Official filing metadata
- Filer (as printed)
- Hon. Michael T. McCaul
- Office (as printed)
- TX10
- Chamber
- House
- Filing type
- ptr
- Filing date
- Oct 14, 2026
- Filing year
- 2026
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 91
- Parser version
- ocr_grid_v1
- First seen
- Oct 17, 2026 05:12 UTC
- Fetched
- Oct 17, 2026
- Parsed
- Oct 17, 2026
- Internal id
- 4674
OCR 4p, rotation [0, 90]: 91 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 · 91
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 | CH Private Equity 2025 Fund LP | — | P | 08/28/2026 | 09/05/2026 | $500,001 - $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 28, 2026 | $500,001 - $1,000,000mid $750K | Mutual fund | not modelled |
| 2 | SP | BLACKSTONE PRIVATE EQUITY STRATEGIES FUND LP CLASS I | — | P | 08/20/2026 | 09/05/2026 | $500,001 - $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 20, 2026 | $500,001 - $1,000,000mid $750K | Mutual fund | not modelled |
| 3 | SP | KKR PRIVATE EQUITY CONGLOMERATE LLC CLASSI | — | P | 08/21/2026 | 09/05/2026 | $500,001 - $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 21, 2026 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 4 | SP | TPGPRIVATEEQUITYOPPORTUNITIESLPCLASSI | — | P | 08/05/2026 | 09/05/2026 | $500,001 - $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 5, 2026 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 5 | SP | NORTH TEX MUN WTR DIST TEX WTR SYS | — | P | 08/10/2026 | 09/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 10, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 6 | SP | ARKANSAS ST GO REF | — | P | 08/18/2026 | 09/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 18, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 7 | SP | NEWYORKSTMTG AGYHOMEOWNERMTG REV | — | P | 08/03/2026 | 09/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 3, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 8 | SP | FAYETTEVILLE ARK SALES & USE TAX CAP | — | P | 08/24/2026 | 09/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 24, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 9 | SP | NEW JERSEY ST HSG & MTG FIN AGY | — | P | 08/13/2026 | 09/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 13, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 10 | SP | Mays Allocate 2025 LP | — | P | 08/10/2026 | 09/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 10, 2026 | $50,001 - $100,000mid $75K | Other | not modelled |
| 11 | SP | Linden Structured Capital Fd II | — | P | 08/26/2026 | 09/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 26, 2026 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |
| 12 | SP | VALVOLINE INC | — | P | 08/19/2026 | 09/05/2026 | $50,001 - $100,000 | 0.99 | VVV0.95 | BuyBuy | Spouse | Aug 19, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 13 | SP | Mays Allocate 2025 LP | — | P | 08/25/2026 | 09/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 25, 2026 | $50,001 - $100,000mid $75K | Other | not modelled |
| 14 | SP | Formentera Pattners Fund III LP | — | P | 08/26/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 26, 2026 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 15 | SP | FTI CONSULTING INC | — | P | 08/12/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | FCN0.95 | BuyBuy | Spouse | Aug 12, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 16 | SP | ALLIANCE LAUNDRY HLDGS INC | — | P | 08/10/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | ALH0.95 | BuyBuy | Spouse | Aug 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 17 | SP | LOUISIANA PACIFIC CORP | — | P | 08/20/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | LPX0.95 | BuyBuy | Spouse | Aug 20, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 18 | SP | HAYWARD HLDGS INC | — | P | 08/20/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | HAYW0.95 | BuyBuy | Spouse | Aug 20, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 19 | SP | MUELLER WATER PRODUCTSINC | — | P | 08/24/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | MWA0.92 | BuyBuy | Spouse | Aug 24, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 20 | SP | ALLIANCE LAUNDRY HLDGS INC | — | P | 08/21/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | ALH0.95 | BuyBuy | Spouse | Aug 21, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 21 | SP | TOWER SEMICONDUCTOR LTD | — | P | 08/07/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | TSEM0.95 | BuyBuy | Spouse | Aug 7, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 22 | SP | INTUITIVE SURGICAL INC | — | P | 08/07/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | ISRG0.95 | BuyBuy | Spouse | Aug 7, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 23 | SP | ASML HOLDING NV | — | P | 08/07/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | ASML0.95 | BuyBuy | Spouse | Aug 7, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 24 | SP | S&P GLOBALINC | — | P | 08/13/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | SPGI0.92 | BuyBuy | Spouse | Aug 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 25 | SP | Mays Allocate 2025 LP | — | P | 08/06/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 6, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 26 | SP | AMAZON COM | — | P | 08/28/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | AMZN0.95 | BuyBuy | Spouse | Aug 28, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | SP | S&P GLOBAL INC | — | P | 08/19/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | SPGI0.95 | BuyBuy | Spouse | Aug 19, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | SP | EQT CORP | — | P | 08/14/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | EQT0.98 | BuyBuy | Spouse | Aug 14, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | SP | EQT CORP | — | P | 08/05/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | EQT0.98 | BuyBuy | Spouse | Aug 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | SP | FORMFACTOR INC | — | P | 08/04/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | FORM0.95 | BuyBuy | Spouse | Aug 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | SP | Mays Allocate Lp | — | P | 08/14/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 14, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 32 | SP | INTUIT INC | — | P | 08/31/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | INTU0.95 | BuyBuy | Spouse | Aug 31, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | SP | FORMFACTOR INC | — | P | 08/05/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | FORM0.95 | BuyBuy | Spouse | Aug 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | SP | S&P GLOBAL INC | — | P | 08/27/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | SPGI0.95 | BuyBuy | Spouse | Aug 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | SP | INTUIT INC | — | P | 08/27/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | INTU0.95 | BuyBuy | Spouse | Aug 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | SP | Mays Allocate 2025 LP | — | P | 08/19/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 19, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 37 | SP | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS | — | P | 08/25/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | —0.90 | BuyBuy | Spouse | Aug 25, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 38 | SP | Mays Allocate Lp | — | P | 08/19/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 19, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 39 | SP | EQT CORP | — | P | 08/27/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | EQT0.98 | BuyBuy | Spouse | Aug 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | SP | AMAZON COM | — | P | 08/21/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | AMZN0.95 | BuyBuy | Spouse | Aug 21, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | SP | EQT CORP | — | P | 08/24/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | EQT0.98 | BuyBuy | Spouse | Aug 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | SP | AMAZON COM | — | P | 08/27/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | AMZN0.95 | BuyBuy | Spouse | Aug 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | SP | AMAZON COM | — | P | 08/20/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | AMZN0.95 | BuyBuy | Spouse | Aug 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | SP | AMAZON COM | — | P | 08/25/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | AMZN0.95 | BuyBuy | Spouse | Aug 25, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | SP | MOBILITY GLOBAL INC | — | P | 08/21/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | MBGL0.95 | BuyBuy | Spouse | Aug 21, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | SP | Mays Allacate 2025 LP | — | P | 08/03/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 3, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 47 | SP | Mays Allocate 2025 LP | — | P | 08/12/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 12, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 48 | SP | INTUIT INC | — | S | 08/13/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | INTU0.95 | SellSell | Spouse | Aug 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | SP | INTUIT INC | — | S | 08/14/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | INTU0.95 | SellSell | Spouse | Aug 14, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | SP | INTUIT INC | — | S | 08/20/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | INTU0.95 | SellSell | Spouse | Aug 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | SP | INTUIT INC | — | S | 08/25/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | INTU0.95 | SellSell | Spouse | Aug 25, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | SP | ARTHURJ GALLAGHER & CO | — | S | 08/25/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | AJG0.92 | SellSell | Spouse | Aug 25, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | SP | MASTERCARD INCORPORATED CLA | — | S | 08/25/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | MA0.95 | SellSell | Spouse | Aug 25, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | SP | SAP ADR | — | S | 08/17/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | SAP0.95 | SellSell | Spouse | Aug 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | SP | CONOCOPHILLIPS | — | S | 08/24/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | COP0.95 | SellSell | Spouse | Aug 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | SP | CONOCOPHILLIPS | — | S | 08/26/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | COP0.95 | SellSell | Spouse | Aug 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | SP | NETFLIX INC | — | S | 08/07/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | NFLX0.95 | SellSell | Spouse | Aug 7, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | SP | WORKDAY INC CLA | — | S | 08/25/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | WDAY0.95 | SellSell | Spouse | Aug 25, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | SP | SAP ADR | — | S | 08/18/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | SAP0.95 | SellSell | Spouse | Aug 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | SP | SAP ADR | — | S | 08/19/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | SAP0.95 | SellSell | Spouse | Aug 19, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | SP | SAP ADR | — | S | 08/21/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | SAP0.95 | SellSell | Spouse | Aug 21, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | SP | SAP ADR | — | S | 08/31/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | SAP0.95 | SellSell | Spouse | Aug 31, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | SP | WORKDAY INC CLA | — | S | 08/13/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | WDAY0.95 | SellSell | Spouse | Aug 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | SP | WORKDAY INC CL A | — | S | 08/27/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | WDAY0.95 | SellSell | Spouse | Aug 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | SP | WORKDAY INC CLA | — | S | 08/28/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | WDAY0.95 | SellSell | Spouse | Aug 28, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | SP | SAP ADR | — | S | 08/13/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | SAP0.95 | SellSell | Spouse | Aug 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | SP | CONOCOPHILLIPS | — | S | 08/05/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | COP0.95 | SellSell | Spouse | Aug 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | SP | VANGUARD MUN BD FDS TAX EXEMPT BD | — | S | 08/18/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Aug 18, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 69 | SP | CONOCOPHILLIPS | — | S | 08/14/2026 | 09/05/2026 | $1,001 - $15,000 | 0.99 | COP0.95 | SellSell | Spouse | Aug 14, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | SP | BOOKING HOLDINGS INC | — | S | 08/07/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | BKNG0.95 | SellSell | Spouse | Aug 7, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 71 | SP | ARISTA NETWORKS INC | — | S | 08/04/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | ANET0.95 | SellSell | Spouse | Aug 4, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 72 | SP | UBER TECHNOLOGIES INC | — | S | 08/07/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | UBER0.95 | SellSell | Spouse | Aug 7, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 73 | SP | REDDIT INC CL A | — | S | 08/07/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | RDDT0.95 | SellSell | Spouse | Aug 7, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 74 | SP | WORKDAY INC CLA | — | S | 08/20/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | WDAY0.95 | SellSell | Spouse | Aug 20, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 75 | SP | INSIGHT ENTERPRISES INC | — | S | 08/04/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | NSIT0.95 | SellSell | Spouse | Aug 4, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 76 | SP | HURON CONSULTING GROUP INC | — | S | 08/21/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | HURN0.95 | SellSell | Spouse | Aug 21, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 77 | SP | FORTUNE BRANDS INNOVATIONS INC CO | — | S | 08/19/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | FBIN0.95 | SellSell | Spouse | Aug 19, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 78 | SP | NORTHERN TAX ADVGT ULTRA SHRT FIXED INC | — | S | 08/04/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Aug 4, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 79 | SP | NORTHERN1NTERMEDTAXEXEMPTFUND | — | S | 08/04/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Aug 4, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 80 | SP | NORTHERN TAX ADVGT ULTRA SHRT FIXED INC | — | S | 08/18/2026 | 09/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Aug 18, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 81 | SP | INSIGHT ENTERPRISES INC | — | S | 08/03/2026 | 09/05/2026 | $50,001 - $100,000 | 0.99 | NSIT0.95 | SellSell | Spouse | Aug 3, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 82 | SP | FORTUNE BRANDS INNOVATIONS INC CO | — | S | 08/20/2026 | 09/05/2026 | $50,001 - $100,000 | 0.99 | FBIN0.95 | SellSell | Spouse | Aug 20, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 83 | SP | NORTHERN TAX ADVGT ULTRA SHRT FIXED INC | — | S | 08/18/2026 | 09/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Aug 18, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 84 | SP | NORTHERN INTERMED TAX EXEMPT FUND | — | S | 08/18/2026 | 09/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Aug 18, 2026 | $100,001 - $250,000mid $175K | Mutual fund | not modelled |
| 85 | SP | VANGUARD MUN BDFDSTAX EXEMPT BD | — | S | 08/18/2026 | 09/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Aug 18, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 86 | SP | FID ADV FLOATING RATE HIGH INCOME Z | — | S | 08/18/2026 | 09/05/2026 | $500,001 - $1,000,000 | 0.99 | —0.00 | SellSell | Spouse | Aug 18, 2026 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 87 | SP | ACCENTURE PLC | — | P | 08/25/2026 | 09/05/2026 | $50,001 - $100,000 | 0.99 | ACN0.95 | BuyBuy | Spouse | Aug 25, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 88 | SP | ACCENTURE PLC | — | P | 08/28/2026 | 09/05/2026 | $50,001 - $100,000 | 0.99 | ACN0.95 | BuyBuy | Spouse | Aug 28, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 89 | SP | MERCK &CO INC | — | S | 08/28/2026 | 09/05/2026 | $50,001 - $100,000 | 0.99 | MRK0.95 | SellSell | Spouse | Aug 28, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 90 | SP | NUCOR CORP | — | S | 08/25/2026 | 09/05/2026 | $50,001 - $100,000 | 0.99 | NUE0.95 | SellSell | Spouse | Aug 25, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 91 | SP | NORTHERN INTERMED TAX EXEMPT FUND | — | P | 08/24/2026 | 09/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 24, 2026 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |