| | 84 | Sell | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | -10.3% | |
| | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +41.0% | |
|  Alexandria Real Estate Equities Inc | 84 | Sell | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +13.7% | |
| | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | -1.4% | |
| | 84 | Sell | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | -2.0% | |
|  Constellation Brands Inc Class A | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +1.3% | |
| | 84 | Sell | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +41.6% | |
|  Mitsubishi UFJ Financial Group Inc | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +51.1% | |
| | 92 | Sell | Child | $1K - $15K | 19 DEC 2025 | 6 JAN 2026 +18d delay | +4.4% | |
| | 84 | Sell | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | -18.0% | |
| T— Teays Valley OH 5.00% 12/1/2033 [GS] | — | Buy | Joint | $100K - $250K | 18 DEC 2025 | 2 JAN 2026 +15d delay | — | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +18.8% | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +30.3% | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +6.6% | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +17.1% | |
|  Verizon Communications Inc | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +28.4% | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +45.1% | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +3.5% | |
|  Applied Industrial Technologies | — | Sell | Spouse | $15K - $50K | 18 DEC 2025 | 13 JAN 2026 +26d delay | +29.8% | |
| K— King CNTY Wash Ltd 4.00% 12/1/32 [GS] | — | Sell | Joint | $15K - $50K | 18 DEC 2025 | 2 JAN 2026 +15d delay | — | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | -4.2% | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +1.7% | |
| | — | Sell | Spouse | $15K - $50K | 18 DEC 2025 | 13 JAN 2026 +26d delay | +15.4% | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | -7.9% | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +182.6% | |