| | 92 | Sell | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | +5.1% | |
|  FactSet Research Systems Inc | 92 | Buy | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | +2.3% | |
| | 92 | Sell | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | -6.9% | |
| | 97 | Buy | Spouse | $1K - $15K | 12 DEC 2025 | 15 JAN 2026 +34d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | +3.1% | |
| | 92 | Sell | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | -34.3% | |
|  Colgate-Palmolive Company | 92 | Sell | Spouse | $15K - $50K | 12 DEC 2025 | 6 JAN 2026 +25d delay | +18.0% | |
|  Kimberly-Clark Corporation | 92 | Buy | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | +9.0% | |
| O— OHIO ST GO 5% 09/15/26 (MS) | 92 | Buy | Child | $15K - $50K | 12 DEC 2025 | 6 JAN 2026 +25d delay | — | |
| | 92 | Sell | Spouse | $15K - $50K | 12 DEC 2025 | 6 JAN 2026 +25d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | -5.3% | |
| | 92 | Sell | Spouse | $15K - $50K | 12 DEC 2025 | 6 JAN 2026 +25d delay | -31.4% | |
| | 92 | Buy | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | -4.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | -42.3% | |
| | 92 | Sell | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | -18.1% | |
| | 92 | Buy | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | +33.2% | |
| | 92 | Sell | Spouse | $15K - $50K | 12 DEC 2025 | 6 JAN 2026 +25d delay | +8.8% | |
| | 43 | Sell | Spouse | $15K - $50K | 12 DEC 2025 | 7 JAN 2026 +26d delay | +131.4% | |
| A— AON PUBLIC LIMITED COMPANY CMN CLASS A | 92 | Sell | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | +0.3% | |
| | 91 | Sell | Joint | $15K - $50K | 12 DEC 2025 | 14 JAN 2026 +33d delay | — | |
| P— PNC FINANCIAL SERVICES GROUP, HYBRID PERPETUAL (USD) | 92 | Buy | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | +2.1% | |
|  Air Products and Chemicals Inc | 92 | Sell | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | +26.7% | |
|  Church & Dwight Company Inc | 92 | Buy | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | +22.0% | |