John Boozman

Senator · AR · R

Current term Jan 3, 2023 – Jan 3, 2029 · In the Senate since Jan 5, 2011

Official website Contact form Biographical Directory

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.

← Senate chamber

John Boozman

Senator · AR · R

Current term Jan 3, 2023 – Jan 3, 2029 · In the Senate since Jan 5, 2011

Official website Contact form Biographical Directory

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Reports filed since Jan 1, 2025 with the Senate Office of Public Records (eFD), last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

287 reported transactions in 36 electronically filed reports; latest filed Oct 21, 2026.

Periodic Transaction Report · filed Oct 21, 2026 · Senate eFD

View original filing

Aptiv PLC Ordinary SharesAPTV

Stock

Transaction date: Sep 25, 2026Filed 26 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 26 days after the trade. APTV closed at $44.79 on Sep 25, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 28, 2026	Sep 28, 2026	$43.64	−2.57%	$205 loss avoided
Day of disclosureOct 21, 2026	Oct 21, 2026	$44.34	−1.00%	$80 loss avoided
30 days after	Pending: first session on or after Oct 25, 2026
90 days after	Pending: first session on or after Dec 24, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$44.34	−1.00%	$80 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Micron Technology, Inc. - Common StockMU

Stock

Transaction date: Sep 24, 2026Filed 27 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 27 days after the trade. MU closed at $1,080.53 on Sep 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 25, 2026	Sep 25, 2026	$1,082.28	+0.16%	$13 gain missed
Day of disclosureOct 21, 2026	Oct 21, 2026	$913.67	−15.4%	$1,236 loss avoided
30 days after	Pending: first session on or after Oct 24, 2026
90 days after	Pending: first session on or after Dec 23, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	−15.4%	$1,236 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares 10-20 Year Treasury Bond ETFTLH

Stock

Transaction date: Sep 21, 2026Filed 30 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 30 days after the trade. TLH closed at $95.79 on Sep 21, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 22, 2026	Sep 22, 2026	$95.81	+0.02%	$2 gain missed
Day of disclosureOct 21, 2026	Oct 21, 2026	$94.19	−1.67%	$134 loss avoided
30 days afterOct 21, 2026	Oct 21, 2026	$94.19	−1.67%	$134 loss avoided
90 days after	Pending: first session on or after Dec 20, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$94.19	−1.67%	$134 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Vanguard Developed Markets Index Fund - ETF SharesVEA

Stock

Transaction date: Sep 9, 2026Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. VEA closed at $72.82 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 10, 2026	Sep 10, 2026	$71.92	−1.24%	$99 loss avoided
Day of disclosureOct 21, 2026	Oct 21, 2026	$70.12	−3.71%	$297 loss avoided
30 days afterOct 9, 2026	Oct 9, 2026	$70.35	−3.39%	$271 loss avoided
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$70.12	−3.71%	$297 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tradr 2X Long SPY Monthly ETFSPYM

Stock

Transaction date: Sep 9, 2026Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. SPYM closed at $89.75 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 10, 2026	Sep 10, 2026	$89.21	−0.60%	$48 loss avoided
Day of disclosureOct 21, 2026	Oct 21, 2026	$90.99	+1.38%	$111 gain missed
30 days afterOct 9, 2026	Oct 9, 2026	$91.64	+2.11%	$168 gain missed
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$90.99	+1.38%	$111 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares MSCI EAFE ETFEFA

Stock

Transaction date: Sep 9, 2026Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. EFA closed at $106.56 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 10, 2026	Sep 10, 2026	$105.66	−0.84%	$68 loss avoided
Day of disclosureOct 21, 2026	Oct 21, 2026	$104.06	−2.35%	$188 loss avoided
30 days afterOct 9, 2026	Oct 9, 2026	$103.40	−2.97%	$237 loss avoided
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$104.06	−2.35%	$188 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Micron Technology, Inc. - Common StockMU

Stock

Transaction date: Sep 9, 2026Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. MU closed at $1,027.77 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 10, 2026	Sep 10, 2026	$977.41	−4.90%	$392 loss avoided
Day of disclosureOct 21, 2026	Oct 21, 2026	$913.67	−11.1%	$888 loss avoided
30 days afterOct 9, 2026	Oct 9, 2026	$1,029.00	+0.12%	$10 gain missed
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	−11.1%	$888 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Sep 25, 2026Filed 26 days later

Joint

Aptiv PLC Ordinary SharesAPTVStock

Partial sale

$1,001 - $15,000

Disclosed 26 days after the trade. APTV closed at $44.79 on Sep 25, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 28, 2026	Sep 28, 2026	$43.64	−2.57%	$205 loss avoided
Day of disclosureOct 21, 2026	Oct 21, 2026	$44.34	−1.00%	$80 loss avoided
30 days after	Pending: first session on or after Oct 25, 2026
90 days after	Pending: first session on or after Dec 24, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$44.34	−1.00%	$80 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 24, 2026Filed 27 days later

Joint

Micron Technology, Inc. - Common StockMUStock

Partial sale

$1,001 - $15,000

Disclosed 27 days after the trade. MU closed at $1,080.53 on Sep 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 25, 2026	Sep 25, 2026	$1,082.28	+0.16%	$13 gain missed
Day of disclosureOct 21, 2026	Oct 21, 2026	$913.67	−15.4%	$1,236 loss avoided
30 days after	Pending: first session on or after Oct 24, 2026
90 days after	Pending: first session on or after Dec 23, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	−15.4%	$1,236 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 21, 2026Filed 30 days later

Joint

iShares 10-20 Year Treasury Bond ETFTLHStock

Partial sale

$1,001 - $15,000

Disclosed 30 days after the trade. TLH closed at $95.79 on Sep 21, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 22, 2026	Sep 22, 2026	$95.81	+0.02%	$2 gain missed
Day of disclosureOct 21, 2026	Oct 21, 2026	$94.19	−1.67%	$134 loss avoided
30 days afterOct 21, 2026	Oct 21, 2026	$94.19	−1.67%	$134 loss avoided
90 days after	Pending: first session on or after Dec 20, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$94.19	−1.67%	$134 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 9, 2026Filed 42 days later

Joint

Vanguard Developed Markets Index Fund - ETF SharesVEA

Disclosed 42 days after the trade. VEA closed at $72.82 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 10, 2026	Sep 10, 2026	$71.92	−1.24%	$99 loss avoided
Day of disclosureOct 21, 2026	Oct 21, 2026	$70.12	−3.71%	$297 loss avoided
30 days afterOct 9, 2026	Oct 9, 2026	$70.35	−3.39%	$271 loss avoided
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$70.12	−3.71%	$297 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Oct 21, 2026 · Senate eFD

View original filing

Cisco Systems, Inc. - Common StockCSCO

Stock

Transaction date: Sep 24, 2026Filed 27 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 27 days after the trade. CSCO closed at $106.97 on Sep 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 25, 2026	Sep 25, 2026	$106.70	−0.25%	−$20 loss
Day of disclosureOct 21, 2026	Oct 21, 2026	$107.26	+0.27%	+$22 gain
30 days after	Pending: first session on or after Oct 24, 2026
90 days after	Pending: first session on or after Dec 23, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$107.26	+0.27%	+$22 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Realty Income Corporation Common StockO

Stock

Transaction date: Sep 24, 2026Filed 27 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 27 days after the trade. O closed at $55.41 on Sep 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 25, 2026	Sep 25, 2026	$55.54	+0.23%	+$19 gain
Day of disclosureOct 21, 2026	Oct 21, 2026	$55.35	−0.11%	−$9 loss
30 days after	Pending: first session on or after Oct 24, 2026
90 days after	Pending: first session on or after Dec 23, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$55.35	−0.11%	−$9 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Sep 11, 2026 · Senate eFD

View original filing

Otis Worldwide Corporation Common StockOTIS

Stock

Transaction date: Aug 27, 2026Filed 15 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 15 days after the trade. OTIS closed at $71.48 on Aug 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 28, 2026	Aug 28, 2026	$71.74	+0.36%	+$29 gain
Day of disclosureSep 11, 2026	Sep 11, 2026	$69.10	−3.33%	−$266 loss
30 days afterSep 28, 2026	Sep 28, 2026	$66.33	−7.20%	−$576 loss
90 days after	Pending: first session on or after Nov 25, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$72.07	+0.83%	+$66 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tradr 2X Long SPY Monthly ETFSPYM

Stock

Transaction date: Aug 20, 2026Filed 22 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 22 days after the trade. SPYM closed at $89.78 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 21, 2026	Aug 21, 2026	$90.13	+0.39%	+$31 gain
Day of disclosureSep 11, 2026	Sep 11, 2026	$89.72	−0.07%	−$5 loss
30 days afterSep 21, 2026	Sep 21, 2026	$91.03	+1.39%	+$111 gain
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$90.99	+1.35%	+$108 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Sep 11, 2026 · Senate eFD

View original filing

iShares Core S&P 500 ETFIVV

Stock

Transaction date: Aug 27, 2026Filed 15 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 15 days after the trade. IVV closed at $774.75 on Aug 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 28, 2026	Aug 28, 2026	$773.00	−0.23%	$18 loss avoided
Day of disclosureSep 11, 2026	Sep 11, 2026	$767.92	−0.88%	$71 loss avoided
30 days afterSep 28, 2026	Sep 28, 2026	$768.93	−0.75%	$60 loss avoided
90 days after	Pending: first session on or after Nov 25, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$772.35	−0.31%	$25 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Johnson & Johnson Common StockJNJ

Stock

Transaction date: Aug 20, 2026Filed 22 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 22 days after the trade. JNJ closed at $267.37 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$270.24	+1.07%	$86 gain missed
Day of disclosureSep 11, 2026	Sep 11, 2026	$265.58	−0.67%	$54 loss avoided
30 days afterSep 21, 2026	Sep 21, 2026	$269.47	+0.79%	$63 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	−3.00%	$240 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Aug 24, 2026 · Amendment 1 of the report dated Dec 8, 2025 · Senate eFD

View original filing

Vanguard FTSE Developed Markets ETFVEA

Stock

Transaction date: Nov 21, 2025Amendment filed 276 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 276 days after the trade. VEA closed at $59.77 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$60.06	+0.49%	$39 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$73.06	+22.2%	$1,779 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$62.13	+3.95%	$316 gain missed
90 days afterFeb 19, 2026	Feb 19, 2026	$68.79	+15.1%	$1,207 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$70.12	+17.3%	$1,385 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Vanguard Global ex-U.S. Real Estate ETFVNQI

Stock

Transaction date: Nov 21, 2025Amendment filed 276 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 276 days after the trade. VNQI closed at $46.90 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$47.03	+0.28%	$22 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$45.87	−2.21%	$177 loss avoided
30 days afterDec 22, 2025	Dec 22, 2025	$45.55	−2.88%	$230 loss avoided
90 days afterFeb 19, 2026	Feb 19, 2026	$50.06	+6.74%	$539 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$42.74	−8.87%	$710 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Aug 20, 2026 · Amendment 1 of the report dated May 14, 2025 · Senate eFD

View original filing

Unitedhealth Group IncUNH

Stock

Transaction date: Apr 16, 2025Amendment filed 491 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 491 days after the trade. UNH closed at $585.04 on Apr 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 17, 2025	Apr 17, 2025	$454.11	−22.4%	−$1,791 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$384.85	−34.2%	−$2,738 loss
30 days afterMay 16, 2025	May 16, 2025	$291.91	−50.1%	−$4,009 loss
90 days afterJul 15, 2025	Jul 15, 2025	$291.71	−50.1%	−$4,012 loss
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	−28.3%	−$2,267 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oracle CorpORCL

Stock

Transaction date: Apr 16, 2025Amendment filed 491 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 491 days after the trade. ORCL closed at $129.76 on Apr 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 17, 2025	Apr 17, 2025	$128.62	−0.88%	−$70 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$142.07	+9.49%	+$759 gain
30 days afterMay 16, 2025	May 16, 2025	$160.49	+23.7%	+$1,895 gain
90 days afterJul 15, 2025	Jul 15, 2025	$234.96	+81.1%	+$6,487 gain
Latest closeOct 20, 2026	Oct 20, 2026	$131.14	+1.06%	+$85 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Aug 17, 2026 · Amendment 1 of the report dated Aug 17, 2026 · Senate eFD

View original filing

Aptiv PLC Ordinary SharesAPTV

Stock

Transaction date: Jul 9, 2026Amendment filed 39 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 39 days after the trade. APTV closed at $59.86 on Jul 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 10, 2026	Jul 10, 2026	$60.57	+1.19%	+$95 gain
Day of disclosureAug 17, 2026	Aug 17, 2026	$50.04	−16.4%	−$1,313 loss
30 days afterAug 10, 2026	Aug 10, 2026	$49.81	−16.8%	−$1,343 loss
90 days afterOct 7, 2026	Oct 7, 2026	$44.22	−26.1%	−$2,090 loss
Latest closeOct 21, 2026	Oct 21, 2026	$44.34	−25.9%	−$2,074 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

PayPal Holdings, Inc. - Common StockPYPL

Stock

Transaction date: Jul 30, 2026Amendment filed 18 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 18 days after the trade. PYPL closed at $57.65 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 31, 2026	Jul 31, 2026	$57.21	−0.76%	−$61 loss
Day of disclosureAug 17, 2026	Aug 17, 2026	$60.47	+4.89%	+$391 gain
30 days afterAug 31, 2026	Aug 31, 2026	$52.67	−8.65%	−$692 loss
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−0.88%	−$71 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Aug 17, 2026 · Senate eFD

View original filing

Superseded by a later amendment; shown for the record.

Cboe Global Markets, Inc. Common StockCBOE

Stock

Transaction date: Jul 31, 2026Filed 17 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 17 days after the trade. CBOE closed at $310.23 on Jul 31, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 3, 2026	Aug 3, 2026	$297.83	−4.00%	$320 loss avoided
Day of disclosureAug 17, 2026	Aug 17, 2026	$295.00	−4.91%	$393 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$300.20	−3.23%	$259 loss avoided
90 days after	Pending: first session on or after Oct 29, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$315.00	+1.54%	$123 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

JP Morgan Chase & Co. Common StockJPM

Stock

Transaction date: Jul 23, 2026Filed 25 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 25 days after the trade. JPM closed at $349.90 on Jul 23, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 24, 2026	Jul 24, 2026	$353.21	+0.95%	$76 gain missed
Day of disclosureAug 17, 2026	Aug 17, 2026	$360.96	+3.16%	$253 gain missed
30 days afterAug 24, 2026	Aug 24, 2026	$356.39	+1.85%	$148 gain missed
90 days after	Pending: first session on or after Oct 21, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	−4.18%	$335 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Aug 17, 2026 · Senate eFD

View original filing

Superseded by a later amendment; shown for the record.

Aptiv PLC Ordinary SharesAPTV

Stock

Transaction date: Jul 9, 2026Filed 39 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 39 days after the trade. APTV closed at $59.86 on Jul 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 10, 2026	Jul 10, 2026	$60.57	+1.19%	+$95 gain
Day of disclosureAug 17, 2026	Aug 17, 2026	$50.04	−16.4%	−$1,313 loss
30 days afterAug 10, 2026	Aug 10, 2026	$49.81	−16.8%	−$1,343 loss
90 days afterOct 7, 2026	Oct 7, 2026	$44.22	−26.1%	−$2,090 loss
Latest closeOct 21, 2026	Oct 21, 2026	$44.34	−25.9%	−$2,074 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

PayPal Holdings, Inc. - Common StockPYPL

Stock

Transaction date: Jul 30, 2026Filed 18 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 18 days after the trade. PYPL closed at $57.65 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 31, 2026	Jul 31, 2026	$57.21	−0.76%	−$61 loss
Day of disclosureAug 17, 2026	Aug 17, 2026	$60.47	+4.89%	+$391 gain
30 days afterAug 31, 2026	Aug 31, 2026	$52.67	−8.65%	−$692 loss
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−0.88%	−$71 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jul 13, 2026 · Senate eFD

View original filing

iShares Expanded Tech-Software Sector ETFIGV

Stock

Transaction date: Jun 25, 2026Filed 18 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 18 days after the trade. IGV closed at $84.76 on Jun 25, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 26, 2026	Jun 26, 2026	$88.20	+4.06%	+$325 gain
Day of disclosureJul 13, 2026	Jul 13, 2026	$92.70	+9.37%	+$750 gain
30 days afterJul 27, 2026	Jul 27, 2026	$90.91	+7.26%	+$581 gain
90 days afterSep 23, 2026	Sep 23, 2026	$108.10	+27.5%	+$2,203 gain
Latest closeOct 20, 2026	Oct 20, 2026	$106.93	+26.2%	+$2,093 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

abrdn Physical Palladium Shares ETFPALL

Stock

Transaction date: Jun 25, 2026Filed 18 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 18 days after the trade. PALL closed at $21.52 on Jun 25, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 26, 2026	Jun 26, 2026	$22.04	+2.42%	+$193 gain
Day of disclosureJul 13, 2026	Jul 13, 2026	$22.73	+5.62%	+$450 gain
30 days afterJul 27, 2026	Jul 27, 2026	$23.42	+8.83%	+$706 gain
90 days afterSep 23, 2026	Sep 23, 2026	$22.95	+6.64%	+$532 gain
Latest closeOct 20, 2026	Oct 20, 2026	$19.94	−7.34%	−$587 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

287 reported transactions in 36 electronically filed reports; latest filed Oct 21, 2026.

Periodic Transaction Report · filed Oct 21, 2026 · Senate eFD

View original filing

Aptiv PLC Ordinary SharesAPTV

Stock

Transaction date: Sep 25, 2026Filed 26 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 26 days after the trade. APTV closed at $44.79 on Sep 25, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 28, 2026	Sep 28, 2026	$43.64	−2.57%	$205 loss avoided
Day of disclosureOct 21, 2026	Oct 21, 2026	$44.34	−1.00%	$80 loss avoided
30 days after	Pending: first session on or after Oct 25, 2026
90 days after	Pending: first session on or after Dec 24, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$44.34	−1.00%	$80 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Micron Technology, Inc. - Common StockMU

Stock

Transaction date: Sep 24, 2026Filed 27 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 27 days after the trade. MU closed at $1,080.53 on Sep 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 25, 2026	Sep 25, 2026	$1,082.28	+0.16%	$13 gain missed
Day of disclosureOct 21, 2026	Oct 21, 2026	$913.67	−15.4%	$1,236 loss avoided
30 days after	Pending: first session on or after Oct 24, 2026
90 days after	Pending: first session on or after Dec 23, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	−15.4%	$1,236 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares 10-20 Year Treasury Bond ETFTLH

Stock

Transaction date: Sep 21, 2026Filed 30 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 30 days after the trade. TLH closed at $95.79 on Sep 21, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 22, 2026	Sep 22, 2026	$95.81	+0.02%	$2 gain missed
Day of disclosureOct 21, 2026	Oct 21, 2026	$94.19	−1.67%	$134 loss avoided
30 days afterOct 21, 2026	Oct 21, 2026	$94.19	−1.67%	$134 loss avoided
90 days after	Pending: first session on or after Dec 20, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$94.19	−1.67%	$134 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Vanguard Developed Markets Index Fund - ETF SharesVEA

Stock

Transaction date: Sep 9, 2026Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. VEA closed at $72.82 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 10, 2026	Sep 10, 2026	$71.92	−1.24%	$99 loss avoided
Day of disclosureOct 21, 2026	Oct 21, 2026	$70.12	−3.71%	$297 loss avoided
30 days afterOct 9, 2026	Oct 9, 2026	$70.35	−3.39%	$271 loss avoided
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$70.12	−3.71%	$297 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tradr 2X Long SPY Monthly ETFSPYM

Stock

Transaction date: Sep 9, 2026Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. SPYM closed at $89.75 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 10, 2026	Sep 10, 2026	$89.21	−0.60%	$48 loss avoided
Day of disclosureOct 21, 2026	Oct 21, 2026	$90.99	+1.38%	$111 gain missed
30 days afterOct 9, 2026	Oct 9, 2026	$91.64	+2.11%	$168 gain missed
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$90.99	+1.38%	$111 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares MSCI EAFE ETFEFA

Stock

Transaction date: Sep 9, 2026Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. EFA closed at $106.56 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 10, 2026	Sep 10, 2026	$105.66	−0.84%	$68 loss avoided
Day of disclosureOct 21, 2026	Oct 21, 2026	$104.06	−2.35%	$188 loss avoided
30 days afterOct 9, 2026	Oct 9, 2026	$103.40	−2.97%	$237 loss avoided
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$104.06	−2.35%	$188 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Micron Technology, Inc. - Common StockMU

Stock

Transaction date: Sep 9, 2026Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. MU closed at $1,027.77 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 10, 2026	Sep 10, 2026	$977.41	−4.90%	$392 loss avoided
Day of disclosureOct 21, 2026	Oct 21, 2026	$913.67	−11.1%	$888 loss avoided
30 days afterOct 9, 2026	Oct 9, 2026	$1,029.00	+0.12%	$10 gain missed
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	−11.1%	$888 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Sep 25, 2026Filed 26 days later

Joint

Aptiv PLC Ordinary SharesAPTVStock

Partial sale

$1,001 - $15,000

Disclosed 26 days after the trade. APTV closed at $44.79 on Sep 25, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 28, 2026	Sep 28, 2026	$43.64	−2.57%	$205 loss avoided
Day of disclosureOct 21, 2026	Oct 21, 2026	$44.34	−1.00%	$80 loss avoided
30 days after	Pending: first session on or after Oct 25, 2026
90 days after	Pending: first session on or after Dec 24, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$44.34	−1.00%	$80 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 24, 2026Filed 27 days later

Joint

Micron Technology, Inc. - Common StockMUStock

Partial sale

$1,001 - $15,000

Disclosed 27 days after the trade. MU closed at $1,080.53 on Sep 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 25, 2026	Sep 25, 2026	$1,082.28	+0.16%	$13 gain missed
Day of disclosureOct 21, 2026	Oct 21, 2026	$913.67	−15.4%	$1,236 loss avoided
30 days after	Pending: first session on or after Oct 24, 2026
90 days after	Pending: first session on or after Dec 23, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	−15.4%	$1,236 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 21, 2026Filed 30 days later

Joint

iShares 10-20 Year Treasury Bond ETFTLHStock

Partial sale

$1,001 - $15,000

Disclosed 30 days after the trade. TLH closed at $95.79 on Sep 21, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 22, 2026	Sep 22, 2026	$95.81	+0.02%	$2 gain missed
Day of disclosureOct 21, 2026	Oct 21, 2026	$94.19	−1.67%	$134 loss avoided
30 days afterOct 21, 2026	Oct 21, 2026	$94.19	−1.67%	$134 loss avoided
90 days after	Pending: first session on or after Dec 20, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$94.19	−1.67%	$134 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 9, 2026Filed 42 days later

Joint

Vanguard Developed Markets Index Fund - ETF SharesVEA

Disclosed 42 days after the trade. VEA closed at $72.82 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 10, 2026	Sep 10, 2026	$71.92	−1.24%	$99 loss avoided
Day of disclosureOct 21, 2026	Oct 21, 2026	$70.12	−3.71%	$297 loss avoided
30 days afterOct 9, 2026	Oct 9, 2026	$70.35	−3.39%	$271 loss avoided
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$70.12	−3.71%	$297 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Oct 21, 2026 · Senate eFD

View original filing

Cisco Systems, Inc. - Common StockCSCO

Stock

Transaction date: Sep 24, 2026Filed 27 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 27 days after the trade. CSCO closed at $106.97 on Sep 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 25, 2026	Sep 25, 2026	$106.70	−0.25%	−$20 loss
Day of disclosureOct 21, 2026	Oct 21, 2026	$107.26	+0.27%	+$22 gain
30 days after	Pending: first session on or after Oct 24, 2026
90 days after	Pending: first session on or after Dec 23, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$107.26	+0.27%	+$22 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Realty Income Corporation Common StockO

