| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +18.9% | |
| | 92 | Buy | Spouse | $15K - $50K | 23 MAR 2026 | 7 APR 2026 +15d delay | +7.0% | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +28.3% | |
|  American International Group Inc | 92 | Buy | Spouse | $15K - $50K | 23 MAR 2026 | 7 APR 2026 +15d delay | +1.7% | |
| | 87 | Sell | Child | $1K - $15K | 23 MAR 2026 | 30 APR 2026 +38d delay | -5.8% | |
| | 92 | Sell | Spouse | $15K - $50K | 23 MAR 2026 | 7 APR 2026 +15d delay | +20.0% | |
|  Charter Communications Inc | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | -28.4% | |
| | 92 | Sell | Spouse | $15K - $50K | 23 MAR 2026 | 7 APR 2026 +15d delay | -0.3% | |
| | 92 | Buy | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +40.6% | |
|  Alexandria Real Estate Equities Inc | 97 | Buy | Spouse | $100K - $250K | 23 MAR 2026 | 8 APR 2026 +16d delay | +11.6% | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | -21.9% | |
| | 87 | Sell | Child | $1K - $15K | 23 MAR 2026 | 30 APR 2026 +38d delay | +6.8% | |
| | 87 | Sell | Self | $15K - $50K | 23 MAR 2026 | 30 APR 2026 +38d delay | -5.9% | |
|  UnitedHealth Group Incorporated | 92 | Buy | Spouse | $15K - $50K | 23 MAR 2026 | 7 APR 2026 +15d delay | +47.1% | |
| | 92 | Buy | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +22.3% | |
| S— SMURFIT WESTROCK PUBLIC LIMITE (CMN) | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +13.4% | |
|  General Dynamics Corporation | 87 | Buy | Child | $1K - $15K | 23 MAR 2026 | 30 APR 2026 +38d delay | +8.9% | |
|  FactSet Research Systems Inc | 92 | Buy | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +42.7% | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | -28.0% | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | — | |
| E— ERIE INDEMNITY COMPANY CL A CMN CLASS A | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +13.3% | |
| | 92 | Buy | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +10.9% | |
|  Becton Dickinson and Company | 92 | Buy | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +21.5% | |