Official filing metadata
- Filer (as printed)
- Hon. Michael T. McCaul
- Office (as printed)
- TX10
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 4, 2026
- Filing year
- 2026
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 86
- Parser version
- ocr_grid_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 228
REVIEW OCR 4p, rotation [0]: 86 rows from 4 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 · 86
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 | SP | OHIOSTWTRDEVAUTHREVWTRDEVREVBDS | — | P | 04/09/2026 | 05/02/2026 | $250,001 - $500,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 9, 2026 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 2 | SP | VIRGINIA COLLEGE BLDG AUTH VA EDL | — | P | 04/08/2026 | 05/02/2026 | $250,001 - $500,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 8, 2026 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 3 | SP | UNIVERSITY HOUSTON TEX UNIV REVS | — | P | 04/07/2026 | 05/02/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 7, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 4 | SP | INDIANAPOLIS IND WTR SYS REV REF REV BDS | — | P | 04/24/2026 | 05/02/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 5 | SP | CONNECTICUT ST SPL TAX OBLIG REV SPL | — | P | 04/29/2026 | 05/02/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 29, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 6 | SP | IACKSONCNTYMOSPLOBLIGSPLOBLIGBDS | — | P | 04/15/2026 | 05/02/2026 | $100,001 - $250,000 | 0.94 | —0.00 | BuyBuy | Spouse | Apr 15, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 7 | SP | LONG BEACH CALIF UNI SCH DIST GO BDS | — | P | 04/13/2026 | 05/02/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 8 | SP | IOWA ST SPL OBLIG IJOB PROG SPL OBLIG | — | P | 04/08/2026 | 05/02/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 8, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 9 | SP | CALIFORNIA INFRASTRUCTURE | — | P | 04/07/2026 | 05/02/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 7, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 10 | SP | ALLIANCE LAUNDRY HLDGS INC | — | P | 04/16/2026 | 05/02/2026 | $50,001 - $100,000 | 0.99 | —0.90 | BuyBuy | Spouse | Apr 16, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 11 | SP | INSIGHT ENTERPRISES INC | — | P | 04/23/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | NSIT0.95 | BuyBuy | Spouse | Apr 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 12 | SP | Mays-Allocate LP | — | P | 04/08/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 8, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 13 | SP | Mays-Allocate 2025 LP | — | P | 04/03/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 3, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 14 | SP | EQT CORP COM | — | P | 04/09/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Spouse | Apr 9, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 15 | SP | ONEMAIN HLDGS INC | — | P | 04/09/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Spouse | Apr 9, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 16 | SP | EQTCORPCOM | — | P | 04/24/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 17 | SP | Mays-Allocate LP | — | P | 04/27/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 27, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 18 | SP | TERADYNE INC | — | P | 04/29/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | TER0.95 | BuyBuy | Spouse | Apr 29, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 19 | SP | HURONCONSULTING GROUPINC | — | P | 04/23/2026 | 05/02/2026 | $15,001 - $50,000 | 0.97 | —0.00 | BuyBuy | Spouse | Apr 23, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 20 | SP | KEYSIGHT TECHNOLOGIES INC | — | P | 04/17/2026 | 05/02/2026 | $15,001 - $50,000 | 0.97 | KEYS0.95 | BuyBuy | Spouse | Apr 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 21 | SP | S&P GLOBAL INC | — | P | 04/01/2026 | 05/02/2026 | $1,001 - $15,000 | 0.96 | SPGI0.95 | BuyBuy | Spouse | Apr 1, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | SP | Mays-Allacate LP | — | P | 04/20/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 23 | SP | DANAHER CORPORATION COM | — | P | 04/28/2026 | 05/02/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 28, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 24 | SP | EQT CORP COM | — | P | 04/23/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.90 | BuyBuy | Spouse | Apr 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 25 | SP | EVERPURE, INC. CLASS A | — | P | 04/27/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.90 | BuyBuy | Spouse | Apr 27, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 26 | SP | SIEMENSENERGYAGSPONADS | — | P | 04/27/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 27, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 27 | SP | SAP ADR | — | P | 04/20/2026 | 05/02/2026 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Apr 20, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 28 | SP | ARTHUR J. GALLAGHER & CO. | — | P | 04/06/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | AJG0.95 | BuyBuy | Spouse | Apr 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | SP | WORKDAYINCCOMCLA | — | P | 04/20/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 30 | SP | MASTERCARDINCORPORATEDCLA | — | P | 04/17/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 17, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 31 | SP | S&P GLOBAL INC COM | — | P | 04/14/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.90 | BuyBuy | Spouse | Apr 14, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 32 | SP | INTUIT INC | — | P | 04/02/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | INTU0.95 | BuyBuy | Spouse | Apr 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | SP | MASTERCARD INCORPORATED CL A | — | P | 04/01/2026 | 05/02/2026 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Spouse | Apr 1, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 34 | SP | METAPLATFORMSINCCLASSA | — | P | 04/17/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 17, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 35 | SP | REDDIT INC CL A | — | P | 04/17/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.90 | BuyBuy | Spouse | Apr 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | SP | ARTHUR J. GALLAGHER & CO. ISIN #US3635761097 SEDOL #BD1QWJ0 | — | P | 04/07/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 7, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 37 | SP | INtuIT INC | — | P | 04/20/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | INTU0.95 | BuyBuy | Spouse | Apr 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | SP | S&P GLOBAL INC | — | P | 04/28/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | SPGI0.95 | BuyBuy | Spouse | Apr 28, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | SP | S&PGLOBALINC COM | — | P | 04/20/2026 | — | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 40 | SP | MASTERCARD INCORPORATEDCLA | — | P | 04/28/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 28, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 41 | SP | WORKDAY INC CLA | — | P | 04/23/2026 | 05/02/2026 | $1,001 - $15,000 | 0.97 | —0.90 | BuyBuy | Spouse | Apr 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 42 | SP | Mays-Allocate LP | — | P | 04/14/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 14, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 43 | SP | Mays-Allocate 2025 LP | — | P | 04/24/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 44 | SP | WORKDAY INC CLA | — | P | 04/28/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.90 | BuyBuy | Spouse | Apr 28, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 45 | SP | INTUIT INC | — | P | 04/29/2026 | 05/02/2026 | $1,001 - $15,000 | 0.98 | INTU0.95 | BuyBuy | Spouse | Apr 29, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | SP | ESTEE LAUDER COMPANIES INC CLASS A | — | P | 04/08/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.90 | BuyBuy | Spouse | Apr 8, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 47 | SP | ESTEE LAUDER COMPANIES INC COM USDO.O1 CLASS A | — | P | 04/09/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.90 | BuyBuy | Spouse | Apr 9, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 48 | SP | ESTEELAUDERCOMPANIESINCCLASSA | — | P | 04/01/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 1, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 49 | SP | Mays-Allocate 2025 LP | — | P | 04/29/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 29, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 50 | SP | HUMANA INC | — | P | 04/10/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | HUM0.95 | BuyBuy | Spouse | Apr 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | SP | MASTERCARDINCORPORATEDCLA | — | S | 04/27/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 27, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 52 | SP | ASML HOLDING NV EURO | — | S | 04/17/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Apr 17, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 53 | SP | BAYERAG SPONADR | — | S | 04/15/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 15, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 54 | SP | ASML HOLDING NV EURO | — | S | 04/06/2026 | 05/02/2026 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Spouse | Apr 6, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 55 | SP | WOODWARD INC COM | — | S | 04/22/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Apr 22, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 56 | SP | WOODWARD INC COM | — | S | 04/02/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Apr 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 57 | SP | WOODWARD INC COM | — | S | 04/13/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 58 | SP | BAYER AG SPONADR | — | S | 04/08/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 8, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 59 | SP | SHELL PLC SPON ADS | — | S | 04/23/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Apr 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 60 | SP | AERCAP HOLDINGS N.V. EURO.O1 | — | S | 04/10/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 10, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 61 | SP | FAIRISAACCORP | — | S | 04/22/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 22, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 62 | SP | VULCAN MATERIALS CO | — | S | 04/29/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | VMC0.95 | SellSell | Spouse | Apr 29, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | SP | VISA INC | — | S | 04/27/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | V0.95 | SellSell | Spouse | Apr 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | SP | AERCAP HOLDINGS N.V. EURO | — | S | 04/30/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 65 | SP | CONOCOPHILLIPS COM | — | S | 04/01/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Apr 1, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 66 | SP | BAYER AG SPON ADR | — | S | 04/23/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 67 | SP | GE VERNOVA INC | — | S | 04/29/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | GEV0.95 | SellSell | Spouse | Apr 29, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 68 | SP | CTS CORP | — | S | 04/23/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | CTS0.98 | SellSell | Spouse | Apr 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 69 | SP | SHELL PLC SPON ADS | — | S | 04/24/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.90 | SellSell | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 70 | SP | AON PLC SHS CLA COM USDO.01 | — | S | 04/06/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 6, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 71 | SP | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | — | S | 04/21/2026 | 05/02/2026 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Spouse | Apr 21, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 72 | SP | SHELL PLC SPON ADS | — | S | 04/07/2026 | 05/02/2026 | $15,001 - $50,000 | 0.98 | —0.90 | SellSell | Spouse | Apr 7, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 73 | SP | INTUIT INC | — | S | 04/17/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | INTU0.95 | SellSell | Spouse | Apr 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 74 | SP | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC : | — | S | 04/02/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 2, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 75 | SP | ARROW ELECTRONICS INC | — | S | 04/23/2026 | 05/02/2026 | $50,001 - $100,000 | 0.99 | ARW0.95 | SellSell | Spouse | Apr 23, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 76 | SP | APPLIEDINDUSTRIALTECHNOLOGIESINC | — | S | 04/09/2026 | 05/02/2026 | $50,001 - $100,000 | 0.99 | —0.83 | SellSell | Spouse | Apr 9, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 77 | SP | NEBRASKA INVT FIN AUTH SINGLE FAMILY | — | S | 04/14/2026 | 05/02/2026 | $500,001 - $1,000,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 14, 2026 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 78 | SP | CENCORAINCCOM | — | S | 04/30/2026 | 05/02/2026 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 30, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 79 | SP | STATE STREET SPDR S&P 5OO ETF UNITS | — | P | 04/30/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 30, 2026 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 80 | SP | CLIFFWATER ENHANCED LENDING FUND INSTL | — | P | 04/02/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 2, 2026 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 81 | SP | NORTHERN INTERMED TAX EXEMPT FUND | — | P | 04/23/2026 | 05/02/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 23, 2026 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |
| 82 | SP | STATE STREET SPDR S&P SOO ETF UNITS | — | P | 04/30/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 30, 2026 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 83 | SP | CLIFFWATER CORPORATE LENDING FUND I | — | P | 04/02/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 2, 2026 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 84 | SP | CLIFFWATER ENHANCED LENDING FUND INSTL | — | P | 04/02/2026 | 05/02/2026 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Spouse | Apr 2, 2026 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 85 | SP | STATESTREET SPDR S&P SOO ETF UNITS | — | P | 04/30/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 30, 2026 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 86 | — | — OCR: asset missing | — | S | 04/28/2026 | 05/02/2026 | $50,001 - $100,000 | 0.30 | —0.00 | SellSell | Self | Apr 28, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |