Official filing metadata
- Filer (as printed)
- Hon. Valerie Hoyle
- Office (as printed)
- OR04
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 12, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 230
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 613
Reading this page
The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 230
Left: official, as printed · Right: normalized
| Official · as printed in the filing | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | SP | 3M Company Common Stock (MMM) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | description: Purchase less than $1,000 | MMM | S | 07/28/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | MMM0.98 | SellSell | Spouse | Jul 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | SP | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | GOOGL | S (partial) | 04/15/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | GOOGL0.98 | PartialPartial sale | Spouse | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | SP | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | GOOGL | S (partial) | 04/02/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | GOOGL0.98 | PartialPartial sale | Spouse | Apr 2, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | SP | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | GOOGL | P | 07/14/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | GOOGL0.98 | BuyBuy | Spouse | Jul 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | SP | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | GOOGL | P | 07/02/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | GOOGL0.98 | BuyBuy | Spouse | Jul 2, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | SP | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | GOOGL | P | 01/13/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | GOOGL0.98 | BuyBuy | Spouse | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | SP | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | GOOGL | P | 12/27/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | GOOGL0.98 | BuyBuy | Spouse | Dec 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | SP | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | GOOGL | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | GOOGL0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | SP | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | GOOG | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | GOOG0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | SP | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | AMZN | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | AMZN0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | SP | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | AMZN | P | 01/13/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | AMZN0.98 | BuyBuy | Spouse | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | SP | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | AMZN | P | 06/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | AMZN0.98 | BuyBuy | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | SP | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | AMZN | P | 07/02/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | AMZN0.98 | BuyBuy | Spouse | Jul 2, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | SP | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | AMZN | P | 04/02/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | AMZN0.98 | BuyBuy | Spouse | Apr 2, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | SP | Amdocs Limited - Ordinary Shares (DOX) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | DOX | P | 04/15/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | DOX0.98 | BuyBuy | Spouse | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | SP | AMETEK, Inc. (AME) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | AME | S | 01/24/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | AME0.98 | SellSell | Spouse | Jan 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | SP | AMETEK, Inc. (AME) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | AME | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | AME0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | SP | Amphenol Corporation Common Stock (APH) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | APH | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | APH0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | SP | Apollo Global Management, Inc. (APO) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | APO | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | APO0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | SP | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | AAPL | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | SP | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | AAPL | P | 06/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | SP | Ares Management Corporation Class A Common Stock (ARES) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | ARES | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | ARES0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | SP | Arista Networks, Inc. Common Stock (ANET) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | ANET | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | ANET0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | SP | Arista Networks, Inc. Common Stock (ANET) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | ANET | P | 12/04/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | ANET0.98 | BuyBuy | Spouse | Dec 4, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | SP | Arista Networks, Inc. Common Stock (ANET) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | ANET | S | 04/29/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | ANET0.98 | SellSell | Spouse | Apr 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | SP | Arista Networks, Inc. Common Stock (ANET) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | ANET | P | 07/14/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | ANET0.98 | BuyBuy | Spouse | Jul 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | SP | Arthur J. Gallagher & Co. Common Stock (AJG) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | AJG | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | AJG0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | SP | ASML Holding N.V. - New York Registry Shares (ASML) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | ASML | P | 12/27/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | ASML0.98 | BuyBuy | Spouse | Dec 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | SP | ASML Holding N.V. - New York Registry Shares (ASML) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | ASML | S | 01/24/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | ASML0.98 | SellSell | Spouse | Jan 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | SP | AstraZeneca PLC - American Depositary Shares (AZN) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | AZN | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | AZN0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | SP | AutoZone, Inc. Common Stock (AZO) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | AZO | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | AZO0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | SP | Bank of America Corporation Common Stock (BAC) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | BAC | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | BAC0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | SP | Bank of America Corporation Common Stock (BAC) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | BAC | P | 06/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | BAC0.98 | BuyBuy | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | SP | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | BRK.B | S (partial) | 05/21/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | BRK-B0.98 | PartialPartial sale | Spouse | May 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | SP | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | BRK.B | S (partial) | 07/02/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | BRK-B0.98 | PartialPartial sale | Spouse | Jul 2, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | SP | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | BRK.B | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | BRK-B0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | SP | BioNTech SE - American Depositary Shares (BNTX) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | BNTX | S | 08/07/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | BNTX0.98 | SellSell | Spouse | Aug 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | SP | BlackRock, Inc. Common Stock (BLK) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | BLK | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | BLK0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | SP | Blackstone Inc. Common Stock (BX) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | BX | P | 04/15/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | BX0.98 | BuyBuy | Spouse | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | SP | Blackstone Inc. Common Stock (BX) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | BX | S | 06/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | BX0.98 | SellSell | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | SP | Boeing Company (BA) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | BA | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | BA0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | SP | Booking Holdings Inc. - Common Stock (BKNG) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | BKNG | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | BKNG0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | SP | Boston Scientific Corporation Common Stock (BSX) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | BSX | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | BSX0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | SP | Bristol-Myers Squibb Company Common Stock (BMY) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | BMY | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | BMY0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | SP | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | AVGO | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | AVGO0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | SP | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | AVGO | P | 06/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | AVGO0.98 | BuyBuy | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | SP | Brown & Brown, Inc. Common Stock (BRO) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | BRO | P | 06/26/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | BRO0.98 | BuyBuy | Spouse | Jun 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | SP | Brown Forman Inc Class B Common Stock (BF.B) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | BF.B | P | 07/14/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | BF-B0.98 | BuyBuy | Spouse | Jul 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | SP | Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CDNS | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CDNS0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | SP | Canadian Natural Resources Limited Common Stock (CNQ) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CNQ | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CNQ0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | SP | Cap Gemini SA American Depositary Shares (CGEMY) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CGEMY | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CGEMY0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | SP | Capital One Financial Corporation Common Stock (COF) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | COF | P | 06/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | COF0.98 | BuyBuy | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | SP | Centene Corporation Common Stock (CNC) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CNC | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CNC0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | SP | CF Industries Holdings, Inc. Common Stock (CF) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CF | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CF0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | SP | Cintas Corporation - Common Stock (CTAS) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CTAS | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CTAS0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | SP | Cisco Systems, Inc. - Common Stock (CSCO) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CSCO | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CSCO0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | SP | CME Group Inc. - Class A Common Stock (CME) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CME | P | 05/21/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CME0.98 | BuyBuy | Spouse | May 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | SP | Coca-Cola Company (KO) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | KO | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | KO0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | SP | Coca-Cola Europacific Partners plc - Ordinary Shares (CCEP) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CCEP | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CCEP0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | SP | Coca-Cola Europacific Partners plc - Ordinary Shares (CCEP) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CCEP | S | 06/26/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CCEP0.98 | SellSell | Spouse | Jun 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | SP | Comcast Corporation - Class A Common Stock (CMCSA) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CMCSA | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CMCSA0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | SP | ConocoPhillips Common Stock (COP) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | COP | P | 04/29/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | COP0.98 | BuyBuy | Spouse | Apr 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | SP | CONSTELLATION SFTWRE INC (CNSWF) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CNSWF | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CNSWF0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | SP | Copart, Inc. - Common Stock (CPRT) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CPRT | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CPRT0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | SP | Copart, Inc. - Common Stock (CPRT) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CPRT | S | 08/19/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CPRT0.98 | SellSell | Spouse | Aug 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | SP | CoreWeave, Inc. - Class A Common Stock (CRWV) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CRWV | P | 06/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CRWV0.98 | BuyBuy | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | SP | Costco Wholesale Corporation - Common Stock (COST) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | COST | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | COST0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | SP | Crown Castle Inc. Common Stock (CCI) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CCI | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CCI0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | SP | Crown Holdings, Inc. (CCK) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CCK | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CCK0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | SP | CVS Health Corporation Common Stock (CVS) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CVS | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CVS0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | SP | Danaher Corporation Common Stock (DHR) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | DHR | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | DHR0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | SP | DBA Sempra Common Stock (SRE) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | SRE | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | SRE0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 73 | SP | DBA Sempra Common Stock (SRE) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | SRE | S | 06/26/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | SRE0.98 | SellSell | Spouse | Jun 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 74 | SP | Deere & Company Common Stock (DE) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | DE | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | DE0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | SP | Diageo plc Common Stock (DEO) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | DEO | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | DEO0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | SP | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | ETN | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | ETN0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 77 | SP | Edison International Common Stock (EIX) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | EIX | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | EIX0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 78 | SP | Elevance Health, Inc. Common Stock (ELV) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | ELV | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | ELV0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | SP | Elevance Health, Inc. Common Stock (ELV) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | ELV | S | 01/13/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | ELV0.98 | SellSell | Spouse | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 80 | SP | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | LLY | S (partial) | 05/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Spouse | May 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | SP | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | LLY | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 82 | SP | Emerson Electric Company Common Stock (EMR) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | EMR | P | 07/14/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | EMR0.98 | BuyBuy | Spouse | Jul 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 83 | SP | Exxon Mobil Corporation Common Stock (XOM) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | XOM | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | XOM0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | SP | FedEx Corporation Common Stock (FDX) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | FDX | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | FDX0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 85 | SP | Gartner, Inc. Common Stock (IT) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | IT | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | IT0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | SP | Gartner, Inc. Common Stock (IT) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | IT | S | 06/26/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | IT0.98 | SellSell | Spouse | Jun 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 87 | SP | GE Aerospace Common Stock (GE) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | GE | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | GE0.95 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 88 | SP | GE Vernova Inc. Common Stock (GEV) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | GEV | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | GEV0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 89 | SP | Gen Digital Inc. - Common Stock (GEN) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | GEN | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | GEN0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 90 | SP | Gilead Sciences, Inc. - Common Stock (GILD) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | GILD | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | GILD0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 91 | SP | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | description: Purchase less than $1,000 | — | S | 07/28/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | GS0.95 | SellSell | Spouse | Jul 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 92 | SP | GSK plc American Depositary Shares (GSK) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | GSK | P | 11/18/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | GSK0.98 | BuyBuy | Spouse | Nov 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 93 | SP | H&R Block, Inc. Common Stock (HRB) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | HRB | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | HRB0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | SP | Haleon plc American Depositary Shares (HLN) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | HLN | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | HLN0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 95 | SP | HCA Healthcare, Inc. Common Stock (HCA) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | HCA | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | HCA0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 96 | SP | HCA Healthcare, Inc. Common Stock (HCA) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | HCA | S | 12/27/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | HCA0.98 | SellSell | Spouse | Dec 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 97 | SP | Heico Corporation Common Stock (HEI.A) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | HEI.A | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | HEI-A0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 98 | SP | Hilton Worldwide Holdings Inc. Common Stock (HLT) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | HLT | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | HLT0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | SP | Imperial Oil Limited Common Stock (IMO) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | IMO | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | IMO0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 100 | SP | Ingersoll Rand Inc. Common Stock (IR) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | IR | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | IR0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 101 | SP | Ingersoll Rand Inc. Common Stock (IR) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | IR | S | 05/21/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | IR0.98 | SellSell | Spouse | May 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 102 | SP | Intuit Inc. - Common Stock (INTU) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | INTU | S | 02/04/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | INTU0.98 | SellSell | Spouse | Feb 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 103 | SP | Intuit Inc. - Common Stock (INTU) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | INTU | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | INTU0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 104 | SP | Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | JNJ | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | JNJ0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 105 | SP | Johnson Controls International plc Ordinary Share (JCI) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | JCI | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | JCI0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 106 | SP | Johnson Controls International plc Ordinary Share (JCI) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | JCI | S | 08/19/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | JCI0.98 | SellSell | Spouse | Aug 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 107 | SP | JP Morgan Chase & Co. Common Stock (JPM) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | JPM | S (partial) | 07/02/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | JPM0.98 | PartialPartial sale | Spouse | Jul 2, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 108 | SP | JP Morgan Chase & Co. Common Stock (JPM) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | JPM | P | 01/24/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | JPM0.98 | BuyBuy | Spouse | Jan 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 109 | SP | JP Morgan Chase & Co. Common Stock (JPM) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | JPM | S (partial) | 03/13/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | JPM0.98 | PartialPartial sale | Spouse | Mar 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 110 | SP | JP Morgan Chase & Co. Common Stock (JPM) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | JPM | S (partial) | 04/15/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | JPM0.98 | PartialPartial sale | Spouse | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 111 | SP | JP Morgan Chase & Co. Common Stock (JPM) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | JPM | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | JPM0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 112 | SP | Kenvue Inc. Common Stock (KVUE) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | KVUE | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | KVUE0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 113 | SP | Keurig Dr Pepper Inc. (KDP) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | KDP | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | KDP0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 114 | SP | KKR & Co. Inc. Common Stock (KKR) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | KKR | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | KKR0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 115 | SP | KKR & Co. Inc. Common Stock (KKR) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | KKR | P | 04/02/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | KKR0.98 | BuyBuy | Spouse | Apr 2, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 116 | SP | KLA Corporation - Common Stock (KLAC) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | KLAC | P | 07/28/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | KLAC0.98 | BuyBuy | Spouse | Jul 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 117 | SP | KLA Corporation - Common Stock (KLAC) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | KLAC | S | 04/29/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | KLAC0.98 | SellSell | Spouse | Apr 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 118 | SP | KLA Corporation - Common Stock (KLAC) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | KLAC | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | KLAC0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 119 | SP | Knight-Swift Transportation Holdings Inc. (KNX) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | KNX | P | 06/26/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | KNX0.98 | BuyBuy | Spouse | Jun 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 120 | SP | Kroger Company (KR) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | KR | P | 07/28/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | KR0.98 | BuyBuy | Spouse | Jul 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 121 | SP | Lam Research Corporation - Common Stock (LRCX) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | LRCX | S (partial) | 02/04/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | LRCX0.98 | PartialPartial sale | Spouse | Feb 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 122 | SP | Lam Research Corporation - Common Stock (LRCX) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | LRCX | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | LRCX0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 123 | SP | Lennar Corporation Class A Common Stock (LEN) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | LEN | P | 06/26/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | LEN0.98 | BuyBuy | Spouse | Jun 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 124 | SP | Linde plc - Ordinary Shares (LIN) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | LIN | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | LIN0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 125 | SP | Lockheed Martin Corporation Common Stock (LMT) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | LMT | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | LMT0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 126 | SP | Lowe's Companies, Inc. Common Stock (LOW) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | LOW | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | LOW0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 127 | SP | LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | LPLA | P | 03/03/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | LPLA0.98 | BuyBuy | Spouse | Mar 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 128 | SP | M&T Bank Corporation Common Stock (MTB) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | MTB | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | MTB0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 129 | SP | Marriott International - Class A Common Stock (MAR) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | MAR | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | MAR0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 130 | SP | Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | MMC | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | MRSH0.95 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 131 | SP | Martin Marietta Materials, Inc. Common Stock (MLM) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | MLM | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | MLM0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 132 | SP | Marvell Technology, Inc. - Common Stock (MRVL) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | MRVL | P | 02/20/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | MRVL0.98 | BuyBuy | Spouse | Feb 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 133 | SP | Mastercard Incorporated Common Stock (MA) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | MA | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | MA0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 134 | SP | MercadoLibre, Inc. - Common Stock (MELI) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | MELI | P | 03/13/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | MELI0.98 | BuyBuy | Spouse | Mar 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 135 | SP | Merck & Company, Inc. Common Stock (MRK) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | MRK | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | MRK0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 136 | SP | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | META | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | META0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 137 | SP | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | META | P | 06/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | META0.98 | BuyBuy | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 138 | SP | Micron Technology, Inc. - Common Stock (MU) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | MU | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | MU0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 139 | SP | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | MSFT | P | 10/29/2024 | 09/11/2025 | $15,001 - $50,000 | 1.00 | MSFT0.98 | BuyBuy | Spouse | Oct 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 140 | SP | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | MSFT | P | 06/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 141 | SP | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | MSFT | P | 06/09/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Spouse | Jun 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 142 | SP | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | MSFT | P | 01/13/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Spouse | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 143 | SP | Moody's Corporation Common Stock (MCO) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | MCO | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | MCO0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 144 | SP | Morgan Stanley Common Stock (MS) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | MS | P | 01/24/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | MS0.98 | BuyBuy | Spouse | Jan 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 145 | SP | Morgan Stanley Common Stock (MS) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | MS | S (partial) | 04/02/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | MS0.98 | PartialPartial sale | Spouse | Apr 2, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 146 | SP | Motorola Solutions, Inc. Common Stock (MSI) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | MSI | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | MSI0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 147 | SP | National Grid Transco, PLC National Grid PLC (NGG) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | NGG | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | NGG0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 148 | SP | Netflix, Inc. - Common Stock (NFLX) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | NFLX | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | NFLX0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 149 | SP | Netflix, Inc. - Common Stock (NFLX) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | NFLX | P | 02/04/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | NFLX0.98 | BuyBuy | Spouse | Feb 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 150 | SP | Northern Trust Corporation - Common Stock (NTRS) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | NTRS | P | 07/28/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | NTRS0.98 | BuyBuy | Spouse | Jul 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 151 | SP | Northrop Grumman Corporation Common Stock (NOC) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | NOC | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | NOC0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 152 | SP | Novo Nordisk A/S Common Stock (NVO) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | NVO | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | NVO0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 153 | SP | Nutrien Ltd. Common Shares (NTR) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | NTR | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | NTR0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 154 | SP | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | NVDA | P | 10/29/2024 | 09/11/2025 | $15,001 - $50,000 | 1.00 | NVDA0.98 | BuyBuy | Spouse | Oct 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 155 | SP | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | NVDA | P | 01/14/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | NVDA0.98 | BuyBuy | Spouse | Jan 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 156 | SP | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | NVDA | P | 01/13/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | NVDA0.98 | BuyBuy | Spouse | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 157 | SP | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | NVDA | P | 06/09/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | NVDA0.98 | BuyBuy | Spouse | Jun 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 158 | SP | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | NVDA | P | 06/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | NVDA0.98 | BuyBuy | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 159 | SP | NXP Semiconductors N.V. - Common Stock (NXPI) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | NXPI | P | 11/18/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | NXPI0.98 | BuyBuy | Spouse | Nov 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 160 | SP | Oracle Corporation Common Stock (ORCL) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | ORCL | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | ORCL0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 161 | SP | Oracle Corporation Common Stock (ORCL) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | ORCL | S (partial) | 04/15/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | ORCL0.98 | PartialPartial sale | Spouse | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 162 | SP | O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | ORLY | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | ORLY0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 163 | SP | Pacific Gas & Electric Co. Common Stock (PCG) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | PCG | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | PCG0.95 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 164 | SP | Palo Alto Networks, Inc. (PANW) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | PANW | P | 03/13/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | PANW0.98 | BuyBuy | Spouse | Mar 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 165 | SP | Palo Alto Networks, Inc. (PANW) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | PANW | S | 08/19/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | PANW0.98 | SellSell | Spouse | Aug 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 166 | SP | Pentair plc. Ordinary Share (PNR) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | PNR | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | PNR0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 167 | SP | PNC Financial Services Group, Inc. (PNC) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | PNC | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | PNC0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 168 | SP | Procter & Gamble Company (PG) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | PG | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | PG0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 169 | SP | Procter & Gamble Company (PG) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | PG | S | 07/02/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | PG0.98 | SellSell | Spouse | Jul 2, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 170 | SP | Progressive Corporation (PGR) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | PGR | P | 06/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | PGR0.98 | BuyBuy | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 171 | SP | QUALCOMM Incorporated - Common Stock (QCOM) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | QCOM | S | 02/20/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | QCOM0.98 | SellSell | Spouse | Feb 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 172 | SP | QUALCOMM Incorporated - Common Stock (QCOM) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | QCOM | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | QCOM0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 173 | SP | Quanta Services, Inc. Common Stock (PWR) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | PWR | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | PWR0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 174 | SP | Regal Rexnord Corporation Common Stock (RRX) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | RRX | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | RRX0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 175 | SP | Republic Services, Inc. Common Stock (RSG) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | RSG | P | 06/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | RSG0.98 | BuyBuy | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 176 | SP | Ross Stores, Inc. - Common Stock (ROST) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | ROST | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | ROST0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 177 | SP | S&P Global Inc. Common Stock (SPGI) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | SPGI | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | SPGI0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 178 | SP | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CRM | P | 06/26/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CRM0.98 | BuyBuy | Spouse | Jun 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 179 | SP | SAP SE ADS (SAP) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | SAP | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | SAP0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 180 | SP | ServiceNow, Inc. Common Stock (NOW) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | NOW | P | 04/15/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | NOW0.98 | BuyBuy | Spouse | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 181 | SP | ServiceNow, Inc. Common Stock (NOW) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | NOW | S | 08/19/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | NOW0.98 | SellSell | Spouse | Aug 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 182 | SP | Shell PLC American Depositary Shares (SHEL) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | SHEL | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | SHEL0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 183 | SP | Sherwin-Williams Company (SHW) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | SHW | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | SHW0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 184 | SP | Sherwin-Williams Company (SHW) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | SHW | S | 07/14/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | SHW0.98 | SellSell | Spouse | Jul 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 185 | SP | Siemens AG American Depositary Shares (SIEGY) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | SIEGY | S | 02/20/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | SIEGY0.98 | SellSell | Spouse | Feb 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 186 | SP | Siemens AG American Depositary Shares (SIEGY) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | SIEGY | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | SIEGY0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 187 | SP | Snap Inc. Class A Common Stock (SNAP) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | SNAP | P | 02/04/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | SNAP0.98 | BuyBuy | Spouse | Feb 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 188 | SP | Southern Company (SO) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | SO | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | SO0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 189 | SP | Spotify Technology S.A. Ordinary Shares (SPOT) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | SPOT | P | 03/13/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | SPOT0.98 | BuyBuy | Spouse | Mar 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 190 | SP | Synopsys, Inc. - Common Stock (SNPS) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | SNPS | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | SNPS0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 191 | SP | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | TSM | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | TSM0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 192 | SP | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | TSM | P | 05/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | TSM0.98 | BuyBuy | Spouse | May 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 193 | SP | Target Corporation Common Stock (TGT) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | TGT | P | 02/04/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | TGT0.98 | BuyBuy | Spouse | Feb 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 194 | SP | The Bank of New York Mellon Corporation Common Stock (BK) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | BK | P | 06/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | BNY0.95 | BuyBuy | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 195 | SP | The Cigna Group Common Stock (CI) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | CI | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | CI0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 196 | SP | The Hartford Insurance Group, Inc. Common Stock (HIG) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | HIG | P | 06/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | HIG0.98 | BuyBuy | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 197 | SP | The Travelers Companies, Inc. Common Stock (TRV) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | TRV | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | TRV0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 198 | SP | Thermo Fisher Scientific Inc Common Stock (TMO) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | TMO | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | TMO0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 199 | SP | Thermo Fisher Scientific Inc Common Stock (TMO) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | TMO | P | 06/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | TMO0.98 | BuyBuy | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 200 | SP | Thermo Fisher Scientific Inc Common Stock (TMO) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | TMO | S | 03/03/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | TMO0.98 | SellSell | Spouse | Mar 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 201 | SP | Trane Technologies plc (TT) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | TT | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | TT0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 202 | SP | Transdigm Group Incorporated Common Stock (TDG) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | TDG | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | TDG0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 203 | SP | Tyler Technologies, Inc. Common Stock (TYL) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | TYL | P | 06/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | TYL0.98 | BuyBuy | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 204 | SP | Tyler Technologies, Inc. Common Stock (TYL) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | TYL | P | 08/07/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | TYL0.98 | BuyBuy | Spouse | Aug 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 205 | SP | Tyson Foods, Inc. Common Stock (TSN) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | TSN | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | TSN0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 206 | SP | U.S. Bancorp Common Stock (USB) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | USB | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | USB0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 207 | SP | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | UBER | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | UBER0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 208 | SP | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | UBER | S | 11/18/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | UBER0.98 | SellSell | Spouse | Nov 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 209 | SP | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | UBER | P | 08/19/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | UBER0.98 | BuyBuy | Spouse | Aug 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 210 | SP | United Rentals, Inc. Common Stock (URI) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | URI | P | 08/07/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | URI0.98 | BuyBuy | Spouse | Aug 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 211 | SP | United Rentals, Inc. Common Stock (URI) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | URI | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | URI0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 212 | SP | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | UNH | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | UNH0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 213 | SP | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | UNH | P | 04/29/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | UNH0.98 | BuyBuy | Spouse | Apr 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 214 | SP | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | UNH | S (partial) | 05/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | UNH0.98 | PartialPartial sale | Spouse | May 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 215 | SP | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | UNH | P | 04/15/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | UNH0.98 | BuyBuy | Spouse | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 216 | SP | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | UNH | S (partial) | 01/24/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | UNH0.98 | PartialPartial sale | Spouse | Jan 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 217 | SP | US Foods Holding Corp. Common Stock (USFD) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | USFD | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | USFD0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 218 | SP | Verisk Analytics, Inc. - Common Stock (VRSK) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | VRSK | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | VRSK0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 219 | SP | Vertiv Holdings, LLC Class A Common Stock (VRT) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | VRT | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | VRT0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 220 | SP | Visa Inc. (V) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | V | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 221 | SP | Vulcan Materials Company (VMC) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | VMC | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | VMC0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 222 | SP | Vulcan Materials Company (VMC) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | VMC | S | 06/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | VMC0.98 | SellSell | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 223 | SP | Walgreens Boots Alliance, Inc. - Common Stock (WBA) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | description: Purchase less than $1,000 | WBA | S | 08/27/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Spouse | Aug 27, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 224 | SP | Walt Disney Company (DIS) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | DIS | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | DIS0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 225 | SP | Waste Connections, Inc. Common Shares (WCN) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | WCN | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | WCN0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 226 | SP | Watsco, Inc. Common Stock (WSO) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | WSO | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | WSO0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 227 | SP | Wells Fargo & Company Common Stock (WFC) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | WFC | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | WFC0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 228 | SP | Wells Fargo & Company Common Stock (WFC) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | WFC | P | 06/06/2025 | 09/11/2025 | $1,001 - $15,000 | 1.00 | WFC0.98 | BuyBuy | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 229 | SP | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | WAB | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | WAB0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 230 | SP | Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] filing_status: New | subholding_of: Fidelity Rollover IRA | WTW | P | 10/29/2024 | 09/11/2025 | $1,001 - $15,000 | 1.00 | WTW0.98 | BuyBuy | Spouse | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |