Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 7, 2026
- Filing year
- 2026
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 571
- 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
- 202
REVIEW OCR 43p, rotation [0]: 571 rows from 39 data pages, 4 pages unread, 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 · 571
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 | — | Please see the attached OCR: date unreadable | — | P | — | — | $100,001 - $250,000 | 0.30 | —0.00 | BuyBuy | Self | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 2 | DC | BANKOFMONTREALLNKDTOVANECK GOLDMINERSETF | — | P | 03/16/2026 | 04/02/2026 | $100,001 - $250,000 | 0.94 | —0.00 | BuyBuy | Dependent | Mar 16, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 3 | DC | NATIONALBANK OF CANADALINKED TOBASKETOFINDICES | — | P | 03/03/2026 | 04/02/2026 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Dependent | Mar 3, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 4 | DC | ALPHABETINC CMN CLASS C | — | P | 03/06/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | GOOG0.92 | BuyBuy | Dependent | Mar 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | DC | WELLSFARGO&COMPANYHYBRID PERPETUAL | — | P | 03/11/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 11, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 6 | DC | ROCKWELLAUTOMATIONINCCMN | — | P | 03/06/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | ROK0.92 | BuyBuy | Dependent | Mar 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | DC | THERMO FISHER SCIENTIFICINC CMN OCR: amount unclear | — | P | 03/06/2026 | 04/02/2026 | — | 0.30 | TMO0.92 | BuyBuy | Dependent | Mar 6, 2026 | — | Stock | Reviewnot modelled |
| 8 | ? | BROADCOMINC CMN OCR: owner unreadable | — | P | 03/06/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | AVGO0.92 | BuyBuy | Unknown | Mar 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 9 | DC | ROGERSCOMMUNICATIONSIN HYBRID07/31/2056 | — | P | 03/24/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 10 | DC | KEYCORPHYBRIDPERPETUALUSD | — | P | 03/12/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Mar 12, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 11 | DC | EMERA US FINANCE LIC HYBRJD 10/01/2056 OCR: amount unclear | — | P | 03/17/2026 | 04/02/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Mar 17, 2026 | — | Unknown | Reviewnot modelled |
| 12 | DC | FIRSTHORIZON CORPORATION PFD 6 7500 | — | P | 03/05/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Mar 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 13 | DC | CALL/INJ FLEX EURO PM-@ 220 EXP 03/06/2026 | — | P | 03/06/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 6, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 14 | DC | STARBUCKS CORP CMN OCR: amount unclear | — | S (partial) | 03/06/2026 | 04/02/2026 | — | 0.30 | SBUX0.95 | PartialPartial sale | Dependent | Mar 6, 2026 | — | Stock | Reviewnot modelled |
| 15 | DC | EATONCORPPLC CMN | — | S (partial) | 03/06/2026 | 04/02/2026 | $1,001 - $15,000 | 0.84 | —0.00 | PartialPartial sale | Dependent | Mar 6, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 16 | DC | JOHNSON & JOHNSON CMN | — | S (partial) | 03/06/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | JNJ0.95 | PartialPartial sale | Dependent | Mar 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | DC | META PLATFORMS INC CLASS A CMN GLASS A | — | S (partial) | 03/06/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Mar 6, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 18 | DC | APPLEINC CMN | — | S (partial) | 03/06/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | AAPL0.92 | PartialPartial sale | Dependent | Mar 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | DC | MC DONALDS CORP CMN | — | P | 03/30/2026 | 04/02/2026 | $50,001 - $100,000 | 0.95 | MCD0.92 | BuyBuy | Dependent | Mar 30, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 20 | DC | CISCOSYSTEMSINCCMN | — | P | 03/30/2026 | 04/02/2026 | $50,001 - $100,000 | 0.94 | CSCO0.92 | BuyBuy | Dependent | Mar 30, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 21 | ? | COCA COLA COMPANY(THE)CMN OCR: owner unreadable | — | P | 03/30/2026 | 04/02/2026 | $50,001 - $100,000 | 0.60 | KO0.95 | BuyBuy | Unknown | Mar 30, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 22 | DC | UNITEDHEALTH GROUP INCORPORATE CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | UNH0.95 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 23 | DC | BOSTONSCIENTIFICCORP COMMON STOCK | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.92 | BSX0.92 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 24 | DC | THEPROGRESSIVE CORPORATION CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 25 | DC | AMAZON COM INC CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | AMZN0.95 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 26 | DC | INTUIT INC CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.91 | INTU0.95 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 27 | DC | S&P GLOBAL INC CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | SPGI0.95 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 28 | DC | SALESFORCEINCCMN OCR: amount unclear | — | P | 03/30/2026 | 04/02/2026 | — | 0.30 | CRM0.92 | BuyBuy | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 29 | DC | REALTYINCOMECORPORATIONCMN OCR: amount unclear | — | P | 03/30/2026 | 04/02/2026 | — | 0.30 | O0.92 | BuyBuy | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 30 | DC | ORACLECORPORATIONCMN OCR: amount unclear | — | P | 03/30/2026 | 04/02/2026 | — | 0.30 | ORCL0.92 | BuyBuy | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 31 | DC | AMERICANEXPRESSCOCMN | — | P | — | 04/02/2026 | $15,001 - $50,000 | 0.84 | —0.00 | BuyBuy | Dependent | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 32 | ? | TRUIST FINANCIAL CORPORATION CMN OCR: owner unreadable | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.60 | TFC0.95 | BuyBuy | Unknown | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 33 | DC | ALPHABET INC CMN CLASS A | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | GOOGL0.92 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 34 | DC | WALT DISNEY COMPANY (THE) CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.89 | DIS0.95 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 35 | DC | MOODY S CORPORATION CVN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 36 | DC | CAPITALONEFINANCIAL CORP CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.92 | COF0.92 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 37 | DC | PALO ALTO NETWORKS INC CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.92 | PANW0.95 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 38 | DC | JPMORGANCHASE&COCMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 39 | DC | THEPROCTER & GAMBLE COMPANY CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.82 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 40 | DC | AUTOMATIC DATA PROCESSING INC CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | ADP0.95 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 41 | DC | PRUDENTIALFINANCIALINC CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | PRU0.92 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 42 | DC | KKR&COINC.CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 43 | DC | AUTODESK, INC CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | ADSK0.95 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 44 | DC | LOWES COMPANIES INC CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | LOW0.95 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 45 | DC | WELLS FARGO &COMPANY CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.95 | WFC0.95 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 46 | DC | BLACKSTONE GROUP INC/THE CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.95 | BX0.95 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 47 | DC | IDEXXLABORATORIESCMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | IDXX0.92 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 48 | DC | TESLA INC CMN OCR: amount unclear | — | P | 03/30/2026 | 04/02/2026 | — | 0.30 | TSLA0.95 | BuyBuy | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 49 | DC | ACCENTUREPLCCMNCLASSA OCR: amount unclear | — | P | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.00 | BuyBuy | Dependent | Mar 30, 2026 | — | Unknown | Reviewnot modelled |
| 50 | DC | MONDELEZINTERNATIONALINC CMN | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.81 | MDLZ0.92 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | DC | HILTON WORLDWIDE HOLDINGS INC CMN | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | HLT0.95 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | DC | PPG INDUSTRIES INC CMN | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | PPG0.95 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | DC | INCYTE CORPORATION CMN OCR: type unclear | — | — | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | INCY0.95 | UnknownUnknown | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 54 | DC | MARTIN MARIETTA MATERIALS INC CMN | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | MLM0.95 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | — | VERTIV HOLDINGS LLC CMN CLASS A OCR: type unclear | — | — | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | VRT0.95 | UnknownUnknown | Self | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 56 | DC | UBER TECHNOLOGIES INC. CMN | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.85 | UBER0.95 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | DC | WASTE MANAGEMENT INC CMN | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | WM0.95 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | DC | ARTHUR J GALLAGHER & CO CMN | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | AJG0.92 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | DC | GENUINE PARTS CO CMN | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | GPC0.95 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | DC | TRIMBLE INC CMN | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | TRMB0.95 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | DC | KEYSIGHT TECHNOLOGIES INC CMN | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | KEYS0.95 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | DC | HENRY SCHEIN INC COMMON STOCK | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | HSIC0.95 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | DC | ROBINHOOD MARKETS INC. CMN | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | HOOD0.95 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | DC | DATADOG INC CMN CLASS A | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.95 | DDOG0.95 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | DC | BLOCK INC CMN CLASS A | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 66 | DC | LAM RESEARCHCORPORATION CMN | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | LRCX0.92 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | DC | BIO TECHNE CORPORATION CMN | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.80 | TECH0.95 