Rohit Khanna — Feb. 5, 2024

Disclosure Details

Politician: Rohit Khanna
Disclosure document
Year: 2024
Filing Date: Feb. 5, 2024
Branch: house

Periodic Transaction Report

Asset Ticker Category Type Transaction Date Amount
REV 5% 07/15/24 JN BOND Purchase $25,000,000
Hedge Fund Select: ELT Associates LLC FUND Purchase 150,000 / 200,000
PRIZER INC CMN PFE STOCK Sale Not Specified
CARTERS, INC. CMN CART STOCK Sale Not Specified
MICROSOFT CORPORATION CMN MSFT STOCK Sale Not Specified
BASTER INTERNATIONAL INC CMN STOCK Sale Not Specified
GENERAL MOTORS COMPANY CMN GM STOCK Sale Not Specified
BANK OF AMERICA CORP CMN BAC STOCK Sale Not Specified
VISA INC. CMN CLASS A V STOCK Sale Not Specified
UBER TECHNOLOGIES, INC. CMN UBER STOCK Sale Not Specified
COCA-COLA COMPANY (THE) CMN KO STOCK Sale Not Specified
BRISTOL-MYERS SQUIBB COMPANY BMY STOCK Sale Not Specified
LOWES COMPANIES INC CMN LOW STOCK Sale Not Specified
JOHNSON & JOHNSON CMN JNJ STOCK Sale Not Specified
TEXAS INSTRUMENTS INC. CMN TXN STOCK Sale Not Specified
MC DONALDS CORP CMN MCD STOCK Sale Not Specified
MARSH & MCLENNAN CO INC CMN MMC STOCK Sale Not Specified
ARTHUR J GALLAGHER & CO CMN AJG STOCK Purchase $21,000
COSTCO WHOLESALE CORPORATION COST STOCK Purchase $21,000
CMN CMN STOCK Purchase $21,000
MOTOROLA SOLUTIONS INC CMN MSI STOCK Purchase $21,000
PACCAR INC CMN PCAR STOCK Purchase $21,000
MOTOROLA CORPORATION CMN CLASS X MSI STOCK Purchase $21,000
A VTYING AVTY FUND Purchase $21,000
AIR PRODUCTS & CHEMICALS INC CMN APD STOCK Purchase $21,000
CARBERN GLOBAL CORPORATION CMN CGB STOCK Purchase $21,000
ILLINOIS TOOL WORKS CMN ITW STOCK Purchase $21,000
FORTIVE CORPORATION CMN FTV STOCK Purchase $21,000
KOMBINEA-CLARK CORPORATION CMN X STOCK Purchase $21,000
MONDELEZ INTERNATIONAL, INC, CMN X MDLZ STOCK Purchase $21,000
GENERAL ELECTRIC CO. (NEW) CMN X GE STOCK Purchase $21,000
CLASS X, CL.A CMN STOCK Purchase $21,000
MERCK & CO, INC. CMN MRK STOCK Purchase $21,000
EMERSON ELECTRIC CO. CMN EMR STOCK Purchase $21,000
BOOKING HOLDINGS INC. CMN BKNG STOCK Purchase $21,000
CITIGROUP INC. CMN C STOCK Purchase $21,000
ROCKER & GAMBLE COMPANY [THE] PG STOCK Purchase $21,000
CMN CMN STOCK Purchase $21,000
ABBVIE INC CMN ABBV STOCK Purchase $21,000
ABBVIE INC CMN ABBV STOCK Purchase $21,000
AIRBNB, INC. CMN CLASS A ABNB STOCK not specified not specified
AMERICAN EXPRESS CO. CMN AXP STOCK not specified not specified
BEERE & COMPANY CMN STOCK not specified not specified
MONSTER BEVERAGE CORPORATION MNST STOCK not specified not specified
PS INC CMN PS STOCK not specified not specified
INC CMN STOCK not specified not specified
GPIS WORLDWIDE CORPORATION GPIS STOCK not specified not specified
PROLOGIS INC CMN PLD STOCK not specified not specified
RODERICK COMPANY CMN STOCK not specified not specified
MICROCHIP TECHNOLOGY INCORPORA MCHP STOCK not specified not specified
CMN CMN STOCK not specified not specified
MICROSOFT CORPORATION CMN MSFT STOCK not specified not specified
JUNIPER NETWORKS, INC. CMN JNPR STOCK not specified not specified
ULTA BEAUTY INC CMN ULTA STOCK not specified not specified
DOWN INC CMN DOWN STOCK not specified not specified
AUTOMATIC DATA PROCESSING INC CMN ADP STOCK not specified not specified
ORACLE CORPORATION CMN ORCL STOCK not specified not specified
D.R. HORTON, INC. CMN DHI STOCK not specified not specified
PNC FINANCIAL SERVICES GROUP, CMN PNC STOCK not specified not specified
KEYSIGHT TECHNOLOGIES, INC. CMN KEYS STOCK Sale 2,100
REGENERON PHARMACEUTICALS, INC CMN REGN STOCK Sale Unknown
VULCAN MATERIALS CO CMN VMC STOCK Sale Unknown
DOVER CORPORATION CMN DOV STOCK Sale Unknown
APPLIED MATERIALS INC CMN AMAT STOCK Sale Unknown
LINDE PLC CMN LIN STOCK Sale Unknown
FASTENAL COMPANY CMN FAST STOCK Sale Unknown
BOSTON SCIENTIFIC CORP. COMMON STOCK BSX STOCK Sale Unknown
BERKSHIRE HATHAWAY INC. CLASS B BRK.B STOCK Sale Unknown
ASTS, INC. CMN ASTS STOCK Sale Unknown
HUBBELL INCORPORATED CMN HUBB STOCK Sale Unknown
INTERCONTINENTAL EXCHANGE INC CMN ICE STOCK Sale Unknown
BROADCOM INC. CMN AVGO STOCK Sale Unknown
STRYKER CORPORATION CMN SYK STOCK Sale Unknown
PALO ALTO NETWORKS INC. CMN PANW STOCK Sale Unknown
ACCEVWELL AUTOMATION INC CMN ACAC STOCK Sale Unknown
BRIGHTBRIDGE FINANCIAL SOLUTIONS INC CMN STOCK Sale Unknown
ALPHABET INC. CMN CLASS A GOOGL STOCK Sale Unknown
CME GROUP INC. CMN CLASS A CME STOCK Sale 2,100
AVERY DENNISON CORPORATION CMN AVY STOCK Sale 5,550
PHILIP MORRITS INTL INC CMN PM STOCK Sale 5,350
FLEETCOR TECHNOLOGIES, INC CMN FLT STOCK Sale 5,350
FORD MOTOR COMPANY CMN F STOCK Sale 5,350
SNAP-ON INC CMN SNA STOCK Sale 5,350
HCA HEALTHCARE, INC CMN HCA STOCK Sale 5,350
HALTON WORLDWIDE HOLDINGS INC PRIVATE EQUITY Sale 5,350
ALKCON TECHNOLOGY, INC CMN ALKC STOCK Sale 5,350
UNITED RENTALS, INC CMN URI STOCK Sale 5,350
ROSS STORES, INC CMN ROST STOCK Sale 5,350
THERMO FISHER SCIENTIFIC INC CMN TMO STOCK Sale 5,350
INGERSOLL RAND INC CMN IR STOCK Sale 5,350
CARDINAL HEALTH, INC CMN CAH STOCK Sale 5,350
APPLE INC CMN AAPL STOCK Sale 5,350
CONSTELLATION BRANDS INC CMN STZ STOCK Sale 5,350
CLASS A nan Sale 5,350
AUTOZONE, INC. CMN AZO STOCK Sale 5,350
CARMAX, INC. CMN KMX STOCK Sale 5,350
BROWN & BROWN, INC. CMM BRO STOCK Sale x
WELLSLYN, CMM nan Sale x
PLACID CORP OF AMERICA PRIVATE EQUITY Sale x
COMMON STOCK STOCK Sale x
NORRISON CORPORATION CMM PRIVATE EQUITY Sale x
COMMON STOCK FOMMAN CORP CL B CMM STOCK Sale x
CLASS B nan Sale x
ALTBIA GROUP INC. CMM ALTB STOCK Sale x
HARTFORD FINANCIAL SRVCS GROUP HFG STOCK Sale x
ALTBIA GROUP INC. CMM ALTB STOCK Sale x
MICRON TECHNOLOGY, INC. CMM MU STOCK Sale x
HEWLETT PACKARD ENTERPRISE CO HPE STOCK Sale x
COLGATE PALMOLIVE CO CMM CO CL STOCK Sale x
EQUIFAX INC. CMM EFX STOCK Sale x
HP INC. CMM HPQ STOCK Sale x
EATON CORP PLC CMM ETN STOCK Sale x
INTL BUSINESS MACHINES COMP CMM IBM STOCK Sale x
WARNER BROS DISCOVERY INC CMM WBD STOCK Sale x
MCCORMICK & CO NON VTG SHS MKC STOCK Sale x
EMPIRE ENERGY, INC. CMM EPS STOCK Sale x
FACTSET RESEARCH SYSTEMS INC CMM FDS STOCK Sale x
ARCH CAPITAL GROUP LTD. CMN ACGL STOCK Purchase $100,001 - $200,000
WELLTONE INC. CMN STOCK Purchase $100,001 - $200,000
STERIS PUBLIC LIMITED COMPANY CMN STE STOCK Purchase $100,001 - $200,000
S&P GLOBAL INC. CMN SPGI STOCK Purchase $100,001 - $200,000
CENCORA INC CMN COR STOCK Purchase $100,001 - $200,000
ESTEE LAUDER COS INC CL A CMN CLASS A EL STOCK Purchase $100,001 - $200,000
QUANTA SERVICES INC CMN PWR STOCK Purchase $100,001 - $200,000
INTUITIVE SURGICAL INC. CMN ISRG STOCK Purchase $100,001 - $200,000
WALT DISNEY COMPANY (THE) CMN DIS STOCK Purchase $100,001 - $200,000
AMAZON.COM INC CMN AMZN STOCK Purchase $100,001 - $200,000
DUPONT DE NEMOURS INC CMN DD STOCK Purchase $100,001 - $200,000
CHEKNOW-WILLIAMS CO CMN WMS STOCK Purchase $100,001 - $200,000
WALMART INC CMN WMT STOCK Purchase $100,001 - $200,000
PERSICO, INC CMN PEP STOCK Purchase $100,001 - $200,000
JPMORGAN CHASE & CO CMN JPM STOCK Purchase $100,001 - $200,000
MASTERCARD INCORPORATED CMN CLASS A MA STOCK Purchase $100,001 - $200,000
THE HOME DEPOT, INC. CMN HD STOCK Purchase $100,001 - $200,000
PARKER-HANNIFIN CORP. CMN PH STOCK Purchase $100,001 - $200,000
PRIZER INC. CMN PFE STOCK Purchase nan
CATERPILLAR INC (DELAWARE) CMN CAT STOCK Purchase nan
ZOETS INC. CMN CLASS A ZTS STOCK Purchase nan
TXI COMPANIES INC (NEWY) CMN STOCK Purchase nan
CSCO SYSTEMS, INC. CMN CSCO STOCK Purchase nan
LENNOAR CORPORATION CMN CLASS A LEN STOCK Purchase nan
AON PUBLIC LIMITED COMPANY CMN AON STOCK Purchase nan
AMALOS DEVICES, INC. CMN STOCK Purchase nan
FISERY, INC. CMN FISV STOCK Purchase nan
THE TRAVELERS COMPANIES, INC CMN TRV STOCK Purchase nan
ECOLAB INC CMN ECL STOCK Purchase nan
SOTO INTERNATIONAL, INC CMN STOCK Purchase nan
CHURCH & DWIGHT CO, INC. CMN CHD STOCK Purchase nan
CHURCH & DWIGHT CO, INC. CMN CLASS A CW D STOCK Purchase nan
SYNOPSYS INC. CMN SNPS STOCK Purchase nan
WELLS FARGO & CO (NEWY) CMN WFC STOCK Purchase nan
MARTIN MARITTA MATERIALS, INC CMN MMM STOCK Purchase nan
SGRATE TECHNOLOGY HOLDING PLC CMN SGRAT STOCK Purchase nan
AMETEK INC (NEW) CMN AME STOCK Purchase nan
AMETEK INC (NEW) CMN AME STOCK Purchase nan
NETFLIX, INC. CMN NFLX STOCK Purchase x
BECTON, DICKINSON AND COMPANY BDX STOCK Purchase x
MSCI INC. CMN MSCI STOCK Purchase x
ROPER TECHNOLOGIES INC CMN ROP STOCK Purchase x
SIMONS PROPERTY GROUP INC CMN SPG STOCK Purchase x
STABILISER® CORP. CMN STOCK Purchase x
ARAC INCORPORATED CMN ARAC STOCK Purchase x
PPG INDUSTRIES, INC. CMN PPG STOCK Purchase x
ON SEMICONDUCTOR CORPORATION ON STOCK Purchase x
WILLIS TOWERS WATSON PLC CMN WTW STOCK Purchase x
SPOTIFY TECHNOLOGY S.A. CMN SPOT STOCK Purchase x
CORE LAB INC CMN CLNE STOCK Purchase x
CROWN TECHNOLOGIST SOLUTIONS PRIVATE EQUITY Purchase x
STATE STREET CORPORATION (NEW) STT STOCK Purchase x
AMKER-DANIELS-MIDLAND COMPANY PRIVATE EQUITY Purchase x
ABBOTT LABORATORIES CMN ABT STOCK Purchase x
VIATRIS INC CMN VTRS STOCK Purchase x
BALL CORPORATION CMN BALL STOCK Purchase x
JABIL INC CMN JBL STOCK Purchase x
WESTINGHOUSE AIR BRAKE TECHNICL BOND Sale 25,000-50,000
IRON MOUNTAIN INCORPORATED IRM STOCK Sale 25,000-50,000
MONOLITHIC POWER SYSTEMS, INC. MPWR STOCK Sale 25,000-50,000
CMN CMN STOCK Sale 25,000-50,000
LIBERTY GLOBAL LTD CMN LBTYA STOCK Sale 25,000-50,000
TESLA, INC. CMN TSLA STOCK Sale 25,000-50,000
VERISIGN, INC. CMN VRSN STOCK Sale 25,000-50,000
LAS VEGAS SANDS CORP. CMN LVS STOCK Sale 25,000-50,000
CHARTER COMMUNICATIONS, INC. CHTR STOCK Sale 25,000-50,000
MAXWELL TECHNOLOGY, INC. CMN STOCK Sale 25,000-50,000
NIKE CLASS B CMN CLASS B NKE STOCK Sale 25,000-50,000
NIKE CLASS B CMN CLASS B NKE STOCK Sale 25,000-50,000
FOX CORPORATION CMN CLASS B FOXA STOCK Sale 25,000-50,000
DECK HOLDINGS, INC. CMN DECK STOCK Sale 25,000-50,000
INTUIT CMN INTU STOCK Sale 25,000-50,000
WALMART INC CMN WMT STOCK Sale 25,000-50,000
THE HOME DEPOT, INC CMN HD STOCK Sale 25,000-50,000
VISA INC. CMN CLASS A V STOCK Sale 25,000-50,000
VISA INC. CMN CLASS A V STOCK Sale 25,000-50,000
CATERPILLAR INC (DELAWARE) CMN CAT STOCK Sale 25,000-50,000
CATERPILLAR INC (DELAWARE) CMN CAT STOCK Sale 25,000-50,000
ABBVIE INC CMN ABBV STOCK Purchase 21,000 - 25,000
APPLE INC CMN AAPL STOCK Purchase 21,000 - 25,000
DANHER CORPORATION CMN DHR STOCK Purchase 21,000 - 25,000
MERCK & CO, INC CMN MRK STOCK Purchase 21,000 - 25,000
UBER TECHNOLOGIES, INC CMN UBER STOCK Purchase 21,000 - 25,000
INTUITIVE SURGICAL, INC CMN ISRG STOCK Purchase 21,000 - 25,000
STARBUCKS CORP CMN SBUX STOCK Purchase 21,000 - 25,000
MONGGOZ STANLEY CMN sStanley STOCK Purchase 21,000 - 25,000
ANALOG DEVICES, INC CMN ADI STOCK Purchase 21,000 - 25,000
TEXAS INSTRUMENTS, INC CMN TXN STOCK Purchase 21,000 - 25,000
AIR PRODUCTS & CHEMICALS INC CMN APD STOCK Purchase 21,000 - 25,000
CADENCE DESIGN SYSTEMS INC CMN CDNS STOCK Purchase 21,000 - 25,000
SYNOPSYS INC CMN SNPS STOCK Purchase 21,000 - 25,000
MOTOROLA SOLUTIONS INC CMN MSI STOCK Purchase 21,000 - 25,000
COSTCO WHOLESALE CORPORATION COST STOCK Purchase 21,000 - 25,000
PAYPAL HOLDINGS, INC CMN PYPL STOCK Purchase 21,000 - 25,000
FISERV, INC CMN FISV STOCK Purchase 21,000 - 25,000
UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK UPS STOCK Purchase 21,000 - 25,000
LAM RESEARCH CORPORATION CMN LRCX STOCK Purchase 25,000
MSCI INC. CMN MSCI STOCK Purchase Not Specified
AMISTA NETWORKS, INC. CMN STOCK Purchase Not Specified
AIRBNB, INC. CMN CLASS A ABNB STOCK Purchase Not Specified
AMTEK (NEV) CMN AMTEK STOCK Purchase Not Specified
QUANTZ SERVICES INC CMN STOCK Purchase Not Specified
TE CONNECTIVITY LTD CMN TEL STOCK Purchase Not Specified
CINTAS CORPORATION CMN CTAS STOCK Purchase Not Specified
KLA CORP CMN KLAC STOCK Purchase Not Specified
EQUIFAX INC. CMN EFX STOCK Purchase Not Specified
LULULEMON ATHLETICA INC, CMN LULU STOCK Purchase Not Specified
LUJENIEKSON, INC CMN STOCK Purchase Not Specified
D.R. HORTON, INC CMN DHI STOCK Purchase Not Specified
PALO ALTO NETWORKS INC. CMN PANW STOCK Purchase Not Specified
MODERNA, INC CMN MRNA STOCK Purchase Not Specified
OTIS WORLDWIDE CORPORATION OTIS STOCK Purchase Not Specified
ROYAL CARIBBEAN GROUP ISIN: U00088682868 RCL STOCK Purchase Not Specified
T. ROWE PRICE GROUP, INC. CMN TROW STOCK Purchase Not Specified
COPART, INC. CMN CPRT STOCK Sale $25,000
NIP SEMICONDUCTORS N.V. CMN ASM STOCK Sale $50,000
ON SEMICONDUCTOR CORPORATION CMN ON STOCK Sale $50,000
ENPHASE ENERGY, INC. CMN ENPH STOCK Sale $25,000
WALT DISNEY COMPANY (THE) CMN DIS STOCK Sale $25,000
VERSIGNON, INC. CMN VRGN STOCK Sale $25,000
PHILIP MORRIS INTL INC CMN PM STOCK Sale $25,000
AMERIPRISE FINANCIAL, INC. CMN AMP STOCK Sale $25,000
BROOKLINE BNK, CMN BK STOCK Sale $25,000
MOODY'S CORPORATION CMN MCO STOCK Sale $25,000
META PLATFORMS INC - CLASS A CMN META STOCK Sale $25,000
ELECTRONIC ARTS CMN EA STOCK Sale $25,000
ACCIDENTIUM LIMITED PLC CMN STOCK Sale $25,000
CALL/UBS LEX EURO PM @ 63 EXP UBS OPTION Sale $25,000
CALL/UBS LEX EURO PM @ 22.5 EXP UBS OPTION Sale $25,000
CALL/UBS LEX EURO PM @ 26 EXP UBS OPTION Sale $25,000
CALL/UBS LEX EURO PM @ 49 EXP UBS OPTION Sale $25,000
PUT/TSP OPTION Sale $25,000
461 EXP EXP STOCK Sale $25,000
MASTERCARD INCORPORATED CMN MA STOCK Purchase $1,000 - $5,000
ALPHABET INC CMN CLASS A GOOGL STOCK Purchase $1,000 - $5,000
CISCO SYSTEMS, INC. CMN CSCO STOCK Purchase $1,000 - $5,000
S&P GLOBAL INC, CMN SPGI STOCK Purchase $1,000 - $5,000
PEPSICO, INC. CMN PEP STOCK Purchase $1,000 - $5,000
NIKE CLASS B CMN CLASS B NKE STOCK Purchase $1,000 - $5,000
APPLIED MATERIALS INC CMN AMAT STOCK Purchase $1,000 - $5,000
ADOBE INC CMN ADBE STOCK Purchase $1,000 - $5,000
DUPONT DE NEMOURS INC CMN DD STOCK Purchase $1,000 - $5,000
GENERAL MOTORS COMPANY CMN GM STOCK Purchase $1,000 - $5,000
ARTHUR J. GALLAGHER & CO CMN AJG STOCK Purchase $1,000 - $5,000
LENNOX INTERNATIONAL, CMN CLASS A LII STOCK Purchase $1,000 - $5,000
MARRIOTT INTERNATIONAL, INC CMN MAR STOCK Purchase $1,000 - $5,000
CARTERS, INC. CMN CART STOCK Purchase $1,000 - $5,000
AON PUBLIC LIMITED COMPANY CMN AON STOCK Purchase $1,000 - $5,000
POOL CORP CMN POOL STOCK Purchase $1,000 - $5,000
WELLTOWER, INC. CMN WY STOCK Purchase $1,000 - $5,000
ANSTYS, INC. CMN ANST STOCK Purchase $1,000 - $5,000
DOORDASH INC CMN CLASS A DASH STOCK Purchase nan
BAXTER INTERNATIONAL INC CMN BAX STOCK Purchase nan
ZODETS INC CMN CLASS A ZOD STOCK Purchase nan
ELANCO ANIMAL HEALTH INCORPORA ELAN STOCK Purchase nan
CARTERS, INC. CMN CART STOCK Purchase nan
CARTERS, INC. CMN CART STOCK Purchase nan
CARTERS, INC. CMN CART STOCK Purchase nan
CARTERS, INC. CMN CART STOCK Purchase nan
CARTERS, INC. CMN CART STOCK Purchase nan
LAS VEGAS SANDS CORP. CMN LVS STOCK Purchase nan
GENERAL MOTORS COMPANY CMN GM STOCK Purchase nan
GENERAL MOTORS COMPANY CMN GM STOCK Purchase nan
ALTRIA GROUP, INC. CMN MO STOCK Purchase nan
JABIL INC CMN JBL STOCK Purchase nan
ELANCO ANIMAL HEALTH INCORPORA ELAN STOCK Purchase nan
PAYCOM SOFTWARE, INC. CMN PAYC STOCK Purchase nan
NVIDIA CORPORATION CMN NVDA STOCK Purchase nan
GENERAL MOTORS COMPANY CMN GM STOCK Purchase nan
EXELIXIS, INC. CMN EXEL STOCK Purchase nan
MOSAIC COMPANY (THE) CMN MOS STOCK Purchase A
GENERAL MOTORS COMPANY CMN GM STOCK Purchase A
BP P.L.C. SPONSORED ADR CMN BP STOCK Purchase A
UNITY SOFTWARE INC CMN U STOCK Purchase A
LOWES COMPANIES INC CMN LOW STOCK Purchase A
BROADCOM INC. CMN AVGO STOCK Purchase A
CHEMOURS COMPANY (THE) CMN CC STOCK Purchase A
PANERA BAKERIES CORP. CMN PRIVATE EQUITY Purchase A
GUIDEWIRE SOFTWARE INC CMN GWRE STOCK Purchase A
VENTAS, INC. CMN VTR STOCK Purchase A
WYNN RESORTS, LIMITED CMN WYNN STOCK Purchase A
SPONSORED ADR CMN STOCK Purchase A
SPONSORED ADR CMN STOCK Purchase A
BERRY GLOBAL GROUP INC CMN BERY STOCK Purchase A
DYNATRACES HOLDINGS LLC CMN DT STOCK Purchase A
CIGNA CORP 2.779% 02/15/2031 USD BOND Purchase A
CONSTELLATION BRANDS, INC 2.25% 06/01/2031 USD BOND Purchase A
STATE STREET CORPORATION HYBRID PERPETUAL FIXED INCOME Purchase Not Specified
PFIZER INC. CMN PFE STOCK Purchase Not Specified
CARMAX INC. CMN KMX STOCK Purchase Not Specified
PEPSICO INC. CMN PEP STOCK Purchase Not Specified
BOEING CO CMN BA STOCK Purchase Not Specified
KEYCORP CMN KEY STOCK Purchase Not Specified
KEYCORP CMN KEY STOCK Purchase Not Specified
TEXAS INSTRUMENTS INC. CMN TXN STOCK Purchase Not Specified
MARSH & MCLENNAN CO INC CMN MMC STOCK Purchase Not Specified
BERKSHIRE HATHAWAY INC COMPANY BRK.A STOCK Purchase Not Specified
DEERE & COMPANY CMN DE STOCK Purchase Not Specified
STRYKER CORPORATION CMN SYK STOCK Purchase Not Specified
MICROSOFT CORPORATION CMN MSFT STOCK Purchase Not Specified
IDEX CO. CO. CMN IDEX STOCK Purchase Not Specified
ALPHABET INC. CMN CLASS A GOOGL STOCK Purchase Not Specified
TRUFINANCIAL CORPORATION CMN TRU STOCK Purchase Not Specified
Hedge Fund Select: ELT Associates LLC Commitment FUND Purchase Not Specified
IL FED AND REV FINANCE ALTH REV 5.0000%, 09/01/24 MN FIXED INCOME Purchase A
NC NORTHEAST OHIO REGL SWR DIST REV 5.0000%, 09/01/24 MN BOND Purchase A
AL PHLTH HEALTH SYS REV 5.2500%, 01/15/24 MN BOND Purchase A
GA GEORGIA ST GO 5%, 07/01/24 JJ BOND Purchase A
VA HARRISBURG/NORFOLK VA GO 5%, 07/01/24 JJ BOND Purchase A
VA UNIVERSITY CINCHINNATI CHRT GEN REV BONDS/TRUSTEE VA BRD TRANSN 5%, 05/15/24 MN BOND Purchase A
OH ROUTT PORTY OHIO SCD SCH DST NO GO 4%, 12/15/27 MN BOND Purchase A
OH OHIO STATE GO 5.0000%, 10/01/24 MN BOND Purchase A
OH STATE OR OHIO BRD RELATIONS GO 5.0000%, 11/01/24 MN BOND Purchase A
OH CINCHINNATI OHIO WTR SYS REV REV 5%, 10/15/24 MN BOND Purchase A
OH WESTERVILLE OHIO SCH DST GO 5.0000%, 12/01/24 MN BOND Purchase A
OH WESTERVILLE OHIO SCH DST GO 5.0000%, 12/01/24 MN BOND Purchase A
OH PREBLE CNY CLEVELAND WASH SCH DST NO GO 5.0000%, 12/01/24 MN BOND Purchase A
OH CLEVELAND OHIO WTR REV REV 5%, 01/15/24 MN BOND Purchase A
OH ST WTR REV AUTH REV REV 5%, 01/15/24 MN BOND Purchase A
OH COLUMBUS OH CITY CMNTY HIGH GO 4%, 01/15/24 MN BOND Purchase A
OH COLUMBUS, OHIO (CITY OF) GO 5.0000%, 07/01/24 JJ BOND Purchase A
LEWISVILLE TEX INDEP SCH DIST GO BOND Purchase $1,001 - $15,000
CLYMONTA OHIO CTY OHIO ECONOMIC BOND Purchase $1,001 - $15,000
OHIO ST GO 5% 09/15/24 MS BOND Purchase $1,001 - $15,000
OHIO ST TR VFR AUTH REGL SWR DIST REV BOND Purchase $1,001 - $15,000
12/20/24 01/12/24 ID BILL Purchase $1,001 - $15,000
NORTHEAST OHIO REGL SWR DIST REV BOND Purchase $1,001 - $15,000
59% 1/15/2032 REG REV BOND Purchase $1,001 - $15,000
DAYTON OHIO CTY SWR DIST REV BOND Purchase $1,001 - $15,000
COLUMBUS OHIO CTY GO 5%/04/12/24 AO BOND Purchase $1,001 - $15,000
5.00% 11/01/24 CTY DIST GO BOND Purchase $1,001 - $15,000
MARION COUNTY CTY BRS SZ4 HEALTH GO BOND Purchase $1,001 - $15,000
MARION COUNTY BRS UNT SCH GO 4% BOND Purchase $1,001 - $15,000
07/01/2024 ID JJ nan Purchase $1,001 - $15,000
OHIO ST GO 5% 08/01/24 FA BOND Purchase $1,001 - $15,000
OHIO ST GO ISSUES STID PRIOR GO BOND Purchase $1,001 - $15,000
5.00% 09/01/24 FA BOND Purchase $1,001 - $15,000
WESTVANES OHIO PBL DIST REGUL REV BOND Purchase $1,001 - $15,000
5.00% 11/12/24 ID BG BOND Purchase $1,001 - $15,000
OHIO ST STATE DIST GO 5%/05/26 WIN BOND Purchase $1,001 - $15,000
OHIO ST LAKEWOOD OHIO CTY SCH DIST GO BOND Purchase $1,001 - $15,000
5% 12/20/24 ID JJ BOND Purchase $1,001 - $15,000
IN BRW LAKED SCH STMP VLG SCH GO BOND Purchase $1,001 - $15,000
5.00% 12/01/24 ID BOND Purchase $1,001 - $15,000
OHIO ST GO 5% 09/15/24 MS BOND Purchase $1,001 - $15,000
OHIO STATE GO SG 0.5% 05/15/24 JD BOND Purchase not specified
OHIO ST VTR DVTY AUTH REV REV 5% BOND Purchase not specified
OHIO ST VTR DVTY AUTH VTR REV 5% BOND Purchase not specified
OHIO ST VTR DVTY AUTH VTR REV 5% 12/01/24 JD BOND Purchase not specified
COLERAIN TWP DVTY AUTH REV 5% 12/01/24 JD BOND Purchase not specified
OHIO STATE DV AUTH REV 5% 03/01/24 JD BOND Purchase not specified
OHIO STATE DV SG 0.5% 06/15/24 JD BOND Purchase not specified
OHIO ST UNV GEN RCPT REV 4% BOND Purchase not specified
TEXAS TRUMAN COMMN ST HWY FD BOND Purchase not specified
TEXAS TRUMAN COMMN ST HWY FD BOND Purchase not specified
WASHTON COUNTY REV SALES TAX REV BOND Purchase not specified
WASHTON COUNTY REV SALES TAX REV BOND Purchase not specified
REV MEXICO FDA AUTH REV REV 5% BOND Purchase not specified
REV MEXICO FDA AUTH REV REV 5% BOND Purchase not specified
CYLURGIA CNTY OHIO ECONOMIC BOND Purchase not specified
REV 4% 05/15/24 JD BOND Purchase not specified
OHIO ST VTR DVTY AUTH REV 5% BOND Purchase not specified
COLUMBUS OHIO CITY SCH BST GO 5% BOND Purchase not specified
COLUMBUS OHIO CITY SCH BST GO 5% BOND Purchase not specified
OHIO ST GO SG 0.5% 08/01/24 FA BOND Purchase not specified
RL HEALTH & EDUK BLDS CORP HGG REV REAL ESTATE Purchase not specified
RL HOUSTN/EL EDU BLDG 12/01/24 JD REAL ESTATE Purchase not specified
OHIO ST GO SG 0.5% 08/01/24 FA BOND Purchase not specified
TALLAHASSEE-LEON CONS CITS SITE REV 5% BOND Purchase not specified
TALLAHASSEE-LEON CONS CITS SITE REV 5% BOND Purchase not specified
JACKSONVILLE FLA SP REV REV 5% BOND Purchase not specified
OHIO ST FARMED CAP FACS REV BOND Purchase $25,000,000
CINCINNATI OHIO WTR SYS REV REV BOND Purchase $25,000,000
ADAMS CO 12 FIVE STAR SCHS COLO GOLD CO BOND Purchase $25,000,000
BOCCE V 2024 DC SG DC SST CEL CITY GO FIXED INCOME Purchase $15,000,000
SALT REV 2024 DC SG DC SST CEL CITY GO REAL ESTATE Purchase $15,000,000
REV S 2024 DC SG DC SST CEL CITY GO FIXED INCOME Purchase $15,000,000
REV S 2020 DC SG DC SST CEL CITY GO BOND Purchase $15,000,000
UNIVERSITY CINCINNATI OHIO GEN BOND Purchase $25,000,000
CINCINNATI OHIO WTR SYS BENER DIST REV BOND Purchase $25,000,000
CINCINNATI OHIO WTR SYS REV REV BOND Purchase $25,000,000
CINCINNATI OHIO GEN CONVENTION BOND Purchase $25,000,000
FRANKLIN CINTO OHIO CONVENTION BOND Purchase $25,000,000
CONNECTICUT ST GO 5% 05/15/24 AD BOND Purchase $25,000,000
MILFORD OHIO EMPG VIG SYS SCH GO BOND Purchase $25,000,000
REV 5% 06/01/24 JD EMPG VIG SYS SCH GO BOND Purchase $25,000,000
UNIVERSITY CINCINNATI OHIO GEN BOND Purchase $25,000,000
MACMISAH CITY N J IMPT AUTH REV BOND Purchase $25,000,000
Mega Caps Corp, Common Stock STOCK Exchange Feb. 5, 2015 $1,001-$15,000