| | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +22.0% | |
|  WSFS Financial Corporation | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +50.0% | |
| O— Oaktree Strategic Credit Fund Class S [OT] | 91 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 4 DEC 2025 +35d delay | — | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +16.4% | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +82.5% | |
| | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +35.8% | |
|  Northern Trust Corporation | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +48.9% | |
|  Automatic Data Processing Inc | 92 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 6 NOV 2025 +7d delay | +9.7% | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +42.0% | |
| | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | -29.7% | |
|  Automatic Data Processing Inc | 92 | Sell | Child | $1K - $15K | 30 OCT 2025 | 6 NOV 2025 +7d delay | +9.7% | |
| | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +37.4% | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +12.0% | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +3.2% | |
| | 92 | Buy | Child | $1K - $15K | 30 OCT 2025 | 6 NOV 2025 +7d delay | — | |
|  Advanced Micro Devices Inc | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +88.0% | |
| | 86 | Sell | 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 | +19.0% | |
| MNPV MONDELEZ INTL INC COM (NPV) | 92 | Sell | Child | $1K - $15K | 30 OCT 2025 | 6 NOV 2025 +7d delay | — | |
| | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +1.5% | |
| BBRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | 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 | +42.1% | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +37.4% | |
| | 86 | Buy | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | +29.1% | |
|  Alibaba Group Holding Ltd | 86 | Sell | Spouse | $1K - $15K | 30 OCT 2025 | 21 NOV 2025 +22d delay | -31.3% | |