| | 13 | Buy | Self | $15K - $50K | 8 MAY 2026 | 2 JUN 2026 +25d delay | — | |
| | — | Sell | Spouse | $100K - $250K | 7 MAY 2026 | 10 MAY 2026 +3d delay | -10.8% | |
| | 97 | Sell | Spouse | $1K - $15K | 7 MAY 2026 | 10 JUN 2026 +34d delay | -8.3% | |
|  InterContinental Hotels Group PLC ADR | 99 | Buy | Self | $1K - $15K | 7 MAY 2026 | 19 MAY 2026 +12d delay | +11.4% | |
|  LPL Financial Holdings Inc | 84 | Buy | Self | $1K - $15K | 7 MAY 2026 | 8 JUN 2026 +32d delay | +17.0% | |
| | 8 | Sell | Child | $1K - $15K | 7 MAY 2026 | 5 JUN 2026 +29d delay | -28.0% | |
|  Service Corporation International | 8 | Sell | Child | $1K - $15K | 7 MAY 2026 | 5 JUN 2026 +29d delay | +7.6% | |
| W— Westminster CA IMPT SCH [GS] | — | Buy | Spouse | $50K - $100K | 7 MAY 2026 | 19 JUN 2026 +43d delay | — | |
| | 84 | Sell | Self | $15K - $50K | 7 MAY 2026 | 8 JUN 2026 +32d delay | -17.9% | |
| | 97 | Sell | Spouse | $1K - $15K | 7 MAY 2026 | 10 JUN 2026 +34d delay | +46.4% | |
| | 36 | Sell | Self | $15K - $50K | 7 MAY 2026 | 2 JUN 2026 +26d delay | -25.6% | |
| M— MASTERCARD INCORPORATED CL A | 97 | Buy | Spouse | $1K - $15K | 7 MAY 2026 | 10 JUN 2026 +34d delay | — | |
|  Sensata Technologies Holding NV | 84 | Buy | Self | $1K - $15K | 7 MAY 2026 | 8 JUN 2026 +32d delay | -4.6% | |
| | 8 | Buy | Child | $1K - $15K | 7 MAY 2026 | 5 JUN 2026 +29d delay | -28.6% | |
| | 8 | Buy | Child | $1K - $15K | 7 MAY 2026 | 5 JUN 2026 +29d delay | -6.0% | |
| | 97 | Sell | Spouse | $1K - $15K | 7 MAY 2026 | 10 JUN 2026 +34d delay | -3.7% | |
|  Transdigm Group Incorporated | 8 | Buy | Child | $1K - $15K | 7 MAY 2026 | 5 JUN 2026 +29d delay | -4.0% | |
|  Thermo Fisher Scientific Inc | 70 | Sell | Self | $1K - $15K | 7 MAY 2026 | 15 MAY 2026 +8d delay | +32.4% | |
| | 47 | Buy | Joint | $1K - $15K | 7 MAY 2026 | 3 JUN 2026 +27d delay | +10.5% | |
| | 84 | Sell | Self | $1K - $15K | 7 MAY 2026 | 8 JUN 2026 +32d delay | +2.9% | |
|  Bristol-Myers Squibb Company | — | Sell | Spouse | $15K - $50K | 7 MAY 2026 | 11 JUN 2026 +35d delay | +20.7% | |
| | 97 | Buy | Spouse | $1K - $15K | 7 MAY 2026 | 10 JUN 2026 +34d delay | -9.7% | |
| TADS TAIWAN SEMICONDUCTOR MANUFACTURING SPON (ADS) | 97 | Sell | Spouse | $1K - $15K | 7 MAY 2026 | 10 JUN 2026 +34d delay | — | |
| T— Torch Capital III LP [OT] | — | Buy | Spouse | $15K - $50K | 7 MAY 2026 | 19 JUN 2026 +43d delay | — | |
| | 97 | Sell | Spouse | $1K - $15K | 7 MAY 2026 | 10 JUN 2026 +34d delay | — | |