|  FactSet Research Systems Inc | 87 | Buy | Spouse | $1K - $15K | 6 OCT 2025 | 6 NOV 2025 +31d delay | -3.0% | |
| | 57 | Sell | Joint | $1K - $15K | 6 OCT 2025 | 14 NOV 2025 +39d delay | -4.2% | |
| | 10 | Sell | Self | $15K - $50K | 6 OCT 2025 | 16 NOV 2025 +41d delay | +8.6% | |
| | 14 | Buy | Self | $1K - $15K | 6 OCT 2025 | 16 OCT 2025 +10d delay | +3.6% | |
|  American Electric Power Co Inc | 14 | Buy | Self | $1K - $15K | 6 OCT 2025 | 16 OCT 2025 +10d delay | +9.2% | |
| | 36 | Buy | Joint | $15K - $50K | 6 OCT 2025 | 10 NOV 2025 +35d delay | -23.0% | |
| | 57 | Sell | Joint | $1K - $15K | 6 OCT 2025 | 14 NOV 2025 +39d delay | -10.7% | |
| | 10 | Sell | Self | $15K - $50K | 6 OCT 2025 | 16 NOV 2025 +41d delay | +256.7% | |
|  Colgate-Palmolive Company | 14 | Sell | Self | $1K - $15K | 6 OCT 2025 | 16 OCT 2025 +10d delay | +15.7% | |
| | — | Buy | Spouse | $15K - $50K | 6 OCT 2025 | 14 NOV 2025 +39d delay | — | |
| C— COMERICA INCORPORATED PFD 6.8750 SERIES B (BEO) | 87 | Buy | Spouse | $1K - $15K | 6 OCT 2025 | 6 NOV 2025 +31d delay | — | |
| H— HUNTINGTON BANCSHARES INCORPOR HYBRID PERPETUAL | 87 | Buy | Spouse | $1K - $15K | 6 OCT 2025 | 6 NOV 2025 +31d delay | — | |
| | 57 | Sell | Joint | $1K - $15K | 6 OCT 2025 | 14 NOV 2025 +39d delay | +7.7% | |
|  Old Dominion Freight Line Inc | 14 | Sell | Self | $1K - $15K | 6 OCT 2025 | 16 OCT 2025 +10d delay | +26.8% | |
| U— UNIVERSITY CINCINNATI OHIO GEN REV 5% 06/01/26 (JD) | 87 | Buy | Child | $15K - $50K | 6 OCT 2025 | 6 NOV 2025 +31d delay | — | |
| | 14 | Buy | Self | $1K - $15K | 6 OCT 2025 | 16 OCT 2025 +10d delay | -21.5% | |
| | 21 | Sell | Self | $1K - $15K | 6 OCT 2025 | 7 AUG 2026 +305d delay | +53.4% | |
|  FactSet Research Systems Inc | 87 | Buy | Child | $1K - $15K | 6 OCT 2025 | 6 NOV 2025 +31d delay | -3.0% | |
| | 57 | Sell | Joint | $1K - $15K | 6 OCT 2025 | 14 NOV 2025 +39d delay | — | |
| | 69 | Sell | Joint | $1K - $15K | 3 OCT 2025 | 15 NOV 2025 +43d delay | +32.1% | |
| C— Chula Vista, CA Elementary School Bonds [GS] | 82 | Sell | Self | $250K - $500K | 3 OCT 2025 | 18 NOV 2025 +46d delay | — | |
| | 82 | Buy | Self | $1K - $15K | 3 OCT 2025 | 18 NOV 2025 +46d delay | -60.7% | |
| | 87 | Buy | Child | $1K - $15K | 3 OCT 2025 | 6 NOV 2025 +34d delay | -6.4% | |
| | 57 | Sell | Joint | $1K - $15K | 3 OCT 2025 | 5 AUG 2026 +306d delay | -12.8% | |
| | 87 | Sell | Child | $1K - $15K | 3 OCT 2025 | 6 NOV 2025 +34d delay | +420.8% | |