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | DC | CHARLES RIVER LABORATORIES INT CMN | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.83 | —0.84 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 69 | ? | MICROSOFT CORPORATION CMN OCR: owner unreadable | — | S | 03/30/2026 | 04/02/2026 | $50,001 - $100,000 | 0.60 | MSFT0.95 | SellSell | Unknown | Mar 30, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 70 | DC | BANK OF AMERICA CORP CMN | — | S | 03/30/2026 | 04/02/2026 | $50,001 - $100,000 | 0.94 | BAC0.95 | SellSell | Dependent | Mar 30, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 71 | DC | VISA ING CMN CLASSA | — | S (partial) | 03/30/2026 | 04/02/2026 | $50,001 - $100,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Mar 30, 2026 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 72 | DC | BERKSHIRE HATHAWAY INC, CLASS B | — | S (partial) | 03/30/2026 | 04/02/2026 | $50,001 - $100,000 | 0.93 | BRK-B0.92 | PartialPartial sale | Dependent | Mar 30, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 73 | DC | MASTERCARDINCORPORATEDCMN CLASS A | — | S (partial) | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 74 | DC | ABBVIE INC CMN | — | S (partial) | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | ABBV0.95 | PartialPartial sale | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 75 | DC | CHARLES SCHWAB CORPORATION CMN | — | S | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | SCHW0.92 | SellSell | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 76 | DC | LABBOTTLABORATORIESCMN | — | S | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 77 | DC | MARSH ORD CMN | — | S | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 78 | DC | ADOBE INC CMN | — | S | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | ADBE0.95 | SellSell | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 79 | DC | STRYKER CORPORATION CMN | — | S | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.92 | SYK0.95 | SellSell | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 80 | DC | HUBBELL INCORPORATED CMN | — | S | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | HUBB0.95 | SellSell | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 81 | DC | SERVICENOW INC CMN | — | S (partial) | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | NOW0.95 | PartialPartial sale | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 82 | DC | AMERIPRISE FINANCIAL, INC CMN | — | S | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | AMP0.95 | SellSell | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 83 | DC | CADENCE DESIGN SYSTEMS INC CMN | — | S | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | CDNS0.95 | SellSell | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 84 | DC | AMGEN INC CMN | — | S | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | AMGN0.95 | SellSell | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 85 | DC | INTERCONTINENTAL EXCHANGE INC CMN OCR: amount unclear | — | S (partial) | 03/30/2026 | 04/02/2026 | — | 0.30 | ICE0.95 | PartialPartial sale | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 86 | DC | SYNOPSYS INC CMN OCR: amount unclear | — | S | — | 04/02/2026 | — | 0.30 | SNPS0.95 | SellSell | Dependent | — | — | Stock | Reviewnot modelled |
| 87 | DC | HCAHEALTHCARE INC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.84 | HCA0.92 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 88 | DC | AMERICANTOWERCORPORATION CMN OCR: amount unclear | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | AMT0.92 | SellSell | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 89 | DC | CINTAS CORPQRATION CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 90 | DC | APOLLO GLOBAL MANAGEMENT INC CMN CLASS A | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 91 | DC | ECOLAB INC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | ECL0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 92 | DC | BOOKING HOLDINGS INC CMN | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | BKNG0.95 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 93 | DC | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | CTSH0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | DC | 13MCOMPANYCMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 95 | DC | ICSX CORPORATION CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 96 | DC | INTL BUSINESS MACHINES CORP CMN | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | IBM0.95 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 97 | DC | META PLATFORMS INC CLASS A CMN CLASS A | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | META0.92 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 98 | DC | PALANTIR TECHNOLOGIES INC CMN | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.96 | PLTR0.95 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | DC | TAKE TWO INTERACTIVE SOFTWARE INC | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | TTWO0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 100 | DC | NIKE CLASS B CMN CLASS B | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | NKE0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 101 | DC | METLIFE INC CMN | — | S | 03/30/2026 | — | $1,001 - $15,000 | 0.92 | MET0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 102 | DC | CHIPOTLE MEXICAN GRILL INC CMN | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | CMG0.95 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 103 | DC | CENCORA INC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | COR0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 104 | ? | RAYMOND JAMES FINANCIAL INC OCR: owner unreadable | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | RJF0.95 | SellSell | Unknown | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 105 | DC | PARKER HANNIFIN CORP CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | PH0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 106 | DC | TRANE TECHNOLOGIES PUBLIC LIMI CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | TT0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 107 | DC | VULCAN MATERIALS CO CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | VMC0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 108 | DC | STATE STREET CORPORATION (NEW) CMN | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | STT0.95 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 109 | DC | FORD MOTOR COMPANY CMN | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | F0.95 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 110 | DC | ZOETIS INC CMN CLASS A | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | ZTS0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 111 | DC | MEDTRONIC PUBLIC LIMITED COMPA Cmn | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | MDT0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 112 | DC | EDWARDS LIFESCIENCES CORPORATI CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | EW0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 113 | DC | INTERNATIONAL PAPER CO CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | IP0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 114 | DC | EMERSON ELECTRIC CO CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | EMR0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 115 | DC | NXPSEMICONDUCTORSNVCMN OCR: date uncertain | — | S | 03/03/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | NXPI0.92 | SellSell | Dependent | Mar 3, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 116 | DC | ESTEE LAUDER COS INC CL A CMN CLASS A | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | EL0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 117 | DC | TROWEPRICEGROUPINCCMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | TROW0.92 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 118 | DC | MSCI INC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | MSCI0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 119 | DC | GLOBAL PAYMENTS INC. CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | GPN0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 120 | ? | DOLLAR GENERALCORPORATION CMN OCR: owner unreadable | — | S | 03/30/2026 | — | $1,001 - $15,000 | 0.60 | DG0.92 | SellSell | Unknown | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 121 | DC | VERTEX PHARMACEUTICALS INCORPO CMN OCR: amount unclear | — | S (partial) | 03/30/2026 | 04/02/2026 | — | 0.30 | VRTX0.95 | PartialPartial sale | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 122 | ? | PUBLIC STORAGE CMN OCR: owner unreadable | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | PSA0.95 | PartialPartial sale | Unknown | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 123 | DC | HASBRO INC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | HAS0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 124 | DC | ROYALCARIBBEANGROUPISIN LR0008862868 | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 125 | DC | DARDEN RESTAURANTS INC. CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.95 | DRI0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 126 | DC | JACOBSSOLUTIONSINCCMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.95 | J0.92 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 127 | DC | APPLOVINCORPORATIONCMNCLASS | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 128 | DC | AIRBNB INC CMN CLASS A OCR: amount unclear | — | S (partial) | 03/30/2026 | 04/02/2026 | — | 0.30 | ABNB0.95 | PartialPartial sale | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 129 | ? | FIRST SOLAR INC CMN OCR: owner unreadable | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | FSLR0.95 | SellSell | Unknown | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 130 | DC | GODADDY INC CMN CLASSA | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 131 | DC | WARNER BROSDISCOVERYINCCMN CLASS A | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 132 | DC | MIDAMERICAAPTCMNTYSINCCMN | — | S | 03/30/2026 | — | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 133 | DC | SYNCHRONY FINANCIAL CMN OCR: amount unclear | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | SYF0.95 | SellSell | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 134 | DC | KEURIGDRPEPPERINCCMN | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | KDP0.92 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 135 | DC | WILLIAMS SONOMA, INC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | WSM0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 136 | DC | CARRIERGLOBALCORPORATION CMN | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | CARR0.92 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 137 | DC | DOMINO S PIZZA, INC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | DPZ0.92 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 138 | DC | PTCINC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 139 | DC | OTISWORLDWIDECORPORATION CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | OTIS0.92 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 140 | DC | PULTEGROUPINC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.95 | PHM0.92 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 141 | DC | TRADE DESK INC (THE) CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | TTD0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 142 | DC | DEXCOMINCCMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.82 | DXCM0.92 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 143 | DC | NORWEGIAN CRUISE LINE HLDG LTD CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | NCLH0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 144 | DC | BXP INC COMMON STOCK | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | BXP0.98 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 145 | DC | AGILENT TECHNOLOGIES INC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | A0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 146 | DC | LKQCORPORATIONCMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | LKQ0.92 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 147 | DC | DR HORTON INCCMN | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | DHI0.92 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 148 | ? | AUTOZONE INC CMN OCR: owner unreadable | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | AZO0.95 | SellSell | Unknown | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 149 | DC | CONAGRA BRANDS INC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | CAG0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 150 | DC | RESMEDINC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.95 | RMD0.92 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 151 | DC | MOLINAHEALTHCARE INC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | MOH0.92 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 152 | DC | STERIS PUBLIC LIMITED COMPANY CMN OCR: amount unclear | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | STE0.95 | SellSell | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 153 | DC | COSTAR GROUP INC. CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | CSGP0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 154 | DC | CARNIVAL CORPORATION CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | CCL0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 155 | ? | THE HERSHEY COMPANY CMN OCR: owner unreadable | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | HSY0.95 | SellSell | Unknown | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 156 | DC | BAXTER INTERNATIONAL INC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | BAX0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 157 | DC | CRH PUBLIC LIMITED COMPANY CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | CRH0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 158 | DC | ZEBRA TECHNOLOGIES INC CMN CLASS | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | ZBRA0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 159 | DC | MICROCHIP TECHNOLOGY INCORPORA CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | MCHP0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 160 | DC | UNITED AIRLINES HOLDINGS INCCMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | UAL0.92 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 161 | DC | MCCORMICK & CO NON VTG SHRS CMN CLASS N | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 162 | DC | MOHAWK INDUSTRIES INCCOMMON STOCK | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 163 | DC | ELEVANCE HEALTH INC CMN | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | ELV0.95 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 164 | ? | BUILDERS FIRSTSOURCE INC CMN OCR: owner unreadable, amount unclear | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | BLDR0.95 | SellSell | Unknown | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 165 | DC | GEN DIGITAL INC CMN OCR: amount unclear | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | GEN0.95 | SellSell | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 166 | SP | BOFA FINANCE LLC LINKED TO S&P 5O0 X3ONI | — | P | 03/12/2026 | 04/02/2026 | $50,001 - $100,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 12, 2026 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 167 | SP | BANKOFAMERICACORPCMN | — | P | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | BAC0.92 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 168 | SP | MASTERCARDINCORPORATEDCMN CLASS A | — | P | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 169 | SP | VISA INC CMN CLASSA | — | P | 03/10/2026 | — | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 170 | SP | COCA COLA COMPANY (THE) CMN | — | P | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | KO0.95 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 171 | SP | MC DONALDS CORP CMN | — | P | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | MCD0.92 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 172 | SP | MERCK& CO INC CMN | — | P | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.92 | MRK0.95 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 173 | SP | PHILIP MORRIS INTLINC CMN | — | P | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 174 | SP | LOWES COMPANIES INC CMN | — | P | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.92 | LOW0.95 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 175 | SP | APPLIED MATERIALS INC CMN | — | P | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | AMAT0.95 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 176 | SP | LINDE PLC CMN | — | P | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | LIN0.95 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 177 | SP | UNITEDHEALTH GROUPINCORPORATE CMN | — | P | — | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 178 | SP | NVIDIA CORPORATION CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | NVDA0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 179 | SP | ABBOTT LABORATORIES CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | ABT0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 180 | SP | SALESFORCEINCCMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | CRM0.92 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 181 | SP | ARTHURJGALLAGHER&COCMN. | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 182 | ? | UNITED PARCEL SERVICE INC. CLASS B COMMONSTOCK OCR: owner unreadable | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 183 | SP | GARMIN LTD CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | GRMN0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 184 | SP | ORACLECORPORATIONCMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | ORCL0.92 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 185 | SP | DANAHER CORPORATION CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.86 | DHR0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 186 | SP | NIKECLASS B CMN CLASSB OCR: date uncertain | — | P | 03/01/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Mar 1, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 187 | SP | CHARLES SCHWAB CORPORATION CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | SCHW0.92 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 188 | SP | ALEXANDRIA REAL ESTATE EQUITIES ING | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | ARE0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 189 | SP | AMCOR PLC CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | AMCR0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 190 | SP | APOLLO GLOBAL MANAGEMENT INC CMNCLASSA | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 191 | SP | KEURIGDRPEPPERINCCMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | KDP0.92 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 192 | SP | BOSTON SCIENTIFICCORP COMMON STOCK | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | BSX0.92 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 193 | SP | UBER TECHNOLOGIES INC CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.81 | UBER0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 194 | SP | INTERCONTINENTAL EXCHANGE INC CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | ICE0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 195 | SP | AMAZON COM INC CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | AMZN0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 196 | SP | THE PROCTER&GAMBLE COMPANY CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | PG0.92 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 197 | SP | EQUIFAX INC CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | EFX0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 198 | SP | AGILENTTECHNOLOGIES INC CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | A0.92 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 199 | SP | METLIFE INC CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | MET0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 200 | SP | TRACTORSUPPLY COMPANY CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | TSCO0.92 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 201 | SP | PAYPAL HOLDINGS INC CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | PYPL0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 202 | SP | KKR & CO INC CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | KKR0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 203 | SP | FISERV INC CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | FISV0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 204 | SP | AIRBNB INC CMN CLASSA | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 205 | SP | 1QVIA HOLDINGS INC CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 206 | SP | INTL BUSINESS MACHINES CORP CMN OCR: amount unclear | — | P | 03/10/2026 | 04/02/2026 | — | 0.30 | IBM0.95 | BuyBuy | Spouse | Mar 10, 2026 | — | Stock | Reviewnot modelled |
| 207 | SP | PROLOGIS INC CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | PLD0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 208 | SP | DOW INC CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | DOW0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 209 | SP | BLOCK, INC CMN CUASS A | — | P | 03/10/2026 | — | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 210 | SP | GLOBAL PAYMENTS INC CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | GPN0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 211 | SP | COSTARGROUP INC CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | CSGP0.92 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 212 | SP | VERTIV HOLDINGS LLC CMN CLASS A | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | VRT0.95 | BuyBuy | Spouse | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 213 | SP | CIENA CORPORATION CMN | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | CIEN0.95 | BuyBuy | Spouse | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 214 | SP | LUMENTUM HOLDINGS INC. CMN | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | LITE0.95 | BuyBuy | Spouse | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 215 | SP | MAPLEBEARINC CMN | — | P | 03/06/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | CART0.92 | BuyBuy | Spouse | Mar 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 216 | SP | TESLA INC CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | TSLA0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 217 | SP | ALBERTSONS COMPANIES INC CMN CLASS A | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | ACI0.95 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 218 | SP | GENIUSSPORTSLTDCMN | — | P | 03/09/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 9, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 219 | SP | ALBERTSONS COMPANIES INC. CMN CLASS A | — | P | 03/04/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | ACI0.95 | BuyBuy | Spouse | Mar 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 220 | SP | GENIUSSPORTSLTDCMN | — | P | 03/18/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 18, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 221 | SP | ALBERTSONSCOMPANIES INC CMN CLASS A | — | P | 03/12/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | ACI0.92 | BuyBuy | Spouse | Mar 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 222 | SP | CISCO SYSTEMS INC. CMN | — | S | 03/10/2026 | 04/02/2026 | $50,001 - $100,000 | 0.94 | CSCO0.95 | SellSell | Spouse | Mar 10, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 223 | SP | BERKSHIREHATHAWAYINCCLASSB | — | S (partial) | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | BRK-B0.92 | PartialPartial sale | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 224 | SP | THE HOMEDEPOT INC CMN | — | S (partial) | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | HD0.92 | PartialPartial sale | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 225 | SP | THERMOFISHERSCIENTIFICINCCMN | — | S | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | TMO0.92 | SellSell | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 226 | SP | JPMORGAN CHASE &CO CMN | — | S (partial) | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | JPM0.95 | PartialPartial sale | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 227 | SP | GENERALMILLSINCCMN | — | S | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | GIS0.92 | SellSell | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 228 | SP | PAYCHEX INC CMN | — | S | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | PAYX0.95 | SellSell | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 229 | SP | CONSTELLATION BRANDS INC CMN ClasS A | — | S | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | STZ0.95 | SellSell | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 230 | SP | WELLSFARGO&COMPANYCMN | — | S (partial) | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | WFC0.92 | PartialPartial sale | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 231 | SP | MONSTERBEVERAGECORPORATION CMN | — | S | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | MNST0.92 | SellSell | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 232 | SP | MICRON TECHNOLOGY INC CMN | — | S (partial) | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | MU0.95 | PartialPartial sale | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 233 | SP | COPART INC CMN | — | S | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | CPRT0.95 | SellSell | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 234 | SP | MEDTRONICPUBLICLIMITEDCOMPA CMN | — | S | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.00 | SellSell | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 235 | SP | WATERS CORPORATION COMMON STOCK | — | S | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.88 | WAT0.95 | SellSell | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 236 | SP | CHIPOTLE MEXICAN GRILL INC CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | CMG0.95 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 237 | SP | PNC FINANCIALSERVICES GROUP CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | PNC0.92 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 238 | SP | PRINCIPAL FINANCIAL GROUP INC CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | PFG0.95 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 239 | SP | APPLOVIN CORPORATION CMN CLASS OCR: amount unclear | — | S (partial) | 03/10/2026 | 04/02/2026 | — | 0.30 | APP0.95 | PartialPartial sale | Spouse | Mar 10, 2026 | — | Stock | Reviewnot modelled |
| 240 | SP | U S BANCORP CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | USB0.92 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 241 | SP | CAPITAL ONE FINANCIAL CORP CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.95 | COF0.95 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 242 | SP | HEWLETT PACKARD ENTERPRISE CO CMN | — | S (partial) | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | HPE0.95 | PartialPartial sale | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 243 | SP | CORPAY INC CMN OCR: date uncertain | — | S | 03/01/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | CPAY0.95 | SellSell | Spouse | Mar 1, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 244 | SP | POOL CORP CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | POOL0.95 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 245 | SP | WALT DISNEY COMPANY (THE) CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | DIS0.95 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 246 | SP | IDEX CORPORATION COMMON STOCK | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | IEX0.95 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 247 | SP | HORMEL FOODS CORPORATION CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | HRL0.95 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 248 | SP | EXPEDITORS INTERNATIONAL OF WA CMN CLASS A | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 249 | SP | LULULEMONATHLETICA INC CMN | — | S (partial) | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | LULU0.92 | PartialPartial sale | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 250 | SP | APTIV PLC CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | APTV0.95 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 251 | SP | DATADOG INC. CMN CLASS A | — | S (partial) | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | DDOG0.95 | PartialPartial sale | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 252 | SP | DELTA AIR LINES INC CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | DAL0.95 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 253 | SP | CARVANA CO CMN CLASS A | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | CVNA0.95 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 254 | SP | AMERICAN EXPRESS CO CMN | — | S (partial) | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | AXP0.95 | PartialPartial sale | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 255 | SP | MICRON TECHNOLOGY INC CMN | — | S (partial) | 03/12/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | MU0.95 | PartialPartial sale | Spouse | Mar 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 256 | SP | COOPER COS INC/THE CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | COO0.95 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 257 | SP | ARCH CAPITAL GROUP LTD CMN | — | S (partial) | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | ACGL0.95 | PartialPartial sale | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 258 | SP | MONOLITHIC POWER SYSTEMS INC CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | MPWR0.95 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 259 | SP | DECKERSOUTDOORSCORPCMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 260 | SP | NASDAQ INC CMN | — | S (partial) | 03/24/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | NDAQ0.95 | PartialPartial sale | Spouse | Mar 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 261 | SP | ROBINHOOD MARKETS INC CMN | — | S (partial) | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | HOOD0.95 | PartialPartial sale | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 262 | SP | MICRON TECHNOLOGY INC CMN | — | S (partial) | 03/18/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | MU0.95 | PartialPartial sale | Spouse | Mar 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 263 | SP | SOUTHWEST AIRLINES CO CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | LUV0.95 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 264 | SP | AMETEK INC (NEW) CMN | — | S (partial) | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | AME0.95 | PartialPartial sale | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 265 | SP | AXALTA COATING SYSTEMS LTD CMN | — | S (partial) | 03/18/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | AXTA0.95 | PartialPartial sale | Spouse | Mar 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 266 | SP | CARNIVAL CORPORATION CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | CCL0.95 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 267 | SP | MICROSOFT CORPORATION CMN OCR: amount unclear | — | S (partial) | 03/10/2026 | 04/02/2026 | — | 0.30 | MSFT0.95 | PartialPartial sale | Spouse | Mar 10, 2026 | — | Stock | Reviewnot modelled |
| 268 | SP | NASDAα INC CMN | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.82 | PartialPartial sale | Spouse | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 269 | SP | FRANKLIN RESOURCES INC CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | BEN0.92 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 270 | SP | INCYTE GORPORATION CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 271 | SP | WILLIAMS SONOMA INC CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | WSM0.95 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 272 | SP | JUNITED AIRLINES HOLDINGS INC CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.87 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 273 | SP | AIR PRODUCTS & CHEMICALS INC CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | APD0.95 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 274 | SP | CIGNA GROUP/THE CMN | — | S (partial) | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | CI0.95 | PartialPartial sale | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 275 | SP | STANLEY BLACK & DECKER INC. CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | SWK0.95 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 276 | SP | ERIE INDEMNITY COMPANY CL A CMN CLASS A | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | ERIE0.95 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 277 | SP | NASDAQ INC GMN | — | S (partial) | 03/25/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.90 | PartialPartial sale | Spouse | Mar 25, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 278 | SP | KENVUE INC CMN | — | S (partial) | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | KVUE0.95 | PartialPartial sale | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 279 | SP | MORGAN STANLEY FINANCE LLC LINKED TO S&P 500 INDEX | — | P | 03/12/2026 | 04/02/2026 | $100,001 - $250,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 12, 2026 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 280 | SP | MICROSOFT CORPORATION CMN | — | P | 03/23/2026 | — | $15,001 - $50,000 | 0.88 | MSFT0.95 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 281 | SP | ABBOTT LABORATORIES CMN | — | P | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.86 | ABT0.95 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 282 | SP | THE HOME DEPOT INC CMN | — | P | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.91 | HD0.95 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 283 | SP | UNITEDHEALTH GROUP INCORPORATE CMN | — | P | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.91 | UNH0.95 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 284 | SP | INTUITIVE SURGICAL, INC CMN | — | P | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.88 | ISRG0.95 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 285 | SP | COCA COLA COMPANY (THE) CMN | — | P | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | KO0.95 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 286 | SP | AMAZON COM INC CMN | — | P | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | AMZN0.95 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 287 | SP | BOOKING HOLDINGS INC CMN | — | P | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.92 | BKNG0.95 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 288 | SP | AUTOMATIC DATA PROCESSING INC CMN | — | P | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.88 | ADP0.95 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 289 | SP | ACCENTURE PLC CMN CLASS A | — | P | 03/23/2026 | — | $15,001 - $50,000 | 0.92 | ACN0.95 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 290 | SP | UBER TECHNOLOGIES INC CMN | — | P | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.89 | UBER0.95 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 291 | SP | AMERICAN INTL GROUP INC CMN | — | P | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | AIG0.95 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 292 | SP | SALESFORCE INC CMN | — | P | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.89 | CRM0.95 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 293 | ? | S&P GLOBALINC CMN OCR: owner unreadable | — | P | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.60 | SPGI0.92 | BuyBuy | Unknown | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 294 | SP | BLACKSTONE GROUPINC/THECMN | — | P | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.80 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 295 | SP | PALO ALTO NETWORKS INC CMN | — | P | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | PANW0.95 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 296 | SP | ARTHURJGALLAGHER&COCMN | — | P | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 297 | SP | INVITATIONHOMESINCCMN | — | P | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.89 | INVH0.92 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 298 | SP | ROPER TECHNOLOGIES INC CMN. | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | ROP0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 299 | SP | APOLLO GLOBAL MANAGEMENT INC CMN CLASS A | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 300 | SP | PRUDENTIAL FINANCIAL INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | PRU0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 301 | SP | KKR & CO INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | KKR0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 302 | SP | INTERCONTINENTAL EXCHANGE INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | ICE0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 303 | SP | COPART INC. CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | CPRT0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 304 | SP | APPLOVIN CORPORATION CMN CLASS | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | APP0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 305 | SP | CROWN CASTLE INTL CORP CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | CCI0.92 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 306 | SP | AMERICANTOWERCORPORATION CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.87 | AMT0.92 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 307 | SP | AUTOZONE INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | AZO0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 308 | SP | COCA COLA EUROPEAN PARTNERS PL CMN | — | P | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 309 | SP | GARTNER INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | IT0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 310 | SP | BXP INC COMMON STOCK | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | BXP0.98 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 311 | SP | PAYPALHOLDINGSINCCMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | PYPL0.92 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 312 | SP | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | CTSH0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 313 | SP | NATIONALGRIDPLCSPONSOREDADR CMN | — | P | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 314 | SP | VICI PROPERTIES INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | VICI0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 315 | SP | SHELLPLC SPONSORED ADR CMN | — | P | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 316 | SP | WALT DISNEY COMPANY (THE) CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | DIS0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 317 | SP | RIO TINTO PLC SPONSORED ADR | — | P | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 318 | SP | CAPITAL ONE FINANCIAL CORP CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | COF0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 319 | SP | ASTRAZENECA PLC CMN | — | P | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | AZN0.95 | BuyBuy | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 320 | SP | AUTODESK INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | ADSK0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 321 | SP | AMERICANEXPRESSCO CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.82 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 322 | SP | WELLS FARGO & COMPANY CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | WFC0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 323 | SP | WASTEMANAGEMENT INC CMN | — | P | 03/23/2026 | — | $1,001 - $15,000 | 0.89 | WM0.92 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 324 | SP | BROADRIDGE FINANCIAL SOLUTIONS IN CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | BR0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 325 | SP | AFLACINCORPORATED CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | AFL0.92 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 326 | SP | FACTSET RESEARCH SYSTEMS INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | FDS0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 327 | SP | GLOBAL PAYMENTSINC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | GPN0.92 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 328 | SP | BLOCK INC CMN CLASS A | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 329 | SP | VERISK ANALYTICS INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | VRSK0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 330 | SP | COSTAR GROUP INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | CSGP0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 331 | SP | W R BERKLEY CORPORATION CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | WRB0.92 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 332 | SP | EDWARDS LIFESCIENCES CORPORATI CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | EW0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 333 | SP | WORKDAY INC CMN CLASS A | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | WDAY0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 334 | SP | IPMORGAN CHASE & CO CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.84 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 335 | SP | MOODY S CORPORATION CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | MCO0.92 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 336 | SP | SYNOPSYS INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | SNPS0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 337 | SP | INTERNATIONAL PAPER CO CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | IP0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 338 | SP | ESSEXPROPERTYTRUSTINCCMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | ESS0.92 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 339 | SP | VERISIGN INC CMN OCR: type unclear | — | — | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | VRSN0.95 | UnknownUnknown | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 340 | SP | AMERIPRISE FINANCIAL INC. CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | AMP0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 341 | SP | NOVO-NORDISK A/S ADR ADR CMN | — | P | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | NVO0.95 | BuyBuy | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 342 | SP | TYLER TECHNOLOGIES INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | TYL0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 343 | SP | SANDISK LLC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | SNDK0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 344 | SP | D R. HORTON INC. CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | DHI0.92 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 345 | SP | SBA COMMUNICATIONS CORPORATION CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | SBAC0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 346 | SP | CBRE GROUP._INC CMN CLASS A | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 347 | SP | HARTFORD INSURANCE GROUP INC/T CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 348 | SP | HUMANA INC. CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | HUM0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 349 | SP | TIX COMPANIES INC [NEW) CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 350 | SP | BECTON DICKINSONAND COMPANY CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.82 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 351 | SP | MC DONALDS CORP CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | MCD0.92 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 352 | SP | INTEL CORPORATION CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | INTC0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 353 | SP | LAMB WESTON HOLDINGS INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | LW0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 354 | SP | GENUINEPARTSCOCMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 355 | SP | HEALTHPEAKPROPERTIESINCCMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | DOC0.92 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 356 | SP | CARVANA CO CMN CLASS A | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | CVNA0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 357 | SP | TRADE DESK INC (THE) CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | TTD0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 358 | SP | MOSAIC COMPANY (THE) CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | MOS0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 359 | SP | THEKRAFTHEINZCOCMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 360 | SP | CORPAY INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | CPAY0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 361 | SP | ROLLINSINCREGOFFSCTASK0796638 | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 362 | SP | AIR PRODUCTS & CHEMICALS INC CMN OCR: date uncertain | — | P | 03/23/2026 | — | $1,001 - $15,000 | 0.60 | APD0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 363 | SP | MSCIINC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | MSCI0.92 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 364 | SP | ECOUABINC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 365 | SP | VERTEX PHARMACEUTICALS INCORPO CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | VRTX0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 366 | SP | @ 655 EXP PUT/XSP 03/31/2026 | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Spouse | Mar 30, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 367 | SP | CALL/SHEL FLEX EURO PM 76 EXP 03/13/2026 | — | P | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 368 | SP | CALL/TTE FLEX EURO PM @ 69 EXP 03/13/2026 | — | P | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 369 | SP | @ 660 EXP PUT/XSP 03/20/2026 | — | P | 03/19/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Mar 19, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 370 | SP | CALL/NGG FLEX EURO PM @ 8S EXP 03/13/2026 | — | P | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 371 | SP | CALL/CCEPFLEXEUROPM94EXP 03/13/2026 | — | P | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 372 | SP | PUT/XSP @ 610 EXP 06/30/2026 | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Mar 30, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 373 | SP | @ 610 EXP PUT/XSP 06/18/2026 | — | S | 03/19/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Mar 19, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 374 | SP | PUT/XSP @ 625 EXP 05/29/2026 | — | S | 03/06/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | —0.00 | SellSell | Spouse | Mar 6, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 375 | SP | VISA INC CMN CLASS A. | — | S (partial) | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.89 | V0.95 | PartialPartial sale | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 376 | SP | MASTERCARDINCORPORATEDCMN CLasS A | — | S (partial) | 03/23/2026 | — | $15,001 - $50,000 | 0.88 | —0.00 | PartialPartial sale | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 377 | ? | INTL BUSINESS MACHINES CORP CMN OCR: owner unreadable | — | S | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.60 | IBM0.95 | SellSell | Unknown | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 378 | SP | FISERV INC CMN | — | S | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.89 | FISV0.95 | SellSell | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 379 | SP | BERKSHIRE HATHAWAY INC CLASS B | — | S (partial) | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | BRK-B0.92 | PartialPartial sale | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 380 | SP | MARSH ORD CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 381 | SP | ORACLE CORPORATION CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.89 | ORCL0.95 | PartialPartial sale | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 382 | SP | BOSTON SCIENTIFIC CORP COMMON STOCK | — | S (partial) | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.88 | BSX0.95 | PartialPartial sale | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 383 | SP | ADOBE INC CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.89 | ADBE0.95 | PartialPartial sale | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 384 | — | Pud Asset Ham 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 |
| 385 | SP | STRYKER CORPORATION CMN | — | S | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.88 | SYK0.95 | SellSell | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 386 | SP | PAYCHEX, INC CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.89 | PAYX0.95 | PartialPartial sale | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 387 | SP | LOWES COMPANIESINCCMN | — | S | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | LOW0.92 | SellSell | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 388 | SP | UDR INC CMN | — | S | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.86 | UDR0.95 | SellSell | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 389 | SP | OREILLYAUTOMOTIVE INC.CMN | — | S | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.89 | ORLY0.92 | SellSell | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 390 | SP | MID-AMERICAAPTCMNTYSINCCMN | — | S | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.91 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 391 | SP | WESTERN DIGITAL CORPORATION CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | WDC0.95 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 392 | SP | BANK OFAMERICA CORP CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | BAC0.92 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 393 | SP | CHIPOTLE MEXICAN GRILL,INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | CMG0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 394 | SP | SHERWIN WILLIAMS CO CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | SHW0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 395 | SP | CROWDSTRIKE HOLDINGS INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | CRWD0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 396 | SP | FAIR ISAACINCCMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | FICO0.92 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 397 | SP | KLACORPCMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | KLAC0.92 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 398 | SP | LULULEMONATHLETICAINC.CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | LULU0.92 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 399 | SP | PHILIP MORRIS INTLINCCMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | —0.00 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 400 | SP | AT&TINC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | T0.92 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 401 | ? | THE PROGRESSIVECORPORATION CMN OCR: owner unreadable | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | PGR0.92 | PartialPartial sale | Unknown | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 402 | SP | MCKESSON CORPORATION CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.87 | MCK0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 403 | SP | FORTINET INC CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | FTNT0.95 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 404 | SP | METUFE INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 405 | SP | PUBLIC STORAGE CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.86 | PSA0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 406 | SP | MONSTER BEVERAGECORPORATION CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | MNST0.92 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 407 | SP | KONINKLUKE AHOLD N Y SPONSORED ADR CMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 408 | SP | TRACTOR SUPPLY COMPANY CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | TSCO0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 409 | SP | DOORDASHINCCMN CLASSA | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.87 | —0.00 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 410 | SP | ERIE INDEMNITY COMPANY CL A CMN CLaSS A | — | S | 03/23/2026 | — | $1,001 - $15,000 | 0.90 | ERIE0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 411 | SP | STARBUCKS CORP CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | SBUX0.95 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 412 | SP | EQUITYRESIDENTIALCMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | EQR0.92 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 413 | SP | CHARTER COMMUNICATIONS INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | CHTR0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 414 | SP | CINTASCORPORATION CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | CTAS0.92 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 415 | SP | WEYERHAEUSERCOMPANYCMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | WY0.92 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 416 | SP | ZIMMER BIOMET HOLDINGS INC | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | ZBH0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 417 | SP | MEDTRONIC PUBLICLIMITEDCOMPA CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 418 | SP | IBERDROLASOCIEDADANONIMA SPONSORED ADR CMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 419 | SP | GODADDY INC CMN CLASS A | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | GDDY0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 420 | SP | ALEXANDRIA REALESTATE EQUITIES INC | — | S | 03/23/2026 | — | $1,001 - $15,000 | 0.91 | ARE0.92 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 421 | SP | MARTIN MARIETTA MATERIALS INC | — | S | 03/23/2026 | — | $1,001 - $15,000 | 0.89 | MLM0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 422 | SP | GEN DIGITALINC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | GEN0.92 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 423 | SP | ENELSOCIETAPERAZIONIADRCMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 424 | SP | T ROWEPRICEGROUP INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | TROW0.92 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 425 | SP | THEPROCTER&GAMBLE COMPANY | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 426 | SP | NEWMONTCORPCMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | NEM0.92 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 427 | SP | ABBLTDSPONSOREDADRCMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 428 | SP | NIKE CLASS B CMN CLASS B | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | NKE0.95 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 429 | SP | JOHNSONCONTROLSINTERNATIONAL CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | JCI0.92 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 430 | SP | VINCISAADRCMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 431 | SP | TRANE TECHNOLOGIES PUBLIC LIMI CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | TT0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 432 | SP | AXA UAP AMERICAN DEPOSITARY SHARES | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.90 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 433 | SP | INSULET CORPORATION CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | PODD0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 434 | SP | STERIS PUBLIC LIMITED COMPANY CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | STE0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 435 | SP | EXTRASPACESTORAGEINCCMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | EXR0.92 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 436 | SP | COMPASS GROUP PLC SPONSORED ADR CMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 437 | SP | AVALONBAY COMMUNITIES INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | AVB0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 438 | SP | AON PUBLIC LIMITED COMPANY CMN CLASS A | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | AON0.95 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 439 | SP | FRANKLINRESOURCESINCCMN OCR: amount unclear | — | S | 03/23/2026 | 04/02/2026 | — | 0.30 | BEN0.92 | SellSell | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 440 | SP | CENCORAINCCMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | COR0.92 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 441 | SP | DELL TECHNOLOGIES INC CMN CLASS | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | DELL0.95 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 442 | SP | TRUIST FINANCIALCORPORATION CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | TFC0.92 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 443 | SP | DECKERSOUTDOORSCORPCMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 444 | SP | POOL CORP CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | POOL0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 445 | SP | NETAPP INC CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | NTAP0.95 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 446 | SP | TRIMBLEINCCMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.87 | TRMB0.92 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 447 | SP | DEXCOM INC CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | DXCM0.95 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 448 | SP | DARDEN RESTAURANI'S INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.83 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 449 | SP | COINBASE GLOBAL, INC CMN CLASS A | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | COIN0.95 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 450 | SP | CAMDEN PROPERTY TRUST CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | CPT0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 451 | SP | ZOETIS INC CMN CLASS A | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | ZTS0.95 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 452 | SP | GE HEALTHCARE TECHNOLOGIES INC CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | GEHC0.95 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 453 | SP | DANAHER CORPORATION CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | DHR0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 454 | SP | AGILENT TECHNOLOGIES INC CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | A0.95 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 455 | SP | WILLIAMS SONOMA INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | WSM0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 456 | SP | EPAM SYSTEMS INC. CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | EPAM0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 457 | SP | BROWN & BROWN INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | BRO0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 458 | SP | SIEMENSAKTIENGESELLSCHAFT SPONSOREDADRCMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 459 | SP | ING GROEP N V SPONS ADR SPONSOREDADRCMN | — | S (partial) | 03/13/2026 | — | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 460 | SP | TOYOTA MOTOR CORPORATION SPON ADR | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.90 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 461 | SP | NOVARTIS AG ADR SPONSORED ADR CMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 462 | SP | LENNAR CORPORATION CMN CLASSA | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 463 | SP | SMURFITWESTROCKPUBLICLIMITE CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 464 | SP | SUPER MICRO COMPUTER INC. CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | SMCI0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 465 | SP | RESMED INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | RMD0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 466 | SP | INTUIT INC CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | INTU0.95 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 467 | SP | ZEBRATECHNOLOGIESINC CMN CLASS | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | ZBRA0.92 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 468 | SP | SUMITOMOMITSUIFINANCIALGRP SPONSOREDADRCMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 469 | SP | TAIWANSEMICONDUCTORMFGADS LTDADS1ADSEQUALSSORDS | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 470 | SP | SCHNEIDER ELECTRIC SE UNSPONSOREDADR(FRANCE) | — | S (partial) | 03/13/2026 | — | $1,001 - $15,000 | 0.91 | —0.81 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 471 | SP | 3IGROUPPLCUNSPONSOREDADR CMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 472 | SP | INDUSTRIADEDISENOTEXTILSADR CMN OCR: low text confidence | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 473 | SP | WELLS FARGO & COMPANY HYBRID PERPETUAL | — | P | 03/11/2026 | — | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Mar 11, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 474 | SP | ROGERSCOMMUNICATIONSIN HYBRIO07/31/2056 | — | P | 03/24/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Mar 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 475 | SP | COREBRIDGE FINANCIAL INC. HYBRID PERPETUAL | — | P | 03/27/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Mar 27, 2026 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 476 | SP | FIRST HORIZON CORPORATION PFD 6 7500 | — | P | 03/05/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Mar 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 477 | SP | EMERA US FINANCE LLC HYBRID 10/01/2056 | — | P | 03/17/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Mar 17, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 478 | DC | BANK OF MONTREAL LNKD TO VANECK GOLDMINERSETF OCR: type unclear | — | — | 03/16/2026 | 04/02/2026 | $100,001 - $250,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Mar 16, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 479 | DC | BARCLAYSBANKPLC LINKEDTOS&P SOOINDEX | — | S | 03/02/2026 | 04/02/2026 | $50,001 - $100,000 | 0.85 | —0.00 | SellSell | Dependent | Mar 2, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 480 | DC | BANKOFMONTREALLINKEDTOS&P 500 INDEX | — | P | 03/09/2026 | 04/02/2026 | $50,001 - $100,000 | 0.91 | —0.00 | BuyBuy | Dependent | Mar 9, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 481 | DC | NATIONAL BANK OF CANADA LINKED TOS&P5OOINDEX | — | P | 03/04/2026 | 04/02/2026 | $50,001 - $100,000 | 0.91 | —0.00 | BuyBuy | Dependent | Mar 4, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 482 | DC | BWXTECHNOLOGIESINCCMN | — | P | 03/19/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | BWXT0.92 | BuyBuy | Dependent | Mar 19, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 483 | DC | 0HIOSTGO50000%06/15/261D | — | P | 03/02/2026 | 04/02/2026 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Dependent | Mar 2, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 484 | DC | KLACORPCMN | — | P | 03/18/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | KLAC0.92 | BuyBuy | Dependent | Mar 18, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 485 | DC | CAPITAL ONE FINANCIAL CORPORAT HYBRID05/10/2033USD | — | P | 03/02/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Mar 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 486 | DC | INTUIT INC 5 2% 09/15/2033 USD | — | P | 03/02/2026 | — | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Mar 2, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 487 | DC | NEXTERAENERGY INC CMN | — | P | 03/19/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | NEE0.92 | BuyBuy | Dependent | Mar 19, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 488 | DC | MARVELLTECHNOLOGY INC CMN OCR: date uncertain | — | P | 03/01/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | MRVL0.92 | BuyBuy | Dependent | Mar 1, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 489 | DC | XCEL ENERGY INC CMN | — | P | 03/19/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | XEL0.95 | BuyBuy | Dependent | Mar 19, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 490 | DC | JM SMUCKER CO 2 125% 03/15/2032 USD | — | P | 03/02/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Mar 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 491 | DC | CONSTELLATIONENERGYCORPCMN | — | P | 03/19/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | CEG0.92 | BuyBuy | Dependent | Mar 19, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 492 | ? | COLLEGE STATION TEX DB 5% 02/15/27 FA OCR: owner unreadable | — | P | 03/27/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Mar 27, 2026 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 493 | DC | OHIOSTWTR DEV AUTH WTR REV5% 06/01/26JD | — | S | 03/23/2026 | 04/02/2026 | $50,001 - $100,000 | 0.94 | —0.00 | SellSell | Dependent | Mar 23, 2026 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 494 | DC | DELVALLETEX INDPTSCH DIST GO5% 06/15/26JD | — | S | 03/26/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | —0.00 | SellSell | Dependent | Mar 26, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 495 | DC | HONEYWELL INTL INC CMN | — | S | 03/19/2026 | 04/02/2026 | $15,001 - $50,000 | 0.91 | HON0.95 | SellSell | Dependent | Mar 19, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 496 | DC | OHIOWATERDEVELOPMENTAUTH REV50000%06/01/26JD | — | S | 03/26/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | —0.00 | SellSell | Dependent | Mar 26, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 497 | DC | COLUMBUS OH[O DB 5% 10/01/26 A0 | — | S (partial) | 03/26/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | —0.00 | PartialPartial sale | Dependent | Mar 26, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 498 | ? | IOHIOSTREV5%12/01/26JD OCR: owner unreadable | — | S (partial) | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Bond | Reviewnot modelled |
