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 24, 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 Feb 25, 2026 · House Clerk

View original filing

Project Stardust
Ownership Interest (Holding Investments) [OI]
Fetal Monitoring Medical Equipment Manufacturing; Palo Alto, CA
Held in: Investment Fund 1
Transaction date
Feb 11, 2026Filed 14 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Feb 11, 2026New
No ticker reported
Rhoda AI
Ownership Interest (Holding Investments) [OI]
Robotics; San Jose, CA
Held in: Investment Fund 1
Transaction date
Feb 20, 2026Filed 5 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Feb 20, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Feb 11, 2026Filed 14 days later	Member	Project StardustOwnership Interest (Holding Investments) [OI]Fetal Monitoring Medical Equipment Manufacturing; Palo Alto, CAHeld in: Investment Fund 1	Purchase	$15,001 - $50,000	Notified Feb 11, 2026New	No ticker reported
Feb 20, 2026Filed 5 days later	Member	Rhoda AIOwnership Interest (Holding Investments) [OI]Robotics; San Jose, CAHeld in: Investment Fund 1	Purchase	$15,001 - $50,000	Notified Feb 20, 2026New	No ticker reported

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

View original filing

Advanced Machine Intelligence (AMI) Labs
Ownership Interest (Holding Investments) [OI]
World Model AI, Paris, France
Held in: Investment Fund 1
Transaction date
Jan 29, 2026Filed 14 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Jan 29, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Jan 29, 2026Filed 14 days later	Member	Advanced Machine Intelligence (AMI) LabsOwnership Interest (Holding Investments) [OI]World Model AI, Paris, FranceHeld in: Investment Fund 1	Purchase	No ticker reported

Periodic Transaction Report · filed Feb 4, 2026 · House Clerk
View original filing
- Aalo Atomics
  Ownership Interest (Holding Investments) [OI]
  Nuclear Power, Austin, TX
  Held in: Investment Fund 1
  Transaction date
  Jan 29, 2026Filed 6 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Member
  Notified / status
  Notified Jan 29, 2026New
  No ticker reported
- CogniChip, Inc.
  Ownership Interest (Holding Investments) [OI]
  AI Chip Design, Redwood City, CA
  Held in: Investment Fund 1
  Transaction date
  Jan 20, 2026Filed 15 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Member
  Notified / status
  Notified Jan 27, 2026New
  No ticker reported
- Modak Communities Inc.
  Ownership Interest (Holding Investments) [OI]
  Financial Technology, Menlo Park, CA
Periodic Transaction Report · filed Jan 20, 2026 · House Clerk
View original filing
- ASHTED GRP PLC S/ADRASHGY
  Stocks (including ADRs) [ST]
  Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR
  Held in: Trust 1
  Transaction date
  Dec 10, 2025Filed 41 days later
  Type
  Exchange
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Member
  Notified / status
  Notified Jan 7, 2026New
  No prices found
- ASHTED GRP PLC S/ADRASHGY
  Stocks (including ADRs) [ST]
  Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR
  Held in: Trust 2
  Transaction date
  Dec 10, 2025Filed 41 days later
  Type
  Exchange
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Member
  Notified / status
  Notified Jan 7, 2026New

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

View original filing

Benable
Ownership Interest (Holding Investments) [OI]
Social commerce company, Richmond, VA
Held in: Investment Fund 1
Transaction date
Dec 15, 2025Filed 4 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Dec 16, 2025New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Dec 15, 2025Filed 4 days later	Member	BenableOwnership Interest (Holding Investments) [OI]Social commerce company, Richmond, VAHeld in: Investment Fund 1	Purchase	$15,001 - $50,000	No ticker reported

Periodic Transaction Report · filed Nov 6, 2025 · House Clerk

View original filing

Lazurite Holdings LLC
Ownership Interest (Holding Investments) [OI]
Medical devices
Held in: Investment Fund 1
Transaction date
Oct 24, 2025Filed 13 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Oct 24, 2025New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Oct 24, 2025Filed 13 days later	Member	Lazurite Holdings LLCOwnership Interest (Holding Investments) [OI]Medical devicesHeld in: Investment Fund 1	Purchase	$15,001 - $50,000		No ticker reported

Periodic Transaction Report · filed Sep 11, 2025 · House Clerk

View original filing

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Trust 1

Transaction date: Aug 19, 2025Filed 23 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 17, 2025New

Disclosed 23 days after the trade. ACN closed at $255.88 on Aug 19, 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 tradeAug 20, 2025	Aug 20, 2025	$255.05	−0.32%	$105 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$244.15	−4.58%	$1,490 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$239.55	−6.38%	$2,074 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$241.33	−5.69%	$1,848 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−6.55%	$2,129 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.

Accenture plc Class A Ordinary SharesACN
Stocks (including ADRs) [ST]
Held in: Trust 2
Transaction date
Aug 19, 2025Filed 23 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Aug 17, 2025

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

View original filing

Tree Care Partners
Ownership Interest (Holding Investments) [OI]
Tree Care Services
Held in: Investment Fund 1
Transaction date
Aug 7, 2025Filed 12 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Notified / status
Notified Aug 7, 2025New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Aug 7, 2025Filed 12 days later	Member	Tree Care PartnersOwnership Interest (Holding Investments) [OI]Tree Care ServicesHeld in: Investment Fund 1	Purchase	$50,001 - $100,000	No ticker reported

Periodic Transaction Report · filed Aug 3, 2025 · House Clerk
View original filing
- Kwikbit Inc
  Ownership Interest (Holding Investments) [OI]
  Communications technology and service
  Held in: Investment Fund 1
  Transaction date
  Jul 25, 2025Filed 9 days later
  Type
  Purchase
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Member
  Notified / status
  Notified Jul 25, 2025New
  No ticker reported
- MM Fox LP
  Ownership Interest (Holding Investments) [OI]
  B2B software
  Held in: Investment Fund 1
  Transaction date
  Jul 25, 2025Filed 9 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Member
  Notified / status
  Notified Jul 25, 2025New
  No ticker reported
Transaction date Owner

Periodic Transaction Report · filed Jun 18, 2025 · House Clerk

View original filing

CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15
Government Securities and Agency Debt [GS]
Interest
Held in: Trust 2
Transaction date
Apr 1, 2025Amendment filed 78 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 6, 2025Deleted in this filing (ID 2000137338)

Houlihan Lokey, Inc. Class A Common StockHLI

Stocks (including ADRs) [ST]

Held in: Trust 5

Transaction date: Jun 4, 2025Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 4, 2025New

Disclosed 14 days after the trade. HLI closed at $174.02 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$174.90	+0.51%	$40 gain missed
Day of disclosureJun 18, 2025	Jun 18, 2025	$173.10	−0.53%	$42 loss avoided
30 days afterJul 7, 2025	Jul 7, 2025	$185.42	+6.55%	$524 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$196.24	+12.8%	$1,022 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$130.33	−25.1%	$2,009 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.

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 24, 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 Feb 25, 2026 · House Clerk

View original filing

Project Stardust
Ownership Interest (Holding Investments) [OI]
Fetal Monitoring Medical Equipment Manufacturing; Palo Alto, CA
Held in: Investment Fund 1
Transaction date
Feb 11, 2026Filed 14 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Feb 11, 2026New
No ticker reported
Rhoda AI
Ownership Interest (Holding Investments) [OI]
Robotics; San Jose, CA
Held in: Investment Fund 1
Transaction date
Feb 20, 2026Filed 5 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Feb 20, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Feb 11, 2026Filed 14 days later	Member	Project StardustOwnership Interest (Holding Investments) [OI]Fetal Monitoring Medical Equipment Manufacturing; Palo Alto, CAHeld in: Investment Fund 1	Purchase	$15,001 - $50,000	Notified Feb 11, 2026New	No ticker reported
Feb 20, 2026Filed 5 days later	Member	Rhoda AIOwnership Interest (Holding Investments) [OI]Robotics; San Jose, CAHeld in: Investment Fund 1	Purchase	$15,001 - $50,000	Notified Feb 20, 2026New	No ticker reported

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

View original filing

Advanced Machine Intelligence (AMI) Labs
Ownership Interest (Holding Investments) [OI]
World Model AI, Paris, France
Held in: Investment Fund 1
Transaction date
Jan 29, 2026Filed 14 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Jan 29, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Jan 29, 2026Filed 14 days later	Member	Advanced Machine Intelligence (AMI) LabsOwnership Interest (Holding Investments) [OI]World Model AI, Paris, FranceHeld in: Investment Fund 1	Purchase	No ticker reported

Periodic Transaction Report · filed Feb 4, 2026 · House Clerk
View original filing
- Aalo Atomics
  Ownership Interest (Holding Investments) [OI]
  Nuclear Power, Austin, TX
  Held in: Investment Fund 1
  Transaction date
  Jan 29, 2026Filed 6 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Member
  Notified / status
  Notified Jan 29, 2026New
  No ticker reported
- CogniChip, Inc.
  Ownership Interest (Holding Investments) [OI]
  AI Chip Design, Redwood City, CA
  Held in: Investment Fund 1
  Transaction date
  Jan 20, 2026Filed 15 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Member
  Notified / status
  Notified Jan 27, 2026New
  No ticker reported
- Modak Communities Inc.
  Ownership Interest (Holding Investments) [OI]
  Financial Technology, Menlo Park, CA
Periodic Transaction Report · filed Jan 20, 2026 · House Clerk
View original filing
- ASHTED GRP PLC S/ADRASHGY
  Stocks (including ADRs) [ST]
  Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR
  Held in: Trust 1
  Transaction date
  Dec 10, 2025Filed 41 days later
  Type
  Exchange
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Member
  Notified / status
  Notified Jan 7, 2026New
  No prices found
- ASHTED GRP PLC S/ADRASHGY
  Stocks (including ADRs) [ST]
  Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR
  Held in: Trust 2
  Transaction date
  Dec 10, 2025Filed 41 days later
  Type
  Exchange
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Member
  Notified / status
  Notified Jan 7, 2026New

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

View original filing

Benable
Ownership Interest (Holding Investments) [OI]
Social commerce company, Richmond, VA
Held in: Investment Fund 1
Transaction date
Dec 15, 2025Filed 4 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Dec 16, 2025New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Dec 15, 2025Filed 4 days later	Member	BenableOwnership Interest (Holding Investments) [OI]Social commerce company, Richmond, VAHeld in: Investment Fund 1	Purchase	$15,001 - $50,000	No ticker reported

Periodic Transaction Report · filed Nov 6, 2025 · House Clerk

View original filing

Lazurite Holdings LLC
Ownership Interest (Holding Investments) [OI]
Medical devices
Held in: Investment Fund 1
Transaction date
Oct 24, 2025Filed 13 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Oct 24, 2025New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Oct 24, 2025Filed 13 days later	Member	Lazurite Holdings LLCOwnership Interest (Holding Investments) [OI]Medical devicesHeld in: Investment Fund 1	Purchase	$15,001 - $50,000		No ticker reported

Periodic Transaction Report · filed Sep 11, 2025 · House Clerk

View original filing

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Trust 1

Transaction date: Aug 19, 2025Filed 23 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 17, 2025New

Disclosed 23 days after the trade. ACN closed at $255.88 on Aug 19, 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 tradeAug 20, 2025	Aug 20, 2025	$255.05	−0.32%	$105 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$244.15	−4.58%	$1,490 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$239.55	−6.38%	$2,074 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$241.33	−5.69%	$1,848 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−6.55%	$2,129 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.

Accenture plc Class A Ordinary SharesACN
Stocks (including ADRs) [ST]
Held in: Trust 2
Transaction date
Aug 19, 2025Filed 23 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Aug 17, 2025

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

View original filing

Tree Care Partners
Ownership Interest (Holding Investments) [OI]
Tree Care Services
Held in: Investment Fund 1
Transaction date
Aug 7, 2025Filed 12 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Notified / status
Notified Aug 7, 2025New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Aug 7, 2025Filed 12 days later	Member	Tree Care PartnersOwnership Interest (Holding Investments) [OI]Tree Care ServicesHeld in: Investment Fund 1	Purchase	$50,001 - $100,000	No ticker reported

Periodic Transaction Report · filed Aug 3, 2025 · House Clerk
View original filing
- Kwikbit Inc
  Ownership Interest (Holding Investments) [OI]
  Communications technology and service
  Held in: Investment Fund 1
  Transaction date
  Jul 25, 2025Filed 9 days later
  Type
  Purchase
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Member
  Notified / status
  Notified Jul 25, 2025New
  No ticker reported
- MM Fox LP
  Ownership Interest (Holding Investments) [OI]
  B2B software
  Held in: Investment Fund 1
  Transaction date
  Jul 25, 2025Filed 9 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Member
  Notified / status
  Notified Jul 25, 2025New
  No ticker reported
Transaction date Owner

Periodic Transaction Report · filed Jun 18, 2025 · House Clerk

View original filing

CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15
Government Securities and Agency Debt [GS]
Interest
Held in: Trust 2
Transaction date
Apr 1, 2025Amendment filed 78 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 6, 2025Deleted in this filing (ID 2000137338)

Houlihan Lokey, Inc. Class A Common StockHLI

Stocks (including ADRs) [ST]

Held in: Trust 5

Transaction date: Jun 4, 2025Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 4, 2025New

Disclosed 14 days after the trade. HLI closed at $174.02 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$174.90	+0.51%	$40 gain missed
Day of disclosureJun 18, 2025	Jun 18, 2025	$173.10	−0.53%	$42 loss avoided
30 days afterJul 7, 2025	Jul 7, 2025	$185.42	+6.55%	$524 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$196.24	+12.8%	$1,022 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$130.33	−25.1%	$2,009 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 6 days later	Member	Aalo AtomicsOwnership Interest (Holding Investments) [OI]Nuclear Power, Austin, TXHeld in: Investment Fund 1	Purchase	$15,001 - $50,000	Notified Jan 29, 2026New	No ticker reported
Jan 20, 2026Filed 15 days later	Member	CogniChip, Inc.Ownership Interest (Holding Investments) [OI]AI Chip Design, Redwood City, CAHeld in: Investment Fund 1	Purchase	$15,001 - $50,000	Notified Jan 27, 2026New	No ticker reported
Jan 20, 2026Filed 15 days later	Member	Modak Communities Inc.Ownership Interest (Holding Investments) [OI]Financial Technology, Menlo Park, CAHeld in: Investment Fund 1	Purchase	$15,001 - $50,000	Notified Jan 27, 2026New	No ticker reported
Jan 29, 2026Filed 6 days later	Member	Sygaldry Technologies, Inc.Ownership Interest (Holding Investments) [OI]Computer Servers, Santa Monica, CAHeld in: Investment Fund 1	Purchase	$15,001 - $50,000	Notified Jan 29, 2026New	No ticker reported
Jan 20, 2026Filed 15 days later	Member	Varda Space Industries, Inc.Ownership Interest (Holding Investments) [OI]Microgravity Manufacturing, El Segundo, CAHeld in: Investment Fund 1	Purchase	$15,001 - $50,000	Notified Jan 27, 2026New	No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Dec 10, 2025Filed 41 days later	Member	ASHTED GRP PLC S/ADRASHGYStocks (including ADRs) [ST]Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADRHeld in: Trust 1	Exchange	$15,001 - $50,000	Notified Jan 7, 2026New	No prices found
Dec 10, 2025Filed 41 days later	Member	ASHTED GRP PLC S/ADRASHGYStocks (including ADRs) [ST]Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADRHeld in: Trust 2	Exchange	$15,001 - $50,000	Notified Jan 7, 2026New	No prices found
Dec 10, 2025Filed 41 days later	Member	ASHTED GRP PLC S/ADRASHGYStocks (including ADRs) [ST]Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADRHeld in: Trust 3	Exchange	$1,001 - $15,000	Notified Jan 7, 2026New	No prices found
Dec 10, 2025Filed 41 days later	Member	ASHTED GRP PLC S/ADRASHGYStocks (including ADRs) [ST]Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADRHeld in: Trust 4	Exchange	$1,001 - $15,000	Notified Jan 7, 2026New	No prices found

Disclosed 23 days after the trade. ACN closed at $255.88 on Aug 19, 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 tradeAug 20, 2025	Aug 20, 2025	$255.05	−0.32%	$105 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$244.15	−4.58%	$1,490 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$239.55	−6.38%	$2,074 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$241.33	−5.69%	$1,848 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−6.55%	$2,129 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.

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Trust 3

Transaction date: Aug 19, 2025Filed 23 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 17, 2025New

Disclosed 23 days after the trade. ACN closed at $255.88 on Aug 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 20, 2025	Aug 20, 2025	$255.05	−0.32%	$26 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$244.15	−4.58%	$367 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$239.55	−6.38%	$511 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$241.33	−5.69%	$455 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−6.55%	$524 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.

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Trust 4

Transaction date: Aug 19, 2025Filed 23 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 17, 2025New

Disclosed 23 days after the trade. ACN closed at $255.88 on Aug 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 20, 2025	Aug 20, 2025	$255.05	−0.32%	$26 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$244.15	−4.58%	$367 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$239.55	−6.38%	$511 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$241.33	−5.69%	$455 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−6.55%	$524 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.

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Trust 5

Transaction date: Aug 19, 2025Filed 23 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 17, 2025New

Disclosed 23 days after the trade. ACN closed at $255.88 on Aug 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 20, 2025	Aug 20, 2025	$255.05	−0.32%	$26 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$244.15	−4.58%	$367 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$239.55	−6.38%	$511 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$241.33	−5.69%	$455 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−6.55%	$524 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: Trust 2

Transaction date: Aug 19, 2025Filed 23 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 17, 2025New

Disclosed 23 days after the trade. JNJ closed at $177.80 on Aug 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 20, 2025	Aug 20, 2025	$178.84	+0.58%	$47 gain missed
Day of disclosureSep 11, 2025	Sep 11, 2025	$178.50	+0.39%	$31 gain missed
30 days afterSep 18, 2025	Sep 18, 2025	$174.16	−2.05%	$164 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$199.58	+12.2%	$980 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+45.9%	$3,670 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.

Thermo Fisher Scientific Inc Common StockTMO

Stocks (including ADRs) [ST]

Held in: Trust 2

Transaction date: Aug 19, 2025Filed 23 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 17, 2025New

Disclosed 23 days after the trade. TMO closed at $498.29 on Aug 19, 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 tradeAug 20, 2025	Aug 20, 2025	$494.81	−0.70%	$227 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$491.41	−1.38%	$449 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$481.10	−3.45%	$1,121 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$567.16	+13.8%	$4,492 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$687.37	+37.9%	$12,333 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.

Thermo Fisher Scientific Inc Common StockTMO

Stocks (including ADRs) [ST]

Held in: Trust 1

Transaction date: Aug 19, 2025Filed 23 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 17, 2025New

Disclosed 23 days after the trade. TMO closed at $498.29 on Aug 19, 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 tradeAug 20, 2025	Aug 20, 2025	$494.81	−0.70%	$227 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$491.41	−1.38%	$449 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$481.10	−3.45%	$1,121 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$567.16	+13.8%	$4,492 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$687.37	+37.9%	$12,333 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.

Thermo Fisher Scientific Inc Common StockTMO

Stocks (including ADRs) [ST]

Held in: Trust 3

Transaction date: Aug 19, 2025Filed 23 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 17, 2025New

Disclosed 23 days after the trade. TMO closed at $498.29 on Aug 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 20, 2025	Aug 20, 2025	$494.81	−0.70%	$56 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$491.41	−1.38%	$110 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$481.10	−3.45%	$276 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$567.16	+13.8%	$1,106 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$687.37	+37.9%	$3,036 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.

Thermo Fisher Scientific Inc Common StockTMO

Stocks (including ADRs) [ST]

Held in: Trust 4

Transaction date: Aug 19, 2025Filed 23 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 17, 2025New

Disclosed 23 days after the trade. TMO closed at $498.29 on Aug 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 20, 2025	Aug 20, 2025	$494.81	−0.70%	$56 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$491.41	−1.38%	$110 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$481.10	−3.45%	$276 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$567.16	+13.8%	$1,106 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$687.37	+37.9%	$3,036 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.

Verizon Communications Inc. Common StockVZ

Stocks (including ADRs) [ST]

Held in: Trust 2

Transaction date: Aug 19, 2025Filed 23 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 17, 2025New

Disclosed 23 days after the trade. VZ closed at $44.94 on Aug 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 20, 2025	Aug 20, 2025	$45.06	+0.27%	$21 gain missed
Day of disclosureSep 11, 2025	Sep 11, 2025	$44.14	−1.78%	$142 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$43.67	−2.83%	$226 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$41.01	−8.74%	$700 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	−0.89%	$71 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

Aug 19, 2025Filed 23 days later

Member

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

Partial sale

$15,001 - $50,000

Notified Aug 17, 2025New

Disclosed 23 days after the trade. ACN closed at $255.88 on Aug 19, 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 tradeAug 20, 2025	Aug 20, 2025	$255.05	−0.32%	$105 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$244.15	−4.58%	$1,490 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$239.55	−6.38%	$2,074 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$241.33	−5.69%	$1,848 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−6.55%	$2,129 loss avoided

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

Aug 19, 2025Filed 23 days later

Member

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

Partial sale

$15,001 - $50,000

Notified Aug 17, 2025New

Disclosed 23 days after the trade. ACN closed at $255.88 on Aug 19, 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 tradeAug 20, 2025	Aug 20, 2025	$255.05	−0.32%	$105 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$244.15	−4.58%	$1,490 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$239.55	−6.38%	$2,074 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$241.33	−5.69%	$1,848 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−6.55%	$2,129 loss avoided

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

Aug 19, 2025Filed 23 days later

Member

Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]Held in: Trust 3

Partial sale

$1,001 - $15,000

Notified Aug 17, 2025New

Disclosed 23 days after the trade. ACN closed at $255.88 on Aug 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 20, 2025	Aug 20, 2025	$255.05	−0.32%	$26 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$244.15	−4.58%	$367 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$239.55	−6.38%	$511 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$241.33	−5.69%	$455 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−6.55%	$524 loss avoided

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

Aug 19, 2025Filed 23 days later

Member

Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]Held in: Trust 4

Partial sale

$1,001 - $15,000

Notified Aug 17, 2025New

Disclosed 23 days after the trade. ACN closed at $255.88 on Aug 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 20, 2025	Aug 20, 2025	$255.05	−0.32%	$26 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$244.15	−4.58%	$367 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$239.55	−6.38%	$511 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$241.33	−5.69%	$455 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−6.55%	$524 loss avoided

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

Aug 19, 2025Filed 23 days later

Member

Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]Held in: Trust 5

Partial sale

$1,001 - $15,000

Notified Aug 17, 2025New

Disclosed 23 days after the trade. ACN closed at $255.88 on Aug 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 20, 2025	Aug 20, 2025	$255.05	−0.32%	$26 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$244.15	−4.58%	$367 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$239.55	−6.38%	$511 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$241.33	−5.69%	$455 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−6.55%	$524 loss avoided

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

Aug 19, 2025Filed 23 days later

Member

Johnson & Johnson Common StockJNJStocks (including ADRs) [ST]Held in: Trust 2

Partial sale

$1,001 - $15,000

Notified Aug 17, 2025New

Disclosed 23 days after the trade. JNJ closed at $177.80 on Aug 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 20, 2025	Aug 20, 2025	$178.84	+0.58%	$47 gain missed
Day of disclosureSep 11, 2025	Sep 11, 2025	$178.50	+0.39%	$31 gain missed
30 days afterSep 18, 2025	Sep 18, 2025	$174.16	−2.05%	$164 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$199.58	+12.2%	$980 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+45.9%	$3,670 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 19, 2025Filed 23 days later

Member

Thermo Fisher Scientific Inc Common StockTMOStocks (including ADRs) [ST]Held in: Trust 2

Partial sale

$15,001 - $50,000

Notified Aug 17, 2025New

Disclosed 23 days after the trade. TMO closed at $498.29 on Aug 19, 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 tradeAug 20, 2025	Aug 20, 2025	$494.81	−0.70%	$227 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$491.41	−1.38%	$449 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$481.10	−3.45%	$1,121 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$567.16	+13.8%	$4,492 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$687.37	+37.9%	$12,333 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 19, 2025Filed 23 days later

Member

Thermo Fisher Scientific Inc Common StockTMOStocks (including ADRs) [ST]Held in: Trust 1

Partial sale

$15,001 - $50,000

Notified Aug 17, 2025New

Disclosed 23 days after the trade. TMO closed at $498.29 on Aug 19, 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 tradeAug 20, 2025	Aug 20, 2025	$494.81	−0.70%	$227 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$491.41	−1.38%	$449 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$481.10	−3.45%	$1,121 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$567.16	+13.8%	$4,492 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$687.37	+37.9%	$12,333 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 19, 2025Filed 23 days later

Member

Thermo Fisher Scientific Inc Common StockTMOStocks (including ADRs) [ST]Held in: Trust 3

Partial sale

$1,001 - $15,000

Notified Aug 17, 2025New

Disclosed 23 days after the trade. TMO closed at $498.29 on Aug 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 20, 2025	Aug 20, 2025	$494.81	−0.70%	$56 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$491.41	−1.38%	$110 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$481.10	−3.45%	$276 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$567.16	+13.8%	$1,106 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$687.37	+37.9%	$3,036 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 19, 2025Filed 23 days later

Member

Thermo Fisher Scientific Inc Common StockTMOStocks (including ADRs) [ST]Held in: Trust 4

Partial sale

$1,001 - $15,000

Notified Aug 17, 2025New

Disclosed 23 days after the trade. TMO closed at $498.29 on Aug 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 20, 2025	Aug 20, 2025	$494.81	−0.70%	$56 loss avoided
Day of disclosureSep 11, 2025	Sep 11, 2025	$491.41	−1.38%	$110 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$481.10	−3.45%	$276 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$567.16	+13.8%	$1,106 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$687.37	+37.9%	$3,036 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 19, 2025Filed 23 days later

Member

Verizon Communications Inc. Common StockVZStocks (including ADRs) [ST]Held in: Trust 2

Sale

$1,001 - $15,000

Notified Aug 17, 2025New

Disclosed 23 days after the trade. VZ closed at $44.94 on Aug 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 20, 2025	Aug 20, 2025	$45.06	+0.27%	$21 gain missed
Day of disclosureSep 11, 2025	Sep 11, 2025	$44.14	−1.78%	$142 loss avoided
30 days afterSep 18, 2025	Sep 18, 2025	$43.67	−2.83%	$226 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$41.01	−8.74%	$700 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	−0.89%	$71 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.

Nike, Inc. Common StockNKE

Stocks (including ADRs) [ST]

Held in: Trust 3

Transaction date: Jun 4, 2025Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 4, 2025New

Disclosed 14 days after the trade. NKE closed at $62.77 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$62.67	−0.16%	$13 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$59.51	−5.19%	$416 loss avoided
30 days afterJul 7, 2025	Jul 7, 2025	$76.53	+21.9%	$1,754 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$74.29	+18.4%	$1,468 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$37.88	−39.7%	$3,173 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.

Nike, Inc. Common StockNKE

Stocks (including ADRs) [ST]

Held in: Trust 4

Transaction date: Jun 4, 2025Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 4, 2025New

Disclosed 14 days after the trade. NKE closed at $62.77 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$62.67	−0.16%	$13 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$59.51	−5.19%	$416 loss avoided
30 days afterJul 7, 2025	Jul 7, 2025	$76.53	+21.9%	$1,754 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$74.29	+18.4%	$1,468 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$37.88	−39.7%	$3,173 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.

ResMed Inc. Common StockRMD

Stocks (including ADRs) [ST]

Held in: Trust 4

Transaction date: Jun 4, 2025Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 4, 2025New

Disclosed 14 days after the trade. RMD closed at $249.94 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$249.69	−0.10%	$8 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$250.88	+0.38%	$30 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$256.41	+2.59%	$207 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$270.99	+8.42%	$674 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$245.50	−1.78%	$142 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.

ResMed Inc. Common StockRMD

Stocks (including ADRs) [ST]

Held in: Trust 5

Transaction date: Jun 4, 2025Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 4, 2025New

Disclosed 14 days after the trade. RMD closed at $249.94 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$249.69	−0.10%	$8 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$250.88	+0.38%	$30 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$256.41	+2.59%	$207 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$270.99	+8.42%	$674 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$245.50	−1.78%	$142 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.

ResMed Inc. Common StockRMD

Stocks (including ADRs) [ST]

Held in: Trust 2

Transaction date: Jun 4, 2025Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 4, 2025New

Disclosed 14 days after the trade. RMD closed at $249.94 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$249.69	−0.10%	$8 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$250.88	+0.38%	$30 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$256.41	+2.59%	$207 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$270.99	+8.42%	$674 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$245.50	−1.78%	$142 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.

ResMed Inc. Common StockRMD

Stocks (including ADRs) [ST]

Held in: Trust 3

Transaction date: Jun 4, 2025Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 4, 2025New

Disclosed 14 days after the trade. RMD closed at $249.94 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$249.69	−0.10%	$8 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$250.88	+0.38%	$30 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$256.41	+2.59%	$207 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$270.99	+8.42%	$674 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$245.50	−1.78%	$142 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.

United Parcel Service, Inc. Common StockUPS

Stocks (including ADRs) [ST]

Held in: Trust 2

Transaction date: Jun 4, 2025Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 4, 2025New

Disclosed 14 days after the trade. UPS closed at $98.55 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$96.87	−1.70%	$136 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$99.21	+0.67%	$54 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$100.85	+2.33%	$187 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$85.23	−13.5%	$1,081 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−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.

United Parcel Service, Inc. Common StockUPS

Stocks (including ADRs) [ST]

Held in: Trust 1

Transaction date: Jun 4, 2025Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 4, 2025New

Disclosed 14 days after the trade. UPS closed at $98.55 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$96.87	−1.70%	$136 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$99.21	+0.67%	$54 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$100.85	+2.33%	$187 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$85.23	−13.5%	$1,081 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−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.

United Parcel Service, Inc. Common StockUPS

Stocks (including ADRs) [ST]

Held in: Trust 5

Transaction date: Jun 4, 2025Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 4, 2025New

Disclosed 14 days after the trade. UPS closed at $98.55 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$96.87	−1.70%	$136 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$99.21	+0.67%	$54 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$100.85	+2.33%	$187 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$85.23	−13.5%	$1,081 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−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.

WEX Inc. common stockWEX

Stocks (including ADRs) [ST]

Held in: Trust 4

Transaction date: Jun 4, 2025Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 4, 2025New

Disclosed 14 days after the trade. WEX closed at $138.28 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$136.44	−1.33%	$106 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$139.21	+0.67%	$54 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$149.53	+8.14%	$651 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$169.12	+22.3%	$1,784 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$185.12	+33.9%	$2,710 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.

WEX Inc. common stockWEX

Stocks (including ADRs) [ST]

Held in: Trust 5

Transaction date: Jun 4, 2025Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 4, 2025New

Disclosed 14 days after the trade. WEX closed at $138.28 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$136.44	−1.33%	$106 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$139.21	+0.67%	$54 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$149.53	+8.14%	$651 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$169.12	+22.3%	$1,784 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$185.12	+33.9%	$2,710 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.

WEX Inc. common stockWEX

Stocks (including ADRs) [ST]

Held in: Trust 3

Transaction date: Jun 4, 2025Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 4, 2025New

Disclosed 14 days after the trade. WEX closed at $138.28 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$136.44	−1.33%	$106 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$139.21	+0.67%	$54 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$149.53	+8.14%	$651 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$169.12	+22.3%	$1,784 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$185.12	+33.9%	$2,710 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.

Zebra Technologies Corporation - Class A Common StockZBRA

Stocks (including ADRs) [ST]

Held in: Trust 3

Transaction date: Jun 4, 2025Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 4, 2025New

Disclosed 14 days after the trade. ZBRA closed at $291.03 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$291.24	+0.07%	$6 gain missed
Day of disclosureJun 18, 2025	Jun 18, 2025	$291.73	+0.24%	$19 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$317.11	+8.96%	$717 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$307.07	+5.51%	$441 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$384.08	+32.0%	$2,558 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.

Zebra Technologies Corporation - Class A Common StockZBRA

Stocks (including ADRs) [ST]

Held in: Trust 1

Transaction date: Jun 4, 2025Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 4, 2025New

Disclosed 14 days after the trade. ZBRA closed at $291.03 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$291.24	+0.07%	$6 gain missed
Day of disclosureJun 18, 2025	Jun 18, 2025	$291.73	+0.24%	$19 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$317.11	+8.96%	$717 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$307.07	+5.51%	$441 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$384.08	+32.0%	$2,558 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.

Zebra Technologies Corporation - Class A Common StockZBRA

Stocks (including ADRs) [ST]

Held in: Trust 2

Transaction date: Jun 4, 2025Filed 14 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Jun 4, 2025New

Disclosed 14 days after the trade. ZBRA closed at $291.03 on Jun 4, 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 tradeJun 5, 2025	Jun 5, 2025	$291.24	+0.07%	$23 gain missed
Day of disclosureJun 18, 2025	Jun 18, 2025	$291.73	+0.24%	$78 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$317.11	+8.96%	$2,913 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$307.07	+5.51%	$1,791 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$384.08	+32.0%	$10,391 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.

Zebra Technologies Corporation - Class A Common StockZBRA

Stocks (including ADRs) [ST]

Held in: Trust 4

Transaction date: Jun 4, 2025Filed 14 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 4, 2025New

Disclosed 14 days after the trade. ZBRA closed at $291.03 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$291.24	+0.07%	$6 gain missed
Day of disclosureJun 18, 2025	Jun 18, 2025	$291.73	+0.24%	$19 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$317.11	+8.96%	$717 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$307.07	+5.51%	$441 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$384.08	+32.0%	$2,558 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 1, 2025Amendment filed 78 days later

Member

CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15Government Securities and Agency Debt [GS]InterestHeld in: Trust 2

Purchase

$1,001 - $15,000

Notified May 6, 2025Deleted in this filing (ID 2000137338)

Jun 4, 2025Filed 14 days later

Member

Houlihan Lokey, Inc. Class A Common StockHLIStocks (including ADRs) [ST]Held in: Trust 5

Sale

$1,001 - $15,000

Notified Jun 4, 2025New

Disclosed 14 days after the trade. HLI closed at $174.02 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$174.90	+0.51%	$40 gain missed
Day of disclosureJun 18, 2025	Jun 18, 2025	$173.10	−0.53%	$42 loss avoided
30 days afterJul 7, 2025	Jul 7, 2025	$185.42	+6.55%	$524 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$196.24	+12.8%	$1,022 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$130.33	−25.1%	$2,009 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 1, 2025Amendment filed 78 days later

Member

MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16Government Securities and Agency Debt [GS]InterestHeld in: Trust 2

Purchase

$1,001 - $15,000

Notified May 6, 2025Deleted in this filing (ID 2000137339)

Jun 4, 2025Filed 14 days later

Member

Nike, Inc. Common StockNKEStocks (including ADRs) [ST]Held in: Trust 3

Sale

$1,001 - $15,000

Notified Jun 4, 2025New

Disclosed 14 days after the trade. NKE closed at $62.77 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$62.67	−0.16%	$13 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$59.51	−5.19%	$416 loss avoided
30 days afterJul 7, 2025	Jul 7, 2025	$76.53	+21.9%	$1,754 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$74.29	+18.4%	$1,468 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$37.88	−39.7%	$3,173 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 4, 2025Filed 14 days later

Member

Nike, Inc. Common StockNKEStocks (including ADRs) [ST]Held in: Trust 4

Sale

$1,001 - $15,000

Notified Jun 4, 2025New

Disclosed 14 days after the trade. NKE closed at $62.77 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$62.67	−0.16%	$13 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$59.51	−5.19%	$416 loss avoided
30 days afterJul 7, 2025	Jul 7, 2025	$76.53	+21.9%	$1,754 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$74.29	+18.4%	$1,468 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$37.88	−39.7%	$3,173 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 4, 2025Filed 14 days later

Member

ResMed Inc. Common StockRMDStocks (including ADRs) [ST]Held in: Trust 4

Sale

$1,001 - $15,000

Notified Jun 4, 2025New

Disclosed 14 days after the trade. RMD closed at $249.94 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$249.69	−0.10%	$8 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$250.88	+0.38%	$30 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$256.41	+2.59%	$207 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$270.99	+8.42%	$674 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$245.50	−1.78%	$142 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 4, 2025Filed 14 days later

Member

ResMed Inc. Common StockRMDStocks (including ADRs) [ST]Held in: Trust 5

Sale

$1,001 - $15,000

Notified Jun 4, 2025New

Disclosed 14 days after the trade. RMD closed at $249.94 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$249.69	−0.10%	$8 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$250.88	+0.38%	$30 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$256.41	+2.59%	$207 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$270.99	+8.42%	$674 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$245.50	−1.78%	$142 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 4, 2025Filed 14 days later

Member

ResMed Inc. Common StockRMDStocks (including ADRs) [ST]Held in: Trust 2

Sale

$1,001 - $15,000

Notified Jun 4, 2025New

Disclosed 14 days after the trade. RMD closed at $249.94 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$249.69	−0.10%	$8 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$250.88	+0.38%	$30 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$256.41	+2.59%	$207 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$270.99	+8.42%	$674 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$245.50	−1.78%	$142 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 4, 2025Filed 14 days later

Member

ResMed Inc. Common StockRMDStocks (including ADRs) [ST]Held in: Trust 3

Sale

$1,001 - $15,000

Notified Jun 4, 2025New

Disclosed 14 days after the trade. RMD closed at $249.94 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$249.69	−0.10%	$8 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$250.88	+0.38%	$30 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$256.41	+2.59%	$207 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$270.99	+8.42%	$674 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$245.50	−1.78%	$142 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 4, 2025Filed 14 days later

Member

United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]Held in: Trust 2

Sale

$1,001 - $15,000

Notified Jun 4, 2025New

Disclosed 14 days after the trade. UPS closed at $98.55 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$96.87	−1.70%	$136 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$99.21	+0.67%	$54 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$100.85	+2.33%	$187 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$85.23	−13.5%	$1,081 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−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 4, 2025Filed 14 days later

Member

United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]Held in: Trust 1

Sale

$1,001 - $15,000

Notified Jun 4, 2025New

Disclosed 14 days after the trade. UPS closed at $98.55 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$96.87	−1.70%	$136 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$99.21	+0.67%	$54 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$100.85	+2.33%	$187 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$85.23	−13.5%	$1,081 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−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 4, 2025Filed 14 days later

Member

United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]Held in: Trust 5

Sale

$1,001 - $15,000

Notified Jun 4, 2025New

Disclosed 14 days after the trade. UPS closed at $98.55 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$96.87	−1.70%	$136 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$99.21	+0.67%	$54 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$100.85	+2.33%	$187 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$85.23	−13.5%	$1,081 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−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 4, 2025Filed 14 days later

Member

WEX Inc. common stockWEXStocks (including ADRs) [ST]Held in: Trust 4

Sale

$1,001 - $15,000

Notified Jun 4, 2025New

Disclosed 14 days after the trade. WEX closed at $138.28 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$136.44	−1.33%	$106 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$139.21	+0.67%	$54 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$149.53	+8.14%	$651 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$169.12	+22.3%	$1,784 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$185.12	+33.9%	$2,710 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 4, 2025Filed 14 days later

Member

WEX Inc. common stockWEXStocks (including ADRs) [ST]Held in: Trust 5

Sale

$1,001 - $15,000

Notified Jun 4, 2025New

Disclosed 14 days after the trade. WEX closed at $138.28 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$136.44	−1.33%	$106 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$139.21	+0.67%	$54 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$149.53	+8.14%	$651 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$169.12	+22.3%	$1,784 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$185.12	+33.9%	$2,710 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 4, 2025Filed 14 days later

Member

WEX Inc. common stockWEXStocks (including ADRs) [ST]Held in: Trust 3

Sale

$1,001 - $15,000

Notified Jun 4, 2025New

Disclosed 14 days after the trade. WEX closed at $138.28 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$136.44	−1.33%	$106 loss avoided
Day of disclosureJun 18, 2025	Jun 18, 2025	$139.21	+0.67%	$54 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$149.53	+8.14%	$651 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$169.12	+22.3%	$1,784 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$185.12	+33.9%	$2,710 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 4, 2025Filed 14 days later

Member

Zebra Technologies Corporation - Class A Common StockZBRAStocks (including ADRs) [ST]Held in: Trust 3

Sale

$1,001 - $15,000

Notified Jun 4, 2025New

Disclosed 14 days after the trade. ZBRA closed at $291.03 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$291.24	+0.07%	$6 gain missed
Day of disclosureJun 18, 2025	Jun 18, 2025	$291.73	+0.24%	$19 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$317.11	+8.96%	$717 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$307.07	+5.51%	$441 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$384.08	+32.0%	$2,558 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 4, 2025Filed 14 days later

Member

Zebra Technologies Corporation - Class A Common StockZBRAStocks (including ADRs) [ST]Held in: Trust 1

Sale

$1,001 - $15,000

Notified Jun 4, 2025New

Disclosed 14 days after the trade. ZBRA closed at $291.03 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$291.24	+0.07%	$6 gain missed
Day of disclosureJun 18, 2025	Jun 18, 2025	$291.73	+0.24%	$19 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$317.11	+8.96%	$717 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$307.07	+5.51%	$441 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$384.08	+32.0%	$2,558 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 4, 2025Filed 14 days later

Member

Zebra Technologies Corporation - Class A Common StockZBRAStocks (including ADRs) [ST]Held in: Trust 2

Sale

$15,001 - $50,000

Notified Jun 4, 2025New

Disclosed 14 days after the trade. ZBRA closed at $291.03 on Jun 4, 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 tradeJun 5, 2025	Jun 5, 2025	$291.24	+0.07%	$23 gain missed
Day of disclosureJun 18, 2025	Jun 18, 2025	$291.73	+0.24%	$78 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$317.11	+8.96%	$2,913 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$307.07	+5.51%	$1,791 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$384.08	+32.0%	$10,391 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 4, 2025Filed 14 days later

Member

Zebra Technologies Corporation - Class A Common StockZBRAStocks (including ADRs) [ST]Held in: Trust 4

Sale

$1,001 - $15,000

Notified Jun 4, 2025New

Disclosed 14 days after the trade. ZBRA closed at $291.03 on Jun 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 5, 2025	Jun 5, 2025	$291.24	+0.07%	$6 gain missed
Day of disclosureJun 18, 2025	Jun 18, 2025	$291.73	+0.24%	$19 gain missed
30 days afterJul 7, 2025	Jul 7, 2025	$317.11	+8.96%	$717 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$307.07	+5.51%	$441 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$384.08	+32.0%	$2,558 gain missed

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

Jul 25, 2025Filed 9 days later	Member	Kwikbit IncOwnership Interest (Holding Investments) [OI]Communications technology and serviceHeld in: Investment Fund 1	Purchase	$50,001 - $100,000	Notified Jul 25, 2025New	No ticker reported
Jul 25, 2025Filed 9 days later	Member	MM Fox LPOwnership Interest (Holding Investments) [OI]B2B softwareHeld in: Investment Fund 1	Purchase	$15,001 - $50,000	Notified Jul 25, 2025New	No ticker reported