| | 87 | Sell | Spouse | $1K - $15K | 25 SEP 2025 | 23 OCT 2025 +28d delay | +15.9% | |
|  Molson Coors Brewing Co Class B | 57 | Sell | Joint | $1K - $15K | 25 SEP 2025 | 7 OCT 2025 +12d delay | -10.5% | |
| | 87 | Buy | Spouse | $1K - $15K | 25 SEP 2025 | 22 OCT 2025 +27d delay | -22.1% | |
| | 87 | Sell | Spouse | $1K - $15K | 25 SEP 2025 | 23 OCT 2025 +28d delay | +15.7% | |
| | 87 | Sell | Spouse | $1K - $15K | 25 SEP 2025 | 22 OCT 2025 +27d delay | +47.4% | |
|  Freeport-McMoran Copper & Gold Inc | 87 | Sell | Spouse | $1K - $15K | 25 SEP 2025 | 23 OCT 2025 +28d delay | +117.5% | |
| | 87 | Sell | Spouse | $1K - $15K | 25 SEP 2025 | 23 OCT 2025 +28d delay | -11.9% | |
| | 87 | Buy | Spouse | $1K - $15K | 25 SEP 2025 | 23 OCT 2025 +28d delay | -61.9% | |
| | 87 | Buy | Spouse | $1K - $15K | 25 SEP 2025 | 22 OCT 2025 +27d delay | +12.5% | |
| | 87 | Buy | Spouse | $1K - $15K | 25 SEP 2025 | 22 OCT 2025 +27d delay | -15.0% | |
| | 87 | Sell | Spouse | $1K - $15K | 25 SEP 2025 | 23 OCT 2025 +28d delay | -2.7% | |
| | 87 | Buy | Spouse | $1K - $15K | 25 SEP 2025 | 22 OCT 2025 +27d delay | +83.1% | |
|  Beacon Financial Corporation | 87 | Sell | Spouse | $1K - $15K | 25 SEP 2025 | 23 OCT 2025 +28d delay | +32.9% | |
|  Alliance Resource Partners LP | 58 | Sell | Self | $1K - $15K | 25 SEP 2025 | 6 OCT 2025 +11d delay | +19.5% | |
| | 90 | Sell | Child | $1K - $15K | 25 SEP 2025 | 3 OCT 2025 +8d delay | — | |
| | 87 | Sell | Spouse | $1K - $15K | 25 SEP 2025 | 22 OCT 2025 +27d delay | -0.1% | |
|  Intercontinental Exchange Inc | 79 | Buy | Self | $1K - $15K | 25 SEP 2025 | 14 OCT 2025 +19d delay | -5.9% | |
| | 87 | Buy | Spouse | $1K - $15K | 25 SEP 2025 | 23 OCT 2025 +28d delay | -22.1% | |
| | 87 | Buy | Spouse | $1K - $15K | 25 SEP 2025 | 22 OCT 2025 +27d delay | +59.8% | |
| H— HYBRID CHARLES SCHWAB CORPORATION | 90 | Sell | Spouse | $1K - $15K | 25 SEP 2025 | 3 OCT 2025 +8d delay | — | |
| A— Allocate Alpha Fund II LP [OT] | — | Buy | Spouse | $15K - $50K | 24 SEP 2025 | 17 OCT 2025 +23d delay | — | |
| P— PUT/XSP @ 629 EXP 09/24/2025 | 90 | Sell | Spouse | $15K - $50K | 24 SEP 2025 | 3 OCT 2025 +9d delay | — | |
| SINDPT SAN ANTONIO TEX (INDPT) | 64 | Sell | Spouse | $50K - $100K | 24 SEP 2025 | 10 OCT 2025 +16d delay | — | |
|  Axa Equitable Holdings Inc | 64 | Sell | Spouse | $50K - $100K | 24 SEP 2025 | 10 OCT 2025 +16d delay | +1.1% | |
|  UnitedHealth Group Incorporated | — | Buy | Joint | $15K - $50K | 24 SEP 2025 | 1 OCT 2025 +7d delay | +13.4% | |