Rohit Khanna (House) disclosed 347 transactions

2025-09-09 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

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

2025-08-26 · sell	UDR Inc CMN — $1,001 - $15,000
2025-08-26 · sell	Meta Platforms Inc-Class A CMN Class A — $1,001 - $15,000
2025-08-26 · sell	Intl Flavors & Fragrance CMN — $1,001 - $15,000
2025-08-26 · sell	Eli Lilly & Co CMN — $1,001 - $15,000
2025-08-26 · sell	Mid-America Apt CMNTYS Inc CMN — $1,001 - $15,000
2025-08-26 · sell	Moderna, Inc. CMN — $1,001 - $15,000
2025-08-26 · sell	Ingersoll Rand Inc CMN — $1,001 - $15,000
2025-08-26 · buy	Berkshire Hathaway Inc. Class B — $15,001 - $50,000
2025-08-26 · buy	Unitedhealth Group Incorporate CMN — $15,001 - $50,000
2025-08-21 · buy	Toronto Dominion Bank Linked to S&P 500 Index — $15,001 - $50,000
2025-08-06 · buy	Zoetis Inc. CMN Class A — $1,001 - $15,000
2025-08-04 · buy	Clark Cnty Nev Hwy Impt Rev Rev 5% 07/01/31 JJ — $15,001 - $50,000
2025-08-26 · buy	Union Pacific Corp. CMN — $15,001 - $50,000
2025-08-26 · buy	Philip Morris Intl Inc CMN — $15,001 - $50,000
2025-08-26 · buy	Colgate-Palmolive Co CMN — $1,001 - $15,000
2025-08-26 · buy	Servicenow Inc CMN — $1,001 - $15,000
2025-08-26 · buy	Intl Business Machines Corp CMN — $1,001 - $15,000
2025-08-26 · buy	Regeneron Pharmaceutical Inc CMN — $1,001 - $15,000
2025-08-26 · buy	Chipotle Mexican Grill, Inc. CMN — $1,001 - $15,000
2025-08-26 · buy	Fiserv, Inc. CMN — $1,001 - $15,000
2025-08-26 · buy	Charter Communications, Inc. CMN — $1,001 - $15,000
2025-08-06 · buy	FedEx Corporation CMN — $1,001 - $15,000
2025-08-26 · buy	Lowes Companies Inc CMN — $1,001 - $15,000
2025-08-26 · buy	Avalonbay Communities Inc CMN — $1,001 - $15,000
2025-08-26 · buy	Fair Isaac Inc CMN — $1,001 - $15,000
2025-08-26 · buy	Block, Inc. CMN Class A — $1,001 - $15,000
2025-08-26 · buy	Blackstone Group Inc/The CMN — $1,001 - $15,000
2025-08-26 · buy	Workday, Inc. CMN Class A — $1,001 - $15,000
2025-08-26 · buy	Caesars Entertainment Inc CMN — $1,001 - $15,000
2025-08-26 · buy	COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A — $1,001 - $15,000
2025-08-26 · buy	EQUITY RESIDENTIAL CMN — $1,001 - $15,000
2025-08-26 · buy	ZOETIS INC. CMN CLASS A — $1,001 - $15,000
2025-08-05 · buy	Zoetis Inc. CMN Class A — $1,001 - $15,000
2025-08-26 · buy	PUBLIC STORAGE CMN — $1,001 - $15,000
2025-08-26 · buy	S&P GLOBAL INC. CMN — $1,001 - $15,000
2025-08-26 · buy	FORTINET, INC. CMN — $1,001 - $15,000
2025-08-26 · buy	HILTON WORLDWIDE HOLDINGS INC. CMN — $1,001 - $15,000
2025-08-26 · buy	ANALOG DEVICES, INC. CMN — $1,001 - $15,000
2025-08-26 · buy	AON PUBLIC LIMITED COMPANY CMN — $1,001 - $15,000
2025-08-26 · buy	ROSS STORES, INC CMN — $1,001 - $15,000
2025-08-26 · buy	SHERWIN-WILLIAMS CO CMN — $1,001 - $15,000
2025-08-26 · buy	NXP SEMICONDUCTORS N.V. CMN — $1,001 - $15,000
2025-08-26 · buy	CLOROX CO (THE) (DELAWARE) CMN — $1,001 - $15,000
2025-08-07 · buy	FedEx Corporation CMN — $1,001 - $15,000
2025-08-26 · buy	SIMON PROPERTY GROUP INC CMN — $1,001 - $15,000
2025-08-26 · buy	MGM RESORTS INTERNATIONAL CMN — $1,001 - $15,000
2025-08-26 · buy	CADENCE DESIGN SYSTEMS INC CMN — $1,001 - $15,000
2025-08-26 · buy	INTERNATIONAL PAPER CO. CMN — $1,001 - $15,000
2025-08-26 · buy	BIOGEN INC. CMN — $1,001 - $15,000
2025-08-26 · buy	STANLEY BLACK & DECKER, INC. CMN — $1,001 - $15,000
2025-08-26 · buy	DOW INC CMN — $1,001 - $15,000
2025-08-26 · buy	BROWN & BROWN, INC. CMN — $1,001 - $15,000
2025-08-26 · buy	MASCO CORPORATION CMN — $1,001 - $15,000
2025-08-26 · buy	LKQ CORPORATION CMN — $1,001 - $15,000
2025-08-06 · buy	Thermo Fisher Scientific Inc CMN — $1,001 - $15,000
2025-08-26 · buy	KIMCO REALTY OP, LLC CMN — $1,001 - $15,000
2025-08-26 · buy	BAXTER INTERNATIONAL INC. CMN — $1,001 - $15,000
2025-08-26 · buy	WEYERHAEUSER COMPANY CMN — $1,001 - $15,000
2025-08-26 · buy	CORPAY INC CMN — $1,001 - $15,000
2025-08-26 · buy	PALANTIR TECHNOLOGIES INC. CMN — $1,001 - $15,000
…	287 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	9115676
chamber	house
report url	https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/9115676.pdf
bioguide id	K000389
data source	HOUSE_CLERK_PTR
member last	Khanna
member name	Rohit Khanna
member first	Rohit
state district	CA17
disclosure date	2025-09-09
extraction method	vision_ocr

Each transaction (347)

id	owner	ticker	comment	amount max	amount min	asset name	asset type	amount range	transaction date	transaction type	reporting lag days
house-9115676-ocr-99	Dependent	UDR	—	15000	1001	UDR Inc CMN	Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-98	Dependent	META	exchange marked also	15000	1001	Meta Platforms Inc-Class A CMN Class A	Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-97	Dependent	IFF	—	15000	1001	Intl Flavors & Fragrance CMN	Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-96	Dependent	LLY	exchange marked also	15000	1001	Eli Lilly & Co CMN	Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-95	Dependent	—	—	15000	1001	Mid-America Apt CMNTYS Inc CMN	Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-94	Dependent	MRNA	—	15000	1001	Moderna, Inc. CMN	Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-93	Dependent	IR	—	15000	1001	Ingersoll Rand Inc CMN	Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-92	Dependent	BRK-B	—	50000	15001	Berkshire Hathaway Inc. Class B	Stock	$15,001 - $50,000	2025-08-26	buy	10
house-9115676-ocr-91	Dependent	—	—	50000	15001	Unitedhealth Group Incorporate CMN	Stock	$15,001 - $50,000	2025-08-26	buy	10
house-9115676-ocr-90	Dependent	—	—	50000	15001	Toronto Dominion Bank Linked to S&P 500 Index	Stock	$15,001 - $50,000	2025-08-21	buy	13
house-9115676-ocr-9	Dependent	ZTS	—	15000	1001	Zoetis Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-08-06	buy	24
house-9115676-ocr-89	Dependent	—	—	50000	15001	Clark Cnty Nev Hwy Impt Rev Rev 5% 07/01/31 JJ	Municipal Bond	$15,001 - $50,000	2025-08-04	buy	26
house-9115676-ocr-88	Dependent	UNP	—	50000	15001	Union Pacific Corp. CMN	Stock	$15,001 - $50,000	2025-08-26	buy	10
house-9115676-ocr-87	Dependent	PM	—	50000	15001	Philip Morris Intl Inc CMN	Stock	$15,001 - $50,000	2025-08-26	buy	10
house-9115676-ocr-86	Dependent	CL	—	15000	1001	Colgate-Palmolive Co CMN	Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-85	Dependent	NOW	—	15000	1001	Servicenow Inc CMN	Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-84	Dependent	IBM	—	15000	1001	Intl Business Machines Corp CMN	Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-83	Dependent	REGN	—	15000	1001	Regeneron Pharmaceutical Inc CMN	Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-82	Dependent	CMG	—	15000	1001	Chipotle Mexican Grill, Inc. CMN	Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-81	Dependent	FISV	—	15000	1001	Fiserv, Inc. CMN	Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-80	Dependent	CHTR	—	15000	1001	Charter Communications, Inc. CMN	Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-8	Dependent	FDX	—	15000	1001	FedEx Corporation CMN	Common Stock	$1,001 - $15,000	2025-08-06	buy	24
house-9115676-ocr-79	Dependent	LOW	—	15000	1001	Lowes Companies Inc CMN	Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-78	Dependent	AVB	—	15000	1001	Avalonbay Communities Inc CMN	Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-77	Dependent	FICO	—	15000	1001	Fair Isaac Inc CMN	Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-76	Dependent	XYZ	—	15000	1001	Block, Inc. CMN Class A	Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-75	Self	BX	—	15000	1001	Blackstone Group Inc/The CMN	Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-74	Dependent	WDAY	2020 Trust FBO Khanna Children	15000	1001	Workday, Inc. CMN Class A	Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-73	Dependent	CZR	2020 Trust FBO Khanna Children	15000	1001	Caesars Entertainment Inc CMN	Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-72	Dependent	CTSH	2020 Trust FBO Khansa Children	15000	1001	COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-71	Dependent	EQR	2020 Trust FBO Khansa Children	15000	1001	EQUITY RESIDENTIAL CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-70	Dependent	ZTS	2020 Trust FBO Khansa Children	15000	1001	ZOETIS INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-7	Dependent	ZTS	—	15000	1001	Zoetis Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-08-05	buy	25
house-9115676-ocr-69	Dependent	PSA	2020 Trust FBO Khansa Children	15000	1001	PUBLIC STORAGE CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-68	Dependent	SPGI	2020 Trust FBO Khansa Children	15000	1001	S&P GLOBAL INC. CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-67	Dependent	FTNT	2020 Trust FBO Khansa Children	15000	1001	FORTINET, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-66	Dependent	HLT	2020 Trust FBO Khansa Children	15000	1001	HILTON WORLDWIDE HOLDINGS INC. CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-65	Dependent	ADI	2020 Trust FBO Khansa Children	15000	1001	ANALOG DEVICES, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-64	Dependent	—	2020 Trust FBO Khansa Children	15000	1001	AON PUBLIC LIMITED COMPANY CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-63	Dependent	ROST	2020 Trust FBO Khansa Children	15000	1001	ROSS STORES, INC CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-62	Dependent	SHW	2020 Trust FBO Khansa Children	15000	1001	SHERWIN-WILLIAMS CO CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-61	Dependent	NXPI	2020 Trust FBO Khansa Children	15000	1001	NXP SEMICONDUCTORS N.V. CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-60	Dependent	CLX	2020 Trust FBO Khansa Children	15000	1001	CLOROX CO (THE) (DELAWARE) CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-6	Dependent	FDX	—	15000	1001	FedEx Corporation CMN	Common Stock	$1,001 - $15,000	2025-08-07	buy	23
house-9115676-ocr-59	Dependent	SPG	2020 Trust FBO Khansa Children	15000	1001	SIMON PROPERTY GROUP INC CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-58	Dependent	MGM	2020 Trust FBO Khansa Children	15000	1001	MGM RESORTS INTERNATIONAL CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-57	Dependent	CDNS	2020 Trust FBO Khansa Children	15000	1001	CADENCE DESIGN SYSTEMS INC CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-56	Dependent	IP	2020 Trust FBO Khansa Children	15000	1001	INTERNATIONAL PAPER CO. CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-55	Dependent	BIIB	2020 Trust FBO Khansa Children	15000	1001	BIOGEN INC. CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-54	Dependent	SWK	2020 Trust FBO Khansa Children	15000	1001	STANLEY BLACK & DECKER, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-53	Dependent	DOW	2020 Trust FBO Khansa Children	15000	1001	DOW INC CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-52	Dependent	BRO	2020 Trust FBO Khansa Children	15000	1001	BROWN & BROWN, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-51	Dependent	MAS	2020 Trust FBO Khansa Children	15000	1001	MASCO CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-50	Dependent	LKQ	2020 Trust FBO Khansa Children	15000	1001	LKQ CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-5	Dependent	TMO	—	15000	1001	Thermo Fisher Scientific Inc CMN	Common Stock	$1,001 - $15,000	2025-08-06	buy	24
house-9115676-ocr-49	Dependent	—	2020 Trust FBO Khansa Children	15000	1001	KIMCO REALTY OP, LLC CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-48	Dependent	BAX	2020 Trust FBO Khansa Children	15000	1001	BAXTER INTERNATIONAL INC. CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-47	Dependent	WY	2020 Trust FBO Khansa Children	15000	1001	WEYERHAEUSER COMPANY CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-46	Dependent	CPAY	2020 Trust FBO Khansa Children	15000	1001	CORPAY INC CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-45	Dependent	PLTR	2020 Trust FBO Khansa Children	15000	1001	PALANTIR TECHNOLOGIES INC. CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-44	Dependent	EXPE	2020 Trust FBO Khansa Children	15000	1001	EXPEDIA GROUP INC CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-43	Dependent	ELV	2020 Trust FBO Khansa Children	15000	1001	ELEVANCE HEALTH INC CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-42	Dependent	ABNB	2020 Trust FBO Khansa Children	15000	1001	AIRBNB, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-41	Dependent	IT	2020 Trust FBO Khansa Children	15000	1001	GARTNER, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-40	Dependent	PLD	2020 Trust FBO Khansa Children	15000	1001	PROLOGIS INC CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-4	Dependent	AMT	—	15000	1001	American Tower Corporation CMN	Common Stock	$1,001 - $15,000	2025-08-01	buy	27
house-9115676-ocr-39	Dependent	ELAN	Abdo Grandchildren's Education Trust	15000	1001	Elanco Animal Health Incorpora CMN	Stock	$1,001 - $15,000	2025-08-27	sell	9
house-9115676-ocr-38	Dependent	GOOGL	Abdo Grandchildren's Education Trust	15000	1001	Alphabet Inc. CMN Class C	Stock	$1,001 - $15,000	2025-08-20	sell	14
house-9115676-ocr-37	Dependent	TGT	Abdo Grandchildren's Education Trust	15000	1001	Target Corporation CMN	Stock	$1,001 - $15,000	2025-08-05	sell	25
house-9115676-ocr-36	Dependent	BAC	Abdo Grandchildren's Education Trust	15000	1001	Bank of America Corp CMN	Stock	$1,001 - $15,000	2025-08-19	sell	15
house-9115676-ocr-35	Dependent	SYY	Abdo Grandchildren's Education Trust	15000	1001	Sysco Corporation CMN	Stock	$1,001 - $15,000	2025-08-13	sell	19
house-9115676-ocr-347	Dependent	ACN	—	15000	1001	Accenture PLC CMN Class A	Common Stock	$1,001 - $15,000	2025-08-19	sell	15
house-9115676-ocr-346	Dependent	SNPS	Partial Sale	15000	1001	Synopsys, Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-19	sell	15
house-9115676-ocr-345	Dependent	ADBE	—	15000	1001	Adobe Inc CMN	Common Stock	$1,001 - $15,000	2025-08-19	sell	15
house-9115676-ocr-344	Dependent	AMAT	—	15000	1001	Applied Materials Inc CMN	Common Stock	$1,001 - $15,000	2025-08-19	sell	15
house-9115676-ocr-343	Dependent	MDB	—	15000	1001	MongoDB, Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-19	sell	15
house-9115676-ocr-342	Dependent	CRWD	Partial Sale	15000	1001	Crowdstrike Holdings, Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-19	sell	15
house-9115676-ocr-341	Dependent	—	—	50000	15001	Cuyahoga Cnty Ohio Economic Rev 5% 12/01/25 JD	Municipal Bond	$15,001 - $50,000	2025-08-15	buy	17
house-9115676-ocr-340	Dependent	—	—	50000	15001	Corpus Christi Tex Util Sys Rev 5% 07/15/40-CA JJ	Municipal Bond	$15,001 - $50,000	2025-08-04	buy	26
house-9115676-ocr-34	Dependent	PINS	Abdo Grandchildren's Education Trust	15000	1001	Pinterest Inc CMN Class A	Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-339	Dependent	—	—	50000	15001	Columbus Ohio GO 5% 07/01/26 JJ	Municipal Bond	$15,001 - $50,000	2025-08-15	buy	17
house-9115676-ocr-338	Dependent	—	—	50000	15001	Taiwan Semiconductor Mfg ADS Ltd ADS 1ADS Equals 5ORDS	ADS	$15,001 - $50,000	2025-08-19	buy	15
house-9115676-ocr-337	Dependent	—	—	15000	1001	Cuyahoga Ohio Cmnty College GO 5.0000% 12/01/25 JD	Municipal Bond	$1,001 - $15,000	2025-08-06	buy	24
house-9115676-ocr-336	Dependent	—	—	15000	1001	Elyria Ohio DB 4% 12/01/25 JD	Municipal Bond	$1,001 - $15,000	2025-08-19	buy	15
house-9115676-ocr-335	Dependent	VRNS	—	15000	1001	Varonis Systems, Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-19	buy	15
house-9115676-ocr-334	Dependent	ANET	—	15000	1001	Arista Networks, Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-19	buy	15
house-9115676-ocr-333	Dependent	CRWV	—	15000	1001	Coreweave, Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-08-19	buy	15
house-9115676-ocr-332	Dependent	—	—	15000	1001	Sidney Ohio City Sch Dist GO 4% 12/01/25 JD	Municipal Bond	$1,001 - $15,000	2025-08-18	buy	16
house-9115676-ocr-331	Dependent	—	—	15000	1001	Wayne Ohio Loc Sch Dist Warren GO 5% 12/01/25 JD	Municipal Bond	$1,001 - $15,000	2025-08-06	buy	24
house-9115676-ocr-330	Dependent	—	—	15000	1001	Butler Cnty Ohio Transn Impt Rev 4% 12/01/25 JD	Municipal Bond	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-33	Dependent	—	Abdo Grandchildren's Education Trust	50000	15001	JPMorgan Chase & Co. Linked to S&P 500 Index	Stock	$15,001 - $50,000	2025-08-21	sell	13
house-9115676-ocr-329	Dependent	AMZN	M & R Trust Partnership	15000	1001	Amazon.com Inc CMN	Common Stock	$1,001 - $15,000	2025-08-19	buy	15
house-9115676-ocr-328	Spouse	TGT	—	15000	1001	Target Corporation CMN	Common Stock	$1,001 - $15,000	2025-08-05	sell	25
house-9115676-ocr-327	Spouse	BAC	—	15000	1001	Bank of America Corp CMN	Common Stock	$1,001 - $15,000	2025-08-13	sell	19
house-9115676-ocr-326	Spouse	SSNC	—	15000	1001	SS&C Technologies Holdings, In CMN	Common Stock	$1,001 - $15,000	2025-08-18	sell	16
house-9115676-ocr-325	Spouse	BLDR	—	15000	1001	Builders Firstsource, Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-13	sell	19
house-9115676-ocr-324	Spouse	CAT	—	15000	1001	Caterpillar Inc (Delaware) CMN	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-323	Spouse	—	—	100000	50001	Dublin Ohio DB 5% 12/01/32 JD	Municipal Bond	$50,001 - $100,000	2025-08-06	buy	24
house-9115676-ocr-322	Spouse	ZTS	—	15000	1001	Zoetis Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-08-05	buy	25
house-9115676-ocr-321	Spouse	FDX	—	15000	1001	Fedex Corporation CMN	Common Stock	$1,001 - $15,000	2025-08-05	buy	25
house-9115676-ocr-320	Spouse	ZTS	—	15000	1001	Zoetis Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-08-06	buy	24
house-9115676-ocr-32	Dependent	TFC	Abdo Grandchildren's Education Trust	15000	1001	Truist Financial Corporation CMN	Stock	$1,001 - $15,000	2025-08-08	buy	22
house-9115676-ocr-319	Spouse	FDX	—	15000	1001	Fedex Corporation CMN	Common Stock	$1,001 - $15,000	2025-08-07	buy	23
house-9115676-ocr-318	Spouse	TMO	—	15000	1001	Thermo Fisher Scientific Inc CMN	Common Stock	$1,001 - $15,000	2025-08-06	buy	24
house-9115676-ocr-317	Spouse	BRK-B	—	15000	1001	Berkshire Hathaway Inc. Class B	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-316	Spouse	EXR	—	15000	1001	Extra Space Storage Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-14	buy	18
house-9115676-ocr-315	Spouse	ZTS	—	15000	1001	Zoetis Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-08-21	buy	13
house-9115676-ocr-314	Spouse	PM	—	50000	15001	Philip Morris Intl Inc CMN	Common Stock	$15,001 - $50,000	2025-08-04	sell	26
house-9115676-ocr-313	Spouse	ISRG	—	50000	15001	Intuitive Surgical, Inc. CMN	Common Stock	$15,001 - $50,000	2025-08-04	sell	26
house-9115676-ocr-312	Spouse	CL	—	50000	15001	Colgate-Palmolive Co CMN	Common Stock	$15,001 - $50,000	2025-08-04	buy	26
house-9115676-ocr-311	Spouse	UPS	—	50000	15001	United Parcel Service, Inc. Class B Common Stock	Common Stock	$15,001 - $50,000	2025-08-04	buy	26
house-9115676-ocr-310	Spouse	AJG	—	50000	15001	Arthur J Gallagher & Co CMN	Common Stock	$15,001 - $50,000	2025-08-04	buy	26
house-9115676-ocr-31	Dependent	—	Abdo Grandchildren's Education Trust	15000	1001	Deckers Outdoors Corp CMN	Stock	$1,001 - $15,000	2025-08-27	buy	9
house-9115676-ocr-309	Spouse	UNH	—	50000	15001	UnitedHealth Group Incorporated CMN	Common Stock	$15,001 - $50,000	2025-08-04	buy	26
house-9115676-ocr-308	Spouse	—	—	15000	1001	Marsh & McLennan Co Inc CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-307	Spouse	ELV	—	15000	1001	Elevance Health Inc CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-306	Spouse	CB	—	15000	1001	Chubb Limited CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-305	Spouse	CI	—	15000	1001	Cigna Group/The CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-304	Spouse	ZTS	—	15000	1001	Zoetis Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-303	Spouse	TSLA	—	15000	1001	Tesla, Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-302	Spouse	PG	—	15000	1001	The Procter & Gamble Company CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-301	Spouse	BMY	—	15000	1001	Bristol-Myers Squibb Company CMN	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-300	Spouse	PLD	—	15000	1001	Prologis Inc CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-30	Dependent	PINS	Abdo Grandchildren's Education Trust	15000	1001	Pinterest Inc CMN Class A	Stock	$1,001 - $15,000	2025-08-12	buy	20
house-9115676-ocr-3	Dependent	ZTS	—	15000	1001	Zoetis Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-08-21	buy	13
house-9115676-ocr-299	Spouse	SHW	—	15000	1001	Sherwin-Williams Co CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-298	Spouse	DIS	—	15000	1001	Walt Disney Company (The) CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-297	Spouse	DHR	—	15000	1001	Danaher Corporation CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-296	Spouse	PSA	—	15000	1001	Public Storage CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-295	Spouse	NOW	—	15000	1001	ServiceNow Inc CMN	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-294	Spouse	EQR	—	15000	1001	Equity Residential CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-293	Spouse	RVTY	—	15000	1001	Revvity Inc CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-292	Spouse	SPG	—	15000	1001	Simon Property Group Inc CMN	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-291	Spouse	CRM	—	15000	1001	Salesforce Inc CMN	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-290	Spouse	EXR	—	15000	1001	Extra Space Storage Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-29	Dependent	ZTS	Abdo Grandchildren's Education Trust	15000	1001	Zoetis Inc. CMN Class A	Stock	$1,001 - $15,000	2025-08-06	buy	24
house-9115676-ocr-289	Spouse	EQIX	—	15000	1001	Equinix, Inc. REIT	REIT	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-288	Spouse	SYK	—	15000	1001	Stryker Corporation CMN	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-287	Spouse	—	—	15000	1001	Aon Public Limited Company CMN	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-286	Spouse	FISV	—	15000	1001	Fiserv, Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-285	Spouse	CARR	—	15000	1001	Carrier Global Corporation CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-284	Spouse	CPT	—	15000	1001	Camden Property Trust CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-283	Spouse	BXP	—	15000	1001	BXP Inc Common Stock	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-282	Spouse	PANW	—	15000	1001	Palo Alto Networks Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-281	Spouse	CMG	—	15000	1001	Chipotle Mexican Grill, Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-280	Spouse	WDAY	—	15000	1001	Workday, Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-28	Dependent	FDX	Abdo Grandchildren's Education Trust	15000	1001	FedEx Corporation CMN	Stock	$1,001 - $15,000	2025-08-07	buy	23
house-9115676-ocr-279	Spouse	ADBE	—	15000	1001	Adobe Inc CMN	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-278	Spouse	—	—	15000	1001	Cincinnati Financial CRP CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-277	Spouse	CTSH	—	15000	1001	Cognizant Technology Solutions Corp Class A	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-276	Spouse	GPN	—	15000	1001	Global Payments Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-275	Spouse	—	—	15000	1001	Dayforce Inc CMN	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-274	Spouse	FRT	—	15000	1001	Federal Realty Investment Trust CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-273	Spouse	TXN	—	15000	1001	Texas Instruments Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-272	Spouse	AKAM	—	15000	1001	Akamai Technologies, Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-271	Spouse	MET	—	15000	1001	Metlife, Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-270	Spouse	ABT	—	15000	1001	Abbott Laboratories CMN	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-27	Dependent	AXTA	Abdo Grandchildren's Education Trust	15000	1001	Axalta Coating Systems Ltd. CMN	Stock	$1,001 - $15,000	2025-08-22	buy	12
house-9115676-ocr-269	Spouse	ABNB	—	15000	1001	Airbnb, Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-268	Spouse	ACN	—	15000	1001	Accenture PLC CMN Class A	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-267	Spouse	MAR	—	15000	1001	Marriott International, Inc CMN Class A	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-266	Spouse	—	—	15000	1001	Universal Health SVC CL B CMN Class B	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-265	Spouse	EMN	—	15000	1001	Eastman Chemical Company CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-264	Spouse	STLD	—	15000	1001	Steel Dynamics, Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-263	Spouse	EFX	—	15000	1001	Equifax Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-262	Spouse	IEX	—	15000	1001	IDEX Corporation Common Stock	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-261	Spouse	BRO	—	15000	1001	Brown & Brown, Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-260	Spouse	DXCM	—	15000	1001	DEXCOM, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-26	Dependent	PINS	Abdo Grandchildren's Education Trust	15000	1001	Pinterest Inc CMN Class A	Stock	$1,001 - $15,000	2025-08-08	buy	22
house-9115676-ocr-259	Spouse	CZR	—	15000	1001	CAESARS ENTERTAINMENT INC CMN	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-258	Spouse	ALGN	—	15000	1001	ALIGN TECHNOLOGY, INC CMN	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-257	Spouse	LYB	—	15000	1001	LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-256	Spouse	XSP	—	15000	1001	PUT/XSP @ 605 EXP 10/31/2025	Option	$1,001 - $15,000	2025-08-11	sell	21
house-9115676-ocr-255	Spouse	XSP	—	15000	1001	PUT/XSP @ 585 EXP 10/17/2025	Option	$1,001 - $15,000	2025-08-05	sell	25
house-9115676-ocr-254	Spouse	XSP	—	15000	1001	PUT/XSP @ 625 EXP 10/03/2025	Option	$1,001 - $15,000	2025-08-25	sell	11
house-9115676-ocr-253	Spouse	XSP	—	15000	1001	PUT/XSP @ 620 EXP 09/26/2025	Option	$1,001 - $15,000	2025-08-18	sell	16
house-9115676-ocr-252	Spouse	—	—	15000	1001	CALL/UBS FLEX EURO PM @ 35 EXP 08/08/2025	Option	$1,001 - $15,000	2025-08-08	buy	22
house-9115676-ocr-251	Spouse	—	—	15000	1001	CALL/ING FLEX EURO PM @ 23 EXP 08/08/2025	Option	$1,001 - $15,000	2025-08-08	buy	22
house-9115676-ocr-250	Spouse	—	—	15000	1001	CALL/CRH FLEX EURO PM @ 101 EXP 08/08/2025	Option	$1,001 - $15,000	2025-08-08	buy	22
house-9115676-ocr-25	Dependent	FDX	Abdo Grandchildren's Education Trust	15000	1001	FedEx Corporation CMN	Stock	$1,001 - $15,000	2025-08-05	buy	25
house-9115676-ocr-249	Spouse	PEP	—	50000	15001	PEPSICO, INC. CMN	Common Stock	$15,001 - $50,000	2025-08-04	buy	26
house-9115676-ocr-248	Spouse	SPGI	—	50000	15001	S&P GLOBAL INC. CMN	Common Stock	$15,001 - $50,000	2025-08-04	buy	26
house-9115676-ocr-247	Spouse	PGR	—	50000	15001	THE PROGRESSIVE CORPORATION CMN	Common Stock	$15,001 - $50,000	2025-08-04	buy	26
house-9115676-ocr-246	Spouse	UDR	—	50000	15001	UDR INC CMN	Common Stock	$15,001 - $50,000	2025-08-04	buy	26
house-9115676-ocr-245	Spouse	TMO	—	50000	15001	THERMO FISHER SCIENTIFIC INC CMN	Common Stock	$15,001 - $50,000	2025-08-04	buy	26
house-9115676-ocr-244	Spouse	MSFT	—	50000	15001	MICROSOFT CORPORATION CMN	Common Stock	$15,001 - $50,000	2025-08-04	buy	26
house-9115676-ocr-243	Spouse	LOW	—	15000	1001	LOWES COMPANIES INC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-242	Spouse	—	—	15000	1001	MID-AMERICA APT CMNTYS INC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-241	Spouse	HUM	—	15000	1001	HUMANA INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-240	Spouse	ACGL	—	15000	1001	ARCH CAPITAL GROUP LTD. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-24	Dependent	ZTS	Abdo Grandchildren's Education Trust	15000	1001	Zoetis Inc. CMN Class A	Stock	$1,001 - $15,000	2025-08-05	buy	25
house-9115676-ocr-239	Spouse	CVS	—	15000	1001	CVS HEALTH CORP CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-238	Spouse	AVB	—	15000	1001	AVALONBAY COMMUNITIES INC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-237	Spouse	STZ	—	15000	1001	CONSTELLATION BRANDS INC CMN CLASS A	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-236	Spouse	KMB	—	15000	1001	KIMBERLY-CLARK CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-235	Spouse	—	—	15000	1001	MEDTRONIC PUBLIC LIMITED COMPA CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-234	Spouse	AFL	—	15000	1001	AFLAC INCORPORATED CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-233	Spouse	AMCR	—	15000	1001	AMCOR PLC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-232	Spouse	CNC	—	15000	1001	CENTENE CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-231	Spouse	ODFL	—	15000	1001	OLD DOMINION FREIGHT LINE, INC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-230	Spouse	REGN	—	15000	1001	REGENERON PHARMACEUTICAL INC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-23	Dependent	TGT	—	15000	1001	Target Corporation CMN	Common Stock	$1,001 - $15,000	2025-08-05	sell	25
house-9115676-ocr-229	Spouse	—	—	15000	1001	HEALTHPEAK OP, LLC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-228	Spouse	MRK	—	15000	1001	MERCK & CO., INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-227	Spouse	ZBH	—	15000	1001	ZIMMER BIOMET HOLDINGS INC	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-226	Spouse	KO	—	15000	1001	COCA-COLA COMPANY (THE) CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-225	Spouse	GOOGL	—	15000	1001	ALPHABET INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-224	Spouse	—	—	15000	1001	BECTON, DICKINSON AND COMPANY CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-223	Spouse	CHTR	—	15000	1001	CHARTER COMMUNICATIONS, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-222	Spouse	HLT	—	15000	1001	HILTON WORLDWIDE HOLDINGS INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-221	Spouse	ESS	—	15000	1001	ESSEX PROPERTY TRUST INC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-220	Spouse	LIN	—	15000	1001	LINDE PLC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-22	Dependent	PG	—	15000	1001	The Procter & Gamble Company CMN	Common Stock	$1,001 - $15,000	2025-08-01	sell	27
house-9115676-ocr-219	Spouse	AAPL	—	15000	1001	APPLE INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-218	Spouse	PFE	—	15000	1001	PFIZER INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-217	Spouse	IDXX	—	15000	1001	IDEXX LABORATORIES CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-216	Spouse	GRMN	—	15000	1001	GARMIN LTD CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-215	Spouse	UNP	—	15000	1001	UNION PACIFIC CORP. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-214	Spouse	EG	—	15000	1001	EVEREST GROUP LTD CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-213	Spouse	CPAY	—	15000	1001	CORPAY INC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-212	Spouse	VZ	—	15000	1001	VERIZON COMMUNICATIONS INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-211	Spouse	MOH	—	15000	1001	MOLINA HEALTHCARE, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-210	Spouse	—	—	15000	1001	ROYAL CARIBBEAN GROUP ISIN: LR0008862868	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-21	Dependent	SSNC	—	15000	1001	SS&C Technologies Holdings, In CMN	Common Stock	$1,001 - $15,000	2025-08-18	sell	16
house-9115676-ocr-209	Spouse	TTD	—	15000	1001	TRADE DESK, INC. (THE) CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-208	Spouse	CLX	—	15000	1001	CLOROX CO (THE) (DELAWARE) CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-207	Spouse	CBRE	—	15000	1001	CBRE GROUP, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-206	Spouse	POOL	—	15000	1001	POOL CORP CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-205	Spouse	VTR	—	15000	1001	VENTAS, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-204	Spouse	EPAM	—	15000	1001	EPAM SYSTEMS, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-203	Spouse	—	—	15000	1001	D.R. HORTON, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-202	Spouse	XYZ	—	15000	1001	BLOCK, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-201	Spouse	KVUE	—	15000	1001	KENVUE INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-200	Spouse	ALL	—	15000	1001	ALLSTATE CORPORATION COMMON STOCK	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-20	Dependent	ABT	—	15000	1001	Abbott Laboratories CMN	Common Stock	$1,001 - $15,000	2025-08-06	sell	24
house-9115676-ocr-2	Dependent	BRK-B	—	15000	1001	Berkshire Hathaway Inc. Class B	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-199	Spouse	IP	—	15000	1001	INTERNATIONAL PAPER CO. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-198	Spouse	TGT	—	15000	1001	TARGET CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-197	Spouse	TYL	—	15000	1001	TYLER TECHNOLOGIES, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-196	Spouse	ANET	—	15000	1001	ARISTA NETWORKS, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-195	Spouse	BBY	—	15000	1001	BEST BUY CO INC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-194	Spouse	MHK	—	15000	1001	MOHAWK INDUSTRIES INC COMMON STOCK	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-193	Spouse	CPRT	—	15000	1001	COPART, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-192	Spouse	AVGO	—	15000	1001	BROADCOM INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-191	Spouse	QCOM	—	15000	1001	QUALCOMM INC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-190	Spouse	—	—	15000	1001	KIMCO REALTY OP, LLC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-19	Dependent	GM	—	15000	1001	General Motors Company CMN	Common Stock	$1,001 - $15,000	2025-08-06	sell	24
house-9115676-ocr-189	Spouse	GIS	—	15000	1001	GENERAL MILLS INC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-188	Spouse	LULU	—	15000	1001	LULULEMON ATHLETICA INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-187	Spouse	BAX	—	15000	1001	BAXTER INTERNATIONAL INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-186	Spouse	CPB	—	15000	1001	THE CAMPBELL'S COMPANY CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-185	Spouse	CHRW	—	15000	1001	C.H. ROBINSON WORLDWIDE, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-184	Spouse	PODD	—	15000	1001	INSULET CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-183	Spouse	INVH	—	15000	1001	INVITATION HOMES INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-182	Spouse	COO	—	15000	1001	COOPER COS INC/THE CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-181	Spouse	APD	—	15000	1001	AIR PRODUCTS & CHEMICALS INC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-180	Spouse	JBHT	—	15000	1001	J B HUNT TRANS SVCS INC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-18	Dependent	NDAQ	—	15000	1001	Nasdaq Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-06	sell	24
house-9115676-ocr-179	Spouse	APO	—	15000	1001	APOLLO GLOBAL MANAGEMENT INC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-178	Spouse	MS	—	15000	1001	MORGAN STANLEY CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-177	Spouse	AIZ	—	15000	1001	ASSURANT, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-176	Spouse	DD	—	15000	1001	DUPONT DE NEMOURS INC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-175	Spouse	KHC	—	15000	1001	THE KRAFT HEINZ CO CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-174	Spouse	IFF	—	15000	1001	INTL FLAVORS & FRAGRANCE CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-173	Spouse	MAS	—	15000	1001	MASCO CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-172	Spouse	KMX	—	15000	1001	CARMAX, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-171	Spouse	DDOG	—	15000	1001	DATADOG, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-170	Spouse	AMZN	—	15000	1001	AMAZON.COM INC CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-17	Dependent	MLM	—	15000	1001	Martin Marietta Materials, Inc CMN	Common Stock	$1,001 - $15,000	2025-08-06	sell	24
house-9115676-ocr-169	Spouse	CHD	—	15000	1001	CHURCH & DWIGHT CO., INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-168	Spouse	SBUX	—	15000	1001	STARBUCKS CORP. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-167	Spouse	WELL	—	15000	1001	WELLTOWER, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-166	Spouse	MO	—	15000	1001	ALTRIA GROUP, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-165	Spouse	WY	—	15000	1001	WEYERHAEUSER COMPANY CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-164	Spouse	—	—	15000	1001	VERTEX PHARMACEUTICALS INCORPO CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-163	Spouse	CRWD	—	15000	1001	CROWDSTRIKE HOLDINGS, INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-162	Spouse	MA	—	15000	1001	MASTERCARD INCORPORATED CMN CLASS A	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-161	Spouse	JNJ	—	15000	1001	JOHNSON & JOHNSON CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-160	Spouse	BRK-B	—	15000	1001	BERKSHIRE HATHAWAY INC. CLASS B	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-16	Dependent	BLDR	—	15000	1001	Builders Firstsource, Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-13	sell	19
house-9115676-ocr-159	Spouse	ABBV	Riley Almajo 1994 Trust	15000	1001	ABBVIE INC. CMN	Common Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-158	Spouse	GOOGL	Partial	50000	15001	ALPHABET INC. CMN CLASS C	Stock	$15,001 - $50,000	2025-08-20	sell	14
house-9115676-ocr-157	Spouse	ELAN	Partial	15000	1001	ELANCO ANIMAL HEALTH INCORPORA CMN	Stock	$1,001 - $15,000	2025-08-27	sell	9
house-9115676-ocr-156	Spouse	PINS	Partial	15000	1001	PINTEREST INC CMN CLASS A	Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-155	Spouse	ST	—	15000	1001	SENSATA TECHNOLOGIES HOLDING P CMN	Stock	$1,001 - $15,000	2025-08-05	sell	25
house-9115676-ocr-154	Spouse	PINS	Partial	15000	1001	PINTEREST INC CMN CLASS A	Stock	$1,001 - $15,000	2025-08-07	sell	23
house-9115676-ocr-153	Spouse	BAX	Partial	15000	1001	BAXTER INTERNATIONAL INC. CMN	Stock	$1,001 - $15,000	2025-08-12	sell	20
house-9115676-ocr-152	Spouse	ST	Partial	15000	1001	SENSATA TECHNOLOGIES HOLDING P CMN	Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-151	Spouse	ST	Partial	15000	1001	SENSATA TECHNOLOGIES HOLDING P CMN	Stock	$1,001 - $15,000	2025-08-01	sell	27
house-9115676-ocr-150	Spouse	—	—	100000	50001	CANADIAN IMPERIAL BANK OF COMM LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2025-08-07	buy	23
house-9115676-ocr-15	Dependent	SYY	—	15000	1001	Sysco Corporation CMN	Common Stock	$1,001 - $15,000	2025-08-06	sell	24
house-9115676-ocr-149	Spouse	—	—	100000	50001	BNP PARIBAS LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2025-08-21	buy	13
house-9115676-ocr-148	Spouse	—	—	50000	15001	TORONTO DOMINION BANK LINKED TO S&P 500 INDEX	Stock	$15,001 - $50,000	2025-08-21	buy	13
house-9115676-ocr-147	Spouse	—	—	15000	1001	DECKERS OUTDOORS CORP CMN	Stock	$1,001 - $15,000	2025-08-27	buy	9
house-9115676-ocr-146	Spouse	TFC	—	15000	1001	TRUIST FINANCIAL CORPORATION CMN	Stock	$1,001 - $15,000	2025-08-12	buy	20
house-9115676-ocr-145	Spouse	TFC	—	15000	1001	TRUIST FINANCIAL CORPORATION CMN	Stock	$1,001 - $15,000	2025-08-08	buy	22
house-9115676-ocr-144	Spouse	PINS	—	15000	1001	PINTEREST INC CMN CLASS A	Stock	$1,001 - $15,000	2025-08-08	buy	22
house-9115676-ocr-143	Spouse	PINS	—	15000	1001	PINTEREST INC CMN CLASS A	Stock	$1,001 - $15,000	2025-08-12	buy	20
house-9115676-ocr-142	Spouse	TFC	—	15000	1001	TRUIST FINANCIAL CORPORATION CMN	Stock	$1,001 - $15,000	2025-08-04	buy	26
house-9115676-ocr-141	Spouse	TFC	—	15000	1001	TRUIST FINANCIAL CORPORATION CMN	Stock	$1,001 - $15,000	2025-08-01	buy	27
house-9115676-ocr-140	Spouse	TENB	—	15000	1001	TENABLE HOLDINGS, INC CMN	Stock	$1,001 - $15,000	2025-08-13	buy	19
house-9115676-ocr-14	Dependent	CAT	—	15000	1001	Caterpillar Inc (Delaware) CMN	Common Stock	$1,001 - $15,000	2025-08-04	sell	26
house-9115676-ocr-139	Spouse	TENB	—	15000	1001	TENABLE HOLDINGS, INC CMN	Stock	$1,001 - $15,000	2025-08-20	buy	14
house-9115676-ocr-138	Spouse	TENB	—	15000	1001	TENABLE HOLDINGS, INC CMN	Stock	$1,001 - $15,000	2025-08-12	buy	20
house-9115676-ocr-137	Spouse	—	—	15000	1001	DECKERS OUTDOORS CORP CMN	Stock	$1,001 - $15,000	2025-08-28	buy	8
house-9115676-ocr-136	Spouse	TENB	—	15000	1001	TENABLE HOLDINGS, INC CMN	Stock	$1,001 - $15,000	2025-08-11	buy	21
house-9115676-ocr-135	Spouse	GPK	—	15000	1001	GRAPHIC PACKAGING HLDGCO CMN	Stock	$1,001 - $15,000	2025-08-12	buy	20
house-9115676-ocr-134	Spouse	GPK	—	15000	1001	GRAPHIC PACKAGING HLDGCO CMN	Stock	$1,001 - $15,000	2025-08-13	buy	19
house-9115676-ocr-133	Spouse	AXTA	—	15000	1001	AXALTA COATING SYSTEMS LTD. CMN	Stock	$1,001 - $15,000	2025-08-22	buy	12
house-9115676-ocr-132	Dependent	PG	2020 Trust FBO Khanna Children	50000	15001	THE PROCTER & GAMBLE COMPANY CMN	Common Stock	$15,001 - $50,000	2025-08-26	sell	10
house-9115676-ocr-131	Dependent	CRM	2020 Trust FBO Khanna Children	50000	15001	SALESFORCE INC CMN	Common Stock	$15,001 - $50,000	2025-08-26	sell	10
house-9115676-ocr-130	Dependent	—	2020 Trust FBO Khanna Children	50000	15001	MARSH & MCLENNAN CO INC CMN	Common Stock	$15,001 - $50,000	2025-08-26	sell	10
house-9115676-ocr-13	Dependent	—	—	15000	1001	Call/GEV Flex Euro PM @ 585 EXP 08/01/2025	Option	$1,001 - $15,000	2025-08-01	buy	27
house-9115676-ocr-129	Dependent	SBUX	2020 Trust FBO Khanna Children	50000	15001	STARBUCKS CORP. CMN	Common Stock	$15,001 - $50,000	2025-08-26	sell	10
house-9115676-ocr-128	Dependent	PANW	2020 Trust FBO Khanna Children	15000	1001	PALO ALTO NETWORKS INC. CMN	Common Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-127	Dependent	ROP	2020 Trust FBO Khanna Children	15000	1001	ROPER TECHNOLOGIES INC CMN	Common Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-126	Dependent	CME	2020 Trust FBO Khanna Children	15000	1001	CME GROUP INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-125	Dependent	CARR	2020 Trust FBO Khanna Children	15000	1001	CARRIER GLOBAL CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-124	Dependent	EQIX	2020 Trust FBO Khanna Children	15000	1001	EQUINIX, INC. REIT	REIT	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-123	Dependent	—	2020 Trust FBO Khanna Children	15000	1001	VERTEX PHARMACEUTICALS INC CORPO CMN	Common Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-122	Dependent	UPS	—	15000	1001	United Parcel Service, Inc. Class B Common Stock	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-121	Dependent	ACN	—	15000	1001	Accenture PLC CMN Class A	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-120	Dependent	CMCSA	—	15000	1001	Comcast Corporation CMN Class A Voting	Common Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-12	Dependent	—	—	15000	1001	Call/NVDA Flex Euro PM 162.5 EXP 08/01/2025	Option	$1,001 - $15,000	2025-08-01	buy	27
house-9115676-ocr-119	Dependent	QCOM	—	15000	1001	Qualcomm Inc CMN	Common Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-118	Dependent	KVUE	—	15000	1001	Kenvue Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-117	Dependent	VRSK	—	15000	1001	Verisk Analytics, Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-116	Dependent	ESS	—	15000	1001	Essex Property Trust Inc CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-115	Dependent	AMAT	—	15000	1001	Applied Materials Inc CMN	Common Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-114	Dependent	EXR	—	15000	1001	Extra Space Storage Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-113	Dependent	TTD	—	15000	1001	Trade Desk, Inc. (The) CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-112	Dependent	FDS	—	15000	1001	Factset Research Systems Inc CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-111	Dependent	ADBE	—	15000	1001	Adobe Inc CMN	Common Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-110	Dependent	DLR	—	15000	1001	Digital Realty Trust, Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-11	Dependent	—	—	100000	50001	BNP Paribas Linked to S&P 500 Index	Stock	$50,001 - $100,000	2025-08-21	buy	13
house-9115676-ocr-109	Dependent	COO	—	15000	1001	Cooper Cos Inc/The CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-108	Dependent	INTU	—	15000	1001	Intuit Inc CMN	Common Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-107	Dependent	KMX	—	15000	1001	Carmax, Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-106	Dependent	SBAC	—	15000	1001	SBA Communications Corporation CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-105	Dependent	ARE	—	15000	1001	Alexandria Real Estate Equities, Inc.	Common Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-104	Dependent	IRM	—	15000	1001	Iron Mountain Incorporated CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-103	Dependent	DDOG	—	15000	1001	Datadog, Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-102	Dependent	RVTY	—	15000	1001	Revvity Inc CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-101	Dependent	KHC	2020 Trust FBO Khanna Children	15000	1001	The Kraft Heinz Co CMN	Common Stock	$1,001 - $15,000	2025-08-26	buy	10
house-9115676-ocr-100	Dependent	ODFL	—	15000	1001	Old Dominion Freight Line, Inc CMN	Stock	$1,001 - $15,000	2025-08-26	sell	10
house-9115676-ocr-10	Dependent	—	—	100000	50001	Canadian Imperial Bank of Comm Linked to S&P 500 Index	Stock	$50,001 - $100,000	2025-08-07	buy	23
house-9115676-ocr-1	Dependent	EXR	Mandy and Usha Ahuja 2019 Irrev Trust FBO	15000	1001	Extra Space Storage Inc. CMN	Common Stock	$1,001 - $15,000	2025-08-14	buy	18

Original filing document