| P— POWELL OHIO GO 4% 12/01/26 (JD) | 92 | Buy | Child | $1K - $15K | 8 DEC 2025 | 6 JAN 2026 +29d delay | — | |
|  Air Products and Chemicals Inc | 47 | Sell | Joint | $15K - $50K | 8 DEC 2025 | 14 JAN 2026 +37d delay | +30.5% | |
| | 30 | Sell | Joint | $50K - $100K | 8 DEC 2025 | 8 JAN 2026 +31d delay | -15.0% | |
| M— MCCORMICK & CO NON VTG SHRS CMN CLASS N | 92 | Buy | Child | $1K - $15K | 5 DEC 2025 | 6 JAN 2026 +32d delay | — | |
| P— PUT/XSP @ 655 EXP 02/20/2026 | 92 | Sell | Spouse | $1K - $15K | 5 DEC 2025 | 6 JAN 2026 +32d delay | — | |
|  Intercontinental Exchange Inc | 92 | Buy | Child | $1K - $15K | 5 DEC 2025 | 6 JAN 2026 +32d delay | +3.1% | |
| | 92 | Sell | Child | $1K - $15K | 5 DEC 2025 | 6 JAN 2026 +32d delay | +35.4% | |
| B— BERKSHIRE HATHAWAY INC. CLASS B | 92 | Buy | Child | $15K - $50K | 5 DEC 2025 | 6 JAN 2026 +32d delay | — | |
| | 92 | Buy | Child | $15K - $50K | 5 DEC 2025 | 6 JAN 2026 +32d delay | -55.1% | |
| | 92 | Buy | Child | $1K - $15K | 5 DEC 2025 | 6 JAN 2026 +32d delay | — | |
| | 8 | Buy | Child | $1K - $15K | 5 DEC 2025 | 5 JAN 2026 +31d delay | +17.6% | |
| | 92 | Sell | Child | $1K - $15K | 5 DEC 2025 | 6 JAN 2026 +32d delay | +12.4% | |
|  Adobe Systems Incorporated | 92 | Buy | Child | $1K - $15K | 5 DEC 2025 | 6 JAN 2026 +32d delay | -20.9% | |
| | 92 | Buy | Child | $1K - $15K | 5 DEC 2025 | 6 JAN 2026 +32d delay | +16.9% | |
| | 92 | Sell | Child | $1K - $15K | 5 DEC 2025 | 6 JAN 2026 +32d delay | — | |
| | 8 | Sell | Child | $1K - $15K | 5 DEC 2025 | 5 JAN 2026 +31d delay | -1.8% | |
| | 92 | Buy | Child | $1K - $15K | 5 DEC 2025 | 6 JAN 2026 +32d delay | +10.2% | |
| | 92 | Buy | Child | $1K - $15K | 5 DEC 2025 | 6 JAN 2026 +32d delay | +6.0% | |
| | 92 | Sell | Child | $1K - $15K | 5 DEC 2025 | 6 JAN 2026 +32d delay | +5.6% | |
|  FactSet Research Systems Inc | 92 | Buy | Child | $1K - $15K | 5 DEC 2025 | 6 JAN 2026 +32d delay | +2.9% | |
| | 92 | Buy | Child | $1K - $15K | 5 DEC 2025 | 6 JAN 2026 +32d delay | -20.9% | |
| | 92 | Sell | Child | $1K - $15K | 5 DEC 2025 | 6 JAN 2026 +32d delay | +18.3% | |
| E— ERIE INDEMNITY COMPANY CL-A CMN CLASS A | 92 | Buy | Child | $1K - $15K | 5 DEC 2025 | 6 JAN 2026 +32d delay | — | |
| C— COMCAST CORP NEW NOTE CALL MAKE WHOLE 4.25000% 10/15/2030 [CS] | 14 | Sell | Self | $1K - $15K | 5 DEC 2025 | 16 DEC 2025 +11d delay | — | |
|  Chipotle Mexican Grill Inc | 92 | Buy | Child | $1K - $15K | 5 DEC 2025 | 6 JAN 2026 +32d delay | +10.3% | |