Official filing metadata
- Filer (as printed)
- Hon. Michael T. McCaul
- Office (as printed)
- TX10
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 11, 2025
- Filing year
- 2025
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 161
- Parser version
- ocr_grid_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 707
REVIEW OCR 8p, rotation [90]: 161 rows from 8 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 · 161
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 | — | PLEXUS CORP OCR: layout unrecognised, date uncertain, low text confidence | — | P | 03/05/2025 | — | $50,001 - $100,000 | 0.30 | PLXS0.95 | BuyBuy | Self | Mar 5, 2025 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 2 | — | Recurring Capital Fund tV LP OCR: layout unrecognised, low text confidence | — | P | 08/26/2025 | — | $100,001 - $250,000 | 0.30 | —0.00 | BuyBuy | Self | Aug 26, 2025 | $100,001 - $250,000mid $175K | Mutual fund | Reviewnot modelled |
| 3 | — | WINK-LOVING TEX INDPT OCR: date unreadable, layout unrecognised, low text confidence | — | P | — | — | $100,001 - $250,000 | 0.30 | —0.00 | BuyBuy | Self | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 4 | — | Cavco Inds inc Detcom OCR: layout unrecognised | — | P | 08/29/2025 | — | $100,001 - $250,000 | 0.30 | —0.00 | BuyBuy | Self | Aug 29, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 5 | — | BROADCOM INC OCR: date unreadable, layout unrecognised | — | P | — | — | $50,001 - $100,000 | 0.30 | AVGO0.95 | BuyBuy | Self | — | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 6 | — | RHODE IS HSG & MTG FIN OCR: date unreadable, layout unrecognised, low text confidence | — | P | — | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Self | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 7 | — | Mays-allocate Lp OCR: layout unrecognised, low text confidence | — | P | 08/13/2025 | — | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Self | Aug 13, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 8 | — | Rhode Is hsg & mtg Fin OCR: date unreadable, layout unrecognised, low text confidence | — | P | — | — | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Self | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 9 | — | AptarGroup, Inc. OCR: layout unrecognised, low text confidence | — | P | 08/07/2025 | — | $15,001 - $50,000 | 0.30 | ATR0.95 | BuyBuy | Self | Aug 7, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 10 | — | PRIMERICA INC OCR: layout unrecognised | — | P | 08/20/2025 | — | $15,001 - $50,000 | 0.30 | PRI0.95 | BuyBuy | Self | Aug 20, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 11 | — | White Mountains tnsurance Group Ltd OCR: layout unrecognised, low text confidence | — | P | 08/20/2025 | — | $15,001 - $50,000 | 0.30 | —0.86 | BuyBuy | Self | Aug 20, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 12 | — | LONDON STOCK EXCHG-UNSP ADR OCR: layout unrecognised, low text confidence | — | P | 08/13/2025 | — | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Self | Aug 13, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 13 | — | LONDON STOCK EXCHG-UNSP ADR OCR: layout unrecognised, low text confidence | — | P | 08/20/2025 | — | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Self | Aug 20, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 14 | — | Zlons Bankorporation NA OCR: layout unrecognised, low text confidence | — | P | 08/20/2025 | — | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Self | Aug 20, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 15 | — | REDDIT INC REG SHS-A- OCR: date unreadable, layout unrecognised, low text confidence | — | P | — | — | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Self | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 16 | — | BOOKING HLDGS INC OCR: date unreadable, layout unrecognised | — | P | — | — | $15,001 - $50,000 | 0.30 | —0.90 | BuyBuy | Self | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 17 | ? | BROADCOM INC OCR: owner unreadable, date unreadable, layout unrecognised, low text confidence | — | P | — | — | $15,001 - $50,000 | 0.30 | AVGO0.95 | BuyBuy | Unknown | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 18 | ? | DEXCOM INC OCR: owner unreadable, date unreadable, layout unrecognised, low text confidence | — | P | — | — | $15,001 - $50,000 | 0.30 | DXCM0.95 | BuyBuy | Unknown | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 19 | ? | PINTEREST INC REG SHS OCR: owner unreadable, date unreadable, layout unrecognised, low text confidence | — | P | — | — | $15,001 - $50,000 | 0.30 | —0.90 | BuyBuy | Unknown | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 20 | — | REDDIT INC REG SHS-A- OCR: date unreadable, layout unrecognised, low text confidence | — | P | — | — | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Self | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 21 | SP | Mays-Allocate Lp OCR: date unreadable, low text confidence | — | P | — | — | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 22 | SP | DANAHER CORP OCR: low text confidence | — | P | 08/15/2025 | — | $15,001 - $50,000 | 0.60 | DHR0.95 | BuyBuy | Spouse | Aug 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 23 | SP | UBER TECHNOLOGIES INC OCR: type unclear | — | — | — | 09/05/2025 | $1,001 - $15,000 | 0.30 | UBER0.95 | UnknownUnknown | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 24 | SP | NETFLIX COM INC OCR: type unclear | — | — | — | 09/05/2025 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 25 | SP | BROADCOM INC | — | P | — | 09/05/2025 | $1,001 - $15,000 | 0.81 | AVGO0.95 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 26 | SP | WORKDAY INC-CLASS A | — | P | 08/27/2025 | 09/05/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Aug 27, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 27 | SP | BROADCOM INC | — | P | — | 09/05/2025 | $1,001 - $15,000 | 0.83 | AVGO0.95 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 28 | SP | MASTERCARD INC | — | P | — | 09/05/2025 | $1,001 - $15,000 | 0.82 | MA0.95 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 29 | SP | BROADCOM INC OCR: type unclear | — | — | — | 09/05/2025 | $1,001 - $15,000 | 0.30 | AVGO0.95 | UnknownUnknown | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 30 | SP | REDDIY INC REG SHS-A- | — | P | — | 09/05/2025 | $1,001 - $15,000 | 0.83 | —0.00 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 31 | SP | VISA INC CL A | — | P | — | 09/05/2025 | $1,001 - $15,000 | 0.84 | —0.90 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 32 | SP | Mays-Allocate tp | — | P | — | 09/05/2025 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 33 | SP | U.S. TREASURY BILl | — | P | — | 09/05/2025 | $1,001 - $15,000 | 0.83 | —0.00 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 34 | SP | REDDIT INC REG SHS-A- OCR: type unclear | — | — | — | 09/05/2025 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 35 | SP | Mays-Allocate LP | — | P | 08/18/2025 | 09/05/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | Aug 18, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 36 | SP | Hayward Holdings, Inc. | — | S | 08/21/2025 | 09/05/2025 | $1,001 - $15,000 | 0.99 | HAYW0.95 | SellSell | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | SP | MICROSOFT CORP | — | S | 08/21/2025 | — | $1,001 - $15,000 | 0.99 | MSFT0.95 | SellSell | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | SP | Robert Half International Inc. | — | S | 08/21/2025 | 09/05/2025 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 39 | SP | ALPhabEt INc-CL A | — | S | 08/21/2025 | 09/05/2025 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | SP | HILToN WORLDWIDE HOLDINgS IN | — | S | 08/21/2025 | 09/05/2025 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 41 | SP | META PLATFORMS iNC-CLASS A | — | S | 08/20/2025 | 09/05/2025 | $1,001 - $15,000 | 0.99 | META0.92 | SellSell | Spouse | Aug 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | SP | AON PlC-CLASS A OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 43 | SP | Gci uberty inc-cl c OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 44 | SP | META PLATFORMS INC-CLASS A OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | META0.92 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 45 | SP | U.S, TreaSuRY BIll OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 46 | SP | MARTIN MARIETTA MATERIALS OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | MLM0.95 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 47 | SP | VULCAN MATERIALS CO OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | VMC0.95 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 48 | SP | AMAZON.COM INC OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | AMZN0.92 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 49 | SP | Skechers SA Inc OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 50 | SP | MSA Safety Incorporated OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | MSA0.95 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 51 | SP | META PLATFORMS INC-CLASS A OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | META0.92 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 52 | SP | ARAMARK OCR: layout unrecognised | — | S | 09/05/2025 | — | $1,001 - $15,000 | 0.30 | ARMK0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 53 | SP | Fortune Brands Home & Security Inc OCR: layout unrecognised | — | S | 09/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 54 | SP | LOUISIANA-PAC Corp Com OCR: layout unrecognised | — | S | 09/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 55 | SP | Carlisle Companles, Inc. OCR: layout unrecognised | — | S | 09/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.85 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 56 | SP | Bl's Wholesale Club Holdings OCR: layout unrecognised, low text confidence | — | S | 09/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.85 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 57 | SP | Applied Industrial Technologles OCR: layout unrecognised | — | S | 09/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.87 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 58 | SP | CTS CORP OCR: layout unrecognised | — | S | 09/05/2025 | — | $1,001 - $15,000 | 0.30 | CTS0.98 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 59 | SP | FirstCash Holdinas OCR: layout unrecognised | — | S | 09/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.90 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 60 | SP | Insight Enterprises, Inc. OCR: layout unrecognised | — | S | 09/05/2025 | — | $1,001 - $15,000 | 0.30 | NSIT0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 61 | SP | Haulihan Lokey Inc OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | —0.84 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 62 | SP | Intuit Inc OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $1,001 - $15,000 | 0.30 | INTU0.95 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 63 | SP | PRIMERICA INC OCR: layout unrecognised | — | S | 09/05/2025 | — | $1,001 - $15,000 | 0.30 | PRI0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 64 | SP | White Mournitains insurance Group Ltd OCR: layout unrecognised | — | S | 09/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.87 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 65 | SP | Henny Schein, Inc. OCR: layout unrecognised | — | S | 09/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.82 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 66 | SP | Zlons Bancorporation NA OCR: layout unrecognised | — | S | 09/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 67 | SP | AptarGroup, Inc. OCR: layout unrecognised, low text confidence | — | S (partial) | 08/21/2025 | — | $1,001 - $15,000 | 0.30 | ATR0.95 | PartialPartial sale | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 68 | SP | GENPACT LTD OCR: layout unrecognised, low text confidence | — | S (partial) | 08/21/2025 | — | $1,001 - $15,000 | 0.30 | G0.95 | PartialPartial sale | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 69 | SP | PtC inC OCR: layout unrecognised, low text confidence | — | S (partial) | 08/21/2025 | — | $1,001 - $15,000 | 0.30 | PTC0.98 | PartialPartial sale | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 70 | SP | PLEXUS CORP OCR: date unreadable, layout unrecognised, low text confidence | — | S (partial) | — | — | $1,001 - $15,000 | 0.30 | PLXS0.95 | PartialPartial sale | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 71 | SP | nVent Electric OCR: layout unrecognised, low text confidence | — | S (partial) | 08/21/2025 | — | $1,001 - $15,000 | 0.30 | NVT0.95 | PartialPartial sale | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 72 | SP | CORE & MAIN INC COMCL A OCR: layout unrecognised, low text confidence | — | S (partial) | 08/21/2025 | — | $1,001 - $15,000 | 0.30 | —0.90 | PartialPartial sale | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 73 | SP | SYNOPSYS INC OCR: date unreadable, layout unrecognised, low text confidence | — | S (partial) | — | — | $1,001 - $15,000 | 0.30 | SNPS0.95 | PartialPartial sale | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 74 | SP | SAP SE-SPONSORED ADR OCR: layout unrecognised | — | S (partial) | 08/21/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | PartialPartial sale | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 75 | SP | Gates tndustrial Corp PLC OCR: layout unrecognised | — | S (partial) | 08/21/2025 | — | $1,001 - $15,000 | 0.30 | —0.84 | PartialPartial sale | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 76 | SP | ONEMAIN HLDGS INC OCR: layout unrecognised | — | S (partial) | 08/21/2025 | — | $1,001 - $15,000 | 0.30 | —0.90 | PartialPartial sale | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 77 | SP | Arrow Electronics, Inc. OCR: layout unrecognised | — | S (partial) | 08/21/2025 | — | $1,001 - $15,000 | 0.30 | ARW0.95 | PartialPartial sale | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 78 | SP | Donaldsan Company, Int. OCR: layout unrecognised, low text confidence | — | S (partial) | 08/21/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | PartialPartial sale | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 79 | SP | SAFRAN SA-UNSPON ADR OCR: layout unrecognised | — | S (partial) | 08/28/2025 | — | $1,001 - $15,000 | 0.30 | —0.90 | PartialPartial sale | Spouse | Aug 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 80 | SP | WOODWARD INC OCR: layout unrecognised, low text confidence | — | S (partial) | 08/21/2025 | — | $1,001 - $15,000 | 0.30 | WWD0.95 | PartialPartial sale | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 81 | SP | VALVOLINE INC OCR: layout unrecognised, low text confidence | — | S (partial) | 08/21/2025 | — | $1,001 - $15,000 | 0.30 | VVV0.95 | PartialPartial sale | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 82 | SP | TAIWAN SEMICONDUCTOR-SP ADR OCR: layout unrecognised | — | S (partial) | 08/21/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | PartialPartial sale | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 83 | SP | BROAdCOM INC OCR: date unreadable, layout unrecognised, low text confidence | — | S (partial) | — | — | $1,001 - $15,000 | 0.30 | AVGO0.95 | PartialPartial sale | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 84 | SP | AUTODESK INC OCR: date unreadable, layout unrecognised, low text confidence | — | S (partial) | — | — | $1,001 - $15,000 | 0.30 | ADSK0.95 | PartialPartial sale | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 85 | SP | Simpson Manufacturing Co OCR: date unreadable, layout unrecognised, low text confidence | — | S (partial) | — | — | $1,001 - $15,000 | 0.30 | SSD0.95 | PartialPartial sale | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 86 | SP | SAFRAN SA-UNSPON ADR OCR: layout unrecognised, low text confidence | — | S (partial) | 08/21/2025 | — | $1,001 - $15,000 | 0.30 | —0.90 | PartialPartial sale | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 87 | SP | ARISTA NETWORKS INC REG OCR: date unreadable, layout unrecognised | — | S (partial) | — | — | $1,001 - $15,000 | 0.30 | —0.90 | PartialPartial sale | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 88 | SP | ALCOA CORP OCR: layout unrecognised | — | S (partial) | 08/21/2025 | — | $1,001 - $15,000 | 0.30 | AA0.95 | PartialPartial sale | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 89 | SP | CADENCE DESIGN SYS INC OCR: date unreadable, layout unrecognised, low text confidence | — | S (partial) | — | — | $1,001 - $15,000 | 0.30 | —0.81 | PartialPartial sale | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 90 | SP | WELLS FARGO & CO OCR: layout unrecognised | — | S (partial) | 08/19/2025 | — | $1,001 - $15,000 | 0.30 | WFC0.95 | PartialPartial sale | Spouse | Aug 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 91 | SP | NETFLIX COM INC OCR: date unreadable, layout unrecognised, low text confidence | — | S (partial) | — | — | $1,001 - $15,000 | 0.30 | —0.90 | PartialPartial sale | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 92 | SP | ELEVANCE HEALTH INC | — | S | 08/21/2025 | — | $1,001 - $15,000 | 0.89 | ELV0.95 | SellSell | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 93 | SP | AERCAP HOLDINGS NV | — | S | 08/21/2025 | — | $1,001 - $15,000 | 0.90 | AER0.92 | SellSell | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | SP | CHARTER COMMUNICATIONS INC-A | — | S | 08/21/2025 | — | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 95 | SP | SHELL PLC-ADR OCR: low text confidence | — | S | 08/06/2025 | — | $1,001 - $15,000 | 0.60 | SHEL0.95 | SellSell | Spouse | Aug 6, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 96 | SP | CAPITALONE FINANCIALCORP OCR: low text confidence | — | S | 08/21/2025 | — | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 97 | SP | BAYER AG-SPONSORED ADR | — | S | 08/21/2025 | — | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 98 | SP | HOWMET AEROSPACE INC | — | S | — | 09/05/2025 | $1,001 - $15,000 | 0.80 | HWM0.95 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 99 | SP | THE ESTEE LAUDER COMPANIES INC | — | S | 08/21/2025 | — | $1,001 - $15,000 | 0.95 | EL0.95 | SellSell | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 100 | SP | NVIDIA | — | S | — | 09/05/2025 | $15,001 - $50,000 | 0.86 | NVDA0.95 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 101 | SP | ShElL PLC-adr OCR: low text confidence | — | S | 08/21/2025 | — | $15,001 - $50,000 | 0.60 | SHEL0.95 | SellSell | Spouse | Aug 21, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 102 | SP | TRIBOROUGH BRDG & TUNL | — | S | — | 09/05/2025 | $15,001 - $50,000 | 0.86 | —0.00 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 103 | SP | GE AEROSPACE | — | S | — | 09/05/2025 | $15,001 - $50,000 | 0.87 | —0.00 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 104 | ? | MASTERCARD INC OCR: owner unreadable | — | S | — | 09/05/2025 | $15,001 - $50,000 | 0.60 | MA0.95 | SellSell | Unknown | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 105 | SP | NVIDIA | — | S | — | 09/05/2025 | $15,001 - $50,000 | 0.88 | NVDA0.95 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 106 | SP | ALVARADO TEX INDPT SCH | — | S | — | 09/05/2025 | $15,001 - $50,000 | 0.86 | —0.00 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 107 | SP | FISERV INC | — | S | — | 09/05/2025 | $15,001 - $50,000 | 0.89 | FISV0.95 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 108 | SP | BOOKING HLDGS INC | — | S | — | 09/05/2025 | $15,001 - $50,000 | 0.90 | —0.90 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 109 | SP | DYNATRACE INC | — | S | — | 09/05/2025 | $15,001 - $50,000 | 0.90 | DT0.95 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 110 | SP | DANAHER CORP | — | S | 08/21/2025 | 09/05/2025 | $15,001 - $50,000 | 0.99 | DHR0.95 | SellSell | Spouse | Aug 21, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 111 | SP | VISA INC.CL A SHRS | — | S | — | 09/05/2025 | $15,001 - $50,000 | 0.87 | —0.00 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 112 | SP | FISERV INC | — | S | — | 09/05/2025 | $15,001 - $50,000 | 0.89 | FISV0.95 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 113 | SP | BAYER AG-SPONSORED ADR | — | S | 08/14/2025 | 09/05/2025 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Spouse | Aug 14, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 114 | SP | LENNAR CORP-A | — | S | 08/21/2025 | 09/05/2025 | $15,001 - $50,000 | 0.98 | —0.90 | SellSell | Spouse | Aug 21, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 115 | SP | DEXCDM INC OCR: date unreadable | — | S | — | — | $15,001 - $50,000 | 0.30 | —0.00 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 116 | SP | FISERV INC OCR: date unreadable | — | S | — | — | $15,001 - $50,000 | 0.30 | FISV0.95 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 117 | SP | AUTODESK INC OCR: date unreadable | — | S | — | — | $15,001 - $50,000 | 0.30 | ADSK0.95 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 118 | SP | HuMAnA INC OCR: low text confidence | — | S | 08/21/2025 | — | $15,001 - $50,000 | 0.60 | HUM0.95 | SellSell | Spouse | Aug 21, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 119 | SP | ASML HOLDING | — | S | 08/21/2025 | — | $15,001 - $50,000 | 0.99 | —0.90 | SellSell | Spouse | Aug 21, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 120 | SP | WORKDAY INC-CLASS A | — | S | 08/21/2025 | — | $15,001 - $50,000 | 0.99 | —0.90 | SellSell | Spouse | Aug 21, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 121 | SP | COMCAST CCRP-CIASS A | — | S | 08/21/2025 | — | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Aug 21, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 122 | SP | UBER TECHNOLOGIES INC OCR: date unreadable, low text confidence | — | S | — | — | $15,001 - $50,000 | 0.30 | UBER0.95 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 123 | SP | CONNECTICUT ST SPL TAX OCR: date unreadable, low text confidence | — | S | — | — | $15,001 - $50,000 | 0.30 | —0.00 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 124 | SP | KERR CNTY TEX LTD TAX OCR: date unreadable, low text confidence | — | S | — | — | $15,001 - $50,000 | 0.30 | —0.00 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 125 | ? | ALPHABET INC SHSCL A OCR: owner unreadable, date unreadable | — | S | — | — | $15,001 - $50,000 | 0.30 | —0.90 | SellSell | Unknown | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 126 | SP | CONOCOPHILUPS | — | S | 08/21/2025 | 09/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Aug 21, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 127 | SP | INTUIT INC com | — | S | — | 09/05/2025 | $15,001 - $50,000 | 0.99 | —0.90 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 128 | SP | FISEAV INC | — | S | — | 09/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 129 | SP | BROADCOM INC | — | S | — | 09/05/2025 | $15,001 - $50,000 | 0.99 | AVGO0.95 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 130 | SP | AbbO'TT LaBS | — | S | — | 09/05/2023 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 131 | SP | UNITEDHEALTH GROUP INC | — | S | 08/21/2025 | 09/05/2025 | $50,001 - $100,000 | 0.99 | UNH0.95 | SellSell | Spouse | Aug 21, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 132 | SP | ARISTA NETWORKS INC REG | — | S | — | 09/05/2025 | $50,001 - $100,000 | 0.99 | —0.90 | SellSell | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 133 | SP | CONNECTICUT ST SPLTAX OCR: date unreadable, low text confidence | — | S | — | — | $50,001 - $100,000 | 0.30 | —0.00 | SellSell | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 134 | SP | META PLATFORMS INC OCR: date unreadable | — | S | — | — | $50,001 - $100,000 | 0.30 | META0.95 | SellSell | Spouse | — | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 135 | SP | nVent Electrlc | — | S | 08/07/2025 | 09/05/2025 | $50,001 - $100,000 | 0.99 | —0.84 | SellSell | Spouse | Aug 7, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 136 | SP | AMAZON COM INC COM | — | S | — | 09/05/2025 | $50,001 - $100,000 | 0.99 | —0.90 | SellSell | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 137 | SP | ARISTA NETWORKS INC | — | S | — | 09/05/2025 | $50,001 - $100,000 | 0.99 | ANET0.95 | SellSell | Spouse | — | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 138 | SP | PALM BEACH CNTY FLA SCH | — | S | — | 09/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 139 | SP | ARISTA NETWORKS INC REG | — | S | — | 09/05/2025 | $50,001 - $100,000 | 0.99 | —0.90 | SellSell | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 140 | SP | TIMKEN CO COM | — | S | 08/29/2025 | 09/05/2025 | $100,001 - $250,000 | 0.99 | —0.90 | SellSell | Spouse | Aug 29, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 141 | SP | — OCR: asset missing, layout unrecognised | — | S | 08/21/2025 | — | $100,001 - $250,000 | 0.30 | —0.00 | SellSell | Spouse | Aug 21, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 142 | SP | FEDEX CORP DELAWARE COM | — | E | 09/05/2025 | — | $50,001 - $100,000 | 0.83 | —0.00 | ExchangeExchange | Spouse | Sep 5, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 143 | SP | STANLEY BEACK & DECKER | — | E | 09/05/2025 | — | $50,001 - $100,000 | 0.87 | —0.86 | ExchangeExchange | Spouse | Sep 5, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 144 | SP | GLOBAL PMTS INC GEORGIA | — | E | 09/05/2025 | — | $50,001 - $100,000 | 0.84 | —0.00 | ExchangeExchange | Spouse | Sep 5, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 145 | SP | GENUINE PARTS CO | — | E | 09/05/2025 | — | $50,001 - $100,000 | 0.86 | GPC0.95 | ExchangeExchange | Spouse | Sep 5, 2025 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 146 | SP | CENCORA INC | — | E | 09/05/2025 | — | $50,001 - $100,000 | 0.84 | COR0.95 | ExchangeExchange | Spouse | Sep 5, 2025 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 147 | SP | NUCOR CORPORATIoN | — | E | 09/05/2025 | — | $50,001 - $100,000 | 0.82 | NUE0.95 | ExchangeExchange | Spouse | Sep 5, 2025 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 148 | SP | Humana Inc | — | E | 09/05/2025 | — | $50,001 - $100,000 | 0.86 | HUM0.95 | ExchangeExchange | Spouse | Sep 5, 2025 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 149 | SP | UNITED THErAPEuTICS CORP | — | E | 09/05/2025 | — | $50,001 - $100,000 | 0.84 | UTHR0.95 | ExchangeExchange | Spouse | Sep 5, 2025 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 150 | SP | TYSON FOODS INC CL A | — | E | 09/05/2025 | — | $50,001 - $100,000 | 0.84 | —0.90 | ExchangeExchange | Spouse | Sep 5, 2025 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 151 | SP | CENCORA INC | — | E | 09/05/2025 | — | $50,001 - $100,000 | 0.85 | COR0.95 | ExchangeExchange | Spouse | Sep 5, 2025 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 152 | SP | CHEVRON CORP | — | E | 09/05/2025 | — | $50,001 - $100,000 | 0.84 | CVX0.95 | ExchangeExchange | Spouse | Sep 5, 2025 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 153 | SP | MERCK AND CO INC | — | E | 09/05/2025 | — | $50,001 - $100,000 | 0.84 | —0.90 | ExchangeExchange | Spouse | Sep 5, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 154 | SP | CVS HEALTH CORP | — | E | 09/05/2025 | — | $50,001 - $100,000 | 0.83 | CVS0.95 | ExchangeExchange | Spouse | Sep 5, 2025 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 155 | SP | DOMINION ENERGY INC | — | E | 09/05/2025 | — | $50,001 - $100,000 | 0.83 | D0.95 | ExchangeExchange | Spouse | Sep 5, 2025 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 156 | SP | EQUITABLEHOLDINGSINC | — | E | 09/05/2025 | — | $50,001 - $100,000 | 0.82 | —0.00 | ExchangeExchange | Spouse | Sep 5, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 157 | SP | CITIGROUP INC COM NEW | — | E | 09/05/2025 | — | $50,001 - $100,000 | 0.86 | —0.90 | ExchangeExchange | Spouse | Sep 5, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 158 | SP | NAT FUEL GAS CO | — | E | 09/05/2025 | — | $100,001 - $250,000 | 0.85 | —0.00 | ExchangeExchange | Spouse | Sep 5, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 159 | SP | ALLSTATE CORP | — | E | 09/05/2025 | — | $100,001 - $250,000 | 0.83 | ALL0.95 | ExchangeExchange | Spouse | Sep 5, 2025 | $100,001 - $250,000mid $175K | Stock | not modelled |
| 160 | SP | AT&T INC | — | E | 09/05/2025 | — | $100,001 - $250,000 | 0.84 | T0.95 | ExchangeExchange | Spouse | Sep 5, 2025 | $100,001 - $250,000mid $175K | Stock | not modelled |
| 161 | SP | VANGUARD LONG TERM TAX EXEMPT FUND | — | E | 09/05/2025 | — | $1,001 - $15,000 | 0.88 | —0.00 | ExchangeExchange | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |