Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 9, 2026
- Filing year
- 2026
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 620
- Parser version
- ocr_grid_v3
- First seen
- Sep 8, 2026 17:12 UTC (initial backfill, not when it was published)
- Fetched
- Sep 8, 2026
- Parsed
- Nov 3, 2026
- Internal id
- 201
REVIEW OCR 41p, rotation [0]: 620 rows from 40 data pages, 2 marked rows unread
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 · 620
Left: OCR reading of the scan · Right: normalized
| Read from the scan by OCR · check the document | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | DC | JPMORGAN CHASE & CO. LINKED TO BASKET OF INDICES | — | P | 02/19/2026 | 03/02/2026 | $100,001 - $250,000 | 0.95 | —0.00 | BuyBuy | Dependent | Feb 19, 2026 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 2 | ? | BARCLAYS BANK PLC UINKED TO BASKET OFINDICES OCR: owner unreadable | — | P | 02/03/2026 | 03/02/2026 | $100,001 - $250,000 | 0.60 | —0.00 | BuyBuy | Unknown | Feb 3, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 3 | DC | ROYAL BANK OF CANADA LINKED TO BASKET QF INDICES | — | P | 02/24/2026 | 03/02/2026 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 4 | DC | CANADIAN IMPERIAL BANK OF COMM LINKED TO BASKET OF INDICES | — | P | 02/10/2026 | 03/02/2026 | $50,001 - $100,000 | 0.88 | —0.00 | BuyBuy | Dependent | Feb 10, 2026 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 5 | DC | UNITED RENTALS, INC. CMN | — | P | 02/06/2026 | 03/02/2026 | $15,001 - $50,000 | 0.94 | URI0.95 | BuyBuy | Dependent | Feb 6, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 6 | DC | EATON CORP PLC CMN | — | P | 02/06/2026 | 03/02/2026 | $1,001 - $15,000 | 0.95 | ETN0.95 | BuyBuy | Dependent | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | DC | BOFA FINANCE LLC LINKED TO S&P 5OO | — | P | 02/26/2026 | 03/02/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Feb 26, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 8 | DC | METLIFE, INC. HYBRID 03/15/2056 | — | P | 02/24/2026 | 03/02/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 9 | DC | COCA-COLA EUROPEAN PARTNERS PL | — | P | 02/06/2026 | 03/02/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Feb 6, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 10 | DC | ALLY FINANCIAL INC. HYBRID PERPETUAL USD | — | P | 02/12/2026 | 03/02/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Feb 12, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 11 | DC | EVERSOURCE ENERGY HYBRID 08/15/2056 | — | P | 02/23/2026 | 03/02/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Feb 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 12 | DC | CALL/JNJ FLEX EURO PM @ 202.5 EXP 02/06/2026 | — | P | 02/06/2026 | 03/02/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Feb 6, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 13 | DC | CALL/ODFL FLEX EURO PM 180 EXP 02/06/2026 | — | P | 02/06/2026 | 03/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Feb 6, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 14 | DC | GE VERNOVALLC CMN | — | S | 02/06/2026 | 03/02/2026 | $15,001 - $50,000 | 0.95 | —0.00 | SellSell | Dependent | Feb 6, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 15 | DC | ROCKWELL AUTOMATION INC CMN | — | S (partial) | 02/06/2026 | 03/02/2026 | $1,001 - $15,000 | 0.95 | ROK0.95 | PartialPartial sale | Dependent | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | DC | GENIUS SPORTS LTD CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | GENI0.95 | BuyBuy | Dependent | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | DC | GENIUSSPORTSLTDCMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Feb 6, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 18 | DC | ALBERTSONS COMPANIES,INC.CMN CLASS A | — | P | 02/12/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ACI0.95 | BuyBuy | Dependent | Feb 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | DC | IMAPLEBEARINC.CMN | — | P | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 20 | DC | TENABLE HOLDINGS, INC CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | TENB0.95 | BuyBuy | Dependent | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | DC | GARTNER, INC. CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | IT0.95 | BuyBuy | Dependent | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | DC | MAPLEBEAR INC.CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | CART0.95 | BuyBuy | Dependent | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | DC | MAPLEBEAR INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | CART0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | DC | IMAPLEBEAR INC. CMN | — | P | 02/25/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.85 | BuyBuy | Dependent | Feb 25, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 25 | DC | GRAPHIC PACKAGING HLDGCO CMN | — | S (partial) | 02/09/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | GPK0.95 | PartialPartial sale | Dependent | Feb 9, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | DC | ZIMMER BIOMET HOLDINGS INC | — | S (partial) | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ZBH0.95 | PartialPartial sale | Dependent | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | DC | PENN ENTERTAINMENT INC CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | PENN0.95 | PartialPartial sale | Dependent | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | DC | AXALTA COATING SYSTEMS LTD. CMN | — | S (partial) | 02/04/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | AXTA0.95 | PartialPartial sale | Dependent | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | DC | CALLAWAY GOLF COMPANY CMN | — | S (partial) | 02/12/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | CALY0.95 | PartialPartial sale | Dependent | Feb 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | DC | SS&C TECHNOLOGIES HOLDINGS, IN CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | SSNC0.95 | PartialPartial sale | Dependent | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | DC | AXALTA COATING SYSTEMS LTD. CMN | — | S (partial) | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | AXTA0.95 | PartialPartial sale | Dependent | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | DC | AXALTA COATING SYSTEMS LTD. CMN | — | S (partial) | 02/23/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | AXTA0.95 | PartialPartial sale | Dependent | Feb 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | DC | AXALTA COATING SYSTEMS LTD. CMN | — | S (partial) | 02/03/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | AXTA0.95 | PartialPartial sale | Dependent | Feb 3, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | DC | NASDAQINC.CMN | — | S (partial) | 02/11/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | NDAQ0.92 | PartialPartial sale | Dependent | Feb 11, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | DC | AXALTA COATING SYSTEMS LTD, CMN OCR: date unreadable | — | S (partial) | — | — | $1,001 - $15,000 | 0.30 | AXTA0.95 | PartialPartial sale | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | DC | BERKSHIRE HATHAWAYINC.CLASS B | — | P | 02/24/2026 | 03/04/2026 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 37 | DC | THE HOME DEPOT, INC, CMN | — | P | 02/24/2026 | 03/04/2026 | $50,001 - $100,000 | 0.94 | HD0.95 | BuyBuy | Dependent | Feb 24, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 38 | DC | MASTERCARD INCORPORATED CMN ICLaSS A | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 39 | DC | ISERVICENOW INC CMN | — | P | — | 03/04/2026 | $15,001 - $50,000 | 0.90 | —0.86 | BuyBuy | Dependent | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 40 | DC | ABBOTT LABORATORIES CMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.92 | ABT0.95 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 41 | DC | ADOBE INC CMN OCR: amount unclear | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | ADBE0.95 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 42 | DC | STRYKER CORPORATION CMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.81 | SYK0.95 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 43 | DC | AT&T INC, CMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | T0.95 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 44 | DC | ARTHUR J GALLAGHER & CO CMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | AJG0.92 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 45 | DC | PAYCHEX, INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | PAYX0.95 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 46 | DC | APPLOVIN COAPORATION CMN CLASS | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.88 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 47 | DC | AMGEN INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.92 | AMGN0.95 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 48 | DC | NASDAQ INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.90 | NDAQ0.95 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 49 | DC | MICROSOFT CORPORATION CMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | MSFT0.95 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 50 | DC | ELEVANCEHEALTHINCCMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.85 | ELV0.92 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 51 | DC | BLACKAOCK FUNDING, INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 52 | DC | 1AMERIPRISE FINANCIAL, INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | —0.88 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 53 | DC | (INTL. BUSINESS MACHINES CORP CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | IBM0.92 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | DC | [IT-MOBILE US, INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.86 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 55 | DC | CADENCEDESIGNSYSTEMSINCCMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | CDNS0.92 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | DC | CIGNAGROUP/THECMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 57 | DC | TAKETWOINTERACTIVESOFTWARE INC | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | TTWO0.92 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | DC | NEWS CORPORATION CMN CLASS A | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 59 | DC | AIRBNB, INC, CMN CLASS A | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | ABNB0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | DC | SHERWIN-WILLIAMS CO CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | SHW0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | DC | BROADRIDGEFINANCIALSOLUTONS IN CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.85 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 62 | DC | PARKER-HANNIFIN CORP.CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | PH0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | DC | COGNIZANTTECHNOLOGYSOLUTIONS CORP CLASS A | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | CTSH0.92 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | DC | THEBANKOFNYMELLONCORPCMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 65 | DC | COINBASE GLOBAL, INC CMN CLASS A | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | COIN0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | DC | UNION PACIFIC CORP.JSE UNPI INT EQTYDNCASHBASE | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 67 | ? | INTERCONTINENTALEXCHANGEINC CMN OCR: owner unreadable | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.60 | ICE0.92 | BuyBuy | Unknown | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 68 | DC | META PLATFORMS INC-CLASS A CMN CLASS A | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | META0.92 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | DC | STATE STREET CORPORATION (NEW) CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | STT0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | DC | PAYPAL HOLDINGS, INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | PYPL0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | DC | AMERICAN INTL GROUP, INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | AIG0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | DC | CIENA CORPORATION CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | CIEN0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 73 | DC | TYLER TECHNOLOGIES, INC. CMIN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 74 | — | Ful Atpet Naraa OCR: date unreadable, layout unrecognised, low text confidence | — | S | — | — | $5,000,001 - $25,000,000 | 0.30 | —0.00 | SellSell | Self | — | $5,000,001 - $25,000,000mid $15M | Unknown | Reviewnot modelled |
| 75 | DC | THERMO FISHER SCIENTIFIC INC CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | TMO0.95 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 76 | DC | COSTCO WHOLESALE CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | COST0.95 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 77 | DC | MCKESSON CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | MCK0.95 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 78 | DC | PALANTIR TECHNOLOGIES INC, CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | PLTR0.95 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 79 | DC | SYNOPSYS, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | SNPS0.95 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 80 | DC | PEPSICO, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | PEP0.95 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 81 | DC | IPAYCOM SOFTWARE, INC, CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.87 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 82 | DC | GODADDY INC. CMN CLASS A OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | GDDY0.95 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 83 | DC | FSINCCMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | — | Unknown | Reviewnot modelled |
| 84 | DC | BOOKING HOLDINGS INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | BKNG0.95 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 85 | DC | JACOBS SOLUTIONS INC CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | J0.95 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 86 | DC | CINCINNATI FINANCIAL CRP CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | CINF0.95 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 87 | DC | OLD DOMINION FREIGHT LINE, INC OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | ODFL0.95 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 88 | DC | COSTAR GROUP, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | CSGP0.95 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 89 | DC | ROLLINS INC. REGOFF SCTASK0796638 OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | — | Unknown | Reviewnot modelled |
| 90 | DC | BXP INC COMMON STOCK OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | BXP0.98 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 91 | DC | MGM RESORTS INTERNATIONAL CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | MGM0.95 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 92 | DC | NVIDIA CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | — | — | 0.30 | NVDA0.95 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 93 | DC | SYNCHRONY FINANCIAL CMN OCR: amount unclear, layout unrecognised | — | P | 02/24/2026 | 03/04/2026 | — | 0.30 | SYF0.95 | BuyBuy | Dependent | Feb 24, 2026 | — | Stock | Reviewnot modelled |
| 94 | ? | Prawde ful name, oat tieter syabol. OCR: owner unreadable, date unreadable, low text confidence | — | S (partial) | — | — | $5,000,001 - $25,000,000 | 0.30 | —0.00 | PartialPartial sale | Unknown | — | $5,000,001 - $25,000,000mid $15M | Unknown | Reviewnot modelled |
| 95 | DC | TRADE DESK, INC. (THE) CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | TTD0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 96 | DC | EBAYINC.CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | EBAY0.92 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 97 | DC | BUILDERS FIRSTSOURCE, INC.CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | BLDR0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 98 | DC | PTC INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | PTC0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | DC | MICROCHIPTECHNOLOGYINCORPORA Cmn | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 100 | ? | KROGERCOMPANYCMN OCR: owner unreadable | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.60 | KR0.92 | BuyBuy | Unknown | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 101 | DC | AUTOZONE, INC, CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | AZO0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 102 | DC | CDW CORPORATION CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | CDW0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 103 | DC | VICIPROPERTIESINC.CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | VICI0.92 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 104 | ? | ALTRIA GROUP, INC. CMN OCR: owner unreadable | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.60 | MO0.95 | BuyBuy | Unknown | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 105 | DC | RESMED INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | RMD0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 106 | DC | INGERSOLLRAND INC CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | IR0.92 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 107 | DC | INTERNATIONALPAPERCO.CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | —0.83 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 108 | DC | CORNING INCORPORATED CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | GLW0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 109 | DC | JHEALTHPEAK PROPERTIES, INC, CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | —0.88 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 110 | DC | MORGANSTANLEYCMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | MS0.92 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 111 | DC | MOLINAHEALTHCARE,INCCMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | MOH0.92 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 112 | DC | ZEBRA TECHNOLOGIES INC CMN CLASS | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | ZBRA0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 113 | DC | CROWDSTRIKEHOLDINGS,INC,CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | CRWD0.92 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 114 | DC | UNIVERSALHEALTHSVCCLBCMN CLASS B | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 115 | DC | APPLIED MATERIALS INC CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | AMAT0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 116 | DC | THE HERSHEY COMPANY CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | HSY0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 117 | DC | BROADCOM INC.CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | AVGO0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 118 | DC | IDEXX LABORATORIES CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | IDXX0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 119 | DC | WALMART INC CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | WMT0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 120 | DC | PHILIP MCRRISINTL INC CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 121 | DC | ARISTA NETWORKS, INC. CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ANET0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 122 | DC | INTUITIVE SURGICAL,INC CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | ISRG0.95 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 123 | DC | CHARLESSCHWAB CORPORATION CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | SCHW0.92 | BuyBuy | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 124 | DC | COCA-COLA COMPANY (THE) CMN | — | S | 02/24/2026 | 03/04/2026 | $50,001 - $100,000 | 0.95 | KO0.95 | SellSell | Dependent | Feb 24, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 125 | DC | MCDONALDS CORP CMN | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | MCD0.95 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 126 | DC | CISCO SYSTEMS, INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | CSCO0.95 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 127 | DC | AMAZON.COM INC CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | AMZN0.92 | PartialPartial sale | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 128 | DC | UNITEDHEALTH GROUP INCORPORATE CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | UNH0.95 | PartialPartial sale | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 129 | DC | ORACLE CORPORATION CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | ORCL0.95 | PartialPartial sale | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 130 | DC | SALESFORCEINCCMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | CRM0.92 | PartialPartial sale | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 131 | DC | WALT DISNEY COMPANY (THE) CMN | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | DIS0.95 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 132 | DC | QUALCOMM INCCMN | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.96 | QCOM0.92 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 133 | DC | ALPHABET INC. CMN CLASS A | — | S (partial) | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | GOOGL0.92 | PartialPartial sale | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 134 | DC | BOSTON SCIENTIFICCORP.COMMON STOCK | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | BSX0.92 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 135 | DC | AUTOMATIE DATA PROCESSING INC CMN | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.86 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 136 | DC | S&P GLOBALINC.CMN | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | SPGI0.92 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 137 | DC | INTUIT INC CMN | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | INTU0.95 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 138 | DC | AUTODESK, INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | ADSK0.95 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 139 | DC | PALO ALTO NETWORKS INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | PANW0.95 | SellSell | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 140 | DC | TESLA, INC. CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | TSLA0.95 | PartialPartial sale | Dependent | Feb 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 141 | DC | ACCENTUREPLCCMNCLASSA | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 142 | DC | KKR & CO. INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | KKR0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 143 | DC | [UBER TECHNOLOGIES, INC. CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | UBER0.95 | PartialPartial sale | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 144 | DC | REALTYINCOMECORPORATION CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.89 | O0.92 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 145 | DC | THE TRAVELERS COMPANIES, INC CMN. | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | TRV0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 146 | DC | MOODY'S CORPORATION CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | MCO0.92 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 147 | DC | THEPROGRESSIVE CORPORATION ICMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.84 | —0.00 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 148 | DC | CVS HEALTH CORP CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | CVS0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 149 | DC | LOWES COMPANIESINCCMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | LOW0.92 | PartialPartial sale | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 150 | DC | BLACKSTONE GROUP INC/THE CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | BX0.95 | PartialPartial sale | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 151 | DC | ALLSTATE CORPORATION COMMON SToCK | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | ALL0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 152 | DC | HUMANA INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | HUM0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 153 | DC | ROBINHOOD MARKEIS,INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.85 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 154 | ? | DANAHER CORPORATION CMN OCR: owner unreadable | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.60 | DHR0.95 | PartialPartial sale | Unknown | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 155 | DC | FORTINET, INC. CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | FTNT0.95 | PartialPartial sale | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 156 | DC | INTERACTIVEBROKERSGROUP,INC CMN CLASS A | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | IBKR0.92 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 157 | DC | AVALONBAY COMMUNITIES INC CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | AVB0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 158 | ? | PRUDENTIAL FINANCIAL INC CMN OCR: owner unreadable | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.60 | PRU0.95 | PartialPartial sale | Unknown | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 159 | DC | INetflIX, Inc, CMn | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.84 | PartialPartial sale | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 160 | DC | [COPART, INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | CPRT0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 161 | DC | CARVANA CO, CMN CLASS A | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | CVNA0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 162 | DC | [FISERV, INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.90 | FISV0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 163 | DC | AMERICAN EXPRESS CO. CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | AXP0.95 | PartialPartial sale | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 164 | DC | AON PUBLIC LIMITED COMPANY CMN CLASS A | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | AON0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 165 | DC | BROWN & BROWN, INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | BRO0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 166 | DC | FAIR ISAAC INC CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | FICO0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 167 | DC | EQUIFAX INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | EFX0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 168 | ? | ARES MANAGEMENT CORPORATION CMN CLASS A OCR: owner unreadable | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 169 | DC | VERISK ANALYTICS,INC.CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | VRSK0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 170 | DC | IBLOCK, INC CMN CLASS A | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 171 | DC | iDATADOG, INC CMN CLASS A | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 172 | DC | WORKDAY, INC. CMN CLASS A | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | WDAY0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 173 | DC | VERALTO CORPORATION CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | VLTO0.95 | PartialPartial sale | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 174 | DC | DOORDASH INCCMN CLASSA | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 175 | DC | iROCKWELL AUTOMATION INC CMN OCR: date order, date uncertain | — | S | 02/24/2026 | 03/04/2025 | $1,001 - $15,000 | 0.60 | —0.88 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 176 | DC | W.R.BERKLEY CORPORATION CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | WRB0.92 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 177 | DC | XYLEM INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | XYL0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 178 | DC | BEST BUY CO INC CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | BBY0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 179 | DC | GARTNER, INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | IT0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 180 | DC | INSULETCORPORATION CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | PODD0.92 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 181 | DC | CBRE GROUP, INC, CMN CLASS A | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | CBRE0.95 | PartialPartial sale | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 182 | DC | CRH PUBLIC UMITED COMPANY CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 183 | DC | ULTA BEAUTY INC CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | ULTA0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 184 | DC | ROPER TECHNOLOGIES INC CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | ROP0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 185 | DC | IQVIA HOLDINGS INC CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | IQV0.95 | PartialPartial sale | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 186 | DC | FOX CORPORATION CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | FOXA0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 187 | DC | TRIMBLE INC CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | TRMB0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 188 | DC | EXPEDIA GROUP INCCMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | EXPE0.92 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 189 | DC | IT. ROWE PRICE GROUP, INC CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.83 | PartialPartial sale | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 190 | DC | CAPITAL ONE FINANCIAL CORP CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | COF0.95 | PartialPartial sale | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 191 | DC | EPAM SYSTEMS, INC. CMN | — | S | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | EPAM0.95 | SellSell | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 192 | DC | LULULEMON ATHLETICA INC. CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | LULU0.95 | PartialPartial sale | Dependent | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 193 | — | Rud Asset Nep! OCR: date unreadable | — | S | — | — | $1,000,001 - $5,000,000 | 0.30 | —0.00 | SellSell | Self | — | $1,000,001 - $5,000,000mid $3M | Unknown | Reviewnot modelled |
| 194 | SP | MICROSOFT CORPORATION CMN | — | P | 02/05/2026 | 03/04/2026 | $50,001 - $100,000 | 0.95 | MSFT0.95 | BuyBuy | Spouse | Feb 5, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 195 | SP | THE HOME DEPOT, 1NC. CMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.90 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 196 | SP | MASTERCARD INCORPORATED CMN CLASS A | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | MA0.95 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 197 | SP | APPLE INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | AAPL0.95 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 198 | SP | THERMOFISHER SCIENTIFIC INCCMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | TMO0.92 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 199 | SP | BOOXING HOLDINGSINC CMN | — | P | — | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 200 | SP | BLACKROOK FUNDING,INCCMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 201 | SP | BOFAFINANCELLCLINKEDTOS&P5OO INDEX | — | P | 02/26/2026 | 03/04/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | Feb 26, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 202 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | BRK-B0.92 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 203 | SP | VISA 1NC. CMN CLA5S A | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 204 | SP | ABBVIE INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | ABBV0.95 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 205 | SP | INYUITIVE SURGICALINC.CMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 206 | SP | LAM RESEARCH CORPORATION CMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.88 | LRCX0.95 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 207 | SP | BLACKSTONEGROUP INC/THE CMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.83 | BX0.92 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 208 | SP | S&PGLOBALINC.CMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.88 | SPGI0.92 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 209 | SP | UBER TECHNOLOGIES, INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.90 | UBER0.95 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 210 | SP | MOODY'S CORPORATION CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.91 | MCO0.92 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 211 | SP | MICAOCHIP TECHNOLOGY INCORPORA CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.85 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 212 | SP | QUALCOMM INC CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | QCOM0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 213 | SP | CROWDSTRIKE HOLDINGS, INC.CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | CRWD0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 214 | SP | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | CTSH0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 215 | SP | KLA CORP CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | KLAC0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 216 | SP | AUTODESK, INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | ADSK0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 217 | SP | GENIUSSPORTSLTDCMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 218 | SP | GENIUSSPORTSLTD CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 219 | SP | DATADOG, INC. CMN CLASS A | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | DDOG0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 220 | SP | CORPAY INC CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | CPAY0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 221 | SP | ANALOG DEVICES, INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | ADI0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 222 | SP | BERKSHIRE HATHAWAY INC.CLASS B | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | BRK-B0.92 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 223 | SP | WALT DISNEY COMPANY (THE) CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | DIS0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 224 | SP | BANK OF AMERICA CORP CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | BAC0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 225 | SP | ALBERTSONS COMPANIES, INC. CMN CLASS A | — | P | 02/12/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ACI0.95 | BuyBuy | Spouse | Feb 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 226 | SP | APTIV PLCCMN | — | P | 02/05/2026 | — | $1,001 - $15,000 | 0.94 | APTV0.92 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 227 | SP | PALANTIR TECHNOLOGIES INC, CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | PLTR0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 228 | SP | MICRON TECHNOLOGY, INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | MU0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 229 | SP | APPLOVIN CORPORATION CMN CLASS | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | APP0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 230 | SP | MAPLEBEAR INC. CMN | — | P | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | CART0.95 | BuyBuy | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 231 | SP | MAPLEBEAR INC. CMN | — | P | — | 03/04/2026 | $1,001 - $15,000 | 0.95 | CART0.95 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 232 | SP | GARTNER, INC. CMN | — | P | 02/09/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | IT0.95 | BuyBuy | Spouse | Feb 9, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 233 | SP | GARTNER, JNC. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 234 | SP | GARTNER, INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | IT0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 235 | SP | PINTERESTINCCMNCLASSA | — | P | 02/03/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | PINS0.92 | BuyBuy | Spouse | Feb 3, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 236 | SP | MAPLEBEARINC.CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | CART0.92 | BuyBuy | Spouse | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 237 | SP | MONOLITHICPOWERSYSTEMS,INC CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | MPWR0.92 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 238 | SP | STARBUCKS CORP. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | SBUX0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 239 | SP | MAPLEBEAR INC. CMN | — | P | 02/25/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | CART0.95 | BuyBuy | Spouse | Feb 25, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 240 | SP | DECKERS OUTDOORS CORP CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | —0.87 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 241 | SP | ALBERTSONS COMPANIES, INC. CMN CLASS A | — | P | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ACI0.95 | BuyBuy | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 242 | SP | GARTNER, INC CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | IT0.95 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 243 | SP | PROLOGIS INC CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | PLD0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 244 | SP | TERADYNE INC CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | TER0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 245 | SP | BLACKSTONE GROUP INC/THE CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | BX0.95 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 246 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | P | 02/03/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | GPK0.95 | BuyBuy | Spouse | Feb 3, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 247 | SP | [GARTNER, INC. CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | IT0.95 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 248 | SP | UNDE PLC CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 249 | SP | MAPLEBEAR INC.CMN | — | P | 02/18/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | CART0.95 | BuyBuy | Spouse | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 250 | SP | FACTSET RESEARCH SYSTEMS INC CMN | — | P | 02/03/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | FDS0.95 | BuyBuy | Spouse | Feb 3, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 251 | SP | PINTERESTINCCMNCLASSA | — | P | 02/02/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | PINS0.92 | BuyBuy | Spouse | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 252 | SP | EQUINIX, INC. REIT | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | EQIX0.95 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 253 | SP | AMRIZEAG CMN | — | P | 02/04/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 254 | SP | EQUINIX, INC. REIT | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | EQIX0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 255 | SP | ALBERTSONS COMPANIES, INC. CMN ClasS A | — | P | 02/26/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ACI0.95 | BuyBuy | Spouse | Feb 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 256 | SP | CARVANA CO. CMN CLASS A | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | CVNA0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 257 | SP | ALBERTSONS COMPANIES, INC. CMN CLASS A | — | P | 02/25/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | ACI0.95 | BuyBuy | Spouse | Feb 25, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 258 | SP | GENIUSSPORTSLTDCMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 259 | SP | EXPEDIAGROUPINCCMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | EXPE0.92 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 260 | SP | LULULEMON ATHLETICA INC CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | LULU0.95 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 261 | SP | ALBERTSONS COMPANIES, INC. CMN CLASS A | — | P | 02/23/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ACI0.95 | BuyBuy | Spouse | Feb 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 262 | SP | KEYSIGHT TECHNOLOGIES, INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | KEYS0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 263 | SP | 3M COMPANY CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | MMM0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 264 | SP | ALBERTSONS COMPANIES, INC. CMN CLASS A | — | P | 02/18/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | ACI0.95 | BuyBuy | Spouse | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 265 | SP | ALBEMARLECORPCMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ALB0.92 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 266 | SP | TIX COMPANIES INC (NEW) CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 267 | SP | STANLEY BLACK & DECKER, INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | SWK0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 268 | SP | STARBUCKS CORP. CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | SBUX0.95 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 269 | SP | BRISTOL-MYERS SQUIBB COMPANY CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | BMY0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 270 | SP | SYNCHRONY FINANCIAL CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | SYF0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 271 | SP | SUPER MICRO COMPUTER, INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | SMCI0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 272 | SP | ROBINHOODMARKETSINC.CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | HOOD0.92 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 273 | SP | GEHEALTHCARETECHNOLOGIESINC CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | GEHC0.92 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 274 | SP | JOHNSON & JOHNSON CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | JNJ0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 275 | SP | AIR PRODUCTS & CHEMICALSINC CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | APD0.92 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 276 | SP | QNITY ELECTRONICS, INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | Q0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 277 | SP | ALBERTSONS COMPANIES, INC. CMN CLASS A | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | ACI0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 278 | SP | TRADE DESK, INC (THE) CMN | — | P | — | 03/04/2026 | $1,001 - $15,000 | 0.94 | TTD0.95 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 279 | SP | LOWESCOMPANIESINCCMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | LOW0.92 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 280 | SP | MAPLEBEARINC.CMN | — | P | 02/20/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | CART0.92 | BuyBuy | Spouse | Feb 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 281 | SP | MAPLEBEAR INC. CMN | — | P | 02/19/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | CART0.95 | BuyBuy | Spouse | Feb 19, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 282 | SP | AMERICAN TOWER CORPORATIDN CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 283 | SP | COINBASE GLOBAL, INC, CMN CLASS A | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | COIN0.95 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 284 | SP | CONSTELLATION ENERGY CORP CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | CEG0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 285 | SP | GARTNER, INC CMN | — | P | 02/10/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | IT0.95 | BuyBuy | Spouse | Feb 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 286 | SP | MAPLEBEARINC.CMN | — | P | 02/23/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | CART0.92 | BuyBuy | Spouse | Feb 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 287 | SP | MAPLEBEAR INC.CMN | — | P | 02/26/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | CART0.95 | BuyBuy | Spouse | Feb 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 288 | SP | NCR VOYIX CORP CMN CLASS A | — | P | 02/04/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 289 | SP | ICOINBASE GLOBAL, INC. CMN CLASS A | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 290 | SP | TENABLE HOLDINGS, INC CMN | — | P | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | TENB0.95 | BuyBuy | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 291 | SP | GENIUS SPORTS LTO CMN | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 292 | SP | ADVANCED MICRO DEVICES, INC. CMN | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | AMD0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 293 | SP | LuLuLEmon AtHLETIcA InC. Cmn | — | P | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | LULU0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 294 | SP | GENIUSSPORTSLTDCMN | — | P | 02/18/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 18, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 295 | SP | CANADIAN IMPERIAL BANK OF COMM UNKEDTOS&P5OOINDEX | — | S | 02/10/2026 | 03/04/2026 | $100,001 - $250,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 10, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 296 | SP | BNPPARIBASLUNKEDTO S&P500 INDEX | — | S | 02/10/2026 | 03/04/2026 | $50,001 - $100,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 10, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 297 | SP | AMAZON.COMINC CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $50,001 - $100,000 | 0.95 | AMZN0.92 | PartialPartial sale | Spouse | Feb 5, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 298 | SP | NVIDIA CORPORATION CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $50,001 - $100,000 | 0.95 | NVDA0.95 | PartialPartial sale | Spouse | Feb 5, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 299 | SP | INTL BUSINESS MACHINES CORP CMN | — | S | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | IBM0.95 | SellSell | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 300 | SP | JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX | — | S | 02/10/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 10, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 301 | SP | APPLEDMATERIALSINCCMN | — | S | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 302 | SP | BROADCOM INC. CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | AVGO0.95 | PartialPartial sale | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 303 | SP | MASTERCARD INCORPORATED CMN CLASS A | — | S | 02/06/2026 | 03/04/2026 | $15,001 - $50,000 | 0.93 | MA0.95 | SellSell | Spouse | Feb 6, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 304 | SP | XCEL ENERGY INC. CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | XEL0.95 | PartialPartial sale | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 305 | SP | BOSTON SCIENTIFIC CORP. COMMON STOCK | — | S (partial) | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.93 | BSX0.95 | PartialPartial sale | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 306 | SP | O'REIllY AUTOMOTIVE, InC. CMN | — | S | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | ORLY0.92 | SellSell | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 307 | SP | CHARLES SCHWAB CORPORATION CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | SCHW0.92 | PartialPartial sale | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 308 | SP | ARTHURJ GALLAGHER & CO CMN | — | S | 02/06/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | AJG0.92 | SellSell | Spouse | Feb 6, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 309 | SP | VERTEX PHARMACEUTICALS 1NCORPO CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 310 | SP | AMERICAN EXPRESS CO.CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | AXP0.95 | PartialPartial sale | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 311 | SP | VISA INC. CMN CLASS A | — | S | 02/06/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | V0.95 | SellSell | Spouse | Feb 6, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 312 | SP | CAPITAL ONE FINANCIAL CORP CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | COF0.95 | PartialPartial sale | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 313 | SP | NVIDIA CORPORATION CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $15,001 - $50,000 | 0.87 | NVDA0.95 | PartialPartial sale | Spouse | Feb 6, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 314 | SP | MICROCHIP TECHNOLOGY INCORPORA CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | MCHP0.95 | PartialPartial sale | Spouse | Feb 6, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 315 | SP | ORACLECORPORATON CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 316 | SP | ALPHABET INC, CMN CLASS A | — | S (partial) | 02/06/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | GOOGL0.92 | PartialPartial sale | Spouse | Feb 6, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 317 | SP | PHILIP MORRIS INTL INC CMN | — | S | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | PM0.95 | SellSell | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 318 | SP | CORTEVA, INC. CMN | — | S | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | CTVA0.95 | SellSell | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 319 | SP | VERISKANALYTICS,JNC,CMN | — | S | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 320 | SP | DIGITAL REALTY TRUST, INC, CMN | — | S | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | DLR0.95 | SellSell | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 321 | SP | CADENCE DESIGN SYSTEMS INC CMN | — | S | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | CDNS0.95 | SellSell | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 322 | SP | CAMDEN PROPERTY TRUST CMN | — | S | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | CPT0.95 | SellSell | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 323 | SP | NASDAQ INC. CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | NDAQ0.95 | PartialPartial sale | Spouse | Feb 6, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 324 | SP | PALO ALTO NETWORKS INC. CMN | — | S | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | PANW0.95 | SellSell | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 325 | SP | THE BANK OF NY MELION CORP CMN | — | S | 02/05/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 326 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | S (partial) | 02/09/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | GPK0.95 | PartialPartial sale | Spouse | Feb 9, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 327 | SP | ROPER TECHNOLOGIES INC CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | ROP0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 328 | SP | BOOKING HOLDINGS INC. CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | BKNG0.95 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 329 | SP | NXP SEMICONDUCTORS N.V. CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | NXPI0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 330 | SP | PENN ENTERTAINMENT INC CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | PENN0.95 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 331 | SP | WORKDAY, INC. CMN CLASS A | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | WDAY0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 332 | SP | APOLLO GLOBAL MANAGEMENT INC CMN (LASS A | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 333 | SP | SYNOPSYS, INC. CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | SNPS0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 334 | SP | ALPHABET INC. CMN CLASS A | — | S (partial) | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | GOOGL0.92 | PartialPartial sale | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 335 | SP | AIRBNB, INC. CMN CLASS A | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | ABNB0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 336 | SP | KKR & CO. INC. CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | KKR0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 337 | SP | ELECTRONIC ARTS CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | EA0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 338 | SP | INETFLIX, INC. CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.84 | PartialPartial sale | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 339 | SP | FORTINET, INC. CMN | — | S | 02/05/2026 | — | $1,001 - $15,000 | 0.95 | FTNT0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 340 | SP | BLACKROCKFUNDING,INC.CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 341 | SP | AMERENCORPORATIONCMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | AEE0.92 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 342 | SP | JACKHENRY&ASSOCINCCMN | — | S | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 343 | SP | ROYALBANKOFCANADALNKEDTO S&P 500 INDEX | — | S (partial) | 02/10/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 10, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 344 | SP | NASDAQINC.CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | NDAQ0.92 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 345 | SP | ANALOG DEVICES, INC. CMN | — | S | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ADI0.95 | SellSell | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 346 | SP | TESLA, INC. CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | TSLA0.95 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 347 | SP | AXALTA COATINGSYSTEMSLTD.CMN | — | S (partial) | 02/04/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | AXTA0.92 | PartialPartial sale | Spouse | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 348 | SP | EDWARDSUFESCIENCESCORPORATI CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 349 | SP | PTC INC. CMN | — | S | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | PTC0.95 | SellSell | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 350 | SP | AXALTA COATING SYSTEMS ETD. CMN | — | S (partial) | 02/12/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Feb 12, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 351 | SP | UBER TECHNOLOGIES,INC.CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | UBER0.95 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 352 | SP | ZIMMERBIOMETHOLDINGSINC | — | S (partial) | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | ZBH0.92 | PartialPartial sale | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 353 | SP | GENERALMOTORSCOMPANYCMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | GM0.92 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 354 | SP | DELLTECHNOLOGIES INC.CMN CLASS | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | DELL0.92 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 355 | SP | iTRIMBLE INC CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.84 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 356 | SP | EQUIFAX INC. CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.87 | EFX0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 357 | SP | TRUIST FINANCIAL CORPORATION CMN | — | S (partial) | 02/25/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | TFC0.95 | PartialPartial sale | Spouse | Feb 25, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 358 | SP | ARISTA NETWORKS, INC. CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ANET0.95 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 359 | SP | FACISETRESEARCHSYSTEMSINCCMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 360 | SP | WARNER BROSDISCOVERY INCCMN CLASSA | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 361 | SP | ROCKWELLAUTOMATION INCCMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ROK0.92 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 362 | SP | CUMMINS INC COMMON STOCK | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | CMI0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 363 | SP | SEAGATE TECHNOLOGY HOLDIN PLC CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | STX0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 364 | SP | REWITY INC CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 365 | SP | BLOCK, INC. CMN CLASS A | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 366 | SP | ALPHABET INC, CMN CLASS C | — | S (partial) | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | GOOG0.92 | PartialPartial sale | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 367 | SP | CALIAWAY GOLF COMPANY CMN | — | S (partial) | 02/12/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.83 | PartialPartial sale | Spouse | Feb 12, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 368 | SP | WESTERNDIGITALCORPORATIONCMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | WDC0.92 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 369 | SP | SS&C TECHNOLOGIES HOLDINGS, IN CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | SSNC0.95 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 370 | SP | COSTAR GROUP, INC. CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | CSGP0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 371 | SP | CHARLESSCHWAB CORPORATION CMN | — | S | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | SCHW0.92 | SellSell | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 372 | SP | STERIS PUBLIC LIMITED COMPANY Cmn. | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | STE0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 373 | SP | AXALTA COATING SYSTEMS LTD, CMN | — | S (partial) | 02/03/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | AXTA0.95 | PartialPartial sale | Spouse | Feb 3, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 374 | SP | EULILLY&CO CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 375 | SP | GARMIN LTD CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | GRMN0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 376 | SP | AXALTA COATING SYSTEMS LTD, CMN | — | S (partial) | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | AXTA0.95 | PartialPartial sale | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 377 | SP | AXALTA COATING SYSTEMS LID. CMN | — | S (partial) | 02/23/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Feb 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 378 | SP | FAIR ISAAC INC CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | FICO0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 379 | SP | S&P GLOBAL INC. CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | SPGI0.95 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 380 | SP | ITesla, Inc. Cmn | — | S (partial) | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.82 | PartialPartial sale | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 381 | SP | GEN DIGITAL INC CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | GEN0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 382 | SP | CALLAWAY GOLF COMPANY CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | CALY0.95 | PartialPartial sale | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 383 | SP | CARDINAL HEALTH, INC. CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | CAH0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 384 | SP | FREEPORT-MCMORAN INC CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | FCX0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 385 | SP | CENTENE CORPORATION CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | CNC0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 386 | SP | NEWS CORPORATION CMN CLASSA | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 387 | SP | JNTEL CORPORATION CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 