Official filing metadata
- Filer (as printed)
- Hon. Michael T. McCaul
- Office (as printed)
- TX10
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jun 10, 2026
- Filing year
- 2026
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 134
- Parser version
- ocr_grid_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 229
REVIEW OCR 6p, rotation [0]: 134 rows from 6 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 · 134
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 | WHITTIER CALIF UN HIGH SCH DIST GO | — | P | 05/11/2026 | 06/05/2026 | $250,001 - $500,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 11, 2026 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 2 | SP | NEW YORK ST DORM AUTH REVS NON ST | — | P | 05/07/2026 | 06/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 7, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 3 | SP | WASHINGTON ST MTR VEH FUEL TAX GO | — | P | 05/13/2026 | 06/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 13, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 4 | SP | VIRGINIASTPUB BLDGAUTH PUB FACS REV | — | P | 05/28/2026 | 06/05/2026 | $100,001 - $250,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 28, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 5 | SP | Braemont Partners II LP | — | P | 05/28/2026 | 06/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 28, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 6 | SP | METROPOLITAN WASH D CARPTS | — | P | 05/28/2026 | 06/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 28, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 7 | SP | NEW CANAAN CONN GO | — | P | 05/26/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | —0.90 | BuyBuy | Spouse | May 26, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 8 | SP | CALIFORNIA ST GO | — | P | 05/08/2026 | 06/05/2026 | $50,001 - $100,000 | 0.98 | —0.00 | BuyBuy | Spouse | May 8, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 9 | SP | RIO RANCHO N MEX PUB SCH DIST | — | P | 05/27/2026 | 06/05/2026 | $50,001 - $100,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 27, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 10 | SP | CALIFORNIA ST GO | — | P | 05/08/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 8, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 11 | SP | LOUISIANA-PACIFIC CORP | — | P | 05/05/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | LPX0.95 | BuyBuy | Spouse | May 5, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 12 | SP | BJS WHSL CEUB HLDGS INC | — | P | 05/04/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 4, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 13 | SP | HURON CONSULTING GROUP INC | — | P | 05/28/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | HURN0.95 | BuyBuy | Spouse | May 28, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 14 | SP | MUELLER WATER PRODUCTS INC | — | P | 05/29/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | MWA0.95 | BuyBuy | Spouse | May 29, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 15 | SP | HAYWARD HLDGS INC | — | P | 05/06/2026 | 06/05/2026 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 6, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 16 | SP | HOULIHAN LOKEY INC CL A | — | P | 05/04/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Spouse | May 4, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 17 | SP | VALVOLINE INC | — | P | 05/07/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | VVV0.95 | BuyBuy | Spouse | May 7, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 18 | SP | AMPHENOLCORP CLASSA | — | P | 05/26/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 26, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 19 | SP | MERCADOLIBRE INC | — | P | 05/15/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | MELI0.95 | BuyBuy | Spouse | May 15, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 20 | SP | MERCADOLIBRE INC | — | P | 05/12/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | MELI0.95 | BuyBuy | Spouse | May 12, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 21 | SP | DELL TECHNOLOGIES INC CL C * | — | P | 05/29/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Spouse | May 29, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 22 | SP | NETAPP INC | — | P | 05/29/2026 | 06/05/2026 | $15,001 - $50,000 | 0.96 | NTAP0.95 | BuyBuy | Spouse | May 29, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 23 | SP | ONEMAIN HLDGS INC COM | — | P | 05/28/2026 | 06/05/2026 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 28, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 24 | SP | Mays-Allocate 2025 LP | — | P | 05/22/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 22, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 25 | SP | FTI CONSULTING INC | — | P | 05/28/2026 | 06/05/2026 | $15,001 - $50,000 | 0.97 | FCN0.95 | BuyBuy | Spouse | May 28, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 26 | SP | CARLISLE COMPANIES INC | — | P | 05/01/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | CSL0.95 | BuyBuy | Spouse | May 1, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 27 | SP | HAYWARD HLDGS INC | — | P | 05/28/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Spouse | May 28, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 28 | SP | FT1 CONSULTING INC | — | P | 05/01/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | —0.84 | BuyBuy | Spouse | May 1, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 29 | SP | MSA SAFETY INC | — | P | 05/15/2026 | 06/05/2026 | $15,001 - $50,000 | 0.96 | MSA0.95 | BuyBuy | Spouse | May 15, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 30 | SP | FAIRISAACCORP | — | P | 05/28/2026 | 06/05/2026 | $15,001 - $50,000 | 0.97 | —0.00 | BuyBuy | Spouse | May 28, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 31 | SP | MUELLER WATER PRODUCTS INC | — | P | 05/18/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | MWA0.95 | BuyBuy | Spouse | May 18, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 32 | SP | ATI INC | — | P | 05/26/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | ATI0.98 | BuyBuy | Spouse | May 26, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 33 | SP | AMPHENOLCORPCLASSA | — | P | 05/22/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 22, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 34 | SP | META PLATFORMS INC CLASS A | — | P | 05/28/2026 | 06/05/2026 | $15,001 - $50,000 | 0.98 | META0.92 | BuyBuy | Spouse | May 28, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 35 | SP | COHERENT CORP | — | P | 05/06/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | COHR0.95 | BuyBuy | Spouse | May 6, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 36 | SP | ATI INC | — | P | 05/22/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | ATI0.98 | BuyBuy | Spouse | May 22, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 37 | SP | ARTHUR J. GALLAGHER & CO. | — | P | 05/20/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | AJG0.95 | BuyBuy | Spouse | May 20, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 38 | SP | MASTERCARDINCORPORATED CLA | — | P | 05/18/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 18, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 39 | SP | MASTERCARDINCORPORATEDCLA | — | P | 05/13/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 13, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 40 | SP | S&P GLOBAL INC | — | P | 05/05/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | SPGI0.95 | BuyBuy | Spouse | May 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 41 | SP | EVERPURE, INC. CLASS A | — | P | 05/11/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Spouse | May 11, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 42 | SP | S&P GLOBAL INC | — | P | 05/14/2026 | 06/05/2026 | $15,001 - $50,000 | 0.98 | SPGI0.95 | BuyBuy | Spouse | May 14, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 43 | SP | CHARTER COMMUNICATIONS INC NEW CL A | — | P | 05/11/2026 | 06/05/2026 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | May 11, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 44 | SP | ARISTA NETWORKS INC | — | P | 05/06/2026 | 06/05/2026 | $15,001 - $50,000 | 0.98 | ANET0.95 | BuyBuy | Spouse | May 6, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 45 | SP | Mays-Allocate 2025 LP | — | P | 05/18/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 18, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 46 | SP | KEYSIGHT TECHNOLOGIES INC | — | P | 05/22/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | KEYS0.95 | BuyBuy | Spouse | May 22, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | SP | COHERENT CORP | — | P | 05/07/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | COHR0.95 | BuyBuy | Spouse | May 7, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | SP | SIEMENSENERGYAGSPONADS | — | P | 05/22/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 22, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 49 | SP | Mays-Allocate 2025 LP | — | P | 05/22/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 22, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 50 | SP | SPOTIFY TECHNOLOGY S.A. | — | P | 05/22/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | SPOT0.95 | BuyBuy | Spouse | May 22, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | SP | ENTEGRIS INC | — | P | 05/26/2026 | 06/05/2026 | $1,001 - $15,000 | 0.98 | ENTG0.95 | BuyBuy | Spouse | May 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | SP | Mays-Allocate LP | — | P | 05/26/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 26, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 53 | SP | KEYSIGHT TECHNOLOGIES INC | — | P | 05/26/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | KEYS0.95 | BuyBuy | Spouse | May 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | SP | SERVICENOW INC | — | P | 05/22/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | NOW0.95 | BuyBuy | Spouse | May 22, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | SP | DANAHER CORPORATION | — | P | 05/22/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | DHR0.95 | BuyBuy | Spouse | May 22, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | SP | MASTERCARD INCORPORATED CL A | — | P | 05/07/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | —0.90 | BuyBuy | Spouse | May 7, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 57 | SP | S&P GLOBAL INC | — | P | 05/08/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | SPGI0.95 | BuyBuy | Spouse | May 8, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | SP | Mays-Allocate LP | — | P | 05/05/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 59 | SP | S&P GLOBAL INC | — | P | 05/18/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | SPGI0.95 | BuyBuy | Spouse | May 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | SP | DANAHER CORPORATION | — | P | 05/14/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | DHR0.95 | BuyBuy | Spouse | May 14, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | SP | DANAHERCORPORATION | — | P | 05/04/2026 | 06/05/2026 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | May 4, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 62 | SP | Mays-Allocate 2025 LP | — | P | 05/28/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 28, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 63 | SP | EQT CORP | — | P | 05/05/2026 | 06/05/2026 | $1,001 - $15,000 | 0.98 | EQT0.98 | BuyBuy | Spouse | May 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | SP | ARTHUR J. GALLAGHER & CO. | — | P | 05/08/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | AJG0.95 | BuyBuy | Spouse | May 8, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | SP | EQT CORP | — | P | 05/27/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | EQT0.98 | BuyBuy | Spouse | May 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | SP | Mays-Allocate 2025 LP | — | P | 05/06/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 6, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 67 | SP | HUMANA INC | — | P | 05/07/2026 | 06/05/2026 | $1,001 - $15,000 | 0.98 | HUM0.95 | BuyBuy | Spouse | May 7, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | SP | S&P GLOBAL INC | — | P | 05/26/2026 | 06/05/2026 | $1,001 - $15,000 | 0.98 | SPGI0.95 | BuyBuy | Spouse | May 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | SP | HUMANA INC | — | P | 05/04/2026 | 06/05/2026 | $1,001 - $15,000 | 0.98 | HUM0.95 | BuyBuy | Spouse | May 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | SP | ENTEGRIS INC | — | P | 05/22/2026 | 06/05/2026 | $1,001 - $15,000 | 0.96 | ENTG0.95 | BuyBuy | Spouse | May 22, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | SP | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | — | P | 05/26/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 26, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 72 | SP | NORTHERN INTERMED TAX EXEMPT FUND | — | P | 05/26/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 26, 2026 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 73 | SP | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS | — | S | 05/07/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | May 7, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 74 | SP | AMAZON.COM | — | S | 05/07/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | AMZN0.92 | SellSell | Spouse | May 7, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | SP | COMCAST CORP | — | S | 05/07/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | CMCSA0.95 | SellSell | Spouse | May 7, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | SP | AUTODESK INC | — | S | 05/06/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | ADSK0.95 | SellSell | Spouse | May 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 77 | SP | WOODWARD INC | — | S | 05/07/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | WWD0.95 | SellSell | Spouse | May 7, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 78 | SP | COMCAST CORP | — | S | 05/05/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | CMCSA0.95 | SellSell | Spouse | May 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | SP | MICROSOFTCORP | — | S | 05/21/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | May 21, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 80 | SP | WOODWARD INC | — | S | 05/21/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | WWD0.95 | SellSell | Spouse | May 21, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | SP | WOODWARD INC | — | S | 05/13/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | WWD0.95 | SellSell | Spouse | May 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 82 | SP | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS | — | S | 05/18/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | May 18, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 83 | SP | CONOCOPHILLIPS | — | S | 05/05/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | COP0.95 | SellSell | Spouse | May 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | SP | AERCAP HOLDINGSN.V. | — | S | 05/08/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | May 8, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 85 | SP | ALPHABET INC CL C. | — | S | 05/13/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | May 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 86 | SP | ALPHABET INC CL C | — | S | 05/18/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | May 18, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 87 | SP | COMCAST CORP | — | S | 05/12/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | CMCSA0.95 | SellSell | Spouse | May 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 88 | SP | DEXCOM INC | — | S | 05/07/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | DXCM0.95 | SellSell | Spouse | May 7, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 89 | SP | NORTHERNTAX-ADVGTULTRA-SHRTFIXED INC | — | S | 05/20/2026 | 06/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | May 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 90 | SP | BAYER AG SPON ADR | — | S | 05/12/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | May 12, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 91 | SP | BAYER AG SPON ADR | — | S | 05/29/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | May 29, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 92 | SP | UBER TECHNOLOGIES INC | — | S | 05/11/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | UBER0.95 | SellSell | Spouse | May 11, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 93 | SP | PTC INC | — | S | 05/05/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | PTC0.98 | SellSell | Spouse | May 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 94 | SP | COMCAST CORP | — | S | 05/11/2026 | 06/05/2026 | $15,001 - $50,000 | 0.97 | CMCSA0.95 | SellSell | Spouse | May 11, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 95 | SP | COMCAST CORP | — | S | 05/01/2026 | 06/05/2026 | $15,001 - $50,000 | 0.97 | CMCSA0.95 | SellSell | Spouse | May 1, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 96 | SP | AMAZON.COM INC | — | S | 05/28/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | AMZN0.92 | SellSell | Spouse | May 28, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 97 | SP | ALPHABET INC CLA | — | S | 05/06/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | —0.90 | SellSell | Spouse | May 6, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 98 | SP | INTUIT INC | — | S | 05/22/2026 | 06/05/2026 | $15,001 - $50,000 | 0.97 | INTU0.95 | SellSell | Spouse | May 22, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 99 | SP | ARROW ELECTRONICS INC | — | S | 05/01/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | ARW0.95 | SellSell | Spouse | May 1, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 100 | SP | AERCAP HOLDINGS N.V. | — | S | 05/20/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | AER0.95 | SellSell | Spouse | May 20, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 101 | SP | NORTHERNTAX-ADVGTULTRA-SHRTFIXEDINC | — | S | 05/20/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | May 20, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 102 | SP | AMAZON.COM INC | — | S | 05/26/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | AMZN0.92 | SellSell | Spouse | May 26, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 103 | SP | NORTHERN TAX-ADVGT UiTRA-SHRT FIXED INC | — | S | 05/18/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | May 18, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 104 | SP | WHITE MTNS INS GROUP LTD | — | S | 05/01/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | May 1, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 105 | SP | PRIMERICA INC | — | S | 05/01/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | PRI0.95 | SellSell | Spouse | May 1, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 106 | SP | COMCAST CORP | — | S | 05/18/2026 | 06/05/2026 | $15,001 - $50,000 | 0.97 | CMCSA0.95 | SellSell | Spouse | May 18, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 107 | SP | MICROSOFT CORP | — | S | 05/26/2026 | 06/05/2026 | $15,001 - $50,000 | 0.97 | MSFT0.95 | SellSell | Spouse | May 26, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 108 | SP | NETFLIX INC | — | S | 05/14/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | NFLX0.95 | SellSell | Spouse | May 14, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 109 | SP | FIRSTCASH HOLDINGS INC | — | S | 05/27/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | FCFS0.95 | SellSell | Spouse | May 27, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 110 | SP | CTS CORP | — | S | 05/18/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | CTS0.98 | SellSell | Spouse | May 18, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 111 | SP | ARAMARK COM | — | S | 05/01/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | —0.90 | SellSell | Spouse | May 1, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 112 | SP | VISA INC | — | S | 05/29/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | V0.95 | SellSell | Spouse | May 29, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 113 | SP | NORTHERN INTERMED TAX EXEMPT FUND | — | S | 05/22/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | May 22, 2026 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |
| 114 | SP | MICROSOFTCORP | — | S | 05/22/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | May 22, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 115 | SP | ADAMS &WELD CNTYS COLO SCH DI | — | S | 05/19/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | May 19, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 116 | SP | KALAMAZOO MICH PUB SCHS UTLD GO | — | S | 05/01/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | May 1, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 117 | SP | ALBANY DOUGHERTY GA | — | S | 05/15/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | May 15, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 118 | SP | FIRSTCASH HOLDINGS INC | — | S | 05/01/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | FCFS0.95 | SellSell | Spouse | May 1, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 119 | SP | ROGERS ARK SALES & USE TAX REV BDS | — | S | 05/01/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | May 1, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 120 | SP | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | — | S | 05/19/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | May 19, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 121 | SP | LANSING MICH BRD WTR & LT UTIL SYS | — | S | 05/18/2026 | 06/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | May 18, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 122 | SP | LONG BEACH CALIF UNI SCH DIST GO | — | S | 05/07/2026 | 06/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | May 7, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 123 | SP | ARROW ELECTRONICS INC | — | S | 05/27/2026 | 06/05/2026 | $100,001 - $250,000 | 0.97 | ARW0.95 | SellSell | Spouse | May 27, 2026 | $100,001 - $250,000mid $175K | Stock | modelled |
| 124 | SP | UNIVERSITY HOUSTON TEX UNIV REVS | — | S | 05/04/2026 | 06/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | May 4, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 125 | SP | PAYCHEX INC COM | — | P | 05/12/2026 | 06/05/2026 | $100,001 - $250,000 | 0.99 | —0.90 | BuyBuy | Spouse | May 12, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 126 | SP | CACI INTERNATIONAL INC | — | P | 05/20/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | CACI0.95 | BuyBuy | Spouse | May 20, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 127 | SP | PAYCHEX INC COM | — | P | 05/20/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Spouse | May 20, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 128 | SP | NUCOR CORPCOM | — | S | 05/12/2026 | 06/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | May 12, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 129 | SP | SENSATA TECHNOLOGIES HOLDING PLC | — | S | 05/20/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | ST0.95 | SellSell | Spouse | May 20, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 130 | SP | VISHAYINTERTECHNOLOGYINC | — | S | 05/20/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | May 20, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 131 | SP | INTEL CORP | — | S | 05/12/2026 | 06/05/2026 | $100,001 - $250,000 | 0.99 | INTC0.95 | SellSell | Spouse | May 12, 2026 | $100,001 - $250,000mid $175K | Stock | modelled |
| 132 | SP | — OCR: asset missing | — | P | 05/14/2026 | 06/05/2026 | $500,001 - $1,000,000 | 0.30 | —0.00 | BuyBuy | Spouse | May 14, 2026 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 133 | SP | — OCR: asset missing | — | P | 05/14/2026 | 06/05/2026 | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | May 14, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 134 | SP | NORTHERN INTERMED TAX EXEMPT FUND | — | P | 05/26/2026 | 06/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | May 26, 2026 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |