| | — | Buy | Self | $15K - $50K | 12 NOV 2025 | 13 NOV 2025 +1d delay | +15.2% | |
| | 84 | Buy | Self | $1K - $15K | 12 NOV 2025 | 15 DEC 2025 +33d delay | +69.9% | |
| | — | Buy | Spouse | $100K - $250K | 12 NOV 2025 | 11 DEC 2025 +29d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 12 NOV 2025 | 15 DEC 2025 +33d delay | -18.5% | |
|  Jack Henry & Associates Inc | 84 | Buy | Self | $1K - $15K | 12 NOV 2025 | 15 DEC 2025 +33d delay | +5.1% | |
| | 84 | Buy | Self | $1K - $15K | 12 NOV 2025 | 15 DEC 2025 +33d delay | +19.2% | |
|  UnitedHealth Group Incorporated | 84 | Sell | Self | $1K - $15K | 12 NOV 2025 | 15 DEC 2025 +33d delay | +18.7% | |
| | 84 | Buy | Self | $1K - $15K | 12 NOV 2025 | 15 DEC 2025 +33d delay | +18.7% | |
| | 84 | Sell | Self | $1K - $15K | 12 NOV 2025 | 15 DEC 2025 +33d delay | +1.5% | |
| | 84 | Sell | Self | $1K - $15K | 12 NOV 2025 | 15 DEC 2025 +33d delay | +6.1% | |
|  Adobe Systems Incorporated | 92 | Buy | Child | $1K - $15K | 12 NOV 2025 | 8 DEC 2025 +26d delay | -18.7% | |
| | 84 | Buy | Self | $1K - $15K | 12 NOV 2025 | 15 DEC 2025 +33d delay | -3.2% | |
|  Automatic Data Processing Inc | — | Buy | Self | $15K - $50K | 12 NOV 2025 | 13 NOV 2025 +1d delay | +12.7% | |
|  WaterBridge Infrastructure LLC | 84 | Buy | Self | $50K - $100K | 12 NOV 2025 | 15 DEC 2025 +33d delay | +25.1% | |
| | 84 | Sell | Self | $1K - $15K | 12 NOV 2025 | 15 DEC 2025 +33d delay | +4.4% | |
| | 84 | Sell | Self | $1K - $15K | 12 NOV 2025 | 15 DEC 2025 +33d delay | +4.1% | |
| | 92 | Sell | Child | $1K - $15K | 12 NOV 2025 | 8 DEC 2025 +26d delay | +20.0% | |
|  International Business Machines | 84 | Buy | Self | $1K - $15K | 12 NOV 2025 | 15 DEC 2025 +33d delay | -24.7% | |
| | 84 | Sell | Self | $1K - $15K | 12 NOV 2025 | 15 DEC 2025 +33d delay | +8.0% | |
| | 84 | Buy | Self | $1K - $15K | 12 NOV 2025 | 15 DEC 2025 +33d delay | -1.9% | |
|  Bristol-Myers Squibb Company | 84 | Buy | Self | $1K - $15K | 12 NOV 2025 | 15 DEC 2025 +33d delay | +41.5% | |
| | 84 | Sell | Self | $1K - $15K | 12 NOV 2025 | 15 DEC 2025 +33d delay | +41.6% | |
| B— BERKSHIRE HATHAWAY INC. CLASS B | 92 | Sell | Spouse | $1K - $15K | 12 NOV 2025 | 8 DEC 2025 +26d delay | — | |
|  Hyster-Yale Materials Handling Inc | 99 | Buy | Self | $50K - $100K | 12 NOV 2025 | 2 DEC 2025 +20d delay | +20.8% | |
| | 84 | Buy | Self | $1K - $15K | 12 NOV 2025 | 15 DEC 2025 +33d delay | -30.8% | |