| | 97 | Buy | Spouse | $1K - $15K | 16 MAR 2026 | 8 APR 2026 +23d delay | — | |
|  Progress Software Corporation | 13 | Sell | Joint | $50K - $100K | 16 MAR 2026 | 3 APR 2026 +18d delay | +28.8% | |
| | — | Sell | Self | $1K - $15K | 16 MAR 2026 | 31 MAR 2026 +15d delay | +37.1% | |
|  Palantir Technologies Inc. | 84 | Buy | Self | $1K - $15K | 16 MAR 2026 | 7 APR 2026 +22d delay | +13.1% | |
| | — | Sell | Self | $1K - $15K | 16 MAR 2026 | 31 MAR 2026 +15d delay | +23.3% | |
| | — | Sell | Self | $1K - $15K | 16 MAR 2026 | 31 MAR 2026 +15d delay | +18.5% | |
| P— PUT (MSFT) MICROSOFT CORP MAR 19 27 $340 (100 SHS) | 92 | Sell | Spouse | $1K - $15K | 16 MAR 2026 | 7 APR 2026 +22d delay | — | |
| P— PUT (AVGO) BROADCOM INC COM MAR 19 27 $280 (100 SHS) | 92 | Sell | Spouse | $1K - $15K | 16 MAR 2026 | 7 APR 2026 +22d delay | — | |
| | 13 | Sell | Joint | $250K - $500K | 16 MAR 2026 | 3 APR 2026 +18d delay | -5.4% | |
| J— JACKSONVILLE FLA TRANS (REV) | 97 | Buy | Spouse | $100K - $250K | 16 MAR 2026 | 8 APR 2026 +23d delay | — | |
| | 13 | Sell | Joint | $50K - $100K | 16 MAR 2026 | 3 APR 2026 +18d delay | +57.3% | |
| BBRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | 84 | Sell | Self | $1K - $15K | 16 MAR 2026 | 7 APR 2026 +22d delay | — | |
| M— METROPOLITAN GOVT NA DAVIDSON CNTY TENN HEALTH & ED L FACS BRD 3.750% 03/15/28 B [GS] | — | Sell | Self | $1K - $15K | 16 MAR 2026 | 28 APR 2026 +43d delay | — | |
| L— LOS ANGELES CALIF DEPT ARPTS (REV) | 97 | Buy | Spouse | $50K - $100K | 16 MAR 2026 | 8 APR 2026 +23d delay | — | |
| | — | Sell | Self | $1K - $15K | 16 MAR 2026 | 31 MAR 2026 +15d delay | +22.7% | |
| A— Albany Rd Strategic Opp Fund (LLC) | 97 | Buy | Spouse | $15K - $50K | 16 MAR 2026 | 8 APR 2026 +23d delay | — | |
| P— PUT (AVGO) BROADCOM INC COM SEP 18 26 $280 (100 SHS) | 92 | Sell | Child | $1K - $15K | 16 MAR 2026 | 7 APR 2026 +22d delay | — | |
| P— PUT (MSFT) MICROSOFT CORP SEP 18 26 $340 (100 SHS) | 92 | Sell | Child | $1K - $15K | 16 MAR 2026 | 7 APR 2026 +22d delay | — | |
| | 94 | Buy | Self | $1K - $15K | 16 MAR 2026 | 7 APR 2026 +22d delay | +12.8% | |
| B— BANK OF MONTREAL LNKD TO VANECK GOLD MINERS (ETF) | 92 | Buy | Child | $100K - $250K | 16 MAR 2026 | 7 APR 2026 +22d delay | — | |
| P— PUT (PLTR) PALANTIR MAR 19 27 $130 (100 SHS) | 92 | Sell | Spouse | $1K - $15K | 16 MAR 2026 | 7 APR 2026 +22d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 16 MAR 2026 | 7 APR 2026 +22d delay | -4.2% | |
| | 8 | Buy | Child | $1K - $15K | 16 MAR 2026 | 6 APR 2026 +21d delay | -26.9% | |
| | 8 | Buy | Child | $1K - $15K | 16 MAR 2026 | 6 APR 2026 +21d delay | +7.9% | |
|  Transdigm Group Incorporated | 84 | Buy | Self | $1K - $15K | 16 MAR 2026 | 7 APR 2026 +22d delay | -4.4% | |