| | 92 | Sell | Spouse | $1K - $15K | 10 NOV 2025 | 8 DEC 2025 +28d delay | +11.4% | |
| | 92 | Sell | Spouse | $1K - $15K | 10 NOV 2025 | 8 DEC 2025 +28d delay | +3.5% | |
|  Mid-America Apartment Communities Inc | 92 | Buy | Spouse | $15K - $50K | 10 NOV 2025 | 8 DEC 2025 +28d delay | +4.3% | |
| | 92 | Buy | Spouse | $1K - $15K | 10 NOV 2025 | 8 DEC 2025 +28d delay | +31.8% | |
| | 92 | Buy | Spouse | $1K - $15K | 10 NOV 2025 | 8 DEC 2025 +28d delay | -17.8% | |
| | 92 | Sell | Spouse | $1K - $15K | 10 NOV 2025 | 8 DEC 2025 +28d delay | +7.6% | |
| | 92 | Buy | Spouse | $1K - $15K | 10 NOV 2025 | 8 DEC 2025 +28d delay | +3.0% | |
| A— APOLLO GLOBAL MANAGEMENT INC CMN CLASS A | 92 | Buy | Spouse | $1K - $15K | 10 NOV 2025 | 8 DEC 2025 +28d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 10 NOV 2025 | 8 DEC 2025 +28d delay | +22.5% | |
|  Axalta Coating Systems Ltd | 92 | Buy | Spouse | $1K - $15K | 10 NOV 2025 | 8 DEC 2025 +28d delay | +26.6% | |
| | 92 | Buy | Spouse | $15K - $50K | 10 NOV 2025 | 8 DEC 2025 +28d delay | +8.6% | |
|  Intercontinental Exchange Inc | 92 | Sell | Spouse | $1K - $15K | 10 NOV 2025 | 8 DEC 2025 +28d delay | +8.9% | |
| | 92 | Sell | Spouse | $1K - $15K | 10 NOV 2025 | 8 DEC 2025 +28d delay | -3.6% | |
| | 92 | Buy | Spouse | $1K - $15K | 10 NOV 2025 | 8 DEC 2025 +28d delay | — | |
|  UnitedHealth Group Incorporated | 92 | Buy | Spouse | $1K - $15K | 10 NOV 2025 | 8 DEC 2025 +28d delay | +25.1% | |
| | 92 | Sell | Spouse | $1K - $15K | 10 NOV 2025 | 8 DEC 2025 +28d delay | -23.7% | |
| | 92 | Sell | Spouse | $1K - $15K | 10 NOV 2025 | 8 DEC 2025 +28d delay | -14.7% | |
| | 97 | Buy | Spouse | $1K - $15K | 10 NOV 2025 | 9 DEC 2025 +29d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 10 NOV 2025 | 8 DEC 2025 +28d delay | -7.9% | |
| A— AON PUBLIC LIMITED COMPANY CMN CLASS A | 92 | Sell | Spouse | $1K - $15K | 10 NOV 2025 | 8 DEC 2025 +28d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 7 NOV 2025 | 8 DEC 2025 +31d delay | -25.5% | |
| A— ALEXANDRIA REAL ESTATE EQUITIE 1.875% 02/01/2033 (USD) | 92 | Buy | Spouse | $1K - $15K | 7 NOV 2025 | 8 DEC 2025 +31d delay | — | |
|  Chipotle Mexican Grill Inc | 92 | Sell | Child | $1K - $15K | 7 NOV 2025 | 8 DEC 2025 +31d delay | +22.4% | |
|  Axalta Coating Systems Ltd | 92 | Buy | Spouse | $1K - $15K | 7 NOV 2025 | 8 DEC 2025 +31d delay | +25.6% | |
| | 99 | Buy | Self | $1K - $15K | 7 NOV 2025 | 2 DEC 2025 +25d delay | -5.0% | |