Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jul 6, 2026
- Filing year
- 2026
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 467
- Parser version
- ocr_grid_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 205
REVIEW OCR 32p, rotation [0]: 467 rows from 31 data pages
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 · 467
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 | BANK OF MONTREAL LINKED TO BASKET OF INOICES OCR: type unclear | — | — | 06/24/2026 | 07/01/2026 | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Jun 24, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 2 | DC | BROADCOM INC. CMN OCR: type unclear | — | — | 06/05/2026 | 07/01/2026 | $15,001 - $50,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Jun 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 3 | DC | MARTIN MARIETTA MATERIALS,INC CMN OCR: type unclear | — | — | 06/05/2026 | 07/01/2026 | $15,001 - $50,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Jun 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 4 | DC | MARVELL TECHNOLOGY, INC. CMN OCR: type unclear | — | — | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 5 | DC | MICROSOFTCORPORATIONCMN OCR: type unclear | — | — | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 6 | DC | INVIDIACORPORATION CMN OCR: type unclear | — | — | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 7 | DC | SYNCHRONY FINANCIAL HYBRID PERPETUAL OCR: type unclear | — | — | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 8 | DC | LINCOLN NATIONAL CORPORATION HYBRID07/15/2056 OCR: type unclear | — | — | 06/24/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Jun 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 9 | DC | UNITEO RENTALS, INC, CMN OCR: type unclear | — | — | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 10 | DC | EATON CORP PLC CMN OCR: type unclear | — | — | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 11 | DC | T-MOBILE US, INC. CMN OCR: type unclear | — | — | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 12 | DC | JPMORGAN CHASE & CO. HYBRID PERPETUAL OCR: type unclear | — | — | 06/01/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Jun 1, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 13 | DC | STARBUCKS CORP.CMN OCR: type unclear | — | — | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | DC | WALMARTINCCMN OCR: type unclear | — | — | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 15 | DC | CALL/MSFLEXEUROPM @187.5EXP 06/05/2026 OCR: type unclear | — | — | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 16 | DC | CALL/AAPL FLEX EURO PM 285 EXP 06/05/2026 | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 17 | DC | CALL/ODFLFLEX EURO PM 235 EXP 06/05/2026 | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 18 | DC | CALL/NVDA FLEX EURO PM 205 EXP 06/05/2026 | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.85 | —0.00 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 19 | DC | CALL/AMZN FLEX EURO PM 245 EXP 06/05/2026 | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 20 | DC | AIR'PRODUCTS & CHEMICALS INC CMN | — | S | 06/05/2026 | 07/01/2026 | $15,001 - $50,000 | 0.94 | —0.00 | SellSell | Dependent | Jun 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 21 | DC | COCA-COLA EUROPEAN PARTNERS PL CMN | — | S | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 22 | DC | ROCKWELL AUTOMATION INC CMN | — | S (partial) | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.81 | —0.90 | PartialPartial sale | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 23 | DC | JPMORGAN CHASE &CO CMN | — | S (partial) | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 24 | DC | ApplE Inc. cmN | — | S (partial) | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.84 | —0.90 | PartialPartial sale | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 25 | DC | AMAZON.COM INC CMN | — | S (partial) | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.00 | PartialPartial sale | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 26 | DC | UBER TECHNOLOGIES, INC. CMN | — | P | 06/15/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 15, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 27 | DC | COOPERCOSINC/THECMN | — | P | 06/22/2026 | — | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 22, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 28 | DC | GE HEALTHCARE TECHNOLOGIES INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 29 | DC | OWENS CORNING CMN | — | S | 06/24/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Jun 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 30 | DC | PENN ENTERTAINMENTINCCMN | — | S (partial) | 06/22/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | Jun 22, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 31 | ? | THE HOME DEPOT, 1NC. CMN OCR: owner unreadable, amount unclear, layout unrecognised | — | P | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Unknown | Jun 2, 2026 | — | Stock | Reviewnot modelled |
| 32 | ? | MCDONALDSCORP CMN OCR: owner unreadable, amount unclear, layout unrecognised, date uncertain | — | P | 05/02/2026 | 07/01/2026 | — | 0.30 | —0.00 | BuyBuy | Unknown | May 2, 2026 | — | Stock | Reviewnot modelled |
| 33 | DC | AT&T INC.CMN OCR: amount unclear, layout unrecognised | — | P | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | — | Stock | Reviewnot modelled |
| 34 | DC | PNCFINANCIALSERVICES GROUP, CMN OCR: amount unclear, layout unrecognised, date uncertain | — | P | 06/02/2025 | 07/01/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Jun 2, 2025 | — | Stock | Reviewnot modelled |
| 35 | DC | DANAHERCORPORATIONCMN OCR: amount unclear, layout unrecognised | — | P | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | — | Unknown | Reviewnot modelled |
| 36 | DC | CITIGROUPINC.CMN OCR: amount unclear, layout unrecognised | — | P | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | — | Stock | Reviewnot modelled |
| 37 | DC | AMERICAN INTL GROUP, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | — | Stock | Reviewnot modelled |
| 38 | DC | THE TRAVELERS COMPANIES, INC CMN OCR: amount unclear, layout unrecognised | — | P | 05/02/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | May 2, 2026 | — | Stock | Reviewnot modelled |
| 39 | DC | CINTAS CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | — | Stock | Reviewnot modelled |
| 40 | DC | LOEWS CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | — | Stock | Reviewnot modelled |
| 41 | DC | ARTHURJGALLAGHER&COCMN OCR: amount unclear, layout unrecognised | — | P | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | — | Unknown | Reviewnot modelled |
| 42 | DC | MARSH ORD CMN OCR: amount unclear, layout unrecognised | — | P | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | — | Stock | Reviewnot modelled |
| 43 | DC | REPUBLIC SERVICES INC CMN OCR: amount unclear, layout unrecognised, date uncertain | — | P | 05/02/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | May 2, 2026 | — | Stock | Reviewnot modelled |
| 44 | DC | MICROSOFT CORPORATION CMN OCR: amount unclear, layout unrecognised, date uncertain | — | P | 05/02/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | May 2, 2026 | — | Stock | Reviewnot modelled |
| 45 | DC | KIMBERLY-CLARKCORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | — | Stock | Reviewnot modelled |
| 46 | DC | PHILIP MORRIS INTL INC CMN OCR: amount unclear, layout unrecognised | — | P | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | — | Stock | Reviewnot modelled |
| 47 | DC | T-MOBILE US, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | — | Stock | Reviewnot modelled |
| 48 | DC | CHUBB LIMITED CMN OCR: amount unclear, layout unrecognised | — | P | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | — | Stock | Reviewnot modelled |
| 49 | DC | AVALONBAY COMMUNITIES INC CMN OCR: amount unclear, layout unrecognised | — | P | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | — | Stock | Reviewnot modelled |
| 50 | DC | META PLATFORMS INC-CLASS A CMN CLASS A | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 51 | DC | SYSCO CORPORATION CMN OCR: date uncertain | — | P | 05/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Dependent | May 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 52 | DC | COLGATE-PALMOLIVECOCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 53 | DC | SHERWIN-WILLIAMS CO CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 54 | DC | CHARLESSCHWABCORPORATION | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 55 | ? | U.S. BANCORP CMN OCR: owner unreadable | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 56 | DC | ABBOTTLABORATORIESCMN | — | P | 05/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.81 | BuyBuy | Dependent | May 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 57 | DC | UBER TECHNOLOGIES, INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 58 | ? | KROGERCOMPANYCMN OCR: owner unreadable | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 59 | DC | BOSTONSCIENTEFICCORP.COMMON STOCK | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 60 | ? | W.R.BERLEY CORPORATION CMN OCR: owner unreadable | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 61 | DC | OTIS WORLDWIDE CORPORATION CMN OCR: date uncertain | — | P | 05/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Dependent | May 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 62 | ? | ADOBE INC CMN OCR: owner unreadable | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 63 | DC | XYLEM INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 64 | DC | SERVICENOWINCCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 65 | ? | ELI LILLY & CO CMN OCR: owner unreadable | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 66 | DC | VISA INC. CMN CUASS A | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 67 | DC | MASTERCARDINCORPORATEDCMN CLASS A | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 68 | DC | UNITED RENTALS, NC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 69 | DC | SYNOPSYS, INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.85 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 70 | DC | AMGENINC.CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 71 | DC | EVERESTGROUPLTD CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 72 | DC | FREEPORT-MCMORAN INC CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 73 | DC | AMERICANTOWERCORPORATION | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 74 | DC | METLIFE, INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 75 | DC | VEEVASYSTEMSINCCMNCLASSA | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 76 | ? | PACCARINCCMN OCR: owner unreadable | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 77 | DC | MID-AMERICA APT CMNTYS INC CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 78 | ? | CVS HEALTH CORP CMN OCR: owner unreadable | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 79 | ? | CLOROX CO (THE) (DELAWARE) CMN OCR: owner unreadable | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | THE0.95 | BuyBuy | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 80 | DC | DOLLAR TREE STORES, INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 81 | DC | MONSTER BEVERAGECORPORATION | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 82 | DC | REGIONSFINANCIALCORPORATION CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 83 | ? | CHURCH & DWIGHT CO., INC. CMN OCR: owner unreadable | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 84 | DC | DOLLAR GENERAL CORPORATION CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 85 | DC | VERTEXPHARMACEUTICALSINCORPO CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 86 | DC | EXTRA SPACE STORAGE INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.86 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 87 | DC | CAMDEN PROPERTY TRUST CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 88 | DC | A.O. SMITH CORP (DEL) CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | DEL0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 89 | DC | VUICAN MATERIAISCO CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 90 | DC | JCHNSON CONTROLS INTERNATIONAL CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 91 | DC | CHARTER COMMUNICATIONS, INC. | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | CHTR0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 92 | DC | INVITATION HOMES INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 93 | DC | MCCORMICK & CO NON VTG SHRS CMN CLASS N | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 94 | DC | GENERAL MILLS INC CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.82 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 95 | DC | COGNIZANT TECHNOLOGY SOLUTIQNS CORP CLASS A | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 96 | DC | MOTOROLA SOLUTIONS INC CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 97 | DC | ROLLINS INC.REGOFF SCTASX0796638 | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 98 | DC | CADENCE DESIGN SYSTEMS INC-CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 99 | DC | AGILENT TECHNOLOGIES, INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 100 | DC | AMCORPLC CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 101 | DC | CENCORA INC CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 102 | DC | INTUITIVE SURGICAL, INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 103 | DC | COPART, INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 104 | DC | APOLLO GLOBAL MANAGEMENT INC CMN CLASS A | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 105 | DC | ABBVIE INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 106 | DC | BROWN & BROWN, INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 107 | DC | HCA HEALTHCARE, INC CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 108 | DC | JOHNSON&JOHNSONCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 109 | DC | KENVUE INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 110 | DC | [MERCK & CO., INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.86 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 111 | DC | INTLBUSINESSMACHINESCORPCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 112 | DC | MSCI INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 113 | DC | BERKSHIREHATHAWAY INC.CLASS B | — | S (partial) | 06/02/2026 | 07/01/2026 | $50,001 - $100,000 | 0.94 | BRK-B0.92 | PartialPartial sale | Dependent | Jun 2, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 114 | DC | BANK OF AMERICA CORP CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 115 | DC | THE PROGRESSIVE CORPORATION CMN | — | S | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 116 | DC | REALTY INCOME CORPORATION CMN | — | S | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 117 | DC | PFIZER INC. CMN | — | S | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 118 | DC | WALMART INC CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 119 | DC | INTUITINC CMN -: | — | S | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.96 | —0.00 | SellSell | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 120 | DC | LOWES COMPANIES INC CMN | — | S | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.94 | —0.90 | SellSell | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 121 | ? | COMCAST CORPORATION CMN CLASS A VOTING OCR: owner unreadable | — | S | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Unknown | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 122 | DC | THE PROCTER&GAMBLE COMPANY CMN | — | S (partial) | 05/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | May 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 123 | DC | CIGNA GROUP/THECMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 124 | DC | WASTEMANAGEMENTINCCMN OCR: date uncertain | — | S (partial) | 05/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.60 | —0.00 | PartialPartial sale | Dependent | May 2, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 125 | ? | COSTCO WHOLESALE CORPORATION CMN OCR: owner unreadable | — | S (partial) | 05/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | May 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 126 | DC | HUNTINGTON BANCSHARES INCORPORCMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 127 | DC | MARTIN MARIETTA MATERIALS,INC | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | MLM0.95 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 128 | ? | CME GROUP INC. CMN CLASS A OCR: owner unreadable, low text confidence | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 129 | DC | GENUINEPARTSCO,CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 130 | DC | HARTFORD INSURANCE GROUP INC/T Cmn. | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 131 | DC | TRIMBLEINCCMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 132 | DC | SEAGATE TECHNOLOGY HOLDIN PLC CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 133 | DC | TRANE TECHNOLOGIES PUBLIC LIM! CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 134 | DC | TEXAS INSTRUMENTS INC. CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 135 | ? | JPMORGANCHASE&COCMN OCR: owner unreadable | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 136 | DC | ECOLAB INC. CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 137 | DC | ILLINOISTOOLWORKSCMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 138 | DC | MCKESSONCORPORATIONCMN OCR: date order | — | S | 06/02/2026 | 07/01/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 139 | DC | IQVIAHOLDINGSINCCMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 140 | DC | INTERCONTINENTAL EXCHANGE INC CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 141 | DC | ARCHCAPITALGROUPLTD.CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 142 | DC | AMETEK INC (NEW) CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 143 | ? | BIO-TECHNE CORPORATION CMN OCR: owner unreadable | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 144 | DC | REGENERON PHARMACEUTICAL INC OCR: amount unclear | — | S | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.88 | SellSell | Dependent | Jun 2, 2026 | — | Unknown | Reviewnot modelled |
| 145 | ? | Proddefunaraf,notzichersynbet Purchase OCR: owner unreadable, date unreadable, low text confidence | — | E | — | — | Over $50,000,000 | 0.30 | —0.00 | ExchangeExchange | Unknown | — | Over $50,000,000mid $50M | Unknown | Reviewnot modelled |
| 146 | DC | METTLER-TOLEDO INTL CMN OCR: amount unclear | — | P | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | — | Stock | Reviewnot modelled |
| 147 | DC | BECTON, DICKINSON AND COMPANY CMN | — | P | 06/02/2026 | — | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 148 | ? | ZOETIS INC. CMN CLASS A OCR: owner unreadable | — | P | 06/02/2026 | — | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 149 | DC | MICRON TECHNOLOGY, INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.86 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 150 | DC | LENNOX INTERNATIONAL INC CMN OCR: amount unclear | — | P | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | — | Stock | Reviewnot modelled |
| 151 | DC | ARCHER-DANIELS-MIDLAND COMPANY CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 152 | DC | VERIZON COMMUNICATIONS INC. CMN OCR: date uncertain | — | P | 05/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Dependent | May 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 153 | DC | WEST PHARMACEUTICAL SERVICES INC OCR: amount unclear | — | P | 06/02/2026 | 07/01/2026 | — | 0.30 | WST0.95 | BuyBuy | Dependent | Jun 2, 2026 | — | Stock | Reviewnot modelled |
| 154 | DC | AMERICAN EXPRESS CO. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.85 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 155 | DC | TJX COMPANIES INC (NEW) CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.85 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 156 | DC | CHIPOTLE MEXICAN GRILL, INC. CMN OCR: amount unclear | — | P | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | — | Stock | Reviewnot modelled |
| 157 | DC | ALLSTATE CORPORATION COMMON STOCK | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.88 | ALL0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 158 | DC | EMCOR GROUP, INC, CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.81 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 159 | DC | FIFTH THIRD BANCORP CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.85 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 160 | ? | CINCINNATI FINANCIAL CRP CMN OCR: owner unreadable | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 161 | DC | STANLEY BLACK & DECKER,INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 162 | DC | CARVANA CO, CMN CLASS A | — | P | 05/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.80 | —0.00 | BuyBuy | Dependent | May 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 163 | DC | DOORDASH INC CMN CLASS A | — | P | — | 07/01/2026 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 164 | DC | STARBUCKS CORP. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.87 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 165 | DC | BUILDERS FIRSTSOURCE, INC. CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 166 | DC | VICI PROPERTIES INC, CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 167 | DC | YUM BRANDS, INC. CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 168 | DC | WEYERHAEUSER COMPANY CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 169 | ? | INSULET CORPORATION CMN OCR: owner unreadable | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 170 | DC | IACK HENRY &ASSOCINC CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 171 | ? | CBRE GROUP, INC. CMN CLASS A OCR: owner unreadable | — | S | — | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 172 | DC | AVERY DENNISON CORPORATION CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 173 | DC | WATERS CORPORATION COMMON STOCK | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | WAT0.95 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 174 | SP | MASTERCARD INCORPORATED CMN CLASS A | — | P | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 175 | SP | AT&T INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 176 | SP | BOOKINGHOLDINGSINC.CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 177 | SP | INTERCONTINENTAL EXCHANGE INC CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 178 | SP | AMGEN INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 179 | SP | CAPITAL ONE FINANCIALCORP CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 180 | SP | T-MOBILE US, INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 181 | SP | MARSH ORD CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 182 | SP | MERCK & CO., INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 183 | SP | UBER TECHNOLOGIES, INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 184 | SP | UBER TECHNOLOGIES, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 185 | SP | HONEYWELL INTL INC CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 186 | SP | COOPERCOSINC/THECMN | — | P | 06/23/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 187 | SP | ARTHURJ GALLAGHER &CO CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 188 | SP | GE HEALTHCARE TECHNOLOGIES INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 189 | SP | STRYKER CORPORATION CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 190 | SP | COSTAR GROUP, INC, CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 191 | SP | SALESFORCE INC CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 192 | SP | CHARTER COMMUNICATIONS,INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 193 | SP | JOHNSON &JOHNSON CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 194 | SP | UBER TECHNOLOGIES, INC, CMN | — | P | 06/15/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Jun 15, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 195 | SP | ECOLAB INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 196 | SP | DANAHERCORPORATIONCMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 197 | SP | UBER TECHNOLOGIES, INC. CMN | — | P | 06/22/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Jun 22, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 198 | SP | COOPER COS INC/THE CMN | — | P | 06/22/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Jun 22, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 199 | SP | NETFLIX, INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 200 | SP | S&P GLOBALINC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 201 | SP | ZOETIS INC. CMN CLASS A | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 202 | SP | CINTAS CORPORATION CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 203 | SP | NRG ENERGY, INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 204 | SP | ACCENTURE PLC CMN CLASS A | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 205 | SP | VEEVASYSTEMSINCCMN CLASSA | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 206 | SP | VISTRA CORP CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 207 | SP | REPUBLICSERVICESINCCMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 208 | SP | GENERALMILLSINCCMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 209 | SP | ROLLINS INC. REGOFF SCTASK0796638 OCR: type unclear, layout unrecognised | — | — | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 210 | SP | REGENERON PHARMACEUTICAL INC CMN OCR: type unclear, layout unrecognised | — | — | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 211 | SP | MCCORMICK & CO NON VTG SHRS CMN CLASS N OCR: type unclear, layout unrecognised | — | — | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 212 | SP | THE PROCTER & GAMBLE COMPANY CMN OCR: type unclear, layout unrecognised, date uncertain | — | — | 05/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | May 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 213 | SP | MOSAIC COMPANY (THE) CMN OCR: type unclear, layout unrecognised | — | — | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | THE0.95 | UnknownUnknown | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 214 | SP | EMERSON ELECTRIC CO. CMN OCR: type unclear, layout unrecognised | — | — | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 215 | SP | BROWN & BROWN, INC, CMN OCR: type unclear, layout unrecognised | — | — | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 216 | SP | TRADE DESK, INC. (THE) CMN OCR: type unclear, layout unrecognised | — | — | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | THE0.95 | UnknownUnknown | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 217 | ? | INSULET CORPORATION CMN OCR: owner unreadable, type unclear, layout unrecognised | — | — | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Unknown | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 218 | SP | LULULEMON ATHLETICA INC. CMN OCR: type unclear, layout unrecognised | — | — | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 219 | SP | VERALTO CORPORATION CMN OCR: type unclear, layout unrecognised | — | — | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 220 | SP | RESMED INC. CMN OCR: type unclear, layout unrecognised | — | — | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 221 | SP | BROADRIDGE FINANCIAL SOLUTIONS IN CMN OCR: type unclear, layout unrecognised | — | — | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 222 | SP | UBER TECHNOLOGIES, INC. CMN OCR: type unclear, layout unrecognised | — | — | 06/18/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Jun 18, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 223 | SP | NCR VOYIX CORP CMN CLASS A OCR: type unclear, layout unrecognised | — | — | 06/10/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Jun 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 224 | SP | VERISK ANALYTICS, INC. CMN OCR: type unclear, layout unrecognised | — | — | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 225 | SP | CONSTELLATION ENERGY CORP CMN OCR: type unclear, layout unrecognised | — | — | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 226 | SP | UBER TECHNOLOGIES, INC. CMN OCR: type unclear, layout unrecognised | — | — | 06/25/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Jun 25, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 227 | SP | MOTOROLA SOLUTIONS INC CMN | — | P | 07/01/2026 | — | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Jul 1, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 228 | SP | UBER TECHNOLOgIES, INC. CMN | — | P | 06/17/2026 | — | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Jun 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 229 | SP | COOPER COS INC/THE CMN | — | P | 06/25/2026 | — | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jun 25, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 230 | SP | VISA INC. CMN CLASS A | — | S (partial) | 06/16/2026 | — | $15,001 - $50,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 231 | SP | CME GROUP INC. CMN CLASS A | — | S | 06/16/2026 | — | $15,001 - $50,000 | 0.96 | —0.00 | SellSell | Spouse | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 232 | SP | COMCAST CORPORATION CMN CLASS A VOTING | — | S | 06/16/2026 | — | $15,001 - $50,000 | 0.96 | —0.00 | SellSell | Spouse | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 233 | SP | CHARLES SCHWAB CORPORATION CMN | — | S | 06/16/2026 | — | $15,001 - $50,000 | 0.95 | —0.90 | SellSell | Spouse | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 234 | SP | GILEAD SCIENCES CMN | — | S | 06/16/2026 | — | $15,001 - $50,000 | 0.95 | —0.90 | SellSell | Spouse | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 235 | SP | TENABLE HOLDINGS, INC CMN | — | S (partial) | 06/30/2026 | — | $15,001 - $50,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 236 | SP | BRISTOL-MYERS SQUIBB COMPANY | — | S | 06/16/2026 | — | $1,001 - $15,000 | 0.92 | BMY0.95 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 237 | SP | OWENS CORNING CMN | — | S | 06/24/2026 | — | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Jun 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 238 | SP | INTUITIVE SURGICAL, INC. CMN | — | S (partial) | 06/16/2026 | — | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 239 | SP | BOSTON SCIENTIFIC CORP. COMMON STOCK | — | S (partial) | 06/16/2026 | — | $1,001 - $15,000 | 0.93 | BSX0.95 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 240 | SP | INTUIT INC CMN | — | S | 06/16/2026 | — | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 241 | SP | PFIZER INC. CMN | — | S (partial) | 07/01/2026 | — | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Jul 1, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 242 | SP | WALMART INC CMN | — | S (partial) | 06/18/2026 | — | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Jun 18, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 243 | SP | TESLA, INC. CMN | — | S (partial) | 06/16/2026 | — | $1,001 - $15,000 | 0.90 | —0.90 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 244 | SP | AIRPRODUCTS&CHEMICALSINCCMN | — | S | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 245 | SP | ADOBE INC CMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 246 | SP | LIONSGATE STUDIOS CORP CMN | — | S (partial) | 06/22/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Jun 22, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 247 | SP | PAYPAL HOLDINGS, INC. CMN | — | S | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 248 | SP | WELLS FARGO & COMPANYCMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 249 | SP | INTELCORPORATIONCMN | — | S (partial) | 06/18/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Jun 18, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 250 | SP | BANK OF AMERICA CORP CMN | — | S (partial) | 06/17/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Jun 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 251 | SP | SALESFORCE INC CMN | — | S (partial) | 06/18/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Jun 18, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 252 | SP | O'REILLY AUTOMOTIVE, INC. CMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.82 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 253 | SP | PENN ENTERTAINMENT INC CMN | — | S (partial) | 06/15/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Jun 15, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 254 | SP | FISERV,INC. CMN | — | S | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 255 | SP | PENN ENTERTAINMENT INC CMN | — | S (partial) | 06/17/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Jun 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 256 | SP | PENN ENTERTAINMENTINCCMN | — | S (partial) | 06/22/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Jun 22, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 257 | SP | DOW INC CMN | — | S | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 258 | SP | PINTERESTINCCMN CLASSA | — | S (partial) | 06/15/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Jun 15, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 259 | SP | PENNENTERTAINMENTINCCMN OCR: date uncertain | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Spouse | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 260 | SP | LIONSGATE STUDIOS CORP CMN | — | S (partial) | 06/15/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Jun 15, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 261 | SP | HARTFORD INSURANCE GROUP INC/T CMN | — | S | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.90 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 262 | SP | PINTEREST INC CMN CLASS A | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 263 | SP | TENABLE HOLDINGS, INC CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 264 | SP | PENN ENTERTAINMENT INC CMN | — | S (partial) | 06/01/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Jun 1, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 265 | SP | STARBUCKS CORP. CMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.90 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 266 | DC | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | THE0.95 | PartialPartial sale | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 267 | SP | PEPSICO,INC.CMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 268 | DC | LIONSGATESTUDIOSCORPCMN OCR: date uncertain | — | S (partial) | 06/16/2026 | — | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 269 | SP | ZEBRATECHNOLOGIESINCCMNCLASS | — | S | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 270 | SP | LIONSGATE STUDIOS CORP CMN | — | S (partial) | 06/25/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Spouse | Jun 25, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 271 | SP | COPART, INC. CMN | — | S | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 272 | SP | WARNER BROSDISCOVERYINCCMN CLASS A | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 273 | SP | UBS AG LINKED TO BASKET OF INDICES | — | P | 06/24/2026 | 07/01/2026 | $50,001 - $100,000 | 0.89 | —0.00 | BuyBuy | Spouse | Jun 24, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 274 | SP | THE HOME DEPOT, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.88 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 275 | SP | MASTERCARD INCORPORATEO CMN CLASS A OCR: date uncertain | — | P | 06/03/2026 | 07/01/2026 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Spouse | Jun 3, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 276 | SP | SALESFORCE INC CMN | — | P | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.89 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 277 | SP | MC DONALDS CORP CMN | — | P | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 278 | SP | CHARLES SCHWAB CORPORATION CMN | — | P | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.87 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 279 | SP | BOOKING HOLDINGS INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.87 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 280 | SP | COMCAST CORPORATION CMN CLASS A VOTING | — | P | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 281 | SP | UBER TECHNOLOGIES, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 282 | SP | INTUITIVE SURGICAL, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.89 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 283 | SP | INTUIT INC CMN | — | P | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.89 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 284 | SP | INTERCONTINENTAL EXCHANGE INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 285 | SP | CITIGROUP INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 286 | SP | ARISTA NETWORKS, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 287 | SP | CORNING INCORPORATED CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 288 | SP | CADENCE DESIGN SYSTEMS INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 289 | SP | ABBOTT LABORATORIES CMN OCR: amount unclear, layout unrecognised | — | P | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 290 | SP | PROLOGIS INC CMN OCR: amount unclear, layout unrecognised | — | P | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 291 | SP | LOWES COMPANIES INC CMN OCR: amount unclear, layout unrecognised | — | P | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 292 | SP | PALANTIR TECHNOLOGIES INC. CMN OCR: amount unclear, layout unrecognised, date uncertain | — | P | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 293 | SP | MARVELL TECHNOLOGY, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 294 | SP | LAM RESEARCH CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 295 | SP | S&P GLOBAL INC. CMN OCR: amount unclear, layout unrecognised | — | P | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 296 | SP | THERMO FISHER SCIENTIFIC INC CMN OCR: amount unclear, layout unrecognised | — | P | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 297 | SP | COCA-COLA COMPANY (THE) CMN OCR: amount unclear, layout unrecognised | — | P | 06/30/2026 | 07/01/2026 | — | 0.30 | THE0.95 | BuyBuy | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 298 | SP | BOSTON SCIENTIFIC CORP. COMMON STOCK OCR: amount unclear, layout unrecognised | — | P | 06/30/2026 | 07/01/2026 | — | 0.30 | BSX0.95 | BuyBuy | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 299 | SP | DIGITAL REALTY TRUST,INC. CMN OCR: amount unclear, layout unrecognised | — | P | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 300 | SP | TRIMBLE INC CMN OCR: amount unclear, layout unrecognised | — | P | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 301 | SP | ROBINHOOD MARKETS, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 302 | SP | CBRE GROUP, INC. CMN CLASS A OCR: amount unclear, layout unrecognised | — | P | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 303 | SP | NEWMONT CORP CMN OCR: amount unclear, layout unrecognised | — | P | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 304 | SP | CIENA CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 305 | SP | SYNOPSYS, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 306 | SP | INTLBUSINESSMACHINESCORPCMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 307 | SP | ZOETIS INC. CMN CLAS5 A | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 308 | SP | COHERENT CORP CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 309 | SP | JABIL INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 310 | SP | RAYMOND JAMES FINANCIAL,INC.CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 311 | SP | ACCENTURE PLC CMN CLASS A | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 312 | SP | EXTRASPACE STORAGEINC.CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 313 | SP | AMGEN INC. CMN | — | P | 06/30/2026 | — | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 314 | SP | CHARTER COMMUNICATIONS, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.87 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 315 | SP | GE HEALTHCARE TECHNOLOGIES INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 316 | SP | NEWS CORPORATION CMN CLASS A | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 317 | SP | MODERNA, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 318 | SP | ADVANCED MICRO DEVICES, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 319 | SP | LAS VEGAS SANDS CORP. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 320 | SP | TRACTOR SUPPLY COMPANY CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 321 | SP | REALTY INCOME CORPORATION CMN OCR: date uncertain | — | P | 05/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Spouse | May 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 322 | SP | ARTHURJ GALLAGHER & CO CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 323 | SP | PAYPALHOLDINGS,INC.CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 324 | SP | BALLCORPORATIONCMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 325 | SP | ROPERTECHNOLOGIESINCCMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 326 | SP | REVVITY INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 327 | SP | CARVANA CO.CMN CLASS A | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 328 | SP | AVERYDENNISONCORPORATIONCMN | — | P | 05/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Spouse | May 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 329 | SP | CAPITAL ONE FINANCIAL CORP CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 330 | SP | STRYKER CORPORATION CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 331 | SP | FEDEXCORPORATIONCMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 332 | SP | ISHARESMSCIAUSTRALIAETF | — | P | 06/12/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Jun 12, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 333 | SP | INTEL CORPORATION CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 334 | SP | APPLOVIN CORPORATION CMN CLASS A OCR: date uncertain | — | P | 05/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | May 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 335 | SP | COMPASS GROUP PLC SPONSORED ADR CMN | — | P | 06/12/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jun 12, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 336 | SP | ASML HOLDING N.V.ADR CMN | — | P | 06/12/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jun 12, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 337 | — | Fust Assi Na 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 |
| 338 | — | Provide fuTpone, nof ficketsymbol OCR: date unreadable, layout unrecognised, low text confidence | — | E | — | — | $5,000,001 - $25,000,000 | 0.30 | —0.00 | ExchangeExchange | Self | — | $5,000,001 - $25,000,000mid $15M | Unknown | Reviewnot modelled |
| 339 | SP | CALL/UBS FLEX EURO PM @ 47 EXP 06/12/2026 OCR: amount unclear, layout unrecognised | — | P | 06/12/2026 | 07/01/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Jun 12, 2026 | — | Option | Reviewnot modelled |
| 340 | SP | PUT/XSP @ 710 EXP 08/31/2026 OCR: amount unclear, layout unrecognised, date uncertain | — | S | 05/18/2026 | 07/01/2026 | — | 0.30 | —0.00 | SellSell | Spouse | May 18, 2026 | — | Option | Reviewnot modelled |
| 341 | SP | PUT/XSP @705 EXP 08/14/2026 OCR: amount unclear, layout unrecognised | — | S | 06/25/2026 | 07/01/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Jun 25, 2026 | — | Option | Reviewnot modelled |
| 342 | SP | PUT/XSP @715 EXP 08/07/2026 OCR: amount unclear, layout unrecognised | — | S | 06/04/2026 | 07/01/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Jun 4, 2026 | — | Option | Reviewnot modelled |
| 343 | SP | MICROSOFTCORPORATIONCMN OCR: amount unclear, layout unrecognised | — | S | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Jun 30, 2026 | — | Unknown | Reviewnot modelled |
| 344 | SP | AT&T INC. CMN OCR: amount unclear, layout unrecognised, date uncertain | — | S | 05/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | SellSell | Spouse | May 30, 2026 | — | Stock | Reviewnot modelled |
| 345 | SP | PEPSICO, INC. CMN OCR: amount unclear, layout unrecognised | — | S | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 346 | SP | KKR & CO. INC. CMN OCR: amount unclear, layout unrecognised | — | S | 05/30/2026 | 07/01/2026 | — | 0.30 | —0.00 | SellSell | Spouse | May 30, 2026 | — | Stock | Reviewnot modelled |
| 347 | SP | ORACLECORPORATIONCMN OCR: amount unclear, layout unrecognised | — | S | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Jun 30, 2026 | — | Unknown | Reviewnot modelled |
| 348 | SP | MICRON TECHNOLOGY, JNC, CMN OCR: amount unclear, layout unrecognised | — | S | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 349 | SP | AMERICAN TOWER CORPORATION CMN OCR: amount unclear, layout unrecognised | — | S | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 350 | SP | TJX COMPANIES INC [NEW) CMN OCR: amount unclear, layout unrecognised | — | S | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 351 | SP | CROWN CASTLEINTLCORP CMN OCR: amount unclear, layout unrecognised | — | S | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 352 | SP | IDEXXLABORATORIESCMN OCR: amount unclear, layout unrecognised | — | S | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Jun 30, 2026 | — | Unknown | Reviewnot modelled |
| 353 | SP | CISCO SYSTEMS, INC, CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | UnknownUnknown | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 354 | SP | TRUIST FINANCIAL CORPORATION CMN OCR: amount unclear, layout unrecognised | — | S | 06/30/2026 | 07/01/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Jun 30, 2026 | — | Stock | Reviewnot modelled |
| 355 | SP | MOODY'S CORPORATION CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 356 | SP | CME GROUP INC. CMN CLASS A | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 357 | SP | RESMEO INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 358 | SP | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | THE0.95 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 359 | SP | COGNIZANTTECHNOLOGYSOLUTIONS CORP CLASS A | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 360 | SP | NETFLIX, INC. CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 361 | SP | BIO-TECHNE CORPORATION CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.90 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 362 | SP | IQVIAHOLDINGSINCCMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 363 | SP | T-MOBILE US, INC. CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 364 | SP | LABCORP HOLDINGS INC CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 365 | SP | SERVICENOW INC CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 366 | SP | FREEPORT-MCMORANINCCMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 367 | SP | CINTAS CORPORATION CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 368 | SP | ULTA BEAUTY INC CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 369 | SP | VERTIVHOLDINGSLLCCMNCLASSA | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 370 | ? | AGILENTTECHNOLOGIES,INCCMN OCR: owner unreadable | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 371 | SP | VERIZON COMMUNICATIONS INC, CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.88 | —0.90 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 372 | SP | FORD MOTOR COMPANY CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.90 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 373 | SP | CHIPOTLE MEXICAN GRILL, INC. CMN OCR: date uncertain | — | S (partial) | 05/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Spouse | May 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 374 | SP | NORFOLK SOUTHERNCORPORATION CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.87 | —0.00 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 375 | SP | AMERIPRISE FINANCIAL, INC. CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.90 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 376 | SP | TEXAS INSTRUMENTS INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 377 | SP | AUTODESK, INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 378 | SP | OTIS WORLDWIDE CORPORATION CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.90 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 379 | SP | ADOBEINCCMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.00 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 380 | SP | ROLLINS INC.REGOFFSCTASK0796638 | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.88 | —0.00 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 381 | SP | LUMENTUM HOLDINGS INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 382 | SP | COPART, INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 383 | SP | DARDENRESTAURANTS,INC.CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 384 | SP | DEXCOM, INC. CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 385 | SP | AMERICAN INTL GROUP, INC. CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 386 | SP | HARTFORD INSURANCE GROUP INC/T CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 387 | SP | HILTON WORLDWIDE HOLDINGS INC. CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 388 | SP | INGERSOLL RAND INC CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 389 | SP | HASBRO, INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 390 | SP | GARTNER, INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.88 | —0.90 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 391 | SP | O'REILLY AUTOMOTIVE, INC. CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.82 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 392 | SP | CRHPUBLICLIMITED COMPANY CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 393 | SP | BROWN & BROWN, INC.CMN | — | S | 05/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | May 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 394 | SP | EQUIFAX INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 395 | SP | A.O. SMITH CORP (DEL) CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | DEL0.95 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 396 | SP | KROGERCOMPANYCMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 397 | SP | PACCAR INC CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 398 | SP | DECKERS OUTDOORS CORP CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 399 | SP | COSTAR GROUP, INC CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 400 | SP | AIR PRODUCTS & CHEMICALS INC CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 401 | SP | TYLER TECHNOLOGIES, INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 402 | SP | PTC INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 403 | SP | MSCI INC. CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.90 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 404 | SP | TESLA, INC. CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.84 | —0.90 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 405 | SP | RIVERSOUTH AUTH OHIO REV REV 5% 12/01/27 JD | — | P | 06/11/2026 | 07/01/2026 | $50,001 - $100,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jun 11, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 406 | SP | ALASKA ST HSG FIN CORP REV 5% 12/01/27 JD | — | P | 06/02/2026 | 07/01/2026 | $50,001 - $100,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jun 2, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 407 | SP | SYNCHRONY FINANCIAL HYBRID PERPETUAL | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 408 | SP | BANK OF NEW YORK MELLON CORPOR HYBRID PERPETUAL USD | — | P | 06/23/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 409 | SP | WELLS FARGO & COMPANY HYBRID PERPETUAL | — | P | 06/23/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 410 | SP | CHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL | — | P | 06/23/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 411 | SP | TRUIST FINANCIAL CORPORATION HYBRID PERPETUAL | — | P | 06/23/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 412 | SP | JPMORGAN CHASE & CO. HYBRID PERPETUAL | — | P | 06/01/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jun 1, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 413 | SP | SYNCHRONY FINANCIAE HYBRID PERPETUAL | — | P | 06/03/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jun 3, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 414 | DC | CLEVELAND OHIO WTR REV REV S% 01/01/27 J | — | P | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 415 | DC | LUMENTUM HOLDINGS INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 416 | DC | ARM HOLDINGS PLC ADR CMN | — | P | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 417 | DC | TEXAS A & M UNIVPERM UNIV FD REV 5%07/01/27JI | — | P | 06/24/2026 | 07/01/2026 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 24, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 418 | DC | STATE OF OH IO GO 5.0000% 09/15/31 MS | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 419 | ? | STATE OF OHIO GEN OBUGATION GO 5.000D% 05/01/27 MN OCR: owner unreadable | — | P | 06/10/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 10, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 420 | DC | LAKEWO0D 0HIO G0 S% 12/01/26 JD | — | P | 06/04/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 4, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 421 | DC | CHILLICOTHE OHIO CITY SCH DIST GO 5% 12/01/26 JD | — | P | 06/12/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 12, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 422 | DC | OHIO ST REV S%02/01/27FA | — | P | 05/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | May 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 423 | DC | OHIOSTDB5%05/01/27MN | — | P | 06/10/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 10, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 424 | DC | PALANTIR TECHNOLOGIES INC., CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 425 | DC | BROADCOM INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 426 | DC | EXPAND ENERGYCORPCMN | — | P | 06/18/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 18, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 427 | DC | SNOWFLAKE INC. CMN CLASS A | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 428 | DC | VERMONT MUN BD BK REVS% 12/01/26 JD | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 429 | DC | ALPHABET INC. CMN CLASS A | — | P | 05/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | May 16, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 430 | DC | AMAZON.COM INC CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 431 | DC | MICROSOFT CORPORATION CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 432 | DC | PALO ALTO NETWORKS INC, CMN | — | P | 05/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 433 | DC | MONOLITHIC POWER SYSTEMS, INC. CMN | — | P | 06/18/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 18, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 434 | DC | ZSCALER, INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 435 | ? | APPLOVIN CORPORATION CMN CLASS OCR: owner unreadable | — | S | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.60 | —0.90 | SellSell | Unknown | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 436 | DC | APPLIED MATERIALS INC CMN | — | S | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 437 | DC | MARVELL TECHNOLOGY, INC. CMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 438 | DC | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 439 | DC | COHERENT CORP CMN OCR: date uncertain | — | S (partial) | 05/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Dependent | May 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 440 | DC | EXXON MOBIL CORPORATION CMN | — | S (partial) | 06/18/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Jun 18, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 441 | DC | EQT CORPORATION CMN | — | S (partial) | 06/18/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Jun 18, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 442 | SP | MAICAPITALMANAGEMENT | — | S (partial) | 06/01/2026 | 06/01/2026 | $1,000,001 - $5,000,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Jun 1, 2026 | $1,000,001 - $5,000,000mid $3M | Unknown | Reviewnot modelled |
| 443 | SP | ABBOTTLABORATORIES | — | S | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | ABT0.92 | SellSell | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 444 | SP | BERKSHIREHATHAWAYINCCOMUSD0.0033 CLASS B | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 445 | SP | MASTERCARDINCORPORATEDCLA | — | S | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 446 | SP | MICRONTECHNOLOGYINC | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 447 | SP | NETFUX INC | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 448 | SP | PT BANK CENTRALASIA TBK UNSPONSORD ADR | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 449 | SP | AT&T INC COM USD1 | — | S | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 450 | SP | MARVELLTECHNOLOGYINCCOM | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 451 | DC | MAI CAPITAL MANAGEMENT | — | S (partial) | 06/01/2026 | 06/01/2026 | $1,000,001 - $5,000,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Jun 1, 2026 | $1,000,001 - $5,000,000mid $3M | Unknown | Reviewnot modelled |
| 452 | DC | ABBOTTLABORATORIES | — | S | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | ABT0.92 | SellSell | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 453 | DC | BERKSHIREHATHAWAYINCCOM USD0.0O33 CLASS 8 | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 454 | DC | MASTERCARD INCORPORATED CLA | — | S | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 455 | DC | MICRON TECHNOLOGY INC | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | MU0.95 | BuyBuy | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 456 | DC | NETFLIX INC | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | NFLX0.95 | BuyBuy | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 457 | ? | PT BANK CENTRALASIATBK UNSPONSORD ADR OCR: owner unreadable | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 458 | DC | AT&TINCCOMUSD1 | — | S | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 459 | DC | MARVELL TECHNOLOGY INC COM | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 460 | DC | INTUITIVE SURGICAL INC | — | S | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | ISRG0.95 | SellSell | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 461 | DC | MAI CAPITAL MANAGEMENT | — | S (partial) | 06/01/2026 | 06/01/2026 | $500,001 - $1,000,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Jun 1, 2026 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 462 | DC | ABBOTT LABORATORIES | — | S | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | ABT0.95 | SellSell | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 463 | DC | BERKSHIREHATHAWAYINCCOMUSD0.0O33 CLASS B | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 464 | DC | MASTERCARD INCORPORATED CLA | — | S | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.90 | SellSell | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 465 | DC | MICRONTECHNOLOGYINC | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 466 | DC | NETFLIX iNC | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | NFLX0.95 | BuyBuy | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 467 | DC | PT BANK CENTRALASIA TBK UNSPONSORD ADR | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |