Official filing metadata
- Filer (as printed)
- Hon. Michael T. McCaul
- Office (as printed)
- TX10
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 4, 2026
- Filing year
- 2026
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 86
- 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
- 228
REVIEW OCR 4p, rotation [0]: 86 rows from 4 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 · 86
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 | OHIOSTWTRDEVAUTHREVWTRDEVREVBDS | — | P | 04/09/2026 | 05/02/2026 | $250,001 - $500,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 9, 2026 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 2 | SP | VIRGINIA COLLEGE BLDG AUTH VA EDL | — | P | 04/08/2026 | 05/02/2026 | $250,001 - $500,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 8, 2026 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 3 | SP | UNIVERSITY HOUSTON TEX UNIV REVS | — | P | 04/07/2026 | 05/02/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 7, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 4 | SP | INDIANAPOLIS IND WTR SYS REV REF REV BDS | — | P | 04/24/2026 | 05/02/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 5 | SP | CONNECTICUT ST SPL TAX OBLIG REV SPL | — | P | 04/29/2026 | 05/02/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 29, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 6 | SP | IACKSONCNTYMOSPLOBLIGSPLOBLIGBDS | — | P | 04/15/2026 | 05/02/2026 | $100,001 - $250,000 | 0.94 | —0.00 | BuyBuy | Spouse | Apr 15, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 7 | SP | LONG BEACH CALIF UNI SCH DIST GO BDS | — | P | 04/13/2026 | 05/02/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 13, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 8 | SP | IOWA ST SPL OBLIG IJOB PROG SPL OBLIG | — | P | 04/08/2026 | 05/02/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 8, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 9 | SP | CALIFORNIA INFRASTRUCTURE | — | P | 04/07/2026 | 05/02/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 7, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 10 | SP | ALLIANCE LAUNDRY HLDGS INC | — | P | 04/16/2026 | 05/02/2026 | $50,001 - $100,000 | 0.99 | ALH0.95 | BuyBuy | Spouse | Apr 16, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 11 | SP | INSIGHT ENTERPRISES INC | — | P | 04/23/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | NSIT0.95 | BuyBuy | Spouse | Apr 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 12 | SP | Mays-Allocate LP | — | P | 04/08/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 8, 2026 | $15,001 - $50,000mid $32.5K | Other | not modelled |
| 13 | SP | Mays-Allocate 2025 LP | — | P | 04/03/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 3, 2026 | $15,001 - $50,000mid $32.5K | Other | not modelled |
| 14 | SP | EQT CORP COM | — | P | 04/09/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | EQT0.95 | BuyBuy | Spouse | Apr 9, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 15 | SP | ONEMAIN HLDGS INC | — | P | 04/09/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | OMF0.95 | BuyBuy | Spouse | Apr 9, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 16 | SP | EQTCORPCOM | — | P | 04/24/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | EQT0.92 | BuyBuy | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 17 | SP | Mays-Allocate LP | — | P | 04/27/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 27, 2026 | $15,001 - $50,000mid $32.5K | Other | not modelled |
| 18 | SP | TERADYNE INC | — | P | 04/29/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | TER0.95 | BuyBuy | Spouse | Apr 29, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 19 | SP | HURONCONSULTING GROUPINC | — | P | 04/23/2026 | 05/02/2026 | $15,001 - $50,000 | 0.97 | HURN0.92 | BuyBuy | Spouse | Apr 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 20 | SP | KEYSIGHT TECHNOLOGIES INC | — | P | 04/17/2026 | 05/02/2026 | $15,001 - $50,000 | 0.97 | KEYS0.95 | BuyBuy | Spouse | Apr 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 21 | SP | S&P GLOBAL INC | — | P | 04/01/2026 | 05/02/2026 | $1,001 - $15,000 | 0.96 | SPGI0.95 | BuyBuy | Spouse | Apr 1, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | SP | Mays-Allacate LP | — | P | 04/20/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 20, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 23 | SP | DANAHER CORPORATION COM | — | P | 04/28/2026 | 05/02/2026 | $1,001 - $15,000 | 0.94 | DHR0.95 | BuyBuy | Spouse | Apr 28, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | SP | EQT CORP COM | — | P | 04/23/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | EQT0.95 | BuyBuy | Spouse | Apr 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | SP | EVERPURE, INC. CLASS A | — | P | 04/27/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | P0.95 | BuyBuy | Spouse | Apr 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | SP | SIEMENSENERGYAGSPONADS | — | P | 04/27/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 27, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 27 | SP | SAP ADR | — | P | 04/20/2026 | 05/02/2026 | $1,001 - $15,000 | 0.96 | SAP0.95 | BuyBuy | Spouse | Apr 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | SP | ARTHUR J. GALLAGHER & CO. | — | P | 04/06/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | AJG0.95 | BuyBuy | Spouse | Apr 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | SP | WORKDAYINCCOMCLA | — | P | 04/20/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | WDAY0.92 | BuyBuy | Spouse | Apr 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | SP | MASTERCARDINCORPORATEDCLA | — | P | 04/17/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | MA0.92 | BuyBuy | Spouse | Apr 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | SP | S&P GLOBAL INC COM | — | P | 04/14/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | SPGI0.95 | BuyBuy | Spouse | Apr 14, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | SP | INTUIT INC | — | P | 04/02/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | INTU0.95 | BuyBuy | Spouse | Apr 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | SP | MASTERCARD INCORPORATED CL A | — | P | 04/01/2026 | 05/02/2026 | $1,001 - $15,000 | 0.98 | MA0.95 | BuyBuy | Spouse | Apr 1, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | SP | METAPLATFORMSINCCLASSA | — | P | 04/17/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | META0.92 | BuyBuy | Spouse | Apr 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | SP | REDDIT INC CL A | — | P | 04/17/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | RDDT0.95 | BuyBuy | Spouse | Apr 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | SP | ARTHUR J. GALLAGHER & CO. ISIN #US3635761097 SEDOL #BD1QWJ0 | — | P | 04/07/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 7, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 37 | SP | INtuIT INC | — | P | 04/20/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | INTU0.95 | BuyBuy | Spouse | Apr 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | SP | S&P GLOBAL INC | — | P | 04/28/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | SPGI0.95 | BuyBuy | Spouse | Apr 28, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | SP | S&PGLOBALINC COM | — | P | 04/20/2026 | — | $1,001 - $15,000 | 0.99 | SPGI0.92 | BuyBuy | Spouse | Apr 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | SP | MASTERCARD INCORPORATEDCLA | — | P | 04/28/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | MA0.95 | BuyBuy | Spouse | Apr 28, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | SP | WORKDAY INC CLA | — | P | 04/23/2026 | 05/02/2026 | $1,001 - $15,000 | 0.97 | WDAY0.95 | BuyBuy | Spouse | Apr 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | SP | Mays-Allocate LP | — | P | 04/14/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 14, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 43 | SP | Mays-Allocate 2025 LP | — | P | 04/24/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 24, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 44 | SP | WORKDAY INC CLA | — | P | 04/28/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | WDAY0.95 | BuyBuy | Spouse | Apr 28, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | SP | INTUIT INC | — | P | 04/29/2026 | 05/02/2026 | $1,001 - $15,000 | 0.98 | INTU0.95 | BuyBuy | Spouse | Apr 29, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | SP | ESTEE LAUDER COMPANIES INC CLASS A | — | P | 04/08/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | EL0.95 | BuyBuy | Spouse | Apr 8, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | SP | ESTEE LAUDER COMPANIES INC COM USDO.O1 CLASS A | — | P | 04/09/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 9, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 48 | SP | ESTEELAUDERCOMPANIESINCCLASSA | — | P | 04/01/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | EL0.92 | BuyBuy | Spouse | Apr 1, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | SP | Mays-Allocate 2025 LP | — | P | 04/29/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 29, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 50 | SP | HUMANA INC | — | P | 04/10/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | HUM0.95 | BuyBuy | Spouse | Apr 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | SP | MASTERCARDINCORPORATEDCLA | — | S | 04/27/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | MA0.92 | SellSell | Spouse | Apr 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | SP | ASML HOLDING NV EURO | — | S | 04/17/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 17, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 53 | SP | BAYERAG SPONADR | — | S | 04/15/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 15, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 54 | SP | ASML HOLDING NV EURO | — | S | 04/06/2026 | 05/02/2026 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Spouse | Apr 6, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 55 | SP | WOODWARD INC COM | — | S | 04/22/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | WWD0.95 | SellSell | Spouse | Apr 22, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | SP | WOODWARD INC COM | — | S | 04/02/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | WWD0.95 | SellSell | Spouse | Apr 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | SP | WOODWARD INC COM | — | S | 04/13/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | WWD0.95 | SellSell | Spouse | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | SP | BAYER AG SPONADR | — | S | 04/08/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 8, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 59 | SP | SHELL PLC SPON ADS | — | S | 04/23/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Apr 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 60 | SP | AERCAP HOLDINGS N.V. EURO.O1 | — | S | 04/10/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 10, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 61 | SP | FAIRISAACCORP | — | S | 04/22/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | FICO0.92 | SellSell | Spouse | Apr 22, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | SP | VULCAN MATERIALS CO | — | S | 04/29/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | VMC0.95 | SellSell | Spouse | Apr 29, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | SP | VISA INC | — | S | 04/27/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | V0.95 | SellSell | Spouse | Apr 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | SP | AERCAP HOLDINGS N.V. EURO | — | S | 04/30/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 65 | SP | CONOCOPHILLIPS COM | — | S | 04/01/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | COP0.95 | SellSell | Spouse | Apr 1, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | SP | BAYER AG SPON ADR | — | S | 04/23/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 67 | SP | GE VERNOVA INC | — | S | 04/29/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | GEV0.95 | SellSell | Spouse | Apr 29, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 68 | SP | CTS CORP | — | S | 04/23/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | CTS0.98 | SellSell | Spouse | Apr 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 69 | SP | SHELL PLC SPON ADS | — | S | 04/24/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.90 | SellSell | Spouse | Apr 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 70 | SP | AON PLC SHS CLA COM USDO.01 | — | S | 04/06/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 6, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 71 | SP | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | — | S | 04/21/2026 | 05/02/2026 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Spouse | Apr 21, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 72 | SP | SHELL PLC SPON ADS | — | S | 04/07/2026 | 05/02/2026 | $15,001 - $50,000 | 0.98 | —0.90 | SellSell | Spouse | Apr 7, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 73 | SP | INTUIT INC | — | S | 04/17/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | INTU0.95 | SellSell | Spouse | Apr 17, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 74 | SP | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC : | — | S | 04/02/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 2, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 75 | SP | ARROW ELECTRONICS INC | — | S | 04/23/2026 | 05/02/2026 | $50,001 - $100,000 | 0.99 | ARW0.95 | SellSell | Spouse | Apr 23, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 76 | SP | APPLIEDINDUSTRIALTECHNOLOGIESINC | — | S | 04/09/2026 | 05/02/2026 | $50,001 - $100,000 | 0.99 | AIT0.92 | SellSell | Spouse | Apr 9, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 77 | SP | NEBRASKA INVT FIN AUTH SINGLE FAMILY | — | S | 04/14/2026 | 05/02/2026 | $500,001 - $1,000,000 | 0.99 | —0.00 | SellSell | Spouse | Apr 14, 2026 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 78 | SP | CENCORAINCCOM | — | S | 04/30/2026 | 05/02/2026 | $100,001 - $250,000 | 0.99 | COR0.92 | SellSell | Spouse | Apr 30, 2026 | $100,001 - $250,000mid $175K | Stock | modelled |
| 79 | SP | STATE STREET SPDR S&P 5OO ETF UNITS | — | P | 04/30/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 30, 2026 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 80 | SP | CLIFFWATER ENHANCED LENDING FUND INSTL | — | P | 04/02/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 2, 2026 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 81 | SP | NORTHERN INTERMED TAX EXEMPT FUND | — | P | 04/23/2026 | 05/02/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 23, 2026 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |
| 82 | SP | STATE STREET SPDR S&P SOO ETF UNITS | — | P | 04/30/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 30, 2026 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 83 | SP | CLIFFWATER CORPORATE LENDING FUND I | — | P | 04/02/2026 | 05/02/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 2, 2026 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 84 | SP | CLIFFWATER ENHANCED LENDING FUND INSTL | — | P | 04/02/2026 | 05/02/2026 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Spouse | Apr 2, 2026 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 85 | SP | STATESTREET SPDR S&P SOO ETF UNITS | — | P | 04/30/2026 | 05/02/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 30, 2026 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 86 | — | — OCR: asset missing | — | S | 04/28/2026 | 05/02/2026 | $50,001 - $100,000 | 0.30 | —0.00 | SellSell | Self | Apr 28, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |