| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +40.7% | |
| | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | -12.5% | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +42.1% | |
| | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | — | |
| | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | -20.4% | |
| | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +43.9% | |
| | 92 | Sell | Child | $1K - $15K | 30 OCT 2025 | 6 NOV 2025 +7d delay | +14.3% | |
| | 84 | Sell | Self | $1K - $15K | 30 OCT 2025 | 18 NOV 2025 +19d delay | -2.2% | |
| | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +117.1% | |
| | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | -44.3% | |
| | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | -8.2% | |
|  The J. M. Smucker Company | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +26.4% | |
| | 92 | Sell | Child | $1K - $15K | 30 OCT 2025 | 6 NOV 2025 +7d delay | +11.6% | |
| | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | -1.5% | |
|  Quest Diagnostics Incorporated | 65 | Buy | Joint | $1K - $15K | 30 OCT 2025 | 5 AUG 2026 +279d delay | +40.4% | |
| | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +25.6% | |
|  Mondelez International Inc | 65 | Buy | Joint | $1K - $15K | 30 OCT 2025 | 5 AUG 2026 +279d delay | +11.0% | |
| | 92 | Sell | Child | $1K - $15K | 30 OCT 2025 | 6 NOV 2025 +7d delay | — | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | -14.3% | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | -24.6% | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +62.7% | |
| B— BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 92 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 6 NOV 2025 +7d delay | — | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | -35.5% | |
|  Chipotle Mexican Grill Inc | 94 | Sell | Self | $15K - $50K | 30 OCT 2025 | 12 NOV 2025 +13d delay | +15.1% | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | — | |