Official filing metadata
- Filer (as printed)
- Hon. Michael T. McCaul
- Office (as printed)
- TX10
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jul 7, 2025
- Filing year
- 2025
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 177
- 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
- 705
REVIEW OCR 8p, rotation [90]: 177 rows from 8 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 · 177
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 | IDIRECTPRIVATE CREDIT FUND LP | — | P | 06/02/2025 | — | $500,001 - $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 2, 2025 | $500,001 - $1,000,000mid $750K | Mutual fund | not modelled |
| 2 | SP | HARRIS CNTY TEX FLOOD | — | P | 06/17/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 17, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 3 | SP | MAYS-ALLOCATE | — | P | 06/26/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 26, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 4 | SP | RCPDIRECT V LP | — | P | 06/25/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 25, 2025 | $50,001 - $100,000mid $75K | Other | not modelled |
| 5 | SP | BROADCOM INC | — | P | 06/06/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | AVGO0.95 | BuyBuy | Spouse | Jun 6, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 6 | SP | ASMl HoldING NV | — | P | 06/09/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | ASML0.95 | BuyBuy | Spouse | Jun 9, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 7 | SP | CDNNECTICUT ST SPL TAX | — | P | 06/26/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 8 | SP | LKCM HEADWATER INVESTMENTS IV LP | — | P | 06/13/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 13, 2025 | $50,001 - $100,000mid $75K | Other | not modelled |
| 9 | SP | DANAHER CORP | — | P | 06/20/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | DHR0.95 | BuyBuy | Spouse | Jun 20, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 10 | SP | CONNECTICUT ST SPL TAX | — | P | 06/26/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 11 | SP | DEXCOM INC | — | P | 06/02/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | DXCM0.95 | BuyBuy | Spouse | Jun 2, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 12 | SP | BROADCOM INC | — | P | 06/09/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | AVGO0.95 | BuyBuy | Spouse | Jun 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 13 | SP | DANAHER CORP | — | P | 06/26/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | DHR0.95 | BuyBuy | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 14 | SP | ASML HOLDING NV | — | P | 06/18/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | ASML0.95 | BuyBuy | Spouse | Jun 18, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 15 | SP | ASML HOLDING NV | — | P | 06/23/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | ASML0.95 | BuyBuy | Spouse | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 16 | SP | ALLEGHENY CNTY PA GO NTS | — | P | 06/13/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 13, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 17 | SP | MAYS-ALLOCATE 2025 LP | — | P | 06/25/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 25, 2025 | $15,001 - $50,000mid $32.5K | Other | not modelled |
| 18 | SP | MAYS-ALLOCATE | — | P | 06/11/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 11, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 19 | SP | ASML HOLDING NV | — | P | 06/13/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | ASML0.95 | BuyBuy | Spouse | Jun 13, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 20 | SP | ASML HOLDING NV | — | P | 06/12/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | ASML0.95 | BuyBuy | Spouse | Jun 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 21 | SP | MAYS-AILLOCATE | — | P | 06/03/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 3, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 22 | SP | LENNAR CORP-A | — | P | 06/26/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | —0.90 | BuyBuy | Spouse | Jun 26, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 23 | SP | ASML HOLDING NV | — | P | 06/26/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | ASML0.95 | BuyBuy | Spouse | Jun 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | SP | DANAHER CORP | — | P | 06/30/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | DHR0.95 | BuyBuy | Spouse | Jun 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | SP | MAYS-AlLOCATE 2G25 LP | — | P | 06/10/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 10, 2025 | $1,001 - $15,000mid $8K | Other | not modelled |
| 26 | SP | LEWS & CLARK AGRIFOOD FUND I LP | — | P | 06/30/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 30, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 27 | SP | U.S. TREASURY BIlL | — | P | 06/03/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 3, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 28 | SP | U.S. TREASURY BILL | — | P | 06/17/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 17, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 29 | SP | ALPhaBet inC-CL A | — | S | 06/09/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Jun 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 30 | SP | ALPHaBET inC-CL C | — | S | 06/09/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Jun 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 31 | SP | GE VERNOVA INC | — | S | 06/10/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | GEV0.95 | SellSell | Spouse | Jun 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | SP | GE vERNOVA INC | — | S | 06/12/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | GEV0.95 | SellSell | Spouse | Jun 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | SP | GE VERNOVA INC | — | S | 06/11/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | GEV0.95 | SellSell | Spouse | Jun 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | SP | PROSuS nV | — | S | 06/03/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | PROSY0.95 | SellSell | Spouse | Jun 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | SP | AlPhabet Inc-cL A | — | S | 06/16/2025 | 07/05/2025 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | SP | Ge vernova Inc | — | S | 06/20/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | GEV0.95 | SellSell | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | SP | META PLATFORMS INC-CLASS A | — | S | 06/09/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | META0.92 | SellSell | Spouse | Jun 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | SP | GE VERNOVA INC | — | S | 06/23/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | GEV0.95 | SellSell | Spouse | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | SP | ALPHaBET INC-CL C | — | S | 06/16/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | SP | Aon PlC-class A | — | S | 06/16/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | AON0.95 | SellSell | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | SP | WELLS FARGO & CO | — | S | 06/30/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | WFC0.95 | SellSell | Spouse | Jun 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | SP | GE VERNOVA INC | — | S | 06/16/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | GEV0.95 | SellSell | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | SP | PtC inC OCR: low text confidence | — | S | 06/16/2025 | — | $1,001 - $15,000 | 0.60 | PTC0.98 | SellSell | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 44 | SP | SAP SE | — | S | 06/09/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | SAP0.95 | SellSell | Spouse | Jun 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | SP | WELLS FARGO & CO | — | S | 06/16/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | WFC0.95 | SellSell | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | SP | META PLATFORMS INC | — | S | 06/09/2025 | — | $1,001 - $15,000 | 0.99 | META0.95 | SellSell | Spouse | Jun 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | SP | SYNOPSYS INC | — | S | 06/09/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | SNPS0.95 | SellSell | Spouse | Jun 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | SP | MARTIN MARIETTA MATERIALS | — | S | 06/16/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | MLM0.95 | SellSell | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | SP | GE VERNOvA LLC OCR: low text confidence | — | S | 06/06/2025 | 07/05/2025 | $1,001 - $15,000 | 0.60 | GEV0.95 | SellSell | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 50 | SP | VULCAN MATERIALS CO | — | S | 06/16/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | VMC0.95 | SellSell | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | SP | AUTODESK INC DEL PVSO.01 | — | S | 06/06/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 6, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 52 | SP | HOWMET AEROSPACE INC | — | S | 06/09/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | HWM0.95 | SellSell | Spouse | Jun 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | SP | HoWMET AERosPace Inc | — | S | — | 07/05/2025 | $1,001 - $15,000 | 0.99 | HWM0.95 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 54 | SP | HIlTon WorldwIde HoLdingS In | — | S | 06/16/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | HLT0.95 | SellSell | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | SP | SYnoPSYS INc OCR: low text confidence | — | S | 06/16/2025 | 07/05/2025 | $1,001 - $15,000 | 0.60 | SNPS0.95 | SellSell | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 56 | SP | AERCAP HOLDINGS NV | — | S | 06/12/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | AER0.95 | SellSell | Spouse | Jun 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | SP | LBERTY BROADBAND-C | — | S | 06/16/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | —0.82 | SellSell | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 58 | SP | META PLATFORMS INC-CLASS A | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | META0.92 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 59 | SP | SAFrAN SA | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | SAFRY0.95 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 60 | SP | ASML'HOLDING NV | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | ASML0.95 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 61 | SP | Ge VernovA Llc | — | S | 06/27/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | GEV0.95 | SellSell | Spouse | Jun 27, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 62 | SP | INTUIT INC | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | INTU0.95 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 63 | SP | Prosus nv | — | S | 06/02/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | PROSY0.95 | SellSell | Spouse | Jun 2, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 64 | SP | CHARTER COMMUNIcATIoNS INe-A | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | —0.90 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 65 | SP | CaDENCE DESIGN sYS INC | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | —0.81 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 66 | SP | NETFLX COM INC | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | —0.83 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 67 | SP | BOOKING HLDgS INC | — | S | — | 07/05/2025 | $15,001 - $50,000 | 0.99 | BKNG0.95 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 68 | SP | ABBoTt laBS | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 69 | SP | SAP SE | — | S | 06/16/2025 | — | $15,001 - $50,000 | 0.99 | SAP0.95 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 70 | SP | DExCOM INC | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | DXCM0.95 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 71 | SP | MASTERCARD INC | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | MA0.95 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 72 | SP | GE AEROSPACE | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 73 | SP | HOWMET AERoSPace INC | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | HWM0.95 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 74 | SP | AUTODESK INC DEL PVS0.01 | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 75 | SP | CORE & MAIN INC COMCL A | — | S | 06/04/2023 | 07/05/2025 | $15,001 - $50,000 | 0.99 | —0.90 | SellSell | Spouse | Jun 4, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 76 | SP | MICROSOFT CORP | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | MSFT0.95 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 77 | SP | Robert Hatf International Inc. | — | S | 06/11/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 11, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 78 | SP | Synopsys inc | — | S | 06/27/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | SNPS0.95 | SellSell | Spouse | Jun 27, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 79 | SP | WCodwaRd Inc | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 80 | SP | GENPACT LTD | — | S | 06/09/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | G0.95 | SellSell | Spouse | Jun 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 81 | SP | TAIWAN SEMICONDUCTOR | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 82 | SP | LENNAR CoRP-A | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | —0.90 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 83 | SP | ALCOA CORP | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | AA0.95 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 84 | SP | NOVO NORDISK A S ADR | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | NVO0.95 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 85 | SP | ViSa inc cl a ShRs | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 86 | SP | ELEVaNCE HEaLTH INC OCR: low text confidence | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.60 | ELV0.95 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 87 | SP | GE VERNOVA LLC | — | S | 06/02/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | GEV0.95 | SellSell | Spouse | Jun 2, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 88 | SP | META PLATFoRMS iNC | — | S | 06/06/2025 | — | $15,001 - $50,000 | 0.99 | META0.95 | SellSell | Spouse | Jun 6, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 89 | SP | CAPITAL ONE FINANCIAL CORP | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | COF0.95 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 90 | SP | DYnatracE Inc REg SHs | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | DT0.95 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 91 | SP | FISERV INC WISC PV 1CT | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 92 | SP | ESTEE LAUDER COMPANIES-CL A | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | EL0.95 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 93 | SP | AMAZON.COM INC | — | S | 06/16/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | AMZN0.92 | SellSell | Spouse | Jun 16, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 94 | SP | BAYEr AG | — | S | 06/16/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 16, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 95 | SP | AERCAP HOLDINGS NV | — | S | 06/16/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | AER0.95 | SellSell | Spouse | Jun 16, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 96 | SP | CADENCE DESIGN SYS INC | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | —0.81 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 97 | SP | UBER TECHNOLOGIES INC | — | S | 06/16/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | UBER0.95 | SellSell | Spouse | Jun 16, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 98 | SP | LONDON STOCK EXCHG | — | S | 06/16/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 16, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 99 | SP | HuMAnA INC | — | S | 06/16/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | HUM0.95 | SellSell | Spouse | Jun 16, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 100 | SP | SheLL PLC | — | S | 06/16/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | SHEL0.95 | SellSell | Spouse | Jun 16, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 101 | SP | CONNEcTICu St SPL TAx | — | S | 06/30/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 30, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 102 | SP | ABBOTT LAbS | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 103 | SP | FORTINET INC | — | S | 06/16/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | FTNT0.95 | SellSell | Spouse | Jun 16, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 104 | SP | NetflIx coM Inc OCR: low text confidence | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.60 | NFLX0.95 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 105 | SP | BOOKING HLDGS INC | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | BKNG0.95 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 106 | SP | MaSTercard INc | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | MA0.95 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 107 | SP | GE VERNOVA lLC | — | S | 06/16/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | GEV0.95 | SellSell | Spouse | Jun 16, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 108 | SP | DexcoOm INC | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | —0.83 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 109 | SP | GE AEROSPACE | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 110 | SP | HOWMET AEROSPACE INC | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | HWM0.95 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 111 | SP | WORKDAY INC-CLASS A | — | S | 06/16/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | WDAY0.95 | SellSell | Spouse | Jun 16, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 112 | SP | Intuit inc | — | S | 06/16/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | INTU0.95 | SellSell | Spouse | Jun 16, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 113 | SP | NOVO NORdISK A S AdR | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | NVO0.95 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 114 | SP | AUTODESK INC DEL PVSO.01 | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 115 | SP | COMCAST CORP-CLASS A | — | S | 06/16/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | CMCSA0.92 | SellSell | Spouse | Jun 16, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 116 | SP | ALPHaBET INC SHS CL A | — | S | 06/16/2025 | 07/05/2025 | $50,001 - $100,000 | 0.96 | —0.90 | SellSell | Spouse | Jun 16, 2025 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 117 | SP | UNITEDHEAL TH GROUP INC | — | S | 06/16/2025 | 07/05/2025 | $50,001 - $100,000 | 0.97 | UNH0.92 | SellSell | Spouse | Jun 16, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 118 | SP | ViSA InC cL A ShRS | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Stock | not modelled |
| 119 | SP | ARISTA NETWORKS INC REG | — | S | 06/16/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | ANET0.95 | SellSell | Spouse | Jun 16, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 120 | SP | DENVER CoLO CITY-CNTY | — | S | 06/25/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 25, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 121 | SP | DYNATRAcE INc REG sHS | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | DT0.95 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 122 | SP | MEta PLatFORMS InC | — | S | 06/16/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | META0.95 | SellSell | Spouse | Jun 16, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 123 | SP | CONOCOPHILLIPs | — | S | 06/16/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | COP0.95 | SellSell | Spouse | Jun 16, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 124 | SP | FISERV iINC WISC PV ICT | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 125 | SP | AMAZON COM INC COM | — | S | 06/16/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | AMZN0.95 | SellSell | Spouse | Jun 16, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 126 | SP | UBER TEChNOLOGiES INC | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | UBER0.95 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 127 | SP | MICROSOFT CORP | — | S | 06/16/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | MSFT0.95 | SellSell | Spouse | Jun 16, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 128 | SP | KING WA SDHA1D SNQUALMIE | — | S | 06/23/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 23, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 129 | SP | fortinet iNc | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | FTNT0.95 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 130 | SP | BROADCOM INC | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.94 | AVGO0.95 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 131 | SP | DES MOINES IOWA AREA | — | S | 06/02/2025 | — | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 2, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 132 | SP | Intuit inc OCR: low text confidence | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.60 | INTU0.95 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Stock | Reviewmodelled |
| 133 | SP | NVIDIA | — | S | 06/16/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | NVDA0.95 | SellSell | Spouse | Jun 16, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 134 | SP | ALPHadet inc ShS CL A | — | S | 06/27/2025 | 07/05/2025 | $250,001 - $500,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 27, 2025 | $250,001 - $500,000mid $375K | Stock | not modelled |
| 135 | SP | ARISTA NETWORKS INc REG | — | S | 06/27/2025 | 07/05/2025 | $250,001 - $500,000 | 0.99 | ANET0.95 | SellSell | Spouse | Jun 27, 2025 | $250,001 - $500,000mid $375K | Stock | modelled |
| 136 | SP | META PLATFORMS INC | — | S | 06/27/2025 | 07/05/2025 | $250,001 - $500,000 | 0.99 | META0.95 | SellSell | Spouse | Jun 27, 2025 | $250,001 - $500,000mid $375K | Stock | modelled |
| 137 | SP | AmAZoN coM INc coM | — | S | 06/27/2025 | 07/05/2025 | $250,001 - $500,000 | 0.99 | AMZN0.95 | SellSell | Spouse | Jun 27, 2025 | $250,001 - $500,000mid $375K | Stock | modelled |
| 138 | SP | MICROSOFT CORP | — | S | 06/27/2025 | 07/05/2025 | $250,001 - $500,000 | 0.99 | MSFT0.95 | SellSell | Spouse | Jun 27, 2025 | $250,001 - $500,000mid $375K | Stock | modelled |
| 139 | SP | Nvidta. | — | S | 06/27/2025 | 07/05/2025 | $500,001 - $1,000,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 27, 2025 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 140 | SP | NUCOR CORPORATION | — | P | 06/16/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | NUE0.95 | BuyBuy | Spouse | Jun 16, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 141 | SP | HUMaNA INC OCR: low text confidence | — | P | 06/20/2025 | 07/05/2025 | $100,001 - $250,000 | 0.60 | HUM0.95 | BuyBuy | Spouse | Jun 20, 2025 | $100,001 - $250,000mid $175K | Stock | Reviewmodelled |
| 142 | SP | CHEVRON CORP | — | P | 06/05/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | CVX0.95 | BuyBuy | Spouse | Jun 5, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 143 | SP | FEDEX CORP DELAWARE COM | — | P | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 144 | SP | MURPHY OIL CORP | — | P | 06/05/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | MUR0.95 | BuyBuy | Spouse | Jun 5, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 145 | SP | GLOBAL PMTS INC GEORGIA | — | S | 06/27/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | —0.90 | SellSell | Spouse | Jun 27, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 146 | SP | LPL FINANCIAL HOLDINGS | — | S | 06/27/2025 | 07/05/2025 | $15,001 - $50,000 | 0.99 | LPLA0.95 | SellSell | Spouse | Jun 27, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 147 | SP | SENSATA TECHNOLOGIES | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | ST0.95 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 148 | SP | Sun commntys Inc. | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 149 | SP | CACI INTL INC CLA | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | CACI0.95 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 150 | SP | STANLEY BLACX & DECKER | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | —0.86 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 151 | SP | INTEL CORP | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | INTC0.95 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 152 | SP | MurPHY OIL coRp | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | MUR0.95 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 153 | SP | VIShAY INTErTEchNLGY | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | —0.86 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 154 | SP | LAS 'VEGAS SANDS CORP | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | LVS0.92 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 155 | SP | ALLY FINL.INC | — | S | 06/27/2025 | 07/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 27, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 156 | SP | HUNAANAINC | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 157 | SP | GENUINE PARTS CD | — | S | 06/27/2025 | — | $100,001 - $250,000 | 0.99 | —0.90 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Bond | Reviewnot modelled |
| 158 | SP | TAPESTRY INC OCR: low text confidence | — | S | — | 07/05/2025 | $100,001 - $250,000 | 0.60 | TPR0.95 | SellSell | Spouse | — | $100,001 - $250,000mid $175K | Stock | Reviewnot modelled |
| 159 | SP | UNITED THERAPEUTICS CORP | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | UTHR0.95 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 160 | SP | NUCOR CORPORATION | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | NUE0.95 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 161 | SP | Doular tree inc | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | —0.82 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 162 | SP | KrAFt (THE) HEINZ Co SHS | — | S | 06/16/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | KHC0.95 | SellSell | Spouse | Jun 16, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 163 | SP | DOW INC REG | — | S | 06/05/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | DOW0.95 | SellSell | Spouse | Jun 5, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 164 | SP | TYSON FOODS ING CL A | — | S | 06/27/2025 | — | $100,001 - $250,000 | 0.99 | —0.90 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Stock | Reviewnot modelled |
| 165 | ? | CHEVRON CORP OCR: owner unreadable | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.60 | CVX0.95 | SellSell | Unknown | Jun 27, 2025 | $100,001 - $250,000mid $175K | Stock | Reviewmodelled |
| 166 | SP | MERCE AND GO InC SHS | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 167 | SP | DOMINION ENERGY INC | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | D0.95 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 168 | SP | CVs heaLth CoORP | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | —0.90 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 169 | SP | IntL BusIness MachInes | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | IBM0.95 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 170 | SP | CI'iGROUP INC COm NEW OCR: date order, date uncertain | — | S | 06/27/2025 | 01/05/2025 | $100,001 - $250,000 | 0.60 | —0.00 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 171 | SP | CENCORA INC: | — | S | — | 07/05/2025 | $100,001 - $250,000 | 0.99 | COR0.95 | SellSell | Spouse | — | $100,001 - $250,000mid $175K | Stock | Reviewnot modelled |
| 172 | SP | ALLsTATE CORP DEL. COM | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | —0.90 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 173 | SP | EQUITABLE HOLDINGS INC | — | S | 06/27/2025 | — | $100,001 - $250,000 | 0.99 | EQH0.95 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 174 | SP | AT&T INC | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | T0.95 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 175 | SP | NAT FUEL GAS CO NU S1 | — | S | 06/27/2025 | 07/05/2025 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Jun 27, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 176 | SP | VANGUARD LONG TERM TAX | — | P | 06/02/2025 | 07/05/2025 | $1,001 - $15,000 | 0.99 | —0.81 | BuyBuy | Spouse | Jun 2, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 177 | SP | Cuffwater Corparate Lendlng Fund | — | P | 06/23/2025 | — | $1,000,001 - $5,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 23, 2025 | $1,000,001 - $5,000,000mid $3M | Mutual fund | not modelled |