-04-15	buy	19
house-8220906-ocr-7	Dependent	MS	—	15000	1001	MORGAN STANLEY CMN	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-699	Spouse	—	—	15000	1001	MERCK &CO. INC COM	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-698	Spouse	ZTS	—	15000	1001	ZOETIS INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-697	Spouse	WFC	—	15000	1001	WELLS FARGO CO NEW COM	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-696	Spouse	WM	—	15000	1001	WASTE MANAGEMENT INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-695	Spouse	—	—	15000	1001	WALMART INC COM	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-694	Spouse	V	Partial Transaction	15000	1001	VISA INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-693	Spouse	UNH	Partial Transaction	15000	1001	UNITEDHEALTH GROUP INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-692	Spouse	UNH	Partial Sale	15000	1001	UNITEDHEALTH GROUP INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-691	Spouse	—	—	15000	1001	UNION PAC CORP COM	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-690	Spouse	—	—	15000	1001	UNION PAC CORP COM	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-69	Dependent	BRK-B	—	50000	15001	Berkshire Hathaway Inc. Class B	Common Stock	$15,001 - $50,000	2025-04-15	buy	19
house-8220906-ocr-689	Spouse	TMO	—	15000	1001	THERMO FISHER SCIENTIFIC INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-688	Spouse	—	—	15000	1001	TESLA INC COM	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-687	Spouse	TRGP	—	15000	1001	TARGA RESOURCES CORP	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-686	Spouse	—	—	15000	1001	SALESFORCE INC COM	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-685	Spouse	—	Partial Sale	15000	1001	RTX CORPORATION COM USD1.00	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-684	Spouse	—	Partial Sale	15000	1001	RTX CORPORATION COM USD1.00	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-683	Spouse	—	Partial Sale	15000	1001	RTX CORPORATION COM USD1.00	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-682	Spouse	QCOM	—	15000	1001	QUALCOMM INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-681	Spouse	PG	—	15000	1001	PROCTER AND GAMBLE CO COM	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-680	Spouse	PEP	—	15000	1001	PEPSICO INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-68	Dependent	—	—	50000	15001	UNITEDHEALTH GROUP INCORPORATE CMN	Stock	$15,001 - $50,000	2025-04-15	buy	19
house-8220906-ocr-679	Spouse	PLTR	—	15000	1001	PALANTIR TECHNOLOGIES INC CL A	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-678	Spouse	ORCL	—	15000	1001	ORACLE CORP	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-677	Spouse	—	—	50000	15001	NVIDIA CORPORATION COM	Stock	$15,001 - $50,000	2025-04-04	buy	26
house-8220906-ocr-676	Spouse	NFLX	—	15000	1001	NETFLIX INC	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-675	Spouse	—	—	15000	1001	MONDELEZ INTL INC COM NPV	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-674	Spouse	—	—	15000	1001	MONDELEZ INTL INC COM NPV	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-673	Spouse	MSFT	—	15000	1001	MICROSOFT CORP	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-672	Spouse	—	—	15000	1001	MCDONALD S CORP	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-671	Spouse	—	—	15000	1001	MASTERCARD INCORPORATED CL A	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-670	Spouse	LLY	—	15000	1001	ELI LILLY &CO COM	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-67	Dependent	—	—	50000	15001	MORGAN STANLEY FINANCE LLC LINKED TO S&P 500 INDEX	Stock	$15,001 - $50,000	2025-04-21	buy	15
house-8220906-ocr-669	Spouse	—	—	15000	1001	LVMH MOET HENNESSY LOUIS VUITTON ADR	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-668	Spouse	—	—	15000	1001	JOHNSON &JOHNSON COM	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-667	Spouse	JPM	—	15000	1001	JPMORGAN CHASE &CO. COM	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-666	Spouse	—	—	50000	15001	ISHARES TR 0-3 MNTH TREASRY	Stock	$15,001 - $50,000	2025-04-04	sell	26
house-8220906-ocr-665	Spouse	—	—	15000	1001	INTERNATIONAL BUS MACH CORP COM USD0.20	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-664	Spouse	—	—	15000	1001	HONEYWELL INTERNATIONAL INC COM USD1	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-663	Spouse	—	—	15000	1001	HONEYWELL INTERNATIONAL INC COM USD1	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-662	Spouse	—	—	15000	1001	HONEYWELL INTERNATIONAL INC COM USD1	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-661	Spouse	HD	—	50000	15001	HOME DEPOT INC	Stock	$15,001 - $50,000	2025-04-04	sell	26
house-8220906-ocr-660	Spouse	—	—	15000	1001	GE AEROSPACE COM NEW	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-66	Dependent	MSFT	—	50000	15001	MICROSOFT CORPORATION CMN	Stock	$15,001 - $50,000	2025-04-15	buy	19
house-8220906-ocr-659	Spouse	META	—	15000	1001	META PLATFORMS INC CLASS A COMMON STOCK	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-658	Spouse	XOM	—	15000	1001	EXXON MOBIL CORP COM	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-657	Spouse	—	—	15000	1001	DISNEY WALT CO COM	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-656	Spouse	—	—	15000	1001	ConocoPhillips Com	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-655	Spouse	CSCO	—	15000	1001	Cisco Systems Inc	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-654	Spouse	CSCO	—	15000	1001	Cisco Systems Inc	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-653	Spouse	CSCO	—	15000	1001	Cisco Systems Inc	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-652	Spouse	CVX	—	15000	1001	Chevron Corp New Com	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-651	Spouse	—	—	15000	1001	Broadcom Inc Com	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-650	Spouse	—	—	15000	1001	Broadcom Inc Com	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-65	Dependent	—	2020 Trust FBO Khanna Children	100000	50001	ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2025-04-24	buy	12
house-8220906-ocr-649	Spouse	—	—	15000	1001	Booking Holdings Inc Com	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-648	Spouse	—	—	15000	1001	BlackRock Inc Com	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-647	Spouse	—	—	15000	1001	Berkshire Hathaway Inc Com USD0.0033 Class B	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-646	Spouse	—	—	15000	1001	Bank America Corp Com	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-645	Spouse	AAPL	—	15000	1001	Apple Inc	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-644	Spouse	AMT	—	15000	1001	American Tower Corp New Com	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-643	Spouse	AMZN	—	15000	1001	Amazon.com Inc	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-642	Spouse	GOOGL	—	15000	1001	Alphabet Inc Cap Stk Cl A	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-641	Spouse	—	—	15000	1001	Adobe Inc Com	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-640	Spouse	—	—	15000	1001	AbbVie Inc Com USD0.01	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-64	Dependent	—	2020 Trust FBO Khanna Children	100000	50001	BOFA FINANCE LLC LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2025-04-29	buy	9
house-8220906-ocr-639	Spouse	ABT	—	15000	1001	Abbott Laboratories	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-638	Spouse	ABT	—	15000	1001	ABBOTT LABORATORIES	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-637	Spouse	ABT	—	15000	1001	ABBOTT LABORATORIES	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-636	Spouse	ACN	—	15000	1001	ACCENTURE PLC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-635	Spouse	ACN	—	15000	1001	ACCENTURE PLC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-634	Spouse	ACN	—	15000	1001	ACCENTURE PLC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-633	Spouse	ACN	—	15000	1001	ACCENTURE PLC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-632	Spouse	—	—	500000	250001	BANK MONTREAL MEDIUM SER K MTN ZERO CPN 0.00000% 10/21/2027	Bond	$250,001 - $500,000	2025-04-16	buy	18
house-8220906-ocr-631	Spouse	V	$255 (100 SHS)	15000	1001	PUT (V) VISA INC JUL 18 25	Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-630	Spouse	IWM	$145 (100 SHS)	15000	1001	PUT (IWM) ISHARES RUSSELL 2000 JUL 18 25	Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-63	Dependent	—	2020 Trust FBO Khanna Children	100000	50001	MORGAN STANLEY FINANCE LLC LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2025-04-17	buy	17
house-8220906-ocr-629	Spouse	TSLA	$195 (100 SHS)	15000	1001	PUT (TSLA) TESLA INC COM JUL 18 25	Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-628	Spouse	GOOGL	$120 (300 SHS)	15000	1001	PUT (GOOGL) ALPHABET INC CAP STK JUL 18 25	Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-627	Spouse	NVDA	$75 (100 SHS)	15000	1001	PUT (NVDA) NVIDIA CORPORATION JUL 18 25	Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-626	Spouse	SPY	$410 (300 SHS)	15000	1001	PUT (SPY) SPDR S&P500 ETF JUL 18 25	Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-625	Spouse	AAPL	$155 (100 SHS)	15000	1001	PUT (AAPL) APPLE INC JUL 18 25	Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-624	Spouse	JPM	$170 (100 SHS)	15000	1001	PUT (JPM) JPMORGAN CHASE & CO. JUL 18 25	Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-623	Spouse	GS	$380 (100 SHS)	15000	1001	PUT (GS) GOLDMAN SACHS GROUP JUL 18 25	Option	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-622	Dependent	NET	Partial Sale	15000	1001	Cloudflare, Inc. CMN Class A	Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-621	Dependent	—	—	15000	1001	NXP B.V. 2.5% 05/11/2031 USD	Bond	$1,001 - $15,000	2025-04-10	sell	22
house-8220906-ocr-620	Dependent	STLD	Partial Sale	15000	1001	Steel Dynamics, Inc. CMN	Stock	$1,001 - $15,000	2025-04-25	sell	11
house-8220906-ocr-62	Dependent	—	2020 Trust FBO Khanna Children	100000	50001	BANK OF MONTREAL LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2025-04-23	buy	13
house-8220906-ocr-619	Dependent	—	—	15000	1001	CubeSmart LP 2.0% 05/18/2032 USD	Bond	$1,001 - $15,000	2025-04-10	sell	22
house-8220906-ocr-618	Dependent	HPE	—	50000	15001	Hewlett Packard Enterprise CO CMN	Stock	$15,001 - $50,000	2025-04-23	sell	13
house-8220906-ocr-617	Dependent	AEE	Partial Sale	50000	15001	Ameren Corporation CMN	Stock	$15,001 - $50,000	2025-04-25	sell	11
house-8220906-ocr-616	Dependent	—	—	15000	1001	Ohio ST GO 5% 09/01/25 MS	Municipal Bond	$1,001 - $15,000	2025-04-22	buy	14
house-8220906-ocr-615	Dependent	—	—	15000	1001	Denver Colo City & CNTY GO 5% 08/01/25 FA	Municipal Bond	$1,001 - $15,000	2025-04-02	buy	28
house-8220906-ocr-614	Dependent	—	—	15000	1001	Columbus Ohio GO 5% 04/01/26 AO	Municipal Bond	$1,001 - $15,000	2025-04-02	buy	28
house-8220906-ocr-613	Dependent	—	—	15000	1001	Cincinnati Ohio WTR SYS REV REV 5% 12/01/25 JD	Municipal Bond	$1,001 - $15,000	2025-04-02	buy	28
house-8220906-ocr-612	Dependent	—	—	15000	1001	Dublin Ohio City SCH Dist GO 5% 12/01/25 JD	Municipal Bond	$1,001 - $15,000	2025-04-07	buy	25
house-8220906-ocr-611	Dependent	—	—	15000	1001	Ohio ST WTR Dev Auth Pollution REV 5% 12/01/25 JD	Municipal Bond	$1,001 - $15,000	2025-04-07	buy	25
house-8220906-ocr-610	Dependent	APD	M & R Trust Partnership	15000	1001	Air Products & Chemicals Inc CMN	Stock	$1,001 - $15,000	2025-04-25	buy	11
house-8220906-ocr-61	Dependent	—	2020 Trust FBO Khanna Children	100000	50001	CITIGROUP INC. LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2025-04-16	buy	18
house-8220906-ocr-609	Dependent	—	M & R Trust Partnership	50000	15001	Miami Univ Ohio GEN RCPTS REV 5% 09/01/25 MS	Municipal Bond	$15,001 - $50,000	2025-04-02	buy	28
house-8220906-ocr-608	Dependent	—	M & R Trust Partnership	50000	15001	Willoughby-Eastlake Ohio City GO 5% 12/01/46-CA JD SCH DIST	Municipal Bond	$15,001 - $50,000	2025-04-04	buy	26
house-8220906-ocr-607	Dependent	ETN	M & R Trust Partnership	50000	15001	Eaton Corp PLC CMN	Stock	$15,001 - $50,000	2025-04-25	buy	11
house-8220906-ocr-606	Dependent	PLTR	M & R Trust Partnership	50000	15001	Palantir Technologies Inc. CMN	Stock	$15,001 - $50,000	2025-04-23	buy	13
house-8220906-ocr-605	Dependent	—	M & R Trust Partnership	50000	15001	Ohio ST GO 5% 08/01/25 FA	Municipal Bond	$15,001 - $50,000	2025-04-03	buy	27
house-8220906-ocr-604	Dependent	—	M & R Trust Partnership	50000	15001	Greater Cleveland REGL TRAN REV 5% 12/01/25 JD	Municipal Bond	$15,001 - $50,000	2025-04-07	buy	25
house-8220906-ocr-603	Dependent	—	M & R Trust Partnership	50000	15001	Ohio ST Parks & REC CAP FACS REV 5% 12/01/25 JD	Municipal Bond	$15,001 - $50,000	2025-04-08	buy	24
house-8220906-ocr-602	Dependent	—	M & R Trust Partnership	50000	15001	Trinity River Auth TEX REGL REV 5% 08/01/25 FA	Municipal Bond	$15,001 - $50,000	2025-04-02	buy	28
house-8220906-ocr-601	Dependent	—	M & R Trust Partnership	50000	15001	Ohio ST WTR DEV AUTH WTR REV 5% 12/01/27 JD	Municipal Bond	$15,001 - $50,000	2025-04-01	buy	29
house-8220906-ocr-600	Dependent	—	M & R Trust Partnership	100000	50001	Ohio ST GO 5% 08/01/25 FA	Municipal Bond	$50,001 - $100,000	2025-04-02	buy	28
house-8220906-ocr-60	Dependent	—	2020 Trust FBO Khanna Children	100000	50001	UBS AG LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2025-04-28	buy	10
house-8220906-ocr-6	Dependent	COF	—	15000	1001	CAPITAL ONE FINANCIAL CORP CMN	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-599	Dependent	—	M & R Trust Partnership	100000	50001	Ohio ST GO 5% 03/15/31 MS	Municipal Bond	$50,001 - $100,000	2025-04-01	buy	29
house-8220906-ocr-598	Spouse	WM	—	15000	1001	Waste Management Inc CMN	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-597	Spouse	—	—	15000	1001	Becton, Dickinson and Company CMN	Stock	$1,001 - $15,000	2025-04-07	sell	25
house-8220906-ocr-596	Spouse	—	—	15000	1001	Hartford Insurance Group Inc/T CMN	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-595	Spouse	CL	—	15000	1001	Colgate-Palmolive Co CMN	Stock	$1,001 - $15,000	2025-04-17	sell	17
house-8220906-ocr-594	Spouse	BAC	—	15000	1001	Bank of America Corp CMN	Stock	$1,001 - $15,000	2025-04-07	sell	25
house-8220906-ocr-593	Spouse	GM	Partial	15000	1001	General Motors Company CMN	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-592	Spouse	—	—	15000	1001	Becton, Dickinson and Company CMN	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-591	Spouse	—	Partial	15000	1001	Becton, Dickinson and Company CMN	Common Stock	$1,001 - $15,000	2025-04-17	sell	17
house-8220906-ocr-590	Spouse	—	Partial	15000	1001	Becton, Dickinson and Company CMN	Common Stock	$1,001 - $15,000	2025-04-21	sell	15
house-8220906-ocr-59	Dependent	GPK	—	15000	1001	GRAPHIC PACKAGING HLDGCO CMN	Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-589	Spouse	SBAC	Partial	15000	1001	SBA Communications Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-17	sell	17
house-8220906-ocr-588	Spouse	COF	—	15000	1001	Capital One Financial Corp CMN	Common Stock	$1,001 - $15,000	2025-04-07	buy	25
house-8220906-ocr-587	Spouse	SBUX	—	15000	1001	Starbucks Corp. CMN	Common Stock	$1,001 - $15,000	2025-04-07	buy	25
house-8220906-ocr-586	Spouse	CAT	—	15000	1001	Caterpillar Inc (Delaware) CMN	Common Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-585	Spouse	CRM	—	15000	1001	Salesforce Inc CMN	Common Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-584	Spouse	DIS	—	15000	1001	Walt Disney Company (The) CMN	Common Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-583	Spouse	TXN	—	15000	1001	Texas Instruments Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-582	Spouse	KMX	—	15000	1001	CarMax, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-10	buy	22
house-8220906-ocr-581	Spouse	—	—	15000	1001	Bank of America Corporation Hybrid Perpetual	Stock	$1,001 - $15,000	2025-04-24	buy	12
house-8220906-ocr-580	Spouse	COF	—	15000	1001	Capital One Financial Corp CMN	Common Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-58	Dependent	GPK	—	15000	1001	GRAPHIC PACKAGING HLDGCO CMN	Stock	$1,001 - $15,000	2025-04-28	sell	10
house-8220906-ocr-579	Spouse	ADBE	—	15000	1001	Adobe Inc CMN	Common Stock	$1,001 - $15,000	2025-04-17	buy	17
house-8220906-ocr-578	Spouse	—	—	15000	1001	AON Public Limited Company CMN	Common Stock	$1,001 - $15,000	2025-04-25	buy	11
house-8220906-ocr-577	Spouse	ADBE	—	15000	1001	Adobe Inc CMN	Common Stock	$1,001 - $15,000	2025-04-17	buy	17
house-8220906-ocr-576	Spouse	SMFG	Partial Sale also marked	15000	1001	Sumitomo Mitsui Financial GRP Sponsored ADR CMN	Common Stock	$1,001 - $15,000	2025-04-11	sell	21
house-8220906-ocr-575	Spouse	GPN	—	15000	1001	Global Payments Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-574	Spouse	NKE	Partial Sale also marked	15000	1001	Nike Class-B CMN Class B	Common Stock	$1,001 - $15,000	2025-04-10	sell	22
house-8220906-ocr-573	Spouse	MRNA	—	15000	1001	Moderna, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-10	sell	22
house-8220906-ocr-572	Spouse	JBHT	—	15000	1001	J B Hunt Trans Svcs Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-571	Spouse	—	—	15000	1001	Becton, Dickinson and Company CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-570	Spouse	SWK	—	15000	1001	Stanley Black & Decker, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-10	sell	22
house-8220906-ocr-57	Dependent	—	—	15000	1001	DUN & BRADSTREET HOLDINGS, INC CMN	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-569	Spouse	FDS	—	15000	1001	FactSet Research Systems Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-568	Spouse	ON	—	15000	1001	ON Semiconductor Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-567	Spouse	VLTO	—	15000	1001	Veralto Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-566	Spouse	LVS	—	15000	1001	Las Vegas Sands Corp. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-565	Spouse	NTRS	—	15000	1001	Northern Trust Corp CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-564	Spouse	BX	Partial Sale / Exchange also marked	15000	1001	Blackstone Group Inc/The CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-563	Spouse	EPAM	—	15000	1001	EPAM Systems, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-562	Spouse	RVTY	—	15000	1001	Revvity Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-561	Spouse	GLW	—	15000	1001	Corning Incorporated CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-560	Spouse	IP	—	15000	1001	International Paper Co. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-56	Dependent	BAX	—	15000	1001	BAXTER INTERNATIONAL INC CMN	Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-559	Spouse	ECL	Partial Transaction	15000	1001	Ecolab Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-558	Spouse	TRMB	—	15000	1001	Trimble Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-557	Spouse	EMN	—	15000	1001	Eastman Chemical Company CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-556	Spouse	EQR	Partial Transaction	15000	1001	Equity Residential CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-555	Spouse	AME	Partial Transaction	15000	1001	Ametek Inc (New) CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-554	Spouse	GEN	—	15000	1001	Gen Digital Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-553	Spouse	QRVO	—	15000	1001	Qorvo, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-552	Spouse	PODD	Capital Gains Closed $200	15000	1001	Insulet Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-551	Spouse	BEN	Partial Transaction	15000	1001	Franklin Resources Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-550	Spouse	MTB	—	15000	1001	M&T Bank Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-55	Dependent	—	—	15000	1001	DUN & BRADSTREET HOLDINGS, INC CMN	Stock	$1,001 - $15,000	2025-04-03	sell	27
house-8220906-ocr-549	Spouse	PYPL	Partial Transaction	15000	1001	PayPal Holdings, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-548	Spouse	GPK	Capital Gains Closed $200, Partial Transaction	15000	1001	Graphic Packaging HLDGCO CMN	Common Stock	$1,001 - $15,000	2025-04-24	sell	12
house-8220906-ocr-547	Spouse	GPK	Capital Gains Closed $200, Partial Transaction	15000	1001	Graphic Packaging HLDGCO CMN	Common Stock	$1,001 - $15,000	2025-04-28	sell	10
house-8220906-ocr-546	Spouse	BWA	—	15000	1001	BorgWarner Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-545	Spouse	GPK	Capital Gains Closed $200, Partial Transaction	15000	1001	Graphic Packaging HLDGCO CMN	Common Stock	$1,001 - $15,000	2025-04-02	sell	28
house-8220906-ocr-544	Spouse	MGM	—	15000	1001	MGM Resorts International CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-543	Spouse	SOLV	—	15000	1001	Solventum Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-542	Spouse	HAS	—	15000	1001	HASBRO, INC. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-541	Spouse	GDDY	—	15000	1001	GODADDY INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-540	Spouse	AMD	—	15000	1001	ADVANCED MICRO DEVICES, INC. CMN	Common Stock	$1,001 - $15,000	2025-04-10	sell	22
house-8220906-ocr-54	Dependent	ZBH	—	15000	1001	ZIMMER BIOMET HOLDINGS INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-539	Spouse	—	—	15000	1001	DISCOVER FINANCIAL SERVICES CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-538	Spouse	LEN	—	15000	1001	LENNAR CORPORATION CMN CLASS A	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-537	Spouse	MPWR	—	15000	1001	MONOLITHIC POWER SYSTEMS, INC. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-536	Spouse	TEL	—	15000	1001	TE CONNECTIVITY CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-535	Spouse	NXPI	—	15000	1001	NXP SEMICONDUCTORS N.V. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-534	Spouse	JBL	—	15000	1001	JABIL INC CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-533	Spouse	CLX	—	15000	1001	CLOROX CO (THE) (DELAWARE) CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-532	Spouse	AMD	—	15000	1001	ADVANCED MICRO DEVICES, INC. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-531	Spouse	ANET	—	15000	1001	ARISTA NETWORKS, INC. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-530	Spouse	AIZ	—	15000	1001	ASSURANT, INC. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-53	Dependent	BAX	—	15000	1001	BAXTER INTERNATIONAL INC CMN	Stock	$1,001 - $15,000	2025-04-03	sell	27
house-8220906-ocr-529	Spouse	APO	—	15000	1001	APOLLO GLOBAL MANAGEMENT INC CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-528	Spouse	AVGO	—	15000	1001	BROADCOM INC. CMN	Common Stock	$1,001 - $15,000	2025-04-10	sell	22
house-8220906-ocr-527	Spouse	—	—	15000	1001	TRANE TECHNOLOGIES PUBLIC LIMI CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-526	Spouse	TGT	—	15000	1001	TARGET CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-525	Spouse	BX	—	15000	1001	Blackstone Group Inc/The CMN	Common Stock	$1,001 - $15,000	2025-04-10	sell	22
house-8220906-ocr-524	Spouse	DD	—	15000	1001	DuPont de Nemours Inc CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-523	Spouse	ST	—	15000	1001	Sensata Technologies Holding P CMN	Common Stock	$1,001 - $15,000	2025-04-11	sell	21
house-8220906-ocr-522	Spouse	MCHP	—	15000	1001	Microchip Technology Incorporated CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-521	Spouse	KMB	—	15000	1001	Kimberly-Clark Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-520	Spouse	ST	—	15000	1001	Sensata Technologies Holding P CMN	Common Stock	$1,001 - $15,000	2025-04-30	sell	8
house-8220906-ocr-52	Dependent	OKTA	—	15000	1001	OKTA, INC. CMN CLASS A	Stock	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-519	Spouse	—	—	15000	1001	Medtronic Public Limited Compa CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-518	Spouse	CARR	—	15000	1001	Carrier Global Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-517	Spouse	KEY	—	15000	1001	Keycorp CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-516	Spouse	ROK	—	15000	1001	Rockwell Automation Inc CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-515	Spouse	IDXX	—	15000	1001	IDEXX Laboratories CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-514	Spouse	MA	—	15000	1001	Mastercard Incorporated CMN Class A	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-513	Spouse	KMX	—	15000	1001	Carmax, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-512	Spouse	ORCL	—	15000	1001	Oracle Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-511	Spouse	ARE	—	15000	1001	Alexandria Real Estate Equities, Inc.	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-510	Spouse	OTIS	—	15000	1001	Otis Worldwide Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-51	Dependent	—	Partial Transaction	15000	1001	BECTON, DICKINSON AND COMPANY CMN	Stock	$1,001 - $15,000	2025-04-17	sell	17
house-8220906-ocr-509	Spouse	RF	—	15000	1001	Regions Financial Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-508	Spouse	—	Exchange	15000	1001	MKS Instruments Inc CMN	Common Stock	$1,001 - $15,000	2025-04-17	sell	17
house-8220906-ocr-507	Spouse	ABNB	Partial	15000	1001	Airbnb, Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-506	Spouse	DOV	—	15000	1001	Dover Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-505	Spouse	—	—	15000	1001	A.O. Smith Corp (DEL) CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-504	Spouse	GPK	Partial Exchange	15000	1001	Graphic Packaging HLDGCO CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-503	Spouse	MLM	Partial	15000	1001	Martin Marietta Materials, Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-502	Spouse	PPG	—	15000	1001	PPG Industries, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-501	Spouse	BAX	—	15000	1001	Baxter International Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-500	Spouse	BRK-B	Partial Exchange	15000	1001	Berkshire Hathaway Inc. Class B	Common Stock	$1,001 - $15,000	2025-04-11	sell	21
house-8220906-ocr-50	Dependent	GM	—	15000	1001	GENERAL MOTORS COMPANY CMN	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-5	Dependent	ADBE	—	15000	1001	ADOBE INC CMN	Stock	$1,001 - $15,000	2025-04-17	buy	17
house-8220906-ocr-499	Spouse	DXCM	—	15000	1001	Dexcom, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-498	Spouse	APD	Partial Exchange	15000	1001	Air Products & Chemicals Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-497	Spouse	PAYX	—	15000	1001	Paychex, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-496	Spouse	BAX	Partial	15000	1001	Baxter International Inc CMN	Common Stock	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-495	Spouse	—	Partial	15000	1001	Dun & Bradstreet Holdings, Inc CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-494	Spouse	ACN	Partial	15000	1001	Accenture PLC CMN Class A	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-493	Spouse	NKE	Partial	15000	1001	Nike Class-B CMN Class B	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-492	Spouse	EFX	—	15000	1001	Equifax Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-491	Spouse	PTC	—	15000	1001	PTC Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-490	Spouse	BAX	—	15000	1001	Baxter International Inc CMN	Common Stock	$1,001 - $15,000	2025-04-03	sell	27
house-8220906-ocr-49	Dependent	—	Partial Transaction	15000	1001	BECTON, DICKINSON AND COMPANY CMN	Stock	$1,001 - $15,000	2025-04-21	sell	15
house-8220906-ocr-489	Spouse	PANW	—	15000	1001	Palo Alto Networks Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-488	Spouse	ANET	—	15000	1001	Arista Networks, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-487	Spouse	RMD	—	15000	1001	ResMed Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-486	Spouse	CRL	—	15000	1001	Charles River Laboratories Int CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-485	Spouse	TMO	—	15000	1001	Thermo Fisher Scientific Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-484	Spouse	CRWD	—	15000	1001	CrowdStrike Holdings, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-483	Spouse	IR	—	15000	1001	Ingersoll Rand Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-482	Spouse	SPGI	—	15000	1001	S&P Global Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-481	Spouse	—	—	15000	1001	D.R. Horton, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-480	Spouse	—	—	15000	1001	Dun & Bradstreet Holdings, Inc CMN	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-48	Dependent	SBAC	Partial Transaction	15000	1001	SBA COMMUNICATIONS CORPORATION CMN	Stock	$1,001 - $15,000	2025-04-17	sell	17
house-8220906-ocr-479	Spouse	HUBB	—	15000	1001	Hubbell Incorporated CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-478	Spouse	ODFL	—	15000	1001	Old Dominion Freight Line, Inc CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-477	Spouse	ST	—	15000	1001	Sensata Technologies Holding P CMN	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-476	Spouse	—	—	15000	1001	Royal Caribbean Group ISIN: LR0008862868	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-475	Spouse	PRU	—	15000	1001	Prudential Financial Inc CMN	Common Stock	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-474	Spouse	SSNC	—	15000	1001	SS&C TECHNOLOGIES HOLDINGS, IN CMN	Common Stock	$1,001 - $15,000	2025-04-10	sell	22
house-8220906-ocr-473	Spouse	PGR	—	15000	1001	THE PROGRESSIVE CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-472	Spouse	—	—	15000	1001	DUN & BRADSTREET HOLDINGS, INC CMN	Common Stock	$1,001 - $15,000	2025-04-03	sell	27
house-8220906-ocr-471	Spouse	EMR	—	15000	1001	EMERSON ELECTRIC CO. CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-470	Spouse	XYL	—	15000	1001	XYLEM INC. CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-47	Dependent	BRK-B	Capital Gains Exceed $200, Partial Transaction	15000	1001	BERKSHIRE HATHAWAY INC. CLASS B	Stock	$1,001 - $15,000	2025-04-17	sell	17
house-8220906-ocr-469	Spouse	ZBH	—	15000	1001	ZIMMER BIOMET HOLDINGS INC	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-468	Spouse	AMZN	—	15000	1001	AMAZON.COM INC CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-467	Spouse	PH	—	15000	1001	PARKER-HANNIFIN CORP. CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-466	Spouse	NSC	—	15000	1001	NORFOLK SOUTHERN CORP CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-465	Spouse	ADP	—	15000	1001	AUTOMATIC DATA PROCESSING INC CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-464	Spouse	WDAY	—	15000	1001	WORKDAY, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-463	Spouse	OKTA	—	15000	1001	OKTA, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-462	Spouse	FTV	—	15000	1001	FORTIVE CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-461	Spouse	MO	—	15000	1001	ALTRIA GROUP, INC. CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-460	Spouse	GWW	—	15000	1001	W.W. GRAINGER INC CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-46	Dependent	—	—	15000	1001	MKS INSTRUMENTS INC CMN	Stock	$1,001 - $15,000	2025-04-16	sell	18
house-8220906-ocr-459	Spouse	CDW	—	15000	1001	CDW CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-458	Spouse	OKTA	—	15000	1001	OKTA, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-457	Spouse	MTD	—	15000	1001	METTLER-TOLEDO INTL CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-456	Spouse	TFC	—	15000	1001	TRUIST FINANCIAL CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-455	Spouse	CTSH	—	15000	1001	COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-454	Spouse	SHW	Partial Sale	15000	1001	SHERWIN-WILLIAMS CO CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-453	Spouse	FAST	—	15000	1001	FASTENAL COMPANY CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-452	Spouse	MET	—	15000	1001	METLIFE, INC. CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-451	Spouse	BRK-B	Partial Sale; Capital Gains Exceed $200	15000	1001	BERKSHIRE HATHAWAY INC. CLASS B	Common Stock	$1,001 - $15,000	2025-04-17	sell	17
house-8220906-ocr-450	Spouse	LIN	Partial Sale	15000	1001	LINDE PLC CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-45	Dependent	OKTA	Partial Transaction	15000	1001	OKTA, INC. CMN CLASS A	Stock	$1,001 - $15,000	2025-04-07	sell	25
house-8220906-ocr-449	Spouse	HLT	—	15000	1001	HILTON WORLDWIDE HOLDINGS INC. CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-448	Spouse	BAX	Partial Sale	15000	1001	BAXTER INTERNATIONAL INC CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-447	Spouse	PCAR	—	15000	1001	PACCAR INC CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-446	Spouse	DAL	—	15000	1001	DELTA AIR LINES, INC. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-445	Spouse	—	—	15000	1001	MOODY'S CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-444	Spouse	AMP	Partial Sale; Capital Gains Exceed $200	15000	1001	AMERIPRISE FINANCIAL, INC. CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-443	Spouse	CSX	Partial Sale	15000	1001	CSX CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-442	Spouse	CMG	—	15000	1001	CHIPOTLE MEXICAN GRILL, INC. CMN	Common Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-441	Spouse	—	—	15000	1001	THE BANK OF NY MELLON CORP CMN	Common Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-440	Spouse	OKTA	—	15000	1001	OKTA, INC. CMN CLASS A	Stock	$1,001 - $15,000	2025-04-07	sell	25
house-8220906-ocr-44	Dependent	—	—	15000	1001	MKS INSTRUMENTS INC CMN	Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-439	Spouse	—	—	15000	1001	MKS INSTRUMENTS INC CMN	Stock	$1,001 - $15,000	2025-04-16	sell	18
house-8220906-ocr-438	Spouse	ADI	—	15000	1001	ANALOG DEVICES, INC. CMN	Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-437	Spouse	LRCX	—	15000	1001	LAM RESEARCH CORPORATION CMN	Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-436	Spouse	ITW	—	15000	1001	ILLINOIS TOOL WORKS CMN	Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-435	Spouse	C	—	15000	1001	CITIGROUP INC. CMN	Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-434	Spouse	ACN	—	15000	1001	ACCENTURE PLC CMN CLASS A	Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-433	Spouse	AVGO	—	15000	1001	BROADCOM INC. CMN	Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-432	Spouse	PFE	—	50000	15001	PFIZER INC. CMN	Stock	$15,001 - $50,000	2025-04-09	sell	23
house-8220906-ocr-431	Spouse	LOW	—	50000	15001	LOWES COMPANIES INC CMN	Stock	$15,001 - $50,000	2025-04-09	sell	23
house-8220906-ocr-430	Spouse	TXN	—	50000	15001	TEXAS INSTRUMENTS INC. CMN	Stock	$15,001 - $50,000	2025-04-09	sell	23
house-8220906-ocr-43	Dependent	PINS	—	15000	1001	PINTEREST INC CMN CLASS A	Stock	$1,001 - $15,000	2025-04-03	buy	27
house-8220906-ocr-429	Spouse	QCOM	—	50000	15001	QUALCOMM INC CMN	Stock	$15,001 - $50,000	2025-04-09	sell	23
house-8220906-ocr-428	Spouse	MS	—	50000	15001	MORGAN STANLEY CMN	Stock	$15,001 - $50,000	2025-04-09	sell	23
house-8220906-ocr-427	Spouse	PLD	—	50000	15001	PROLOGIS INC CMN	Stock	$15,001 - $50,000	2025-04-09	sell	23
house-8220906-ocr-426	Spouse	GOOGL	—	50000	15001	ALPHABET INC. CMN CLASS A	Stock	$15,001 - $50,000	2025-04-09	sell	23
house-8220906-ocr-425	Spouse	—	—	50000	15001	MKS INSTRUMENTS INC CMN	Stock	$15,001 - $50,000	2025-04-15	sell	19
house-8220906-ocr-424	Spouse	NOW	—	50000	15001	SERVICENOW INC CMN	Stock	$15,001 - $50,000	2025-04-09	sell	23
house-8220906-ocr-423	Spouse	UNP	—	50000	15001	UNION PACIFIC CORP. CMN	Common Stock	$15,001 - $50,000	2025-04-09	sell	23
house-8220906-ocr-422	Spouse	DIS	—	50000	15001	WALT DISNEY COMPANY (THE) CMN	Common Stock	$15,001 - $50,000	2025-04-09	sell	23
house-8220906-ocr-421	Spouse	INTU	—	50000	15001	INTUIT INC CMN	Common Stock	$15,001 - $50,000	2025-04-09	sell	23
house-8220906-ocr-420	Spouse	PG	—	50000	15001	THE PROCTER & GAMBLE COMPANY CMN	Common Stock	$15,001 - $50,000	2025-04-09	sell	23
house-8220906-ocr-42	Dependent	MU	—	15000	1001	MICRON TECHNOLOGY, INC. CMN	Stock	$1,001 - $15,000	2025-04-16	buy	18
house-8220906-ocr-419	Spouse	ABBV	—	50000	15001	ABBVIE INC. CMN	Common Stock	$15,001 - $50,000	2025-04-09	sell	23
house-8220906-ocr-418	Spouse	MRK	—	50000	15001	MERCK & CO., INC. CMN	Common Stock	$15,001 - $50,000	2025-04-23	sell	13
house-8220906-ocr-417	Spouse	BAC	—	50000	15001	BANK OF AMERICA CORP CMN	Common Stock	$15,001 - $50,000	2025-04-09	sell	23
house-8220906-ocr-416	Spouse	AAPL	—	50000	15001	APPLE INC. CMN	Common Stock	$15,001 - $50,000	2025-04-09	sell	23
house-8220906-ocr-415	Spouse	MSFT	—	100000	50001	MICROSOFT CORPORATION CMN	Common Stock	$50,001 - $100,000	2025-04-23	sell	13
house-8220906-ocr-414	Spouse	XSP	@ 490 EXP	15000	1001	PUT/XSP @ 490 EXP 07/31/2025	Option	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-413	Spouse	XSP	@ 460 EXP	15000	1001	PUT/XSP @ 460 EXP 06/30/2025	Option	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-412	Spouse	XSP	@ 510 EXP	15000	1001	PUT/XSP @ 510 EXP 07/31/2025	Option	$1,001 - $15,000	2025-04-14	sell	20
house-8220906-ocr-411	Spouse	XSP	@ 517 EXP	15000	1001	PUT/XSP @ 517 EXP 07/18/2025	Option	$1,001 - $15,000	2025-04-03	sell	27
house-8220906-ocr-410	Spouse	XSP	@ 506 EXP	15000	1001	PUT/XSP @ 506 EXP 06/30/2025	Option	$1,001 - $15,000	2025-04-16	sell	18
house-8220906-ocr-41	Dependent	PENN	—	15000	1001	PENN ENTERTAINMENT INC CMN	Stock	$1,001 - $15,000	2025-04-16	buy	18
house-8220906-ocr-409	Spouse	XSP	@ 505 EXP	15000	1001	PUT/XSP @ 505 EXP 08/15/2025	Option	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-408	Spouse	XSP	@ 515 EXP	15000	1001	PUT/XSP @ 515 EXP 07/18/2025	Option	$1,001 - $15,000	2025-04-14	sell	20
house-8220906-ocr-407	Spouse	XSP	@ 544 EXP	15000	1001	PUT/XSP @ 544 EXP 04/17/2025	Option	$1,001 - $15,000	2025-04-14	buy	20
house-8220906-ocr-406	Spouse	XSP	@ 528 EXP 04/30/2025	15000	1001	PUT/XSP 04/30/2025 @ 528 EXP	Option	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-405	Spouse	XSP	@ 555 EXP 04/17/2025	15000	1001	PUT/XSP 04/17/2025 @ 555 EXP	Option	$1,001 - $15,000	2025-04-14	buy	20
house-8220906-ocr-404	Spouse	XSP	@ 550 EXP 04/30/2025	15000	1001	PUT/XSP 04/30/2025 @ 550 EXP	Option	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-403	Spouse	XSP	@ 544 EXP 04/17/2025	15000	1001	PUT/XSP 04/17/2025 @ 544 EXP	Option	$1,001 - $15,000	2025-04-16	buy	18
house-8220906-ocr-402	Spouse	XSP	@ 581 EXP 04/04/2025	15000	1001	PUT/XSP 04/04/2025 @ 581 EXP	Option	$1,001 - $15,000	2025-04-03	buy	27
house-8220906-ocr-401	Spouse	XSP	@ 590 EXP 04/17/2025	50000	15001	PUT/XSP 04/17/2025 @ 590 EXP	Option	$15,001 - $50,000	2025-04-14	buy	20
house-8220906-ocr-400	Spouse	XSP	@ 587 EXP 04/11/2025	50000	15001	PUT/XSP 04/11/2025 @ 587 EXP	Option	$15,001 - $50,000	2025-04-09	buy	23
house-8220906-ocr-40	Dependent	GPN	—	15000	1001	GLOBAL PAYMENTS INC. CMN	Stock	$1,001 - $15,000	2025-04-08	buy	24
house-8220906-ocr-4	Dependent	—	—	50000	15001	AON PUBLIC LIMITED COMPANY CMN	Stock	$15,001 - $50,000	2025-04-25	buy	11
house-8220906-ocr-399	Spouse	—	—	15000	1001	Iberdrola Sociedad Anonima Sponsored ADR CMN	Common Stock	$1,001 - $15,000	2025-04-11	buy	21
house-8220906-ocr-398	Spouse	PENN	—	15000	1001	Penn Entertainment Inc CMN	Common Stock	$1,001 - $15,000	2025-04-11	buy	21
house-8220906-ocr-397	Spouse	VYX	—	15000	1001	NCR Voyix Corp CMN	Common Stock	$1,001 - $15,000	2025-04-22	buy	14
house-8220906-ocr-396	Spouse	META	—	15000	1001	Meta Platforms Inc-Class A CMN Class A	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-395	Spouse	VYX	—	15000	1001	NCR Voyix Corp CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-394	Spouse	JCI	—	15000	1001	Johnson Controls International CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-393	Spouse	UCTT	—	15000	1001	Ultra Clean Holdings, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-30	buy	8
house-8220906-ocr-392	Spouse	VYX	—	15000	1001	NCR Voyix Corp CMN	Common Stock	$1,001 - $15,000	2025-04-03	buy	27
house-8220906-ocr-391	Spouse	PLTR	—	15000	1001	Palantir Technologies Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-390	Spouse	ENPH	—	15000	1001	Enphase Energy, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-39	Dependent	—	—	15000	1001	MKS INSTRUMENTS INC CMN	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-389	Spouse	AVB	—	15000	1001	AvalonBay Communities Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-388	Spouse	FDX	—	15000	1001	FedEx Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-387	Spouse	KKR	—	15000	1001	KKR & Co. Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-386	Spouse	GPN	—	15000	1001	Global Payments Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-14	buy	20
house-8220906-ocr-385	Spouse	WST	—	15000	1001	West Pharmaceutical Services Inc	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-384	Spouse	DLR	—	15000	1001	Digital Realty Trust, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-383	Spouse	WDC	—	15000	1001	Western Digital Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-382	Spouse	ACGL	—	15000	1001	Arch Capital Group Ltd. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-381	Spouse	MO	—	15000	1001	Altria Group, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-380	Spouse	BLDR	—	15000	1001	Builders Firstsource, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-38	Dependent	TENB	—	15000	1001	TENABLE HOLDINGS, INC CMN	Stock	$1,001 - $15,000	2025-04-30	buy	8
house-8220906-ocr-379	Spouse	SWKS	—	15000	1001	Skyworks Solutions, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-378	Spouse	DG	—	15000	1001	Dollar General Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-377	Spouse	BIIB	—	15000	1001	Biogen Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-376	Spouse	ZBRA	—	15000	1001	Zebra Technologies Inc CMN Class A	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-375	Spouse	ADM	—	15000	1001	Archer-Daniels-Midland Company CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-374	Spouse	—	—	15000	1001	Interpublic Group Cos CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-373	Spouse	CZR	—	15000	1001	Caesars Entertainment Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-372	Spouse	FTNT	—	15000	1001	Fortinet, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-371	Spouse	IVZ	—	15000	1001	Invesco Ltd. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-370	Spouse	WY	—	15000	1001	Weyerhaeuser Company CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-37	Dependent	—	—	15000	1001	MKS INSTRUMENTS INC CMN	Stock	$1,001 - $15,000	2025-04-08	buy	24
house-8220906-ocr-369	Spouse	VTRS	—	15000	1001	Viatris Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-368	Spouse	CNC	—	15000	1001	Centene Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-367	Spouse	ZBH	—	15000	1001	Zimmer Biomet Holdings Inc	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-366	Spouse	SBUX	—	15000	1001	Starbucks Corp. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-365	Spouse	MOS	—	15000	1001	Mosaic Company (The) CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-364	Spouse	APH	—	15000	1001	Amphenol Corp CL-A (New) CMN Class A	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-363	Spouse	ALB	—	15000	1001	Albemarle Corp CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-362	Spouse	IEX	—	15000	1001	IDEX Corporation Common Stock	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-361	Spouse	SYY	—	15000	1001	Sysco Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-360	Spouse	NCLH	—	15000	1001	Norwegian Cruise Line HLDG Ltd CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-36	Dependent	—	—	15000	1001	AON PUBLIC LIMITED COMPANY CMN	Stock	$1,001 - $15,000	2025-04-25	buy	11
house-8220906-ocr-359	Spouse	MU	—	15000	1001	Micron Technology, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-358	Spouse	WBD	—	15000	1001	Warner Bros Discovery Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-357	Spouse	OMC	—	15000	1001	Omnicom Group CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-356	Spouse	LUV	—	15000	1001	Southwest Airlines Co CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-355	Spouse	GEHC	—	15000	1001	GE Healthcare Technologies Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-354	Spouse	ELAN	—	15000	1001	Elanco Animal Health Incorpora CMN	Common Stock	$1,001 - $15,000	2025-04-10	buy	22
house-8220906-ocr-353	Spouse	ABT	—	15000	1001	Abbott Laboratories CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-352	Spouse	STT	—	15000	1001	State Street Corporation (New) CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-351	Spouse	LYV	—	15000	1001	Live Nation Entertainment Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-350	Spouse	A	—	15000	1001	Agilent Technologies, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-35	Dependent	DIS	—	15000	1001	WALT DISNEY COMPANY (THE) CMN	Stock	$1,001 - $15,000	2025-04-16	buy	18
house-8220906-ocr-349	Spouse	AKAM	—	15000	1001	Akamai Technologies, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-348	Spouse	ALGN	—	15000	1001	Align Technology, Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-347	Spouse	CDNS	—	15000	1001	Cadence Design Systems Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-346	Spouse	FSLR	—	15000	1001	First Solar, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-345	Spouse	DASH	—	15000	1001	DoorDash Inc CMN Class A	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-344	Spouse	—	—	15000	1001	Deckers Outdoors Corp CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-343	Spouse	STX	—	15000	1001	Seagate Technology Holdin PLC CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-342	Spouse	DE	—	15000	1001	Deere & Company CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-341	Spouse	KEYS	—	15000	1001	Keysight Technologies, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-340	Spouse	CB	—	15000	1001	Chubb Limited CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-34	Dependent	TFC	Ahuja Grandchildren's Education Trust	15000	1001	TRUIST FINANCIAL CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-04-16	buy	18
house-8220906-ocr-339	Spouse	EXR	—	15000	1001	Extra Space Storage Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-338	Spouse	URI	—	15000	1001	United Rentals, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-337	Spouse	PENN	—	15000	1001	Penn Entertainment Inc CMN	Common Stock	$1,001 - $15,000	2025-04-30	buy	8
house-8220906-ocr-336	Spouse	—	—	15000	1001	ANSYS, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-335	Spouse	NFLX	—	15000	1001	Netflix, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-334	Spouse	TFC	—	15000	1001	Truist Financial Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-17	buy	17
house-8220906-ocr-333	Spouse	INTC	—	15000	1001	Intel Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-332	Spouse	—	—	15000	1001	MKS Instruments Inc CMN	Common Stock	$1,001 - $15,000	2025-04-10	buy	22
house-8220906-ocr-331	Spouse	ADBE	—	15000	1001	Adobe Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-330	Spouse	MSI	—	15000	1001	Motorola Solutions Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-33	Dependent	TFC	Ahuja Grandchildren's Education Trust	15000	1001	TRUIST FINANCIAL CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-329	Spouse	EA	—	15000	1001	Electronic Arts CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-328	Spouse	IQV	—	15000	1001	IQVIA Holdings Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-327	Spouse	HPQ	—	15000	1001	HP Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-326	Spouse	DELL	—	15000	1001	Dell Technologies Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-325	Spouse	F	—	15000	1001	Ford Motor Company CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-324	Spouse	LYB	—	15000	1001	Lyondellbasell Industries N.V. CMN Class A	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-323	Spouse	GEHC	—	15000	1001	GE Healthcare Technologies Inc CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-322	Spouse	TSCO	—	15000	1001	Tractor Supply Company CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-321	Spouse	HBAN	—	15000	1001	Huntington Bancshares Incorporated CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-320	Spouse	BALL	—	15000	1001	Ball Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-32	Dependent	ADBE	Ahuja Grandchildren's Education Trust	15000	1001	ADOBE INC CMN	Common Stock	$1,001 - $15,000	2025-04-17	buy	17
house-8220906-ocr-319	Spouse	COO	—	15000	1001	Cooper COS Inc/The CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-318	Spouse	CTVA	—	15000	1001	Corteva, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-317	Spouse	IBM	—	15000	1001	Intl Business Machines Corp CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-316	Spouse	VMC	—	15000	1001	Vulcan Materials CO CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-315	Spouse	ISRG	—	15000	1001	Intuitive Surgical, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-314	Spouse	—	—	15000	1001	Vertex Pharmaceuticals Incorpo CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-313	Spouse	UAL	—	15000	1001	United Airlines Holdings Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-312	Spouse	NWSA	—	15000	1001	News Corporation CMN Class A	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-311	Spouse	NTAP	—	15000	1001	NetApp, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-310	Spouse	JNJ	—	15000	1001	Johnson & Johnson CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-31	Dependent	GPN	Ahuja Grandchildren's Education Trust	15000	1001	GLOBAL PAYMENTS INC. CMN	Common Stock	$1,001 - $15,000	2025-04-07	buy	25
house-8220906-ocr-309	Spouse	EL	—	15000	1001	Estee Lauder COS Inc CL-A CMN Class A	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-308	Spouse	TROW	—	15000	1001	T. Rowe Price Group, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-307	Spouse	ADSK	—	15000	1001	Autodesk, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-306	Spouse	IFF	—	15000	1001	INTL. Flavors & Fragrance CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-305	Spouse	EXPD	—	15000	1001	Expeditors International of WA CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-304	Spouse	ROST	—	15000	1001	Ross Stores, Inc CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-303	Spouse	URI	—	15000	1001	United Rentals, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-302	Spouse	RJF	—	15000	1001	Raymond James Financial, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-301	Spouse	PINS	—	15000	1001	Pinterest Inc CMN Class A	Common Stock	$1,001 - $15,000	2025-04-03	buy	27
house-8220906-ocr-300	Spouse	NDSN	—	15000	1001	Nordson Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-30	Dependent	—	Ahuja Grandchildren's Education Trust	15000	1001	MKS INSTRUMENTS INC CMN	Common Stock	$1,001 - $15,000	2025-04-03	buy	27
house-8220906-ocr-3	Dependent	ADBE	—	50000	15001	ADOBE INC CMN	Stock	$15,001 - $50,000	2025-04-17	buy	17
house-8220906-ocr-299	Spouse	WM	—	15000	1001	Waste Management Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-298	Spouse	—	—	15000	1001	U.S. Bancorp CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-297	Spouse	TENB	—	15000	1001	Tenable Holdings, Inc CMN	Common Stock	$1,001 - $15,000	2025-04-30	buy	8
house-8220906-ocr-296	Spouse	—	—	15000	1001	Hologic Incorporated CMN	Common Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-295	Spouse	—	—	15000	1001	MKS Instruments Inc CMN	Common Stock	$1,001 - $15,000	2025-04-08	buy	24
house-8220906-ocr-294	Spouse	FDX	—	15000	1001	FedEx Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-293	Spouse	—	—	15000	1001	MC Donalds Corp CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-292	Spouse	KLAC	—	15000	1001	KLA Corp CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-291	Spouse	BSX	—	15000	1001	Boston Scientific Corp. Common Stock	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-290	Spouse	GPN	—	15000	1001	Global Payments Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-08	buy	24
house-8220906-ocr-29	Dependent	ADBE	Ahuja Grandchildren's Education Trust	15000	1001	ADOBE INC CMN	Common Stock	$1,001 - $15,000	2025-04-17	buy	17
house-8220906-ocr-289	Spouse	MU	—	15000	1001	Micron Technology, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-288	Spouse	CFG	—	15000	1001	Citizens Financial Group, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-287	Spouse	BAC	—	15000	1001	Bank of America Corp CMN	Common Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-286	Spouse	MAR	—	15000	1001	Marriott International, Inc CMN Class A	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-285	Spouse	SCHW	—	15000	1001	Charles Schwab Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-284	Spouse	TFC	—	15000	1001	Truist Financial Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-16	buy	18
house-8220906-ocr-283	Spouse	UPS	—	15000	1001	United Parcel Service, Inc. Class B Common Stock	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-282	Spouse	KLAC	—	15000	1001	KLA Corp CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-281	Spouse	TFC	—	15000	1001	Truist Financial Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-280	Spouse	TER	—	15000	1001	Teradyne Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-28	Dependent	—	Ahuja Grandchildren's Education Trust	15000	1001	HOLOGIC INCORPORATED CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-279	Spouse	FCX	—	15000	1001	Freeport-McMoRan Inc CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-278	Spouse	CRM	—	15000	1001	Salesforce Inc CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-277	Spouse	PWR	—	15000	1001	Quanta Services Inc CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-276	Spouse	KMB	—	15000	1001	Kimberly-Clark Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-29	buy	9
house-8220906-ocr-275	Spouse	GPN	—	15000	1001	Global Payments Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-274	Spouse	HD	—	15000	1001	The Home Depot, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-273	Spouse	MMM	—	15000	1001	3M Company CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-272	Spouse	SNPS	—	15000	1001	Synopsys Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-271	Spouse	ZTS	—	15000	1001	Zoetis Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-04-29	buy	9
house-8220906-ocr-270	Spouse	TGT	—	15000	1001	TARGET CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-04-07	buy	25
house-8220906-ocr-27	Dependent	TGT	Ahuja Grandchildren's Education Trust	15000	1001	TARGET CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-269	Spouse	—	—	15000	1001	UNITEDHEALTH GROUP INCORPORATE CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-268	Spouse	CCI	—	15000	1001	CROWN CASTLE INTL CORP CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-267	Spouse	TGT	—	15000	1001	TARGET CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-266	Spouse	COF	—	15000	1001	CAPITAL ONE FINANCIAL CORP CMN	Common Stock	$1,001 - $15,000	2025-04-08	buy	24
house-8220906-ocr-265	Spouse	CSCO	—	15000	1001	CISCO SYSTEMS, INC. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-264	Spouse	FISV	—	15000	1001	FISERV, INC. CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-263	Spouse	CPRT	—	15000	1001	COPART, INC. CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-262	Spouse	FICO	—	15000	1001	FAIR ISAAC INC CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-261	Spouse	DOW	—	15000	1001	DOW INC CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-260	Spouse	GOOGL	—	15000	1001	ALPHABET INC. CMN CLASS C	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-26	Dependent	—	Ahuja Grandchildren's Education Trust	100000	50001	BANK OF MONTREAL LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2025-04-17	buy	17
house-8220906-ocr-259	Spouse	—	—	15000	1001	MKS INSTRUMENTS INC CMN	Common Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-258	Spouse	REGN	—	15000	1001	REGENERON PHARMACEUTICAL INC CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-257	Spouse	AMAT	—	15000	1001	APPLIED MATERIALS INC CMN	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-256	Spouse	DAL	—	15000	1001	DELTA AIR LINES, INC. CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-255	Spouse	PFG	—	15000	1001	PRINCIPAL FINANCIAL GROUP, INC CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-254	Spouse	CB	—	15000	1001	CHUBB LIMITED CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-253	Spouse	CTAS	—	15000	1001	Cintas Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-252	Spouse	BRK-B	—	15000	1001	Berkshire Hathaway Inc. Class B	Common Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-251	Spouse	AMT	—	15000	1001	American Tower Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-250	Spouse	GPN	—	15000	1001	Global Payments Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-07	buy	25
house-8220906-ocr-25	Dependent	WM	—	15000	1001	WASTE MANAGEMENT INC CMN	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-249	Spouse	CMG	—	15000	1001	Chipotle Mexican Grill, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-248	Spouse	BKNG	—	15000	1001	Booking Holdings Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-247	Spouse	WAB	—	15000	1001	Westinghouse Air Brake Technol CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-246	Spouse	—	—	15000	1001	Hologic Incorporated CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-245	Spouse	AMGN	—	15000	1001	Amgen Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-244	Spouse	COST	—	15000	1001	Costco Wholesale Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-243	Spouse	CMCSA	—	15000	1001	Comcast Corporation CMN Class A Voting	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-242	Spouse	SNPS	—	15000	1001	Synopsys Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-241	Spouse	UPS	—	15000	1001	United Parcel Service, Inc. Class B Common Stock	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-240	Spouse	KKR	—	15000	1001	KKR & Co. Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-24	Dependent	—	—	15000	1001	BECTON, DICKINSON AND COMPANY CMN	Common Stock	$1,001 - $15,000	2025-04-07	sell	25
house-8220906-ocr-239	Spouse	NDAQ	—	15000	1001	Nasdaq Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-238	Spouse	MU	—	50000	15001	Micron Technology, Inc. CMN	Common Stock	$15,001 - $50,000	2025-04-09	buy	23
house-8220906-ocr-237	Spouse	CDNS	—	50000	15001	Cadence Design Systems Inc CMN	Common Stock	$15,001 - $50,000	2025-04-09	buy	23
house-8220906-ocr-236	Spouse	PNC	Rita Ahuja 1994 Trust	50000	15001	PNC Financial Services Group, CMN	Stock	$15,001 - $50,000	2025-04-09	buy	23
house-8220906-ocr-235	Spouse	—	Rita Ahuja 1994 Trust	50000	15001	MKS Instruments Inc CMN	Stock	$15,001 - $50,000	2025-04-03	buy	27
house-8220906-ocr-234	Spouse	C	Rita Ahuja 1994 Trust	50000	15001	Citigroup Inc. CMN	Stock	$15,001 - $50,000	2025-04-23	buy	13
house-8220906-ocr-233	Spouse	—	Rita Ahuja 1994 Trust	50000	15001	Mid-America APT CMNTYS Inc CMN	Stock	$15,001 - $50,000	2025-04-09	buy	23
house-8220906-ocr-232	Spouse	ETN	Rita Ahuja 1994 Trust	50000	15001	Eaton Corp PLC CMN	Stock	$15,001 - $50,000	2025-04-09	buy	23
house-8220906-ocr-231	Spouse	AMAT	Rita Ahuja 1994 Trust	50000	15001	Applied Materials Inc CMN	Stock	$15,001 - $50,000	2025-04-09	buy	23
house-8220906-ocr-230	Spouse	PEP	Rita Ahuja 1994 Trust	50000	15001	Pepsico, Inc. CMN	Stock	$15,001 - $50,000	2025-04-09	buy	23
house-8220906-ocr-23	Dependent	—	—	15000	1001	HARTFORD INSURANCE GROUP INC/T CMN	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-229	Spouse	CTSH	Rita Ahuja 1994 Trust	50000	15001	Cognizant Technology Solutions Corp Class A	Stock	$15,001 - $50,000	2025-04-09	buy	23
house-8220906-ocr-228	Spouse	APH	Rita Ahuja 1994 Trust	50000	15001	Amphenol Corp CL-A (New) CMN Class A	Stock	$15,001 - $50,000	2025-04-09	buy	23
house-8220906-ocr-227	Spouse	TGT	Rita Ahuja 1994 Trust	50000	15001	Target Corporation CMN	Stock	$15,001 - $50,000	2025-04-04	buy	26
house-8220906-ocr-226	Spouse	ADBE	Rita Ahuja 1994 Trust	50000	15001	Adobe Inc CMN	Stock	$15,001 - $50,000	2025-04-09	buy	23
house-8220906-ocr-225	Spouse	CAT	Rita Ahuja 1994 Trust	50000	15001	Caterpillar Inc (Delaware) CMN	Stock	$15,001 - $50,000	2025-04-09	buy	23
house-8220906-ocr-224	Spouse	—	Rita Ahuja 1994 Trust	50000	15001	Blackrock Funding, Inc. CMN	Stock	$15,001 - $50,000	2025-04-09	buy	23
house-8220906-ocr-223	Spouse	TMO	Rita Ahuja 1994 Trust	50000	15001	Thermo Fisher Scientific Inc CMN	Stock	$15,001 - $50,000	2025-04-09	buy	23
house-8220906-ocr-222	Spouse	MSFT	Rita Ahuja 1994 Trust	100000	50001	Microsoft Corporation CMN	Stock	$50,001 - $100,000	2025-04-09	buy	23
house-8220906-ocr-221	Spouse	—	Rita Ahuja 1994 Trust	250000	100001	Bank of Montreal Linked to S&P 500 Index	Stock	$100,001 - $250,000	2025-04-24	buy	12
house-8220906-ocr-220	Spouse	GPK	—	15000	1001	GRAPHIC PACKAGING HLDGCO CMN	Stock	$1,001 - $15,000	2025-04-24	sell	12
house-8220906-ocr-22	Dependent	CL	—	15000	1001	COLGATE-PALMOLIVE CO CMN	Common Stock	$1,001 - $15,000	2025-04-17	sell	17
house-8220906-ocr-219	Spouse	GPK	—	15000	1001	GRAPHIC PACKAGING HLDGCO CMN	Stock	$1,001 - $15,000	2025-04-02	sell	28
house-8220906-ocr-218	Spouse	ST	—	15000	1001	SENSATA TECHNOLOGIES HOLDING P CMN	Stock	$1,001 - $15,000	2025-04-11	sell	21
house-8220906-ocr-217	Spouse	ST	—	15000	1001	SENSATA TECHNOLOGIES HOLDING P CMN	Stock	$1,001 - $15,000	2025-04-30	sell	8
house-8220906-ocr-216	Spouse	GPK	—	15000	1001	GRAPHIC PACKAGING HLDGCO CMN	Stock	$1,001 - $15,000	2025-04-23	sell	13
house-8220906-ocr-215	Spouse	GPK	—	15000	1001	GRAPHIC PACKAGING HLDGCO CMN	Stock	$1,001 - $15,000	2025-04-28	sell	10
house-8220906-ocr-214	Spouse	BAX	—	15000	1001	BAXTER INTERNATIONAL INC CMN	Stock	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-213	Spouse	—	—	15000	1001	DUN & BRADSTREET HOLDINGS, INC CMN	Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-212	Spouse	BAX	—	15000	1001	BAXTER INTERNATIONAL INC CMN	Stock	$1,001 - $15,000	2025-04-03	sell	27
house-8220906-ocr-211	Spouse	—	—	15000	1001	DUN & BRADSTREET HOLDINGS, INC CMN	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-210	Spouse	SSNC	—	15000	1001	SS&C TECHNOLOGIES HOLDINGS, IN CMN	Stock	$1,001 - $15,000	2025-04-10	sell	22
house-8220906-ocr-21	Dependent	—	—	15000	1001	BECTON, DICKINSON AND COMPANY CMN	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-209	Spouse	—	—	15000	1001	DUN & BRADSTREET HOLDINGS, INC CMN	Stock	$1,001 - $15,000	2025-04-03	sell	27
house-8220906-ocr-208	Spouse	ZBH	—	15000	1001	ZIMMER BIOMET HOLDINGS INC	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-207	Spouse	ST	—	15000	1001	SENSATA TECHNOLOGIES HOLDING P CMN	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-206	Spouse	OKTA	—	15000	1001	OKTA, INC. CMN CLASS A	Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-205	Spouse	OKTA	—	15000	1001	OKTA, INC. CMN CLASS A	Stock	$1,001 - $15,000	2025-04-08	sell	24
house-8220906-ocr-204	Spouse	BRK-B	Exchange/Partial	15000	1001	BERKSHIRE HATHAWAY INC. CLASS B	Stock	$1,001 - $15,000	2025-04-11	sell	21
house-8220906-ocr-203	Spouse	BRK-B	Exchange/Partial	15000	1001	BERKSHIRE HATHAWAY INC. CLASS B	Stock	$1,001 - $15,000	2025-04-17	sell	17
house-8220906-ocr-202	Spouse	BAX	Partial	15000	1001	BAXTER INTERNATIONAL INC CMN	Stock	$1,001 - $15,000	2025-04-09	sell	23
house-8220906-ocr-201	Spouse	OKTA	Partial	15000	1001	OKTA, INC. CMN CLASS A	Stock	$1,001 - $15,000	2025-04-07	sell	25
house-8220906-ocr-200	Spouse	—	—	15000	1001	MKS INSTRUMENTS INC CMN	Stock	$1,001 - $15,000	2025-04-16	sell	18
house-8220906-ocr-20	Dependent	BAC	—	15000	1001	BANK OF AMERICA CORP CMN	Common Stock	$1,001 - $15,000	2025-04-07	sell	25
house-8220906-ocr-2	Dependent	—	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	50000	15001	BANK OF MONTREAL LINKED TO S&P 500 INDEX	Stock	$15,001 - $50,000	2025-04-24	buy	12
house-8220906-ocr-199	Spouse	—	—	50000	15001	MKS INSTRUMENTS INC CMN	Stock	$15,001 - $50,000	2025-04-15	sell	19
house-8220906-ocr-198	Spouse	PENN	—	15000	1001	PENN ENTERTAINMENT INC CMN	Stock	$1,001 - $15,000	2025-04-11	buy	21
house-8220906-ocr-197	Spouse	VYX	—	15000	1001	NCR VOYIX CORP CMN	Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-196	Spouse	GPN	—	15000	1001	GLOBAL PAYMENTS INC. CMN	Stock	$1,001 - $15,000	2025-04-14	buy	20
house-8220906-ocr-195	Spouse	VYX	—	15000	1001	NCR VOYIX CORP CMN	Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-194	Spouse	ELAN	—	15000	1001	ELANCO ANIMAL HEALTH INCORPORA CMN	Stock	$1,001 - $15,000	2025-04-10	buy	22
house-8220906-ocr-193	Spouse	TFC	—	15000	1001	TRUIST FINANCIAL CORPORATION CMN	Stock	$1,001 - $15,000	2025-04-17	buy	17
house-8220906-ocr-192	Spouse	—	—	15000	1001	MKS INSTRUMENTS INC CMN	Stock	$1,001 - $15,000	2025-04-10	buy	22
house-8220906-ocr-191	Spouse	PINS	—	15000	1001	PINTEREST INC CMN CLASS A	Stock	$1,001 - $15,000	2025-04-03	buy	27
house-8220906-ocr-190	Spouse	TENB	—	15000	1001	TENABLE HOLDINGS, INC CMN	Stock	$1,001 - $15,000	2025-04-30	buy	8
house-8220906-ocr-19	Dependent	GM	—	15000	1001	GENERAL MOTORS COMPANY CMN	Common Stock	$1,001 - $15,000	2025-04-04	sell	26
house-8220906-ocr-189	Spouse	—	—	15000	1001	HOLOGIC INCORPORATED CMN	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-188	Spouse	—	—	15000	1001	MKS INSTRUMENTS INC CMN	Stock	$1,001 - $15,000	2025-04-08	buy	24
house-8220906-ocr-187	Spouse	GOOGL	Ritu Ahuja Declaration of Trust	15000	1001	ALPHABET INC. CMN CLASS C	Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-186	Spouse	GPN	Ritu Ahuja Declaration of Trust	15000	1001	GLOBAL PAYMENTS INC. CMN	Stock	$1,001 - $15,000	2025-04-08	buy	24
house-8220906-ocr-185	Spouse	MU	Ritu Ahuja Declaration of Trust	15000	1001	MICRON TECHNOLOGY, INC. CMN	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-184	Spouse	BAC	Ritu Ahuja Declaration of Trust	15000	1001	BANK OF AMERICA CORP CMN	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-183	Spouse	TFC	Ritu Ahuja Declaration of Trust	15000	1001	TRUIST FINANCIAL CORPORATION CMN	Stock	$1,001 - $15,000	2025-04-16	buy	18
house-8220906-ocr-182	Spouse	TFC	Ritu Ahuja Declaration of Trust	15000	1001	TRUIST FINANCIAL CORPORATION CMN	Stock	$1,001 - $15,000	2025-04-23	buy	13
house-8220906-ocr-181	Spouse	GPN	Ritu Ahuja Declaration of Trust	15000	1001	GLOBAL PAYMENTS INC. CMN	Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-180	Spouse	TGT	Ritu Ahuja Declaration of Trust	15000	1001	TARGET CORPORATION CMN	Stock	$1,001 - $15,000	2025-04-07	buy	25
house-8220906-ocr-18	Dependent	—	—	15000	1001	BECTON, DICKINSON AND COMPANY CMN	Common Stock	$1,001 - $15,000	2025-04-17	sell	17
house-8220906-ocr-179	Spouse	TGT	Ritu Ahuja Declaration of Trust	15000	1001	TARGET CORPORATION CMN	Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-178	Spouse	—	Ritu Ahuja Declaration of Trust	15000	1001	MKS INSTRUMENTS INC CMN	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-177	Spouse	GPN	Ritu Ahuja Declaration of Trust	15000	1001	GLOBAL PAYMENTS INC. CMN	Stock	$1,001 - $15,000	2025-04-07	buy	25
house-8220906-ocr-176	Spouse	—	Ritu Ahuja Declaration of Trust	15000	1001	HOLOGIC INCORPORATED CMN	Stock	$1,001 - $15,000	2025-04-09	buy	23
house-8220906-ocr-175	Spouse	—	Ritu Ahuja Declaration of Trust	50000	15001	MKS INSTRUMENTS INC CMN	Stock	$15,001 - $50,000	2025-04-03	buy	27
house-8220906-ocr-174	Spouse	TGT	Ritu Ahuja Declaration of Trust	50000	15001	TARGET CORPORATION CMN	Stock	$15,001 - $50,000	2025-04-04	buy	26
house-8220906-ocr-173	Spouse	—	Ritu Ahuja Declaration of Trust	100000	50001	BANK OF MONTREAL LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2025-04-24	buy	12
house-8220906-ocr-172	Dependent	—	—	15000	1001	REALTY INCOME CORP 2.85% 12/15/2032 USD	Stock	$1,001 - $15,000	2025-04-10	sell	22
house-8220906-ocr-171	Dependent	—	—	15000	1001	FOX CORP 3.5% 04/08/2030 USD	Stock	$1,001 - $15,000	2025-04-10	sell	22
house-8220906-ocr-170	Dependent	CRL	—	15000	1001	Charles River Laboratories Int CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-17	Dependent	—	Partial Sale	15000	1001	BECTON, DICKINSON AND COMPANY CMN	Stock	$1,001 - $15,000	2025-04-21	sell	15
house-8220906-ocr-169	Dependent	ZBRA	—	15000	1001	Zebra Technologies Inc CMN Class A	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-168	Dependent	ROK	—	15000	1001	Rockwell Automation Inc CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-167	Dependent	MTB	—	15000	1001	M&T Bank Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-166	Dependent	RF	—	15000	1001	Regions Financial Corporation CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-165	Dependent	GWW	Partial Sale	15000	1001	W.W. Grainger Inc CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-164	Dependent	MET	Partial Sale	15000	1001	Metlife, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-163	Dependent	GPN	Partial Sale	15000	1001	Global Payments Inc. CMN	Common Stock	$1,001 - $15,000	2026-04-15	sell	241
house-8220906-ocr-162	Dependent	GEN	—	15000	1001	Gen Digital Inc CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-161	Dependent	WAB	—	15000	1001	Westinghouse Air Brake Technol CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-160	Dependent	BX	Partial Sale	15000	1001	Blackstone Group Inc/The CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-16	Dependent	SBAC	Partial Sale	50000	15001	SBA COMMUNICATIONS CORPORATION CMN	Stock	$15,001 - $50,000	2025-04-17	sell	17
house-8220906-ocr-159	Dependent	AMZN	Partial Sale	15000	1001	Amazon.com Inc CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-158	Dependent	WY	—	15000	1001	Weyerhaeuser Company CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-157	Dependent	JBHT	—	15000	1001	J B Hunt Trans Svcs Inc CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-156	Dependent	KEYS	Partial Sale	15000	1001	Keysight Technologies, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-155	Dependent	HSIC	—	15000	1001	Henry Schein Inc Common Stock	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-154	Dependent	—	—	15000	1001	Becton, Dickinson and Company CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-153	Dependent	HLT	—	15000	1001	HILTON WORLDWIDE HOLDINGS INC. CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-152	Dependent	AME	—	15000	1001	AMETEK INC (NEW) CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-151	Dependent	NSC	—	15000	1001	NORFOLK SOUTHERN CORP CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-150	Dependent	SHW	—	15000	1001	SHERWIN-WILLIAMS CO CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-15	Dependent	TGT	—	15000	1001	TARGET CORPORATION CMN	Stock	$1,001 - $15,000	2025-04-07	buy	25
house-8220906-ocr-149	Dependent	—	—	15000	1001	FOX CORPORATION 4.709% 01/25/2029 USD	Bond	$1,001 - $15,000	2025-04-10	sell	22
house-8220906-ocr-148	Dependent	SPGI	—	15000	1001	S&P GLOBAL INC. CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-147	Dependent	AMP	—	15000	1001	AMERIPRISE FINANCIAL, INC. CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-146	Dependent	RVTY	—	15000	1001	REVVITY INC CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-145	Dependent	ON	—	15000	1001	ON SEMICONDUCTOR CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-144	Dependent	—	—	15000	1001	N V R INC CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-143	Dependent	TFC	—	15000	1001	TRUIST FINANCIAL CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-142	Dependent	APO	—	15000	1001	APOLLO GLOBAL MANAGEMENT INC CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-141	Dependent	KKR	—	15000	1001	KKR & CO. INC. CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-140	Dependent	APD	—	15000	1001	AIR PRODUCTS & CHEMICALS INC CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-14	Dependent	COF	—	15000	1001	CAPITAL ONE FINANCIAL CORP CMN	Stock	$1,001 - $15,000	2025-04-07	buy	25
house-8220906-ocr-139	Dependent	XYL	—	15000	1001	XYLEM INC. CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-138	Dependent	REGN	—	15000	1001	REGENERON PHARMACEUTICAL INC CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-137	Dependent	—	—	15000	1001	MEDTRONIC PUBLIC LIMITED COMPANY CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-136	Dependent	FTNT	Exchange	15000	1001	FORTINET, INC. CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-135	Dependent	IQV	Partial Transaction	15000	1001	IQVIA HOLDINGS INC CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-134	Dependent	TGT	Partial Transaction	15000	1001	TARGET CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-133	Dependent	—	—	15000	1001	MORGAN STANLEY HYBRID 12/10/2026 USD	Bond/Note	$1,001 - $15,000	2025-04-10	sell	22
house-8220906-ocr-132	Dependent	EMR	—	15000	1001	EMERSON ELECTRIC CO. CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-131	Dependent	TJX	Partial Transaction; Exchange	15000	1001	TJX COMPANIES INC (NEW) CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-130	Dependent	CMCSA	Partial Transaction	15000	1001	COMCAST CORPORATION CMN CLASS A VOTING	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-13	Dependent	SBUX	—	15000	1001	STARBUCKS CORP. CMN	Stock	$1,001 - $15,000	2025-04-07	buy	25
house-8220906-ocr-129	Dependent	ODFL	—	15000	1001	OLD DOMINION FREIGHT LINE, INC CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-128	Dependent	ACN	—	15000	1001	ACCENTURE PLC CMN CLASS A	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-127	Dependent	UPS	Partial Transaction	15000	1001	UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-126	Dependent	PLD	—	15000	1001	PROLOGIS INC CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-125	Dependent	NOW	—	15000	1001	SERVICENOW INC CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-124	Dependent	KEY	—	15000	1001	KEYCORP CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-123	Dependent	ZTS	—	15000	1001	ZOETIS INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-122	Dependent	PG	Partial Transaction	15000	1001	THE PROCTER & GAMBLE COMPANY CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-121	Dependent	ITW	—	15000	1001	ILLINOIS TOOL WORKS CMN	Common Stock	$1,001 - $15,000	2025-04-15	sell	19
house-8220906-ocr-120	Dependent	—	—	50000	15001	MOODY'S CORPORATION CMN	Common Stock	$15,001 - $50,000	2025-04-15	sell	19
house-8220906-ocr-12	Dependent	CAT	—	15000	1001	CATERPILLAR INC (DELAWARE) CMN	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-119	Dependent	WFC	—	50000	15001	Wells Fargo & Company CMN	Common Stock	$15,001 - $50,000	2025-04-15	sell	19
house-8220906-ocr-118	Dependent	PFE	—	50000	15001	Pfizer Inc. CMN	Common Stock	$15,001 - $50,000	2025-04-15	sell	19
house-8220906-ocr-117	Dependent	UNP	—	50000	15001	Union Pacific Corp. CMN	Common Stock	$15,001 - $50,000	2025-04-15	sell	19
house-8220906-ocr-116	Dependent	DIS	—	50000	15001	Walt Disney Company (The) CMN	Common Stock	$15,001 - $50,000	2025-04-15	sell	19
house-8220906-ocr-115	Dependent	LRCX	—	50000	15001	Lam Research Corporation CMN	Common Stock	$15,001 - $50,000	2025-04-15	sell	19
house-8220906-ocr-114	Dependent	ADI	—	50000	15001	Analog Devices, Inc. CMN	Common Stock	$15,001 - $50,000	2025-04-15	sell	19
house-8220906-ocr-113	Dependent	CAT	—	50000	15001	Caterpillar Inc (Delaware) CMN	Common Stock	$15,001 - $50,000	2025-04-15	sell	19
house-8220906-ocr-112	Dependent	ADBE	—	50000	15001	Adobe Inc CMN	Common Stock	$15,001 - $50,000	2025-04-15	sell	19
house-8220906-ocr-111	Dependent	AAPL	—	50000	15001	Apple Inc. CMN	Common Stock	$15,001 - $50,000	2025-04-15	sell	19
house-8220906-ocr-110	Dependent	DOW	—	15000	1001	Dow Inc CMN	Common Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-11	Dependent	CRM	—	15000	1001	SALESFORCE INC CMN	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-109	Dependent	GEHC	—	15000	1001	GE Healthcare Technologies Inc CMN	Common Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-108	Dependent	FCX	—	15000	1001	Freeport-McMoran Inc CMN	Common Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-107	Dependent	STX	—	15000	1001	Seagate Technology Holdin PLC CMN	Common Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-106	Dependent	PPG	—	15000	1001	PPG Industries, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-105	Dependent	URI	—	15000	1001	United Rentals, Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-104	Dependent	PRU	—	15000	1001	Prudential Financial Inc CMN	Common Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-103	Dependent	DELL	—	15000	1001	Dell Technologies Inc. CMN	Common Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-102	Dependent	JPM	—	15000	1001	JPMorgan Chase & Co CMN	Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-101	Dependent	PCAR	—	15000	1001	Paccar Inc CMN	Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-100	Dependent	PYPL	—	15000	1001	PayPal Holdings, Inc. CMN	Stock	$1,001 - $15,000	2025-04-15	buy	19
house-8220906-ocr-10	Dependent	DIS	—	15000	1001	WALT DISNEY COMPANY (THE) CMN	Stock	$1,001 - $15,000	2025-04-04	buy	26
house-8220906-ocr-1	Dependent	—	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	250000	100001	BANK OF MONTREAL LINKED TO S&P 500 INDEX	Stock	$100,001 - $250,000	2025-04-24	buy	12

Original filing document