| 499 | DC | MISSISSIPPISTGO5%11/01/36MN | — | S | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.89 | —0.00 | SellSell | Dependent | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 500 | DC | OHIOSTATEUNIVERSITY(THE)REV 5 0000% 12/01/26JD | — | S (partial) | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.91 | —0.00 | PartialPartial sale | Dependent | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 501 | DC | 0HIOSTGO50000%06/15/26JD | — | S | 03/26/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | —0.00 | SellSell | Dependent | Mar 26, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 502 | DC | OHIOSTGO5%08/01/26FA | — | S (partial) | 03/26/2026 | 04/02/2026 | $15,001 - $50,000 | 0.91 | —0.00 | PartialPartial sale | Dependent | Mar 26, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 503 | DC | ORACLECORPORATION CMN | — | S | 03/18/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | ORCL0.92 | SellSell | Dependent | Mar 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 504 | DC | DUBLINOHIODB 5%12/01/26JD | — | S | 03/26/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Mar 26, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 505 | ? | OHIO STATE UNIVERSITY (THE) REV 5 0000% 12/01/26 JD OCR: owner unreadable | — | S (partial) | 03/26/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Mar 26, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 506 | DC | HONOLULU HAWAIl CITY & CNTY GO 5%07/01/26JI | — | S | 03/26/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Mar 26, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 507 | ? | OHIO ST GO 5% 09/15/26 MS OCR: owner unreadable | — | S (partial) | 03/26/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Mar 26, 2026 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 508 | DC | OHIOSTDEPTADMINISTRATIVECOPS 5 0000% 09/01/26 CAMS | — | S (partial) | 03/26/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Dependent | Mar 26, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 509 | ? | OHIOSTDEPTADMINISTRATIVECOPS 50000%09/01/26CAMS OCR: owner unreadable | — | S (partial) | 03/23/2026 | — | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 510 | DC | DATADOG INC.CMN CLASSA OCR: type unclear | — | — | 03/18/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Mar 18, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 511 | DC | NEW MEXICO FIN AUTH REV REV S% 06/01/26JD | — | P | 03/26/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Mar 26, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 512 | DC | MINNESOTA ST GO 5% 08/01/26FA | — | P | 03/26/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Mar 26, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 513 | ? | OHIOSTGO5%05/01/26MN OCR: owner unreadable | — | P | 03/26/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Mar 26, 2026 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 514 | SP | BOFAFIN LLCSER A MTNZEROCPN 000000%03/07/2028 | — | P | 03/02/2026 | 03/02/2026 | $500,001 - $1,000,000 | 0.97 | —0.00 | BuyBuy | Spouse | Mar 2, 2026 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 515 | SP | PUT (NVDA) NVIDIA CORPORATION SEP 18 26 $155 (100 5HS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.95 | NVDA0.98 | SellSell | Spouse | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 516 | SP | PUT (AVGO) BROADCOM INC COM SEP 18 26 $280 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | AVGO0.98 | SellSell | Spouse | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 517 | SP | PUT (AMD) ADVANCED MICRO SEP 18 26 $170 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.88 | AMD0.98 | SellSell | Spouse | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 518 | SP | PUT (MSFT) MICROSOFT CORP SEP 18 26 $340 (10D SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | MSFT0.98 | SellSell | Spouse | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 519 | SP | PUT (PLTR) PALANTIR SEP 18 26 $130 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | PLTR0.98 | SellSell | Spouse | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 520 | SP | [PUT (AVGO) BROADCOM INC COM MAR 19 27 $280 [100 5HS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | AVGO0.98 | SellSell | Spouse | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 521 | SP | PUT [MSFT) MICROSOFT CORP MAR 19 27 $340 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 522 | SP | PUT (NVDA) NVIDIA CORPORATION MAR 19 27 $155 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | NVDA0.98 | SellSell | Spouse | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 523 | SP | PUT (AMD) ADVANCEO MICRO MAR 19 27 $16S (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | AMD0.98 | SellSell | Spouse | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 524 | SP | PUT (PLTR) PALANTIR MAR19 27 $130 (100 SHS)- OCR: amount unclear | — | S | 03/16/2026 | 03/16/2026 | — | 0.30 | PLTR0.98 | SellSell | Spouse | Mar 16, 2026 | — | Option | Reviewnot modelled |
| 525 | SP | HOME DEPOT INC | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | HD0.95 | SellSell | Spouse | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 526 | SP | INFOSYSLTDSPONADR EACHREP1ORDSHS OCR: amount unclear | — | P | 03/20/2026 | 03/20/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Mar 20, 2026 | — | Unknown | Reviewnot modelled |
| 527 | SP | MASTERCARDINCORPORATED CLA | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | MA0.92 | SellSell | Spouse | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 528 | SP | NETFLIX INC | — | P | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | NFLX0.95 | BuyBuy | Spouse | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 529 | SP | PT BANK CENTRALASIA TBK UNSPONSORD ADR | — | P | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 530 | SP | PROCTERAND GAMBLE CO COM | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | PG0.92 | SellSell | Spouse | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 531 | SP | UNITEDHEALTH GROUP INC | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | UNH0.95 | SellSell | Spouse | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 532 | SP | PHIUP MORRIS INTERNATIONAL INC COM NPV | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Mar 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 533 | SP | SALESFORCE INC COM | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.92 | CRM0.95 | SellSell | Spouse | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 534 | DC | BOFA FIN LLC SER A MTN ZERO CPN 0 D0000% 03/07/2028 | — | P | 03/02/2026 | 03/02/2026 | $500,001 - $1,000,000 | 0.97 | —0.00 | BuyBuy | Dependent | Mar 2, 2026 | $500,001 - $1,000,000mid $750K | Bond | not modelled |
| 535 | DC | PUT (NVDA) NVIDIA CORPORATION SEP 18 26 $155 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | NVDA0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 536 | DC | PUT (AVGO) BROADCOM INC COM SEP 18 26 $280 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | AVGO0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 537 | DC | PUT (AMD) ADVANCED MICRO SEP 18 26 $170 [100 SHS | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | AMD0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 538 | DC | PUT (MSFT) MICROSOFT CORP SEP 18 26 $340 (100 5HS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.93 | MSFT0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 539 | DC | PUT (PLTR) PALANTIR SEP 18 26 S13D (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | PLTR0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 540 | DC | PUT (AVGO) BROADCOM INC COM MAR 19 27 $280 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | AVGO0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 541 | DC | PUT (MSFT) MICROSOFT CORP MAR 19 27 $340 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | MSFT0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 542 | DC | PUT (NVDA) NVIDIA CORPORATION MAR 19 27 $1S5 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | NVDA0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 543 | DC | PUT (AMD)ADVANCEDMICRO MAR1927 $165 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | AMD0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 544 | DC | PUT (PLTR) PALANTIR MAR1927$130 (100 SHS] | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.91 | PLTR0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 545 | DC | HOME DEPOT INC | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | HD0.95 | SellSell | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 546 | DC | INFOSYS LTD SPON ADR EACH REP 1 ORD SHS | — | P | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 547 | DC | MASTERCARDINCORPORATEDCLA | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | MA0.92 | SellSell | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 548 | DC | NETFIX INC | — | P | — | 03/20/2026 | $1,001 - $15,000 | 0.93 | —0.83 | BuyBuy | Dependent | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 549 | DC | PT BANK CENTRALASIA TBK UNSPONSORD ADR | — | P | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 550 | DC | PROCTERANDGAMBLECOCOM | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 551 | DC | UNITEDHEALTH GROUP INC | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | UNH0.95 | SellSell | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 552 | DC | PHILIP MORRIS INTERNATIONALINC COM | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | PM0.92 | SellSell | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 553 | DC | SALESFORCE INC COM | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.95 | CRM0.95 | SellSell | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 554 | DC | NVR INC COM USDO 01 | — | P | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 555 | DC | BOFA FIN LLC SER A MTN ZERO CPN 000000%03/07/2028 | — | P | 03/02/2026 | 03/02/2026 | $250,001 - $500,000 | 0.96 | —0.00 | BuyBuy | Dependent | Mar 2, 2026 | $250,001 - $500,000mid $375K | Bond | not modelled |
| 556 | DC | PUT (NVDA) NVIDIA CORPORATION SEP 18 26$155 (1005HS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.95 | NVDA0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 557 | DC | PUT (AVGO) BROADCOM INC COM SEP 18 26 $280 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | AVGO0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 558 | DC | PUT (AMD) ADVANCED MICRO SEP 18 26 $170 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | AMD0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 559 | DC | PUT [MSFT) MICROSOFT CORP SEP 18 26 $340 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 560 | DC | PUT(PLTR)PALANTIRSEP1826$130(100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | PLTR0.95 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 561 | DC | PUT (AVGO) BROADCOM INC COM MAR 19 27 $280 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.95 | AVGO0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 562 | DC | PUT (MSFT) MICROSOFT CORP MAR 19 27 $340 (100 5HS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | MSFT0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 563 | DC | PUT (NVDA) NVIDIA CORPORATION MAR 19 27 $155 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | NVDA0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 564 | DC | PUT (AMD) ADVANCED MICRO MAR 19 27 $165 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.95 | AMD0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 565 | DC | PUT (PLTR) PALANTIR MAR 19 27 $130 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | PLTR0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 566 | DC | HOME DEPOT INC | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.95 | HD0.95 | SellSell | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 567 | DC | INFOSYS LTDSPONADREACHREP1ORDSHS | — | P | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 568 | DC | MASTERCARD INCORPORATED CLA | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.95 | MA0.95 | SellSell | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 569 | DC | NETFLIX INC | — | P | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | NFLX0.95 | BuyBuy | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 570 | DC | PT BANK CENTAAL ASIA TBK UNSPONSORD ADR | — | P | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 571 | ? | PROCTERAND GAMBLE CO COM OCR: owner unreadable | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.60 | PG0.92 | SellSell | Unknown | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |