Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 9, 2026
- Filing year
- 2026
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 523
- Parser version
- ocr_grid_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 201
REVIEW OCR 41p, rotation [0]: 523 rows from 36 data pages, 4 pages unread
Reading this page
This filing is a scanned image. The left half of each row below is our OCR reading of it: text read from the page and the box marked in each column. Each row carries a confidence and, where the reading may be wrong, the reason. Check the official document before relying on a row. The right half is our normalized interpretation.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 523
Left: OCR reading of the scan · Right: normalized
| Read from the scan by OCR · check the document | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | DC | JPMORGAN CHASE & CO. LINKED TO BASKET OF INDICES BARCLAYS BANK PLC UINKED TO BASKET OFINDICES ROYAL BANK OF CANADA LINKED TO BASKET QF INDICES CANADIAN IMPERIAL BANK OF COMM LINKED TO BASKET OF INDICES UNITED RENTALS, INC. CMN OCR: amount unclear, rows merged | — | P | 02/19/2026 | 03/02/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 19, 2026 | — | Stock | Reviewnot modelled |
| 2 | ? | EATON CORP PLC CMN BOFA FINANCE LLC LINKED TO S&P 5OO METLIFE, INC. HYBRID 03/15/2056 COCA-COLA EUROPEAN PARTNERS PL ALLY FINANCIAL INC. HYBRID PERPETUAL USD EVERSOURCE ENERGY HYBRID 08/15/2056 CALL/JNJ FLEX EURO PM @ 202.5 EXP 02/06/2026 OCR: owner unreadable, rows merged | — | P | 02/06/2026 | 03/02/2026 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Unknown | Feb 6, 2026 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 3 | DC | CALL/ODFL FLEX EURO PM 180 EXP 02/06/2026 GE VERNOVALLC CMN OCR: rows merged | — | P | 02/06/2026 | 03/02/2026 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Dependent | Feb 6, 2026 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 4 | DC | ROCKWELL AUTOMATION INC CMN | — | S (partial) | 02/06/2026 | 03/02/2026 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 5 | — | Fel Art Nan? OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $5,000,001 - $25,000,000 | 0.30 | —0.00 | SellSell | Self | — | $5,000,001 - $25,000,000mid $15M | Unknown | Reviewnot modelled |
| 6 | DC | GENIUS SPORTS LTD CMN OCR: layout unrecognised | — | P | 02/05/2026 | 03/04/2026 | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Dependent | Feb 5, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 7 | DC | GENIUS SPORTS LTD CMN OCR: layout unrecognised | — | P | 02/06/2026 | 03/04/2026 | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Dependent | Feb 6, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 8 | DC | ALBERTSONS COMPANIES, INC. CMN CLASS A IMAPLEBEAR INC. CMN OCR: amount unclear, layout unrecognised, rows merged | — | P | 02/12/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 12, 2026 | — | Stock | Reviewnot modelled |
| 9 | DC | TENABLE HOLDINGS, INC CMN OCR: layout unrecognised | — | P | 02/06/2026 | 03/04/2026 | $50,001 - $100,000 | 0.30 | —0.90 | BuyBuy | Dependent | Feb 6, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 10 | ? | GARTNER, INC CMN MAPLEBEAR INC. CMN MAPLEBEAR INC. CMN OCR: owner unreadable, layout unrecognised, rows merged | — | P | 02/06/2026 | 03/04/2026 | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Unknown | Feb 6, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 11 | DC | IMAPLEBEAR INC. CMN OCR: layout unrecognised | — | P | 02/25/2026 | 03/04/2026 | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Dependent | Feb 25, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 12 | DC | GRAPHIC PACKAGING HLDGCO CMN OCR: layout unrecognised | — | S | 02/09/2026 | 03/04/2026 | $50,001 - $100,000 | 0.30 | —0.90 | SellSell | Dependent | Feb 9, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 13 | DC | ZIMMER BIOMET HOLDINGS INC OCR: layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | $50,001 - $100,000 | 0.30 | ZBH0.95 | SellSell | Dependent | Feb 17, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 14 | DC | PENN ENTERTAINMENT INC CMN OCR: layout unrecognised | — | S | 02/06/2026 | 03/04/2026 | $50,001 - $100,000 | 0.30 | —0.90 | SellSell | Dependent | Feb 6, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 15 | DC | AXALTA COATING SYSTEMS LTD. CMN CALLAWAY GOLF COMPANY CMN OCR: layout unrecognised, rows merged | — | S | 02/04/2026 | 03/04/2026 | $50,001 - $100,000 | 0.30 | —0.00 | SellSell | Dependent | Feb 4, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 16 | DC | SS&CTECHNOLOGIES HOLDINGS, IN CMN OCR: layout unrecognised | — | S | 02/06/2026 | 03/04/2026 | $50,001 - $100,000 | 0.30 | —0.00 | SellSell | Dependent | Feb 6, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 17 | DC | AXALTA COATING SYSTEMS LTD. CMN OCR: layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | $50,001 - $100,000 | 0.30 | —0.90 | SellSell | Dependent | Feb 17, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 18 | DC | AXALTA COATING SYSTEMS LTD. CMN OCR: layout unrecognised | — | S | 02/23/2026 | 03/04/2026 | $50,001 - $100,000 | 0.30 | —0.90 | SellSell | Dependent | Feb 23, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 19 | DC | AXALTA COATING SYSTEMS LTD. CMN OCR: layout unrecognised | — | S | 02/03/2026 | 03/04/2026 | $50,001 - $100,000 | 0.30 | —0.90 | SellSell | Dependent | Feb 3, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 20 | DC | NASDAQ INC, CMN OCR: layout unrecognised | — | S | — | 03/04/2026 | $50,001 - $100,000 | 0.30 | —0.90 | SellSell | Dependent | — | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 21 | DC | AXALTA COATING SYSTEMS LTD, CMN OCR: date unreadable | — | S (partial) | — | — | $1,001 - $15,000 | 0.30 | —0.90 | PartialPartial sale | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 22 | DC | BERKSHIRE HATHAWAYINC.CLASS B | — | P | 02/24/2026 | 03/04/2026 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 23 | DC | THE HOME DEPOT, INC, CMN | — | P | 02/24/2026 | 03/04/2026 | $50,001 - $100,000 | 0.94 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 24 | DC | MASTERCARD INCORPORATED CMN ICLaSS A | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 25 | ? | ISERVICENOW INC CMN ABBOTT LABORATORIES CMN ADOBE INC CMN OCR: owner unreadable, rows merged | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.40 | —0.00 | BuyBuy | Unknown | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 26 | DC | STRYKER CORPORATION CMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.81 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 27 | DC | AT&T INC, CMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 28 | DC | ARTHUR J GALLAGHER & CO CMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.82 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 29 | DC | PAYCHEX, INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 30 | DC | APPLOVIN COAPORATION CMN CLASS | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.88 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 31 | DC | AMGEN INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.92 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 32 | DC | NASDAQ INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.90 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 33 | DC | MICROSOFT CORPORATION CMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 34 | DC | ELEVANCEHEALTHINCCMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.85 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 35 | DC | BLACKAOCK FUNDING, INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 36 | DC | 1AMERIPRISE FINANCIAL, INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 37 | DC | (INTL. BUSINESS MACHINES CORP CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 38 | DC | [IT-MOBILE US, INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.81 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 39 | DC | CADENCE DESIGN SYSTEMS INC CMN OCR: layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | $50,001 - $100,000 | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 40 | DC | CIGNA GROUP/THE CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 41 | DC | TAKETWO INTERACTIVESOFTWARE INC OCR: layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | $50,001 - $100,000 | 0.30 | TTWO0.92 | BuyBuy | Dependent | Feb 24, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 42 | DC | NEWS CORPORATION CMN CLASSA OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 43 | DC | AIRBNB, INC, CMN CLASS A OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 44 | DC | SHERWIN-WILLIAMS CO CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 45 | DC | BROADRIDGEFINANCIALSOLUTONS IN CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 46 | DC | PARKER-HANNIFIN CORP. CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 47 | DC | COGNIZANTTECHNOLOGY SOLUTIONS CORPCLASS A OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | — | Unknown | Reviewnot modelled |
| 48 | DC | THE BANK OFNY MELLON CORP CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 49 | DC | COINBASE GLOBAL, INC CMN CLASS A OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 50 | DC | UNION PACIFIC CORP. JSE UNPI INT EQTYDN CASH BASE OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | — | Unknown | Reviewnot modelled |
| 51 | DC | INTERCONTINENTALEXCHANGE INC CMN OCR: layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 52 | DC | META PLATFORMS INC-CLASS A CMN CLASS A OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 53 | DC | STATE STREET CORPORATION (NEW) CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 54 | DC | PAYPAL HOLDINGS, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 55 | DC | AMERICAN INTL GROUP,INC.CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 56 | DC | CIENA CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 57 | DC | TYLER TECHNOLOGIES, INC. CMIN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Unknown | Reviewnot modelled |
| 58 | — | Ful Atpet Naraa OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $5,000,001 - $25,000,000 | 0.30 | —0.00 | SellSell | Self | — | $5,000,001 - $25,000,000mid $15M | Unknown | Reviewnot modelled |
| 59 | DC | THERMO FISHER SCIENTIFIC INC CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 60 | DC | COSTCO WHOLESALE CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 61 | DC | MCKESSON CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 62 | DC | PALANTIR TECHNOLOGIES INC, CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 63 | DC | SYNOPSYS, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 64 | DC | PEPSICO, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 65 | DC | IPAYCOM SOFTWARE, INC, CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 66 | DC | GODADDY INC. CMN CLASS A OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 67 | DC | FSINCCMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | — | Unknown | Reviewnot modelled |
| 68 | DC | BOOKING HOLDINGS INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 69 | DC | JACOBS SOLUTIONS INC CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 70 | DC | CINCINNATI FINANCIAL CRP CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 71 | DC | OLD DOMINION FREIGHT LINE, INC OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | ODFL0.95 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 72 | DC | COSTAR GROUP, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 73 | DC | ROLLINS INC. REGOFF SCTASK0796638 OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | — | Unknown | Reviewnot modelled |
| 74 | DC | BXP INC COMMON STOCK OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | BXP0.98 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 75 | DC | MGM RESORTS INTERNATIONAL CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 76 | DC | NVIDIA CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | — | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 77 | DC | SYNCHRONY FINANCIAL CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 78 | DC | TRADE DESK, INC. (THE) CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | THE0.95 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 79 | DC | EBAY INC, CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 80 | DC | BUILDERS FIRSTSOURCE, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 81 | DC | PTC INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 82 | DC | MICROCHIP TECHNOLOGY INCORPORA cmn OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 83 | DC | KROGER COMPANY CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 84 | DC | AUTOZONE, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 85 | DC | CDW CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 86 | DC | iVICI PROPERTIES INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 87 | DC | ALTRIA GROUP, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 88 | DC | RESMED INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 89 | DC | JINGERSOLL RAND INC CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 90 | DC | INTERNATIONAL PAPER CO.CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 91 | DC | CORNING INCORPORATED CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 92 | DC | HEALTHPEAK PROPERTIES, INC, CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 93 | DC | MORGANSTANLEYCMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | — | Unknown | Reviewnot modelled |
| 94 | DC | MOLINA HEALTHCARE, INC CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 95 | DC | ZEBRA TECHNOLOGES INC CMN CLASS OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 96 | DC | CROWDSTRIKE HOLDINGS,INC, CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 97 | DC | UNIVERSAL HEALTH SVC CL B CMN CLASS B (APPLIED MATERIALS INC CMN OCR: amount unclear, rows merged | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 98 | DC | THE HERSHEY COMPANY CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 99 | DC | BROADCOM INC. CMN IDEXX LABORATORIES CMN OCR: rows merged | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 100 | DC | WALMART INC CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 101 | DC | PHILIP MCRRISINTL INC CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 102 | DC | ARISTA NETWORKS, INC, CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 103 | DC | IINTUITIVE SURGICAL, INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 104 | DC | CHARLES SCHWAB CORPORATION CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 105 | DC | COCA-COLA COMPANY (THE) CMN | — | S | 02/24/2026 | 03/04/2026 | $50,001 - $100,000 | 0.95 | THE0.95 | SellSell | Dependent | Feb 24, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 106 | DC | MC DONALDS CORP CMN CISCO SYSTEMS, INC. CMN OCR: rows merged | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.40 | —0.00 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 107 | DC | AMAZON.COM INC CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.90 | —0.00 | PartialPartial sale | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 108 | DC | UNITEDHEALTH GROUP INCORPORATE CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 109 | DC | ORACLE CORPORATION CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 110 | ? | SALESFORCEINCCMN OCR: owner unreadable | — | S (partial) | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 111 | DC | WALT DISNEY COMPANY (THE) CMN | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.92 | THE0.95 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 112 | ? | Prowide ful aame, hot ticker symhol OCR: owner unreadable, date unreadable, layout unrecognised, low text confidence | — | E | — | — | $5,000,001 - $25,000,000 | 0.30 | —0.00 | ExchangeExchange | Unknown | — | $5,000,001 - $25,000,000mid $15M | Unknown | Reviewnot modelled |
| 113 | DC | ALPHABET INC. CMN CLASS A BOSTON SCIENTIFIC CORP. COMMON STOCK OCR: amount unclear, layout unrecognised, rows merged | — | S | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 114 | DC | AUTOMATIE DATA PROCESSING INC CMN S&PGLOBALINC.CMN OCR: amount unclear, layout unrecognised, rows merged | — | S | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 115 | ? | INTUIT INC CMN AUTODESK, INC. CMN PALO ALTO NETWORKS INC. CMN OCR: owner unreadable, layout unrecognised, rows merged | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Unknown | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 116 | DC | TESLA, INC. CMN ACCENTURE PLC CMN CIASS A [KKR & CO. INC. CMN UBER TECHNOLOGIES, INC. CMN REALTYINCOME CORPORATION CMN (THE TRAVELERS COMPANIES, INC CMN MOODY'S CORPORATION CMN THE PROGRESSIVE CORPORATION CMN OCR: layout unrecognised, rows merged | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 117 | DC | CVS HEALTH CORP CMN OCR: amount unclear, layout unrecognised | — | S | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 118 | DC | LOWES COMPANIES INC CMN OCR: layout unrecognised | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 119 | DC | BLACKSTONE GROUP INC/THE CMN OCR: layout unrecognised | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 120 | DC | ALLSTATE CORPORATION COMMON SToCK OCR: amount unclear, layout unrecognised | — | S | 02/24/2026 | 03/04/2026 | — | 0.30 | ALL0.95 | SellSell | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 121 | DC | HUMANA INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 122 | DC | IROBINHOOD MARKEIS, INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 123 | DC | DANAHER CORPORATION CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 124 | DC | FORTINET, INC. CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 125 | DC | INTERACTIVEBROKERS GROUP,INC CMN CLASS A | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 126 | DC | AVALONEAY COMMUNITIES INC CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 127 | ? | PRUDENTIAL FINANCIAL INC CMN OCR: owner unreadable | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 128 | DC | INetfliX, Inc, CMn | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 129 | DC | ICOPART, INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 130 | DC | [CARVANA CO, CMN CLASS A | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 131 | DC | [FISERV, INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 132 | DC | AMERICAN EXPRESS CO. CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 133 | DC | AON PUBLIC LIMITED COMPANY CMN CLaSS A | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 134 | DC | BROWN & BROWN, INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 135 | DC | FAIR ISAAC INC CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 136 | DC | EQUIFAX INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 137 | ? | ARES MANAGEMENT CORPORATION CMN CLASS A OCR: owner unreadable | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 138 | DC | VERISK ANALYTICS, INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 139 | DC | [BLOCK, INC, CMN CLASS A | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 140 | DC | DATADOG, INC, CMN CLASS A OCR: layout unrecognised | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 141 | DC | I WORKDAY, INC. CMN CLASS A OCR: layout unrecognised | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 142 | DC | VERALTO CORPORATION CMN OCR: layout unrecognised | — | S (partial) | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.90 | PartialPartial sale | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 143 | DC | [DOORDASH INC CMN CLASS A OCR: layout unrecognised | — | S (partial) | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | PartialPartial sale | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 144 | DC | ROCKWELL AUTOMATION INC CMN OCR: layout unrecognised | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.90 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 145 | ? | W.R. BERKLEY CORPORATION CMN OCR: owner unreadable, layout unrecognised | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | SellSell | Unknown | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 146 | DC | XYLem Inc. CMn OCR: layout unrecognised | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.90 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 147 | DC | BEST BUY CO INC CMN OCR: layout unrecognised | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.90 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 148 | DC | GARTNER, INC. CMN OCR: layout unrecognised | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.90 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 149 | DC | INSULET CORPORATION CMN OCR: layout unrecognised | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.90 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 150 | DC | CBRE GROUP, INC, CMN CLASS A OCR: layout unrecognised | — | S (partial) | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | PartialPartial sale | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 151 | DC | CRH PUBLIC LiMITED COMPaNY CMN OCR: layout unrecognised | — | S (partial) | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.90 | PartialPartial sale | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 152 | DC | ULTA BEAUTY INC CMN OCR: layout unrecognised | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.90 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 153 | DC | ROPER TECHNOLOGIES INC CMN OCR: layout unrecognised | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.90 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 154 | DC | IQVIA HOLDINGS INC CMN OCR: layout unrecognised | — | S (partial) | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.90 | PartialPartial sale | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 155 | DC | FOX CORPORATION CMN OCR: layout unrecognised | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.90 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 156 | DC | TRIMBLE INC CMN OCR: layout unrecognised | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.90 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 157 | ? | EXPEDIAGROUPINCCMN OCR: owner unreadable, layout unrecognised | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | SellSell | Unknown | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 158 | DC | IT. ROWE PRICE GROUP, INC. CMN OCR: layout unrecognised | — | S (partial) | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.82 | PartialPartial sale | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 159 | — | Rud Asset Nep! OCR: date unreadable | — | S | — | — | $1,000,001 - $5,000,000 | 0.30 | —0.00 | SellSell | Self | — | $1,000,001 - $5,000,000mid $3M | Unknown | Reviewnot modelled |
| 160 | SP | MICROSOFT CORPORATION CMN | — | P | 02/05/2026 | 03/04/2026 | $50,001 - $100,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 161 | SP | THE HOME DEPOT, 1NC. CMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.89 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 162 | SP | MASTERCARD INCORPORATED CMN CLASS A | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 163 | SP | APPLE INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 164 | SP | THERMOFISHER SCIENTIFIC INCCMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 165 | SP | BOOXING HOLDINGSINC CMN | — | P | — | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 166 | SP | BLACKROOK FUNDING,INCCMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 167 | SP | BOFAFINANCELLCLINKEDTOS&P5OO INDEX | — | P | 02/26/2026 | 03/04/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | Feb 26, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 168 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | BRK-B0.92 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 169 | SP | VISA 1NC. CMN CLA5S A | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 170 | SP | ABBVIE INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 171 | SP | INYUITIVE SURGICALINC.CMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 172 | SP | LAM RESEARCH CORPORATION CMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.88 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 173 | SP | BLACKSTONEGROUP INC/THE CMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.83 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 174 | SP | S&PGLOBALINC.CMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.88 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 175 | SP | UBER TECHNOLOGIES, INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.90 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 176 | SP | MOODY'S CORPORATION CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 177 | SP | MICAOCHIP TECHNOLOGY INCORPORA CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 178 | SP | QUALCOMM INC CMN OCR: amount unclear, layout unrecognised | — | P | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 179 | SP | CROWDSTRIKE HOLDINGS, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 180 | SP | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A OCR: amount unclear, layout unrecognised | — | P | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 181 | SP | KLA CORP CMN OCR: amount unclear, layout unrecognised | — | P | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 182 | SP | AUTODESK, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 183 | SP | GENIUSSPORTSLTDCMN OCR: amount unclear, layout unrecognised | — | P | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | — | Unknown | Reviewnot modelled |
| 184 | SP | GENIUSSPORTSLTD CMN OCR: amount unclear, layout unrecognised | — | P | 02/06/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Feb 6, 2026 | — | Stock | Reviewnot modelled |
| 185 | ? | DATADOG, INC. CMN CLASS A OCR: owner unreadable, amount unclear, layout unrecognised | — | P | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Unknown | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 186 | SP | CORPAY INC CMN OCR: amount unclear, layout unrecognised | — | P | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 187 | SP | ANALOG DEVICES, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 188 | SP | BERKSHIRE HATHAWAY INC.CLASS B OCR: amount unclear, layout unrecognised | — | P | 02/06/2026 | 03/04/2026 | — | 0.30 | BRK-B0.92 | BuyBuy | Spouse | Feb 6, 2026 | — | Stock | Reviewnot modelled |
| 189 | SP | WALT DISNEY COMPANY (THE) CMN OCR: amount unclear, layout unrecognised | — | P | 02/05/2026 | 03/04/2026 | — | 0.30 | THE0.95 | BuyBuy | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 190 | SP | BANK OF AMERICA CORP CMN OCR: amount unclear, layout unrecognised | — | P | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 191 | SP | ALBERTSONS COMPANIES, INC. CMN CLASS A OCR: amount unclear, layout unrecognised | — | P | 02/12/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 12, 2026 | — | Stock | Reviewnot modelled |
| 192 | SP | APTIV PLC CMN OCR: amount unclear, layout unrecognised | — | P | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 193 | SP | PALANTIR TECHNOLOGIES INC CMN OCR: layout unrecognised | — | P | 02/05/2026 | 03/04/2026 | $50,001 - $100,000 | 0.30 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 194 | SP | MICRON TECHNOLOGY, INC. CMN OCR: amount unclear, layout unrecognised, date uncertain | — | P | 02/05/2025 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 5, 2025 | — | Stock | Reviewnot modelled |
| 195 | SP | APPLOVIN CORPORATION CMN CLASS OCR: amount unclear, layout unrecognised | — | P | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 196 | SP | MAPLEBEAR INC. CMN | — | P | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 197 | SP | MAPLEBEAR INC. CMN | — | P | — | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 198 | SP | GARTNER, INC. CMN | — | P | 02/09/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Feb 9, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 199 | SP | GARTNER, JNC. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 200 | SP | GARTNER, INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 201 | SP | PINTERESTINCCMNCLASSA | — | P | 02/03/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 3, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 202 | SP | MAPLEBEARINC.CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 203 | SP | MONOLITHICPOWERSYSTEMS,INC CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 204 | SP | STARBUCKS CORP. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 205 | SP | MAPLEBEAR INC. CMN | — | P | 02/25/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 25, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 206 | SP | DECKERS OUTDOORS CORP CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 207 | SP | ALBERTSONS COMPANIES, INC. CMN CLASS A | — | P | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 208 | SP | GARTNER, INC CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 209 | SP | PROLOGIS INC CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 210 | SP | TERADYNE INC CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 211 | SP | BLACKSTONE GROUP INC/THE CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 212 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | P | 02/03/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 3, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 213 | SP | [GARTNER, INC. CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 214 | SP | uNDE pLC CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 215 | SP | MAPLEBEAR INC. CMN | — | P | 02/18/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 216 | SP | FACTSET RESEARCH SYSTEMS INC CMN PINTEREST INC CMN CLASS A EQUINIX, INC. REIT OCR: rows merged | — | P | 02/03/2026 | 03/04/2026 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Spouse | Feb 3, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 217 | SP | AMRIZE AG CMN | — | P | 02/04/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 218 | ? | EQUINIX, INC. REIT ALBERTSONS COMPANIES, INC. CMN CasS A OCR: owner unreadable, amount unclear, rows merged | — | P | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Unknown | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 219 | SP | CARVANA CO. CMN CLASS A | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 220 | SP | ALBERTSONS COMPANIES, INC. CMN CLASS A | — | P | 02/25/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Feb 25, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 221 | ? | GENIUS SPORTS LTD CMN EXPEDIAGROUPINCCMN OCR: owner unreadable, rows merged | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Unknown | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 222 | SP | LULULEMON ATHLETICA INC. CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 223 | SP | ALBERTSONS COMPANIES, INC. CMN CLASS A | — | P | 02/23/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Feb 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 224 | SP | KEYSIGHT TECHNOLOGIES, INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 225 | SP | 3M COMPANY CMN ALBERTSONS COMPANIES, INC. CMN CLASS A | — | P | 02/18/2026 | 03/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 226 | SP | ALBEMARLECORPCMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 227 | SP | TIX COMPANIES INC (NEW) CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.60 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 228 | SP | STANLEY BLACK & DECKER, INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 229 | SP | STARBUCKS CORP. CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 230 | SP | BRISTOL-MYERS SQUIBB COMPANY CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 231 | SP | SYNCHRONY FINANCIAL CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 232 | SP | SUPER MICRO COMPUTER, INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 233 | SP | ROBINHOODMARKETSINC.CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 234 | SP | GEHEALTHCARETECHNOLOGIESINC CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 235 | SP | JOHNSON & JOHNSON CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 236 | SP | AIR PRODUCTS & CHEMICALSINC CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 237 | SP | QNITY ELECTRONICS, INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 238 | SP | ALBERTSONS COMPANIES, INC. CMN CLASS A | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 239 | SP | TRADE DESK, INC (THE) CMN | — | P | — | 03/04/2026 | $1,001 - $15,000 | 0.94 | THE0.95 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 240 | SP | LOWESCOMPANIESINCCMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 241 | SP | MAPLEBEARINC.CMN | — | P | 02/20/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 20, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 242 | SP | MAPLEBEAR INC. CMN | — | P | 02/19/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Feb 19, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 243 | SP | AMERICAN TOWER CORPORATIDN CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 244 | SP | COINBASE GLOBAL, INC, CMN CLASS A | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 245 | SP | CONSTELLATION ENERGY CORP CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 246 | SP | GARTNER, INC CMN | — | P | 02/10/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 247 | SP | MAPLEBEARINC.CMN | — | P | 02/23/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 248 | SP | MAPLEBEAR INC.CMN | — | P | 02/26/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 26, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 249 | SP | NCR VOYIX CORP CMN CLASS A | — | P | 02/04/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 250 | SP | ICOINBASE GLOBAL, INC. CMN CLASS A | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 251 | SP | TENABLE HOLDINGS, INC CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 252 | SP | GENIUS SPORTS LTO CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 253 | SP | ADVANCED MICRO DEVICES, INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 254 | SP | LuLuLEmon AtHLETIcA InC. Cmn | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 255 | SP | GENIUSSPORTSLTDCMN | — | P | 02/18/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 18, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 256 | SP | CANADIAN IMPERIAL BANK OF COMM UNKEDTOS&P5OOINDEX | — | S | 02/10/2026 | 03/04/2026 | $100,001 - $250,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 10, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 257 | SP | BNPPARIBASLUNKEDTO S&P500 INDEX | — | S | 02/10/2026 | 03/04/2026 | $50,001 - $100,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 10, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 258 | SP | AMAZON.COMINC CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $50,001 - $100,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 5, 2026 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 259 | SP | NVIDIA CORPORATION CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $50,001 - $100,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Feb 5, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 260 | SP | INTL BUSINESS MACHINES CORP CMN | — | S | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 261 | SP | JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX | — | S | 02/10/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 10, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 262 | SP | APPLEDMATERIALSINCCMN | — | S | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 263 | SP | BROADCOM INC. CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 264 | SP | MASTERCARD INCORPORATED CMN CLASS A | — | S | 02/06/2026 | 03/04/2026 | $15,001 - $50,000 | 0.93 | —0.90 | SellSell | Spouse | Feb 6, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 265 | SP | XCEL ENERGY INC. CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 266 | SP | BOSTON SCIENTIFIC CORP. COMMON STOCK | — | S (partial) | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.93 | BSX0.95 | PartialPartial sale | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 267 | SP | O'REIllY AUTOMOTIVE, InC. CMN | — | S | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.93 | —0.82 | SellSell | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 268 | SP | CHARLES SCHWAB CORPORATION CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 269 | SP | ARTHURJ GALLAGHER & CO CMN | — | S | 02/06/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | SellSell | Spouse | Feb 6, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 270 | SP | VERTEX PHARMACEUTICALS 1NCORPO CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 271 | SP | AMERICAN EXPRESS CO.CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 272 | SP | VISA INC. CMN CLASS A | — | S | 02/06/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 6, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 273 | SP | CAPITAL ONE FINANCIAL CORP CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 274 | SP | NVIDIA CORPORATION CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $15,001 - $50,000 | 0.87 | —0.90 | PartialPartial sale | Spouse | Feb 6, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 275 | SP | MICROCHIP TECHNOLOGY INCORPORA CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Feb 6, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 276 | SP | ORACLECORPORATON CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 277 | SP | ALPHABET INC, CMN CLASS A | — | S (partial) | 02/06/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 6, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 278 | SP | PHILIP MORRIS INTL INC CMN | — | S | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 279 | SP | CORTEVA, INC. CMN | — | S | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.90 | SellSell | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 280 | SP | VERISKANALYTICS,JNC,CMN | — | S | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 281 | SP | DIGITAL REALTY TRUST, INC, CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 282 | SP | CADENCE DESIGN SYSTEMS INC CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 283 | SP | CAMDEN PROPERTY TRUST CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 284 | SP | NASDAQ INC. CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/06/2026 | 03/04/2026 | — | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 6, 2026 | — | Stock | Reviewnot modelled |
| 285 | SP | PALO ALTO NETWORKS INC. CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 286 | SP | THE BANK OF NY MELION CORP CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 287 | SP | GRAPHIC PACKAGING HLDGCO CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/09/2026 | 03/04/2026 | — | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 9, 2026 | — | Stock | Reviewnot modelled |
| 288 | SP | ROPER TECHNOLOGIES INC CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 289 | SP | BOOKING HOLDINGS INC. CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/06/2026 | 03/04/2026 | — | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 6, 2026 | — | Stock | Reviewnot modelled |
| 290 | SP | NXP SEMICONDUCTORS N.Y. CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.81 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 291 | SP | PENN ENTERTAINMENT INC CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/06/2026 | 03/04/2026 | — | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 6, 2026 | — | Stock | Reviewnot modelled |
| 292 | SP | WORKDAY, INC. CMN CLaSS A OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 293 | SP | APOLLO GLOBAL MANAGEMENT INC CMN (LASS A OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 294 | SP | SYNOPSYS, INC. CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 295 | SP | ALPHABET INC. CMN CLASS A OCR: amount unclear, layout unrecognised | — | S (partial) | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.00 | PartialPartial sale | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 296 | SP | AIRBNB, INC. CMN CLASS A OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 297 | SP | KKR & CO. INC. CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 298 | SP | ELECTRONICARTS CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 299 | SP | NETFLIX, INC. CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 300 | SP | FORTINET, INC. CMN | — | S | 02/05/2026 | — | $1,001 - $15,000 | 0.88 | —0.90 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 301 | SP | BLACKROCK FUNDING,INC.CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 302 | SP | AMEREN CORPORATIONCMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 303 | SP | JACKHENRY&ASSOC INCCMN | — | S | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 304 | SP | ROYALBANK OF CANADAUNKED TO S&P 500 INDEX | — | S (partial) | 02/10/2026 | 03/04/2026 | $1,001 - $15,000 | 0.86 | —0.00 | PartialPartial sale | Spouse | Feb 10, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 305 | SP | NASDAQINC. CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 306 | SP | ANALOG DEVICES, 1NC. CMN | — | S | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 307 | SP | TESLA, INC. CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 308 | SP | AXALTA COATING SYSTEMS LTD. CMN | — | S (partial) | 02/04/2026 | 03/04/2026 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 309 | SP | EDWARDSUFESCIENCESCORPORATI CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 310 | SP | PtC INC. CMn | — | S | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 311 | SP | AXALTA COATING SYSTEMS ETD. CMN | — | S (partial) | 02/12/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Feb 12, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 312 | SP | UBER TECHNOLOGIES, INC. CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 313 | SP | ZIMMER BIOMETHOLDINGS INC | — | S (partial) | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 314 | SP | GENERAL MOTORS COMPANY CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 315 | SP | DELL TECHNOLOG1ES INC. CMN CLASS | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 316 | SP | iTRIMBLE INC CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 317 | ? | Pravide fel eame, mot ticker ymbol OCR: owner unreadable, date unreadable, layout unrecognised, low text confidence | — | S (partial) | — | — | $50,001 - $100,000 | 0.30 | —0.00 | PartialPartial sale | Unknown | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 318 | SP | EQUifAX iNC. CMN OCR: layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 319 | ? | TRUIST FINANCIAL CORPORATION CMN ARiStA NETWoRKS, Inc. CMn FACISET RESEARCH SYSTEMS INC CMN WARNER BROS DISCOVERYINCCMN CLASS A OCR: owner unreadable, layout unrecognised, rows merged | — | S (partial) | 02/25/2026 | 03/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | PartialPartial sale | Unknown | Feb 25, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 320 | SP | ROCKWELL AUTOMATION INC CMN OCR: layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 321 | ? | CUMMINS INC COMMON STOCK SEAGATE TECHNOLOGY HOLDIN PLC REVWITY INC CN OCR: owner unreadable, layout unrecognised, rows merged | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Unknown | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 322 | SP | BloCK, InC. CMn ClasS A OCR: layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 323 | SP | ALPHABET INC, CMN CLASS C CALLAWAY GOLF COMPANY CMN OCR: amount unclear, layout unrecognised, rows merged | — | S (partial) | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.00 | PartialPartial sale | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 324 | SP | WESTERN DIGITAL CORPORATION CMN OCR: layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 325 | SP | SS&C TECHNOLOGIES HOLDINGS, IN CMN OCR: layout unrecognised | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 326 | SP | COSTAR GROUP, INC. CMN OCR: layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 327 | SP | CHARLES SCHWAB CORPORATION CMN OCR: layout unrecognised | — | S | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | SellSell | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 328 | SP | STERIS PUBLIC LIMITED COMPANY OCR: layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 329 | SP | AXALTA COATING SYSTEMS LTD, CMN OCR: layout unrecognised | — | S (partial) | 02/03/2026 | 03/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 3, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 330 | SP | [EU LILLY & CO CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/05/2026 | — | — | 0.30 | —0.00 | PartialPartial sale | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 331 | SP | GARMIN LTD CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | — | — | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 332 | SP | AXALTA COATING SYSTEMS LTD, CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/17/2026 | — | — | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 333 | SP | FAIR ISAAC INC CMN S&P GLOBAL INC. CMN OCR: amount unclear, layout unrecognised, rows merged | — | S | 02/05/2026 | — | — | 0.30 | —0.00 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 334 | SP | ITesla, Inc. Cmn OCR: amount unclear, layout unrecognised | — | S (partial) | 02/05/2026 | — | — | 0.30 | —0.00 | PartialPartial sale | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 335 | SP | GEN DIGITAL INC CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | — | — | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 336 | SP | CALLAWAY GOLF COMPANY CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/05/2026 | — | — | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 337 | SP | CARDINaL HEALTH, INC. CMn OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | — | — | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 338 | SP | FREEPORT-MCMORAN INC CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | — | — | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 339 | SP | CENTENE CORPORATION CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | — | — | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 340 | SP | NEWS CORPORATION CMN CLASS A OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | — | — | 0.30 | —0.00 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 341 | SP | INTELCORPORATION CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/06/2026 | — | — | 0.30 | —0.00 | PartialPartial sale | Spouse | Feb 6, 2026 | — | Stock | Reviewnot modelled |
| 342 | SP | LIVE NATION ENTERTAINMENT INC CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | — | — | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 343 | SP | TRUIST FINANCIAL CORPORATION CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/05/2026 | — | — | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 344 | SP | GRAPHIC PACKAGING HLDGCO CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/23/2026 | — | — | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 23, 2026 | — | Stock | Reviewnot modelled |
| 345 | SP | BOSTON SCIENTIFIC CORP. COMMON ISTOCK OCR: amount unclear, layout unrecognised | — | S (partial) | 02/06/2026 | — | — | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 6, 2026 | — | Unknown | Reviewnot modelled |
| 346 | SP | DEXCOM, INC. CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 347 | ? | ARES MANAGEMENT CORPORATION CMN CLASS A ZIMMER BIOMET HOLDINGS INC AUTODESK, INC, CMN CITIGROUP INC. CMN OCR: owner unreadable, amount unclear, layout unrecognised, rows merged | — | S (partial) | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.00 | PartialPartial sale | Unknown | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 348 | SP | LINDE PLCCMN NORTHERN TRUST CORP CMN DOMINO'S PIZZA, INC. CMN OCR: amount unclear, layout unrecognised, rows merged | — | S | 02/06/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 6, 2026 | — | Stock | Reviewnot modelled |
| 349 | SP | ESSEX PROPERTY TRUST INC CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 350 | SP | PENN ENTERTAINMENT INC CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 351 | ? | SS&C TECHNOLOGIES HOLDINGS, IN CMN WEST PHARMACEUTICALSERVICES INC OCR: owner unreadable, amount unclear, layout unrecognised, rows merged | — | S (partial) | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | PartialPartial sale | Unknown | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 352 | SP | EBAY 1NC. CMN VERISIGN, INC. CMN OCR: amount unclear, layout unrecognised, rows merged | — | S | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 353 | SP | ALPHABET INC. CMN CLASS C OCR: amount unclear, layout unrecognised | — | S (partial) | 02/04/2026 | 03/04/2026 | — | 0.30 | —0.00 | PartialPartial sale | Spouse | Feb 4, 2026 | — | Stock | Reviewnot modelled |
| 354 | SP | SS&C TECHNOLOGIES HOLDINGS, IN ICMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/25/2026 | 03/04/2026 | — | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 25, 2026 | — | Unknown | Reviewnot modelled |
| 355 | SP | EVEREST GROUP LTD CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 356 | SP | STATE STREET CORPORATION (NEW) CMN OCR: amount unclear, layout unrecognised | — | S | 02/05/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 5, 2026 | — | Stock | Reviewnot modelled |
| 357 | SP | ALPHABET INC. CMN CLASS c | — | S (partial) | 02/23/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 358 | SP | TJX COMPANIES INC (NEW) CMN | — | S | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 359 | SP | NORTHERN TRUST CORP CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 360 | SP | XCEL ENERGY INC. CMN | — | S | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 361 | SP | TAKETWO INTERACTIVE SOFTWARE INC | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | TTWO0.92 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 362 | SP | SS&C TECHNOLOGIES HOLDINGS, IN CMN | — | S | 02/26/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Feb 26, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 363 | SP | VISTRA CORP CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 364 | SP | BXPINC COMMON STOCK | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 365 | SP | GE HEALTHCARE TECHNOLOGIES INC CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 366 | SP | INTERACTIVE BROKERS GROUP, INC CMN ClASS A | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 367 | SP | CHARLES RIVER LABORATORIES INT CMN' | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 368 | SP | DOORDASH INC CMN CLASS A | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 369 | SP | SOUTHWEST AIRUNES CO CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 370 | SP | MOLINA HEALTHCARE, INC. CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 371 | SP | BIOGEN INC. CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 372 | SP | QUANTA SERVICESINC CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 373 | SP | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 02/02/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 374 | SP | ARISTA NETWORKS, INC. CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 375 | SP | SS&C TECHNOLOGIES HOLDINGS, IN CMN | — | S (partial) | 02/18/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 376 | SP | BOFA FINANCE LLC LINKED TO S&PSOO INDEX OCR: amount unclear, layout unrecognised | — | P | 02/26/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Feb 26, 2026 | — | Unknown | Reviewnot modelled |
| 377 | SP | BANCO BILBAO VIZCAYA S A ADR SPONSORED ADR CMN USD0.3296 OCR: amount unclear, layout unrecognised | — | P | 02/13/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | — | Stock | Reviewnot modelled |
| 378 | SP | VISA INC. CMN CLASS A OCR: amount unclear, layout unrecognised | — | P | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 379 | SP | MASTERCARDINCORPORATED CMN CLASS A OCR: amount unclear, layout unrecognised | — | P | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 380 | SP | PAYCHEX, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 381 | ? | SERVICENOW INC CMN OCR: owner unreadable, amount unclear, layout unrecognised | — | P | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Unknown | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 382 | SP | ITHE PROGRESSIVE CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 383 | SP | INTUIT INC CMN OCR: amount unclear, layout unrecognised | — | P | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 384 | SP | ADOBE INC CMN OCR: amount unclear, layout unrecognised | — | P | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 385 | SP | SONY GROUP CORPORATION SPONSOREDADRCMN OCR: amount unclear, layout unrecognised | — | P | 02/13/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | — | Unknown | Reviewnot modelled |
| 386 | SP | FISERV, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 387 | SP | SAP SE (SPON ADR) OCR: amount unclear, layout unrecognised | — | P | 02/13/2026 | 03/04/2026 | — | 0.30 | SAP0.95 | BuyBuy | Spouse | Feb 13, 2026 | — | Stock | Reviewnot modelled |
| 388 | SP | BOSTON SCENTIFIC CORP. COMMON STOCK OCR: amount unclear, layout unrecognised | — | P | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.87 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 389 | SP | T-MOBILE US, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 390 | SP | STRYKER CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 391 | SP | NOVO-NORDISK A/S ADR ADR CMN OCR: amount unclear, layout unrecognised | — | P | 02/13/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 13, 2026 | — | Stock | Reviewnot modelled |
| 392 | SP | FAIR ISAAC INC CMN OCR: amount unclear, layout unrecognised | — | P | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 393 | SP | KIMBERLY-CLARK CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 394 | SP | CIGNA GROUP/THE CMN OCR: amount unclear, layout unrecognised | — | P | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 395 | SP | ORACIE CORPORATION CMN ELEVANCE HEALTH INC CMN OCR: amount unclear, layout unrecognised, rows merged | — | P | 02/17/2026 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 396 | SP | CROWDSTRIKE HOLDINGS, INC, CMN OCR: amount unclear, layout unrecognised | — | P | 02/17/2026 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 397 | ? | ARESMANAGEMENT CORPORATION CMN CLASS A AON PUBLC LIMITED COMPANY CMN CLASS A AT&TINC, CMN OCR: owner unreadable, amount unclear, layout unrecognised, rows merged | — | P | 03/04/2026 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Mar 4, 2026 | — | Stock | Reviewnot modelled |
| 398 | SP | AIRBNB, INC. CMN CLASS A TAKE TWO INTERACTIVE SOFTWARE OCR: amount unclear, layout unrecognised, rows merged | — | P | 03/04/2026 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Mar 4, 2026 | — | Stock | Reviewnot modelled |
| 399 | SP | NIKE CLASS-B CMN CLASS B FORTINET, INC. CMN OCR: amount unclear, layout unrecognised, rows merged | — | P | 02/17/2026 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 400 | SP | NEtFLIX, 1nc. CMN OCR: amount unclear, layout unrecognised | — | P | 03/04/2026 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Mar 4, 2026 | — | Stock | Reviewnot modelled |
| 401 | SP | THE HOME DEPOT, INC. CMN CHARTER COMMUNICATIONS, INC. CMN OCR: amount unclear, layout unrecognised, rows merged | — | P | 02/17/2026 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 402 | SP | MARSH ORD CMN OCR: amount unclear, layout unrecognised | — | P | 02/17/2026 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 403 | ? | ZIMMER BIOMET HOLDINGS INC STARBUCKS CORP. CMN OCR: owner unreadable, amount unclear, layout unrecognised, rows merged | — | P | 03/04/2026 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Mar 4, 2026 | — | Stock | Reviewnot modelled |
| 404 | SP | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A OCR: amount unclear, layout unrecognised | — | P | 02/17/2026 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 405 | SP | AMCOR PLC CMN OCR: amount unclear, layout unrecognised | — | P | 02/17/2026 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 406 | SP | GODADDY INC. CMN CLASS A OCR: amount unclear, layout unrecognised | — | P | 02/17/2026 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 407 | — | SP OCR: type unclear, layout unrecognised | — | — | — | 02/17/2026 | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Self | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 408 | — | SP OCR: type unclear, layout unrecognised | — | — | 02/13/2026 | 02/13/2026 | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Self | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 409 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 02/13/2026 | 02/13/2026 | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Self | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 410 | — | SP OCR: type unclear, layout unrecognised, rows merged | — | — | 02/13/2026 | 02/13/2026 | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Self | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 411 | — | SP OCR: type unclear, layout unrecognised, rows merged | — | — | 02/13/2026 | 02/13/2026 | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Self | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 412 | — | SP SP OCR: type unclear, layout unrecognised, rows merged | — | — | 02/13/2026 | 02/13/2026 | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Self | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 413 | — | SP SP SP OCR: type unclear, layout unrecognised, rows merged | — | — | 02/13/2026 | 02/13/2026 | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Self | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 414 | — | SP OCR: type unclear, layout unrecognised, date order | — | — | 05/15/2026 | 02/27/2026 | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Self | May 15, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 415 | — | — OCR: type unclear, asset missing, layout unrecognised, date order | — | — | 04/30/2026 | 02/20/2026 | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 30, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 416 | — | — OCR: type unclear, asset missing, layout unrecognised, date order | — | — | 04/24/2026 | 02/13/2026 | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 417 | — | SP OCR: type unclear, layout unrecognised, date order | — | — | 04/10/2026 | 02/05/2026 | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 10, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 418 | — | SP OCR: type unclear, amount unclear, layout unrecognised | — | — | — | 02/17/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | — | — | Unknown | Reviewnot modelled |
| 419 | SP | [ABBOTT LABORATORIES CMN | — | S | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.90 | SellSell | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 420 | SP | SAP AG CMN | — | S | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 421 | SP | SALESFORCEINC CMN | — | S (partial) | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 422 | SP | BOOKING HOLDINGS INC. CMN | — | S | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 423 | SP | ASIRAZENECA PLC CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 424 | SP | SUMITOMO MITSUI FINANCIAL GRP SPONSOREDADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 425 | SP | UBER TECHNOLOGiES, INC. CMN | — | S | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 426 | SP | HSBCHOLDINGSPLC SPONSOREDADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 427 | SP | AMAZON.COM INC CMN | — | S (partial) | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 428 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | S (partial) | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | BRK-B0.92 | PartialPartial sale | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 429 | SP | S&P GLOBAL INC. CMN | — | S | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 430 | SP | HCAHEALTHCAREINCCMN | — | S | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | SellSell | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 431 | SP | ADVANCED MICRO DEVICES, INC, CMN | — | S (partial) | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 432 | SP | INTUITIVE SURGICAL, INC. CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 433 | SP | KKR & CO, INC. CMN | — | S (partial) | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 434 | SP | ING GROEP N.V.SPONS ADR SPONSOREDADRCMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 435 | SP | VERISK ANALYTICS, INC. CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 436 | SP | PALO ALTO NETWORKS INC.CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 437 | SP | ARTHURJ GALLAGHER & CO CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 438 | SP | AUTOMATIC DATA PROCESSING INC CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 439 | SP | WALT DISNEY COMPANY (THE) CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | THE0.95 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 440 | SP | COPART, INC. CMN QUALCOMM INC CMN OCR: amount unclear, layout unrecognised, rows merged | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 441 | ? | APPLOVIN CORPORATION CMN CLASS AUTOdESK, INC. CMN COCA-COLA COMPANY [THE) CMN OCR: owner unreadable, amount unclear, layout unrecognised, rows merged | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Unknown | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 442 | SP | BIACKSTONE GROUP INC/THE CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 443 | SP | ROPER TECHNOLOGIES INC CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 444 | SP | INTERCONTINENTAL EXCHANGE INC CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 445 | SP | PAYPAL HOLDINGS, INC. CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 446 | SP | CBRE GROUP, INC. CMN CLASS A OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 447 | SP | SYNOPSYS, INC. CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 448 | SP | RIO TINTO PLC SPONSORED ADR OCR: amount unclear, layout unrecognised | — | S (partial) | 02/13/2026 | 03/04/2026 | — | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 13, 2026 | — | Stock | Reviewnot modelled |
| 449 | SP | SHELLPLC SPONSOREDADRCMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/13/2026 | 03/04/2026 | — | 0.30 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | — | Unknown | Reviewnot modelled |
| 450 | SP | HUMANA INC. CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 451 | SP | JPMORGANCHASE&COCMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | PartialPartial sale | Spouse | Feb 17, 2026 | — | Unknown | Reviewnot modelled |
| 452 | SP | BROWN & BROWN, INc. CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 453 | — | Fu Accet Namt OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $1,000,001 - $5,000,000 | 0.30 | —0.00 | SellSell | Self | — | $1,000,001 - $5,000,000mid $3M | Unknown | Reviewnot modelled |
| 454 | ? | HARTFORD INSURANCE GROUP INC/T ASML HOLDING N.V. ADR CMN OCR: owner unreadable, layout unrecognised, rows merged | — | S | 02/17/2026 | 03/04/2026 | $1,000,001 - $5,000,000 | 0.30 | —0.90 | SellSell | Unknown | Feb 17, 2026 | $1,000,001 - $5,000,000mid $3M | Stock | Reviewnot modelled |
| 455 | SP | GARTNER, INC. CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 456 | ? | TAIWAN SEMICONDUCTOR MFG ADS LTDADS1ADSEQUALSSORDS APOLLO GLOEAL MANAGEMENT INC CMN CLASS A CONSTELLATION BRANDS INC CMN CLASS A EQUIFAX INC. CMN OCR: owner unreadable, amount unclear, layout unrecognised, rows merged | — | S | 02/13/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Unknown | Feb 13, 2026 | — | Stock | Reviewnot modelled |
| 457 | SP | FACTSET RESEARCHSYSTEMS INC CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.81 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 458 | SP | GLOBAL PAYMENTS INC.CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 459 | SP | CAP GEMINI ADR CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/13/2026 | 03/04/2026 | — | 0.30 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | — | Stock | Reviewnot modelled |
| 460 | SP | BLOCK, INC. CMN CLASS A OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 461 | SP | iTRADE DESK, INC. [THE) CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 462 | SP | WORKDAY, INC. CMN CLASS A OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 463 | SP | MOODY'SCORPORATIONCMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 17, 2026 | — | Unknown | Reviewnot modelled |
| 464 | ? | QUESTDIAGNOSTICSINCORPORATED CMN OCR: owner unreadable, amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Unknown | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 465 | SP | CARVANA CO. CMN CLASS A OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 466 | SP | REALTYINCOMECORPORATION CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 467 | SP | ROLLINSINC.AEGOFFSCTASK0796638 OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 17, 2026 | — | Unknown | Reviewnot modelled |
| 468 | SP | IACCENTUREPLCCMNCLASSA OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 17, 2026 | — | Unknown | Reviewnot modelled |
| 469 | SP | INTELCORPORATION CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 470 | SP | GENUINE PARTS CO.CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 471 | SP | W.R.BERKLEYCORPORATIONCMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 17, 2026 | — | Unknown | Reviewnot modelled |
| 472 | SP | COMCAST CORPORATION CMN CUASS A VOTING OCR: amount unclear, layout unrecognised | — | S (partial) | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | PartialPartial sale | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 473 | SP | IDEXX LABORATORIES CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 474 | SP | TYLER TECHNOLOGIES, INC. CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | — | — | 0.30 | —0.90 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 475 | SP | PTC INC. CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 476 | SP | DEERE & COMPANY CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 477 | SP | BEST BUY CO INC CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 478 | SP | ISHARESMSCIAUSTRALAETF OCR: amount unclear, layout unrecognised | — | S (partial) | 02/13/2026 | 03/04/2026 | — | 0.30 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | — | Unknown | Reviewnot modelled |
| 479 | SP | DELL TECHNOLOGIES INC. CMN CLASS OCR: amount unclear, layout unrecognised | — | S (partial) | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 480 | SP | MOLINA HEALTHCARE, JNC. CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 481 | SP | BROADRIDGE FINANCIAL SOLUTIONS IN CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 482 | SP | (MSCI iNC. CMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 483 | SP | OMNICOM GROUPCMN OCR: amount unclear, layout unrecognised | — | S | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Feb 17, 2026 | — | Unknown | Reviewnot modelled |
| 484 | SP | TOYOTA MOTOR CORPORATION'SPON ADR OCR: amount unclear, layout unrecognised | — | S (partial) | 02/13/2026 | 03/04/2026 | — | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 13, 2026 | — | Stock | Reviewnot modelled |
| 485 | SP | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADR CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/13/2026 | 03/04/2026 | — | 0.30 | —0.90 | PartialPartial sale | Spouse | Feb 13, 2026 | — | Stock | Reviewnot modelled |
| 486 | SP | NOVARTIS AG-ADR SPONSORED ADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 487 | SP | COCA-COLA EUROPEAN PARTNERS PL CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 488 | SP | VINCI SA ADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 489 | SP | KONINKLIJKE AHOLD N.V. SPONSORED ADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 490 | SP | COMPASS GROUP PLC SPONSORED ADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 491 | SP | SIEMENS AKTIENGESELLSCHAFT SPONSORED ADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 492 | SP | INDUSTRIA DE DISENO TEXTIL S. ADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 493 | SP | SCHNEIDER ELECTRIC SE UNSPONSOREDADR (FRANCE) | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.81 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 494 | SP | ENEL SOCIETA PER AZIONI ADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 495 | SP | INFINEON TECHNOLOGIES AG - ADR SPONSOREDADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | IFNNY0.95 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 496 | SP | CAPITAL ONE FINANCIAL CORPORAT HYBRID05/10/2033USD | — | P | 02/02/2026 | 03/04/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | Feb 2, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 497 | SP | AUTONATION INC 3.85% 03/01/2032 USD METLIFE, INC. HYBRID 03/1S/2056 OCR: rows merged | — | P | 02/02/2026 | 03/04/2026 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Spouse | Feb 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 498 | SP | NEXTERA ENERGY CAPITAL HOLDING HYBRID 06/15/2054 USD EVERSOURCE ENERGY HYBRID 08/15/2056 OCR: amount unclear, rows merged | — | P | 02/17/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Feb 17, 2026 | — | Unknown | Reviewnot modelled |
| 499 | DC | ISHARES BITCOIN TRUST ETF ETF | — | P | 02/26/2026 | 03/04/2026 | $100,001 - $250,000 | 0.91 | —0.90 | BuyBuy | Dependent | Feb 26, 2026 | $100,001 - $250,000mid $175K | Crypto | Reviewnot modelled |
| 500 | DC | THE BANK OF NOVA SCOTIA LINKED TO S&P500INDEX | — | P | 02/11/2026 | 03/04/2026 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Dependent | Feb 11, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 501 | DC | CITIGROUP INC. LINKED TO S&P SO0 INDEX | — | P | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.91 | —0.00 | BuyBuy | Dependent | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 502 | DC | UBS AG LINKED TO S&P5OO INDEX | — | P | 02/25/2026 | 03/04/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Dependent | Feb 25, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 503 | DC | JPMORGAN CHASE & CO. LINKED TO S&P S0O INDEX | — | P | 02/18/2026 | 03/04/2026 | $15,001 - $50,000 | 0.88 | —0.00 | BuyBuy | Dependent | Feb 18, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 504 | DC | BOFA FINANCE LLC LINKED TO S&P 5O0 INDEX | — | P | 02/23/2026 | 03/04/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Dependent | Feb 23, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 505 | DC | OHIO ST ADULT CORRECTIONA REV 5.0000% 10/01/26 A0 | — | P | 02/02/2026 | 03/04/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Dependent | Feb 2, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 506 | DC | APPLIED MATERIALS INC CMN | — | P | 02/19/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | Feb 19, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 507 | DC | MIDDLETOWN OHIO GO 5% 12/01/26 | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Feb 17, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 508 | DC | MIRION TECHNOLOGIES INC CMN CLASS A | — | P | 02/19/2026 | 03/04/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Dependent | Feb 19, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 509 | DC | CONSTELLATION ENERGY CORP CMN | — | P | 02/19/2026 | 03/04/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Dependent | Feb 19, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 510 | DC | REGIONAL TRANSN DIST COLO CTFS COPS 5% 06/01/26 JD | — | S | 02/26/2026 | 03/04/2026 | $15,001 - $50,000 | 0.91 | —0.00 | SellSell | Dependent | Feb 26, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 511 | DC | OHIO ST ADULT CORRECTIONA REY 5.0000%10/01/26A0 | — | S | 02/26/2026 | 03/04/2026 | $15,001 - $50,000 | 0.90 | —0.00 | SellSell | Dependent | Feb 26, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 512 | DC | SALESFORCE INC CMN | — | S | 02/19/2026 | 03/04/2026 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Dependent | Feb 19, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 513 | DC | CATERPILLAR INC (DELAWARE) CMN | — | S (partial) | 02/19/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Dependent | Feb 19, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 514 | DC | XCELENERGYINC.CMN | — | S (partial) | 02/19/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Feb 19, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 515 | SP | NETFLIX INC | — | S | 02/18/2026 | 02/18/2026 | $1,001 - $15,000 | 0.97 | NFLX0.95 | SellSell | Spouse | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 516 | SP | INTUITIVE SURGICALINC | — | S | 02/18/2026 | 02/18/2026 | $1,001 - $15,000 | 0.96 | —0.83 | SellSell | Spouse | Feb 18, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 517 | SP | ABBOTTLABORATORIES | — | S | 02/18/2026 | 02/18/2026 | $1,001 - $15,000 | 0.94 | ABT0.92 | SellSell | Spouse | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 518 | DC | NETFLIX INC | — | S | 02/18/2026 | 02/18/2026 | $1,001 - $15,000 | 0.96 | NFLX0.95 | SellSell | Dependent | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 519 | DC | INTUITIVE SURGICAL INC | — | S | 02/18/2026 | 02/18/2026 | $1,001 - $15,000 | 0.97 | ISRG0.95 | SellSell | Dependent | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 520 | DC | FTICONSULTINGINC | — | S | 02/18/2026 | 02/18/2026 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Feb 18, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 521 | DC | DANAHER CORPORATION COM | — | S | 02/18/2026 | 02/18/2026 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Dependent | Feb 18, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 522 | DC | ABBOTT LABORATORIES | — | S | 02/18/2026 | 02/18/2026 | $1,001 - $15,000 | 0.92 | ABT0.95 | SellSell | Dependent | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 523 | DC | NETFUX INC | — | S | 02/18/2026 | 02/18/2026 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Feb 18, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |