| | 82 | Buy | Self | $1K - $15K | 7 OCT 2025 | 18 NOV 2025 +42d delay | -9.5% | |
|  International Flavors & Fragrances Inc | 87 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +38.7% | |
|  Edwards Lifesciences Corp | 87 | Sell | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +10.0% | |
| J— JPMORGAN CHASE & CO (CMN) | 87 | Sell | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | — | |
| | 87 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | -0.5% | |
| | 87 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | -30.7% | |
| | 87 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +1.8% | |
| | 87 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | -3.0% | |
|  Marsh & McLennan Companies, Inc. | 87 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | -13.2% | |
|  Palantir Technologies Inc. | 87 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | -8.2% | |
| | 27 | Sell | Joint | $15K - $50K | 7 OCT 2025 | 5 AUG 2026 +302d delay | -4.8% | |
| | 87 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +11.2% | |
| | 87 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | -11.2% | |
|  Cognizant Technology Solutions Corp Class A | 87 | Sell | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | -10.2% | |
| | 82 | Sell | Self | $1K - $15K | 7 OCT 2025 | 18 NOV 2025 +42d delay | -35.0% | |
| | 87 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +13.2% | |
|  Verizon Communications Inc | 87 | Sell | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +28.4% | |
| D— DOLLAR TREE STORES, INC. (CMN) | 87 | Sell | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | — | |
| | 87 | Sell | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +176.9% | |
|  Philip Morris International Inc | 87 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +25.9% | |
| | 87 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +26.1% | |
| | 87 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | — | |
|  Charter Communications Inc | 87 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | -47.3% | |
| | 87 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +42.0% | |
| | 87 | Sell | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | -3.4% | |