Official filing metadata
- Filer (as printed)
- Hon. Michael T. McCaul
- Office (as printed)
- TX10
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 10, 2026
- Filing year
- 2026
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 123
- Parser version
- ocr_grid_v1
- First seen
- Sep 8, 2026 17:12 UTC (initial backfill, not when it was published)
- Fetched
- Sep 8, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 226
OCR 5p, rotation [0]: 123 rows from 5 data pages
Reading this page
This filing is a scanned image. The left half of each row below is our OCR reading of it: text read from the page and the box marked in each column. Each row carries a confidence and, where the reading may be wrong, the reason. Check the official document before relying on a row. The right half is our normalized interpretation.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 123
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 | SP | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | — | P | 02/11/2026 | 03/05/2026 | Over $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | Over $1,000,000mid $1M | Unknown | Reviewnot modelled |
| 2 | SP | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | — | P | 02/11/2026 | 03/05/2026 | $500,001 - $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 3 | SP | NORTHERN INTERMED TAX EXEMPT FUND | — | P | 02/11/2026 | 03/05/2026 | $500,001 - $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $500,001 - $1,000,000mid $750K | Mutual fund | not modelled |
| 4 | SP | NORTHERNTAX-ADVGT ULTRA-SHRT FIXED INC | — | P | 02/11/2026 | 03/05/2026 | $250,001 - $500,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 5 | SP | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | — | P | 02/11/2026 | 03/05/2026 | $250,001 - $500,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 6 | SP | NORTHERNINTERMEDTAXEXEMPTFUND | — | P | 02/11/2026 | 03/05/2026 | $250,001 - $500,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 7 | SP | NORTHERN INTERMED TAX EXEMPT FUND | — | P | 02/11/2026 | 03/05/2026 | $100,001 - $250,000 | 0.98 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $100,001 - $250,000mid $175K | Mutual fund | not modelled |
| 8 | SP | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | — | P | 02/11/2026 | 03/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 9 | SP | NORTHERNINTERMEDTAXEXEMPTFUND | — | P | 02/11/2026 | 03/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 10 | SP | NORTHERNTAX-ADVGTULTRA-SHRTFIXEDINC | — | P | 02/11/2026 | 03/05/2026 | $100,001 - $250,000 | 0.98 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 11 | SP | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | — | P | 02/11/2026 | 03/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 12 | SP | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | — | P | 02/11/2026 | 03/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 13 | SP | HAWAII ST GO BDS | — | P | 02/26/2026 | 03/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 26, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 14 | SP | PHOENIX ARIZ CIVIC IMPT CORP WTR SYS | — | P | 02/04/2026 | 03/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 4, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 15 | SP | NORTHERN INTERMED TAX EXEMPT FUND | — | P | 02/11/2026 | 03/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |
| 16 | SP | Mays-Allocate 2025 LP | — | P | 02/24/2026 | 03/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 24, 2026 | $50,001 - $100,000mid $75K | Other | not modelled |
| 17 | SP | NORTHERNINTERMEDTAXEXEMPTFUND | — | P | 02/11/2026 | 03/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 18 | SP | NORTHERN INTERMED TAX EXEMPT FUND | — | P | 02/11/2026 | 03/05/2026 | $50,001 - $100,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |
| 19 | SP | NORTHERN INTERMED TAX EXEMPT FUND | — | P | 02/11/2026 | 03/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |
| 20 | SP | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | — | P | — | 03/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 21 | SP | CAVCOINDUSTRIESINC | — | P | 02/04/2026 | 03/05/2026 | $50,001 - $100,000 | 0.99 | CVCO0.92 | BuyBuy | Spouse | Feb 4, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 22 | SP | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | — | P | 02/11/2026 | 03/05/2026 | $15,001 - $50,000 | 0.97 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 23 | SP | HURON CONSULTING GROUPINC | — | P | 02/12/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | HURN0.92 | BuyBuy | Spouse | Feb 12, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 24 | SP | HPS Special Opp Fund II LP | — | P | 02/27/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 27, 2026 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 25 | SP | Formentera Partners Fund Il Lp | — | P | 02/26/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 26, 2026 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 26 | SP | MUELLER WATER PRODUCTS INC | — | P | 02/03/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | MWA0.95 | BuyBuy | Spouse | Feb 3, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 27 | SP | NORTHERN INTERMED TAX EXEMPT FUND | — | P | 02/11/2026 | 03/05/2026 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 28 | SP | CH Private Equity 2025 Fund LP | — | P | 02/13/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 29 | SP | PRIMERICA INC COM | — | P | 02/18/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | PRI0.95 | BuyBuy | Spouse | Feb 18, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 30 | SP | HOULIHAN LOKEY INC CLA | — | P | 02/13/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | HLI0.95 | BuyBuy | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 31 | SP | FTI CONSULTING INC | — | P | 02/12/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | FCN0.95 | BuyBuy | Spouse | Feb 12, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 32 | SP | NORTHERN INTERMED TAX EXEMPT FUND | — | P | 02/11/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 33 | SP | HURON CONSULTING GROUP INC | — | P | 02/27/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | HURN0.95 | BuyBuy | Spouse | Feb 27, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 34 | SP | LOUISIANA-PACIFIC CORP | — | P | 02/27/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | LPX0.95 | BuyBuy | Spouse | Feb 27, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 35 | SP | FTI CONSULTING INC | — | P | 02/27/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | FCN0.95 | BuyBuy | Spouse | Feb 27, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 36 | SP | ABBOTT LABORATORIES | — | P | 02/05/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | ABT0.95 | BuyBuy | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 37 | SP | Mays-Allacate 2025 LP | — | P | 02/04/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 4, 2026 | $15,001 - $50,000mid $32.5K | Other | not modelled |
| 38 | SP | PURE STORAGE 1NC CL A | — | P | 02/13/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 39 | SP | FAIR ISAAC CORP | — | P | 02/04/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | FICO0.95 | BuyBuy | Spouse | Feb 4, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 40 | SP | SAP ADR | — | P | 02/03/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | SAP0.95 | BuyBuy | Spouse | Feb 3, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | SP | TERADYNE INC COM | — | P | 02/04/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | TER0.95 | BuyBuy | Spouse | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | SP | AUTODESK INC | — | P | 02/27/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | ADSK0.95 | BuyBuy | Spouse | Feb 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | SP | INTUIT INC | — | P | 02/17/2026 | 03/05/2026 | $1,001 - $15,000 | 0.95 | INTU0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | SP | SPOTIFY'TECHNOLOGY S.A. COM | — | P | 02/27/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | SPOT0.92 | BuyBuy | Spouse | Feb 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | SP | Mays-Allocate LP | — | P | 02/05/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 46 | SP | ENTEGRIS INC | — | P | 02/04/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | ENTG0.95 | BuyBuy | Spouse | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | SP | SPOTIFY TECHNOLOGY S.A. COM | — | P | 02/04/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | SPOT0.92 | BuyBuy | Spouse | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | SP | SPOTIFY TECHNOLOGY S.A. COM | — | P | 02/10/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | SPOT0.92 | BuyBuy | Spouse | Feb 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | SP | ENTEGRIS INC | — | P | 02/10/2026 | 03/05/2026 | $1,001 - $15,000 | 0.98 | ENTG0.95 | BuyBuy | Spouse | Feb 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | SP | SAP ADR | — | P | 02/13/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | SAP0.95 | BuyBuy | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | SP | MERCADOLIBRE INC COM | — | P | 02/27/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | MELI0.95 | BuyBuy | Spouse | Feb 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | SP | NETFLIX INC | — | P | 02/17/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | NFLX0.95 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | SP | META PLATFORMS INC CLASS A | — | P | 02/20/2026 | 03/05/2026 | $1,001 - $15,000 | 0.88 | META0.92 | BuyBuy | Spouse | Feb 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | SP | META PLATFORMS INC CLASS A | — | P | 02/11/2026 | 03/05/2026 | $1,001 - $15,000 | 0.85 | META0.92 | BuyBuy | Spouse | Feb 11, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | SP | WORKDAY INC COM CLA | — | P | 02/27/2026 | 03/05/2026 | $1,001 - $15,000 | 0.94 | WDAY0.95 | BuyBuy | Spouse | Feb 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | SP | ORACLECORP | — | P | 02/11/2026 | 03/05/2026 | $1,001 - $15,000 | 0.85 | ORCL0.92 | BuyBuy | Spouse | Feb 11, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | SP | REDDIT INC CL A | — | P | 02/11/2026 | 03/05/2026 | $1,001 - $15,000 | 0.89 | RDDT0.95 | BuyBuy | Spouse | Feb 11, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | SP | PURE STORAGE INC CL A | — | P | 02/26/2026 | 03/05/2026 | $1,001 - $15,000 | 0.83 | —0.00 | BuyBuy | Spouse | Feb 26, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 59 | SP | SAP ADR | — | P | 02/10/2026 | 03/05/2026 | $1,001 - $15,000 | 0.93 | SAP0.95 | BuyBuy | Spouse | Feb 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | SP | SAP ADR | — | P | 02/05/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | SAP0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | SP | INTuIT INC | — | P | 02/05/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | INTU0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | SP | NETFLIX INC | — | P | 02/05/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | NFLX0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | SP | WORKDAY INC COM CLA | — | P | 02/05/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | WDAY0.95 | BuyBuy | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | SP | LONDON STOCK EXCHANGE GROUP SPON ADS | — | P | 02/17/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | —0.90 | BuyBuy | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 65 | SP | ORACLE CORP | — | P | 02/27/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | ORCL0.95 | BuyBuy | Spouse | Feb 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | SP | LONDON STOCK EXCHANGE GROUP SPON ADS | — | P | 02/10/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | —0.90 | BuyBuy | Spouse | Feb 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 67 | SP | NETFLIX INC | — | P | 02/27/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | NFLX0.95 | BuyBuy | Spouse | Feb 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | SP | HPs Special Opp Fund II LP | — | P | 02/27/2026 | 03/05/2026 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | Feb 27, 2026 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 69 | SP | Mays-Allocate 2025 LP | — | P | 02/20/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 20, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 70 | SP | AERCAP HOLDINGS N.V. | — | S | 02/03/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | AER0.95 | SellSell | Spouse | Feb 3, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | SP | WORKDAY INC COM CLA | — | S | 02/09/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | WDAY0.95 | SellSell | Spouse | Feb 9, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | SP | COMCAST CORP | — | S | 02/26/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | CMCSA0.95 | SellSell | Spouse | Feb 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 73 | SP | UBER TECHNOLOGIES INC COM | — | S | 02/11/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | UBER0.95 | SellSell | Spouse | Feb 11, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 74 | SP | NVIDIA CORPORATION COM | — | S | 02/26/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | NVDA0.95 | SellSell | Spouse | Feb 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | SP | GE AEROSPACE COM NEW | — | S | 02/04/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Feb 4, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 76 | SP | BAYERAG SPONADR | — | S | 02/05/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 77 | SP | ASML HOLDING NV | — | S | 02/05/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | ASML0.95 | SellSell | Spouse | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 78 | SP | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | — | S | 02/17/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 79 | SP | MICROSOFTCORP | — | S | 02/27/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | MSFT0.92 | SellSell | Spouse | Feb 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 80 | SP | BAYER AG SPON ADR | — | S | 02/17/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 81 | SP | WORKDAY INC COM CL A | — | S | 02/10/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Feb 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 82 | SP | GEVERNOVAINCCOM | — | S | 02/04/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | GEV0.92 | SellSell | Spouse | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 83 | SP | UBER TECHNOLOGIES INC COM | — | S | 02/13/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | UBER0.95 | SellSell | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | SP | AMAZON.COM INC | — | S | 02/13/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | AMZN0.92 | SellSell | Spouse | Feb 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 85 | SP | VULCAN MATERIALS CO | — | S | 02/23/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | VMC0.95 | SellSell | Spouse | Feb 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | SP | WOODWARD INC COM | — | S | 02/27/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | WWD0.95 | SellSell | Spouse | Feb 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 87 | SP | WOODWARD INC COM | — | S | 02/03/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | WWD0.95 | SellSell | Spouse | Feb 3, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 88 | SP | WOODWARD INC COM | — | S | 02/18/2026 | 03/05/2026 | $1,001 - $15,000 | 0.98 | WWD0.95 | SellSell | Spouse | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 89 | SP | MARTIN MARIETTAMATERIALSINC | — | S | 02/17/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | MLM0.92 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 90 | SP | HILTON WORLDWIDE HLDGS INC | — | S | 02/06/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | HLT0.95 | SellSell | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 91 | SP | ESTEELAUDERCOMPANIESINCCLASSA | — | S | 02/02/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | EL0.92 | SellSell | Spouse | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 92 | SP | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | — | S | 02/17/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Feb 17, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 93 | SP | BAYERAG SPON ADR | — | S | 02/06/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Feb 6, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 94 | SP | PTC INC | — | S | 02/24/2026 | 03/05/2026 | $1,001 - $15,000 | 0.97 | PTC0.98 | SellSell | Spouse | Feb 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 95 | SP | INTUIT INC | — | S | 02/11/2026 | 03/05/2026 | $1,001 - $15,000 | 0.98 | INTU0.95 | SellSell | Spouse | Feb 11, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 96 | SP | DEXCOM INC | — | S | 02/04/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | DXCM0.95 | SellSell | Spouse | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 97 | SP | MARTIN MARIETTA MATERIALS INC | — | S | 02/23/2026 | 03/05/2026 | $1,001 - $15,000 | 0.99 | MLM0.95 | SellSell | Spouse | Feb 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 98 | SP | WOODWARD INC COM | — | S | 02/10/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | WWD0.95 | SellSell | Spouse | Feb 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 99 | SP | AERCAP HOLDINGS N.V. | — | S | 02/13/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | AER0.95 | SellSell | Spouse | Feb 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 100 | SP | HILTON WORLDWIDE HLDGS INO | — | S | 02/23/2026 | — | $15,001 - $50,000 | 0.99 | —0.90 | SellSell | Spouse | Feb 23, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 101 | SP | ALPHABET INC CAP STK CL A | — | S | 02/04/2026 | 03/05/2026 | $15,001 - $50,000 | 0.97 | —0.00 | SellSell | Spouse | Feb 4, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 102 | SP | AMAZON.COM INC | — | S | 02/10/2026 | 03/05/2026 | $15,001 - $50,000 | 0.97 | AMZN0.92 | SellSell | Spouse | Feb 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 103 | SP | GE VERNOVA INC COM | — | S | 02/05/2026 | 03/05/2026 | $15,001 - $50,000 | 0.98 | GEV0.95 | SellSell | Spouse | Feb 5, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 104 | SP | ABBOTT LABORATORIES | — | S | 02/27/2026 | 03/05/2026 | $15,001 - $50,000 | 0.98 | ABT0.95 | SellSell | Spouse | Feb 27, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 105 | SP | PLEXUS CORP | — | S | 02/04/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | PLXS0.95 | SellSell | Spouse | Feb 4, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 106 | SP | PLEXUS CORP | — | S | 02/12/2026 | 03/05/2026 | $50,001 - $100,000 | 0.99 | PLXS0.95 | SellSell | Spouse | Feb 12, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 107 | SP | KANE CNTY ILL CMNTY UNIT SCH DIST | — | S | 02/27/2026 | 03/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Feb 27, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 108 | SP | WOODRIDGE ILL GO REF | — | S | 02/02/2026 | 03/05/2026 | $50,001 - $100,000 | 0.98 | —0.00 | SellSell | Spouse | Feb 2, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 109 | SP | DONALDSON COMPANY INC | — | S | 02/18/2026 | 03/05/2026 | $100,001 - $250,000 | 0.99 | DCI0.95 | SellSell | Spouse | Feb 18, 2026 | $100,001 - $250,000mid $175K | Stock | modelled |
| 110 | SP | EAGLE MTN & SAGINAW TEX INDPT SCH DIST | — | S | 02/17/2026 | 03/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Feb 17, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 111 | SP | DALLAS TEX INDPT SCH | — | S | — | 03/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 112 | SP | KENTUCKY ST PPTY & BLDGS COMMN REVS BDS | — | S | 02/02/2026 | 03/05/2026 | $250,001 - $500,000 | 0.99 | —0.00 | SellSell | Spouse | Feb 2, 2026 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 113 | SP | BAXTER INTERNATIONAL INC | — | P | 02/17/2026 | 03/05/2026 | $100,001 - $250,000 | 0.99 | BAX0.95 | BuyBuy | Spouse | Feb 17, 2026 | $100,001 - $250,000mid $175K | Stock | modelled |
| 114 | SP | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | — | P | 02/11/2026 | 03/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 115 | SP | HEALTHPEAK PROPERTIES [NC COM | — | P | 02/06/2026 | 03/05/2026 | $100,001 - $250,000 | 0.99 | —0.90 | BuyBuy | Spouse | Feb 6, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 116 | SP | NORTHERN [NTERMED TAX EXEMPT FUND | — | P | 02/11/2026 | 03/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 11, 2026 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |
| 117 | SP | GENUINE PARTS CO | — | P | 02/20/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | GPC0.95 | BuyBuy | Spouse | Feb 20, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 118 | SP | CVS HEALTH CORPORATION | — | P | 02/20/2026 | 03/05/2026 | $15,001 - $50,000 | 0.99 | CVS0.95 | BuyBuy | Spouse | Feb 20, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 119 | SP | VISHAY INTERTECHNOLOGY INC | — | S | 02/12/2026 | 03/05/2026 | $15,001 - $50,000 | 0.98 | VSH0.95 | SellSell | Spouse | Feb 12, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 120 | SP | MURPHY OIL CORP | — | S | 02/20/2026 | 03/05/2026 | $50,001 - $100,000 | 0.99 | MUR0.95 | SellSell | Spouse | Feb 20, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 121 | SP | HUMANA INC | — | S | 02/17/2026 | 03/05/2026 | $50,001 - $100,000 | 0.99 | HUM0.95 | SellSell | Spouse | Feb 17, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 122 | SP | ALEXANDRIA REAL.ESTATE EQU1TIES | — | S | 02/06/2026 | 03/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Feb 6, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 123 | SP | NORTHERN INTERMED TAX EXEMPT FUND | — | P | 02/19/2026 | 03/05/2026 | Over $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Feb 19, 2026 | Over $1,000,000mid $1M | Mutual fund | Reviewnot modelled |