388 | SP | LIVE NATION ENTERTAINMENT INC CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | LYV0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 389 | SP | TRUISTFINANCIAL CORPORATION CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | TFC0.92 | PartialPartial sale | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 390 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | S (partial) | 02/23/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | GPK0.95 | PartialPartial sale | Spouse | Feb 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 391 | SP | BOSTON SCIENTIFIC CORP. COMMON ISTOCK | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 392 | SP | DEXCOM,INC.CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | DXCM0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 393 | SP | ARES MANAGEMENT CORPORATION CMN CLASS A | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 394 | SP | ZIMMER BIOMET HOLDINGS INC | — | S (partial) | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | ZBH0.95 | PartialPartial sale | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 395 | SP | AUTODESK, INC, CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | ADSK0.95 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 396 | SP | CITIGROUP INC. CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | C0.95 | PartialPartial sale | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 397 | SP | LINDEPLCCMN | — | S | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 398 | SP | NORTHERN TRUST CORP CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | NTRS0.95 | PartialPartial sale | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 399 | SP | DOMINO'S PIZZA, INC. CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | DPZ0.92 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 400 | SP | ESSEXPROPERTYTRUSTINCCMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | ESS0.92 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 401 | SP | PENN ENTERTAINMENTINC CMN | — | S (partial) | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | PENN0.92 | PartialPartial sale | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 402 | SP | SS&C TECHNOLOGIES HOLDINGS, IN CMN | — | S (partial) | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | SSNC0.95 | PartialPartial sale | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 403 | SP | WESTPHARMACEUTICALSERVICESINC | — | S (partial) | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | WST0.92 | PartialPartial sale | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 404 | SP | EBAY 1NC. CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 405 | SP | VERISIGN, INC. CMN | — | S | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | VRSN0.95 | SellSell | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 406 | SP | ALPHABET INC. CMN CLASS C | — | S (partial) | 02/04/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | GOOG0.92 | PartialPartial sale | Spouse | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 407 | SP | SS&CTECHNOLOGIESHOLDINGS,IN ICMN | — | S (partial) | 02/25/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 25, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 408 | SP | EVEREST GROUPLTD CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | EG0.92 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 409 | SP | STATE STREET CORPORATION (NEW) CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | STT0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 410 | SP | ALPHABET INC. CMN CLASS c | — | S (partial) | 02/23/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | GOOG0.92 | PartialPartial sale | Spouse | Feb 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 411 | SP | TJX COMPANIES INC (NEW) CMN | — | S | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | TJX0.95 | SellSell | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 412 | SP | NORTHERN TRUST CORP CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | NTRS0.95 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 413 | SP | XCEL ENERGY INC. CMN | — | S | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | XEL0.95 | SellSell | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 414 | SP | TAKETWO INTERACTIVE SOFTWARE INC | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | TTWO0.92 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 415 | SP | SS&C TECHNOLOGIES HOLDINGS, IN CMN | — | S | 02/26/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | SSNC0.95 | SellSell | Spouse | Feb 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 416 | SP | VISTRA CORP CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | VST0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 417 | SP | BXPINC COMMON STOCK | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 418 | SP | GE HEALTHCARE TECHNOLOGIES INC CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | GEHC0.95 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 419 | SP | INTERACTIVE BROKERS GROUP, INC CMN ClASS A | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | IBKR0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 420 | SP | CHARLES RIVER LABORATORIES INT CMN' | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.84 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 421 | SP | DOORDASH INC CMN CLASS A | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | DASH0.95 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 422 | SP | SOUTHWEST AIRUNES CO CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.82 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 423 | SP | MOLINA HEALTHCARE, INC. CMN | — | S | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | MOH0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 424 | SP | BIOGEN INC. CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | BIIB0.95 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 425 | SP | QUANTA SERVICESINC CMN | — | S (partial) | 02/06/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | PWR0.92 | PartialPartial sale | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 426 | SP | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 02/02/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | MU0.95 | PartialPartial sale | Spouse | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 427 | SP | ARISTA NETWORKS, INC. CMN | — | S (partial) | 02/05/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ANET0.95 | PartialPartial sale | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 428 | SP | SS&C TECHNOLOGIES HOLDINGS, IN CMN | — | S (partial) | 02/18/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | SSNC0.95 | PartialPartial sale | Spouse | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 429 | SP | IAXALTA COATING SYSTEMS LTD. CMN | — | S (partial) | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.88 | PartialPartial sale | Spouse | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 430 | SP | BOFA FINANCE LLC LINKED TO S&P S0O INDEX | — | P | 02/26/2026 | 03/04/2026 | $100,001 - $250,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 26, 2026 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 431 | SP | BANCO BILBAO VIZCAYA S A ADR SPONSORED ADR CMN USD0.3296 | — | P | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 432 | SP | VISA INC. CMN CIASS A Sp. | — | P | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 433 | SP | MASTERCARDINCORPORATEDCMN CLASS A | — | P | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 434 | SP | PAYCHEX, INC. CMN | — | P | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | PAYX0.95 | BuyBuy | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 435 | SP | SERVICENOW INC CMN | — | P | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | NOW0.95 | BuyBuy | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 436 | SP | THE PROGRESSIVE CORPORATION CMN | — | P | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | PGR0.95 | BuyBuy | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 437 | SP | INTUIT INC CMN | — | P | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | INTU0.95 | BuyBuy | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 438 | SP | ADOBE INC CMN | — | P | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.93 | ADBE0.95 | BuyBuy | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 439 | SP | SONY GROUP CORPORATION SPONSOREDADRCMN | — | P | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 440 | SP | FISERV, INC. CMN | — | P | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | FISV0.95 | BuyBuy | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 441 | SP | SP. SAP SE (SPON ADR) | — | P | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 442 | SP | BOSTON SCIENTIFIC CORP. COMMON STOCK SP. | — | P | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 443 | SP | T-MOBILE US, INC. CMN | — | P | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | TMUS0.95 | BuyBuy | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 444 | SP | STRYKER CORPORATION CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | SYK0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 445 | SP | NOVO-NORDISK A/S ADR ADR CMN | — | P | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | NVO0.95 | BuyBuy | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 446 | SP | FAIR ISAAC INC CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | FICO0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 447 | SP | KIMBERLY-CLARK CORPORATION CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | KMB0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 448 | SP | CIGNA GROUP/THE CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | CI0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 449 | SP | ORACLE CORPORATION CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | ORCL0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 450 | SP | ELEVANCEHEALTHINCCMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | ELV0.92 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 451 | SP | CROWDSTRIKE HOLDINGS, INC, CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | CRWD0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 452 | SP | ARESMANAGEMENT CORPORATION CMN CLA5S A | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 453 | SP | AON PUBLC LIMITED COMPANY CMN CLASS A | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 454 | SP | AT&TINCCMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | T0.92 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 455 | SP | AIRBNB, INC. CMN CLASS A | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ABNB0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 456 | SP | TAKE TWO INTERACTIVE SOFTWARE INC | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | TTWO0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 457 | SP | NIKE CLASS-B CMN CLASS B | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | NKE0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 458 | SP | FORTINET, INC. CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | FTNT0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 459 | SP | NETFLIX, 1NC. CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 460 | SP | THE HOME DEPOT, INC, CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | HD0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 461 | SP | CHARTER COMMUNICATIONS,INC. CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | CHTR0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 462 | SP | MARSHORDCMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 463 | SP | ZIMMER BIOMET HOLDINGS INC | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | ZBH0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 464 | SP | STARBUCKSCORP,CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | SBUX0.92 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 465 | SP | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | CTSH0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 466 | SP | AMCOR PLC CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | AMCR0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 467 | SP | GODADDY INC. CMN CLASS A | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | GDDY0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 468 | SP | IGEN DIGITAL INC CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.86 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 469 | SP | RELXPLCSPONSOREDADRCMN | — | P | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 470 | SP | PAYCOM SOFTWARE,INC.CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | PAYC0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 471 | SP | ERIE INDEMNITY COMPANY CL-A CMN CLASSA | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 472 | SP | DOORDASH INC CMN CLASS A | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | DASH0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 473 | SP | EQUINIX, INC. REIT | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | EQIX0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 474 | SP | DOMINO'S PIZZA, INC. CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | DPZ0.92 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 475 | SP | INSULET CORPORATION CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | PODD0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 476 | SP | LULULEMON ATHLETICA INC. CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | LULU0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 477 | SP | COINBASE GLOBAL INC. CMN CLASS A | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | COIN0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 478 | SP | BAXTER INTERNATIONALINC.CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | BAX0.92 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 479 | SP | TRIMBLEINCCMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | TRMB0.92 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 480 | SP | GE HEALTHCARE TECHNOLOGIES INC CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | GEHC0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 481 | SP | ALEXANDRIA REAL ESTATE EQUITIES, Inc. | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ARE0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 482 | SP | YUM BRANDS, INC. CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | YUM0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 483 | SP | SUPER MICRO COMPUTER, INC.CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.96 | SMCI0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 484 | SP | INTERNATIONAL PAPER CO.CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | IP0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 485 | SP | COSTAR GROUP, INC. CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | CSGP0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 486 | SP | DEXCOM, INC. CMN | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | DXCM0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 487 | SP | SMURFIT WESTROCK PUBUC LIMITE CMN OCR: layout unrecognised | — | P | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 488 | SP | CALL/SMFG FLEX EURO PM 21.25 EXP 02/13/2026 OCR: layout unrecognised | — | P | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Option | Reviewnot modelled |
| 489 | SP | CALL/RIO FLEX EURO PM @ 82 EXP 02/13/2026 OCR: layout unrecognised | — | P | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Option | Reviewnot modelled |
| 490 | SP | CALL/EWJFLEXEUROPM@86.84 EXP 02/13/2026 OCR: layout unrecognised | — | P | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Option | Reviewnot modelled |
| 491 | SP | CALL/NVSFLEXEUROPM @14SEXP 02/13/2026 OCR: layout unrecognised | — | P | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Option | Reviewnot modelled |
| 492 | SP | CALL/NGGFLEX EURO PM @81EXP 02/13/2026 OCR: layout unrecognised | — | P | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Option | Reviewnot modelled |
| 493 | SP | CALL/TAK FLEX EURO PM @ 15.5 EXP 02/13/2026 OCR: layout unrecognised | — | P | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Option | Reviewnot modelled |
| 494 | SP | CALL/TSM FLEX EURO PM @ 34O EXP 02/13/2026 OCR: layout unrecognised | — | P | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Option | Reviewnot modelled |
| 495 | SP | CALL/EWA FLEX EURO PM @ 27.5 EXP 02/13/2026 OCR: layout unrecognised | — | P | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Option | Reviewnot modelled |
| 496 | SP | CALL/TTE FLEX EURO PM @ 69 EXP 02/13/2026 OCR: layout unrecognised | — | P | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Option | Reviewnot modelled |
| 497 | SP | CAIL/HSBC FLEX EURO 'PM 82 EXP 02/13/2026 OCR: layout unrecognised | — | P | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Option | Reviewnot modelled |
| 498 | SP | CALL/ULFLEX EURO PM @ 7O EXP 02/13/2026 OCR: amount unclear, layout unrecognised | — | P | 02/13/2026 | 03/04/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | — | Option | Reviewnot modelled |
| 499 | SP | CALL/CCEP FLEX EURO PM 96 EXP 02/13/2026 OCR: layout unrecognised | — | P | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Option | Reviewnot modelled |
| 500 | SP | PUT/XSP @ 645 EXP 05/15/2026 OCR: layout unrecognised | — | S | 02/27/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | SellSell | Spouse | Feb 27, 2026 | $15,001 - $50,000mid $32.5K | Option | Reviewnot modelled |
| 501 | SP | PUT/XSP @ 647 EXP 04/30/2026 OCR: layout unrecognised | — | S | 02/20/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | SellSell | Spouse | Feb 20, 2026 | $15,001 - $50,000mid $32.5K | Option | Reviewnot modelled |
| 502 | SP | PUT/XSP @ 640 EXP 04/24/2026 OCR: layout unrecognised | — | S | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | SellSell | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Option | Reviewnot modelled |
| 503 | SP | @ 645 EXP PUT/XSP 04/10/2026 OCR: amount unclear, layout unrecognised, date uncertain | — | S | 02/06/2026 | 03/04/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Feb 6, 2026 | — | Option | Reviewnot modelled |
| 504 | SP | MICROSOFT CORPORATION CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/17/2026 | 03/04/2026 | — | 0.30 | MSFT0.95 | PartialPartial sale | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 505 | SP | UNITEDHEALTH GROUP INCORPORATE CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 02/17/2026 | 03/04/2026 | — | 0.30 | UNH0.95 | PartialPartial sale | Spouse | Feb 17, 2026 | — | Stock | Reviewnot modelled |
| 506 | SP | ABBOTT LABORATORIES CMN | — | S | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | ABT0.95 | SellSell | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 507 | SP | iSAP AG CMN | — | S | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 508 | SP | SALESFORCEINC CMN | — | S (partial) | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | CRM0.92 | PartialPartial sale | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 509 | SP | BOOKING HOLDINGS INC, CMN | — | S | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | BKNG0.95 | SellSell | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 510 | SP | ASTRAZENECA PLC CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | AZN0.95 | PartialPartial sale | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 511 | SP | SUMITOMO MITSUI FINANCIAL GRP SPONSORED ADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 512 | SP | UBER TECHNOLOGiES, INC. CMN | — | S | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | UBER0.95 | SellSell | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 513 | SP | HSBC HOLDINGS PLC SPONSORED ADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 514 | SP | AMAZON.COM INC CMN | — | S (partial) | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | AMZN0.92 | PartialPartial sale | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 515 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | S (partial) | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | BRK-B0.92 | PartialPartial sale | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 516 | SP | S&P GLOBAL INC, CMN | — | S | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.95 | SPGI0.95 | SellSell | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 517 | SP | HCA HEALTHCAREINCCMN | — | S | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | HCA0.92 | SellSell | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 518 | SP | ADVANCED MICRO DEVICES, INC, CMN | — | S (partial) | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.94 | AMD0.95 | PartialPartial sale | Spouse | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 519 | SP | INTUITIVE SURGICAL, INC. CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | ISRG0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 520 | SP | KKR & CO, INC. CMN | — | S (partial) | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | KKR0.95 | PartialPartial sale | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 521 | SP | ING GROEP N.V.SPONS ADR SPONSOREDADRCMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 522 | SP | VERISK ANALYTICS, INC. CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | VRSK0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 523 | SP | PALO ALTO NETWORKS INC. CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | PANW0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 524 | SP | ARTHURJ GALLAGHER & CO CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | AJG0.92 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 525 | SP | AUTOMATIC DATA PROCESSING INC CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ADP0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 526 | SP | WALT DISNEY COMPANY (THE) CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | DIS0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 527 | SP | COPART, INC. CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.87 | CPRT0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 528 | SP | QUALCOMM INC CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | QCOM0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 529 | SP | APPLOVIN CORPORATION CMN CLASS | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | APP0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 530 | SP | AUTODESK, INC. CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ADSK0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 531 | SP | COCA-COLA COMPANY [THE) CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | KO0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 532 | SP | BIACKSTONE GROUP INC/THE CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.81 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 533 | SP | ROPER TECHNOLOGIES INC CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ROP0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 534 | SP | INTERCONTINENTAL EXCHANGE INC CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ICE0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 535 | SP | PAYPAL HOLDINGS, INC. CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | PYPL0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 536 | SP | CBRE GROUP, INC. CMN CLASS A | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | CBRE0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 537 | SP | SYNOPSYS, INC. CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | SNPS0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 538 | SP | RIO TINTO PLC SPONSORED ADR | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 539 | SP | SHELLPLC SPONSOREDADRCMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 540 | SP | HUMANA INC. CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | HUM0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 541 | SP | JPMORGANCHASE&COCMN | — | S (partial) | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 542 | SP | IBROWN & BROWN, INC. CMN | — | S (partial) | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 543 | SP | HARTFORD INSURANCE GROUP INC/T CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 544 | SP | ASML HOLDING N.V. ADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | ASML0.95 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 545 | SP | GARTNER, INC. CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | IT0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 546 | SP | TAIWAN SEMICONDUCTOR MFG ADS LTDADS1ADSEQUALSSORDS | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 547 | SP | APOLLOGLOBALMANAGEMENTINC CMN CLASS A | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 548 | SP | CONSTELLATION BRANDS INC CMN CLASS A | — | S (partial) | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | STZ0.95 | PartialPartial sale | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 549 | SP | EQUIFAX INC. CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | EFX0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 550 | SP | FACTSETRESEARCHSYSTEMSINCCMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | FDS0.92 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 551 | SP | GLOBALPAYMENTSINC.CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | GPN0.92 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 552 | SP | CAP GEMINI ADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | CGEMY0.92 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 553 | SP | BLOCK, INC. CMN CLASS A | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 554 | SP | iTRADE DESK, INC. [THE) CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.86 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 555 | SP | WORKDAY,INC.CMN CLASSA | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 556 | SP | MOODY'S CORPORATION CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | MCO0.92 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 557 | SP | QUESTDIAGNOSTICSINCORPORATED CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | DGX0.92 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 558 | SP | CARVANA CO, CMN CLASS A | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | CVNA0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 559 | SP | REALTY INCOME CORPORATION CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.95 | O0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 560 | SP | IROLLINS1NC.AEGOFFSCTASK0796638 | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 561 | SP | ACCENTUREPLC CMNCLASSA | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 562 | SP | INTELCORPORATIONCMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | INTC0.92 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 563 | SP | GENUINE PARTS CO.CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.91 | GPC0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 564 | SP | W.R.BERKLEYCORPORATIONCMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | WRB0.92 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 565 | SP | COMCASTCORPORATIONCMNCLASS A VOTING | — | S (partial) | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 566 | SP | IDEXX LABDRATORIES CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.85 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 567 | SP | TYLER TECHNOLOGIES, INC. CMN | — | S | 02/17/2026 | — | $1,001 - $15,000 | 0.94 | TYL0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 568 | SP | PTC INC. CAAN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 569 | SP | DEERE & COMPANY CMN | — | S (partial) | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | DE0.95 | PartialPartial sale | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 570 | SP | BEST BUY CO INC CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | BBY0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 571 | SP | ISHARESMSCIAUSTRALAETF | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 572 | SP | DELLTECHNOLOGIES INC.CMN CLASS | — | S (partial) | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | DELL0.92 | PartialPartial sale | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 573 | SP | MOLINA HEALTHCARE, JNC. CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 574 | SP | BROADRIDGE FINANCIAL SOLUTIONS IN CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | BR0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 575 | SP | (MSCI iNC. CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | MSCI0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 576 | SP | OMNICOM GROUP CMN | — | S | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | OMC0.95 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 577 | SP | TOYOTAMOTOR CORPORATION'SPON ADR | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 578 | SP | TAKEDAPHARMACEUTICALCOLTD SPONSOREDADRCMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 579 | SP | NOVARTIS AG-ADR SPONSORED ADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 580 | SP | COCA-COLA EUROPEAN PARTNERS PL CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 581 | SP | VINCI SA ADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | VCISY0.95 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 582 | SP | KONINKLIJKE AHOLD N.V. SPONSORED ADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 583 | SP | COMPASS GROUP PLC SPONSORED ADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 584 | SP | SIEMENS AKTIENGESELLSCHAFT SPONSORED ADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 585 | SP | INDUSTRIA DE DISENO TEXTIL S. ADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.87 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 586 | SP | SCHNEIDER ELECTRIC SE UNSPONSOREDADR (FRANCE) | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.81 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 587 | SP | ENEL SOCIETA PER AZIONI ADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 588 | SP | INFINEON TECHNOLOGIES AG - ADR SPONSOREDADR CMN | — | S (partial) | 02/13/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | IFNNY0.95 | PartialPartial sale | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 589 | SP | CAPITAL ONE FINANCIAL CORPORAT HYBRID05/10/2033USD | — | P | 02/02/2026 | 03/04/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | Feb 2, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 590 | SP | AUTONATION INC 3.85% 03/01/2032 USD | — | P | 02/02/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 2, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 591 | SP | METLIFE, INC. HYBRID 03/1S/2056 | — | P | 02/24/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 592 | SP | NEXTERA ENERGY CAPITAL HOLDING HYBRID 06/15/2054 USD | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 593 | SP | EVERSOURCE ENERGY HYBRID 08/15/2056 | — | P | 02/23/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Feb 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 594 | ? | ISHARES BITCOIN TRUSTETF ETF OCR: owner unreadable | — | P | 02/26/2026 | 03/04/2026 | $100,001 - $250,000 | 0.60 | —0.85 | BuyBuy | Unknown | Feb 26, 2026 | $100,001 - $250,000mid $175K | Crypto | Reviewnot modelled |
| 595 | DC | THE BANK OF NOVA SCOTIA LINKED TO S&PSO0INDEX | — | P | 02/11/2026 | 03/04/2026 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Dependent | Feb 11, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 596 | DC | CITIGROUP INC. LINKED TO S&P SO0 INDEX | — | P | 02/17/2026 | 03/04/2026 | $15,001 - $50,000 | 0.91 | —0.00 | BuyBuy | Dependent | Feb 17, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 597 | DC | UBS AG LINKED TO S&P 50O INDEX | — | P | 02/25/2026 | 03/04/2026 | $15,001 - $50,000 | 0.91 | —0.00 | BuyBuy | Dependent | Feb 25, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 598 | DC | JPMORGAN CHASE & CO. LINKED TO S&P S0O INDEX | — | P | 02/18/2026 | 03/04/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Dependent | Feb 18, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 599 | DC | BOFAFINANCE LLC LINKEDTO S&P 5O0 INDEX | — | P | 02/23/2026 | 03/04/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Dependent | Feb 23, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 600 | DC | OHIO ST ADULT CORRECTIONA REV 5.0000% 10/01/26 A0 | — | P | 02/02/2026 | 03/04/2026 | $15,001 - $50,000 | 0.91 | —0.00 | BuyBuy | Dependent | Feb 2, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 601 | DC | APPLIED MATERIALS INC CMN | — | P | 02/19/2026 | 03/04/2026 | $1,001 - $15,000 | 0.91 | AMAT0.95 | BuyBuy | Dependent | Feb 19, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 602 | DC | MIDDLETOWN 0HIO G0 5% 12/01/26 | — | P | 02/17/2026 | 03/04/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Feb 17, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 603 | DC | MIRION TECHNOLOGIES INC CMN CLaSS A | — | P | 02/19/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | MIR0.95 | BuyBuy | Dependent | Feb 19, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 604 | DC | CONSTELLATION ENERGY CORP CMN | — | P | 02/19/2026 | 03/04/2026 | $1,001 - $15,000 | 0.88 | CEG0.95 | BuyBuy | Dependent | Feb 19, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 605 | DC | REGIONAL TRANSN DIST COLO CTFS COPS 5% 06/01/26 JD | — | S | 02/26/2026 | 03/04/2026 | $15,001 - $50,000 | 0.91 | —0.00 | SellSell | Dependent | Feb 26, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 606 | DC | OHIO ST ADULT CORRECTIONA REY 5.0000% 10/01/26 A0 | — | S | 02/26/2026 | 03/04/2026 | $15,001 - $50,000 | 0.90 | —0.00 | SellSell | Dependent | Feb 26, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 607 | DC | SALESFORCE INC CMN | — | S | 02/19/2026 | 03/04/2026 | $1,001 - $15,000 | 0.91 | CRM0.95 | SellSell | Dependent | Feb 19, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 608 | DC | CATERPILLAR INC (DELAWARE) CMN | — | S (partial) | 02/19/2026 | 03/04/2026 | $1,001 - $15,000 | 0.92 | CAT0.95 | PartialPartial sale | Dependent | Feb 19, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 609 | DC | XCELENERGYINC.CMN | — | S (partial) | 02/19/2026 | 03/04/2026 | $1,001 - $15,000 | 0.93 | XEL0.92 | PartialPartial sale | Dependent | Feb 19, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 610 | DC | GS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO CLASS P | — | P | 02/10/2026 | 03/04/2026 | $50,001 - $100,000 | 0.92 | —0.00 | BuyBuy | Dependent | Feb 10, 2026 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |
| 611 | DC | GS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO CLASSP | — | P | 02/10/2026 | 03/04/2026 | $50,001 - $100,000 | 0.92 | —0.00 | BuyBuy | Dependent | Feb 10, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 612 | SP | NETFLIX INC | — | S | 02/18/2026 | 02/18/2026 | $1,001 - $15,000 | 0.97 | NFLX0.95 | SellSell | Spouse | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 613 | SP | INTUITIVE SURGICALINC | — | S | 02/18/2026 | 02/18/2026 | $1,001 - $15,000 | 0.96 | ISRG0.92 | SellSell | Spouse | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 614 | SP | ABBOTTLABORATORIES | — | S | 02/18/2026 | 02/18/2026 | $1,001 - $15,000 | 0.94 | ABT0.92 | SellSell | Spouse | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 615 | DC | NETFLIX INC | — | S | 02/18/2026 | 02/18/2026 | $1,001 - $15,000 | 0.96 | NFLX0.95 | SellSell | Dependent | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 616 | DC | INTUITIVE SURGICAL INC | — | S | 02/18/2026 | 02/18/2026 | $1,001 - $15,000 | 0.97 | ISRG0.95 | SellSell | Dependent | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 617 | DC | FTICONSULTINGINC | — | S | 02/18/2026 | 02/18/2026 | $1,001 - $15,000 | 0.96 | FCN0.92 | SellSell | Dependent | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 618 | DC | DANAHER CORPORATION COM | — | S | 02/18/2026 | 02/18/2026 | $1,001 - $15,000 | 0.96 | DHR0.95 | SellSell | Dependent | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 619 | DC | ABBOTT LABORATORIES | — | S | 02/18/2026 | 02/18/2026 | $1,001 - $15,000 | 0.92 | ABT0.95 | SellSell | Dependent | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 620 | DC | NETFUX INC | — | S | 02/18/2026 | 02/18/2026 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Feb 18, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |