| | 13 | Sell | Joint | $100K - $250K | 27 OCT 2025 | 16 NOV 2025 +20d delay | -24.4% | |
|  International Business Machines | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | -23.8% | |
| | 65 | Buy | Joint | $1K - $15K | 27 OCT 2025 | 14 NOV 2025 +18d delay | +27.4% | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | -48.2% | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +14.6% | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +17.8% | |
| | 5 | Sell | Joint | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +80.2% | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 27 OCT 2025 | 6 NOV 2025 +10d delay | -47.0% | |
|  Hilton Worldwide Holdings Inc | 97 | Sell | Spouse | $1K - $15K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +23.9% | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | -1.8% | |
|  Laboratory Corporation of America Holdings | 92 | Sell | Child | $1K - $15K | 27 OCT 2025 | 6 NOV 2025 +10d delay | +23.5% | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +34.1% | |
| 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 | — | |
| | 97 | Sell | Spouse | $1K - $15K | 27 OCT 2025 | 10 NOV 2025 +14d delay | -25.6% | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +121.2% | |
|  LPL Financial Holdings Inc | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +5.7% | |
| | 36 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 3 NOV 2025 +7d delay | +9.1% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 OCT 2025 | 6 NOV 2025 +10d delay | -3.1% | |
| | 92 | Sell | Child | $1K - $15K | 27 OCT 2025 | 6 NOV 2025 +10d delay | -8.1% | |
| C— CHARTER COMMUNICATIONS INC-A | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | — | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | -19.3% | |
| | 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 | -6.2% | |