Thomas H. Kean, Jr.

Representative · NJ-7 · R

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2023

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.

← House chamber

Thomas H. Kean, Jr.

Representative · NJ-7 · R

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2023

Official website Biographical Directory

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

Disclosed trades

Reports filed since Jan 1, 2025 with the House Clerk, 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.

126 reported transactions in 21 electronically filed reports; latest filed Sep 12, 2026.

Periodic Transaction Report · filed Sep 12, 2026 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Aug 27, 2026Filed 16 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 10, 2026New

Disclosed 16 days after the trade. GOOGL closed at $340.65 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	$346.59	+1.74%	$140 gain missed
Day of disclosureSep 14, 2026	Sep 14, 2026	$349.39	+2.57%	$205 gain missed
30 days afterSep 28, 2026	Sep 28, 2026	$342.75	+0.62%	$49 gain missed
90 days after	Pending: first session on or after Nov 25, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−0.11%	$9 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.

Amcor plc Ordinary SharesAMCR

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Aug 10, 2026Filed 33 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 1, 2026New

Disclosed 33 days after the trade. AMCR closed at $47.11 on Aug 10, 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 11, 2026	Aug 11, 2026	$47.40	+0.62%	$49 gain missed
Day of disclosureSep 14, 2026	Sep 14, 2026	$42.25	−10.3%	$825 loss avoided
30 days afterSep 9, 2026	Sep 9, 2026	$43.13	−8.45%	$676 loss avoided
90 days after	Pending: first session on or after Nov 8, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$44.73	−5.05%	$404 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

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Aug 27, 2026Filed 16 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 10, 2026New

Disclosed 16 days after the trade. JNJ closed at $265.77 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	$268.04	+0.85%	$68 gain missed
Day of disclosureSep 14, 2026	Sep 14, 2026	$266.32	+0.21%	$17 gain missed
30 days afterSep 28, 2026	Sep 28, 2026	$271.95	+2.33%	$186 gain missed
90 days after	Pending: first session on or after Nov 25, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	−2.41%	$193 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.

Linde plc - Ordinary SharesLIN

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Aug 10, 2026Filed 33 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 1, 2026New

Disclosed 33 days after the trade. LIN closed at $492.46 on Aug 10, 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 11, 2026	Aug 11, 2026	$490.53	−0.39%	−$31 loss
Day of disclosureSep 14, 2026	Sep 14, 2026	$464.41	−5.70%	−$456 loss
30 days afterSep 9, 2026	Sep 9, 2026	$466.65	−5.24%	−$419 loss
90 days after	Pending: first session on or after Nov 8, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$501.89	+1.91%	+$153 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.

MasTec, Inc. Common StockMTZ

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Aug 21, 2026Filed 22 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 1, 2026New

Disclosed 22 days after the trade. MTZ closed at $266.26 on Aug 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 tradeAug 24, 2026	Aug 24, 2026	$255.36	−4.09%	−$328 loss
Day of disclosureSep 14, 2026	Sep 14, 2026	$227.70	−14.5%	−$1,159 loss
30 days afterSep 21, 2026	Sep 21, 2026	$222.90	−16.3%	−$1,303 loss
90 days after	Pending: first session on or after Nov 19, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$187.34	−29.6%	−$2,372 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.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Aug 27, 2026Filed 16 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Sep 10, 2026New

Disclosed 16 days after the trade. MSFT closed at $505.06 on Aug 27, 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 28, 2026	Aug 28, 2026	$513.53	+1.68%	$545 gain missed
Day of disclosureSep 14, 2026	Sep 14, 2026	$505.41	+0.07%	$23 gain missed
30 days afterSep 28, 2026	Sep 28, 2026	$509.22	+0.82%	$268 gain missed
90 days after	Pending: first session on or after Nov 25, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+5.31%	$1,725 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)

Notified / status

Prices

Aug 27, 2026Filed 16 days later

Member

Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$1,001 - $15,000

Notified Sep 10, 2026New

Disclosed 16 days after the trade. GOOGL closed at $340.65 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	$346.59	+1.74%	$140 gain missed
Day of disclosureSep 14, 2026	Sep 14, 2026	$349.39	+2.57%	$205 gain missed
30 days afterSep 28, 2026	Sep 28, 2026	$342.75	+0.62%	$49 gain missed
90 days after	Pending: first session on or after Nov 25, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−0.11%	$9 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 10, 2026Filed 33 days later

Member

Amcor plc Ordinary SharesAMCRStocks (including ADRs) [ST]Held in: Kean Family Partnership

Partial sale

$1,001 - $15,000

Notified Sep 1, 2026New

Disclosed 33 days after the trade. AMCR closed at $47.11 on Aug 10, 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 11, 2026	Aug 11, 2026	$47.40	+0.62%	$49 gain missed
Day of disclosureSep 14, 2026	Sep 14, 2026	$42.25	−10.3%	$825 loss avoided
30 days afterSep 9, 2026	Sep 9, 2026	$43.13	−8.45%	$676 loss avoided
90 days after	Pending: first session on or after Nov 8, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$44.73	−5.05%	$404 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 27, 2026Filed 16 days later

Member

Johnson & Johnson Common StockJNJ

Disclosed 16 days after the trade. JNJ closed at $265.77 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	$268.04	+0.85%	$68 gain missed
Day of disclosureSep 14, 2026	Sep 14, 2026	$266.32	+0.21%	$17 gain missed
30 days afterSep 28, 2026	Sep 28, 2026	$271.95	+2.33%	$186 gain missed
90 days after	Pending: first session on or after Nov 25, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	−2.41%	$193 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 18, 2026 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Jul 22, 2026Filed 27 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 7, 2026New

Disclosed 27 days after the trade. GOOGL closed at $342.09 on Jul 22, 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 23, 2026	Jul 23, 2026	$317.69	−7.13%	$571 loss avoided
Day of disclosureAug 18, 2026	Aug 18, 2026	$344.20	+0.62%	$49 gain missed
30 days afterAug 21, 2026	Aug 21, 2026	$344.82	+0.80%	$64 gain missed
90 days afterOct 20, 2026	Oct 20, 2026	$340.28	−0.53%	$42 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−0.53%	$42 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.

Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: Kean Family Partnership
Transaction date
Jul 8, 2026Filed 41 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Jul 15, 2026 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Jun 2, 2026Filed 43 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 18, 2026New

Disclosed 43 days after the trade. GOOGL closed at $361.85 on Jun 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 tradeJun 3, 2026	Jun 3, 2026	$358.99	−0.79%	$63 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$370.92	+2.51%	$201 gain missed
30 days afterJul 2, 2026	Jul 2, 2026	$359.91	−0.54%	$43 loss avoided
90 days afterAug 31, 2026	Aug 31, 2026	$339.35	−6.22%	$498 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−5.96%	$477 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.

Alphabet Inc. - Class A Common StockGOOGL
Stocks (including ADRs) [ST]
Held in: Kean Family Partnership
Transaction date
Jun 24, 2026Filed 21 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Member

Periodic Transaction Report · filed Jun 18, 2026 · House Clerk

View original filing

Amcor plc Ordinary SharesAMCR

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: May 14, 2026Filed 35 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 2, 2026New

Disclosed 35 days after the trade. AMCR closed at $38.59 on May 14, 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 tradeMay 15, 2026	May 15, 2026	$36.69	−4.92%	−$394 loss
Day of disclosureJun 18, 2026	Jun 18, 2026	$41.08	+6.45%	+$516 gain
30 days afterJun 15, 2026	Jun 15, 2026	$41.11	+6.53%	+$522 gain
90 days afterAug 12, 2026	Aug 12, 2026	$46.56	+20.7%	+$1,652 gain
Latest closeOct 20, 2026	Oct 20, 2026	$44.73	+15.9%	+$1,273 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.

Becton, Dickinson and Company Common StockBDX
Stocks (including ADRs) [ST]
Held in: Kean Family Partnership
Transaction date
May 21, 2026Filed 28 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed May 22, 2026 · House Clerk

View original filing

Analog Devices, Inc. - Common StockADI

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Apr 29, 2026Filed 23 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 17, 2026New

Disclosed 23 days after the trade. ADI closed at $389.31 on Apr 29, 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 tradeApr 30, 2026	Apr 30, 2026	$402.26	+3.33%	$266 gain missed
Day of disclosureMay 22, 2026	May 22, 2026	$397.07	+1.99%	$159 gain missed
30 days afterMay 29, 2026	May 29, 2026	$413.85	+6.30%	$504 gain missed
90 days afterJul 28, 2026	Jul 28, 2026	$365.83	−6.03%	$483 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	+1.99%	$159 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 Citizens BancShares, Inc. - Class A Common StockFCNCA
Stocks (including ADRs) [ST]
Held in: Kean Family Partnership
Transaction date
Apr 14, 2026Filed 38 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Apr 13, 2026 · House Clerk

View original filing

Amcor plc Ordinary SharesAMCR

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Mar 31, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 3, 2026New

Disclosed 13 days after the trade. AMCR closed at $39.75 on Mar 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 bought
Day after the tradeApr 1, 2026	Apr 1, 2026	$40.70	+2.39%	+$191 gain
Day of disclosureApr 13, 2026	Apr 13, 2026	$40.96	+3.04%	+$244 gain
30 days afterApr 30, 2026	Apr 30, 2026	$38.04	−4.30%	−$344 loss
90 days afterJun 29, 2026	Jun 29, 2026	$42.94	+8.03%	+$642 gain
Latest closeOct 20, 2026	Oct 20, 2026	$44.73	+12.5%	+$1,002 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.

Chubb Limited Common StockCB
Stocks (including ADRs) [ST]
Held in: State Street Bank & Trust Co.
Transaction date
Mar 26, 2026Filed 18 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Mar 18, 2026 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Feb 5, 2026Filed 41 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Mar 3, 2026New

Disclosed 41 days after the trade. GOOGL closed at $331.25 on Feb 5, 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 tradeFeb 6, 2026	Feb 6, 2026	$322.86	−2.53%	$823 loss avoided
Day of disclosureMar 18, 2026	Mar 18, 2026	$307.69	−7.11%	$2,312 loss avoided
30 days afterMar 9, 2026	Mar 9, 2026	$306.36	−7.51%	$2,442 loss avoided
90 days afterMay 6, 2026	May 6, 2026	$398.04	+20.2%	$6,553 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+2.72%	$885 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 Citizens BancShares, Inc. - Class A Common StockFCNCA
Stocks (including ADRs) [ST]
Held in: Kean Family Partnership
Transaction date
Feb 5, 2026Filed 41 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member

Periodic Transaction Report · filed Feb 19, 2026 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Jan 29, 2026Filed 21 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 5, 2026New

Disclosed 21 days after the trade. ABT closed at $106.09 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$109.30	+3.03%	+$242 gain
Day of disclosureFeb 19, 2026	Feb 19, 2026	$112.19	+5.75%	+$460 gain
30 days afterMar 2, 2026	Mar 2, 2026	$114.12	+7.57%	+$606 gain
90 days afterApr 29, 2026	Apr 29, 2026	$91.33	−13.9%	−$1,113 loss
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−3.43%	−$275 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.

General Motors Company Common StockGM
Stocks (including ADRs) [ST]
Held in: Kean Family Partnership
Transaction date
Jan 7, 2026Filed 43 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Jan 16, 2026 · House Clerk

View original filing

Liberty Media Corporation - Series A Liberty Live Common StockLLYVA

Stocks (including ADRs) [ST]

Shares of listed stock received in a share exchange of Liberty Media Corp LBTY Live CL A (LLYVA)

Held in: State Street Bank & Trust Co.

Transaction date: Dec 16, 2025Filed 31 days later
Type: Exchange
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 8, 2026New

Disclosed 31 days after the trade. LLYVA closed at $82.09 on Dec 16, 2025; changes are measured from that close.

Point	Session	Close	Change
Day after the tradeDec 17, 2025	Dec 17, 2025	$81.92	−0.21%
Day of disclosureJan 16, 2026	Jan 16, 2026	$82.73	+0.78%
30 days afterJan 15, 2026	Jan 15, 2026	$82.26	+0.21%
90 days afterMar 16, 2026	Mar 16, 2026	$93.44	+13.8%
Latest closeOct 20, 2026	Oct 20, 2026	$96.69	+17.8%

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.

Liberty Media Corporation - Series C Liberty Live Common StockLLYVK
Stocks (including ADRs) [ST]
Shares of listed stock received in a share exchange of Liberty Media Corp LBTY Live CL C (LLYVK)
Held in: State Street Bank & Trust Co.

Periodic Transaction Report · filed Dec 19, 2025 · House Clerk

View original filing

Johnson & Johnson Common StockJNJ

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Nov 20, 2025Filed 29 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 5, 2025New

Disclosed 29 days after the trade. JNJ closed at $203.07 on Nov 20, 2025; 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 tradeNov 21, 2025	Nov 21, 2025	$203.90	+0.41%	$133 gain missed
Day of disclosureDec 19, 2025	Dec 19, 2025	$206.37	+1.63%	$528 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$207.32	+2.09%	$680 gain missed
90 days afterFeb 18, 2026	Feb 18, 2026	$244.99	+20.6%	$6,709 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+27.7%	$9,009 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.

Stryker Corporation Common StockSYK
Stocks (including ADRs) [ST]
Held in: State Street Bank & Trust Co.
Transaction date
Nov 20, 2025Filed 29 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Member

Reports filed since Jan 1, 2025 with the House Clerk, 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.

126 reported transactions in 21 electronically filed reports; latest filed Sep 12, 2026.

Periodic Transaction Report · filed Sep 12, 2026 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Aug 27, 2026Filed 16 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 10, 2026New

Disclosed 16 days after the trade. GOOGL closed at $340.65 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	$346.59	+1.74%	$140 gain missed
Day of disclosureSep 14, 2026	Sep 14, 2026	$349.39	+2.57%	$205 gain missed
30 days afterSep 28, 2026	Sep 28, 2026	$342.75	+0.62%	$49 gain missed
90 days after	Pending: first session on or after Nov 25, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−0.11%	$9 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.

Amcor plc Ordinary SharesAMCR

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Aug 10, 2026Filed 33 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 1, 2026New

Disclosed 33 days after the trade. AMCR closed at $47.11 on Aug 10, 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 11, 2026	Aug 11, 2026	$47.40	+0.62%	$49 gain missed
Day of disclosureSep 14, 2026	Sep 14, 2026	$42.25	−10.3%	$825 loss avoided
30 days afterSep 9, 2026	Sep 9, 2026	$43.13	−8.45%	$676 loss avoided
90 days after	Pending: first session on or after Nov 8, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$44.73	−5.05%	$404 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

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Aug 27, 2026Filed 16 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 10, 2026New

Disclosed 16 days after the trade. JNJ closed at $265.77 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	$268.04	+0.85%	$68 gain missed
Day of disclosureSep 14, 2026	Sep 14, 2026	$266.32	+0.21%	$17 gain missed
30 days afterSep 28, 2026	Sep 28, 2026	$271.95	+2.33%	$186 gain missed
90 days after	Pending: first session on or after Nov 25, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	−2.41%	$193 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.

Linde plc - Ordinary SharesLIN

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Aug 10, 2026Filed 33 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 1, 2026New

Disclosed 33 days after the trade. LIN closed at $492.46 on Aug 10, 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 11, 2026	Aug 11, 2026	$490.53	−0.39%	−$31 loss
Day of disclosureSep 14, 2026	Sep 14, 2026	$464.41	−5.70%	−$456 loss
30 days afterSep 9, 2026	Sep 9, 2026	$466.65	−5.24%	−$419 loss
90 days after	Pending: first session on or after Nov 8, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$501.89	+1.91%	+$153 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.

MasTec, Inc. Common StockMTZ

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Aug 21, 2026Filed 22 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 1, 2026New

Disclosed 22 days after the trade. MTZ closed at $266.26 on Aug 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 tradeAug 24, 2026	Aug 24, 2026	$255.36	−4.09%	−$328 loss
Day of disclosureSep 14, 2026	Sep 14, 2026	$227.70	−14.5%	−$1,159 loss
30 days afterSep 21, 2026	Sep 21, 2026	$222.90	−16.3%	−$1,303 loss
90 days after	Pending: first session on or after Nov 19, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$187.34	−29.6%	−$2,372 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.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Aug 27, 2026Filed 16 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Sep 10, 2026New

Disclosed 16 days after the trade. MSFT closed at $505.06 on Aug 27, 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 28, 2026	Aug 28, 2026	$513.53	+1.68%	$545 gain missed
Day of disclosureSep 14, 2026	Sep 14, 2026	$505.41	+0.07%	$23 gain missed
30 days afterSep 28, 2026	Sep 28, 2026	$509.22	+0.82%	$268 gain missed
90 days after	Pending: first session on or after Nov 25, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+5.31%	$1,725 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)

Notified / status

Prices

Aug 27, 2026Filed 16 days later

Member

Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$1,001 - $15,000

Notified Sep 10, 2026New

Disclosed 16 days after the trade. GOOGL closed at $340.65 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	$346.59	+1.74%	$140 gain missed
Day of disclosureSep 14, 2026	Sep 14, 2026	$349.39	+2.57%	$205 gain missed
30 days afterSep 28, 2026	Sep 28, 2026	$342.75	+0.62%	$49 gain missed
90 days after	Pending: first session on or after Nov 25, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−0.11%	$9 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 10, 2026Filed 33 days later

Member

Amcor plc Ordinary SharesAMCRStocks (including ADRs) [ST]Held in: Kean Family Partnership

Partial sale

$1,001 - $15,000

Notified Sep 1, 2026New

Disclosed 33 days after the trade. AMCR closed at $47.11 on Aug 10, 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 11, 2026	Aug 11, 2026	$47.40	+0.62%	$49 gain missed
Day of disclosureSep 14, 2026	Sep 14, 2026	$42.25	−10.3%	$825 loss avoided
30 days afterSep 9, 2026	Sep 9, 2026	$43.13	−8.45%	$676 loss avoided
90 days after	Pending: first session on or after Nov 8, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$44.73	−5.05%	$404 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 27, 2026Filed 16 days later

Member

Johnson & Johnson Common StockJNJ

Disclosed 16 days after the trade. JNJ closed at $265.77 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	$268.04	+0.85%	$68 gain missed
Day of disclosureSep 14, 2026	Sep 14, 2026	$266.32	+0.21%	$17 gain missed
30 days afterSep 28, 2026	Sep 28, 2026	$271.95	+2.33%	$186 gain missed
90 days after	Pending: first session on or after Nov 25, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	−2.41%	$193 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 18, 2026 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Jul 22, 2026Filed 27 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 7, 2026New

Disclosed 27 days after the trade. GOOGL closed at $342.09 on Jul 22, 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 23, 2026	Jul 23, 2026	$317.69	−7.13%	$571 loss avoided
Day of disclosureAug 18, 2026	Aug 18, 2026	$344.20	+0.62%	$49 gain missed
30 days afterAug 21, 2026	Aug 21, 2026	$344.82	+0.80%	$64 gain missed
90 days afterOct 20, 2026	Oct 20, 2026	$340.28	−0.53%	$42 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−0.53%	$42 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.

Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: Kean Family Partnership
Transaction date
Jul 8, 2026Filed 41 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Jul 15, 2026 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Jun 2, 2026Filed 43 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 18, 2026New

Disclosed 43 days after the trade. GOOGL closed at $361.85 on Jun 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 tradeJun 3, 2026	Jun 3, 2026	$358.99	−0.79%	$63 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$370.92	+2.51%	$201 gain missed
30 days afterJul 2, 2026	Jul 2, 2026	$359.91	−0.54%	$43 loss avoided
90 days afterAug 31, 2026	Aug 31, 2026	$339.35	−6.22%	$498 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−5.96%	$477 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.

Alphabet Inc. - Class A Common StockGOOGL
Stocks (including ADRs) [ST]
Held in: Kean Family Partnership
Transaction date
Jun 24, 2026Filed 21 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Member

Periodic Transaction Report · filed Jun 18, 2026 · House Clerk

View original filing

Amcor plc Ordinary SharesAMCR

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: May 14, 2026Filed 35 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 2, 2026New

Disclosed 35 days after the trade. AMCR closed at $38.59 on May 14, 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 tradeMay 15, 2026	May 15, 2026	$36.69	−4.92%	−$394 loss
Day of disclosureJun 18, 2026	Jun 18, 2026	$41.08	+6.45%	+$516 gain
30 days afterJun 15, 2026	Jun 15, 2026	$41.11	+6.53%	+$522 gain
90 days afterAug 12, 2026	Aug 12, 2026	$46.56	+20.7%	+$1,652 gain
Latest closeOct 20, 2026	Oct 20, 2026	$44.73	+15.9%	+$1,273 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.

Becton, Dickinson and Company Common StockBDX
Stocks (including ADRs) [ST]
Held in: Kean Family Partnership
Transaction date
May 21, 2026Filed 28 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed May 22, 2026 · House Clerk

View original filing

Analog Devices, Inc. - Common StockADI

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Apr 29, 2026Filed 23 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 17, 2026New

Disclosed 23 days after the trade. ADI closed at $389.31 on Apr 29, 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 tradeApr 30, 2026	Apr 30, 2026	$402.26	+3.33%	$266 gain missed
Day of disclosureMay 22, 2026	May 22, 2026	$397.07	+1.99%	$159 gain missed
30 days afterMay 29, 2026	May 29, 2026	$413.85	+6.30%	$504 gain missed
90 days afterJul 28, 2026	Jul 28, 2026	$365.83	−6.03%	$483 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	+1.99%	$159 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 Citizens BancShares, Inc. - Class A Common StockFCNCA
Stocks (including ADRs) [ST]
Held in: Kean Family Partnership
Transaction date
Apr 14, 2026Filed 38 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Apr 13, 2026 · House Clerk

View original filing

Amcor plc Ordinary SharesAMCR

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Mar 31, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 3, 2026New

Disclosed 13 days after the trade. AMCR closed at $39.75 on Mar 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 bought
Day after the tradeApr 1, 2026	Apr 1, 2026	$40.70	+2.39%	+$191 gain
Day of disclosureApr 13, 2026	Apr 13, 2026	$40.96	+3.04%	+$244 gain
30 days afterApr 30, 2026	Apr 30, 2026	$38.04	−4.30%	−$344 loss
90 days afterJun 29, 2026	Jun 29, 2026	$42.94	+8.03%	+$642 gain
Latest closeOct 20, 2026	Oct 20, 2026	$44.73	+12.5%	+$1,002 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.

Chubb Limited Common StockCB
Stocks (including ADRs) [ST]
Held in: State Street Bank & Trust Co.
Transaction date
Mar 26, 2026Filed 18 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Mar 18, 2026 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Feb 5, 2026Filed 41 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Mar 3, 2026New

Disclosed 41 days after the trade. GOOGL closed at $331.25 on Feb 5, 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 tradeFeb 6, 2026	Feb 6, 2026	$322.86	−2.53%	$823 loss avoided
Day of disclosureMar 18, 2026	Mar 18, 2026	$307.69	−7.11%	$2,312 loss avoided
30 days afterMar 9, 2026	Mar 9, 2026	$306.36	−7.51%	$2,442 loss avoided
90 days afterMay 6, 2026	May 6, 2026	$398.04	+20.2%	$6,553 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+2.72%	$885 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 Citizens BancShares, Inc. - Class A Common StockFCNCA
Stocks (including ADRs) [ST]
Held in: Kean Family Partnership
Transaction date
Feb 5, 2026Filed 41 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member

Periodic Transaction Report · filed Feb 19, 2026 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Jan 29, 2026Filed 21 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 5, 2026New

Disclosed 21 days after the trade. ABT closed at $106.09 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$109.30	+3.03%	+$242 gain
Day of disclosureFeb 19, 2026	Feb 19, 2026	$112.19	+5.75%	+$460 gain
30 days afterMar 2, 2026	Mar 2, 2026	$114.12	+7.57%	+$606 gain
90 days afterApr 29, 2026	Apr 29, 2026	$91.33	−13.9%	−$1,113 loss
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−3.43%	−$275 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.

General Motors Company Common StockGM
Stocks (including ADRs) [ST]
Held in: Kean Family Partnership
Transaction date
Jan 7, 2026Filed 43 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Jan 16, 2026 · House Clerk

View original filing

Liberty Media Corporation - Series A Liberty Live Common StockLLYVA

Stocks (including ADRs) [ST]

Shares of listed stock received in a share exchange of Liberty Media Corp LBTY Live CL A (LLYVA)

Held in: State Street Bank & Trust Co.

Transaction date: Dec 16, 2025Filed 31 days later
Type: Exchange
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 8, 2026New

Disclosed 31 days after the trade. LLYVA closed at $82.09 on Dec 16, 2025; changes are measured from that close.

Point	Session	Close	Change
Day after the tradeDec 17, 2025	Dec 17, 2025	$81.92	−0.21%
Day of disclosureJan 16, 2026	Jan 16, 2026	$82.73	+0.78%
30 days afterJan 15, 2026	Jan 15, 2026	$82.26	+0.21%
90 days afterMar 16, 2026	Mar 16, 2026	$93.44	+13.8%
Latest closeOct 20, 2026	Oct 20, 2026	$96.69	+17.8%

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.

Liberty Media Corporation - Series C Liberty Live Common StockLLYVK
Stocks (including ADRs) [ST]
Shares of listed stock received in a share exchange of Liberty Media Corp LBTY Live CL C (LLYVK)
Held in: State Street Bank & Trust Co.

Periodic Transaction Report · filed Dec 19, 2025 · House Clerk

View original filing

Johnson & Johnson Common StockJNJ

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Nov 20, 2025Filed 29 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 5, 2025New

Disclosed 29 days after the trade. JNJ closed at $203.07 on Nov 20, 2025; 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 tradeNov 21, 2025	Nov 21, 2025	$203.90	+0.41%	$133 gain missed
Day of disclosureDec 19, 2025	Dec 19, 2025	$206.37	+1.63%	$528 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$207.32	+2.09%	$680 gain missed
90 days afterFeb 18, 2026	Feb 18, 2026	$244.99	+20.6%	$6,709 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+27.7%	$9,009 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.

Stryker Corporation Common StockSYK
Stocks (including ADRs) [ST]
Held in: State Street Bank & Trust Co.
Transaction date
Nov 20, 2025Filed 29 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Member

Aug 10, 2026Filed 33 days later

Member

Linde plc - Ordinary SharesLINStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Sep 1, 2026New

Disclosed 33 days after the trade. LIN closed at $492.46 on Aug 10, 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 11, 2026	Aug 11, 2026	$490.53	−0.39%	−$31 loss
Day of disclosureSep 14, 2026	Sep 14, 2026	$464.41	−5.70%	−$456 loss
30 days afterSep 9, 2026	Sep 9, 2026	$466.65	−5.24%	−$419 loss
90 days after	Pending: first session on or after Nov 8, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$501.89	+1.91%	+$153 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 21, 2026Filed 22 days later

Member

MasTec, Inc. Common StockMTZStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Sep 1, 2026New

Disclosed 22 days after the trade. MTZ closed at $266.26 on Aug 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 tradeAug 24, 2026	Aug 24, 2026	$255.36	−4.09%	−$328 loss
Day of disclosureSep 14, 2026	Sep 14, 2026	$227.70	−14.5%	−$1,159 loss
30 days afterSep 21, 2026	Sep 21, 2026	$222.90	−16.3%	−$1,303 loss
90 days after	Pending: first session on or after Nov 19, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$187.34	−29.6%	−$2,372 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 27, 2026Filed 16 days later

Member

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$15,001 - $50,000

Notified Sep 10, 2026New

Disclosed 16 days after the trade. MSFT closed at $505.06 on Aug 27, 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 28, 2026	Aug 28, 2026	$513.53	+1.68%	$545 gain missed
Day of disclosureSep 14, 2026	Sep 14, 2026	$505.41	+0.07%	$23 gain missed
30 days afterSep 28, 2026	Sep 28, 2026	$509.22	+0.82%	$268 gain missed
90 days after	Pending: first session on or after Nov 25, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+5.31%	$1,725 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.

Disclosed 41 days after the trade. AMZN closed at $243.62 on Jul 8, 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 9, 2026	Jul 9, 2026	$247.04	+1.40%	+$112 gain
Day of disclosureAug 18, 2026	Aug 18, 2026	$259.45	+6.50%	+$520 gain
30 days afterAug 7, 2026	Aug 7, 2026	$274.48	+12.7%	+$1,014 gain
90 days afterOct 6, 2026	Oct 6, 2026	$256.29	+5.20%	+$416 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+7.80%	+$624 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.

EQT Corporation Common StockEQT

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Jul 7, 2026Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 3, 2026New

Disclosed 42 days after the trade. EQT closed at $51.76 on Jul 7, 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 8, 2026	Jul 8, 2026	$51.16	−1.16%	−$93 loss
Day of disclosureAug 18, 2026	Aug 18, 2026	$53.14	+2.67%	+$213 gain
30 days afterAug 6, 2026	Aug 6, 2026	$51.60	−0.31%	−$25 loss
90 days afterOct 5, 2026	Oct 5, 2026	$51.12	−1.24%	−$99 loss
Latest closeOct 20, 2026	Oct 20, 2026	$54.82	+5.91%	+$473 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.

ESAB Corporation Common StockESAB

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Jul 7, 2026Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 3, 2026New

Disclosed 42 days after the trade. ESAB closed at $94.02 on Jul 7, 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 8, 2026	Jul 8, 2026	$86.56	−7.93%	−$635 loss
Day of disclosureAug 18, 2026	Aug 18, 2026	$78.97	−16.0%	−$1,281 loss
30 days afterAug 6, 2026	Aug 6, 2026	$94.51	+0.52%	+$42 gain
90 days afterOct 5, 2026	Oct 5, 2026	$71.46	−24.0%	−$1,920 loss
Latest closeOct 20, 2026	Oct 20, 2026	$65.19	−30.7%	−$2,453 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.

Stryker Corporation Common StockSYK

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Jul 22, 2026Filed 27 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 7, 2026New

Disclosed 27 days after the trade. SYK closed at $309.24 on Jul 22, 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 23, 2026	Jul 23, 2026	$318.97	+3.15%	$252 gain missed
Day of disclosureAug 18, 2026	Aug 18, 2026	$331.37	+7.16%	$573 gain missed
30 days afterAug 21, 2026	Aug 21, 2026	$329.45	+6.54%	$523 gain missed
90 days afterOct 20, 2026	Oct 20, 2026	$304.40	−1.57%	$125 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$304.40	−1.57%	$125 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.

Toast, Inc. Class A Common StockTOST

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Jul 8, 2026Filed 41 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 3, 2026New

Disclosed 41 days after the trade. TOST closed at $28.57 on Jul 8, 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 9, 2026	Jul 9, 2026	$28.85	+0.98%	+$78 gain
Day of disclosureAug 18, 2026	Aug 18, 2026	$34.95	+22.3%	+$1,787 gain
30 days afterAug 7, 2026	Aug 7, 2026	$34.48	+20.7%	+$1,655 gain
90 days afterOct 6, 2026	Oct 6, 2026	$30.25	+5.88%	+$470 gain
Latest closeOct 20, 2026	Oct 20, 2026	$32.65	+14.3%	+$1,143 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)

Notified / status

Prices

Jul 22, 2026Filed 27 days later

Member

Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$1,001 - $15,000

Notified Aug 7, 2026New

Disclosed 27 days after the trade. GOOGL closed at $342.09 on Jul 22, 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 23, 2026	Jul 23, 2026	$317.69	−7.13%	$571 loss avoided
Day of disclosureAug 18, 2026	Aug 18, 2026	$344.20	+0.62%	$49 gain missed
30 days afterAug 21, 2026	Aug 21, 2026	$344.82	+0.80%	$64 gain missed
90 days afterOct 20, 2026	Oct 20, 2026	$340.28	−0.53%	$42 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−0.53%	$42 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 8, 2026Filed 41 days later

Member

Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Aug 3, 2026New

Disclosed 41 days after the trade. AMZN closed at $243.62 on Jul 8, 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 9, 2026	Jul 9, 2026	$247.04	+1.40%	+$112 gain
Day of disclosureAug 18, 2026	Aug 18, 2026	$259.45	+6.50%	+$520 gain
30 days afterAug 7, 2026	Aug 7, 2026	$274.48	+12.7%	+$1,014 gain
90 days afterOct 6, 2026	Oct 6, 2026	$256.29	+5.20%	+$416 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+7.80%	+$624 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 7, 2026Filed 42 days later

Member

EQT Corporation Common StockEQTStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Aug 3, 2026New

Disclosed 42 days after the trade. EQT closed at $51.76 on Jul 7, 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 8, 2026	Jul 8, 2026	$51.16	−1.16%	−$93 loss
Day of disclosureAug 18, 2026	Aug 18, 2026	$53.14	+2.67%	+$213 gain
30 days afterAug 6, 2026	Aug 6, 2026	$51.60	−0.31%	−$25 loss
90 days afterOct 5, 2026	Oct 5, 2026	$51.12	−1.24%	−$99 loss
Latest closeOct 20, 2026	Oct 20, 2026	$54.82	+5.91%	+$473 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 7, 2026Filed 42 days later

Member

ESAB Corporation Common StockESABStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Aug 3, 2026New

Disclosed 42 days after the trade. ESAB closed at $94.02 on Jul 7, 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 8, 2026	Jul 8, 2026	$86.56	−7.93%	−$635 loss
Day of disclosureAug 18, 2026	Aug 18, 2026	$78.97	−16.0%	−$1,281 loss
30 days afterAug 6, 2026	Aug 6, 2026	$94.51	+0.52%	+$42 gain
90 days afterOct 5, 2026	Oct 5, 2026	$71.46	−24.0%	−$1,920 loss
Latest closeOct 20, 2026	Oct 20, 2026	$65.19	−30.7%	−$2,453 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 22, 2026Filed 27 days later

Member

Stryker Corporation Common StockSYKStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$1,001 - $15,000

Notified Aug 7, 2026New

Disclosed 27 days after the trade. SYK closed at $309.24 on Jul 22, 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 23, 2026	Jul 23, 2026	$318.97	+3.15%	$252 gain missed
Day of disclosureAug 18, 2026	Aug 18, 2026	$331.37	+7.16%	$573 gain missed
30 days afterAug 21, 2026	Aug 21, 2026	$329.45	+6.54%	$523 gain missed
90 days afterOct 20, 2026	Oct 20, 2026	$304.40	−1.57%	$125 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$304.40	−1.57%	$125 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 8, 2026Filed 41 days later

Member

Toast, Inc. Class A Common StockTOSTStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Aug 3, 2026New

Disclosed 41 days after the trade. TOST closed at $28.57 on Jul 8, 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 9, 2026	Jul 9, 2026	$28.85	+0.98%	+$78 gain
Day of disclosureAug 18, 2026	Aug 18, 2026	$34.95	+22.3%	+$1,787 gain
30 days afterAug 7, 2026	Aug 7, 2026	$34.48	+20.7%	+$1,655 gain
90 days afterOct 6, 2026	Oct 6, 2026	$30.25	+5.88%	+$470 gain
Latest closeOct 20, 2026	Oct 20, 2026	$32.65	+14.3%	+$1,143 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.

Disclosed 21 days after the trade. GOOGL closed at $345.29 on Jun 24, 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 tradeJun 25, 2026	Jun 25, 2026	$343.71	−0.46%	$149 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$370.92	+7.42%	$2,412 gain missed
30 days afterJul 24, 2026	Jul 24, 2026	$319.74	−7.40%	$2,405 loss avoided
90 days afterSep 22, 2026	Sep 22, 2026	$351.16	+1.70%	$553 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−1.45%	$472 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.

Analog Devices, Inc. - Common StockADI

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Jun 30, 2026Filed 15 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 1, 2026New

Disclosed 15 days after the trade. ADI closed at $397.17 on Jun 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 sold
Day after the tradeJul 1, 2026	Jul 1, 2026	$388.98	−2.06%	$165 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$390.96	−1.56%	$125 loss avoided
30 days afterJul 30, 2026	Jul 30, 2026	$366.67	−7.68%	$614 loss avoided
90 days afterSep 28, 2026	Sep 28, 2026	$395.43	−0.44%	$35 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	−0.03%	$2 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.

Check Point Software Technologies Ltd. - Ordinary SharesCHKP

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Jun 1, 2026Filed 44 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 1, 2026New

Disclosed 44 days after the trade. CHKP closed at $139.05 on Jun 1, 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 tradeJun 2, 2026	Jun 2, 2026	$140.07	+0.73%	$59 gain missed
Day of disclosureJul 15, 2026	Jul 15, 2026	$132.39	−4.79%	$383 loss avoided
30 days afterJul 1, 2026	Jul 1, 2026	$134.29	−3.42%	$274 loss avoided
90 days afterAug 31, 2026	Aug 31, 2026	$138.91	−0.10%	$8 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$140.85	+1.29%	$104 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.

EQT Corporation Common StockEQT

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Jun 1, 2026Filed 44 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 1, 2026New

Disclosed 44 days after the trade. EQT closed at $55.26 on Jun 1, 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 2, 2026	Jun 2, 2026	$54.68	−1.05%	−$84 loss
Day of disclosureJul 15, 2026	Jul 15, 2026	$49.25	−10.9%	−$870 loss
30 days afterJul 1, 2026	Jul 1, 2026	$52.48	−5.03%	−$403 loss
90 days afterAug 31, 2026	Aug 31, 2026	$54.18	−1.95%	−$156 loss
Latest closeOct 20, 2026	Oct 20, 2026	$54.82	−0.80%	−$64 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.

ESAB Corporation Common StockESAB

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Jun 22, 2026Filed 23 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 1, 2026New

Disclosed 23 days after the trade. ESAB closed at $102.28 on Jun 22, 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 23, 2026	Jun 23, 2026	$96.62	−5.53%	−$443 loss
Day of disclosureJul 15, 2026	Jul 15, 2026	$87.17	−14.8%	−$1,182 loss
30 days afterJul 22, 2026	Jul 22, 2026	$84.03	−17.8%	−$1,428 loss
90 days afterSep 21, 2026	Sep 21, 2026	$67.01	−34.5%	−$2,759 loss
Latest closeOct 20, 2026	Oct 20, 2026	$65.19	−36.3%	−$2,901 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.

ESAB Corporation Common StockESAB

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Jun 24, 2026Filed 21 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 1, 2026New

Disclosed 21 days after the trade. ESAB closed at $96.85 on Jun 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 tradeJun 25, 2026	Jun 25, 2026	$98.82	+2.03%	+$163 gain
Day of disclosureJul 15, 2026	Jul 15, 2026	$87.17	−9.99%	−$800 loss
30 days afterJul 24, 2026	Jul 24, 2026	$84.44	−12.8%	−$1,025 loss
90 days afterSep 22, 2026	Sep 22, 2026	$68.44	−29.3%	−$2,347 loss
Latest closeOct 20, 2026	Oct 20, 2026	$65.19	−32.7%	−$2,616 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.

Gildan Activewear, Inc. Class A Sub. Vot. Common StockGIL

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Jun 17, 2026Filed 28 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 1, 2026New

Disclosed 28 days after the trade. GIL closed at $53.13 on Jun 17, 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 tradeJun 18, 2026	Jun 18, 2026	$51.89	−2.33%	$187 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$52.45	−1.28%	$102 loss avoided
30 days afterJul 17, 2026	Jul 17, 2026	$54.08	+1.79%	$143 gain missed
90 days afterSep 15, 2026	Sep 15, 2026	$45.89	−13.6%	$1,090 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$40.91	−23.0%	$1,840 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.

Gildan Activewear, Inc. Class A Sub. Vot. Common StockGIL

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Jun 2, 2026Filed 43 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 1, 2026New

Disclosed 43 days after the trade. GIL closed at $58.41 on Jun 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 tradeJun 3, 2026	Jun 3, 2026	$58.18	−0.39%	−$32 loss
Day of disclosureJul 15, 2026	Jul 15, 2026	$52.45	−10.2%	−$816 loss
30 days afterJul 2, 2026	Jul 2, 2026	$51.50	−11.8%	−$947 loss
90 days afterAug 31, 2026	Aug 31, 2026	$52.13	−10.8%	−$860 loss
Latest closeOct 20, 2026	Oct 20, 2026	$40.91	−30.0%	−$2,397 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.

Johnson & Johnson Common StockJNJ

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Jun 29, 2026Filed 16 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 13, 2026New

Disclosed 16 days after the trade. JNJ closed at $258.51 on Jun 29, 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 tradeJun 30, 2026	Jun 30, 2026	$253.97	−1.76%	$141 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$247.02	−4.44%	$356 loss avoided
30 days afterJul 29, 2026	Jul 29, 2026	$265.53	+2.72%	$217 gain missed
90 days afterSep 28, 2026	Sep 28, 2026	$271.95	+5.20%	$416 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+0.33%	$26 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.

Johnson & Johnson Common StockJNJ

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Jun 2, 2026Filed 43 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 18, 2026New

Disclosed 43 days after the trade. JNJ closed at $222.89 on Jun 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 tradeJun 3, 2026	Jun 3, 2026	$223.24	+0.16%	$13 gain missed
Day of disclosureJul 15, 2026	Jul 15, 2026	$247.02	+10.8%	$866 gain missed
30 days afterJul 2, 2026	Jul 2, 2026	$263.04	+18.0%	$1,441 gain missed
90 days afterAug 31, 2026	Aug 31, 2026	$265.85	+19.3%	$1,542 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+16.4%	$1,309 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.

Markel Group Inc. Common StockMKL

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Jun 2, 2026Filed 43 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 18, 2026New

Disclosed 43 days after the trade. MKL closed at $1,787.48 on Jun 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 tradeJun 3, 2026	Jun 3, 2026	$1,777.63	−0.55%	$44 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$1,922.77	+7.57%	$606 gain missed
30 days afterJul 2, 2026	Jul 2, 2026	$1,979.65	+10.8%	$860 gain missed
90 days afterAug 31, 2026	Aug 31, 2026	$1,802.91	+0.86%	$69 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,884.10	+5.41%	$432 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.

Markel Group Inc. Common StockMKL

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Jun 29, 2026Filed 16 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 13, 2026New

Disclosed 16 days after the trade. MKL closed at $1,956.08 on Jun 29, 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 tradeJun 30, 2026	Jun 30, 2026	$1,953.01	−0.16%	$13 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$1,922.77	−1.70%	$136 loss avoided
30 days afterJul 29, 2026	Jul 29, 2026	$2,015.00	+3.01%	$241 gain missed
90 days afterSep 28, 2026	Sep 28, 2026	$1,740.40	−11.0%	$882 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,884.10	−3.68%	$294 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.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Jun 2, 2026Filed 43 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 18, 2026New

Disclosed 43 days after the trade. MSFT closed at $441.31 on Jun 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 tradeJun 3, 2026	Jun 3, 2026	$427.34	−3.17%	$253 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$395.63	−10.4%	$828 loss avoided
30 days afterJul 2, 2026	Jul 2, 2026	$390.49	−11.5%	$921 loss avoided
90 days afterAug 31, 2026	Aug 31, 2026	$507.29	+15.0%	$1,196 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+20.5%	$1,642 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.

S&P Global Inc. Common StockSPGI

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Jun 29, 2026Filed 16 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 13, 2026New

Disclosed 16 days after the trade. SPGI closed at $365.68 on Jun 29, 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 tradeJun 30, 2026	Jun 30, 2026	$364.52	−0.32%	$25 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$444.48	+21.5%	$1,724 gain missed
30 days afterJul 29, 2026	Jul 29, 2026	$419.64	+14.8%	$1,181 gain missed
90 days afterSep 28, 2026	Sep 28, 2026	$395.92	+8.27%	$662 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$438.12	+19.8%	$1,585 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.

Stryker Corporation Common StockSYK

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Jun 2, 2026Filed 43 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 18, 2026New

Disclosed 43 days after the trade. SYK closed at $293.30 on Jun 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 tradeJun 3, 2026	Jun 3, 2026	$295.00	+0.58%	$46 gain missed
Day of disclosureJul 15, 2026	Jul 15, 2026	$316.44	+7.89%	$631 gain missed
30 days afterJul 2, 2026	Jul 2, 2026	$326.54	+11.3%	$907 gain missed
90 days afterAug 31, 2026	Aug 31, 2026	$323.80	+10.4%	$832 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$304.40	+3.78%	$303 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.

Wheaton Precious Metals Corp Common SharesWPM

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Jun 4, 2026Filed 41 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 1, 2026New

Disclosed 41 days after the trade. WPM closed at $0.00 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	$116.23	+Infinity%	+Not reported gain
Day of disclosureJul 15, 2026	Jul 15, 2026	$108.53	+Infinity%	+Not reported gain
30 days afterJul 6, 2026	Jul 6, 2026	$115.24	+Infinity%	+Not reported gain
90 days afterSep 2, 2026	Sep 2, 2026	$150.91	+Infinity%	+Not reported gain
Latest closeOct 20, 2026	Oct 20, 2026	$131.23	+Infinity%	+Not reported 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)

Notified / status

Prices

Jun 2, 2026Filed 43 days later

Member

Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$1,001 - $15,000

Notified Jun 18, 2026New

Disclosed 43 days after the trade. GOOGL closed at $361.85 on Jun 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 tradeJun 3, 2026	Jun 3, 2026	$358.99	−0.79%	$63 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$370.92	+2.51%	$201 gain missed
30 days afterJul 2, 2026	Jul 2, 2026	$359.91	−0.54%	$43 loss avoided
90 days afterAug 31, 2026	Aug 31, 2026	$339.35	−6.22%	$498 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−5.96%	$477 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.

Jun 24, 2026Filed 21 days later

Member

Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: Kean Family Partnership

Partial sale

$15,001 - $50,000

Notified Jul 1, 2026New

Disclosed 21 days after the trade. GOOGL closed at $345.29 on Jun 24, 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 tradeJun 25, 2026	Jun 25, 2026	$343.71	−0.46%	$149 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$370.92	+7.42%	$2,412 gain missed
30 days afterJul 24, 2026	Jul 24, 2026	$319.74	−7.40%	$2,405 loss avoided
90 days afterSep 22, 2026	Sep 22, 2026	$351.16	+1.70%	$553 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−1.45%	$472 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.

Jun 30, 2026Filed 15 days later

Member

Analog Devices, Inc. - Common StockADIStocks (including ADRs) [ST]Held in: Kean Family Partnership

Partial sale

$1,001 - $15,000

Notified Jul 1, 2026New

Disclosed 15 days after the trade. ADI closed at $397.17 on Jun 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 sold
Day after the tradeJul 1, 2026	Jul 1, 2026	$388.98	−2.06%	$165 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$390.96	−1.56%	$125 loss avoided
30 days afterJul 30, 2026	Jul 30, 2026	$366.67	−7.68%	$614 loss avoided
90 days afterSep 28, 2026	Sep 28, 2026	$395.43	−0.44%	$35 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	−0.03%	$2 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.

Jun 1, 2026Filed 44 days later

Member

Check Point Software Technologies Ltd. - Ordinary SharesCHKPStocks (including ADRs) [ST]Held in: Kean Family Partnership

Sale

$1,001 - $15,000

Notified Jul 1, 2026New

Disclosed 44 days after the trade. CHKP closed at $139.05 on Jun 1, 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 tradeJun 2, 2026	Jun 2, 2026	$140.07	+0.73%	$59 gain missed
Day of disclosureJul 15, 2026	Jul 15, 2026	$132.39	−4.79%	$383 loss avoided
30 days afterJul 1, 2026	Jul 1, 2026	$134.29	−3.42%	$274 loss avoided
90 days afterAug 31, 2026	Aug 31, 2026	$138.91	−0.10%	$8 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$140.85	+1.29%	$104 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.

Jun 1, 2026Filed 44 days later

Member

EQT Corporation Common StockEQTStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Jul 1, 2026New

Disclosed 44 days after the trade. EQT closed at $55.26 on Jun 1, 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 2, 2026	Jun 2, 2026	$54.68	−1.05%	−$84 loss
Day of disclosureJul 15, 2026	Jul 15, 2026	$49.25	−10.9%	−$870 loss
30 days afterJul 1, 2026	Jul 1, 2026	$52.48	−5.03%	−$403 loss
90 days afterAug 31, 2026	Aug 31, 2026	$54.18	−1.95%	−$156 loss
Latest closeOct 20, 2026	Oct 20, 2026	$54.82	−0.80%	−$64 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 22, 2026Filed 23 days later

Member

ESAB Corporation Common StockESABStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Jul 1, 2026New

Disclosed 23 days after the trade. ESAB closed at $102.28 on Jun 22, 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 23, 2026	Jun 23, 2026	$96.62	−5.53%	−$443 loss
Day of disclosureJul 15, 2026	Jul 15, 2026	$87.17	−14.8%	−$1,182 loss
30 days afterJul 22, 2026	Jul 22, 2026	$84.03	−17.8%	−$1,428 loss
90 days afterSep 21, 2026	Sep 21, 2026	$67.01	−34.5%	−$2,759 loss
Latest closeOct 20, 2026	Oct 20, 2026	$65.19	−36.3%	−$2,901 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 24, 2026Filed 21 days later

Member

ESAB Corporation Common StockESABStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Jul 1, 2026New

Disclosed 21 days after the trade. ESAB closed at $96.85 on Jun 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 tradeJun 25, 2026	Jun 25, 2026	$98.82	+2.03%	+$163 gain
Day of disclosureJul 15, 2026	Jul 15, 2026	$87.17	−9.99%	−$800 loss
30 days afterJul 24, 2026	Jul 24, 2026	$84.44	−12.8%	−$1,025 loss
90 days afterSep 22, 2026	Sep 22, 2026	$68.44	−29.3%	−$2,347 loss
Latest closeOct 20, 2026	Oct 20, 2026	$65.19	−32.7%	−$2,616 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 28 days later

Member

Gildan Activewear, Inc. Class A Sub. Vot. Common StockGILStocks (including ADRs) [ST]Held in: Kean Family Partnership

Sale

$1,001 - $15,000

Notified Jul 1, 2026New

Disclosed 28 days after the trade. GIL closed at $53.13 on Jun 17, 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 tradeJun 18, 2026	Jun 18, 2026	$51.89	−2.33%	$187 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$52.45	−1.28%	$102 loss avoided
30 days afterJul 17, 2026	Jul 17, 2026	$54.08	+1.79%	$143 gain missed
90 days afterSep 15, 2026	Sep 15, 2026	$45.89	−13.6%	$1,090 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$40.91	−23.0%	$1,840 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.

Jun 2, 2026Filed 43 days later

Member

Gildan Activewear, Inc. Class A Sub. Vot. Common StockGILStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Jul 1, 2026New

Disclosed 43 days after the trade. GIL closed at $58.41 on Jun 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 tradeJun 3, 2026	Jun 3, 2026	$58.18	−0.39%	−$32 loss
Day of disclosureJul 15, 2026	Jul 15, 2026	$52.45	−10.2%	−$816 loss
30 days afterJul 2, 2026	Jul 2, 2026	$51.50	−11.8%	−$947 loss
90 days afterAug 31, 2026	Aug 31, 2026	$52.13	−10.8%	−$860 loss
Latest closeOct 20, 2026	Oct 20, 2026	$40.91	−30.0%	−$2,397 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 29, 2026Filed 16 days later

Member

Johnson & Johnson Common StockJNJStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$1,001 - $15,000

Notified Jul 13, 2026New

Disclosed 16 days after the trade. JNJ closed at $258.51 on Jun 29, 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 tradeJun 30, 2026	Jun 30, 2026	$253.97	−1.76%	$141 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$247.02	−4.44%	$356 loss avoided
30 days afterJul 29, 2026	Jul 29, 2026	$265.53	+2.72%	$217 gain missed
90 days afterSep 28, 2026	Sep 28, 2026	$271.95	+5.20%	$416 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+0.33%	$26 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.

Jun 2, 2026Filed 43 days later

Member

Johnson & Johnson Common StockJNJStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$1,001 - $15,000

Notified Jun 18, 2026New

Disclosed 43 days after the trade. JNJ closed at $222.89 on Jun 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 tradeJun 3, 2026	Jun 3, 2026	$223.24	+0.16%	$13 gain missed
Day of disclosureJul 15, 2026	Jul 15, 2026	$247.02	+10.8%	$866 gain missed
30 days afterJul 2, 2026	Jul 2, 2026	$263.04	+18.0%	$1,441 gain missed
90 days afterAug 31, 2026	Aug 31, 2026	$265.85	+19.3%	$1,542 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+16.4%	$1,309 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.

Jun 2, 2026Filed 43 days later

Member

Markel Group Inc. Common StockMKLStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$1,001 - $15,000

Notified Jun 18, 2026New

Disclosed 43 days after the trade. MKL closed at $1,787.48 on Jun 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 tradeJun 3, 2026	Jun 3, 2026	$1,777.63	−0.55%	$44 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$1,922.77	+7.57%	$606 gain missed
30 days afterJul 2, 2026	Jul 2, 2026	$1,979.65	+10.8%	$860 gain missed
90 days afterAug 31, 2026	Aug 31, 2026	$1,802.91	+0.86%	$69 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,884.10	+5.41%	$432 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.

Jun 29, 2026Filed 16 days later

Member

Markel Group Inc. Common StockMKLStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$1,001 - $15,000

Notified Jul 13, 2026New

Disclosed 16 days after the trade. MKL closed at $1,956.08 on Jun 29, 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 tradeJun 30, 2026	Jun 30, 2026	$1,953.01	−0.16%	$13 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$1,922.77	−1.70%	$136 loss avoided
30 days afterJul 29, 2026	Jul 29, 2026	$2,015.00	+3.01%	$241 gain missed
90 days afterSep 28, 2026	Sep 28, 2026	$1,740.40	−11.0%	$882 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,884.10	−3.68%	$294 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.

Jun 2, 2026Filed 43 days later

Member

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$1,001 - $15,000

Notified Jun 18, 2026New

Disclosed 43 days after the trade. MSFT closed at $441.31 on Jun 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 tradeJun 3, 2026	Jun 3, 2026	$427.34	−3.17%	$253 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$395.63	−10.4%	$828 loss avoided
30 days afterJul 2, 2026	Jul 2, 2026	$390.49	−11.5%	$921 loss avoided
90 days afterAug 31, 2026	Aug 31, 2026	$507.29	+15.0%	$1,196 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+20.5%	$1,642 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.

Jun 29, 2026Filed 16 days later

Member

S&P Global Inc. Common StockSPGIStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$1,001 - $15,000

Notified Jul 13, 2026New

Disclosed 16 days after the trade. SPGI closed at $365.68 on Jun 29, 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 tradeJun 30, 2026	Jun 30, 2026	$364.52	−0.32%	$25 loss avoided
Day of disclosureJul 15, 2026	Jul 15, 2026	$444.48	+21.5%	$1,724 gain missed
30 days afterJul 29, 2026	Jul 29, 2026	$419.64	+14.8%	$1,181 gain missed
90 days afterSep 28, 2026	Sep 28, 2026	$395.92	+8.27%	$662 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$438.12	+19.8%	$1,585 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.

Jun 2, 2026Filed 43 days later

Member

Stryker Corporation Common StockSYKStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$1,001 - $15,000

Notified Jun 18, 2026New

Disclosed 43 days after the trade. SYK closed at $293.30 on Jun 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 tradeJun 3, 2026	Jun 3, 2026	$295.00	+0.58%	$46 gain missed
Day of disclosureJul 15, 2026	Jul 15, 2026	$316.44	+7.89%	$631 gain missed
30 days afterJul 2, 2026	Jul 2, 2026	$326.54	+11.3%	$907 gain missed
90 days afterAug 31, 2026	Aug 31, 2026	$323.80	+10.4%	$832 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$304.40	+3.78%	$303 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.

Jun 17, 2026Filed 28 days later

Member

U.S. Treasury Note 3.875% 6/15/2028Government Securities and Agency Debt [GS]Held in: Kean Family Partnership

Purchase

$15,001 - $50,000

Notified Jul 1, 2026New

No ticker reported

Jun 4, 2026Filed 41 days later

Member

Wheaton Precious Metals Corp Common SharesWPMStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Jul 1, 2026New

Disclosed 41 days after the trade. WPM closed at $0.00 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	$116.23	+Infinity%	+Not reported gain
Day of disclosureJul 15, 2026	Jul 15, 2026	$108.53	+Infinity%	+Not reported gain
30 days afterJul 6, 2026	Jul 6, 2026	$115.24	+Infinity%	+Not reported gain
90 days afterSep 2, 2026	Sep 2, 2026	$150.91	+Infinity%	+Not reported gain
Latest closeOct 20, 2026	Oct 20, 2026	$131.23	+Infinity%	+Not reported 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.

Disclosed 28 days after the trade. BDX closed at $146.25 on May 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 tradeMay 22, 2026	May 22, 2026	$147.63	+0.94%	$75 gain missed
Day of disclosureJun 18, 2026	Jun 18, 2026	$143.98	−1.55%	$124 loss avoided
30 days afterJun 22, 2026	Jun 22, 2026	$140.71	−3.79%	$303 loss avoided
90 days afterAug 19, 2026	Aug 19, 2026	$187.60	+28.3%	$2,262 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$193.80	+32.5%	$2,601 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.

Check Point Software Technologies Ltd. - Ordinary SharesCHKP

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Jun 1, 2026Filed 17 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 2, 2026New

Disclosed 17 days after the trade. CHKP closed at $139.05 on Jun 1, 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 tradeJun 2, 2026	Jun 2, 2026	$140.07	+0.73%	$59 gain missed
Day of disclosureJun 18, 2026	Jun 18, 2026	$122.33	−12.0%	$962 loss avoided
30 days afterJul 1, 2026	Jul 1, 2026	$134.29	−3.42%	$274 loss avoided
90 days afterAug 31, 2026	Aug 31, 2026	$138.91	−0.10%	$8 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$140.85	+1.29%	$104 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.

EQT Corporation Common StockEQT

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Jun 1, 2026Filed 17 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 2, 2026New

Disclosed 17 days after the trade. EQT closed at $55.26 on Jun 1, 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 2, 2026	Jun 2, 2026	$54.68	−1.05%	−$84 loss
Day of disclosureJun 18, 2026	Jun 18, 2026	$50.72	−8.22%	−$657 loss
30 days afterJul 1, 2026	Jul 1, 2026	$52.48	−5.03%	−$403 loss
90 days afterAug 31, 2026	Aug 31, 2026	$54.18	−1.95%	−$156 loss
Latest closeOct 20, 2026	Oct 20, 2026	$54.82	−0.80%	−$64 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)

Notified / status

Prices

May 14, 2026Filed 35 days later

Member

Amcor plc Ordinary SharesAMCRStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Jun 2, 2026New

Disclosed 35 days after the trade. AMCR closed at $38.59 on May 14, 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 tradeMay 15, 2026	May 15, 2026	$36.69	−4.92%	−$394 loss
Day of disclosureJun 18, 2026	Jun 18, 2026	$41.08	+6.45%	+$516 gain
30 days afterJun 15, 2026	Jun 15, 2026	$41.11	+6.53%	+$522 gain
90 days afterAug 12, 2026	Aug 12, 2026	$46.56	+20.7%	+$1,652 gain
Latest closeOct 20, 2026	Oct 20, 2026	$44.73	+15.9%	+$1,273 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.

May 21, 2026Filed 28 days later

Member

Becton, Dickinson and Company Common StockBDXStocks (including ADRs) [ST]Held in: Kean Family Partnership

Sale

$1,001 - $15,000

Notified Jun 2, 2026New

Disclosed 28 days after the trade. BDX closed at $146.25 on May 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 tradeMay 22, 2026	May 22, 2026	$147.63	+0.94%	$75 gain missed
Day of disclosureJun 18, 2026	Jun 18, 2026	$143.98	−1.55%	$124 loss avoided
30 days afterJun 22, 2026	Jun 22, 2026	$140.71	−3.79%	$303 loss avoided
90 days afterAug 19, 2026	Aug 19, 2026	$187.60	+28.3%	$2,262 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$193.80	+32.5%	$2,601 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.

Jun 1, 2026Filed 17 days later

Member

Check Point Software Technologies Ltd. - Ordinary SharesCHKPStocks (including ADRs) [ST]Held in: Kean Family Partnership

Partial sale

$1,001 - $15,000

Notified Jun 2, 2026New

Disclosed 17 days after the trade. CHKP closed at $139.05 on Jun 1, 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 tradeJun 2, 2026	Jun 2, 2026	$140.07	+0.73%	$59 gain missed
Day of disclosureJun 18, 2026	Jun 18, 2026	$122.33	−12.0%	$962 loss avoided
30 days afterJul 1, 2026	Jul 1, 2026	$134.29	−3.42%	$274 loss avoided
90 days afterAug 31, 2026	Aug 31, 2026	$138.91	−0.10%	$8 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$140.85	+1.29%	$104 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.

Jun 1, 2026Filed 17 days later

Member

EQT Corporation Common StockEQTStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Jun 2, 2026New

Disclosed 17 days after the trade. EQT closed at $55.26 on Jun 1, 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 2, 2026	Jun 2, 2026	$54.68	−1.05%	−$84 loss
Day of disclosureJun 18, 2026	Jun 18, 2026	$50.72	−8.22%	−$657 loss
30 days afterJul 1, 2026	Jul 1, 2026	$52.48	−5.03%	−$403 loss
90 days afterAug 31, 2026	Aug 31, 2026	$54.18	−1.95%	−$156 loss
Latest closeOct 20, 2026	Oct 20, 2026	$54.82	−0.80%	−$64 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.

May 4, 2026Filed 45 days later

Member

U.S. Treasury NoteGovernment Securities and Agency Debt [GS]Held in: Kean Family Partnership

Purchase

$50,001 - $100,000

Notified Jun 2, 2026New

No ticker reported

Disclosed 38 days after the trade. FCNCA closed at $1,990.98 on Apr 14, 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 tradeApr 15, 2026	Apr 15, 2026	$1,987.01	−0.20%	$16 loss avoided
Day of disclosureMay 22, 2026	May 22, 2026	$1,991.55	+0.03%	$2 gain missed
30 days afterMay 14, 2026	May 14, 2026	$1,937.55	−2.68%	$215 loss avoided
90 days afterJul 13, 2026	Jul 13, 2026	$2,106.06	+5.78%	$462 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$2,120.39	+6.50%	$520 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.

nVent Electric plc Ordinary SharesNVT

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Apr 15, 2026Filed 37 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 17, 2026New

Disclosed 37 days after the trade. NVT closed at $131.38 on Apr 15, 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 tradeApr 16, 2026	Apr 16, 2026	$129.70	−1.28%	$102 loss avoided
Day of disclosureMay 22, 2026	May 22, 2026	$164.66	+25.3%	$2,027 gain missed
30 days afterMay 15, 2026	May 15, 2026	$169.01	+28.6%	$2,292 gain missed
90 days afterJul 14, 2026	Jul 14, 2026	$161.78	+23.1%	$1,851 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$139.78	+6.39%	$512 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.

Take-Two Interactive Software, Inc. - Common StockTTWO

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Apr 21, 2026Filed 31 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 17, 2026New

Disclosed 31 days after the trade. TTWO closed at $217.65 on Apr 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 tradeApr 22, 2026	Apr 22, 2026	$218.19	+0.25%	$20 gain missed
Day of disclosureMay 22, 2026	May 22, 2026	$227.55	+4.55%	$364 gain missed
30 days afterMay 21, 2026	May 21, 2026	$238.08	+9.39%	$751 gain missed
90 days afterJul 20, 2026	Jul 20, 2026	$238.98	+9.80%	$784 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$206.70	−5.03%	$403 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.

Texas Instruments Incorporated - Common StockTXN

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Apr 14, 2026Filed 38 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 17, 2026New

Disclosed 38 days after the trade. TXN closed at $218.87 on Apr 14, 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 tradeApr 15, 2026	Apr 15, 2026	$216.29	−1.18%	−$94 loss
Day of disclosureMay 22, 2026	May 22, 2026	$309.21	+41.3%	+$3,302 gain
30 days afterMay 14, 2026	May 14, 2026	$308.17	+40.8%	+$3,264 gain
90 days afterJul 13, 2026	Jul 13, 2026	$298.57	+36.4%	+$2,914 gain
Latest closeOct 20, 2026	Oct 20, 2026	$277.78	+26.9%	+$2,154 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)

Notified / status

Prices

Apr 29, 2026Filed 23 days later

Member

Analog Devices, Inc. - Common StockADIStocks (including ADRs) [ST]Held in: Kean Family Partnership

Partial sale

$1,001 - $15,000

Notified May 17, 2026New

Disclosed 23 days after the trade. ADI closed at $389.31 on Apr 29, 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 tradeApr 30, 2026	Apr 30, 2026	$402.26	+3.33%	$266 gain missed
Day of disclosureMay 22, 2026	May 22, 2026	$397.07	+1.99%	$159 gain missed
30 days afterMay 29, 2026	May 29, 2026	$413.85	+6.30%	$504 gain missed
90 days afterJul 28, 2026	Jul 28, 2026	$365.83	−6.03%	$483 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	+1.99%	$159 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.

Apr 14, 2026Filed 38 days later

Member

First Citizens BancShares, Inc. - Class A Common StockFCNCAStocks (including ADRs) [ST]Held in: Kean Family Partnership

Sale

$1,001 - $15,000

Notified May 17, 2026New

Disclosed 38 days after the trade. FCNCA closed at $1,990.98 on Apr 14, 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 tradeApr 15, 2026	Apr 15, 2026	$1,987.01	−0.20%	$16 loss avoided
Day of disclosureMay 22, 2026	May 22, 2026	$1,991.55	+0.03%	$2 gain missed
30 days afterMay 14, 2026	May 14, 2026	$1,937.55	−2.68%	$215 loss avoided
90 days afterJul 13, 2026	Jul 13, 2026	$2,106.06	+5.78%	$462 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$2,120.39	+6.50%	$520 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.

Apr 15, 2026Filed 37 days later

Member

nVent Electric plc Ordinary SharesNVTStocks (including ADRs) [ST]Held in: Kean Family Partnership

Partial sale

$1,001 - $15,000

Notified May 17, 2026New

Disclosed 37 days after the trade. NVT closed at $131.38 on Apr 15, 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 tradeApr 16, 2026	Apr 16, 2026	$129.70	−1.28%	$102 loss avoided
Day of disclosureMay 22, 2026	May 22, 2026	$164.66	+25.3%	$2,027 gain missed
30 days afterMay 15, 2026	May 15, 2026	$169.01	+28.6%	$2,292 gain missed
90 days afterJul 14, 2026	Jul 14, 2026	$161.78	+23.1%	$1,851 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$139.78	+6.39%	$512 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.

Apr 21, 2026Filed 31 days later

Member

Take-Two Interactive Software, Inc. - Common StockTTWOStocks (including ADRs) [ST]Held in: Kean Family Partnership

Sale

$1,001 - $15,000

Notified May 17, 2026New

Disclosed 31 days after the trade. TTWO closed at $217.65 on Apr 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 tradeApr 22, 2026	Apr 22, 2026	$218.19	+0.25%	$20 gain missed
Day of disclosureMay 22, 2026	May 22, 2026	$227.55	+4.55%	$364 gain missed
30 days afterMay 21, 2026	May 21, 2026	$238.08	+9.39%	$751 gain missed
90 days afterJul 20, 2026	Jul 20, 2026	$238.98	+9.80%	$784 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$206.70	−5.03%	$403 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.

Apr 14, 2026Filed 38 days later

Member

Texas Instruments Incorporated - Common StockTXNStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified May 17, 2026New

Disclosed 38 days after the trade. TXN closed at $218.87 on Apr 14, 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 tradeApr 15, 2026	Apr 15, 2026	$216.29	−1.18%	−$94 loss
Day of disclosureMay 22, 2026	May 22, 2026	$309.21	+41.3%	+$3,302 gain
30 days afterMay 14, 2026	May 14, 2026	$308.17	+40.8%	+$3,264 gain
90 days afterJul 13, 2026	Jul 13, 2026	$298.57	+36.4%	+$2,914 gain
Latest closeOct 20, 2026	Oct 20, 2026	$277.78	+26.9%	+$2,154 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.

Disclosed 18 days after the trade. CB closed at $324.31 on Mar 26, 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 tradeMar 27, 2026	Mar 27, 2026	$319.09	−1.61%	$523 loss avoided
Day of disclosureApr 13, 2026	Apr 13, 2026	$329.98	+1.75%	$568 gain missed
30 days afterApr 27, 2026	Apr 27, 2026	$324.60	+0.09%	$29 gain missed
90 days afterJun 24, 2026	Jun 24, 2026	$335.15	+3.34%	$1,086 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$357.75	+10.3%	$3,351 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 Citizens BancShares, Inc. - Class A Common StockFCNCA

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Mar 26, 2026Filed 18 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 3, 2026New

Disclosed 18 days after the trade. FCNCA closed at $1,896.78 on Mar 26, 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 tradeMar 27, 2026	Mar 27, 2026	$1,835.67	−3.22%	$258 loss avoided
Day of disclosureApr 13, 2026	Apr 13, 2026	$2,000.81	+5.48%	$439 gain missed
30 days afterApr 27, 2026	Apr 27, 2026	$1,973.53	+4.05%	$324 gain missed
90 days afterJun 24, 2026	Jun 24, 2026	$2,117.29	+11.6%	$930 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$2,120.39	+11.8%	$943 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.

Johnson & Johnson Common StockJNJ

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Mar 26, 2026Filed 18 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 8, 2026New

Disclosed 18 days after the trade. JNJ closed at $239.24 on Mar 26, 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 tradeMar 27, 2026	Mar 27, 2026	$240.45	+0.51%	$40 gain missed
Day of disclosureApr 13, 2026	Apr 13, 2026	$237.96	−0.54%	$43 loss avoided
30 days afterApr 27, 2026	Apr 27, 2026	$225.34	−5.81%	$465 loss avoided
90 days afterJun 24, 2026	Jun 24, 2026	$241.00	+0.74%	$59 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+8.41%	$673 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.

Linde plc - Ordinary SharesLIN

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Mar 26, 2026Filed 18 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 3, 2026New

Disclosed 18 days after the trade. LIN closed at $495.49 on Mar 26, 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 tradeMar 27, 2026	Mar 27, 2026	$491.12	−0.88%	−$71 loss
Day of disclosureApr 13, 2026	Apr 13, 2026	$508.87	+2.70%	+$216 gain
30 days afterApr 27, 2026	Apr 27, 2026	$510.75	+3.08%	+$246 gain
90 days afterJun 24, 2026	Jun 24, 2026	$515.73	+4.08%	+$327 gain
Latest closeOct 20, 2026	Oct 20, 2026	$501.89	+1.29%	+$103 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.

Pepsico, Inc.PEP

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Mar 26, 2026Filed 18 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Apr 8, 2026New

Disclosed 18 days after the trade. PEP closed at $150.83 on Mar 26, 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 tradeMar 27, 2026	Mar 27, 2026	$153.04	+1.47%	$476 gain missed
Day of disclosureApr 13, 2026	Apr 13, 2026	$155.88	+3.35%	$1,088 gain missed
30 days afterApr 27, 2026	Apr 27, 2026	$154.10	+2.17%	$705 gain missed
90 days afterJun 24, 2026	Jun 24, 2026	$142.27	−5.68%	$1,845 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−11.1%	$3,622 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.

S&P Global Inc. Common StockSPGI

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Mar 26, 2026Filed 18 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Apr 8, 2026New

Disclosed 18 days after the trade. SPGI closed at $390.21 on Mar 26, 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 tradeMar 27, 2026	Mar 27, 2026	$384.33	−1.51%	$489 loss avoided
Day of disclosureApr 13, 2026	Apr 13, 2026	$406.89	+4.27%	$1,389 gain missed
30 days afterApr 27, 2026	Apr 27, 2026	$413.64	+6.01%	$1,952 gain missed
90 days afterJun 24, 2026	Jun 24, 2026	$380.65	−2.45%	$796 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$438.12	+12.3%	$3,991 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.

Waters Corporation Common StockWAT

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Mar 10, 2026Filed 34 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 3, 2026New

Disclosed 34 days after the trade. WAT closed at $299.63 on Mar 10, 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 tradeMar 11, 2026	Mar 11, 2026	$297.54	−0.70%	$56 loss avoided
Day of disclosureApr 13, 2026	Apr 13, 2026	$324.68	+8.36%	$669 gain missed
30 days afterApr 9, 2026	Apr 9, 2026	$317.65	+6.01%	$481 gain missed
90 days afterJun 8, 2026	Jun 8, 2026	$363.34	+21.3%	$1,701 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$442.83	+47.8%	$3,824 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)

Notified / status

Prices

Mar 31, 2026Filed 13 days later

Member

Amcor plc Ordinary SharesAMCRStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Apr 3, 2026New

Disclosed 13 days after the trade. AMCR closed at $39.75 on Mar 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 bought
Day after the tradeApr 1, 2026	Apr 1, 2026	$40.70	+2.39%	+$191 gain
Day of disclosureApr 13, 2026	Apr 13, 2026	$40.96	+3.04%	+$244 gain
30 days afterApr 30, 2026	Apr 30, 2026	$38.04	−4.30%	−$344 loss
90 days afterJun 29, 2026	Jun 29, 2026	$42.94	+8.03%	+$642 gain
Latest closeOct 20, 2026	Oct 20, 2026	$44.73	+12.5%	+$1,002 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.

Mar 26, 2026Filed 18 days later

Member

Chubb Limited Common StockCBStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$15,001 - $50,000

Notified Apr 8, 2026New

Disclosed 18 days after the trade. CB closed at $324.31 on Mar 26, 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 tradeMar 27, 2026	Mar 27, 2026	$319.09	−1.61%	$523 loss avoided
Day of disclosureApr 13, 2026	Apr 13, 2026	$329.98	+1.75%	$568 gain missed
30 days afterApr 27, 2026	Apr 27, 2026	$324.60	+0.09%	$29 gain missed
90 days afterJun 24, 2026	Jun 24, 2026	$335.15	+3.34%	$1,086 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$357.75	+10.3%	$3,351 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.

Mar 26, 2026Filed 18 days later

Member

First Citizens BancShares, Inc. - Class A Common StockFCNCAStocks (including ADRs) [ST]Held in: Kean Family Partnership

Partial sale

$1,001 - $15,000

Notified Apr 3, 2026New

Disclosed 18 days after the trade. FCNCA closed at $1,896.78 on Mar 26, 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 tradeMar 27, 2026	Mar 27, 2026	$1,835.67	−3.22%	$258 loss avoided
Day of disclosureApr 13, 2026	Apr 13, 2026	$2,000.81	+5.48%	$439 gain missed
30 days afterApr 27, 2026	Apr 27, 2026	$1,973.53	+4.05%	$324 gain missed
90 days afterJun 24, 2026	Jun 24, 2026	$2,117.29	+11.6%	$930 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$2,120.39	+11.8%	$943 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.

Mar 26, 2026Filed 18 days later

Member

Johnson & Johnson Common StockJNJStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$1,001 - $15,000

Notified Apr 8, 2026New

Disclosed 18 days after the trade. JNJ closed at $239.24 on Mar 26, 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 tradeMar 27, 2026	Mar 27, 2026	$240.45	+0.51%	$40 gain missed
Day of disclosureApr 13, 2026	Apr 13, 2026	$237.96	−0.54%	$43 loss avoided
30 days afterApr 27, 2026	Apr 27, 2026	$225.34	−5.81%	$465 loss avoided
90 days afterJun 24, 2026	Jun 24, 2026	$241.00	+0.74%	$59 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+8.41%	$673 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.

Mar 26, 2026Filed 18 days later

Member

Linde plc - Ordinary SharesLINStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Apr 3, 2026New

Disclosed 18 days after the trade. LIN closed at $495.49 on Mar 26, 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 tradeMar 27, 2026	Mar 27, 2026	$491.12	−0.88%	−$71 loss
Day of disclosureApr 13, 2026	Apr 13, 2026	$508.87	+2.70%	+$216 gain
30 days afterApr 27, 2026	Apr 27, 2026	$510.75	+3.08%	+$246 gain
90 days afterJun 24, 2026	Jun 24, 2026	$515.73	+4.08%	+$327 gain
Latest closeOct 20, 2026	Oct 20, 2026	$501.89	+1.29%	+$103 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.

Mar 26, 2026Filed 18 days later

Member

Pepsico, Inc.PEPStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$15,001 - $50,000

Notified Apr 8, 2026New

Disclosed 18 days after the trade. PEP closed at $150.83 on Mar 26, 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 tradeMar 27, 2026	Mar 27, 2026	$153.04	+1.47%	$476 gain missed
Day of disclosureApr 13, 2026	Apr 13, 2026	$155.88	+3.35%	$1,088 gain missed
30 days afterApr 27, 2026	Apr 27, 2026	$154.10	+2.17%	$705 gain missed
90 days afterJun 24, 2026	Jun 24, 2026	$142.27	−5.68%	$1,845 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−11.1%	$3,622 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.

Mar 26, 2026Filed 18 days later

Member

S&P Global Inc. Common StockSPGIStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$15,001 - $50,000

Notified Apr 8, 2026New

Disclosed 18 days after the trade. SPGI closed at $390.21 on Mar 26, 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 tradeMar 27, 2026	Mar 27, 2026	$384.33	−1.51%	$489 loss avoided
Day of disclosureApr 13, 2026	Apr 13, 2026	$406.89	+4.27%	$1,389 gain missed
30 days afterApr 27, 2026	Apr 27, 2026	$413.64	+6.01%	$1,952 gain missed
90 days afterJun 24, 2026	Jun 24, 2026	$380.65	−2.45%	$796 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$438.12	+12.3%	$3,991 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.

Mar 10, 2026Filed 34 days later

Member

Waters Corporation Common StockWATStocks (including ADRs) [ST]Held in: Kean Family Partnership

Partial sale

$1,001 - $15,000

Notified Apr 3, 2026New

Disclosed 34 days after the trade. WAT closed at $299.63 on Mar 10, 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 tradeMar 11, 2026	Mar 11, 2026	$297.54	−0.70%	$56 loss avoided
Day of disclosureApr 13, 2026	Apr 13, 2026	$324.68	+8.36%	$669 gain missed
30 days afterApr 9, 2026	Apr 9, 2026	$317.65	+6.01%	$481 gain missed
90 days afterJun 8, 2026	Jun 8, 2026	$363.34	+21.3%	$1,701 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$442.83	+47.8%	$3,824 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.

Disclosed 41 days after the trade. FCNCA closed at $2,122.95 on Feb 5, 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 tradeFeb 6, 2026	Feb 6, 2026	$2,160.99	+1.79%	+$143 gain
Day of disclosureMar 18, 2026	Mar 18, 2026	$1,776.79	−16.3%	−$1,305 loss
30 days afterMar 9, 2026	Mar 9, 2026	$1,907.53	−10.1%	−$812 loss
90 days afterMay 6, 2026	May 6, 2026	$1,991.33	−6.20%	−$496 loss
Latest closeOct 20, 2026	Oct 20, 2026	$2,120.39	−0.12%	−$10 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.

Linde plc - Ordinary SharesLIN

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Feb 18, 2026Filed 28 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 3, 2026New

Disclosed 28 days after the trade. LIN closed at $485.28 on Feb 18, 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 tradeFeb 19, 2026	Feb 19, 2026	$490.11	+1.00%	+$80 gain
Day of disclosureMar 18, 2026	Mar 18, 2026	$488.57	+0.68%	+$54 gain
30 days afterMar 20, 2026	Mar 20, 2026	$488.15	+0.59%	+$47 gain
90 days afterMay 19, 2026	May 19, 2026	$506.07	+4.28%	+$343 gain
Latest closeOct 20, 2026	Oct 20, 2026	$501.89	+3.42%	+$274 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.

Waters Corporation Common StockWAT

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Feb 13, 2026Filed 33 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 3, 2026New

Disclosed 33 days after the trade. WAT closed at $323.37 on Feb 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 tradeFeb 17, 2026	Feb 17, 2026	$321.43	−0.60%	$48 loss avoided
Day of disclosureMar 18, 2026	Mar 18, 2026	$295.05	−8.76%	$701 loss avoided
30 days afterMar 16, 2026	Mar 16, 2026	$290.02	−10.3%	$825 loss avoided
90 days afterMay 14, 2026	May 14, 2026	$333.21	+3.04%	$243 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$442.83	+36.9%	$2,956 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)

Notified / status

Prices

Feb 5, 2026Filed 41 days later

Member

Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: Kean Family Partnership

Partial sale

$15,001 - $50,000

Notified Mar 3, 2026New

Disclosed 41 days after the trade. GOOGL closed at $331.25 on Feb 5, 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 tradeFeb 6, 2026	Feb 6, 2026	$322.86	−2.53%	$823 loss avoided
Day of disclosureMar 18, 2026	Mar 18, 2026	$307.69	−7.11%	$2,312 loss avoided
30 days afterMar 9, 2026	Mar 9, 2026	$306.36	−7.51%	$2,442 loss avoided
90 days afterMay 6, 2026	May 6, 2026	$398.04	+20.2%	$6,553 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+2.72%	$885 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.

Feb 5, 2026Filed 41 days later

Member

First Citizens BancShares, Inc. - Class A Common StockFCNCAStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Mar 3, 2026New

Disclosed 41 days after the trade. FCNCA closed at $2,122.95 on Feb 5, 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 tradeFeb 6, 2026	Feb 6, 2026	$2,160.99	+1.79%	+$143 gain
Day of disclosureMar 18, 2026	Mar 18, 2026	$1,776.79	−16.3%	−$1,305 loss
30 days afterMar 9, 2026	Mar 9, 2026	$1,907.53	−10.1%	−$812 loss
90 days afterMay 6, 2026	May 6, 2026	$1,991.33	−6.20%	−$496 loss
Latest closeOct 20, 2026	Oct 20, 2026	$2,120.39	−0.12%	−$10 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.

Feb 18, 2026Filed 28 days later

Member

Linde plc - Ordinary SharesLINStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Mar 3, 2026New

Disclosed 28 days after the trade. LIN closed at $485.28 on Feb 18, 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 tradeFeb 19, 2026	Feb 19, 2026	$490.11	+1.00%	+$80 gain
Day of disclosureMar 18, 2026	Mar 18, 2026	$488.57	+0.68%	+$54 gain
30 days afterMar 20, 2026	Mar 20, 2026	$488.15	+0.59%	+$47 gain
90 days afterMay 19, 2026	May 19, 2026	$506.07	+4.28%	+$343 gain
Latest closeOct 20, 2026	Oct 20, 2026	$501.89	+3.42%	+$274 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.

Feb 18, 2026Filed 28 days later

Member

U.S. Treasury NoteGovernment Securities and Agency Debt [GS]0.750%, 4/30/2026Held in: Kean Family Partnership

Purchase

$50,001 - $100,000

Notified Mar 3, 2026New

No ticker reported

Feb 18, 2026Filed 28 days later

Member

U.S. Treasury NoteGovernment Securities and Agency Debt [GS]4.625%, 10/15/2026Held in: Kean Family Partnership

Purchase

$50,001 - $100,000

Notified Mar 3, 2026New

No ticker reported

Feb 13, 2026Filed 33 days later

Member

Waters Corporation Common StockWATStocks (including ADRs) [ST]Held in: Kean Family Partnership

Partial sale

$1,001 - $15,000

Notified Mar 3, 2026New

Disclosed 33 days after the trade. WAT closed at $323.37 on Feb 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 tradeFeb 17, 2026	Feb 17, 2026	$321.43	−0.60%	$48 loss avoided
Day of disclosureMar 18, 2026	Mar 18, 2026	$295.05	−8.76%	$701 loss avoided
30 days afterMar 16, 2026	Mar 16, 2026	$290.02	−10.3%	$825 loss avoided
90 days afterMay 14, 2026	May 14, 2026	$333.21	+3.04%	$243 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$442.83	+36.9%	$2,956 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.

Disclosed 43 days after the trade. GM closed at $81.91 on Jan 7, 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 tradeJan 8, 2026	Jan 8, 2026	$85.13	+3.93%	$315 gain missed
Day of disclosureFeb 19, 2026	Feb 19, 2026	$81.47	−0.54%	$43 loss avoided
30 days afterFeb 6, 2026	Feb 6, 2026	$84.24	+2.84%	$228 gain missed
90 days afterApr 7, 2026	Apr 7, 2026	$72.76	−11.2%	$894 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$77.09	−5.88%	$471 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

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Jan 23, 2026Filed 27 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Feb 5, 2026New

Disclosed 27 days after the trade. JNJ closed at $220.14 on Jan 23, 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 tradeJan 26, 2026	Jan 26, 2026	$221.49	+0.61%	$199 gain missed
Day of disclosureFeb 19, 2026	Feb 19, 2026	$246.91	+12.2%	$3,952 gain missed
30 days afterFeb 23, 2026	Feb 23, 2026	$245.84	+11.7%	$3,794 gain missed
90 days afterApr 23, 2026	Apr 23, 2026	$230.65	+4.77%	$1,552 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+17.8%	$5,790 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.

Markel Group Inc. Common StockMKL

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Jan 23, 2026Filed 27 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Feb 5, 2026New

Disclosed 27 days after the trade. MKL closed at $2,029.21 on Jan 23, 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 tradeJan 26, 2026	Jan 26, 2026	$2,033.60	+0.22%	$70 gain missed
Day of disclosureFeb 19, 2026	Feb 19, 2026	$2,067.69	+1.90%	$616 gain missed
30 days afterFeb 23, 2026	Feb 23, 2026	$2,066.61	+1.84%	$599 gain missed
90 days afterApr 23, 2026	Apr 23, 2026	$1,929.91	−4.89%	$1,590 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,884.10	−7.15%	$2,324 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.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Jan 23, 2026Filed 27 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 5, 2026New

Disclosed 27 days after the trade. MSFT closed at $465.95 on Jan 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 tradeJan 26, 2026	Jan 26, 2026	$470.28	+0.93%	$74 gain missed
Day of disclosureFeb 19, 2026	Feb 19, 2026	$398.46	−14.5%	$1,159 loss avoided
30 days afterFeb 23, 2026	Feb 23, 2026	$384.47	−17.5%	$1,399 loss avoided
90 days afterApr 23, 2026	Apr 23, 2026	$415.75	−10.8%	$862 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+14.1%	$1,132 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.

Stryker Corporation Common StockSYK

Stocks (including ADRs) [ST]

Held in: State Street Bank & Trust Co.

Transaction date: Jan 23, 2026Filed 27 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Feb 5, 2026New

Disclosed 27 days after the trade. SYK closed at $355.04 on Jan 23, 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 tradeJan 26, 2026	Jan 26, 2026	$356.98	+0.55%	$178 gain missed
Day of disclosureFeb 19, 2026	Feb 19, 2026	$372.66	+4.96%	$1,613 gain missed
30 days afterFeb 23, 2026	Feb 23, 2026	$384.73	+8.36%	$2,718 gain missed
90 days afterApr 23, 2026	Apr 23, 2026	$329.65	−7.15%	$2,324 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$304.40	−14.3%	$4,636 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)

Notified / status

Prices

Jan 29, 2026Filed 21 days later

Member

Abbott Laboratories Common StockABTStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Feb 5, 2026New

Disclosed 21 days after the trade. ABT closed at $106.09 on Jan 29, 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 tradeJan 30, 2026	Jan 30, 2026	$109.30	+3.03%	+$242 gain
Day of disclosureFeb 19, 2026	Feb 19, 2026	$112.19	+5.75%	+$460 gain
30 days afterMar 2, 2026	Mar 2, 2026	$114.12	+7.57%	+$606 gain
90 days afterApr 29, 2026	Apr 29, 2026	$91.33	−13.9%	−$1,113 loss
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−3.43%	−$275 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.

Jan 7, 2026Filed 43 days later

Member

General Motors Company Common StockGMStocks (including ADRs) [ST]Held in: Kean Family Partnership

Sale

$1,001 - $15,000

Notified Feb 5, 2026New

Disclosed 43 days after the trade. GM closed at $81.91 on Jan 7, 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 tradeJan 8, 2026	Jan 8, 2026	$85.13	+3.93%	$315 gain missed
Day of disclosureFeb 19, 2026	Feb 19, 2026	$81.47	−0.54%	$43 loss avoided
30 days afterFeb 6, 2026	Feb 6, 2026	$84.24	+2.84%	$228 gain missed
90 days afterApr 7, 2026	Apr 7, 2026	$72.76	−11.2%	$894 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$77.09	−5.88%	$471 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.

Jan 23, 2026Filed 27 days later

Member

Johnson & Johnson Common StockJNJStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$15,001 - $50,000

Notified Feb 5, 2026New

Disclosed 27 days after the trade. JNJ closed at $220.14 on Jan 23, 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 tradeJan 26, 2026	Jan 26, 2026	$221.49	+0.61%	$199 gain missed
Day of disclosureFeb 19, 2026	Feb 19, 2026	$246.91	+12.2%	$3,952 gain missed
30 days afterFeb 23, 2026	Feb 23, 2026	$245.84	+11.7%	$3,794 gain missed
90 days afterApr 23, 2026	Apr 23, 2026	$230.65	+4.77%	$1,552 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+17.8%	$5,790 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.

Jan 23, 2026Filed 27 days later

Member

Markel Group Inc. Common StockMKLStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$15,001 - $50,000

Notified Feb 5, 2026New

Disclosed 27 days after the trade. MKL closed at $2,029.21 on Jan 23, 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 tradeJan 26, 2026	Jan 26, 2026	$2,033.60	+0.22%	$70 gain missed
Day of disclosureFeb 19, 2026	Feb 19, 2026	$2,067.69	+1.90%	$616 gain missed
30 days afterFeb 23, 2026	Feb 23, 2026	$2,066.61	+1.84%	$599 gain missed
90 days afterApr 23, 2026	Apr 23, 2026	$1,929.91	−4.89%	$1,590 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,884.10	−7.15%	$2,324 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.

Jan 23, 2026Filed 27 days later

Member

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$1,001 - $15,000

Notified Feb 5, 2026New

Disclosed 27 days after the trade. MSFT closed at $465.95 on Jan 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 tradeJan 26, 2026	Jan 26, 2026	$470.28	+0.93%	$74 gain missed
Day of disclosureFeb 19, 2026	Feb 19, 2026	$398.46	−14.5%	$1,159 loss avoided
30 days afterFeb 23, 2026	Feb 23, 2026	$384.47	−17.5%	$1,399 loss avoided
90 days afterApr 23, 2026	Apr 23, 2026	$415.75	−10.8%	$862 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+14.1%	$1,132 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.

Jan 23, 2026Filed 27 days later

Member

Stryker Corporation Common StockSYKStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$15,001 - $50,000

Notified Feb 5, 2026New

Disclosed 27 days after the trade. SYK closed at $355.04 on Jan 23, 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 tradeJan 26, 2026	Jan 26, 2026	$356.98	+0.55%	$178 gain missed
Day of disclosureFeb 19, 2026	Feb 19, 2026	$372.66	+4.96%	$1,613 gain missed
30 days afterFeb 23, 2026	Feb 23, 2026	$384.73	+8.36%	$2,718 gain missed
90 days afterApr 23, 2026	Apr 23, 2026	$329.65	−7.15%	$2,324 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$304.40	−14.3%	$4,636 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.

Disclosed 31 days after the trade. LLYVK closed at $84.78 on Dec 16, 2025; changes are measured from that close.

Point	Session	Close	Change
Day after the tradeDec 17, 2025	Dec 17, 2025	$84.34	−0.52%
Day of disclosureJan 16, 2026	Jan 16, 2026	$84.00	−0.92%
30 days afterJan 15, 2026	Jan 15, 2026	$83.59	−1.40%
90 days afterMar 16, 2026	Mar 16, 2026	$95.60	+12.8%
Latest closeOct 20, 2026	Oct 20, 2026	$100.49	+18.5%

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)

Notified / status

Prices

Dec 16, 2025Filed 31 days later

Member

Liberty Media Corporation - Series A Liberty Live Common StockLLYVAStocks (including ADRs) [ST]Shares of listed stock received in a share exchange of Liberty Media Corp LBTY Live CL A (LLYVA)Held in: State Street Bank & Trust Co.

Exchange

$1,001 - $15,000

Notified Jan 8, 2026New

Disclosed 31 days after the trade. LLYVA closed at $82.09 on Dec 16, 2025; changes are measured from that close.

Point	Session	Close	Change
Day after the tradeDec 17, 2025	Dec 17, 2025	$81.92	−0.21%
Day of disclosureJan 16, 2026	Jan 16, 2026	$82.73	+0.78%
30 days afterJan 15, 2026	Jan 15, 2026	$82.26	+0.21%
90 days afterMar 16, 2026	Mar 16, 2026	$93.44	+13.8%
Latest closeOct 20, 2026	Oct 20, 2026	$96.69	+17.8%

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.

Dec 16, 2025Filed 31 days later

Member

Liberty Media Corporation - Series C Liberty Live Common StockLLYVKStocks (including ADRs) [ST]Shares of listed stock received in a share exchange of Liberty Media Corp LBTY Live CL C (LLYVK)Held in: State Street Bank & Trust Co.

Exchange

$1,001 - $15,000

Notified Jan 8, 2026New

Disclosed 31 days after the trade. LLYVK closed at $84.78 on Dec 16, 2025; changes are measured from that close.

Point	Session	Close	Change
Day after the tradeDec 17, 2025	Dec 17, 2025	$84.34	−0.52%
Day of disclosureJan 16, 2026	Jan 16, 2026	$84.00	−0.92%
30 days afterJan 15, 2026	Jan 15, 2026	$83.59	−1.40%
90 days afterMar 16, 2026	Mar 16, 2026	$95.60	+12.8%
Latest closeOct 20, 2026	Oct 20, 2026	$100.49	+18.5%

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.

Dec 2, 2025Filed 45 days later

Member

SUNRISE COMMS AG ADR ASNREYStocks (including ADRs) [ST]Non-discretionary corporate actionHeld in: State Street Bank & Trust Co.

Sale

$1,001 - $15,000

Notified Jan 16, 2026New

No prices found

Dec 31, 2025Filed 16 days later

Member

U.S. Treasury NoteGovernment Securities and Agency Debt [GS]4.125%, maturity 6/15/26Held in: Kean Family Partnership

Purchase

$15,001 - $50,000

Notified Jan 2, 2026New

No ticker reported

Disclosed 29 days after the trade. SYK closed at $360.48 on Nov 20, 2025; 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 tradeNov 21, 2025	Nov 21, 2025	$368.27	+2.16%	$702 gain missed
Day of disclosureDec 19, 2025	Dec 19, 2025	$355.20	−1.46%	$476 loss avoided
30 days afterDec 22, 2025	Dec 22, 2025	$356.52	−1.10%	$357 loss avoided
90 days afterFeb 18, 2026	Feb 18, 2026	$377.32	+4.67%	$1,518 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$304.40	−15.6%	$5,056 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.

Texas Instruments Incorporated - Common StockTXN

Stocks (including ADRs) [ST]

Held in: Kean Family Partnership

Transaction date: Nov 26, 2025Filed 23 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 3, 2025New

Disclosed 23 days after the trade. TXN closed at $165.35 on Nov 26, 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 tradeNov 28, 2025	Nov 28, 2025	$168.27	+1.77%	+$141 gain
Day of disclosureDec 19, 2025	Dec 19, 2025	$176.29	+6.62%	+$529 gain
30 days afterDec 26, 2025	Dec 26, 2025	$176.88	+6.97%	+$558 gain
90 days afterFeb 24, 2026	Feb 24, 2026	$213.35	+29.0%	+$2,323 gain
Latest closeOct 20, 2026	Oct 20, 2026	$277.78	+68.0%	+$5,440 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)

Notified / status

Prices

Nov 20, 2025Filed 29 days later

Member

Johnson & Johnson Common StockJNJStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$15,001 - $50,000

Notified Dec 5, 2025New

Disclosed 29 days after the trade. JNJ closed at $203.07 on Nov 20, 2025; 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 tradeNov 21, 2025	Nov 21, 2025	$203.90	+0.41%	$133 gain missed
Day of disclosureDec 19, 2025	Dec 19, 2025	$206.37	+1.63%	$528 gain missed
30 days afterDec 22, 2025	Dec 22, 2025	$207.32	+2.09%	$680 gain missed
90 days afterFeb 18, 2026	Feb 18, 2026	$244.99	+20.6%	$6,709 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+27.7%	$9,009 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, 2025Filed 29 days later

Member

Stryker Corporation Common StockSYKStocks (including ADRs) [ST]Held in: State Street Bank & Trust Co.

Partial sale

$15,001 - $50,000

Notified Dec 5, 2025New

Disclosed 29 days after the trade. SYK closed at $360.48 on Nov 20, 2025; 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 tradeNov 21, 2025	Nov 21, 2025	$368.27	+2.16%	$702 gain missed
Day of disclosureDec 19, 2025	Dec 19, 2025	$355.20	−1.46%	$476 loss avoided
30 days afterDec 22, 2025	Dec 22, 2025	$356.52	−1.10%	$357 loss avoided
90 days afterFeb 18, 2026	Feb 18, 2026	$377.32	+4.67%	$1,518 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$304.40	−15.6%	$5,056 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 26, 2025Filed 23 days later

Member

Texas Instruments Incorporated - Common StockTXNStocks (including ADRs) [ST]Held in: Kean Family Partnership

Purchase

$1,001 - $15,000

Notified Dec 3, 2025New

Disclosed 23 days after the trade. TXN closed at $165.35 on Nov 26, 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 tradeNov 28, 2025	Nov 28, 2025	$168.27	+1.77%	+$141 gain
Day of disclosureDec 19, 2025	Dec 19, 2025	$176.29	+6.62%	+$529 gain
30 days afterDec 26, 2025	Dec 26, 2025	$176.88	+6.97%	+$558 gain
90 days afterFeb 24, 2026	Feb 24, 2026	$213.35	+29.0%	+$2,323 gain
Latest closeOct 20, 2026	Oct 20, 2026	$277.78	+68.0%	+$5,440 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.