Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 11, 2026
- Filing year
- 2026
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 332
- Parser version
- ocr_grid_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 203
REVIEW OCR 30p, rotation [0]: 332 rows from 26 data pages, 3 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 · 332
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 AMAZON.COM INC CMN OCR: amount unclear, rows merged | — | P | 04/21/2026 | 05/04/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Apr 21, 2026 | — | Stock | Reviewnot modelled |
| 2 | ? | NASDAQ INC. CMN LIONSGATE STUDIOS CORP CMN MICRON TECHNOLOGY,INC. CMN OCR: owner unreadable, rows merged | — | S (partial) | 04/22/2026 | 05/04/2026 | $1,001 - $15,000 | 0.40 | —0.00 | PartialPartial sale | Unknown | Apr 22, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 3 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | P | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.93 | BRK-B0.92 | BuyBuy | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 4 | SP | THE HOME DEPOT, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.92 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 5 | SP | CISCO SYSTEMS, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.93 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 6 | SP | JOHNSON&JOHNSONCMN | — | P | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 7 | SP | THERMO FISHER SCIENTIFIC INC CMN | — | P | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.93 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 8 | SP | STRYKER CORPORATION CMN | — | P | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 9 | SP | AUTOMATIC DATA PROCESSING INC CMN | — | P | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 10 | SP | CAPITAL ONE FINANCIAL CORP CMN | — | P | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 11 | SP | MASTERCARDINCORPORATEDCMN CLASS A | — | P | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 12 | SP | INTUIT INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 13 | SP | INTL BUSINESS MACHINES CORP CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 14 | SP | HONEYWELLINTL INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 15 | SP | VERTEX PHARMACEUTICALS INCORPO CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 16 | SP | PALO ALTO NETWORKS INC.CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 17 | SP | ARES MANAGEMENT CORPORATION CMN CLASS A | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 18 | SP | SERVICENOWINC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 19 | SP | TJX COMPANIES INC (NEW) CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 20 | SP | NEXTERA ENERGY, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 21 | SP | KKR & CO. INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 22 | SP | ACCENTUREPLCCMN CLASSA | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 23 | SP | PFIZER INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 24 | SP | CORPAY INC CMN OCR: amount unclear | — | P | 04/13/2026 | 05/04/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | — | Stock | Reviewnot modelled |
| 25 | SP | NASDAQ INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 26 | SP | CHARLES SCHWAB CORPORATION CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 27 | SP | IDEXXLABORATORIESCMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 28 | SP | EMERSON ELECTRIC CO.CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 29 | SP | COPART, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 30 | SP | ADOBE INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 31 | SP | CADENCE DESIGN SYSTEMS INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 32 | ? | SYNOPSYS, INC. CMN OCR: owner unreadable | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 33 | SP | CHIPOTLE MEXICAN GRILL, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 34 | SP | ECOLAB INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 35 | SP | PAYCHEX, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | SP | MARSH ORD CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 37 | SP | THE BANK OF NY MELLON CORP CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 38 | SP | SEAGATE TECHNOLOGY HOLDIN PLC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 39 | — | REGENERON PHARMACEUTICAL INC CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | — | CARVANA CO. CMN CLASS A OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 41 | — | ANALOG DEVICES, INC. CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 42 | — | WESTERN DIGITAL CORPORATION CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 43 | — | AUTOZONE, INC. CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 44 | — | FACTSET RESEARCHSYSTEMS INC CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.81 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 45 | — | PNC FINANCIAL SERVICES GROUP, CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 46 | — | BROADRIDGE FINANCIAL SOLUTIONS IN CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 47 | — | WALT DISNEY COMPANY (THE) CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | THE0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 48 | — | AIR PRODUCTS & CHEMICALS INC CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 49 | — | WORKDAY, INC. CMN CLASS A OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 50 | — | THE PROGRESSIVE CORPORATION CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 51 | — | RAYMOND JAMES FINANCIAL, INC. CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 52 | — | INTERACTIVE BROKERS GROUP, INC CMN CLASS A OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 53 | — | VULCAN MATERIALS CO CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 54 | — | W.W. GRAINGER INC CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 55 | — | DEXCOM, INC. CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 56 | — | BALL CORPORATION CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 57 | SP | ROBINHOOD MARKETS, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 58 | SP | U.S. BANCORP CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 59 | SP | O'REILLY AUTOMOTIVE, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.82 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 60 | SP | CVS HEALTH CORP CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 61 | SP | MSCI INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 62 | SP | DELL TECHNOLOGIES INC, CMN CLASS | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 63 | SP | FORD MOTOR COMPANY CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 64 | SP | HUNTINGTONBANCSHARESINCORPOR | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 65 | SP | AMERICAN TOWER CORPORATION CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 66 | SP | GENERAL MOTORS COMPANY CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 67 | SP | LENNAR CORPORATION CMN CLASS A | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 68 | SP | XYLEM INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 69 | SP | GE HEALTHCARE TECHNOLOGIES INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 70 | SP | UNION PACIFIC CORP. JSE UNPI INT EQTY DN CASH BASE | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 71 | SP | SALESFORCE INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 72 | SP | VERISK ANALYTICS, INC. CMN | — | P | 04/13/2026 | — | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 73 | SP | INTERCONTINENTAL EXCHANGE INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 74 | SP | YUM BRANDS, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 75 | SP | RESMED INC, CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 76 | SP | WELLSFARGO&COMPANYCMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 77 | SP | APPLOVIN CORPORATION CMN CLASS OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 78 | SP | UNITED RENTALS, INC. CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 79 | SP | BROADCOM INC. CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 80 | SP | ORACLE CORPORATION CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 81 | SP | FEDEXCORPORATIONCMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 82 | SP | ALBERTSONS COMPANIES, JNC. CMN CLASS A OCR: type unclear | — | — | 04/27/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 27, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 83 | SP | ROSS STORES,INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.85 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 84 | SP | LULULEMON ATHLETICA INC. CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 85 | SP | TYLER TECHNOLOGIES, INC. CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 86 | SP | POOL CORP CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 87 | SP | NCR VOYIX CORP CMN CLASS A OCR: type unclear | — | — | 04/21/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 21, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 88 | SP | WATERS CORPORATION COMMON STOCK OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | WAT0.95 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 89 | SP | VISTRA CORP EMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 90 | SP | ELEVANCEHEALTHINCCMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 91 | SP | PEPSICO, INC. CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 92 | SP | DOORDASH INC CMN CLASS A OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 93 | — | — OCR: type unclear, asset missing, layout unrecognised, rows merged | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 94 | — | — OCR: type unclear, asset missing, layout unrecognised, rows merged | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 95 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 96 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 97 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | — | Unknown | Reviewnot modelled |
| 98 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, rows merged | — | — | 04/13/2026 | 05/04/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | — | Unknown | Reviewnot modelled |
| 99 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 100 | SP | DANAHER CORPORATION CMN | — | P | — | 05/04/2026 | $1,001 - $15,000 | 0.85 | —0.90 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 101 | SP | CONSTELLATION ENERGY CORP CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 102 | SP | CARRIER GLOBAL CORPORATION CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 103 | SP | NVIDIA CORPORATION CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 104 | SP | MODERNA, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 105 | SP | STANLEY BLACK & DECKER, INC, CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 106 | SP | INTL.FLAVORS & FRAGRANCE CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 107 | SP | UNITED AIRLINES HOLDINGS INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 108 | SP | COOPER COS INC/THE CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 109 | SP | ON SEMICONDUCTOR CORPORATION, CMN OCR: date uncertain | — | P | 04/01/2026 | 05/04/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Spouse | Apr 1, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 110 | SP | STATE STREET CORPORATION (NEW) CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 111 | SP | FRANKLIN RESOURCES INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 112 | SP | REVVITY INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 113 | SP | JNVESCOLTD,CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 114 | SP | MOSAIC COMPANY (THE) CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | THE0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 115 | SP | SOUTHWEST AIRLINES CO CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 116 | SP | HP INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 117 | SP | LINDE PLC CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 118 | SP | FASTENALCOMPANY CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 119 | SP | ALBERTSONS COMPANIES, INC. CMN CLASS A OCR: type unclear | — | — | 04/28/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 28, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 120 | SP | EPAM SYSTEMS, INC. CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 121 | SP | CITIGROUP INC. CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 122 | SP | PHILIP MORRIS INTLINC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 123 | SP | ALBERTSONS COMPANIES,INC.CMN CLASS A OCR: type unclear | — | — | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 124 | SP | WARNER BROSDISCOVERYINC CMN CLASS A OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 125 | SP | MOTOROLA SOLUTIONS INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 126 | SP | ALBERTSONS COMPANIES, INC. CMN CLASS A OCR: type unclear | — | — | 04/23/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 127 | SP | AMERICAN EXPRESS CO, CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 128 | SP | GENIUSSPORTSLTDCMN OCR: type unclear | — | — | 04/14/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Apr 14, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 129 | SP | ALBERTSONS COMPANIES, INC, CMN CLaSS A OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 130 | SP | GENIUS SPORTS LTD CMN OCR: type unclear | — | — | 04/02/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Apr 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 131 | SP | MICROSOFTCORPORATIONCMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 132 | SP | GILEAD SCIENCES CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 133 | SP | MORGAN STANLEY CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 134 | SP | LIONSGATE STUDIOS CORP CMN OCR: type unclear | — | — | 04/20/2026 | 05/04/2026 | $15,001 - $50,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Apr 20, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 135 | SP | PALANTIR TECHNOLOGIES INC, CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 136 | SP | TEXAS INSTRUMENTS INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 137 | SP | REPUBLICSERVICESINCCMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | —0.00 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 138 | SP | VISA INC. CMN CLASS A | — | S (partial) | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 139 | SP | APPLE INC. CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 140 | SP | SHERWIN-WILLIAMS CO CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 141 | SP | OTIS WORLDWIDE CORPORATION CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 142 | SP | BECTON, DICKINSON AND COMPANY CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 143 | SP | AMERIPRISE FINANCIAL, INC. CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 144 | SP | MC DONALDS CORP CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 145 | SP | LOWES COMPANIES INC CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 146 | SP | BLACKSTONE GROUP INC/THE CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 147 | SP | ABBVIE INC. CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 148 | SP | COGNIZANT TECHNOLOGY SOLUTIONS CORPCLASSA | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.95 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 149 | SP | D.R. HORTON, INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 150 | SP | CIGNA GROUP/THE CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 151 | SP | CENCORA INC CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 152 | SP | INTUITIVE SURGICAL, INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.95 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 153 | — | BLACKROCK FUNDING, INC. CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 154 | — | GARTNER, INC. CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 155 | — | ELI LILLY & CO CMN OCR: type unclear, layout unrecognised, date uncertain | — | — | 04/01/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 1, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 156 | — | PPG INDUSTRIES, INC, CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 157 | — | MOODY'S CORPORATION CMN OCR: type unclear, layout unrecognised, low text confidence | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 158 | — | QUALCOMM INC CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 159 | — | ABBOTT LABORATORIES CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 160 | — | TRUIST FINANCIAL CORPORATION CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 161 | — | UDR INC CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 162 | — | NASDAQ INC. CMN OCR: type unclear, layout unrecognised | — | — | 04/22/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 22, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 163 | — | BIO-TECHNE CORPORATION CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | — | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 164 | — | TESLA, INC, CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 165 | — | APOLLO GLOBAL MANAGEMENT INC CMN CLASS A OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 166 | — | AMCOR PLC CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 167 | — | AVERY DENNISON CORPORATION CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 168 | — | BOSTON SCIENTIFIC CORP. COMMON STOCK OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | BSX0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 169 | — | BROWN & BROWN, INC. CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 170 | — | CRH PUBLIC LIMITED COMPANY CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 171 | ? | THE PROCTER & GAMBLE COMPANY CMN NIKE CLASS-B CMN CLASS B OCR: owner unreadable, rows merged | — | S (partial) | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.40 | —0.00 | PartialPartial sale | Unknown | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 172 | SP | S&P GLOBAL INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 173 | SP | EXPEDIA GROUP INC CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 174 | SP | BAXTER INTERNATIONAL INC. CMN EQUIFAX 1NC. CMN OCR: rows merged | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 175 | SP | GENUINE PARTS CO. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 176 | SP | FISERV, INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 177 | SP | BANKOFAMERICACORPCMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 178 | SP | ULTA BEAUTY INC CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 179 | SP | BIOGEN INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 180 | SP | AIRBNB, INC. CMN CLASS A | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 181 | SP | IQVIA HOLDINGS INC CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 182 | SP | LIONSGATE STUDIOS CORP CMN | — | S (partial) | 04/22/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Apr 22, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 183 | SP | TRACTOR SUPPLY COMPANY CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 184 | SP | AUTODESK, INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 185 | SP | UBER TECHNOLOGIES, INC. CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 186 | SP | DARDEN RESTAURANTS, INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 187 | SP | DATADOG, INC. CMN CLASS A | — | S (partial) | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 188 | SP | ROLUNS 1NC.REGOFFSCTASK0796638 | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 189 | SP | BOOKING HOLDINGS INC. CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 190 | SP | MICRON TECHNOLOGY, INC, CMN | — | S (partial) | 04/27/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | PartialPartial sale | Spouse | Apr 27, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 191 | SP | NASDAQ INC. CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 192 | SP | BLOCK, INC. CMN CLASS A | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 193 | SP | COSTAR GROUP, INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 194 | SP | CROWDSTRIKE HOLDINGS, INC. CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 195 | SP | PACKAGING CORP OF AMERICA COMMON STOCK | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | PKG0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 196 | SP | 3M COMPANY CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 197 | SP | SYNCHRONY FINANCIAL CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 198 | SP | INTERNATIONAL PAPER CO. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 199 | SP | UNIVERSAL HEALTH SVC CL B CMN CLASS B MCCORMICK & CO NON VTG SHRS CMN CLASS N OCR: rows merged | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 200 | SP | COINBASE GLOBAL, INC. CMN CLASS A | — | S (partial) | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 201 | SP | SUPER MICRO COMPUTER, INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 202 | SP | C.H. ROBINSON WORLDWIDE, INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.81 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 203 | SP | BERKSHIRE HATHAWAY INC. CLASS B OCR: type unclear | — | — | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.30 | BRK-B0.92 | UnknownUnknown | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 204 | SP | MASTERCARD INCORPORATED CMN CLASS A | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.88 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 205 | SP | VISA INC. CMN CLASS A | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.89 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 206 | SP | INTL BUSINESS MACHINES CORP CMN | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.89 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 207 | SP | INTEL CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.89 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 208 | SP | BANK OF AMERICA CORP CMN | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.90 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 209 | SP | EMERSONELECTRICCO.CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 210 | SP | ORACLE CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 211 | SP | BOSTON SCIENTIFIC CORP. COMMON STOCK | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | BSX0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 212 | SP | CARRIER GLOBAL CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 213 | SP | PHILIP MORRIS INTL INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 214 | SP | STRYKER CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 215 | SP | LOWES COMPANIES INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 216 | SP | METLIFE, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 217 | SP | ADVANCEDMICRO DEVICES,INC.CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 218 | SP | TRUIST FINANCIAL CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 219 | SP | AT&T INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 220 | SP | ARISTA NETWORKS, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 221 | SP | MOODY'SCORPORATIONCMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 222 | SP | CROWDSTRIKE HOLDINGS, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 223 | SP | KKR & CO. INC, CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 224 | SP | ILLINOIS TOOL WORKS CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 225 | SP | LENNOXINTERNATIONALINCCMN OCR: type unclear | — | — | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 226 | SP | DANAHERCORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 227 | SP | CINTAS CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 228 | SP | ROBINHOODMARKETS,INC.CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 229 | SP | CDW CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 230 | SP | SHERWIN-WILLIAMS CO CMN | — | P | 04/24/2026 | — | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 231 | SP | FISERV, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 232 | SP | VERTIV HOLDINGS LLC CMN CLASSA | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 233 | SP | FIFTH THIRD BANCORP CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 234 | SP | VERTEX PHARMACEUTICALS INCORPO CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 235 | SP | CHIPOTLEMEXICAN GRILL,INC.CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 236 | SP | ZOETIS INC. CMN CLASS A | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 237 | SP | BUILDERS FIRSTSOURCE, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 238 | SP | OTISWORLDWIDECORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 239 | SP | MARTIN MARIETTA MATERIALS,INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 240 | SP | AMERIPRISE FINANCIAL, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 241 | SP | ADOBE INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 242 | SP | CHARTER COMMUNICATIONS, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 243 | SP | WELLS FARGO&COMPANY CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 244 | SP | FAIR ISAAC INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 245 | SP | SANDISK LLC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 246 | SP | S&P GLOBAL INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 247 | SP | CARVANA CO.CMN CLASSA | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 248 | SP | ROCKWELL AUTOMATION INC CMN MORGAN STANLEY CMN OCR: rows merged | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 249 | SP | INSULET CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 250 | SP | QUALCOMM INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 251 | SP | THE HOME DEPOT, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 252 | SP | LULULEMON ATHLETICA INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 253 | SP | CRH PUBLIC EIMITED COMPANY CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 254 | SP | AMETEK INC (NEW) CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 255 | SP | EQUIFAX INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 256 | SP | STANLEY BLACK & DECKER, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 257 | SP | ZEBRA TECHNOLOGIES INC CMN CLASS | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 258 | SP | INGERSOLL RAND INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 259 | ? | ALEXANDRIA REAL ESTATE EQUITIES, Inc. BROWN & BROWN, INC. CMN OCR: owner unreadable, rows merged | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Unknown | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 260 | SP | LENNAR CORPORATION CMN CLASS A RESMED INC.CMN OCR: rows merged | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 261 | SP | O'REILLY AUTOMOTIVE, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | —0.82 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 262 | SP | DECKERS OUTDOORS CORP CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 263 | SP | KEYCORP CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 264 | SP | A.O. SMITH CORP (DEL) CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | DEL0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 265 | SP | PACCAR INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 266 | SP | WATERS CORPORATION COMMON STOCK | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | WAT0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 267 | SP | TRACTOR SUPPEY COMPANY CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 268 | SP | WALT DISNEY COMPANY (THE) CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | THE0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 269 | SP | XYLEM INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 270 | SP | VULCAN MATERIALSCO CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 271 | SP | PUT/XSP @ 645 EXP 04/10/2026 | — | P | 04/07/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Spouse | Apr 7, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 272 | SP | CALL/SHEL FLEX EURO PM 78 EXP 04/10/2026 | — | P | 04/10/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Apr 10, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 273 | SP | CALL/SHEL FLEX EURO PM 85 EXP 04/10/2026 | — | P | 04/10/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Spouse | Apr 10, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 274 | SP | PUT/XSP @ 595 EXP 07/17/2026 | — | S | 04/07/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Apr 7, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 275 | SP | PUT/XSP @ 675 EXP 06/30/2026 | — | S | 04/20/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.00 | SellSell | Spouse | Apr 20, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 276 | SP | PUT/XSP @ 670 EXP 07/17/2026 | — | S | 04/27/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Spouse | Apr 27, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 277 | SP | PUT/XSP @ 665 EXP 06/05/2026 | — | S | 04/15/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Spouse | Apr 15, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 278 | SP | BLACKROCK FUNDING, INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.91 | —0.90 | SellSell | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 279 | ? | AMGEN INC. CMN SERVICENOW INC CMN OCR: owner unreadable, rows merged | — | S | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.40 | —0.00 | SellSell | Unknown | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 280 | ? | EATON CORP PLC CMN WESTINGHOUSE AIR BRAKETECHNOL CMN OCR: owner unreadable, amount unclear, rows merged | — | S | 04/24/2026 | 05/04/2026 | — | 0.30 | —0.00 | SellSell | Unknown | Apr 24, 2026 | — | Stock | Reviewnot modelled |
| 281 | SP | PNC FINANCIAL SERVICES GROUP, CMN | — | S | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.89 | —0.90 | SellSell | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 282 | SP | T-MOBILE US, INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.90 | —0.90 | SellSell | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 283 | SP | KIMBERLY-CLARK CORPORATION CMN | — | S | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.90 | —0.90 | SellSell | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 284 | ? | 3M COMPANY CMN NASDAQ INC. CMN OCR: owner unreadable, rows merged | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.40 | —0.00 | BuyBuy | Unknown | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 285 | SP | AUTOMATIC DATA PROCESSING INC CMN | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.90 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 286 | SP | PRINCIPALFINANCIAL GROUP, INC CMN | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.85 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 287 | SP | THE PROGRESSIVE CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.89 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 288 | SP | FREEPORT-MCMORAN INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 289 | SP | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 290 | SP | PAYCHEX, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 291 | SP | CITIZENS FINANCIAL GROUP, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 292 | SP | CIGNA GROUP/THE CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 293 | SP | THERMOFISHER SCIENTIFICINCCMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 294 | SP | GARTNER, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 295 | SP | INTERNATIONAL PAPER CO. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.85 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 296 | SP | ARES·MANAGEMENT CORPORATION CMN CLASS A | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 297 | SP | U.S. BANCORP CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 298 | SP | NIKE CLASS-B CMN CLASS B | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.85 | —0.00 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 299 | SP | COSTAR GROUP, INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 300 | SP | AUTODESK, INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.90 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 301 | SP | FORDMOTOR COMPANY CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 302 | SP | AON PUBLIC LIMITED COMPANY CMN CLASS A | — | S (partial) | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 303 | SP | BROADRIDGE FINANCIAL SOLUTIONS IN CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 304 | SP | HUNTINGTON BANCSHARES INCORPOR CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 305 | SP | GLOBALPAYMENTSINC.CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.00 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 306 | SP | MC DONALDS CORP CMN | — | S (partial) | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 307 | SP | MARSH ORD CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.00 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 308 | SP | BAXTER INTERNATIONAL INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 309 | SP | AMCOR PLC CMN | — | S (partial) | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.90 | PartialPartial sale | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 310 | SP | EDWARDSLIFESCIENCESCORPORATI CMN OCR: low text confidence | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 311 | SP | VERISK ANALYTICS, INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 312 | SP | INTUITIVE SURGICAL, INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 313 | SP | WORKDAY,INC. CMN CLASS A | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 314 | SP | KLA CORP CMN | — | S (partial) | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | PartialPartial sale | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 315 | SP | DOMINO'S PIZZA, INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | —0.00 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 316 | SP | AMERICANTOWERCORPORATION CMN | — | S (partial) | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | PartialPartial sale | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 317 | SP | TYLER TECHNOLOGIES, INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 318 | SP | PRUDENTIAL FINANCIAL INC CMN | — | S (partial) | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | PartialPartial sale | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 319 | SP | BECTON, DICKINSON AND COMPANY CMN | — | S (partial) | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | PartialPartial sale | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 320 | SP | HORMELFOODSCORPORATIONCMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | —0.00 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 321 | SP | TRADE DESK, INC. (THE) CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | THE0.95 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 322 | SP | DEXCOM, INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | —0.90 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 323 | SP | KONINKLIUKE AHOLD N.V. SPONSORED ADR CMN | — | S (partial) | 04/10/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Apr 10, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 324 | SP | DELL TECHNOLOGIES INC. CMN CLASS | — | S (partial) | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | PartialPartial sale | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 325 | SP | U.S.TREASURY BILLDUE 07/14/2026 | — | P | 04/29/2026 | 05/04/2026 | $15,001 - $50,000 | 0.86 | —0.00 | BuyBuy | Spouse | Apr 29, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 326 | SP | WELLS FARGO & COMPANY HYBRID PERPETUAL | — | P | 04/15/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Apr 15, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 327 | SP | EMERA US FINANCE LLC HYBRID 10/01/2056 | — | P | 04/15/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Spouse | Apr 15, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 328 | DC | MC KINNEY TEX GO 5% 08/15/26 FA | — | P | 04/02/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Dependent | Apr 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 329 | DC | DELL TECHNOLOGIES INC. CMN CLASS | — | P | 04/15/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Dependent | Apr 15, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 330 | DC | MARVELL TECHNOLOGY, INC. CMN | — | S (partial) | 04/15/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | PartialPartial sale | Dependent | Apr 15, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 331 | DC | CLOUDFLARE,INC.CMN CLASSA | — | S (partial) | 04/15/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | PartialPartial sale | Dependent | Apr 15, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 332 | DC | GS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO CLASS P | — | P | 04/10/2026 | 05/04/2026 | $50,001 - $100,000 | 0.91 | —0.00 | BuyBuy | Dependent | Apr 10, 2026 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |