Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jul 6, 2026
- Filing year
- 2026
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 467
- Parser version
- ocr_grid_v2
- First seen
- Sep 8, 2026 17:12 UTC (initial backfill, not when it was published)
- Fetched
- Sep 8, 2026
- Parsed
- Oct 29, 2026
- Internal id
- 205
REVIEW OCR 32p, rotation [0]: 467 rows from 31 data pages, 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 · 467
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 | BANK OF MONTREAL LINKED TO BASKET OF INOICES | — | P | 06/24/2026 | 07/01/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jun 24, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 2 | DC | BROADCOMINC.CMN | — | P | 06/05/2026 | 07/01/2026 | $15,001 - $50,000 | 0.94 | AVGO0.92 | BuyBuy | Dependent | Jun 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 3 | DC | MARTINMARIETTAMATERIALS,INC CMN | — | P | 06/05/2026 | 07/01/2026 | $15,001 - $50,000 | 0.91 | MLM0.92 | BuyBuy | Dependent | Jun 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 4 | DC | MARVELL TECHNOLOGY, INC. CMN | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | MRVL0.95 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | DC | MICROSOFTCORPORATIONCMN | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.88 | MSFT0.92 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | DC | NVIDIACORPORATIONCMN | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | NVDA0.92 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | DC | SYNCHRONY FINANCIAL HYBRID PERPETUAL | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 8 | DC | LINCOLNNATIONALCORPORATION HYBRID07/15/2056 | — | P | 06/24/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Jun 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 9 | DC | UNITEO RENTALS, INC, CMN | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.84 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 10 | DC | EATONCORPPLCCMN | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 11 | DC | AMERICANTOWERCORPORATION CMN | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | AMT0.92 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | DC | T-MOBILE US, INC. CMN | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | TMUS0.95 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | DC | JPMORGAN CHASE & CO.HYBRID PERPETUAL | — | P | 06/01/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Jun 1, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 14 | DC | STARBUCKS CORP.CMN OCR: type unclear | — | — | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.30 | SBUX0.95 | UnknownUnknown | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | DC | WALMARTINCCMN | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | WMT0.92 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | DC | CALL/MSFLEXEUROPM@187.5EXP 06/05/2026 | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 17 | DC | CALL/AAPL FLEX EURO PM 285 EXP 06/05/2026 | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 18 | DC | CALL/ODFLFLEX EURO PM 235 EXP 06/05/2026 | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 19 | DC | CALL/NVDA FLEX EURO PM 205 EXP 06/05/2026 | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 20 | DC | CALL/AMZN FLEX EURO PM 245 EXP 06/05/2026 | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 21 | DC | AIR'PRODUCTS & CHEMICALS INC CMN OCR: date uncertain | — | S | 05/05/2026 | 07/01/2026 | $15,001 - $50,000 | 0.60 | APD0.92 | SellSell | Dependent | May 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 22 | DC | COCA-COLA EUROPEAN PARTNERS PL CMN | — | S | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 23 | DC | ROCKWELL AUTOMATION INC CMN | — | S (partial) | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.82 | ROK0.95 | PartialPartial sale | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | DC | JPMORGAN CHASE &CO CMN | — | S (partial) | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | JPM0.95 | PartialPartial sale | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | DC | ApplE Inc. cmN | — | S (partial) | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.85 | AAPL0.95 | PartialPartial sale | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | DC | AMAZON.COM INC CMN | — | S (partial) | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.88 | AMZN0.92 | PartialPartial sale | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | DC | UBER TECHNOLOGIES, INC. CMN | — | P | 06/15/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | UBER0.95 | BuyBuy | Dependent | Jun 15, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | DC | COOPERCOSINC/THECMN | — | P | 06/22/2026 | — | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 22, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 29 | DC | GE HEALTHCARE TECHNOLOGIES INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | GEHC0.95 | BuyBuy | Dependent | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | DC | OWENS CORNING CMN | — | S | 06/24/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | OC0.95 | SellSell | Dependent | Jun 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | DC | PENN ENTERTAINMENTINCCMN | — | S (partial) | 06/22/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | PENN0.92 | PartialPartial sale | Dependent | Jun 22, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | DC | THEHOMEDEPOT,INC.CMN | — | P | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 33 | DC | MCDONALDSCORPCMN | — | P | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.94 | MCD0.92 | BuyBuy | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 34 | DC | AT&TINC.CMN | — | P | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | T0.92 | BuyBuy | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 35 | DC | PNC FINANCIALSERVICES GROUP, CMN | — | P | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | PNC0.92 | BuyBuy | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 36 | DC | DANAHERCORPORATIONCMN | — | P | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | DHR0.92 | BuyBuy | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 37 | DC | CITIGROUP INC, CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | C0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | DC | AMERICAN INTL GROUP, INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | AIG0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | DC | THE TRAVELERS COMPANIES, INC CMN | — | P | 05/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | TRV0.95 | BuyBuy | Dependent | May 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | DC | CINTAS CORPORATION CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | CTAS0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | DC | LOEWSCORPORATIONCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | L0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | DC | ARTHURJGALLAGHER&COCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 43 | DC | MARSH ORD CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.82 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 44 | DC | REPUBLICSERVICESINCCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | RSG0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | DC | MICROSOFT CORPORATION CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | MSFT0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | DC | KIMBERLY-CLARK CORPORATION CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | KMB0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | DC | PHILIP MORRIS INTLINC CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 48 | DC | T-MOBILEUS,INC.CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | TMUS0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | DC | CHUBB LIMITED CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | CB0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | DC | AVALONBAY COMMUNITIES INC CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.86 | AVB0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | DC | META PLATFORMS INC-CLASS A CMN CLASS A | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | META0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | DC | SYSCOCORPORATION CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | SYY0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | DC | COLGATE-PALMOLIVECOCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 54 | DC | SHERWIN-WILLIAMS CO CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | SHW0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | DC | CHARLESSCHWABCORPORATION CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | SCHW0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | ? | U.S. BANCORP CMN OCR: owner unreadable | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | USB0.92 | BuyBuy | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 57 | DC | ABBOTTLABORATORIESCMN | — | P | 05/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | ABT0.92 | BuyBuy | Dependent | May 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | DC | UBER TECHNOLOGIES, INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | UBER0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | DC | KROGERCOMPANYCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | KR0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | DC | BOSTONSCIENTIFICCORP.COMMON STOCK | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | BSX0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | ? | W.R.BERXLEY CORPORATION CMN OCR: owner unreadable | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 62 | DC | OTIS WORLDWIDE CORPORATION CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | OTIS0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | DC | ADOBEINCCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | ADBE0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | DC | XYLEM INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | XYL0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | DC | SERVICENOWINCCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | NOW0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | DC | ELI LILLY & CO CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | LLY0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | DC | VISA INC. CMN CUASS A | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 68 | DC | MASTERCARDINCORPORATEDCMN CLASS A | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 69 | DC | UNITED RENTALS,NC.CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 70 | DC | SYNOPSYS, INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.87 | SNPS0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | DC | AMGENINC.CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | AMGN0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | DC | EVERESTGROUPLTD CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 73 | DC | FREEPORT-MCMORAN INC CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | FCX0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 74 | DC | AMERICANTOWERCORPORATION CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | AMT0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | DC | METLIFE,INC, CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | MET0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | DC | VEEVASYSTEMSINCCMNCLASSA | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | VEEV0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 77 | DC | PACCARINCCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | PCAR0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 78 | DC | MID-AMERICAAPT CMNTYS INC CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 79 | DC | CVS HEALTH CORP CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | CVS0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 80 | DC | CLOROX CO (THE) (DELAWARE) CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | CLX0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | DC | DOLLAR TREE STORES, INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 82 | DC | MONSTERBEVERAGECORPORATION CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | MNST0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 83 | DC | REGIONS FINANCIAL CORPORATION CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | RF0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | DC | CHURCH & DWIGHT CO., INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | CHD0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 85 | DC | DOLLARGENERALCORPORATION CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | DG0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | DC | VERTEXPHARMACEUTICALSINCORPO CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 87 | DC | EXTRA SPACE STORAGEINC.CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | EXR0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 88 | DC | CAMDENPROPERTYTRUSTCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | CPT0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 89 | DC | A.O. SMITH CORP (DEL) CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | AOS0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 90 | DC | VUICANMATERIAISCOCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 91 | DC | JOHNSON CONTROLSINTERNATIONAL CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | JCI0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 92 | ? | CHARTER COMMUNICATIONS, INC. CMN OCR: owner unreadable | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | CHTR0.95 | BuyBuy | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 93 | DC | INVITATION HOMES INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | INVH0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | DC | MCCORMICK & CO NON VTG SHRS CMN CLASS N | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 95 | DC | GENERAL MILLS INC CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.82 | GIS0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 96 | DC | COGNIZANT TECHNOLOGY SOLUTIQNS CORP CLASS A | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 97 | DC | MOTOROLA SOLUTIONS INC CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | MSI0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 98 | DC | ROLLINSINC.REGOFFSCTASK0796638 | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 99 | DC | CADENCE DESIGN SYSTEMS INCCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | CDNS0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 100 | DC | AGILENTTECHNOLOGIES,INC.CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | A0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 101 | DC | AMCORPLCCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 102 | DC | CENCORAINCCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | COR0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 103 | DC | INTUITIVE SURGICAL, INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | ISRG0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 104 | DC | COPART, INC, CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.88 | CPRT0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 105 | DC | APOLLO GLOBAL MANAGEMENT INC CMN CLASS A | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 106 | DC | ABBVIE INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | ABBV0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 107 | DC | BROWN & BROWN, INC.CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | BRO0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 108 | DC | HCA HEALTHCARE, INC CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | HCA0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 109 | DC | JOHNSON&JOHNSONCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | JNJ0.92 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 110 | DC | KENVUE INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | KVUE0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 111 | DC | MERCK & CO., INC, CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.86 | MRK0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 112 | DC | INTLBUSINESSMACHINESCORPCMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 113 | DC | MSCI INC. CMN | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | MSCI0.95 | BuyBuy | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 114 | DC | BERKSHIREHATHAWAYINC.CLASSB | — | S (partial) | 06/02/2026 | 07/01/2026 | $50,001 - $100,000 | 0.94 | BRK-B0.92 | PartialPartial sale | Dependent | Jun 2, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 115 | DC | BANK OFAMERICA CORP CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | BAC0.92 | PartialPartial sale | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 116 | DC | THEPROGRESSIVE CORPORATION CMN | — | S | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | —0.00 | SellSell | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 117 | DC | REALTYINCOMECORPORATION CMN | — | S | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.96 | O0.92 | SellSell | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 118 | DC | PFIZER INC, CMN | — | S | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.96 | PFE0.95 | SellSell | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 119 | DC | WALMARTINCCMN | — | S (partial) | — | 07/01/2026 | $15,001 - $50,000 | 0.92 | WMT0.92 | PartialPartial sale | Dependent | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 120 | DC | INTUITINC CMN - | — | S | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.96 | INTU0.92 | SellSell | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 121 | DC | LOWESCOMPANIESINCCMN | — | S | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.94 | LOW0.92 | SellSell | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 122 | ? | COMCASTCORPORATION CMN CLASS A VOTING OCR: owner unreadable | — | S | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.60 | CMCSA0.92 | SellSell | Unknown | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 123 | DC | THEPROCTER&GAMBLECOMPANY CMN | — | S (partial) | 05/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | May 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 124 | DC | CIGNA GROUP/THE CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.96 | CI0.95 | PartialPartial sale | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 125 | DC | WASTE MANAGEMENTINC CMN OCR: date uncertain | — | S (partial) | 05/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.60 | WM0.92 | PartialPartial sale | Dependent | May 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 126 | ? | COSTCOWHOLESALE CORPORATION CMN OCR: owner unreadable | — | S (partial) | 05/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | COST0.92 | PartialPartial sale | Unknown | May 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 127 | ? | HUNTINGTON BANCSHARES INCORPOR CMN OCR: owner unreadable | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | HBAN0.95 | SellSell | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 128 | DC | MARTIN MARIETTA MATERIALS,INC CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | MLM0.95 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 129 | DC | CME GROUP INC. CMN CLASS A | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | CME0.95 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 130 | DC | GENUINEPARTSCO,CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 131 | DC | HARTFORD INSURANCEGROUP INC/T CMN. | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 132 | DC | TRIMBLEINCCMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | TRMB0.92 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 133 | DC | SEAGATE TECHNOLOGY HOLDIN PLC CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | STX0.95 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 134 | DC | TRANE TECHNOLOGIES PUBLIC LIM! CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | TT0.95 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 135 | DC | TEXAS INSTRUMENTS INC. CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | TXN0.95 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 136 | DC | JPMORGANCHASE&COCMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.87 | —0.00 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 137 | DC | ECOLAB INC. CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | ECL0.95 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 138 | DC | ILLINOISTOOLWORKSCMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | ITW0.92 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 139 | DC | MCKESSON CORPORATIONCMN OCR: date order | — | S | 06/02/2026 | 07/01/2025 | $1,001 - $15,000 | 0.60 | MCK0.92 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 140 | DC | IQVIAHOLDINGSINCCMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | IQV0.92 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 141 | ? | INTERCONTINENTALEXCHANGEINC CMN OCR: owner unreadable | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | ICE0.92 | SellSell | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 142 | DC | ARCHCAPITALGROUPLTD.CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 143 | DC | AMETEK INC (NEW) CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | AME0.95 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 144 | ? | BIO-TECHNE CORPORATION CMN OCR: owner unreadable | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | TECH0.95 | SellSell | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 145 | DC | REGENERON PHARMACEUTICALINC CMN OCR: amount unclear | — | S | 06/02/2026 | 07/01/2026 | — | 0.30 | —0.83 | SellSell | Dependent | Jun 2, 2026 | — | Stock | Reviewnot modelled |
| 146 | DC | METTLER-TOLEDO INTL CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | MTD0.95 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 147 | DC | BECTON, DICKINSON AND COMPANY CMN | — | S | 06/02/2026 | — | $1,001 - $15,000 | 0.93 | BDX0.95 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 148 | ? | ZOETIS INC. CMN CLASS A OCR: owner unreadable | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | ZTS0.95 | SellSell | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 149 | DC | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | MU0.95 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 150 | DC | LENNOX INTERNATIONAL INC CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | LII0.95 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 151 | DC | ARCHER-DANIELS-MIDLAND COMPANY CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | ADM0.95 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 152 | DC | VERIZON COMMUNICATIONS INC. CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | VZ0.95 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 153 | DC | WEST PHARMACEUTICAL SERVICES INC | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.87 | WST0.95 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 154 | DC | AMERICAN EXPRESS CO. CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | AXP0.95 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 155 | DC | TJX COMPANIES INC (NEW) CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | TJX0.95 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 156 | DC | CHIPOTLE MEXICAN GRILL, INC. CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | CMG0.95 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 157 | DC | ALLSTATE CORPORATION COMMON STOCK | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | ALL0.95 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 158 | DC | EMCOR GROUP, INC, CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | EME0.95 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 159 | DC | FIFTH THIRD BANCORP CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | FITB0.95 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 160 | DC | CINCINNATI FINANCIAL CRP CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | CINF0.95 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 161 | DC | STANLEY BLACK & DECKER, INC. CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | SWK0.95 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 162 | DC | CARVANA CO, CMN CLASS A | — | S (partial) | 05/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | CVNA0.95 | PartialPartial sale | Dependent | May 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 163 | DC | DOORDASH INC CMN CLASS A | — | S (partial) | — | 07/01/2026 | $1,001 - $15,000 | 0.90 | DASH0.95 | PartialPartial sale | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 164 | DC | STARBUCKS CORP. CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | SBUX0.95 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 165 | DC | BUILDERS FIRSTSOURCE, INC. CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | BLDR0.95 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 166 | DC | VICI PROPERTIES INC, CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | VICI0.95 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 167 | DC | YUM BRANDS, INC. CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | YUM0.95 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 168 | DC | WEYERHAEUSER COMPANY CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | WY0.95 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 169 | ? | INSULET CORPORATION CMN OCR: owner unreadable | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | PODD0.95 | SellSell | Unknown | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 170 | DC | IACK HENRY &ASSOCINC CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 171 | DC | CBRE GROUP, INC. CMN CLASS A | — | S | — | 07/01/2026 | $1,001 - $15,000 | 0.93 | CBRE0.95 | SellSell | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 172 | DC | AVERY DENNISON CORPORATION CMN | — | S | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | AVY0.95 | SellSell | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 173 | DC | WATERS CORPORATION COMMON STOCK | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | WAT0.95 | PartialPartial sale | Dependent | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 174 | SP | MASTERCARD INCORPORATED CMN CLASS A | — | P | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.91 | MA0.95 | BuyBuy | Spouse | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 175 | SP | THE HOME DEPOT, INC, CMN | — | P | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | HD0.95 | BuyBuy | Spouse | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 176 | SP | AT&T INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | T0.95 | BuyBuy | Spouse | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 177 | SP | BOOKING HOLDINGS INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | BKNG0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 178 | SP | INTERCONTINENTALEXCHANGE INC CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | ICE0.92 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 179 | SP | AMGEN INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | AMGN0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 180 | SP | CAPITAL ONE FINANCIALCORP CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | COF0.92 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 181 | SP | T-MOBILE US, INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | TMUS0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 182 | SP | MARSH ORD CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 183 | SP | MERCK & CO., INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | MRK0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 184 | SP | UBERTECHNOLOGIES,INC.CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | UBER0.92 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 185 | SP | UBER TECHNOLOGIES, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | UBER0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 186 | SP | HONEYWELL INTL INC CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | HON0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 187 | SP | COOPERCOSINC/THECMN | — | P | 06/23/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 188 | SP | ARTHURJGALLAGHER&COCMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 189 | SP | GE HEALTHCARE TECHNOLOGIES INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | GEHC0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 190 | SP | STRYKER CORPORATION CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | SYK0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 191 | SP | COSTaR GROUP, InC, CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | CSGP0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 192 | SP | SALESFORCE INC CMN OCR: date uncertain | — | P | 05/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | CRM0.95 | BuyBuy | Spouse | May 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 193 | SP | CHARTERCOMMUNICATIONS,INC. | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | CHTR0.92 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 194 | SP | JOHNSON & JOHNSON CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | JNJ0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 195 | SP | UBER TECHNOLOGIES, INC, CMN | — | P | 06/15/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | UBER0.95 | BuyBuy | Spouse | Jun 15, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 196 | SP | ECOLAB INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | ECL0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 197 | SP | DANAHERCORPORATIONCMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | DHR0.92 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 198 | SP | UBER TECHNOLOGIES, INC. CMN | — | P | 06/22/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | UBER0.95 | BuyBuy | Spouse | Jun 22, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 199 | SP | COOPER COS INC/THE CMN | — | P | 06/22/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | COO0.95 | BuyBuy | Spouse | Jun 22, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 200 | SP | NETFLIX, INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | NFLX0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 201 | SP | S&P GLOBALINC.CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | SPGI0.92 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 202 | SP | ZOETISINC.CMNCLASSA | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | ZTS0.92 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 203 | SP | CINTAS CORPORATION CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | CTAS0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 204 | SP | NRG ENERGY, INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | NRG0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 205 | SP | ACCENTURE PLC CMN CLASS A | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | ACN0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 206 | SP | VEEVA SYSTEMS INC CMN CLASSA | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 207 | SP | VISTRA CORP CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | VST0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 208 | SP | REPUBLICSERVICESINCCMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | RSG0.92 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 209 | SP | GENERALMILLSINCCMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | GIS0.92 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 210 | SP | ROLLINS INC. REGOFF SCTASK0796638 | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 211 | SP | REGENERON PHARMACEUTICALINC CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.83 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 212 | SP | MCCORMICK & CO NON VTG SHRS CMN CLASS N | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 213 | SP | THE PROCTER & GAMBLE COMPANY CMN OCR: date uncertain | — | P | 05/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | PG0.95 | BuyBuy | Spouse | May 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 214 | SP | MOSAIC COMPANY (THE) CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | MOS0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 215 | SP | EMERSON ELECTRIC CO. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | EMR0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 216 | SP | BROWN & BROWN, INC, CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | BRO0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 217 | SP | TRADE DESK, INC. (THE) CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | TTD0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 218 | SP | INSULET CORPORATION CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | PODD0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 219 | SP | LULULEMON ATHLETICA INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | LULU0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 220 | SP | VERALTO CORPORATION CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | VLTO0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 221 | SP | RESMED INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | RMD0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 222 | SP | BROADRIDGE FINANCIAL SOLUTIONS IN CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | BR0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 223 | SP | UBER TECHNOLOGIES, INC. CMN | — | P | 06/18/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | UBER0.95 | BuyBuy | Spouse | Jun 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 224 | SP | NCRVOYIXCORPCMNCLASSA | — | P | 06/10/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | VYX0.92 | BuyBuy | Spouse | Jun 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 225 | SP | VERISK ANALYTICS, INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | VRSK0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 226 | SP | CONSTELLATION ENERGY CORP CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | CEG0.95 | BuyBuy | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 227 | SP | UBER TECHNOLOGIES, INC, CMN | — | P | 06/25/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | UBER0.95 | BuyBuy | Spouse | Jun 25, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 228 | SP | MOTOROLA SOLUTIONS INC CMN | — | P | — | 07/01/2026 | $1,001 - $15,000 | 0.92 | MSI0.95 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 229 | SP | UBER TECHNOLOGIES, INC. CMN | — | P | 06/17/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | UBER0.95 | BuyBuy | Spouse | Jun 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 230 | SP | COOPER COS INC/THE CMN | — | P | 06/25/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | COO0.95 | BuyBuy | Spouse | Jun 25, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 231 | SP | VISA INC. CMN CLASS A | — | S (partial) | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.96 | V0.95 | PartialPartial sale | Spouse | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 232 | SP | CME GROUP INC. CMN CLASS A | — | S | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.96 | CME0.95 | SellSell | Spouse | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 233 | SP | COMCAST CORPORATION CMN CLASS A VOTING | — | S | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.96 | CMCSA0.95 | SellSell | Spouse | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 234 | SP | CHARLES SCHWAB CORPORATION CMN | — | S | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | SCHW0.92 | SellSell | Spouse | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 235 | SP | GILEAD SCIENCES CMN | — | S | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.96 | GILD0.95 | SellSell | Spouse | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 236 | SP | TENABLE HOLDINGS, INC CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.96 | TENB0.95 | PartialPartial sale | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 237 | SP | BRISTOL-MYERS SQUIBB COMPANY CMN | — | S | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | BMY0.95 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 238 | SP | OWENS CORNING CMN | — | S | 06/24/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | OC0.95 | SellSell | Spouse | Jun 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 239 | SP | [NTUITIVE SURGICAL, INC, CMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.87 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 240 | SP | BOSTON SCIENTIFIC CORP. COMMON STOCK | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | BSX0.95 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 241 | SP | INTUIT INC CMN | — | S | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | INTU0.95 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 242 | SP | NEXTERA ENERGY,INC. CMN | — | S | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | NEE0.95 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 243 | SP | PFIZEr INC. CMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | PFE0.95 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 244 | SP | WALMART INC CMN | — | S (partial) | 06/18/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | WMT0.95 | PartialPartial sale | Spouse | Jun 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 245 | SP | TESLA, INC. CMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | TSLA0.95 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 246 | SP | AIRPRODUCTS&CHEMICALSINCCMN | — | S | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | APD0.92 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 247 | SP | ADOBE INC CMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | ADBE0.95 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 248 | SP | LIONSGATE STUDIOS CORP CMN | — | S (partial) | 06/22/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | LION0.95 | PartialPartial sale | Spouse | Jun 22, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 249 | SP | PAYPAL HOLDINGS, INC. CMN | — | S | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | PYPL0.95 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 250 | SP | WELLSFARGO&COMPANYCMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | WFC0.92 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 251 | SP | INTELCORPORATIONCMN | — | S (partial) | 06/18/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | INTC0.92 | PartialPartial sale | Spouse | Jun 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 252 | SP | BANK OF AMERICA CORP CMN | — | S (partial) | 06/17/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | BAC0.95 | PartialPartial sale | Spouse | Jun 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 253 | SP | SALESFORCE INC CMN | — | S (partial) | 06/18/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | CRM0.95 | PartialPartial sale | Spouse | Jun 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 254 | SP | O'REILLY AUTOMOTIVE, INC, CMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | ORLY0.92 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 255 | SP | PENN ENTERTAINMENT INC CMN | — | S (partial) | 06/15/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | PENN0.95 | PartialPartial sale | Spouse | Jun 15, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 256 | SP | FISERV,INC.CMN | — | S | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | FISV0.95 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 257 | SP | PENNENTERTAINMENTINCCMN | — | S (partial) | 06/17/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | PENN0.92 | PartialPartial sale | Spouse | Jun 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 258 | SP | PENNENTERTAINMENTINCCMN | — | S (partial) | 06/22/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | PENN0.92 | PartialPartial sale | Spouse | Jun 22, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 259 | SP | DOW INC CMN | — | S | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | DOW0.95 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 260 | SP | PINTERESTINCCMNCLASSA | — | S (partial) | 06/15/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | PINS0.92 | PartialPartial sale | Spouse | Jun 15, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 261 | SP | PENNENTERTAINMENTINCCMN OCR: date uncertain | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | PENN0.92 | PartialPartial sale | Spouse | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 262 | SP | LIONSGATE STUDIOS CORP CMN | — | S (partial) | 06/15/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | LION0.95 | PartialPartial sale | Spouse | Jun 15, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 263 | SP | HARTFORD INSURANCE GROUP INC/T | — | S | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.88 | —0.90 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 264 | SP | PINTEREST INC CMN CLASS A | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | PINS0.95 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 265 | SP | TENABLE HOLDINGS, INC CMN | — | S (partial) | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | TENB0.95 | PartialPartial sale | Spouse | Jun 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 266 | SP | PENN ENTERTAINMENT INC CMN | — | S (partial) | 06/01/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | PENN0.95 | PartialPartial sale | Spouse | Jun 1, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 267 | SP | STARBUCKS CORP. CMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | SBUX0.95 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 268 | DC | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | DIS0.95 | PartialPartial sale | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 269 | SP | PEPSICO,INC.CMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | PEP0.95 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 270 | DC | LIONSGATESTUDIOSCORPCMN OCR: date uncertain | — | S (partial) | 06/16/2026 | — | $1,001 - $15,000 | 0.60 | LION0.92 | PartialPartial sale | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 271 | SP | ZEBRATECHNOLOGIESINCCMNCLASS | — | S | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 272 | SP | LIONSGATE STUDIOS CORP CMN | — | S (partial) | 06/25/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | LION0.95 | PartialPartial sale | Spouse | Jun 25, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 273 | SP | COPART, INC. CMN | — | S | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | CPRT0.95 | SellSell | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 274 | SP | WARNER BROSDISCOVERYINCCMN CLASS A | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 275 | SP | UBS AG LINKED TO BASKET OF INDICES | — | P | 06/24/2026 | 07/01/2026 | $50,001 - $100,000 | 0.90 | —0.00 | BuyBuy | Spouse | Jun 24, 2026 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 276 | SP | THE HOME DEPOT, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.88 | HD0.95 | BuyBuy | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 277 | SP | MASTERCARD INCORPORATEO CMN CLASS A | — | P | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.87 | MA0.95 | BuyBuy | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 278 | SP | SALESFORCE INC CMN | — | P | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.88 | CRM0.95 | BuyBuy | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 279 | SP | MC DONALDS CORP CMN | — | P | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.91 | MCD0.92 | BuyBuy | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 280 | SP | CHARLES SCHWAB CORPORATION CMN | — | P | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.88 | SCHW0.92 | BuyBuy | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 281 | SP | BOOKING HOLDINGS INC. CMN OCR: date uncertain | — | P | 05/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.60 | BKNG0.95 | BuyBuy | Spouse | May 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 282 | SP | COMCAST CORPORATION CMN CLASS A VOTING | — | P | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.90 | CMCSA0.95 | BuyBuy | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 283 | SP | UBER TECHNOLOGIES, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.91 | UBER0.95 | BuyBuy | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 284 | SP | INTUITIVE SURGICAL, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.90 | ISRG0.95 | BuyBuy | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 285 | SP | INTUIT INC CMN | — | P | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.89 | INTU0.95 | BuyBuy | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 286 | SP | INTERCONTINENTAL EXCHANGE INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | ICE0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 287 | SP | CITIGROUP INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | C0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 288 | SP | ARISTA NETWORKS, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | ANET0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 289 | SP | CORNING INCORPORATED CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | GLW0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 290 | SP | CADENCE DESIGN SYSTEMS INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | CDNS0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 291 | SP | ABBOTT LABORATORIES CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.87 | ABT0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 292 | SP | PROLOGIS INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.82 | PLD0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 293 | SP | LOWES COMPANIES INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | LOW0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 294 | SP | PALANTIR TECHNOLOGIES INC. CMN OCR: date uncertain | — | P | 06/30/2025 | 07/01/2026 | $1,001 - $15,000 | 0.60 | PLTR0.95 | BuyBuy | Spouse | Jun 30, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 295 | SP | MARVELL TECHNOLOGY, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | MRVL0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 296 | SP | LAM RESEARCH CORPORATION CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | LRCX0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 297 | SP | S&P GLOBAL INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | SPGI0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 298 | SP | THERMO FISHER SCIENTIFIC INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | TMO0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 299 | SP | COCA-COLA COMPANY (THE) CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | KO0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 300 | SP | BOSTON SCIENTIFIC CORP. COMMON X01S | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 301 | SP | DIGITAL REALTY TRUST, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | DLR0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 302 | SP | TRIMBLE INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | TRMB0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 303 | SP | ROBINHOOD MARKETS, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | HOOD0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 304 | SP | CBRE GROUP, INC. CMN CLASS A | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | CBRE0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 305 | SP | NEWMONT CORP CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | NEM0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 306 | SP | CIENA CORPORATION CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | CIEN0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 307 | SP | SYNOPSYS, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | SNPS0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 308 | SP | INTLBUSINESSMACHINESCORPCMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 309 | SP | ZOETIS INC. CMN CLAS5 A | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.88 | —0.90 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 310 | SP | COHERENTCORPCMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | COHR0.92 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 311 | SP | JABIL INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | JBL0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 312 | SP | RAYMOND JAMESFINANCIAL,INC.CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | RJF0.92 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 313 | SP | ACCENTUREPLCCMN CLASSA | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 314 | SP | EXTRASPACESTORAGEINC.CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.87 | EXR0.92 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 315 | SP | AMGEN INC. CMN | — | P | 06/30/2026 | — | $1,001 - $15,000 | 0.91 | AMGN0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 316 | SP | CHARTER COMMUNICATIONS, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | CHTR0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 317 | SP | GE HEALTHCARE TECHNOLOGIES INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.88 | GEHC0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 318 | SP | NEWS CORPORATION CMN CLASS A | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 319 | SP | MODERNA, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | MRNA0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 320 | SP | ADVANCED MICRO DEVICES, INC. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | AMD0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 321 | SP | LAS VEGAS SANDS CORP. CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | LVS0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 322 | SP | TRACTOR SUPPLY COMPANY CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | TSCO0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 323 | SP | REALTY INCOMECORPORATIONCMN OCR: date uncertain | — | P | 05/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | O0.92 | BuyBuy | Spouse | May 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 324 | SP | ARTHURJGALLAGHER&COCMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 325 | SP | PAYPALHOLDINGS,INC.CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | PYPL0.92 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 326 | SP | &ALLCORPORATIONCMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 327 | SP | ROPERTECHNOLOGIESINCCMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | ROP0.92 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 328 | SP | REVVITY INC CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | RVTY0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 329 | SP | CARVANA CO. CMN CLASS A | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | CVNA0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 330 | SP | AVERYDENNISONCORPORATIONCMN | — | P | 05/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | AVY0.92 | BuyBuy | Spouse | May 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 331 | SP | CAPITAL ONE FINANCIAL CORP CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | COF0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 332 | SP | STRYKER CORPORATION CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | SYK0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 333 | SP | FEDEX CORPORATION CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | FDX0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 334 | SP | ISHARESMSCIAUSTRALIAETF | — | P | 06/12/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Jun 12, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 335 | SP | INTEL CORPORATION CMN | — | P | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | INTC0.95 | BuyBuy | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 336 | SP | APPLOVIN CORPORATION CMN CLASS A | — | P | 05/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | APP0.95 | BuyBuy | Spouse | May 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 337 | SP | COMPASSGROUPPLCSPONSOREDADR CMN | — | P | 06/12/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jun 12, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 338 | SP | ASML HOLDING N.V.ADR CMN | — | P | 06/12/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | ASML0.95 | BuyBuy | Spouse | Jun 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 339 | SP | CALL/UBSFLEX EURO PM @ 47 EXP 06/12/2026 | — | P | 06/12/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Jun 12, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 340 | SP | PUT/XSP @ 710 EXP 08/31/2026 OCR: date uncertain | — | S | 05/18/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Spouse | May 18, 2026 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 341 | SP | PUT/XSp @ 705 EXP 08/14/2026 | — | S | 06/25/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Jun 25, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 342 | SP | PUT/XSP @715 EXP 08/07/2026 | — | S | 06/04/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Jun 4, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 343 | SP | MICROSOFTCORPORATIONCMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.91 | MSFT0.92 | PartialPartial sale | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 344 | SP | AT&T INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.90 | T0.95 | SellSell | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 345 | SP | PEPSICO, JNC. CMN | — | S | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.91 | —0.90 | SellSell | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 346 | SP | KKR & CO. INC. CMN | — | S | 05/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.90 | KKR0.95 | SellSell | Spouse | May 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 347 | SP | ORACLECORPORATIONCMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.90 | ORCL0.92 | PartialPartial sale | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 348 | SP | MICRON TECHNOLOGY,JNC, CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.88 | —0.90 | PartialPartial sale | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 349 | SP | AMERICANTOWERCORPORATIONCMN | — | S | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.90 | AMT0.92 | SellSell | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 350 | SP | TJX COMPANIES INC (NEW) CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $15,001 - $50,000 | 0.90 | TJX0.95 | PartialPartial sale | Spouse | Jun 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 351 | SP | CROWNCASTLEINTLCORPCMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 352 | SP | IDEXXLABORATORIESCMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | IDXX0.92 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 353 | SP | CISCO SYSTEMS, INC, CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | CSCO0.95 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 354 | SP | TRUIST FINANCIAL CORPORATION CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | TFC0.95 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 355 | SP | MOODY'SCORPORATION CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | MCO0.92 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 356 | SP | CMEGROUPINC.CMNCLASSA | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | CME0.92 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 357 | SP | RESMEO INC.CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 358 | SP | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | DIS0.95 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 359 | SP | COGNIZANTTECHNOLOGYSOLUTIONS CORP CLASSA | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 360 | SP | NETFLIX, INC. CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | NFLX0.95 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 361 | SP | BIO-TECHNE CORPORATION CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | TECH0.95 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 362 | SP | IQVIA HOLDINGS INC CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | IQV0.95 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 363 | SP | T-MOBILE US, INC. CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | TMUS0.95 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 364 | SP | LABCORP HOLDINGS INC CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | LH0.95 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 365 | SP | SERVICENOW INCCMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | NOW0.92 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 366 | SP | FREEPORT-MCMORANINCCMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | FCX0.92 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 367 | SP | CINTASCORPORATIONCMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | CTAS0.92 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 368 | SP | ULTABEAUTYINCCMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | ULTA0.92 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 369 | SP | VERTIV HOLDINGS LLCCMN CLASSA | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 370 | ? | AGILENTTECHNOLOGIES,INCCMN OCR: owner unreadable | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | A0.92 | SellSell | Unknown | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 371 | SP | VERIZON COMMUNICATIONS INC. CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | VZ0.95 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 372 | SP | FORD MOTOR COMPANY CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | F0.95 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 373 | SP | CHIPOTLE MEXICAN GRILL, INC. CMN OCR: date uncertain | — | S (partial) | 05/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | CMG0.95 | PartialPartial sale | Spouse | May 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 374 | SP | NORFOLKSOUTHERNCORPORATION CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | NSC0.92 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 375 | SP | AMERIPRISE FINANCIAL, INC. CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | AMP0.95 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 376 | SP | TEXASINSTRUMENTS INC.CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | TXN0.92 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 377 | SP | AUTODESK, INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | ADSK0.95 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 378 | SP | OTIS WORLDWIDE CORPORATION CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | OTIS0.95 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 379 | SP | ADOBE INC CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | ADBE0.95 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 380 | SP | ROLLINS INC.REGOFFSCTASK0796638 | — | S | 06/30/2026 | — | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 381 | SP | LUMENTUM HOLDINGS INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | LITE0.95 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 382 | SP | COPART, INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | CPRT0.95 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 383 | SP | DARDEN RESTAURANTS,INC.CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | DRI0.95 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 384 | SP | DEXCOM, INC. CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | DXCM0.95 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 385 | SP | AMERICAN INTL GROUP, INC. CMN OCR: date uncertain | — | S (partial) | 05/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | AIG0.95 | PartialPartial sale | Spouse | May 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 386 | SP | HARTFORD INSURANCE GROUP INC/T CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 387 | SP | HILTON WORLDWIDE HOLDINGS INC. CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | HLT0.95 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 388 | SP | INGERSOLL RAND INC CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | IR0.95 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 389 | SP | HASBRO, INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | HAS0.95 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 390 | SP | GARTNER, INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.84 | IT0.95 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 391 | SP | O'REILLY AUTOMOTIVE, INC. CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | ORLY0.92 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 392 | ? | CRHPUBLICLIMITED COMPANY CMN OCR: owner unreadable | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 393 | SP | BROWN & BROWN,INC.CMN OCR: date uncertain | — | S | 05/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | BRO0.95 | SellSell | Spouse | May 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 394 | SP | EQUIFAX INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | EFX0.95 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 395 | SP | A.O. SMITH CORP (DEL) CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | AOS0.92 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 396 | SP | KROGERCOMPANYCMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | KR0.92 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 397 | SP | PACCARINCCMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | PCAR0.92 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 398 | SP | DECKERSOUTDOORSCORPCMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 399 | SP | COSTAR GROUP,INC CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | CSGP0.95 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 400 | SP | AIR PRODUCTS & CHEMICALS INC CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | APD0.95 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 401 | SP | TYLER TECHNOLOGIES, INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | TYL0.95 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 402 | SP | PTC INC. CMN | — | S | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.91 | PTC0.95 | SellSell | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 403 | SP | MSCI INC. CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.89 | MSCI0.95 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 404 | SP | TESLA, INC. CMN | — | S (partial) | 06/30/2026 | 07/01/2026 | $1,001 - $15,000 | 0.84 | TSLA0.95 | PartialPartial sale | Spouse | Jun 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 405 | SP | RIVERSOUTH AUTH OHIO REV REV 5% 12/01/27 JD | — | P | 06/11/2026 | 07/01/2026 | $50,001 - $100,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jun 11, 2026 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 406 | SP | ALASKA ST HSG FIN CORP REV 5% 12/01/27 JD | — | P | 06/02/2026 | 07/01/2026 | $50,001 - $100,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jun 2, 2026 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 407 | SP | SYNCHRONY FINANCIAL HYBRID PERPETUAL | — | P | 06/02/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Jun 2, 2026 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 408 | SP | BANK OF NEW YORK MELLON CORPOR HYBRID PERPETUAL USD | — | P | 06/23/2026 | 07/01/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 409 | SP | WELLS FARGO & COMPANY HYBRID PERPETUAL | — | P | 06/23/2026 | 07/01/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 410 | SP | CHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL | — | P | 06/23/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 411 | SP | TRUIST FINANCIAL CORPORATION HYBRID PERPETUAL | — | P | 06/23/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 412 | SP | JPMORGAN CHASE & CO. HYBRID PERPETUAL | — | P | 06/01/2026 | 07/01/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Jun 1, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 413 | SP | SYNCHRONY FINANCIAE HYBRID PERPETUAL | — | P | 06/03/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jun 3, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 414 | DC | CLEVELAND OHIO WTR REV REV S% 01/01/27J | — | P | 06/02/2026 | 07/01/2026 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 2, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 415 | DC | LUMENTUM HOLDINGS INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | LITE0.95 | BuyBuy | Dependent | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 416 | DC | ARM HOLDINGS PLC AOR CMN | — | P | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 417 | DC | TEXASA&MUNIVPERMUNIVFDREV 5%07/01/27JI | — | P | 06/24/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 24, 2026 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 418 | DC | STATE OF OHIO GO S.0000% 09/15/31 MS | — | P | 06/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 419 | ? | STATE OF OHIO GEN OBUGATION GO 5.000D% 05/01/27 MN OCR: owner unreadable | — | P | 06/10/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 10, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 420 | DC | LAKEWO0D 0HIO G0 S% 12/01/26 JD | — | P | 06/04/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 4, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 421 | DC | CHILLICOTHE OHIO CITY SCH DIST GO 5% 12/01/26 JD | — | P | 06/12/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 12, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 422 | DC | OHIO ST REV S%02/01/27 FA | — | P | 05/05/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | May 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 423 | DC | OHIOSTDB5%05/01/27MN | — | P | 06/10/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 10, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 424 | DC | PALANTIR TECHNOLOGIES INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | PLTR0.95 | BuyBuy | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 425 | DC | BROADCOM INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | AVGO0.95 | BuyBuy | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 426 | DC | EXPANDENERGYCORPCMN | — | P | 06/18/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | EXE0.92 | BuyBuy | Dependent | Jun 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 427 | DC | SNOWFLAKE INC. CMN CLASS A | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | SNOW0.95 | BuyBuy | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 428 | DC | VERMONTMUNBDBKREVS% 12/01/26 JD | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 429 | DC | ALPHABET INC. CMN CLASS A | — | P | 05/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | GOOGL0.92 | BuyBuy | Dependent | May 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 430 | DC | AMAZON.COM INC CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | AMZN0.92 | BuyBuy | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 431 | DC | MICROSOFT CORPORATION CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | MSFT0.95 | BuyBuy | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 432 | DC | PALO ALTO NETWORKS INC, CMN | — | P | 05/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | PANW0.95 | BuyBuy | Dependent | May 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 433 | DC | MONOLITHIC POWER SYSTEMS, INC. CMN | — | P | 06/18/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | MPWR0.95 | BuyBuy | Dependent | Jun 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 434 | DC | ZSCALER, INC. CMN | — | P | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | ZS0.95 | BuyBuy | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 435 | ? | APPLOVIN CORPORATION CMN CLASS OCR: owner unreadable | — | S | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.60 | APP0.95 | SellSell | Unknown | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 436 | DC | APPLIED MATERIALS INC CMN | — | S | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | AMAT0.95 | SellSell | Dependent | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 437 | DC | MARVELL TECHNOLOGY, INC. CMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $15,001 - $50,000 | 0.95 | MRVL0.95 | PartialPartial sale | Dependent | Jun 16, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 438 | DC | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 06/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | MU0.95 | PartialPartial sale | Dependent | Jun 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 439 | DC | COHERENT CORP CMN OCR: date uncertain | — | S (partial) | 05/16/2026 | 07/01/2026 | $1,001 - $15,000 | 0.60 | COHR0.95 | PartialPartial sale | Dependent | May 16, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 440 | DC | EXXON MOBIL CORPORATION CMN | — | S (partial) | 06/18/2026 | 07/01/2026 | $1,001 - $15,000 | 0.95 | XOM0.92 | PartialPartial sale | Dependent | Jun 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 441 | DC | EQT CORPORATION CMN | — | S (partial) | 06/18/2026 | 07/01/2026 | $1,001 - $15,000 | 0.94 | EQT0.95 | PartialPartial sale | Dependent | Jun 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 442 | SP | MAICAPITALMANAGEMENT | — | S (partial) | 06/01/2026 | 06/01/2026 | $1,000,001 - $5,000,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Jun 1, 2026 | $1,000,001 - $5,000,000mid $3M | Unknown | Reviewnot modelled |
| 443 | SP | ABBOTTLABORATORIES | — | S | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | ABT0.92 | SellSell | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 444 | SP | BERKSHIREHATHAWAYINCCOMUSD0.0033 CLASS B | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 445 | SP | MASTERCARDINCORPORATEDCLA | — | S | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | MA0.92 | SellSell | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 446 | SP | MICRONTECHNOLOGYINC | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | MU0.92 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 447 | SP | NETFUX INC | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 448 | SP | PT BANK CENTRALASIA TBK UNSPONSORD ADR | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 449 | SP | AT&T INC COM USD1 | — | S | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 450 | SP | MARVELLTECHNOLOGYINCCOM | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.97 | MRVL0.92 | BuyBuy | Spouse | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 451 | DC | MAI CAPITAL MANAGEMENT | — | S (partial) | 06/01/2026 | 06/01/2026 | $1,000,001 - $5,000,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Jun 1, 2026 | $1,000,001 - $5,000,000mid $3M | Unknown | Reviewnot modelled |
| 452 | DC | ABBOTTLABORATORIES | — | S | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | ABT0.92 | SellSell | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 453 | DC | BERKSHIREHATHAWAYINCCOM USD0.0O33 CLASS 8 | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 454 | DC | MASTERCARD INCORPORATED CLA | — | S | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.95 | MA0.95 | SellSell | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 455 | DC | MICRON TECHNOLOGY INC | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | MU0.95 | BuyBuy | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 456 | DC | NETFLIX INC | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | NFLX0.95 | BuyBuy | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 457 | ? | PT BANK CENTRALASIATBK UNSPONSORD ADR OCR: owner unreadable | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 458 | DC | AT&TINCCOMUSD1 | — | S | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 459 | DC | MARVELL TECHNOLOGY INC COM | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | MRVL0.95 | BuyBuy | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 460 | DC | INTUITIVE SURGICAL INC | — | S | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | ISRG0.95 | SellSell | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 461 | DC | MAI CAPITAL MANAGEMENT | — | S (partial) | 06/01/2026 | 06/01/2026 | $500,001 - $1,000,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Jun 1, 2026 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 462 | DC | ABBOTT LABORATORIES | — | S | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | ABT0.95 | SellSell | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 463 | DC | BERKSHIREHATHAWAYINCCOMUSD0.0O33 CLASS B | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 464 | DC | MASTERCARD INCORPORATED CLA | — | S | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | MA0.95 | SellSell | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 465 | DC | MICRONTECHNOLOGYINC | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | MU0.92 | BuyBuy | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 466 | DC | NETFLIX iNC | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | NFLX0.95 | BuyBuy | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 467 | DC | PT BANK CENTRALASIA TBK UNSPONSORD ADR | — | P | 06/23/2026 | 06/23/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |