Kelly Morrison

Representative · MN-3 · D

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

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.

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Kelly Morrison

Representative · MN-3 · D

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

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.

127 reported transactions in 28 electronically filed reports; latest filed Aug 25, 2026.

Periodic Transaction Report · filed Aug 25, 2026 · House Clerk

View original filing

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Trust 2

Transaction date: Aug 11, 2026Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 11, 2026New

Disclosed 14 days after the trade. ACN closed at $179.82 on Aug 11, 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 12, 2026	Aug 12, 2026	$180.14	+0.18%	$14 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$186.93	+3.95%	$316 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$177.91	−1.06%	$85 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+33.0%	$2,639 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.

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Trust 1

Transaction date: Aug 11, 2026Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 11, 2026New

Disclosed 14 days after the trade. ACN closed at $179.82 on Aug 11, 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 12, 2026	Aug 12, 2026	$180.14	+0.18%	$14 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$186.93	+3.95%	$316 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$177.91	−1.06%	$85 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+33.0%	$2,639 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.

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Trust 8

Transaction date: Aug 11, 2026Filed 14 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Spouse
Notified / status: Notified Aug 11, 2026New

Disclosed 14 days after the trade. ACN closed at $179.82 on Aug 11, 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 12, 2026	Aug 12, 2026	$180.14	+0.18%	$58 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$186.93	+3.95%	$1,285 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$177.91	−1.06%	$345 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+33.0%	$10,718 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.

Mobility Global Inc. Common StockMBGL

Stocks (including ADRs) [ST]

Asset acquired through a S&P Global (SPGI) spinoff.

Held in: Trust 8

Transaction date: Aug 11, 2026Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 11, 2026New

Disclosed 14 days after the trade. MBGL closed at $19.37 on Aug 11, 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 12, 2026	Aug 12, 2026	$19.62	+1.29%	$103 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$20.26	+4.59%	$368 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$20.19	+4.23%	$339 gain missed
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$18.52	−4.39%	$351 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.

Mobility Global Inc. Common StockMBGL

Stocks (including ADRs) [ST]

Asset acquired through a S&P Global (SPGI) spinoff.

Held in: Trust 2

Transaction date: Aug 11, 2026Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 11, 2026New

Disclosed 14 days after the trade. MBGL closed at $19.37 on Aug 11, 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 12, 2026	Aug 12, 2026	$19.62	+1.29%	$103 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$20.26	+4.59%	$368 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$20.19	+4.23%	$339 gain missed
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$18.52	−4.39%	$351 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.

Mobility Global Inc. Common StockMBGL

Stocks (including ADRs) [ST]

Asset acquired through a S&P Global (SPGI) spinoff.

Held in: Trust 1

Transaction date: Aug 11, 2026Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 11, 2026New

Disclosed 14 days after the trade. MBGL closed at $19.37 on Aug 11, 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 12, 2026	Aug 12, 2026	$19.62	+1.29%	$103 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$20.26	+4.59%	$368 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$20.19	+4.23%	$339 gain missed
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$18.52	−4.39%	$351 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.

Solstice Advanced Materials Inc. - Common StockSOLS

Stocks (including ADRs) [ST]

Held in: Trust 2

Transaction date: Aug 11, 2026Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 11, 2026New

Disclosed 14 days after the trade. SOLS closed at $61.11 on Aug 11, 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 12, 2026	Aug 12, 2026	$62.21	+1.80%	$144 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$55.54	−9.11%	$729 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$61.56	+0.74%	$59 gain missed
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$63.06	+3.19%	$255 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 11, 2026Filed 14 days later

Spouse

Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]Held in: Trust 2

Sale

$1,001 - $15,000

Notified Aug 11, 2026New

Disclosed 14 days after the trade. ACN closed at $179.82 on Aug 11, 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 12, 2026	Aug 12, 2026	$180.14	+0.18%	$14 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$186.93	+3.95%	$316 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$177.91	−1.06%	$85 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+33.0%	$2,639 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.

Aug 11, 2026Filed 14 days later

Member

Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]Held in: Trust 1

Sale

$1,001 - $15,000

Notified Aug 11, 2026New

Disclosed 14 days after the trade. ACN closed at $179.82 on Aug 11, 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 12, 2026	Aug 12, 2026	$180.14	+0.18%	$14 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$186.93	+3.95%	$316 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$177.91	−1.06%	$85 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+33.0%	$2,639 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.

Aug 11, 2026Filed 14 days later

Spouse

Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]

Disclosed 14 days after the trade. ACN closed at $179.82 on Aug 11, 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 12, 2026	Aug 12, 2026	$180.14	+0.18%	$58 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$186.93	+3.95%	$1,285 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$177.91	−1.06%	$345 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+33.0%	$10,718 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.

Periodic Transaction Report · filed Jul 30, 2026 · House Clerk
View original filing
- Honeywell Aerospace Inc. - Common StockHONAV
  Stocks (including ADRs) [ST]
  Asset acquired when certain Honeywell International Inc. (HON) shares were exchanged for Honeywell Aerospace Inc. (HONAV) shares due to a spinoff.
  Held in: Trust 2
  Transaction date
  Jun 29, 2026Filed 31 days later
  Type
  Exchange
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Spouse
  Notified / status
  Notified Jul 6, 2026New
  No prices found
Transaction date Owner Asset Type Amount (as reported) Notified / status Prices
Jun 29, 2026Filed 31 days later Spouse Honeywell Aerospace Inc. - Common StockHONAV No prices found

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Jun 29, 2026Filed 31 days later	Spouse	Honeywell Aerospace Inc. - Common StockHONAV	No prices found

Periodic Transaction Report · filed Jul 9, 2026 · House Clerk

View original filing

Andersen Corporation
Ownership Interest (Engaged in a Trade or Business) [OL]
Window manufacturer
Held in: Investment Fund 1
Location: Bayport, MN, US
Transaction date
Jun 19, 2026Filed 20 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Joint
Notified / status
Notified Jun 22, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Jun 19, 2026Filed 20 days later	Joint	Andersen CorporationOwnership Interest (Engaged in a Trade or Business) [OL]Window manufacturerHeld in: Investment Fund 1Location: Bayport, MN, US	No ticker reported

Periodic Transaction Report · filed May 21, 2026 · House Clerk

View original filing

StarCloud
Ownership Interest (Holding Investments) [OI]
Data Centers, Redmond, WA
Held in: Investment Fund 1
Transaction date
May 4, 2026Filed 17 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified May 1, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
May 4, 2026Filed 17 days later	Joint	StarCloudOwnership Interest (Holding Investments) [OI]Data Centers, Redmond, WAHeld in: Investment Fund 1	Sale	$15,001 - $50,000		No ticker reported

Periodic Transaction Report · filed May 5, 2026 · House Clerk
View original filing
- Artistry in Motion, LLC
  Ownership Interest (Holding Investments) [OI]
  Live events special effects, Northridge, CA
  Held in: Investment Fund 1
  Transaction date
  Apr 15, 2026Filed 20 days later
  Type
  Purchase
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Joint
  Notified / status
  Notified Apr 15, 2026New
  No ticker reported
- Cavall
  Ownership Interest (Holding Investments) [OI]
  Sports Software, London, UK
  Held in: Investment Fund 1
  Transaction date
  Apr 14, 2026Filed 21 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Joint
  Notified / status
  Notified Apr 14, 2026New
  No ticker reported
- Hermeus Corp
  Ownership Interest (Holding Investments) [OI]
  High speed aircraft manufacturer, Atlanta, GA
Periodic Transaction Report · filed Apr 2, 2026 · House Clerk
View original filing
- Andersen Corporation
  Ownership Interest (Holding Investments) [OI]
  Window Manufacturer, Bayport, WI
  Held in: Investment Fund 1
  Transaction date
  Jan 20, 2025Filed 437 days later · past 45 days
  Type
  Partial sale
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Member
  Notified / status
  Notified Mar 19, 2026New
  No ticker reported
- Andersen Corporation
  Ownership Interest (Holding Investments) [OI]
  Window Manufacturer, Bayport, WI
  Held in: Investment Fund 1
  Transaction date
  Mar 15, 2025Filed 383 days later · past 45 days
  Type
  Partial sale
  Amount (as reported)
  $250,001 - $500,000
  Owner
  Member
  Notified / status
  Notified Mar 19, 2026New
  No ticker reported
- Andersen Corporation

Periodic Transaction Report · filed Mar 10, 2026 · House Clerk

View original filing

Arthur J. Gallagher & Co. Common StockAJG

Stocks (including ADRs) [ST]

Held in: Trust 2

Transaction date: Mar 8, 2026Filed 2 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Mar 8, 2026New

Disclosed 2 days after the trade. AJG closed at $217.78 on Mar 9, 2026 (the first session on or after the trade date); 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 9, 2026	Mar 9, 2026	$217.78	0.00%	$0
Day of disclosureMar 10, 2026	Mar 10, 2026	$211.72	−2.78%	$904 loss avoided
30 days afterApr 7, 2026	Apr 7, 2026	$217.57	−0.10%	$31 loss avoided
90 days afterJun 9, 2026	Jun 9, 2026	$217.05	−0.34%	$109 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$259.26	+19.0%	$6,190 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.

Arthur J. Gallagher & Co. Common StockAJG
Stocks (including ADRs) [ST]
Held in: Trust 1
Transaction date
Mar 8, 2026Filed 2 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Mar 8, 2026

Periodic Transaction Report · filed Mar 5, 2026 · House Clerk

View original filing

Hermeus Corp
Ownership Interest (Holding Investments) [OI]
High speed aircraft manufacturer, Atlanta, GA
Held in: Investment Fund 1
Transaction date
Mar 2, 2026Filed 3 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Mar 2, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Mar 2, 2026Filed 3 days later	Member	Hermeus CorpOwnership Interest (Holding Investments) [OI]High speed aircraft manufacturer, Atlanta, GAHeld in: Investment Fund 1	Purchase	No ticker reported

Periodic Transaction Report · filed Mar 3, 2026 · House Clerk

View original filing

Arcade AI. Inc.
Ownership Interest (Holding Investments) [OI]
San Francisco, CA
Held in: Investment Fund 1
Transaction date
Mar 2, 2026Filed 1 day later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Mar 2, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Mar 2, 2026Filed 1 day later	Member	Arcade AI. Inc.Ownership Interest (Holding Investments) [OI]San Francisco, CAHeld in: Investment Fund 1	Purchase	$15,001 - $50,000		No ticker reported

Periodic Transaction Report · filed Mar 2, 2026 · House Clerk
View original filing
- Axiom Quant Inc. (dba Axiom Math)
  Ownership Interest (Holding Investments) [OI]
  San Francisco, CA
  Held in: Investment Fund 1
  Transaction date
  Feb 11, 2026Filed 19 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Member
  Notified / status
  Notified Feb 11, 2026New
  No ticker reported
- HM Companies LLC
  Ownership Interest (Holding Investments) [OI]
  Boca Raton, FL
  Held in: Investment Fund 1
  Transaction date
  Feb 11, 2026Filed 19 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Member
  Notified / status
  Notified Feb 11, 2026New
  No ticker reported
Transaction date Owner

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.

127 reported transactions in 28 electronically filed reports; latest filed Aug 25, 2026.

Periodic Transaction Report · filed Aug 25, 2026 · House Clerk

View original filing

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Trust 2

Transaction date: Aug 11, 2026Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 11, 2026New

Disclosed 14 days after the trade. ACN closed at $179.82 on Aug 11, 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 12, 2026	Aug 12, 2026	$180.14	+0.18%	$14 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$186.93	+3.95%	$316 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$177.91	−1.06%	$85 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+33.0%	$2,639 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.

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Trust 1

Transaction date: Aug 11, 2026Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 11, 2026New

Disclosed 14 days after the trade. ACN closed at $179.82 on Aug 11, 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 12, 2026	Aug 12, 2026	$180.14	+0.18%	$14 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$186.93	+3.95%	$316 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$177.91	−1.06%	$85 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+33.0%	$2,639 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.

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Trust 8

Transaction date: Aug 11, 2026Filed 14 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Spouse
Notified / status: Notified Aug 11, 2026New

Disclosed 14 days after the trade. ACN closed at $179.82 on Aug 11, 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 12, 2026	Aug 12, 2026	$180.14	+0.18%	$58 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$186.93	+3.95%	$1,285 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$177.91	−1.06%	$345 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+33.0%	$10,718 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.

Mobility Global Inc. Common StockMBGL

Stocks (including ADRs) [ST]

Asset acquired through a S&P Global (SPGI) spinoff.

Held in: Trust 8

Transaction date: Aug 11, 2026Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 11, 2026New

Disclosed 14 days after the trade. MBGL closed at $19.37 on Aug 11, 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 12, 2026	Aug 12, 2026	$19.62	+1.29%	$103 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$20.26	+4.59%	$368 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$20.19	+4.23%	$339 gain missed
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$18.52	−4.39%	$351 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.

Mobility Global Inc. Common StockMBGL

Stocks (including ADRs) [ST]

Asset acquired through a S&P Global (SPGI) spinoff.

Held in: Trust 2

Transaction date: Aug 11, 2026Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 11, 2026New

Disclosed 14 days after the trade. MBGL closed at $19.37 on Aug 11, 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 12, 2026	Aug 12, 2026	$19.62	+1.29%	$103 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$20.26	+4.59%	$368 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$20.19	+4.23%	$339 gain missed
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$18.52	−4.39%	$351 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.

Mobility Global Inc. Common StockMBGL

Stocks (including ADRs) [ST]

Asset acquired through a S&P Global (SPGI) spinoff.

Held in: Trust 1

Transaction date: Aug 11, 2026Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 11, 2026New

Disclosed 14 days after the trade. MBGL closed at $19.37 on Aug 11, 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 12, 2026	Aug 12, 2026	$19.62	+1.29%	$103 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$20.26	+4.59%	$368 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$20.19	+4.23%	$339 gain missed
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$18.52	−4.39%	$351 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.

Solstice Advanced Materials Inc. - Common StockSOLS

Stocks (including ADRs) [ST]

Held in: Trust 2

Transaction date: Aug 11, 2026Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 11, 2026New

Disclosed 14 days after the trade. SOLS closed at $61.11 on Aug 11, 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 12, 2026	Aug 12, 2026	$62.21	+1.80%	$144 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$55.54	−9.11%	$729 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$61.56	+0.74%	$59 gain missed
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$63.06	+3.19%	$255 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 11, 2026Filed 14 days later

Spouse

Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]Held in: Trust 2

Sale

$1,001 - $15,000

Notified Aug 11, 2026New

Disclosed 14 days after the trade. ACN closed at $179.82 on Aug 11, 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 12, 2026	Aug 12, 2026	$180.14	+0.18%	$14 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$186.93	+3.95%	$316 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$177.91	−1.06%	$85 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+33.0%	$2,639 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.

Aug 11, 2026Filed 14 days later

Member

Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]Held in: Trust 1

Sale

$1,001 - $15,000

Notified Aug 11, 2026New

Disclosed 14 days after the trade. ACN closed at $179.82 on Aug 11, 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 12, 2026	Aug 12, 2026	$180.14	+0.18%	$14 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$186.93	+3.95%	$316 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$177.91	−1.06%	$85 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+33.0%	$2,639 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.

Aug 11, 2026Filed 14 days later

Spouse

Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]

Disclosed 14 days after the trade. ACN closed at $179.82 on Aug 11, 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 12, 2026	Aug 12, 2026	$180.14	+0.18%	$58 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$186.93	+3.95%	$1,285 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$177.91	−1.06%	$345 loss avoided
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+33.0%	$10,718 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.

Periodic Transaction Report · filed Jul 30, 2026 · House Clerk
View original filing
- Honeywell Aerospace Inc. - Common StockHONAV
  Stocks (including ADRs) [ST]
  Asset acquired when certain Honeywell International Inc. (HON) shares were exchanged for Honeywell Aerospace Inc. (HONAV) shares due to a spinoff.
  Held in: Trust 2
  Transaction date
  Jun 29, 2026Filed 31 days later
  Type
  Exchange
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Spouse
  Notified / status
  Notified Jul 6, 2026New
  No prices found
Transaction date Owner Asset Type Amount (as reported) Notified / status Prices
Jun 29, 2026Filed 31 days later Spouse Honeywell Aerospace Inc. - Common StockHONAV No prices found

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Jun 29, 2026Filed 31 days later	Spouse	Honeywell Aerospace Inc. - Common StockHONAV	No prices found

Periodic Transaction Report · filed Jul 9, 2026 · House Clerk

View original filing

Andersen Corporation
Ownership Interest (Engaged in a Trade or Business) [OL]
Window manufacturer
Held in: Investment Fund 1
Location: Bayport, MN, US
Transaction date
Jun 19, 2026Filed 20 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Joint
Notified / status
Notified Jun 22, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Jun 19, 2026Filed 20 days later	Joint	Andersen CorporationOwnership Interest (Engaged in a Trade or Business) [OL]Window manufacturerHeld in: Investment Fund 1Location: Bayport, MN, US	No ticker reported

Periodic Transaction Report · filed May 21, 2026 · House Clerk

View original filing

StarCloud
Ownership Interest (Holding Investments) [OI]
Data Centers, Redmond, WA
Held in: Investment Fund 1
Transaction date
May 4, 2026Filed 17 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified May 1, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
May 4, 2026Filed 17 days later	Joint	StarCloudOwnership Interest (Holding Investments) [OI]Data Centers, Redmond, WAHeld in: Investment Fund 1	Sale	$15,001 - $50,000		No ticker reported

Periodic Transaction Report · filed May 5, 2026 · House Clerk
View original filing
- Artistry in Motion, LLC
  Ownership Interest (Holding Investments) [OI]
  Live events special effects, Northridge, CA
  Held in: Investment Fund 1
  Transaction date
  Apr 15, 2026Filed 20 days later
  Type
  Purchase
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Joint
  Notified / status
  Notified Apr 15, 2026New
  No ticker reported
- Cavall
  Ownership Interest (Holding Investments) [OI]
  Sports Software, London, UK
  Held in: Investment Fund 1
  Transaction date
  Apr 14, 2026Filed 21 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Joint
  Notified / status
  Notified Apr 14, 2026New
  No ticker reported
- Hermeus Corp
  Ownership Interest (Holding Investments) [OI]
  High speed aircraft manufacturer, Atlanta, GA
Periodic Transaction Report · filed Apr 2, 2026 · House Clerk
View original filing
- Andersen Corporation
  Ownership Interest (Holding Investments) [OI]
  Window Manufacturer, Bayport, WI
  Held in: Investment Fund 1
  Transaction date
  Jan 20, 2025Filed 437 days later · past 45 days
  Type
  Partial sale
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Member
  Notified / status
  Notified Mar 19, 2026New
  No ticker reported
- Andersen Corporation
  Ownership Interest (Holding Investments) [OI]
  Window Manufacturer, Bayport, WI
  Held in: Investment Fund 1
  Transaction date
  Mar 15, 2025Filed 383 days later · past 45 days
  Type
  Partial sale
  Amount (as reported)
  $250,001 - $500,000
  Owner
  Member
  Notified / status
  Notified Mar 19, 2026New
  No ticker reported
- Andersen Corporation

Periodic Transaction Report · filed Mar 10, 2026 · House Clerk

View original filing

Arthur J. Gallagher & Co. Common StockAJG

Stocks (including ADRs) [ST]

Held in: Trust 2

Transaction date: Mar 8, 2026Filed 2 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Mar 8, 2026New

Disclosed 2 days after the trade. AJG closed at $217.78 on Mar 9, 2026 (the first session on or after the trade date); 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 9, 2026	Mar 9, 2026	$217.78	0.00%	$0
Day of disclosureMar 10, 2026	Mar 10, 2026	$211.72	−2.78%	$904 loss avoided
30 days afterApr 7, 2026	Apr 7, 2026	$217.57	−0.10%	$31 loss avoided
90 days afterJun 9, 2026	Jun 9, 2026	$217.05	−0.34%	$109 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$259.26	+19.0%	$6,190 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.

Arthur J. Gallagher & Co. Common StockAJG
Stocks (including ADRs) [ST]
Held in: Trust 1
Transaction date
Mar 8, 2026Filed 2 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Mar 8, 2026

Periodic Transaction Report · filed Mar 5, 2026 · House Clerk

View original filing

Hermeus Corp
Ownership Interest (Holding Investments) [OI]
High speed aircraft manufacturer, Atlanta, GA
Held in: Investment Fund 1
Transaction date
Mar 2, 2026Filed 3 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Mar 2, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Mar 2, 2026Filed 3 days later	Member	Hermeus CorpOwnership Interest (Holding Investments) [OI]High speed aircraft manufacturer, Atlanta, GAHeld in: Investment Fund 1	Purchase	No ticker reported

Periodic Transaction Report · filed Mar 3, 2026 · House Clerk

View original filing

Arcade AI. Inc.
Ownership Interest (Holding Investments) [OI]
San Francisco, CA
Held in: Investment Fund 1
Transaction date
Mar 2, 2026Filed 1 day later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Mar 2, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Mar 2, 2026Filed 1 day later	Member	Arcade AI. Inc.Ownership Interest (Holding Investments) [OI]San Francisco, CAHeld in: Investment Fund 1	Purchase	$15,001 - $50,000		No ticker reported

Periodic Transaction Report · filed Mar 2, 2026 · House Clerk
View original filing
- Axiom Quant Inc. (dba Axiom Math)
  Ownership Interest (Holding Investments) [OI]
  San Francisco, CA
  Held in: Investment Fund 1
  Transaction date
  Feb 11, 2026Filed 19 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Member
  Notified / status
  Notified Feb 11, 2026New
  No ticker reported
- HM Companies LLC
  Ownership Interest (Holding Investments) [OI]
  Boca Raton, FL
  Held in: Investment Fund 1
  Transaction date
  Feb 11, 2026Filed 19 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Member
  Notified / status
  Notified Feb 11, 2026New
  No ticker reported
Transaction date Owner

Aug 11, 2026Filed 14 days later

Spouse

Mobility Global Inc. Common StockMBGLStocks (including ADRs) [ST]Asset acquired through a S&P Global (SPGI) spinoff.Held in: Trust 8

Sale

$1,001 - $15,000

Notified Aug 11, 2026New

Disclosed 14 days after the trade. MBGL closed at $19.37 on Aug 11, 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 12, 2026	Aug 12, 2026	$19.62	+1.29%	$103 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$20.26	+4.59%	$368 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$20.19	+4.23%	$339 gain missed
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$18.52	−4.39%	$351 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 11, 2026Filed 14 days later

Spouse

Mobility Global Inc. Common StockMBGLStocks (including ADRs) [ST]Asset acquired through a S&P Global (SPGI) spinoff.Held in: Trust 2

Sale

$1,001 - $15,000

Notified Aug 11, 2026New

Disclosed 14 days after the trade. MBGL closed at $19.37 on Aug 11, 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 12, 2026	Aug 12, 2026	$19.62	+1.29%	$103 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$20.26	+4.59%	$368 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$20.19	+4.23%	$339 gain missed
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$18.52	−4.39%	$351 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 11, 2026Filed 14 days later

Member

Mobility Global Inc. Common StockMBGLStocks (including ADRs) [ST]Asset acquired through a S&P Global (SPGI) spinoff.Held in: Trust 1

Sale

$1,001 - $15,000

Notified Aug 11, 2026New

Disclosed 14 days after the trade. MBGL closed at $19.37 on Aug 11, 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 12, 2026	Aug 12, 2026	$19.62	+1.29%	$103 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$20.26	+4.59%	$368 gain missed
30 days afterSep 10, 2026	Sep 10, 2026	$20.19	+4.23%	$339 gain missed
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$18.52	−4.39%	$351 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 11, 2026Filed 14 days later

Spouse

Solstice Advanced Materials Inc. - Common StockSOLSStocks (including ADRs) [ST]Held in: Trust 2

Sale

$1,001 - $15,000

Notified Aug 11, 2026New

Disclosed 14 days after the trade. SOLS closed at $61.11 on Aug 11, 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 12, 2026	Aug 12, 2026	$62.21	+1.80%	$144 gain missed
Day of disclosureAug 25, 2026	Aug 25, 2026	$55.54	−9.11%	$729 loss avoided
30 days afterSep 10, 2026	Sep 10, 2026	$61.56	+0.74%	$59 gain missed
90 days after	Pending: first session on or after Nov 9, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$63.06	+3.19%	$255 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
Apr 15, 2026Filed 20 days later	Joint	Artistry in Motion, LLCOwnership Interest (Holding Investments) [OI]Live events special effects, Northridge, CAHeld in: Investment Fund 1	Purchase	$50,001 - $100,000	Notified Apr 15, 2026New	No ticker reported
Apr 14, 2026Filed 21 days later	Joint	CavallOwnership Interest (Holding Investments) [OI]Sports Software, London, UKHeld in: Investment Fund 1	Purchase	$1,001 - $15,000	Notified Apr 14, 2026New	No ticker reported
May 4, 2026Filed 1 day later	Joint	Hermeus CorpOwnership Interest (Holding Investments) [OI]High speed aircraft manufacturer, Atlanta, GAHeld in: Investment Fund 1	Sale	$15,001 - $50,000	Notified May 1, 2026New	No ticker reported
Apr 17, 2026Filed 18 days later	Joint	Pelvital USA, Inc.Ownership Interest (Holding Investments) [OI]Medical devices, Minneapolis, MNHeld in: Investment Fund 1	Purchase	$15,001 - $50,000	Notified Apr 17, 2026New	No ticker reported
May 4, 2026Filed 1 day later	Joint	Saronic TechnologiesOwnership Interest (Holding Investments) [OI]Autonomous maritime vessels, Austin, TXHeld in: Investment Fund 1	Sale	$15,001 - $50,000	Notified May 1, 2026New	No ticker reported
May 4, 2026Filed 1 day later	Joint	Star Catcher Industries, Inc.Ownership Interest (Holding Investments) [OI]Energy infrastructure in space, Jacksonville, FLHeld in: Investment Fund 1	Sale	$15,001 - $50,000	Notified May 1, 2026New	No ticker reported
Apr 6, 2026Filed 29 days later	Joint	Star Catcher Industries, Inc.Ownership Interest (Holding Investments) [OI]Energy infrastructure in space, Jacksonville, FLHeld in: Investment Fund 1	Purchase	$15,001 - $50,000	Notified Apr 6, 2026New	No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Jan 20, 2025Filed 437 days later · past 45 days	Member	Andersen CorporationOwnership Interest (Holding Investments) [OI]Window Manufacturer, Bayport, WIHeld in: Investment Fund 1	Partial sale	$500,001 - $1,000,000	Notified Mar 19, 2026New	No ticker reported
Mar 15, 2025Filed 383 days later · past 45 days	Member	Andersen CorporationOwnership Interest (Holding Investments) [OI]Window Manufacturer, Bayport, WIHeld in: Investment Fund 1	Partial sale	$250,001 - $500,000	Notified Mar 19, 2026New	No ticker reported
Jun 15, 2025Filed 291 days later · past 45 days	Member	Andersen CorporationOwnership Interest (Holding Investments) [OI]Window Manufacturer, Bayport, WIHeld in: Investment Fund 1	Partial sale	$250,001 - $500,000	Notified Mar 19, 2026New	No ticker reported
Sep 15, 2025Filed 199 days later · past 45 days	Member	Andersen CorporationOwnership Interest (Holding Investments) [OI]Window Manufacturer, Bayport, WIHeld in: Investment Fund 1	Partial sale	$100,001 - $250,000	Notified Mar 19, 2026New	No ticker reported
Oct 15, 2025Filed 169 days later · past 45 days	Member	Andersen CorporationOwnership Interest (Holding Investments) [OI]Window Manufacturer, Bayport, WIHeld in: Investment Fund 1	Partial sale	$50,001 - $100,000	Notified Mar 19, 2026New	No ticker reported
Jan 20, 2026Filed 72 days later · past 45 days	Member	Andersen CorporationOwnership Interest (Holding Investments) [OI]Window Manufacturer, Bayport, WIHeld in: Investment Fund 1	Partial sale	$250,001 - $500,000	Notified Mar 19, 2026New	No ticker reported
Mar 15, 2026Filed 18 days later	Member	Andersen CorporationOwnership Interest (Holding Investments) [OI]Window Manufacturer, Bayport, WIHeld in: Investment Fund 1	Partial sale	$100,001 - $250,000	Notified Mar 19, 2026New	No ticker reported
Dec 22, 2025Filed 101 days later · past 45 days	Member	CavallOwnership Interest (Holding Investments) [OI]Sports Software, London, UKHeld in: Investment Fund 1	Purchase	$1,001 - $15,000	Notified Dec 22, 2025New	No ticker reported
Dec 22, 2025Filed 101 days later · past 45 days	Member	FluxAIOwnership Interest (Holding Investments) [OI]AI Hardware Engineer, San Francisco, CAHeld in: Investment Fund 1	Purchase	$15,001 - $50,000	Notified Dec 22, 2025New	No ticker reported
Mar 15, 2026Filed 18 days later	Member	StarCloudOwnership Interest (Holding Investments) [OI]Data Centers, Redmond, WAHeld in: Investment Fund 1	Purchase	$15,001 - $50,000	Notified Mar 15, 2026New	No ticker reported

Disclosed 2 days after the trade. AJG closed at $217.78 on Mar 9, 2026 (the first session on or after the trade date); 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 9, 2026	Mar 9, 2026	$217.78	0.00%	$0
Day of disclosureMar 10, 2026	Mar 10, 2026	$211.72	−2.78%	$223 loss avoided
30 days afterApr 7, 2026	Apr 7, 2026	$217.57	−0.10%	$8 loss avoided
90 days afterJun 9, 2026	Jun 9, 2026	$217.05	−0.34%	$27 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$259.26	+19.0%	$1,524 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.

Arthur J. Gallagher & Co. Common StockAJG

Stocks (including ADRs) [ST]

Held in: Trust 8

Transaction date: Mar 8, 2026Filed 2 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 8, 2026New

Disclosed 2 days after the trade. AJG closed at $217.78 on Mar 9, 2026 (the first session on or after the trade date); 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 9, 2026	Mar 9, 2026	$217.78	0.00%	$0
Day of disclosureMar 10, 2026	Mar 10, 2026	$211.72	−2.78%	$223 loss avoided
30 days afterApr 7, 2026	Apr 7, 2026	$217.57	−0.10%	$8 loss avoided
90 days afterJun 9, 2026	Jun 9, 2026	$217.05	−0.34%	$27 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$259.26	+19.0%	$1,524 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.

The Magnum Ice Cream Company N.V. Ordinary SharesMICC

Stocks (including ADRs) [ST]

Held in: Trust 2

Transaction date: Mar 8, 2026Filed 2 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 8, 2026New

Disclosed 2 days after the trade. MICC closed at $15.28 on Mar 9, 2026 (the first session on or after the trade date); 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 9, 2026	Mar 9, 2026	$15.28	0.00%	$0
Day of disclosureMar 10, 2026	Mar 10, 2026	$15.29	+0.07%	$5 gain missed
30 days afterApr 7, 2026	Apr 7, 2026	$14.36	−6.02%	$482 loss avoided
90 days afterJun 9, 2026	Jun 9, 2026	$17.46	+14.3%	$1,142 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$18.99	+24.3%	$1,943 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.

The Magnum Ice Cream Company N.V. Ordinary SharesMICC

Stocks (including ADRs) [ST]

Held in: Trust 8

Transaction date: Mar 8, 2026Filed 2 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 8, 2026New

Disclosed 2 days after the trade. MICC closed at $15.28 on Mar 9, 2026 (the first session on or after the trade date); 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 9, 2026	Mar 9, 2026	$15.28	0.00%	$0
Day of disclosureMar 10, 2026	Mar 10, 2026	$15.29	+0.07%	$5 gain missed
30 days afterApr 7, 2026	Apr 7, 2026	$14.36	−6.02%	$482 loss avoided
90 days afterJun 9, 2026	Jun 9, 2026	$17.46	+14.3%	$1,142 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$18.99	+24.3%	$1,943 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.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Mar 8, 2026Filed 2 days later

Member

Arthur J. Gallagher & Co. Common StockAJGStocks (including ADRs) [ST]Held in: Trust 2

Sale

$15,001 - $50,000

Notified Mar 8, 2026New

Disclosed 2 days after the trade. AJG closed at $217.78 on Mar 9, 2026 (the first session on or after the trade date); 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 9, 2026	Mar 9, 2026	$217.78	0.00%	$0
Day of disclosureMar 10, 2026	Mar 10, 2026	$211.72	−2.78%	$904 loss avoided
30 days afterApr 7, 2026	Apr 7, 2026	$217.57	−0.10%	$31 loss avoided
90 days afterJun 9, 2026	Jun 9, 2026	$217.05	−0.34%	$109 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$259.26	+19.0%	$6,190 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 8, 2026Filed 2 days later

Member

Arthur J. Gallagher & Co. Common StockAJGStocks (including ADRs) [ST]Held in: Trust 1

Sale

$1,001 - $15,000

Notified Mar 8, 2026New

Disclosed 2 days after the trade. AJG closed at $217.78 on Mar 9, 2026 (the first session on or after the trade date); 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 9, 2026	Mar 9, 2026	$217.78	0.00%	$0
Day of disclosureMar 10, 2026	Mar 10, 2026	$211.72	−2.78%	$223 loss avoided
30 days afterApr 7, 2026	Apr 7, 2026	$217.57	−0.10%	$8 loss avoided
90 days afterJun 9, 2026	Jun 9, 2026	$217.05	−0.34%	$27 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$259.26	+19.0%	$1,524 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 8, 2026Filed 2 days later

Member

Arthur J. Gallagher & Co. Common StockAJGStocks (including ADRs) [ST]Held in: Trust 8

Sale

$1,001 - $15,000

Notified Mar 8, 2026New

Disclosed 2 days after the trade. AJG closed at $217.78 on Mar 9, 2026 (the first session on or after the trade date); 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 9, 2026	Mar 9, 2026	$217.78	0.00%	$0
Day of disclosureMar 10, 2026	Mar 10, 2026	$211.72	−2.78%	$223 loss avoided
30 days afterApr 7, 2026	Apr 7, 2026	$217.57	−0.10%	$8 loss avoided
90 days afterJun 9, 2026	Jun 9, 2026	$217.05	−0.34%	$27 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$259.26	+19.0%	$1,524 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 9, 2026Filed 1 day later

Member

Saronic TechnologiesOwnership Interest (Holding Investments) [OI]Autonomous maritime vessels; Austin, TXHeld in: Investment Fund 1

Purchase

$15,001 - $50,000

Notified Mar 9, 2026New

No ticker reported

Mar 8, 2026Filed 2 days later

Member

The Magnum Ice Cream Company N.V. Ordinary SharesMICCStocks (including ADRs) [ST]Held in: Trust 2

Sale

$1,001 - $15,000

Notified Mar 8, 2026New

Disclosed 2 days after the trade. MICC closed at $15.28 on Mar 9, 2026 (the first session on or after the trade date); 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 9, 2026	Mar 9, 2026	$15.28	0.00%	$0
Day of disclosureMar 10, 2026	Mar 10, 2026	$15.29	+0.07%	$5 gain missed
30 days afterApr 7, 2026	Apr 7, 2026	$14.36	−6.02%	$482 loss avoided
90 days afterJun 9, 2026	Jun 9, 2026	$17.46	+14.3%	$1,142 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$18.99	+24.3%	$1,943 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 8, 2026Filed 2 days later

Member

The Magnum Ice Cream Company N.V. Ordinary SharesMICCStocks (including ADRs) [ST]Held in: Trust 8

Sale

$1,001 - $15,000

Notified Mar 8, 2026New

Disclosed 2 days after the trade. MICC closed at $15.28 on Mar 9, 2026 (the first session on or after the trade date); 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 9, 2026	Mar 9, 2026	$15.28	0.00%	$0
Day of disclosureMar 10, 2026	Mar 10, 2026	$15.29	+0.07%	$5 gain missed
30 days afterApr 7, 2026	Apr 7, 2026	$14.36	−6.02%	$482 loss avoided
90 days afterJun 9, 2026	Jun 9, 2026	$17.46	+14.3%	$1,142 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$18.99	+24.3%	$1,943 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.

Feb 11, 2026Filed 19 days later	Member	Axiom Quant Inc. (dba Axiom Math)Ownership Interest (Holding Investments) [OI]San Francisco, CAHeld in: Investment Fund 1	Purchase	$15,001 - $50,000	Notified Feb 11, 2026New	No ticker reported
Feb 11, 2026Filed 19 days later	Member	HM Companies LLCOwnership Interest (Holding Investments) [OI]Boca Raton, FLHeld in: Investment Fund 1	Purchase	$1,001 - $15,000	Notified Feb 11, 2026New	No ticker reported