| | 60 | Sell | Joint | $1K - $15K | 23 SEP 2025 | 5 AUG 2026 +316d delay | +20.9% | |
| | 66 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | -0.9% | |
| | 66 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | +54.6% | |
| | 66 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | +16.3% | |
| | 60 | Sell | Joint | $1K - $15K | 23 SEP 2025 | 5 AUG 2026 +316d delay | -1.5% | |
| | 66 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | +4.2% | |
| | 66 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | +0.7% | |
| BBF.B Brown Forman Inc Class B Common Stock (BF.B) [ST] | 66 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | — | |
| | 66 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | -0.7% | |
| | 66 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | -16.9% | |
|  LVMH Moet Hennessy Louis Vuitton SA ADR | 66 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | -17.0% | |
| | 66 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | +58.6% | |
| | 66 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | -82.7% | |
| | 66 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | +0.2% | |
| | 64 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | -18.2% | |
|  LyondellBasell Industries NV | 60 | Buy | Joint | $1K - $15K | 23 SEP 2025 | 5 AUG 2026 +316d delay | +32.7% | |
|  DaVita HealthCare Partners Inc | 60 | Sell | Joint | $1K - $15K | 23 SEP 2025 | 5 AUG 2026 +316d delay | +38.5% | |
| | 66 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | +46.5% | |
| | 60 | Buy | Joint | $1K - $15K | 23 SEP 2025 | 5 AUG 2026 +316d delay | -2.7% | |
| | 60 | Sell | Joint | $1K - $15K | 23 SEP 2025 | 5 AUG 2026 +316d delay | +31.1% | |
| | 66 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | -3.7% | |
| | 66 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | +5.8% | |
| | 66 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | +8.3% | |
| | 66 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | -44.9% | |
|  Westinghouse Air Brake Technologies Corp | — | Sell | Self | $15K - $50K | 23 SEP 2025 | 1 OCT 2025 +8d delay | +45.9% | |