Stock

Transaction date: Sep 24, 2026Filed 27 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 27 days after the trade. O closed at $55.41 on Sep 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 25, 2026	Sep 25, 2026	$55.54	+0.23%	+$19 gain
Day of disclosureOct 21, 2026	Oct 21, 2026	$55.35	−0.11%	−$9 loss
30 days after	Pending: first session on or after Oct 24, 2026
90 days after	Pending: first session on or after Dec 23, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$55.35	−0.11%	−$9 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Sep 11, 2026 · Senate eFD

View original filing

Otis Worldwide Corporation Common StockOTIS

Stock

Transaction date: Aug 27, 2026Filed 15 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 15 days after the trade. OTIS closed at $71.48 on Aug 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 28, 2026	Aug 28, 2026	$71.74	+0.36%	+$29 gain
Day of disclosureSep 11, 2026	Sep 11, 2026	$69.10	−3.33%	−$266 loss
30 days afterSep 28, 2026	Sep 28, 2026	$66.33	−7.20%	−$576 loss
90 days after	Pending: first session on or after Nov 25, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$72.07	+0.83%	+$66 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tradr 2X Long SPY Monthly ETFSPYM

Stock

Transaction date: Aug 20, 2026Filed 22 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 22 days after the trade. SPYM closed at $89.78 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 21, 2026	Aug 21, 2026	$90.13	+0.39%	+$31 gain
Day of disclosureSep 11, 2026	Sep 11, 2026	$89.72	−0.07%	−$5 loss
30 days afterSep 21, 2026	Sep 21, 2026	$91.03	+1.39%	+$111 gain
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$90.99	+1.35%	+$108 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Sep 11, 2026 · Senate eFD

View original filing

iShares Core S&P 500 ETFIVV

Stock

Transaction date: Aug 27, 2026Filed 15 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 15 days after the trade. IVV closed at $774.75 on Aug 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 28, 2026	Aug 28, 2026	$773.00	−0.23%	$18 loss avoided
Day of disclosureSep 11, 2026	Sep 11, 2026	$767.92	−0.88%	$71 loss avoided
30 days afterSep 28, 2026	Sep 28, 2026	$768.93	−0.75%	$60 loss avoided
90 days after	Pending: first session on or after Nov 25, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$772.35	−0.31%	$25 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Johnson & Johnson Common StockJNJ

Stock

Transaction date: Aug 20, 2026Filed 22 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 22 days after the trade. JNJ closed at $267.37 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$270.24	+1.07%	$86 gain missed
Day of disclosureSep 11, 2026	Sep 11, 2026	$265.58	−0.67%	$54 loss avoided
30 days afterSep 21, 2026	Sep 21, 2026	$269.47	+0.79%	$63 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	−3.00%	$240 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Aug 24, 2026 · Amendment 1 of the report dated Dec 8, 2025 · Senate eFD

View original filing

Vanguard FTSE Developed Markets ETFVEA

Stock

Transaction date: Nov 21, 2025Amendment filed 276 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 276 days after the trade. VEA closed at $59.77 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$60.06	+0.49%	$39 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$73.06	+22.2%	$1,779 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$62.13	+3.95%	$316 gain missed
90 days afterFeb 19, 2026	Feb 19, 2026	$68.79	+15.1%	$1,207 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$70.12	+17.3%	$1,385 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Vanguard Global ex-U.S. Real Estate ETFVNQI

Stock

Transaction date: Nov 21, 2025Amendment filed 276 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 276 days after the trade. VNQI closed at $46.90 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$47.03	+0.28%	$22 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$45.87	−2.21%	$177 loss avoided
30 days afterDec 22, 2025	Dec 22, 2025	$45.55	−2.88%	$230 loss avoided
90 days afterFeb 19, 2026	Feb 19, 2026	$50.06	+6.74%	$539 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$42.74	−8.87%	$710 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Aug 20, 2026 · Amendment 1 of the report dated May 14, 2025 · Senate eFD

View original filing

Unitedhealth Group IncUNH

Stock

Transaction date: Apr 16, 2025Amendment filed 491 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 491 days after the trade. UNH closed at $585.04 on Apr 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 17, 2025	Apr 17, 2025	$454.11	−22.4%	−$1,791 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$384.85	−34.2%	−$2,738 loss
30 days afterMay 16, 2025	May 16, 2025	$291.91	−50.1%	−$4,009 loss
90 days afterJul 15, 2025	Jul 15, 2025	$291.71	−50.1%	−$4,012 loss
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	−28.3%	−$2,267 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oracle CorpORCL

Stock

Transaction date: Apr 16, 2025Amendment filed 491 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 491 days after the trade. ORCL closed at $129.76 on Apr 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 17, 2025	Apr 17, 2025	$128.62	−0.88%	−$70 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$142.07	+9.49%	+$759 gain
30 days afterMay 16, 2025	May 16, 2025	$160.49	+23.7%	+$1,895 gain
90 days afterJul 15, 2025	Jul 15, 2025	$234.96	+81.1%	+$6,487 gain
Latest closeOct 20, 2026	Oct 20, 2026	$131.14	+1.06%	+$85 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Aug 17, 2026 · Amendment 1 of the report dated Aug 17, 2026 · Senate eFD

View original filing

Aptiv PLC Ordinary SharesAPTV

Stock

Transaction date: Jul 9, 2026Amendment filed 39 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 39 days after the trade. APTV closed at $59.86 on Jul 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 10, 2026	Jul 10, 2026	$60.57	+1.19%	+$95 gain
Day of disclosureAug 17, 2026	Aug 17, 2026	$50.04	−16.4%	−$1,313 loss
30 days afterAug 10, 2026	Aug 10, 2026	$49.81	−16.8%	−$1,343 loss
90 days afterOct 7, 2026	Oct 7, 2026	$44.22	−26.1%	−$2,090 loss
Latest closeOct 21, 2026	Oct 21, 2026	$44.34	−25.9%	−$2,074 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

PayPal Holdings, Inc. - Common StockPYPL

Stock

Transaction date: Jul 30, 2026Amendment filed 18 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 18 days after the trade. PYPL closed at $57.65 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 31, 2026	Jul 31, 2026	$57.21	−0.76%	−$61 loss
Day of disclosureAug 17, 2026	Aug 17, 2026	$60.47	+4.89%	+$391 gain
30 days afterAug 31, 2026	Aug 31, 2026	$52.67	−8.65%	−$692 loss
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−0.88%	−$71 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Aug 17, 2026 · Senate eFD

View original filing

Superseded by a later amendment; shown for the record.

Cboe Global Markets, Inc. Common StockCBOE

Stock

Transaction date: Jul 31, 2026Filed 17 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 17 days after the trade. CBOE closed at $310.23 on Jul 31, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 3, 2026	Aug 3, 2026	$297.83	−4.00%	$320 loss avoided
Day of disclosureAug 17, 2026	Aug 17, 2026	$295.00	−4.91%	$393 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$300.20	−3.23%	$259 loss avoided
90 days after	Pending: first session on or after Oct 29, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$315.00	+1.54%	$123 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

JP Morgan Chase & Co. Common StockJPM

Stock

Transaction date: Jul 23, 2026Filed 25 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 25 days after the trade. JPM closed at $349.90 on Jul 23, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 24, 2026	Jul 24, 2026	$353.21	+0.95%	$76 gain missed
Day of disclosureAug 17, 2026	Aug 17, 2026	$360.96	+3.16%	$253 gain missed
30 days afterAug 24, 2026	Aug 24, 2026	$356.39	+1.85%	$148 gain missed
90 days after	Pending: first session on or after Oct 21, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	−4.18%	$335 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Aug 17, 2026 · Senate eFD

View original filing

Superseded by a later amendment; shown for the record.

Aptiv PLC Ordinary SharesAPTV

Stock

Transaction date: Jul 9, 2026Filed 39 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 39 days after the trade. APTV closed at $59.86 on Jul 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 10, 2026	Jul 10, 2026	$60.57	+1.19%	+$95 gain
Day of disclosureAug 17, 2026	Aug 17, 2026	$50.04	−16.4%	−$1,313 loss
30 days afterAug 10, 2026	Aug 10, 2026	$49.81	−16.8%	−$1,343 loss
90 days afterOct 7, 2026	Oct 7, 2026	$44.22	−26.1%	−$2,090 loss
Latest closeOct 21, 2026	Oct 21, 2026	$44.34	−25.9%	−$2,074 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

PayPal Holdings, Inc. - Common StockPYPL

Stock

Transaction date: Jul 30, 2026Filed 18 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 18 days after the trade. PYPL closed at $57.65 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 31, 2026	Jul 31, 2026	$57.21	−0.76%	−$61 loss
Day of disclosureAug 17, 2026	Aug 17, 2026	$60.47	+4.89%	+$391 gain
30 days afterAug 31, 2026	Aug 31, 2026	$52.67	−8.65%	−$692 loss
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−0.88%	−$71 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jul 13, 2026 · Senate eFD

View original filing

iShares Expanded Tech-Software Sector ETFIGV

Stock

Transaction date: Jun 25, 2026Filed 18 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 18 days after the trade. IGV closed at $84.76 on Jun 25, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 26, 2026	Jun 26, 2026	$88.20	+4.06%	+$325 gain
Day of disclosureJul 13, 2026	Jul 13, 2026	$92.70	+9.37%	+$750 gain
30 days afterJul 27, 2026	Jul 27, 2026	$90.91	+7.26%	+$581 gain
90 days afterSep 23, 2026	Sep 23, 2026	$108.10	+27.5%	+$2,203 gain
Latest closeOct 20, 2026	Oct 20, 2026	$106.93	+26.2%	+$2,093 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

abrdn Physical Palladium Shares ETFPALL

Stock

Transaction date: Jun 25, 2026Filed 18 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 18 days after the trade. PALL closed at $21.52 on Jun 25, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 26, 2026	Jun 26, 2026	$22.04	+2.42%	+$193 gain
Day of disclosureJul 13, 2026	Jul 13, 2026	$22.73	+5.62%	+$450 gain
30 days afterJul 27, 2026	Jul 27, 2026	$23.42	+8.83%	+$706 gain
90 days afterSep 23, 2026	Sep 23, 2026	$22.95	+6.64%	+$532 gain
Latest closeOct 20, 2026	Oct 20, 2026	$19.94	−7.34%	−$587 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 9, 2026Filed 42 days later

Joint

Tradr 2X Long SPY Monthly ETFSPYMStock

Partial sale

$1,001 - $15,000

Disclosed 42 days after the trade. SPYM closed at $89.75 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 10, 2026	Sep 10, 2026	$89.21	−0.60%	$48 loss avoided
Day of disclosureOct 21, 2026	Oct 21, 2026	$90.99	+1.38%	$111 gain missed
30 days afterOct 9, 2026	Oct 9, 2026	$91.64	+2.11%	$168 gain missed
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$90.99	+1.38%	$111 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 9, 2026Filed 42 days later

Joint

iShares MSCI EAFE ETFEFAStock

Partial sale

$1,001 - $15,000

Disclosed 42 days after the trade. EFA closed at $106.56 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 10, 2026	Sep 10, 2026	$105.66	−0.84%	$68 loss avoided
Day of disclosureOct 21, 2026	Oct 21, 2026	$104.06	−2.35%	$188 loss avoided
30 days afterOct 9, 2026	Oct 9, 2026	$103.40	−2.97%	$237 loss avoided
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$104.06	−2.35%	$188 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 9, 2026Filed 42 days later

Joint

Micron Technology, Inc. - Common StockMUStock

Partial sale

$1,001 - $15,000

Disclosed 42 days after the trade. MU closed at $1,027.77 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 10, 2026	Sep 10, 2026	$977.41	−4.90%	$392 loss avoided
Day of disclosureOct 21, 2026	Oct 21, 2026	$913.67	−11.1%	$888 loss avoided
30 days afterOct 9, 2026	Oct 9, 2026	$1,029.00	+0.12%	$10 gain missed
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	−11.1%	$888 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

BondBloxx Bloomberg Two Year Target Duration US Treasury ETFXTWO

Stock

Transaction date: Sep 21, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 30 days after the trade. XTWO closed at $48.40 on Sep 21, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 22, 2026	Sep 22, 2026	$48.41	+0.03%	+$3 gain
Day of disclosureOct 21, 2026	Oct 21, 2026	$48.38	−0.03%	−$2 loss
30 days afterOct 21, 2026	Oct 21, 2026	$48.38	−0.03%	−$2 loss
90 days after	Pending: first session on or after Dec 20, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$48.38	−0.03%	−$2 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Goldman Sachs Access Investment Grade Corporate Bond ETFGIGB

Stock

Transaction date: Sep 9, 2026Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. GIGB closed at $44.59 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 10, 2026	Sep 10, 2026	$44.29	−0.67%	−$54 loss
Day of disclosureOct 21, 2026	Oct 21, 2026	$43.86	−1.65%	−$132 loss
30 days afterOct 9, 2026	Oct 9, 2026	$43.59	−2.24%	−$179 loss
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$43.86	−1.65%	−$132 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Janus Henderson Mortgage-Backed Securities ETFJMBS

Stock

Transaction date: Sep 9, 2026Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. JMBS closed at $43.91 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 10, 2026	Sep 10, 2026	$43.52	−0.89%	−$71 loss
Day of disclosureOct 21, 2026	Oct 21, 2026	$42.82	−2.48%	−$199 loss
30 days afterOct 9, 2026	Oct 9, 2026	$42.48	−3.26%	−$261 loss
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$42.82	−2.48%	−$199 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

BondBloxx Bloomberg Five Year Target Duration US Treasury ETFXFIV

Stock

Transaction date: Sep 9, 2026Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. XFIV closed at $47.62 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 10, 2026	Sep 10, 2026	$47.33	−0.61%	−$49 loss
Day of disclosureOct 21, 2026	Oct 21, 2026	$46.96	−1.39%	−$111 loss
30 days afterOct 9, 2026	Oct 9, 2026	$46.69	−1.95%	−$156 loss
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$46.96	−1.39%	−$111 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares MBS ETFMBB

Stock

Transaction date: Sep 9, 2026Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. MBB closed at $92.21 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 10, 2026	Sep 10, 2026	$91.48	−0.79%	−$63 loss
Day of disclosureOct 21, 2026	Oct 21, 2026	$90.54	−1.82%	−$145 loss
30 days afterOct 9, 2026	Oct 9, 2026	$89.68	−2.75%	−$220 loss
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$90.54	−1.82%	−$145 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares 7-10 Year Treasury Bond ETFIEF

Stock

Transaction date: Sep 9, 2026Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. IEF closed at $91.84 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 10, 2026	Sep 10, 2026	$91.06	−0.85%	−$68 loss
Day of disclosureOct 21, 2026	Oct 21, 2026	$90.23	−1.75%	−$140 loss
30 days afterOct 9, 2026	Oct 9, 2026	$89.33	−2.73%	−$219 loss
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$90.23	−1.75%	−$140 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares 10-20 Year Treasury Bond ETFTLH

Stock

Transaction date: Sep 9, 2026Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. TLH closed at $96.16 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 10, 2026	Sep 10, 2026	$95.04	−1.16%	−$93 loss
Day of disclosureOct 21, 2026	Oct 21, 2026	$94.19	−2.05%	−$164 loss
30 days afterOct 9, 2026	Oct 9, 2026	$92.19	−4.13%	−$330 loss
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$94.19	−2.05%	−$164 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares CMBS ETFCMBS

Stock

Transaction date: Sep 9, 2026Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. CMBS closed at $48.04 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 10, 2026	Sep 10, 2026	$47.89	−0.31%	−$25 loss
Day of disclosureOct 21, 2026	Oct 21, 2026	$47.54	−1.04%	−$83 loss
30 days afterOct 9, 2026	Oct 9, 2026	$47.41	−1.31%	−$105 loss
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$47.54	−1.04%	−$83 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Sep 24, 2026Filed 27 days later

Joint

Cisco Systems, Inc. - Common StockCSCOStock

Purchase

$1,001 - $15,000

Disclosed 27 days after the trade. CSCO closed at $106.97 on Sep 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 25, 2026	Sep 25, 2026	$106.70	−0.25%	−$20 loss
Day of disclosureOct 21, 2026	Oct 21, 2026	$107.26	+0.27%	+$22 gain
30 days after	Pending: first session on or after Oct 24, 2026
90 days after	Pending: first session on or after Dec 23, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$107.26	+0.27%	+$22 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 24, 2026Filed 27 days later

Joint

Realty Income Corporation Common StockOStock

Purchase

$1,001 - $15,000

Disclosed 27 days after the trade. O closed at $55.41 on Sep 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 25, 2026	Sep 25, 2026	$55.54	+0.23%	+$19 gain
Day of disclosureOct 21, 2026	Oct 21, 2026	$55.35	−0.11%	−$9 loss
30 days after	Pending: first session on or after Oct 24, 2026
90 days after	Pending: first session on or after Dec 23, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$55.35	−0.11%	−$9 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 21, 2026Filed 30 days later

Joint

BondBloxx Bloomberg Two Year Target Duration US Treasury ETFXTWOStock

Purchase

$1,001 - $15,000

Disclosed 30 days after the trade. XTWO closed at $48.40 on Sep 21, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 22, 2026	Sep 22, 2026	$48.41	+0.03%	+$3 gain
Day of disclosureOct 21, 2026	Oct 21, 2026	$48.38	−0.03%	−$2 loss
30 days afterOct 21, 2026	Oct 21, 2026	$48.38	−0.03%	−$2 loss
90 days after	Pending: first session on or after Dec 20, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$48.38	−0.03%	−$2 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 9, 2026Filed 42 days later

Joint

Goldman Sachs Access Investment Grade Corporate Bond ETFGIGBStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. GIGB closed at $44.59 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 10, 2026	Sep 10, 2026	$44.29	−0.67%	−$54 loss
Day of disclosureOct 21, 2026	Oct 21, 2026	$43.86	−1.65%	−$132 loss
30 days afterOct 9, 2026	Oct 9, 2026	$43.59	−2.24%	−$179 loss
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$43.86	−1.65%	−$132 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 9, 2026Filed 42 days later

Joint

Janus Henderson Mortgage-Backed Securities ETFJMBSStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. JMBS closed at $43.91 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 10, 2026	Sep 10, 2026	$43.52	−0.89%	−$71 loss
Day of disclosureOct 21, 2026	Oct 21, 2026	$42.82	−2.48%	−$199 loss
30 days afterOct 9, 2026	Oct 9, 2026	$42.48	−3.26%	−$261 loss
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$42.82	−2.48%	−$199 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 9, 2026Filed 42 days later

Joint

BondBloxx Bloomberg Five Year Target Duration US Treasury ETFXFIVStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. XFIV closed at $47.62 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 10, 2026	Sep 10, 2026	$47.33	−0.61%	−$49 loss
Day of disclosureOct 21, 2026	Oct 21, 2026	$46.96	−1.39%	−$111 loss
30 days afterOct 9, 2026	Oct 9, 2026	$46.69	−1.95%	−$156 loss
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$46.96	−1.39%	−$111 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 9, 2026Filed 42 days later

Joint

iShares MBS ETFMBBStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. MBB closed at $92.21 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 10, 2026	Sep 10, 2026	$91.48	−0.79%	−$63 loss
Day of disclosureOct 21, 2026	Oct 21, 2026	$90.54	−1.82%	−$145 loss
30 days afterOct 9, 2026	Oct 9, 2026	$89.68	−2.75%	−$220 loss
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$90.54	−1.82%	−$145 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 9, 2026Filed 42 days later

Joint

iShares 7-10 Year Treasury Bond ETFIEFStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. IEF closed at $91.84 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 10, 2026	Sep 10, 2026	$91.06	−0.85%	−$68 loss
Day of disclosureOct 21, 2026	Oct 21, 2026	$90.23	−1.75%	−$140 loss
30 days afterOct 9, 2026	Oct 9, 2026	$89.33	−2.73%	−$219 loss
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$90.23	−1.75%	−$140 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 9, 2026Filed 42 days later

Joint

iShares 10-20 Year Treasury Bond ETFTLHStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. TLH closed at $96.16 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 10, 2026	Sep 10, 2026	$95.04	−1.16%	−$93 loss
Day of disclosureOct 21, 2026	Oct 21, 2026	$94.19	−2.05%	−$164 loss
30 days afterOct 9, 2026	Oct 9, 2026	$92.19	−4.13%	−$330 loss
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$94.19	−2.05%	−$164 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 9, 2026Filed 42 days later

Joint

iShares CMBS ETFCMBSStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. CMBS closed at $48.04 on Sep 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 10, 2026	Sep 10, 2026	$47.89	−0.31%	−$25 loss
Day of disclosureOct 21, 2026	Oct 21, 2026	$47.54	−1.04%	−$83 loss
30 days afterOct 9, 2026	Oct 9, 2026	$47.41	−1.31%	−$105 loss
90 days after	Pending: first session on or after Dec 8, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$47.54	−1.04%	−$83 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares Core S&P Small-Cap ETFIJR

Stock

Transaction date: Aug 19, 2026Filed 23 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 23 days after the trade. IJR closed at $147.92 on Aug 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 20, 2026	Aug 20, 2026	$146.37	−1.05%	−$84 loss
Day of disclosureSep 11, 2026	Sep 11, 2026	$142.19	−3.87%	−$310 loss
30 days afterSep 18, 2026	Sep 18, 2026	$138.90	−6.10%	−$488 loss
90 days after	Pending: first session on or after Nov 17, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$137.66	−6.94%	−$555 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Avantis U.S. Small Cap Value ETFAVUV

Stock

Transaction date: Aug 19, 2026Filed 23 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 23 days after the trade. AVUV closed at $126.47 on Aug 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 20, 2026	Aug 20, 2026	$125.62	−0.67%	−$54 loss
Day of disclosureSep 11, 2026	Sep 11, 2026	$124.50	−1.56%	−$125 loss
30 days afterSep 18, 2026	Sep 18, 2026	$121.96	−3.57%	−$285 loss
90 days after	Pending: first session on or after Nov 17, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$120.95	−4.36%	−$349 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

First Solar, Inc. - Common StockFSLR

Stock

Transaction date: Aug 13, 2026Filed 29 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 29 days after the trade. FSLR closed at $223.69 on Aug 13, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 14, 2026	Aug 14, 2026	$225.56	+0.84%	+$67 gain
Day of disclosureSep 11, 2026	Sep 11, 2026	$209.03	−6.55%	−$524 loss
30 days afterSep 14, 2026	Sep 14, 2026	$207.04	−7.44%	−$596 loss
90 days after	Pending: first session on or after Nov 11, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$174.43	−22.0%	−$1,762 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Aug 27, 2026Filed 15 days later

Joint

Otis Worldwide Corporation Common StockOTISStock

Purchase

$1,001 - $15,000

Disclosed 15 days after the trade. OTIS closed at $71.48 on Aug 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 28, 2026	Aug 28, 2026	$71.74	+0.36%	+$29 gain
Day of disclosureSep 11, 2026	Sep 11, 2026	$69.10	−3.33%	−$266 loss
30 days afterSep 28, 2026	Sep 28, 2026	$66.33	−7.20%	−$576 loss
90 days after	Pending: first session on or after Nov 25, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$72.07	+0.83%	+$66 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 20, 2026Filed 22 days later

Joint

Tradr 2X Long SPY Monthly ETFSPYMStock

Purchase

$1,001 - $15,000

Disclosed 22 days after the trade. SPYM closed at $89.78 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 21, 2026	Aug 21, 2026	$90.13	+0.39%	+$31 gain
Day of disclosureSep 11, 2026	Sep 11, 2026	$89.72	−0.07%	−$5 loss
30 days afterSep 21, 2026	Sep 21, 2026	$91.03	+1.39%	+$111 gain
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$90.99	+1.35%	+$108 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 19, 2026Filed 23 days later

Joint

iShares Core S&P Small-Cap ETFIJRStock

Purchase

$1,001 - $15,000

Disclosed 23 days after the trade. IJR closed at $147.92 on Aug 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 20, 2026	Aug 20, 2026	$146.37	−1.05%	−$84 loss
Day of disclosureSep 11, 2026	Sep 11, 2026	$142.19	−3.87%	−$310 loss
30 days afterSep 18, 2026	Sep 18, 2026	$138.90	−6.10%	−$488 loss
90 days after	Pending: first session on or after Nov 17, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$137.66	−6.94%	−$555 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 19, 2026Filed 23 days later

Joint

Avantis U.S. Small Cap Value ETFAVUVStock

Purchase

$1,001 - $15,000

Disclosed 23 days after the trade. AVUV closed at $126.47 on Aug 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 20, 2026	Aug 20, 2026	$125.62	−0.67%	−$54 loss
Day of disclosureSep 11, 2026	Sep 11, 2026	$124.50	−1.56%	−$125 loss
30 days afterSep 18, 2026	Sep 18, 2026	$121.96	−3.57%	−$285 loss
90 days after	Pending: first session on or after Nov 17, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$120.95	−4.36%	−$349 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 13, 2026Filed 29 days later

Joint

First Solar, Inc. - Common StockFSLRStock

Purchase

$1,001 - $15,000

Disclosed 29 days after the trade. FSLR closed at $223.69 on Aug 13, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 14, 2026	Aug 14, 2026	$225.56	+0.84%	+$67 gain
Day of disclosureSep 11, 2026	Sep 11, 2026	$209.03	−6.55%	−$524 loss
30 days afterSep 14, 2026	Sep 14, 2026	$207.04	−7.44%	−$596 loss
90 days after	Pending: first session on or after Nov 11, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$174.43	−22.0%	−$1,762 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Westwood Quality SmallCap Fund - Westwood Quality SmallCap Fund Ultra SharesWWSYX

Stock

Transaction date: Aug 19, 2026Filed 23 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 23 days after the trade. WWSYX closed at $22.16 on Aug 19, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 20, 2026	Aug 20, 2026	$21.89	−1.22%	$396 loss avoided
Day of disclosureSep 11, 2026	Sep 11, 2026	$21.18	−4.42%	$1,437 loss avoided
30 days afterSep 18, 2026	Sep 18, 2026	$20.52	−7.40%	$2,405 loss avoided
90 days after	Pending: first session on or after Nov 17, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$20.28	−8.48%	$2,757 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Constellation Energy Corporation - Common Stock When-IssuedCEG

Stock

Transaction date: Aug 13, 2026Filed 29 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 29 days after the trade. CEG closed at $278.64 on Aug 13, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 14, 2026	Aug 14, 2026	$282.50	+1.39%	$111 gain missed
Day of disclosureSep 11, 2026	Sep 11, 2026	$284.75	+2.19%	$175 gain missed
30 days afterSep 14, 2026	Sep 14, 2026	$264.57	−5.05%	$404 loss avoided
90 days after	Pending: first session on or after Nov 11, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$258.84	−7.11%	$569 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Aug 27, 2026Filed 15 days later

Joint

iShares Core S&P 500 ETFIVVStock

Partial sale

$1,001 - $15,000

Disclosed 15 days after the trade. IVV closed at $774.75 on Aug 27, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 28, 2026	Aug 28, 2026	$773.00	−0.23%	$18 loss avoided
Day of disclosureSep 11, 2026	Sep 11, 2026	$767.92	−0.88%	$71 loss avoided
30 days afterSep 28, 2026	Sep 28, 2026	$768.93	−0.75%	$60 loss avoided
90 days after	Pending: first session on or after Nov 25, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$772.35	−0.31%	$25 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 20, 2026Filed 22 days later

Joint

Johnson & Johnson Common StockJNJStock

Partial sale

$1,001 - $15,000

Disclosed 22 days after the trade. JNJ closed at $267.37 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$270.24	+1.07%	$86 gain missed
Day of disclosureSep 11, 2026	Sep 11, 2026	$265.58	−0.67%	$54 loss avoided
30 days afterSep 21, 2026	Sep 21, 2026	$269.47	+0.79%	$63 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	−3.00%	$240 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 19, 2026Filed 23 days later

Joint

Westwood Quality SmallCap Fund - Westwood Quality SmallCap Fund Ultra SharesWWSYXStock

Sale

$15,001 - $50,000

Disclosed 23 days after the trade. WWSYX closed at $22.16 on Aug 19, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 20, 2026	Aug 20, 2026	$21.89	−1.22%	$396 loss avoided
Day of disclosureSep 11, 2026	Sep 11, 2026	$21.18	−4.42%	$1,437 loss avoided
30 days afterSep 18, 2026	Sep 18, 2026	$20.52	−7.40%	$2,405 loss avoided
90 days after	Pending: first session on or after Nov 17, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$20.28	−8.48%	$2,757 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 13, 2026Filed 29 days later

Joint

Constellation Energy Corporation - Common Stock When-IssuedCEGStock

Partial sale

$1,001 - $15,000

Disclosed 29 days after the trade. CEG closed at $278.64 on Aug 13, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 14, 2026	Aug 14, 2026	$282.50	+1.39%	$111 gain missed
Day of disclosureSep 11, 2026	Sep 11, 2026	$284.75	+2.19%	$175 gain missed
30 days afterSep 14, 2026	Sep 14, 2026	$264.57	−5.05%	$404 loss avoided
90 days after	Pending: first session on or after Nov 11, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$258.84	−7.11%	$569 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tortoise North Amer Pipeline FundTPYP

Stock

Transaction date: Nov 21, 2025Amendment filed 276 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 276 days after the trade. TPYP closed at $35.42 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$35.36	−0.16%	$13 loss avoided
Day of disclosureAug 24, 2026	Aug 24, 2026	$42.84	+20.9%	$1,676 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$35.21	−0.59%	$47 loss avoided
90 days afterFeb 19, 2026	Feb 19, 2026	$40.55	+14.5%	$1,159 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$42.23	+19.2%	$1,538 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Salesforce IncCRM

Stock

Transaction date: Nov 13, 2025Amendment filed 284 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 284 days after the trade. CRM closed at $240.43 on Nov 13, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 14, 2025	Nov 14, 2025	$243.66	+1.34%	$107 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$209.06	−13.0%	$1,044 loss avoided
30 days afterDec 15, 2025	Dec 15, 2025	$254.58	+5.89%	$471 gain missed
90 days afterFeb 11, 2026	Feb 11, 2026	$185.00	−23.1%	$1,845 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	+0.83%	$67 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

NEW WORLD FUND INC - Class R-6RNWGX

Stock

Transaction date: Nov 20, 2025Amendment filed 277 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 277 days after the trade. RNWGX closed at $94.32 on Nov 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 21, 2025	Nov 21, 2025	$94.39	+0.07%	$6 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$107.97	+14.5%	$1,158 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$92.44	−1.99%	$159 loss avoided
90 days afterFeb 18, 2026	Feb 18, 2026	$100.55	+6.61%	$528 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$101.95	+8.09%	$647 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Eli Lilly and CompanyLLY

Stock

Transaction date: Nov 21, 2025Amendment filed 276 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 276 days after the trade. LLY closed at $1,059.70 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$1,070.16	+0.99%	$79 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$1,246.93	+17.7%	$1,414 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$1,076.48	+1.58%	$127 gain missed
90 days afterFeb 19, 2026	Feb 19, 2026	$1,023.22	−3.44%	$275 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+21.1%	$1,691 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares Core S&P 500 ETFIVV

Stock

Transaction date: Nov 21, 2025Amendment filed 276 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 276 days after the trade. IVV closed at $662.28 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$672.06	+1.48%	$118 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$767.13	+15.8%	$1,267 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$687.83	+3.86%	$309 gain missed
90 days afterFeb 19, 2026	Feb 19, 2026	$687.68	+3.84%	$307 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$772.35	+16.6%	$1,330 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares Russell 2000 ETFIWM

Stock

Transaction date: Nov 21, 2025Amendment filed 276 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 276 days after the trade. IWM closed at $235.60 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$239.90	+1.83%	$146 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$297.97	+26.5%	$2,118 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$253.58	+7.63%	$611 gain missed
90 days afterFeb 19, 2026	Feb 19, 2026	$264.60	+12.3%	$985 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$275.78	+17.1%	$1,365 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares MSCI EAFE ETFEFA

Stock

Transaction date: Nov 20, 2025Amendment filed 277 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 277 days after the trade. EFA closed at $91.24 on Nov 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 21, 2025	Nov 21, 2025	$92.65	+1.55%	$124 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$108.03	+18.4%	$1,472 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$95.70	+4.89%	$391 gain missed
90 days afterFeb 18, 2026	Feb 18, 2026	$104.34	+14.4%	$1,149 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$104.06	+14.1%	$1,124 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares MSCI All Country Asia ex Japan ETFAAXJ

Stock

Transaction date: Nov 6, 2025Amendment filed 291 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 291 days after the trade. AAXJ closed at $93.74 on Nov 6, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 7, 2025	Nov 7, 2025	$93.33	−0.44%	$35 loss avoided
Day of disclosureAug 24, 2026	Aug 24, 2026	$114.47	+22.1%	$1,769 gain missed
30 days afterDec 8, 2025	Dec 8, 2025	$93.10	−0.68%	$55 loss avoided
90 days afterFeb 4, 2026	Feb 4, 2026	$99.51	+6.16%	$492 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$108.84	+16.1%	$1,289 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Goldman Sachs ActiveBeta Emerging Markets Equity EGEM

Stock

Transaction date: Nov 20, 2025Amendment filed 277 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 277 days after the trade. GEM closed at $40.73 on Nov 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 21, 2025	Nov 21, 2025	$40.67	−0.15%	$12 loss avoided
Day of disclosureAug 24, 2026	Aug 24, 2026	$50.52	+24.0%	$1,923 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$41.98	+3.07%	$246 gain missed
90 days afterFeb 18, 2026	Feb 18, 2026	$46.65	+14.5%	$1,163 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$48.46	+19.0%	$1,518 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Fiserv IncFISV

Stock

Transaction date: Nov 21, 2025Amendment filed 276 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 276 days after the trade. FISV closed at $60.84 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$60.67	−0.28%	$22 loss avoided
Day of disclosureAug 24, 2026	Aug 24, 2026	$52.96	−13.0%	$1,036 loss avoided
30 days afterDec 22, 2025	Dec 22, 2025	$68.62	+12.8%	$1,023 gain missed
90 days afterFeb 19, 2026	Feb 19, 2026	$61.53	+1.13%	$91 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$48.25	−20.7%	$1,656 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

First Trust Global Tactical Commodity Strategy FunFTGC

Stock

Transaction date: Nov 21, 2025Amendment filed 276 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 276 days after the trade. FTGC closed at $26.51 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$26.63	+0.43%	$35 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$30.40	+14.7%	$1,174 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$23.19	−12.5%	$1,002 loss avoided
90 days afterFeb 19, 2026	Feb 19, 2026	$24.93	−5.96%	$477 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$30.98	+16.9%	$1,348 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

First Trust Exchange-Traded Fund VIII FT Energy InEIPI

Stock

Transaction date: Nov 21, 2025Amendment filed 276 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 276 days after the trade. EIPI closed at $20.01 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$20.00	−0.04%	$3 loss avoided
Day of disclosureAug 24, 2026	Aug 24, 2026	$22.57	+12.8%	$1,024 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$19.66	−1.77%	$142 loss avoided
90 days afterFeb 19, 2026	Feb 19, 2026	$22.08	+10.3%	$828 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$22.36	+11.7%	$940 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Nov 21, 2025Amendment filed 276 days later

Joint

Vanguard FTSE Developed Markets ETFVEAStock

Partial sale

$1,001 - $15,000

Disclosed 276 days after the trade. VEA closed at $59.77 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$60.06	+0.49%	$39 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$73.06	+22.2%	$1,779 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$62.13	+3.95%	$316 gain missed
90 days afterFeb 19, 2026	Feb 19, 2026	$68.79	+15.1%	$1,207 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$70.12	+17.3%	$1,385 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 21, 2025Amendment filed 276 days later

Joint

Vanguard Global ex-U.S. Real Estate ETFVNQIStock

Partial sale

$1,001 - $15,000

Disclosed 276 days after the trade. VNQI closed at $46.90 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$47.03	+0.28%	$22 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$45.87	−2.21%	$177 loss avoided
30 days afterDec 22, 2025	Dec 22, 2025	$45.55	−2.88%	$230 loss avoided
90 days afterFeb 19, 2026	Feb 19, 2026	$50.06	+6.74%	$539 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$42.74	−8.87%	$710 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 21, 2025Amendment filed 276 days later

Joint

Tortoise North Amer Pipeline FundTPYPStock

Partial sale

$1,001 - $15,000

Disclosed 276 days after the trade. TPYP closed at $35.42 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$35.36	−0.16%	$13 loss avoided
Day of disclosureAug 24, 2026	Aug 24, 2026	$42.84	+20.9%	$1,676 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$35.21	−0.59%	$47 loss avoided
90 days afterFeb 19, 2026	Feb 19, 2026	$40.55	+14.5%	$1,159 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$42.23	+19.2%	$1,538 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 13, 2025Amendment filed 284 days later

Joint

Salesforce IncCRMStock

Sale

$1,001 - $15,000

Disclosed 284 days after the trade. CRM closed at $240.43 on Nov 13, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 14, 2025	Nov 14, 2025	$243.66	+1.34%	$107 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$209.06	−13.0%	$1,044 loss avoided
30 days afterDec 15, 2025	Dec 15, 2025	$254.58	+5.89%	$471 gain missed
90 days afterFeb 11, 2026	Feb 11, 2026	$185.00	−23.1%	$1,845 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	+0.83%	$67 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 20, 2025Amendment filed 277 days later

Joint

NEW WORLD FUND INC - Class R-6RNWGXStock

Partial sale

$1,001 - $15,000

Disclosed 277 days after the trade. RNWGX closed at $94.32 on Nov 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 21, 2025	Nov 21, 2025	$94.39	+0.07%	$6 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$107.97	+14.5%	$1,158 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$92.44	−1.99%	$159 loss avoided
90 days afterFeb 18, 2026	Feb 18, 2026	$100.55	+6.61%	$528 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$101.95	+8.09%	$647 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 21, 2025Amendment filed 276 days later

Joint

Eli Lilly and CompanyLLYStock

Partial sale

$1,001 - $15,000

Disclosed 276 days after the trade. LLY closed at $1,059.70 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$1,070.16	+0.99%	$79 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$1,246.93	+17.7%	$1,414 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$1,076.48	+1.58%	$127 gain missed
90 days afterFeb 19, 2026	Feb 19, 2026	$1,023.22	−3.44%	$275 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+21.1%	$1,691 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 21, 2025Amendment filed 276 days later

Joint

iShares Core S&P 500 ETFIVVStock

Partial sale

$1,001 - $15,000

Disclosed 276 days after the trade. IVV closed at $662.28 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$672.06	+1.48%	$118 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$767.13	+15.8%	$1,267 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$687.83	+3.86%	$309 gain missed
90 days afterFeb 19, 2026	Feb 19, 2026	$687.68	+3.84%	$307 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$772.35	+16.6%	$1,330 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 21, 2025Amendment filed 276 days later

Joint

iShares Russell 2000 ETFIWMStock

Partial sale

$1,001 - $15,000

Disclosed 276 days after the trade. IWM closed at $235.60 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$239.90	+1.83%	$146 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$297.97	+26.5%	$2,118 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$253.58	+7.63%	$611 gain missed
90 days afterFeb 19, 2026	Feb 19, 2026	$264.60	+12.3%	$985 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$275.78	+17.1%	$1,365 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 20, 2025Amendment filed 277 days later

Joint

iShares MSCI EAFE ETFEFAStock

Partial sale

$1,001 - $15,000

Disclosed 277 days after the trade. EFA closed at $91.24 on Nov 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 21, 2025	Nov 21, 2025	$92.65	+1.55%	$124 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$108.03	+18.4%	$1,472 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$95.70	+4.89%	$391 gain missed
90 days afterFeb 18, 2026	Feb 18, 2026	$104.34	+14.4%	$1,149 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$104.06	+14.1%	$1,124 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 6, 2025Amendment filed 291 days later

Joint

iShares MSCI All Country Asia ex Japan ETFAAXJStock

Sale

$1,001 - $15,000

Disclosed 291 days after the trade. AAXJ closed at $93.74 on Nov 6, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 7, 2025	Nov 7, 2025	$93.33	−0.44%	$35 loss avoided
Day of disclosureAug 24, 2026	Aug 24, 2026	$114.47	+22.1%	$1,769 gain missed
30 days afterDec 8, 2025	Dec 8, 2025	$93.10	−0.68%	$55 loss avoided
90 days afterFeb 4, 2026	Feb 4, 2026	$99.51	+6.16%	$492 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$108.84	+16.1%	$1,289 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 20, 2025Amendment filed 277 days later

Joint

Goldman Sachs ActiveBeta Emerging Markets Equity EGEMStock

Partial sale

$1,001 - $15,000

Disclosed 277 days after the trade. GEM closed at $40.73 on Nov 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 21, 2025	Nov 21, 2025	$40.67	−0.15%	$12 loss avoided
Day of disclosureAug 24, 2026	Aug 24, 2026	$50.52	+24.0%	$1,923 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$41.98	+3.07%	$246 gain missed
90 days afterFeb 18, 2026	Feb 18, 2026	$46.65	+14.5%	$1,163 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$48.46	+19.0%	$1,518 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 21, 2025Amendment filed 276 days later

Joint

Fiserv IncFISVStock

Partial sale

$1,001 - $15,000

Disclosed 276 days after the trade. FISV closed at $60.84 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$60.67	−0.28%	$22 loss avoided
Day of disclosureAug 24, 2026	Aug 24, 2026	$52.96	−13.0%	$1,036 loss avoided
30 days afterDec 22, 2025	Dec 22, 2025	$68.62	+12.8%	$1,023 gain missed
90 days afterFeb 19, 2026	Feb 19, 2026	$61.53	+1.13%	$91 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$48.25	−20.7%	$1,656 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 21, 2025Amendment filed 276 days later

Joint

First Trust Global Tactical Commodity Strategy FunFTGCStock

Partial sale

$1,001 - $15,000

Disclosed 276 days after the trade. FTGC closed at $26.51 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$26.63	+0.43%	$35 gain missed
Day of disclosureAug 24, 2026	Aug 24, 2026	$30.40	+14.7%	$1,174 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$23.19	−12.5%	$1,002 loss avoided
90 days afterFeb 19, 2026	Feb 19, 2026	$24.93	−5.96%	$477 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$30.98	+16.9%	$1,348 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 21, 2025Amendment filed 276 days later

Joint

First Trust Exchange-Traded Fund VIII FT Energy InEIPIStock

Partial sale

$1,001 - $15,000

Disclosed 276 days after the trade. EIPI closed at $20.01 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 24, 2025	Nov 24, 2025	$20.00	−0.04%	$3 loss avoided
Day of disclosureAug 24, 2026	Aug 24, 2026	$22.57	+12.8%	$1,024 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$19.66	−1.77%	$142 loss avoided
90 days afterFeb 19, 2026	Feb 19, 2026	$22.08	+10.3%	$828 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$22.36	+11.7%	$940 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Microsoft CorpMSFT

Stock

Transaction date: Apr 22, 2025Amendment filed 485 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 485 days after the trade. MSFT closed at $366.82 on Apr 22, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 23, 2025	Apr 23, 2025	$374.39	+2.06%	+$165 gain
Day of disclosureAug 20, 2026	Aug 20, 2026	$481.15	+31.2%	+$2,494 gain
30 days afterMay 22, 2025	May 22, 2025	$454.86	+24.0%	+$1,920 gain
90 days afterJul 21, 2025	Jul 21, 2025	$510.06	+39.0%	+$3,124 gain
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+45.0%	+$3,600 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Microsoft CorpMSFT

Stock

Transaction date: Apr 16, 2025Amendment filed 491 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 491 days after the trade. MSFT closed at $371.61 on Apr 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 17, 2025	Apr 17, 2025	$367.78	−1.03%	−$82 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$481.15	+29.5%	+$2,358 gain
30 days afterMay 16, 2025	May 16, 2025	$454.27	+22.2%	+$1,780 gain
90 days afterJul 15, 2025	Jul 15, 2025	$505.82	+36.1%	+$2,890 gain
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+43.1%	+$3,450 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Meta Platforms IncMETA

Stock

Transaction date: Apr 15, 2025Amendment filed 492 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 492 days after the trade. META closed at $521.52 on Apr 15, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 16, 2025	Apr 16, 2025	$502.31	−3.68%	−$295 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$545.83	+4.66%	+$373 gain
30 days afterMay 15, 2025	May 15, 2025	$643.88	+23.5%	+$1,877 gain
90 days afterJul 14, 2025	Jul 14, 2025	$720.92	+38.2%	+$3,059 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+33.1%	+$2,650 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares iBoxx $ High Yield Corporate Bond ETFHYG

Stock

Transaction date: Apr 9, 2025Amendment filed 498 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 498 days after the trade. HYG closed at $77.78 on Apr 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 10, 2025	Apr 10, 2025	$76.51	−1.63%	−$131 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$79.56	+2.29%	+$183 gain
30 days afterMay 9, 2025	May 9, 2025	$78.55	+0.99%	+$79 gain
90 days afterJul 8, 2025	Jul 8, 2025	$79.99	+2.84%	+$227 gain
Latest closeOct 20, 2026	Oct 20, 2026	$76.83	−1.22%	−$98 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Cboe Global Markets, Inc. Common StockCBOE

Stock

Transaction date: Apr 8, 2025Amendment filed 499 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 499 days after the trade. CBOE closed at $208.13 on Apr 8, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 9, 2025	Apr 9, 2025	$205.81	−1.11%	−$89 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$294.11	+41.3%	+$3,305 gain
30 days afterMay 8, 2025	May 8, 2025	$228.14	+9.61%	+$769 gain
90 days afterJul 7, 2025	Jul 7, 2025	$235.22	+13.0%	+$1,041 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.00	+51.3%	+$4,108 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Broadcom Inc. - Common StockAVGO

Stock

Transaction date: Apr 8, 2025Amendment filed 499 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 499 days after the trade. AVGO closed at $156.03 on Apr 8, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 9, 2025	Apr 9, 2025	$185.15	+18.7%	+$1,493 gain
Day of disclosureAug 20, 2026	Aug 20, 2026	$364.03	+133.3%	+$10,666 gain
30 days afterMay 8, 2025	May 8, 2025	$207.77	+33.2%	+$2,653 gain
90 days afterJul 7, 2025	Jul 7, 2025	$274.18	+75.7%	+$6,059 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+114.3%	+$9,145 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Apr 16, 2025Amendment filed 491 days later

Joint

Unitedhealth Group IncUNHStock

Purchase

$1,001 - $15,000

Disclosed 491 days after the trade. UNH closed at $585.04 on Apr 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 17, 2025	Apr 17, 2025	$454.11	−22.4%	−$1,791 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$384.85	−34.2%	−$2,738 loss
30 days afterMay 16, 2025	May 16, 2025	$291.91	−50.1%	−$4,009 loss
90 days afterJul 15, 2025	Jul 15, 2025	$291.71	−50.1%	−$4,012 loss
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	−28.3%	−$2,267 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 16, 2025Amendment filed 491 days later

Joint

Oracle CorpORCLStock

Purchase

$1,001 - $15,000

Disclosed 491 days after the trade. ORCL closed at $129.76 on Apr 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 17, 2025	Apr 17, 2025	$128.62	−0.88%	−$70 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$142.07	+9.49%	+$759 gain
30 days afterMay 16, 2025	May 16, 2025	$160.49	+23.7%	+$1,895 gain
90 days afterJul 15, 2025	Jul 15, 2025	$234.96	+81.1%	+$6,487 gain
Latest closeOct 20, 2026	Oct 20, 2026	$131.14	+1.06%	+$85 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 22, 2025Amendment filed 485 days later

Joint

Microsoft CorpMSFTStock

Purchase

$1,001 - $15,000

Disclosed 485 days after the trade. MSFT closed at $366.82 on Apr 22, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 23, 2025	Apr 23, 2025	$374.39	+2.06%	+$165 gain
Day of disclosureAug 20, 2026	Aug 20, 2026	$481.15	+31.2%	+$2,494 gain
30 days afterMay 22, 2025	May 22, 2025	$454.86	+24.0%	+$1,920 gain
90 days afterJul 21, 2025	Jul 21, 2025	$510.06	+39.0%	+$3,124 gain
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+45.0%	+$3,600 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 16, 2025Amendment filed 491 days later

Joint

Microsoft CorpMSFTStock

Purchase

$1,001 - $15,000

Disclosed 491 days after the trade. MSFT closed at $371.61 on Apr 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 17, 2025	Apr 17, 2025	$367.78	−1.03%	−$82 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$481.15	+29.5%	+$2,358 gain
30 days afterMay 16, 2025	May 16, 2025	$454.27	+22.2%	+$1,780 gain
90 days afterJul 15, 2025	Jul 15, 2025	$505.82	+36.1%	+$2,890 gain
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+43.1%	+$3,450 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 15, 2025Amendment filed 492 days later

Joint

Meta Platforms IncMETAStock

Purchase

$1,001 - $15,000

Disclosed 492 days after the trade. META closed at $521.52 on Apr 15, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 16, 2025	Apr 16, 2025	$502.31	−3.68%	−$295 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$545.83	+4.66%	+$373 gain
30 days afterMay 15, 2025	May 15, 2025	$643.88	+23.5%	+$1,877 gain
90 days afterJul 14, 2025	Jul 14, 2025	$720.92	+38.2%	+$3,059 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+33.1%	+$2,650 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 9, 2025Amendment filed 498 days later

Joint

iShares iBoxx $ High Yield Corporate Bond ETFHYGStock

Purchase

$1,001 - $15,000

Disclosed 498 days after the trade. HYG closed at $77.78 on Apr 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 10, 2025	Apr 10, 2025	$76.51	−1.63%	−$131 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$79.56	+2.29%	+$183 gain
30 days afterMay 9, 2025	May 9, 2025	$78.55	+0.99%	+$79 gain
90 days afterJul 8, 2025	Jul 8, 2025	$79.99	+2.84%	+$227 gain
Latest closeOct 20, 2026	Oct 20, 2026	$76.83	−1.22%	−$98 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 8, 2025Amendment filed 499 days later

Joint

COLGATE PALMOLIVE LTD.COLPALStock

Purchase

$1,001 - $15,000

Ticker not recognized

Apr 8, 2025Amendment filed 499 days later

Joint

Cboe Global Markets, Inc. Common StockCBOEStock

Purchase

$1,001 - $15,000

Disclosed 499 days after the trade. CBOE closed at $208.13 on Apr 8, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 9, 2025	Apr 9, 2025	$205.81	−1.11%	−$89 loss
Day of disclosureAug 20, 2026	Aug 20, 2026	$294.11	+41.3%	+$3,305 gain
30 days afterMay 8, 2025	May 8, 2025	$228.14	+9.61%	+$769 gain
90 days afterJul 7, 2025	Jul 7, 2025	$235.22	+13.0%	+$1,041 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.00	+51.3%	+$4,108 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 8, 2025Amendment filed 499 days later

Joint

Broadcom Inc. - Common StockAVGOStock

Purchase

$1,001 - $15,000

Disclosed 499 days after the trade. AVGO closed at $156.03 on Apr 8, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 9, 2025	Apr 9, 2025	$185.15	+18.7%	+$1,493 gain
Day of disclosureAug 20, 2026	Aug 20, 2026	$364.03	+133.3%	+$10,666 gain
30 days afterMay 8, 2025	May 8, 2025	$207.77	+33.2%	+$2,653 gain
90 days afterJul 7, 2025	Jul 7, 2025	$274.18	+75.7%	+$6,059 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+114.3%	+$9,145 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tradr 2X Long SPY Monthly ETFSPYM

Stock

Transaction date: Jul 23, 2026Amendment filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 25 days after the trade. SPYM closed at $86.91 on Jul 23, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 24, 2026	Jul 24, 2026	$86.96	+0.06%	+$5 gain
Day of disclosureAug 17, 2026	Aug 17, 2026	$90.96	+4.66%	+$373 gain
30 days afterAug 24, 2026	Aug 24, 2026	$89.88	+3.42%	+$273 gain
90 days afterOct 21, 2026	Oct 21, 2026	$90.99	+4.69%	+$376 gain
Latest closeOct 21, 2026	Oct 21, 2026	$90.99	+4.69%	+$376 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Estee Lauder Companies, Inc. (The) Common StockEL

Stock

Transaction date: Jul 2, 2026Amendment filed 46 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 46 days after the trade. EL closed at $83.71 on Jul 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 6, 2026	Jul 6, 2026	$84.90	+1.42%	+$114 gain
Day of disclosureAug 17, 2026	Aug 17, 2026	$84.34	+0.75%	+$60 gain
30 days afterAug 3, 2026	Aug 3, 2026	$84.68	+1.16%	+$93 gain
90 days afterSep 30, 2026	Sep 30, 2026	$92.77	+10.8%	+$866 gain
Latest closeOct 20, 2026	Oct 20, 2026	$106.12	+26.8%	+$2,142 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Chevron Corporation Common StockCVX

Stock

Transaction date: Jul 2, 2026Amendment filed 46 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 46 days after the trade. CVX closed at $169.20 on Jul 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 6, 2026	Jul 6, 2026	$168.10	−0.65%	−$52 loss
Day of disclosureAug 17, 2026	Aug 17, 2026	$202.70	+19.8%	+$1,584 gain
30 days afterAug 3, 2026	Aug 3, 2026	$193.18	+14.2%	+$1,134 gain
90 days afterSep 30, 2026	Sep 30, 2026	$204.21	+20.7%	+$1,656 gain
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+33.4%	+$2,672 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tradr 2X Long SPY Monthly ETFSPYM

Stock

Transaction date: Jul 2, 2026Amendment filed 46 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 46 days after the trade. SPYM closed at $87.67 on Jul 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 6, 2026	Jul 6, 2026	$88.43	+0.87%	+$69 gain
Day of disclosureAug 17, 2026	Aug 17, 2026	$90.96	+3.75%	+$300 gain
30 days afterAug 3, 2026	Aug 3, 2026	$89.19	+1.73%	+$139 gain
90 days afterSep 30, 2026	Sep 30, 2026	$89.76	+2.38%	+$191 gain
Latest closeOct 21, 2026	Oct 21, 2026	$90.99	+3.79%	+$303 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Jul 9, 2026Amendment filed 39 days later

Joint

Aptiv PLC Ordinary SharesAPTVStock

Purchase

$1,001 - $15,000

Disclosed 39 days after the trade. APTV closed at $59.86 on Jul 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 10, 2026	Jul 10, 2026	$60.57	+1.19%	+$95 gain
Day of disclosureAug 17, 2026	Aug 17, 2026	$50.04	−16.4%	−$1,313 loss
30 days afterAug 10, 2026	Aug 10, 2026	$49.81	−16.8%	−$1,343 loss
90 days afterOct 7, 2026	Oct 7, 2026	$44.22	−26.1%	−$2,090 loss
Latest closeOct 21, 2026	Oct 21, 2026	$44.34	−25.9%	−$2,074 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Amendment filed 18 days later

Joint

PayPal Holdings, Inc. - Common StockPYPLStock

Purchase

$1,001 - $15,000

Disclosed 18 days after the trade. PYPL closed at $57.65 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 31, 2026	Jul 31, 2026	$57.21	−0.76%	−$61 loss
Day of disclosureAug 17, 2026	Aug 17, 2026	$60.47	+4.89%	+$391 gain
30 days afterAug 31, 2026	Aug 31, 2026	$52.67	−8.65%	−$692 loss
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−0.88%	−$71 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 23, 2026Amendment filed 25 days later

Joint

Tradr 2X Long SPY Monthly ETFSPYMStock

Purchase

$1,001 - $15,000

Disclosed 25 days after the trade. SPYM closed at $86.91 on Jul 23, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 24, 2026	Jul 24, 2026	$86.96	+0.06%	+$5 gain
Day of disclosureAug 17, 2026	Aug 17, 2026	$90.96	+4.66%	+$373 gain
30 days afterAug 24, 2026	Aug 24, 2026	$89.88	+3.42%	+$273 gain
90 days afterOct 21, 2026	Oct 21, 2026	$90.99	+4.69%	+$376 gain
Latest closeOct 21, 2026	Oct 21, 2026	$90.99	+4.69%	+$376 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 2, 2026Amendment filed 46 days later

Joint

Estee Lauder Companies, Inc. (The) Common StockELStock

Purchase

$1,001 - $15,000

Disclosed 46 days after the trade. EL closed at $83.71 on Jul 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 6, 2026	Jul 6, 2026	$84.90	+1.42%	+$114 gain
Day of disclosureAug 17, 2026	Aug 17, 2026	$84.34	+0.75%	+$60 gain
30 days afterAug 3, 2026	Aug 3, 2026	$84.68	+1.16%	+$93 gain
90 days afterSep 30, 2026	Sep 30, 2026	$92.77	+10.8%	+$866 gain
Latest closeOct 20, 2026	Oct 20, 2026	$106.12	+26.8%	+$2,142 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 2, 2026Amendment filed 46 days later

Joint

Chevron Corporation Common StockCVXStock

Purchase

$1,001 - $15,000

Disclosed 46 days after the trade. CVX closed at $169.20 on Jul 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 6, 2026	Jul 6, 2026	$168.10	−0.65%	−$52 loss
Day of disclosureAug 17, 2026	Aug 17, 2026	$202.70	+19.8%	+$1,584 gain
30 days afterAug 3, 2026	Aug 3, 2026	$193.18	+14.2%	+$1,134 gain
90 days afterSep 30, 2026	Sep 30, 2026	$204.21	+20.7%	+$1,656 gain
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+33.4%	+$2,672 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 2, 2026Amendment filed 46 days later

Joint

Tradr 2X Long SPY Monthly ETFSPYMStock

Purchase

$1,001 - $15,000

Disclosed 46 days after the trade. SPYM closed at $87.67 on Jul 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 6, 2026	Jul 6, 2026	$88.43	+0.87%	+$69 gain
Day of disclosureAug 17, 2026	Aug 17, 2026	$90.96	+3.75%	+$300 gain
30 days afterAug 3, 2026	Aug 3, 2026	$89.19	+1.73%	+$139 gain
90 days afterSep 30, 2026	Sep 30, 2026	$89.76	+2.38%	+$191 gain
Latest closeOct 21, 2026	Oct 21, 2026	$90.99	+3.79%	+$303 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Home Depot, Inc. (The) Common StockHD

Stock

Transaction date: Jul 9, 2026Filed 39 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 39 days after the trade. HD closed at $338.73 on Jul 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 10, 2026	Jul 10, 2026	$343.30	+1.35%	$108 gain missed
Day of disclosureAug 17, 2026	Aug 17, 2026	$337.88	−0.25%	$20 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$350.78	+3.56%	$285 gain missed
90 days afterOct 7, 2026	Oct 7, 2026	$285.77	−15.6%	$1,251 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−6.97%	$558 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

The Travelers Companies, Inc. Common StockTRV

Stock

Transaction date: Jul 2, 2026Filed 46 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 46 days after the trade. TRV closed at $342.31 on Jul 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 6, 2026	Jul 6, 2026	$339.17	−0.92%	$73 loss avoided
Day of disclosureAug 17, 2026	Aug 17, 2026	$364.51	+6.49%	$519 gain missed
30 days afterAug 3, 2026	Aug 3, 2026	$373.82	+9.21%	$737 gain missed
90 days afterSep 30, 2026	Sep 30, 2026	$356.51	+4.15%	$332 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$395.73	+15.6%	$1,249 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Jul 31, 2026Filed 17 days later

Joint

Cboe Global Markets, Inc. Common StockCBOEStock

Sale

$1,001 - $15,000

Disclosed 17 days after the trade. CBOE closed at $310.23 on Jul 31, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 3, 2026	Aug 3, 2026	$297.83	−4.00%	$320 loss avoided
Day of disclosureAug 17, 2026	Aug 17, 2026	$295.00	−4.91%	$393 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$300.20	−3.23%	$259 loss avoided
90 days after	Pending: first session on or after Oct 29, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$315.00	+1.54%	$123 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 23, 2026Filed 25 days later

Joint

JP Morgan Chase & Co. Common StockJPMStock

Partial sale

$1,001 - $15,000

Disclosed 25 days after the trade. JPM closed at $349.90 on Jul 23, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 24, 2026	Jul 24, 2026	$353.21	+0.95%	$76 gain missed
Day of disclosureAug 17, 2026	Aug 17, 2026	$360.96	+3.16%	$253 gain missed
30 days afterAug 24, 2026	Aug 24, 2026	$356.39	+1.85%	$148 gain missed
90 days after	Pending: first session on or after Oct 21, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	−4.18%	$335 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 9, 2026Filed 39 days later

Joint

Home Depot, Inc. (The) Common StockHDStock

Sale

$1,001 - $15,000

Disclosed 39 days after the trade. HD closed at $338.73 on Jul 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 10, 2026	Jul 10, 2026	$343.30	+1.35%	$108 gain missed
Day of disclosureAug 17, 2026	Aug 17, 2026	$337.88	−0.25%	$20 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$350.78	+3.56%	$285 gain missed
90 days afterOct 7, 2026	Oct 7, 2026	$285.77	−15.6%	$1,251 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−6.97%	$558 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 2, 2026Filed 46 days later · past 45 days

Joint

The Travelers Companies, Inc. Common StockTRVStock

Sale

$1,001 - $15,000

Disclosed 46 days after the trade. TRV closed at $342.31 on Jul 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 6, 2026	Jul 6, 2026	$339.17	−0.92%	$73 loss avoided
Day of disclosureAug 17, 2026	Aug 17, 2026	$364.51	+6.49%	$519 gain missed
30 days afterAug 3, 2026	Aug 3, 2026	$373.82	+9.21%	$737 gain missed
90 days afterSep 30, 2026	Sep 30, 2026	$356.51	+4.15%	$332 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$395.73	+15.6%	$1,249 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tradr 2X Long SPY Monthly ETFSPYM

Stock

Transaction date: Jul 23, 2026Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 25 days after the trade. SPYM closed at $86.91 on Jul 23, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 24, 2026	Jul 24, 2026	$86.96	+0.06%	+$5 gain
Day of disclosureAug 17, 2026	Aug 17, 2026	$90.96	+4.66%	+$373 gain
30 days afterAug 24, 2026	Aug 24, 2026	$89.88	+3.42%	+$273 gain
90 days afterOct 21, 2026	Oct 21, 2026	$90.99	+4.69%	+$376 gain
Latest closeOct 21, 2026	Oct 21, 2026	$90.99	+4.69%	+$376 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Estee Lauder Companies, Inc. (The) Common StockEL

Stock

Transaction date: Jul 2, 2026Filed 46 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 46 days after the trade. EL closed at $83.71 on Jul 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 6, 2026	Jul 6, 2026	$84.90	+1.42%	+$114 gain
Day of disclosureAug 17, 2026	Aug 17, 2026	$84.34	+0.75%	+$60 gain
30 days afterAug 3, 2026	Aug 3, 2026	$84.68	+1.16%	+$93 gain
90 days afterSep 30, 2026	Sep 30, 2026	$92.77	+10.8%	+$866 gain
Latest closeOct 20, 2026	Oct 20, 2026	$106.12	+26.8%	+$2,142 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Chevron Corporation Common StockCVX

Stock

Transaction date: Jul 2, 2026Filed 46 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 46 days after the trade. CVX closed at $169.20 on Jul 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 6, 2026	Jul 6, 2026	$168.10	−0.65%	−$52 loss
Day of disclosureAug 17, 2026	Aug 17, 2026	$202.70	+19.8%	+$1,584 gain
30 days afterAug 3, 2026	Aug 3, 2026	$193.18	+14.2%	+$1,134 gain
90 days afterSep 30, 2026	Sep 30, 2026	$204.21	+20.7%	+$1,656 gain
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+33.4%	+$2,672 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Jul 9, 2026Filed 39 days later

Joint

Aptiv PLC Ordinary SharesAPTVStock

Purchase

$1,001 - $15,000

Disclosed 39 days after the trade. APTV closed at $59.86 on Jul 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 10, 2026	Jul 10, 2026	$60.57	+1.19%	+$95 gain
Day of disclosureAug 17, 2026	Aug 17, 2026	$50.04	−16.4%	−$1,313 loss
30 days afterAug 10, 2026	Aug 10, 2026	$49.81	−16.8%	−$1,343 loss
90 days afterOct 7, 2026	Oct 7, 2026	$44.22	−26.1%	−$2,090 loss
Latest closeOct 21, 2026	Oct 21, 2026	$44.34	−25.9%	−$2,074 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 18 days later

Joint

PayPal Holdings, Inc. - Common StockPYPLStock

Purchase

$1,001 - $15,000

Disclosed 18 days after the trade. PYPL closed at $57.65 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 31, 2026	Jul 31, 2026	$57.21	−0.76%	−$61 loss
Day of disclosureAug 17, 2026	Aug 17, 2026	$60.47	+4.89%	+$391 gain
30 days afterAug 31, 2026	Aug 31, 2026	$52.67	−8.65%	−$692 loss
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−0.88%	−$71 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 23, 2026Filed 25 days later

Joint

Tradr 2X Long SPY Monthly ETFSPYMStock

Purchase

$1,001 - $15,000

Disclosed 25 days after the trade. SPYM closed at $86.91 on Jul 23, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 24, 2026	Jul 24, 2026	$86.96	+0.06%	+$5 gain
Day of disclosureAug 17, 2026	Aug 17, 2026	$90.96	+4.66%	+$373 gain
30 days afterAug 24, 2026	Aug 24, 2026	$89.88	+3.42%	+$273 gain
90 days afterOct 21, 2026	Oct 21, 2026	$90.99	+4.69%	+$376 gain
Latest closeOct 21, 2026	Oct 21, 2026	$90.99	+4.69%	+$376 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 2, 2026Filed 46 days later · past 45 days

Joint

Estee Lauder Companies, Inc. (The) Common StockELStock

Purchase

$1,001 - $15,000

Disclosed 46 days after the trade. EL closed at $83.71 on Jul 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 6, 2026	Jul 6, 2026	$84.90	+1.42%	+$114 gain
Day of disclosureAug 17, 2026	Aug 17, 2026	$84.34	+0.75%	+$60 gain
30 days afterAug 3, 2026	Aug 3, 2026	$84.68	+1.16%	+$93 gain
90 days afterSep 30, 2026	Sep 30, 2026	$92.77	+10.8%	+$866 gain
Latest closeOct 20, 2026	Oct 20, 2026	$106.12	+26.8%	+$2,142 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 2, 2026Filed 46 days later · past 45 days

Joint

Chevron Corporation Common StockCVXStock

Purchase

$1,001 - $15,000

Disclosed 46 days after the trade. CVX closed at $169.20 on Jul 2, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 6, 2026	Jul 6, 2026	$168.10	−0.65%	−$52 loss
Day of disclosureAug 17, 2026	Aug 17, 2026	$202.70	+19.8%	+$1,584 gain
30 days afterAug 3, 2026	Aug 3, 2026	$193.18	+14.2%	+$1,134 gain
90 days afterSep 30, 2026	Sep 30, 2026	$204.21	+20.7%	+$1,656 gain
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+33.4%	+$2,672 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 2, 2026Filed 46 days later · past 45 days

Joint

SPYM - Tradr 2X Long SPY Monthly ETFStock

Purchase

$1,001 - $15,000

No ticker reported

UnitedHealth Group Incorporated Common Stock (DE)UNH

Stock

Transaction date: Jun 4, 2026Filed 39 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 39 days after the trade. UNH closed at $396.47 on Jun 4, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 5, 2026	Jun 5, 2026	$399.47	+0.76%	+$61 gain
Day of disclosureJul 13, 2026	Jul 13, 2026	$429.09	+8.23%	+$658 gain
30 days afterJul 6, 2026	Jul 6, 2026	$417.99	+5.43%	+$434 gain
90 days afterSep 2, 2026	Sep 2, 2026	$399.66	+0.80%	+$64 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+5.75%	+$460 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Jun 25, 2026Filed 18 days later

Joint

iShares Expanded Tech-Software Sector ETFIGVStock

Purchase

$1,001 - $15,000

Disclosed 18 days after the trade. IGV closed at $84.76 on Jun 25, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 26, 2026	Jun 26, 2026	$88.20	+4.06%	+$325 gain
Day of disclosureJul 13, 2026	Jul 13, 2026	$92.70	+9.37%	+$750 gain
30 days afterJul 27, 2026	Jul 27, 2026	$90.91	+7.26%	+$581 gain
90 days afterSep 23, 2026	Sep 23, 2026	$108.10	+27.5%	+$2,203 gain
Latest closeOct 20, 2026	Oct 20, 2026	$106.93	+26.2%	+$2,093 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 25, 2026Filed 18 days later

Joint

abrdn Physical Palladium Shares ETFPALLStock

Purchase

$1,001 - $15,000

Disclosed 18 days after the trade. PALL closed at $21.52 on Jun 25, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 26, 2026	Jun 26, 2026	$22.04	+2.42%	+$193 gain
Day of disclosureJul 13, 2026	Jul 13, 2026	$22.73	+5.62%	+$450 gain
30 days afterJul 27, 2026	Jul 27, 2026	$23.42	+8.83%	+$706 gain
90 days afterSep 23, 2026	Sep 23, 2026	$22.95	+6.64%	+$532 gain
Latest closeOct 20, 2026	Oct 20, 2026	$19.94	−7.34%	−$587 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 17, 2026Filed 26 days later

Joint

SCHP - Schwab U.S. TIPS ETFStock

Purchase

$1,001 - $15,000

No ticker reported

Jun 12, 2026Filed 31 days later

Joint

CEG - Constellation Energy Corporation - Common Stock When-IssuedStock

Purchase

$1,001 - $15,000

No ticker reported

Jun 4, 2026Filed 39 days later

Joint

UnitedHealth Group Incorporated Common Stock (DE)UNHStock

Purchase

$1,001 - $15,000

Disclosed 39 days after the trade. UNH closed at $396.47 on Jun 4, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 5, 2026	Jun 5, 2026	$399.47	+0.76%	+$61 gain
Day of disclosureJul 13, 2026	Jul 13, 2026	$429.09	+8.23%	+$658 gain
30 days afterJul 6, 2026	Jul 6, 2026	$417.99	+5.43%	+$434 gain
90 days afterSep 2, 2026	Sep 2, 2026	$399.66	+0.80%	+$64 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+5.75%	+$460 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.