| | 97 | Sell | Spouse | $1K - $15K | 27 OCT 2025 | 10 NOV 2025 +14d delay | — | |
|  FactSet Research Systems Inc | 92 | Buy | Spouse | $1K - $15K | 27 OCT 2025 | 6 NOV 2025 +10d delay | +3.4% | |
| | 97 | Sell | Spouse | $50K - $100K | 27 OCT 2025 | 10 NOV 2025 +14d delay | -6.9% | |
|  Regency Centers Corporation | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | — | |
| | 97 | Sell | Spouse | $100K - $250K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +11.3% | |
| A— AUTODESK INC DEL PV$0.01 | 97 | Sell | Spouse | $1K - $15K | 27 OCT 2025 | 10 NOV 2025 +14d delay | — | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | -24.9% | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 27 OCT 2025 | 6 NOV 2025 +10d delay | +54.6% | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +35.4% | |
| B— BAYER AG-SPONSORED (ADR) | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | — | |
| M— Mercato Partners Traverse IV QP, LP (GLAS Funds, LP) [HN] | — | Buy | Self | $1K - $15K | 27 OCT 2025 | 28 OCT 2025 +1d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 27 OCT 2025 | 6 NOV 2025 +10d delay | -47.0% | |
| | 97 | Sell | Spouse | $50K - $100K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +52.3% | |
| U— UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026; NTS NOTE [GS] | — | Buy | Self | $250K - $500K | 27 OCT 2025 | 6 NOV 2025 +10d delay | — | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +34.4% | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +26.2% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 OCT 2025 | 6 NOV 2025 +10d delay | -6.2% | |
| | 97 | Sell | Spouse | $1K - $15K | 27 OCT 2025 | 10 NOV 2025 +14d delay | -23.9% | |
| U— UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE [GS] | — | Buy | Self | $100K - $250K | 27 OCT 2025 | 6 NOV 2025 +10d delay | — | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | -16.7% | |
| | 92 | Sell | Child | $1K - $15K | 27 OCT 2025 | 6 NOV 2025 +10d delay | +54.6% | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | — | |
|  Martin Marietta Materials Inc | 97 | Sell | Spouse | $1K - $15K | 27 OCT 2025 | 10 NOV 2025 +14d delay | -13.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 OCT 2025 | 6 NOV 2025 +10d delay | +11.9% | |