Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 11, 2026
- Filing year
- 2026
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 362
- 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
- 203
REVIEW OCR 30p, rotation [0]: 362 rows from 28 data pages, 1 pages unread, 1 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 · 362
Left: OCR reading of the scan · Right: normalized
| Read from the scan by OCR · check the document | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | DC | JPMORGAN CHASE & CO, LINKED TO BASKET OF INDICES | — | P | 04/21/2026 | 05/04/2026 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Dependent | Apr 21, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 2 | DC | AMAZON.COM INC CMN | — | P | 04/02/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | AMZN0.92 | BuyBuy | Dependent | Apr 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | DC | META PLATFORMS INC-CLASS A CMN CLASS A | — | P | 04/02/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | META0.92 | BuyBuy | Dependent | Apr 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | DC | MICROSOFT CORPORATION CMN | — | P | 04/02/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | MSFT0.95 | BuyBuy | Dependent | Apr 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | DC | ALPHABET INC. CMN CLASS C | — | S (partial) | 04/02/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | GOOG0.92 | PartialPartial sale | Dependent | Apr 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | DC | NASDAQ INC. CMN | — | S (partial) | 04/22/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | NDAQ0.95 | PartialPartial sale | Dependent | Apr 22, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | DC | LIONSGATE STUDIOS CORP CMN | — | S (partial) | 04/22/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | LION0.95 | PartialPartial sale | Dependent | Apr 22, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | DC | MICRON TECHNOLOGY,INC. CMN | — | S (partial) | 04/27/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | MU0.95 | PartialPartial sale | Dependent | Apr 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | P | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.93 | BRK-B0.92 | BuyBuy | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 10 | SP | THE HOME DEPOT, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.92 | HD0.95 | BuyBuy | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 11 | SP | CISCO SYSTEMS, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.93 | CSCO0.95 | BuyBuy | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 12 | SP | JOHNSON&JOHNSONCMN | — | P | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.92 | JNJ0.92 | BuyBuy | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 13 | SP | THERMO FISHER SCIENTIFIC INC CMN | — | P | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.93 | TMO0.95 | BuyBuy | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 14 | SP | STRYKER CORPORATION CMN | — | P | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.94 | SYK0.95 | BuyBuy | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 15 | SP | AUTOMATIC DATA PROCESSING INC CMN | — | P | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.94 | ADP0.95 | BuyBuy | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 16 | SP | CAPITAL ONE FINANCIAL CORP CMN | — | P | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.94 | COF0.95 | BuyBuy | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 17 | SP | MASTERCARDINCORPORATEDCMN CLASS A | — | P | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 18 | SP | INTUIT INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | INTU0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | SP | INTL BUSINESS MACHINES CORP CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | IBM0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | SP | HONEYWELLINTL INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 21 | SP | VERTEX PHARMACEUTICALS INCORPO CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | VRTX0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | SP | PALO ALTO NETWORKS INC.CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | PANW0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | SP | ARES MANAGEMENT CORPORATION CMN CLASS A | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 24 | SP | SERVICENOWINC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | NOW0.92 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | SP | TJX COMPANIES INC (NEW) CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | TJX0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | SP | NEXTERA ENERGY, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | NEE0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | SP | KKR & CO. INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | KKR0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | SP | ACCENTUREPLCCMN CLASSA | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 29 | SP | PFIZER INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | PFE0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | SP | CORPAY INC CMN OCR: amount unclear | — | P | 04/13/2026 | 05/04/2026 | — | 0.30 | CPAY0.95 | BuyBuy | Spouse | Apr 13, 2026 | — | Stock | Reviewnot modelled |
| 31 | SP | NASDAQ INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | NDAQ0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | SP | CHARLES SCHWAB CORPORATION CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | SCHW0.92 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | SP | IDEXXLABORATORIESCMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | IDXX0.92 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | SP | EMERSON ELECTRIC CO.CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | EMR0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | SP | COPART, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | CPRT0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | SP | ADOBE INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | ADBE0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | SP | CADENCE DESIGN SYSTEMS INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | CDNS0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | SP | SYNOPSYS, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | SNPS0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | SP | CHIPOTLE MEXICAN GRILL, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | CMG0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | SP | ECOLAB INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | ECL0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | SP | PAYCHEX, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | PAYX0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | SP | MARSH ORD CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 43 | SP | THE BANK OF NY MELLON CORP CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.81 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 44 | SP | SEAGATE TECHNOLOGY HOLDIN PLC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | STX0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | — | REGENERON PHARMACEUTICAL INC CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.88 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 46 | — | CARVANA CO. CMN CLASS A OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | CVNA0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 47 | — | ANALOG DEVICES, INC. CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | ADI0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 48 | — | WESTERN DIGITAL CORPORATION CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | WDC0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 49 | — | AUTOZONE, INC. CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | AZO0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 50 | — | FACTSET RESEARCHSYSTEMS INC CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | FDS0.92 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 51 | — | PNC FINANCIAL SERVICES GROUP, CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | PNC0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 52 | — | BROADRIDGE FINANCIAL SOLUTIONS IN CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | BR0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 53 | — | WALT DISNEY COMPANY (THE) CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | DIS0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 54 | — | AIR PRODUCTS & CHEMICALS INC CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | APD0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 55 | — | WORKDAY, INC. CMN CLASS A OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | WDAY0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 56 | — | THE PROGRESSIVE CORPORATION CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | PGR0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 57 | — | RAYMOND JAMES FINANCIAL, INC. CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | RJF0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 58 | — | INTERACTIVE BROKERS GROUP, INC CMN CLASS A OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | IBKR0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 59 | — | VULCAN MATERIALS CO CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | VMC0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 60 | — | W.W. GRAINGER INC CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | GWW0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 61 | — | DEXCOM, INC. CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | DXCM0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 62 | — | BALL CORPORATION CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | BALL0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 63 | SP | ROBINHOOD MARKETS, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | HOOD0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | SP | U.S. BANCORP CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | USB0.92 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | SP | O'REILLY AUTOMOTIVE, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | ORLY0.92 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | SP | CVS HEALTH CORP CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | CVS0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | SP | MSCI INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | MSCI0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | SP | DELL TECHNOLOGIES INC, CMN CLASS | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | DELL0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | SP | FORD MOTOR COMPANY CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | F0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | SP | HUNTINGTONBANCSHARESINCORPOR | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 71 | SP | AMERICAN TOWER CORPORATION CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | AMT0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | SP | GENERAL MOTORS COMPANY CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | GM0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 73 | SP | LENNAR CORPORATION CMN CLASS A | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 74 | SP | XYLEM INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | XYL0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | SP | GE HEALTHCARE TECHNOLOGIES INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | GEHC0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | SP | UNION PACIFIC CORP. JSE UNPI INT EQTY DN CASH BASE | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 77 | SP | SALESFORCE INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | CRM0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 78 | SP | VERISK ANALYTICS, INC. CMN | — | P | 04/13/2026 | — | $1,001 - $15,000 | 0.94 | VRSK0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | SP | INTERCONTINENTAL EXCHANGE INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | ICE0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 80 | SP | YUM BRANDS, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | YUM0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | SP | RESMED INC, CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | RMD0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 82 | SP | WELLSFARGO&COMPANYCMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | WFC0.92 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 83 | SP | APPLOVIN CORPORATION CMN CLASS | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | APP0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | SP | UNITED RENTALS, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | URI0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 85 | SP | BROADCOM INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | AVGO0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | SP | ORACLECORPORATION CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | ORCL0.92 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 87 | SP | FEDEXCORPORATIONCMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | FDX0.92 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 88 | SP | ALBERTSONS COMPANIES, JNC. CMN CLASS A | — | P | 04/27/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Apr 27, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 89 | SP | ROSS STORES,INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | ROST0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 90 | SP | LULULEMON ATHLETICA INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | LULU0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 91 | SP | TYLER TECHNOLOGIES, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | TYL0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 92 | SP | POOL CORP CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | POOL0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 93 | SP | NCRVOYIXCORPCMNCLASSA | — | P | 04/21/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | VYX0.92 | BuyBuy | Spouse | Apr 21, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | SP | WATERS CORPORATION COMMON STOCK | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | WAT0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 95 | SP | VISTRA CORP EMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 96 | SP | ELEVANCEHEALTHINCCMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | ELV0.92 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 97 | SP | PEPSICO, INC, CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | PEP0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 98 | SP | DOORDASHINCCMNCLASSA | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | DASH0.92 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 100 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 101 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 102 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 103 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 104 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 105 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 106 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 107 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 108 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 109 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 110 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | — | Unknown | Reviewnot modelled |
| 111 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 112 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 113 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 114 | SP | DANAHER CORPORATION CMN | — | P | — | 05/04/2026 | $1,001 - $15,000 | 0.85 | DHR0.95 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 115 | SP | CONSTELLATION ENERGY CORP CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | CEG0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 116 | SP | CARRIER GLOBAL CORPORATION CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | CARR0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 117 | SP | NVIDIA CORPORATION CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | NVDA0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 118 | SP | MODERNA, INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | MRNA0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 119 | SP | STANLEY BLACK & DECKER, INC, CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | SWK0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 120 | SP | INTL.FLAVORS & FRAGRANCE CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 121 | SP | UNITED AIRLINES HOLDINGS INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | UAL0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 122 | SP | COOPER COS INC/THE CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | COO0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 123 | SP | ON SEMICONDUCTOR CORPORATION, CMN OCR: date uncertain | — | P | 04/01/2026 | 05/04/2026 | $1,001 - $15,000 | 0.60 | ON0.95 | BuyBuy | Spouse | Apr 1, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 124 | SP | STATE STREET CORPORATION (NEW) CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | STT0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 125 | SP | FRANKLIN RESOURCES INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | BEN0.92 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 126 | SP | REVVITY INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | RVTY0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 127 | SP | JNVESCOLTD,CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 128 | SP | MOSAIC COMPANY (THE) CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | MOS0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 129 | SP | SOUTHWEST AIRLINES CO CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | LUV0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 130 | SP | HP INC. CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | HPQ0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 131 | SP | LINDE PLC CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | LIN0.95 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 132 | SP | FASTENALCOMPANY CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | FAST0.92 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 133 | SP | ALBERTSONS COMPANIES, INC. CMN CLASS A OCR: type unclear | — | — | 04/28/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | ACI0.95 | UnknownUnknown | Spouse | Apr 28, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 134 | SP | EPAM SYSTEMS, INC. CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | EPAM0.95 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 135 | SP | CITIGROUP INC. CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | C0.95 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 136 | SP | PHILIP MORRIS INTLINC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 137 | SP | ALBERTSONS COMPANIES,INC.CMN CLASS A OCR: type unclear | — | — | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | ACI0.95 | UnknownUnknown | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 138 | SP | WARNER BROSDISCOVERYINC CMN CLASS A OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 139 | SP | MOTOROLA SOLUTIONS INC CMN | — | P | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | MSI0.95 | BuyBuy | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 140 | SP | ALBERTSONS COMPANIES, INC. CMN CLASS A OCR: type unclear | — | — | 04/23/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | ACI0.95 | UnknownUnknown | Spouse | Apr 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 141 | SP | AMERICAN EXPRESS CO, CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | AXP0.95 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 142 | SP | GENIUSSPORTSLTDCMN OCR: type unclear | — | — | 04/14/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Apr 14, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 143 | SP | ALBERTSONS COMPANIES, INC, CMN CLaSS A OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | ACI0.95 | UnknownUnknown | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 144 | SP | GENIUS SPORTS LTD CMN OCR: type unclear | — | — | 04/02/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | GENI0.95 | UnknownUnknown | Spouse | Apr 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 145 | SP | MICROSOFTCORPORATIONCMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.30 | MSFT0.92 | UnknownUnknown | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 146 | SP | GILEAD SCIENCES CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.30 | GILD0.95 | UnknownUnknown | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 147 | SP | MORGAN STANLEY CMN OCR: type unclear | — | — | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.30 | MS0.95 | UnknownUnknown | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 148 | SP | LIONSGATE STUDIOS CORP CMN OCR: type unclear | — | — | 04/20/2026 | 05/04/2026 | $15,001 - $50,000 | 0.30 | LION0.95 | UnknownUnknown | Spouse | Apr 20, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 149 | SP | PALANTIR TECHNOLOGIES INC, CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.95 | PLTR0.95 | PartialPartial sale | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 150 | SP | TEXAS INSTRUMENTS INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | TXN0.95 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 151 | SP | REPUBLICSERVICESINCCMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | RSG0.92 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 152 | SP | VISA INC. CMN CLASS A | — | S (partial) | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.95 | V0.95 | PartialPartial sale | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 153 | SP | APPLE INC. CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.95 | AAPL0.95 | PartialPartial sale | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 154 | SP | SHERWIN-WILLIAMS CO CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | SHW0.95 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 155 | SP | OTIS WORLDWIDE CORPORATION CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | OTIS0.95 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 156 | SP | BECTON, DICKINSON AND COMPANY CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | BDX0.95 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 157 | SP | AMERIPRISE FINANCIAL, INC. CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | AMP0.95 | PartialPartial sale | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 158 | SP | MC DONALDS CORP CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.95 | MCD0.92 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 159 | SP | LOWES COMPANIES INC CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | LOW0.95 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 160 | SP | BLACKSTONE GROUP INC/THE CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | BX0.95 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 161 | SP | ABBVIE INC. CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | ABBV0.95 | PartialPartial sale | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 162 | SP | COGNIZANT TECHNOLOGY SOLUTIONS CORPCLASSA | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.95 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 163 | SP | D.R. HORTON, INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.95 | DHI0.92 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 164 | SP | CIGNA GROUP/THE CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.95 | CI0.95 | PartialPartial sale | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 165 | SP | CENCORA INC CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.96 | COR0.95 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 166 | SP | INTUITIVE SURGICAL, INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.95 | ISRG0.95 | SellSell | Spouse | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 167 | — | BLACKROCK FUNDING, INC. CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $15,001 - $50,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 168 | — | GARTNER, INC. CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | IT0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 169 | — | ELI LILLY & CO CMN OCR: type unclear, layout unrecognised, date uncertain | — | — | 04/01/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | LLY0.95 | UnknownUnknown | Self | Apr 1, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 170 | — | PPG INDUSTRIES, INC, CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | PPG0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 171 | — | MOODY'S CORPORATION CMN OCR: type unclear, layout unrecognised, low text confidence | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | MCO0.92 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 172 | — | QUALCOMM INC CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | QCOM0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 173 | — | ABBOTT LABORATORIES CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | ABT0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 174 | — | TRUIST FINANCIAL CORPORATION CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | TFC0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 175 | — | UDR INC CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | UDR0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 176 | — | NASDAQ INC. CMN OCR: type unclear, layout unrecognised | — | — | 04/22/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | NDAQ0.95 | UnknownUnknown | Self | Apr 22, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 177 | — | BIO-TECHNE CORPORATION CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | — | $1,001 - $15,000 | 0.30 | TECH0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 178 | — | TESLA, INC, CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | TSLA0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 179 | — | APOLLO GLOBAL MANAGEMENT INC CMN CLASS A OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 180 | — | AMCOR PLC CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | AMCR0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 181 | — | AVERY DENNISON CORPORATION CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | AVY0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 182 | — | BOSTON SCIENTIFIC CORP. COMMON STOCK OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | BSX0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 183 | — | BROWN & BROWN, INC. CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | BRO0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 184 | — | CRH PUBLIC LIMITED COMPANY CMN OCR: type unclear, layout unrecognised | — | — | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | CRH0.95 | UnknownUnknown | Self | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 185 | SP | THE PROCTER & GAMBLE COMPANY CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | PG0.95 | PartialPartial sale | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 186 | SP | NIKE CLASS-B CMN CLASS B | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | NKE0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 187 | SP | S&P GLOBAL INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | SPGI0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 188 | SP | EXPEDIA GROUP INC CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | EXPE0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 189 | SP | BAXTER INTERNATIONAL INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | BAX0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 190 | SP | EQUIFAX 1NC. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 191 | SP | GENUINE PARTS CO. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | GPC0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 192 | SP | FISERV, INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | FISV0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 193 | SP | BANKOFAMERICACORPCMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | BAC0.92 | PartialPartial sale | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 194 | SP | ULTA BEAUTY INC CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | ULTA0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 195 | SP | BIOGEN INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | BIIB0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 196 | SP | AIRBNB, INC. CMN CLASS A | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | ABNB0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 197 | SP | IQVIA HOLDINGS INC CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | IQV0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 198 | SP | LIONSGATE STUDIOS CORP CMN | — | S (partial) | 04/22/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | LION0.95 | PartialPartial sale | Spouse | Apr 22, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 199 | SP | TRACTOR SUPPLY COMPANY CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | TSCO0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 200 | SP | AUTODESK, INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | ADSK0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 201 | SP | UBER TECHNOLOGIES, INC. CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | UBER0.95 | PartialPartial sale | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 202 | SP | DARDEN RESTAURANTS, INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.95 | DRI0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 203 | SP | DATADOG, INC. CMN CLASS A | — | S (partial) | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | DDOG0.95 | PartialPartial sale | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 204 | SP | ROLUNS 1NC.REGOFFSCTASK0796638 | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 205 | SP | BOOKING HOLDINGS INC. CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | BKNG0.95 | PartialPartial sale | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 206 | SP | MICRON TECHNOLOGY, INC, CMN | — | S (partial) | 04/27/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | MU0.95 | PartialPartial sale | Spouse | Apr 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 207 | SP | NASDAQ INC. CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | NDAQ0.95 | PartialPartial sale | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 208 | SP | BLOCK, INC. CMN CLASS A | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 209 | SP | COSTAR GROUP, INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.92 | CSGP0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 210 | SP | CROWDSTRIKE HOLDINGS, INC. CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | CRWD0.95 | PartialPartial sale | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 211 | SP | PACKAGING CORP OF AMERICA COMMON STOCK | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | PKG0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 212 | SP | 3M COMPANY CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | MMM0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 213 | SP | SYNCHRONY FINANCIAL CMN | — | S (partial) | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | SYF0.95 | PartialPartial sale | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 214 | SP | INTERNATIONAL PAPER CO. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | IP0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 215 | SP | UNIVERSAL HEALTH SVC CL B CMN CLASS B | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 216 | SP | MCCORMICK & CO NON VTG SHRS CMN CLASS N | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 217 | SP | COINBASE GLOBAL, INC. CMN CLASS A | — | S (partial) | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | COIN0.95 | PartialPartial sale | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 218 | SP | SUPER MICRO COMPUTER, INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.93 | SMCI0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 219 | SP | C.H. ROBINSON WORLDWIDE, INC. CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | CHRW0.92 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 220 | SP | LIONSGATE STUDIOS CORP CMN | — | S (partial) | 04/21/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | LION0.95 | PartialPartial sale | Spouse | Apr 21, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 221 | SP | TRADE DESK, INC. (THE) CMN | — | S | 04/13/2026 | 05/04/2026 | $1,001 - $15,000 | 0.94 | TTD0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 222 | SP | BERKSHIRE HATHAWAY INC. CLASS B OCR: type unclear | — | — | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.30 | BRK-B0.92 | UnknownUnknown | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 223 | SP | MASTERCARD INCORPORATED CMN CLASS A | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.88 | MA0.95 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 224 | SP | VISA INC. CMN CLASS A | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.89 | V0.95 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 225 | SP | INTL BUSINESS MACHINES CORP CMN | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.89 | IBM0.95 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 226 | SP | INTEL CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.89 | INTC0.95 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 227 | SP | BANK OF AMERICA CORP CMN | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.90 | BAC0.95 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 228 | SP | EMERSONELECTRICCO.CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 229 | SP | ORACLE CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | ORCL0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 230 | SP | BOSTON SCIENTIFIC CORP. COMMON STOCK | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | BSX0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 231 | SP | CARRIER GLOBAL CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | CARR0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 232 | SP | PHILIP MORRIS INTL INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | PM0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 233 | SP | STRYKER CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | SYK0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 234 | SP | LOWES COMPANIES INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | LOW0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 235 | SP | METLIFE, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | MET0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 236 | SP | ADVANCEDMICRO DEVICES,INC.CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | AMD0.92 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 237 | SP | TRUIST FINANCIAL CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | TFC0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 238 | SP | AT&T INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | T0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 239 | SP | ARISTA NETWORKS, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | ANET0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 240 | SP | MOODY'SCORPORATIONCMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | MCO0.92 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 241 | SP | CROWDSTRIKE HOLDINGS, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | CRWD0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 242 | SP | KKR & CO. INC, CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | KKR0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 243 | SP | ILLINOIS TOOL WORKS CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | ITW0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 244 | SP | LENNOXINTERNATIONALINCCMN OCR: type unclear | — | — | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.30 | LII0.92 | UnknownUnknown | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 245 | SP | DANAHERCORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | DHR0.92 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 246 | SP | CINTAS CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | CTAS0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 247 | SP | ROBINHOODMARKETS,INC.CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | HOOD0.92 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 248 | SP | CDW CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | CDW0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 249 | SP | SHERWIN-WILLIAMS CO CMN | — | P | 04/24/2026 | — | $1,001 - $15,000 | 0.88 | SHW0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 250 | SP | FISERV, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | FISV0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 251 | SP | VERTIV HOLDINGS LLC CMN CLASSA | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 252 | SP | FIFTH THIRD BANCORP CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | FITB0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 253 | SP | VERTEX PHARMACEUTICALS INCORPO CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | VRTX0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 254 | SP | CHIPOTLEMEXICAN GRILL,INC.CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | CMG0.92 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 255 | SP | ZOETIS INC. CMN CLASS A | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | ZTS0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 256 | SP | BUILDERS FIRSTSOURCE, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | BLDR0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 257 | SP | OTISWORLDWIDECORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | OTIS0.92 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 258 | SP | MARTIN MARIETTA MATERIALS,INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | MLM0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 259 | SP | AMERIPRISE FINANCIAL, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | AMP0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 260 | SP | ADOBE INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | ADBE0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 261 | SP | CHARTER COMMUNICATIONS, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | CHTR0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 262 | SP | WELLS FARGO&COMPANY CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | WFC0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 263 | SP | FAIR ISAAC INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | FICO0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 264 | SP | SANDISK LLC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | SNDK0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 265 | SP | S&P GLOBAL INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | SPGI0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 266 | SP | CARVANA CO.CMN CLASSA | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 267 | SP | ROCKWELL AUTOMATION INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | ROK0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 268 | SP | MORGAN STANLEY CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | MS0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 269 | SP | INSULET CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | PODD0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 270 | SP | QUALCOMM INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | QCOM0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 271 | SP | THE HOME DEPOT, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | HD0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 272 | SP | LULULEMON ATHLETICA INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | LULU0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 273 | SP | CRH PUBLIC EIMITED COMPANY CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 274 | SP | AMETEK INC (NEW) CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | AME0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 275 | SP | EQUIFAX INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | EFX0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 276 | SP | STANLEY BLACK & DECKER, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | SWK0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 277 | SP | ZEBRA TECHNOLOGIES INC CMN CLASS | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | ZBRA0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 278 | SP | INGERSOLL RAND INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | IR0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 279 | SP | GODADDY INC. CMN CLASS A | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | GDDY0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 280 | SP | MASCO CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | MAS0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 281 | SP | AVERY DENNISON CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | AVY0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 282 | SP | ALEXANDRIA REAL ESTATE EQUITIES, Inc. | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | ARE0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 283 | SP | BROWN & BROWN, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | BRO0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 284 | SP | LENNAR CORPORATION CMN CLASS A | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 285 | SP | RESMED INC.CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | RMD0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 286 | SP | O'REILLY AUTOMOTIVE, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | ORLY0.92 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 287 | SP | DECKERS OUTDOORS CORP CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.87 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 288 | SP | KEYCORP CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | KEY0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 289 | SP | A.O. SMITH CORP (DEL) CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | AOS0.92 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 290 | SP | PACCAR INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | PCAR0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 291 | SP | WATERS CORPORATION COMMON STOCK | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | WAT0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 292 | SP | TRACTOR SUPPEY COMPANY CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.84 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 293 | SP | WALT DISNEY COMPANY (THE) CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | DIS0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 294 | SP | XYLEM INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | XYL0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 295 | SP | VULCAN MATERIALSCO CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.85 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 296 | SP | CALL/TTE FLEX EURO PM @ 83 EXP 04/10/2026 | — | P | 04/10/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Apr 10, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 297 | SP | PUT/XSP @ 645 EXP 04/10/2026 | — | P | 04/07/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Spouse | Apr 7, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 298 | SP | CALL/SHEL FLEX EURO PM 78 EXP 04/10/2026 | — | P | 04/10/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Apr 10, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 299 | SP | CALL/SHEL FLEX EURO PM 85 EXP 04/10/2026 | — | P | 04/10/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Spouse | Apr 10, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 300 | SP | PUT/XSP @ 595 EXP 07/17/2026 | — | S | 04/07/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Apr 7, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 301 | SP | PUT/XSP @ 675 EXP 06/30/2026 | — | S | 04/20/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.00 | SellSell | Spouse | Apr 20, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 302 | SP | PUT/XSP @ 670 EXP 07/17/2026 | — | S | 04/27/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Spouse | Apr 27, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 303 | SP | PUT/XSP @ 665 EXP 06/05/2026 | — | S | 04/15/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Spouse | Apr 15, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 304 | SP | BLACKROCK FUNDING, INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.91 | —0.90 | SellSell | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 305 | SP | AMGEN INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.90 | AMGN0.95 | SellSell | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 306 | SP | SERVICENOW INC CMN | — | S | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.90 | NOW0.95 | SellSell | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 307 | SP | EATON CORP PLC CMN | — | S | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.89 | ETN0.95 | SellSell | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 308 | SP | WESTINGHOUSE AIR BRAKETECHNOL CMN | — | S | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.90 | —0.82 | SellSell | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 309 | SP | PNC FINANCIAL SERVICES GROUP, CMN | — | S | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.89 | PNC0.95 | SellSell | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 310 | SP | T-MOBILE US, INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.90 | TMUS0.95 | SellSell | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 311 | SP | KIMBERLY-CLARK CORPORATION CMN | — | S | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.90 | KMB0.95 | SellSell | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 312 | SP | 3M COMPANY CMN | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.90 | MMM0.95 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 313 | SP | NASDAQ INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.89 | NDAQ0.95 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 314 | SP | AUTOMATIC DATA PROCESSING INC CMN | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.90 | ADP0.95 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 315 | SP | PRINCIPALFINANCIAL GROUP, INC CMN | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.85 | PFG0.92 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 316 | SP | THE PROGRESSIVE CORPORATION CMN | — | P | 04/24/2026 | 05/04/2026 | $15,001 - $50,000 | 0.89 | PGR0.95 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 317 | SP | FREEPORT-MCMORAN INC CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | FCX0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 318 | SP | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | CTSH0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 319 | SP | PAYCHEX, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | PAYX0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 320 | SP | CITIZENS FINANCIAL GROUP, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | CFG0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 321 | SP | CIGNA GROUP/THE CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | CI0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 322 | SP | THERMOFISHER SCIENTIFICINCCMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | TMO0.92 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 323 | SP | GARTNER, INC. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | IT0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 324 | SP | INTERNATIONAL PAPER CO. CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.85 | IP0.95 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 325 | SP | ARES·MANAGEMENT CORPORATION CMN CLASS A | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 326 | SP | U.S. BANCORP CMN | — | P | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | USB0.92 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 327 | SP | NIKE CLASS-B CMN CLASS B | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.85 | NKE0.95 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 328 | SP | COSTAR GROUP, INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | CSGP0.95 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 329 | SP | AUTODESK, INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | ADSK0.95 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 330 | SP | FORDMOTOR COMPANY CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | F0.92 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 331 | SP | AON PUBLIC LIMITED COMPANY CMN CLASS A | — | S (partial) | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | AON0.95 | PartialPartial sale | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 332 | SP | BROADRIDGE FINANCIAL SOLUTIONS IN CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | BR0.95 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 333 | SP | HUNTINGTON BANCSHARES INCORPOR CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | HBAN0.95 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 334 | SP | GLOBALPAYMENTSINC.CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | GPN0.92 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 335 | SP | MC DONALDS CORP CMN | — | S (partial) | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | MCD0.92 | PartialPartial sale | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 336 | SP | MARSH ORD CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | —0.00 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 337 | SP | BAXTER INTERNATIONAL INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | BAX0.95 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 338 | SP | AMCOR PLC CMN | — | S (partial) | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.87 | AMCR0.95 | PartialPartial sale | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 339 | SP | EDWARDSLIFESCIENCESCORPORATI CMN OCR: low text confidence | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 340 | SP | VERISK ANALYTICS, INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | VRSK0.95 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 341 | SP | INTUITIVE SURGICAL, INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | ISRG0.95 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 342 | SP | WORKDAY,INC. CMN CLASS A | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | WDAY0.95 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 343 | SP | KLA CORP CMN | — | S (partial) | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | KLAC0.95 | PartialPartial sale | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 344 | SP | DOMINO'S PIZZA, INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | DPZ0.92 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 345 | SP | AMERICANTOWERCORPORATION CMN | — | S (partial) | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | AMT0.92 | PartialPartial sale | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 346 | SP | TYLER TECHNOLOGIES, INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | TYL0.95 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 347 | SP | PRUDENTIAL FINANCIAL INC CMN | — | S (partial) | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | PRU0.95 | PartialPartial sale | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 348 | SP | BECTON, DICKINSON AND COMPANY CMN | — | S (partial) | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | BDX0.95 | PartialPartial sale | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 349 | SP | HORMELFOODSCORPORATIONCMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | HRL0.92 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 350 | SP | TRADE DESK, INC. (THE) CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | TTD0.95 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 351 | SP | DEXCOM, INC. CMN | — | S | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | DXCM0.95 | SellSell | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 352 | SP | KONINKLIUKE AHOLD N.V. SPONSORED ADR CMN | — | S (partial) | 04/10/2026 | 05/04/2026 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Apr 10, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 353 | SP | DELL TECHNOLOGIES INC. CMN CLASS | — | S (partial) | 04/24/2026 | 05/04/2026 | $1,001 - $15,000 | 0.90 | DELL0.95 | PartialPartial sale | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 354 | SP | U.S.TREASURY BILLDUE 07/14/2026 | — | P | 04/29/2026 | 05/04/2026 | $15,001 - $50,000 | 0.86 | —0.00 | BuyBuy | Spouse | Apr 29, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 355 | SP | WELLS FARGO & COMPANY HYBRID PERPETUAL | — | P | 04/15/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Apr 15, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 356 | SP | EMERA US FINANCE LLC HYBRID 10/01/2056 | — | P | 04/15/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Spouse | Apr 15, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 357 | DC | MC KINNEY TEX GO 5% 08/15/26 FA | — | P | 04/02/2026 | 05/04/2026 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Dependent | Apr 2, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 358 | DC | DELL TECHNOLOGIES INC. CMN CLASS | — | P | 04/15/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | DELL0.95 | BuyBuy | Dependent | Apr 15, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 359 | DC | MARVELL TECHNOLOGY, INC. CMN | — | S (partial) | 04/15/2026 | 05/04/2026 | $1,001 - $15,000 | 0.89 | MRVL0.95 | PartialPartial sale | Dependent | Apr 15, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 360 | DC | CLOUDFLARE,INC.CMN CLASSA | — | S (partial) | 04/15/2026 | 05/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | PartialPartial sale | Dependent | Apr 15, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 361 | DC | GS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO CLASSP | — | P | 04/10/2026 | 05/04/2026 | $50,001 - $100,000 | 0.91 | —0.00 | BuyBuy | Dependent | Apr 10, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 362 | DC | GS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIOCLASSP | — | P | 04/10/2026 | 05/04/2026 | $50,001 - $100,000 | 0.89 | —0.00 | BuyBuy | Dependent | Apr 10, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |