|  Principal Financial Group Inc | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +38.5% | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +3.7% | |
|  Adobe Systems Incorporated | 65 | Buy | Joint | $1K - $15K | 30 OCT 2025 | 5 AUG 2026 +279d delay | -19.3% | |
| | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +43.0% | |
|  Quest Diagnostics Incorporated | 65 | Sell | Joint | $1K - $15K | 30 OCT 2025 | 5 AUG 2026 +279d delay | +40.4% | |
| | 84 | Buy | Self | $1K - $15K | 30 OCT 2025 | 18 NOV 2025 +19d delay | +22.9% | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +3.0% | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +8.7% | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +1.5% | |
|  Taiwan Semiconductor Manufacturing | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +38.3% | |
| R— Recurring Capital Fund IV (LP) | 97 | Buy | Spouse | $50K - $100K | 30 OCT 2025 | 10 NOV 2025 +11d delay | — | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | -34.8% | |
| | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | — | |
|  Seacoast Banking Corporation of Florida | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +12.9% | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +4.1% | |
|  Advanced Micro Devices Inc | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +88.0% | |
|  United Therapeutics Corporation | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +14.3% | |
| | 92 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 6 NOV 2025 +7d delay | +8.8% | |
| | 86 | Sell | Spouse | $15K - $50K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +14.5% | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | -43.3% | |
| | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | -10.3% | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +52.1% | |
|  Alibaba Group Holding Ltd | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | -31.3% | |
| | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +127.2% | |
| | 65 | Sell | Joint | $1K - $15K | 30 OCT 2025 | 5 AUG 2026 +279d delay | +10.1% | |