| | 47 | Sell | Joint | $1K - $15K | 11 SEP 2025 | 15 OCT 2025 +34d delay | -70.7% | |
| | 86 | Buy | Spouse | $1K - $15K | 11 SEP 2025 | 23 OCT 2025 +42d delay | -5.3% | |
| | 86 | Buy | Spouse | $1K - $15K | 11 SEP 2025 | 22 OCT 2025 +41d delay | -2.7% | |
| | 86 | Sell | Spouse | $1K - $15K | 11 SEP 2025 | 22 OCT 2025 +41d delay | -36.8% | |
| | 86 | Buy | Spouse | $1K - $15K | 11 SEP 2025 | 22 OCT 2025 +41d delay | -4.2% | |
| | 86 | Buy | Spouse | $1K - $15K | 11 SEP 2025 | 23 OCT 2025 +42d delay | -6.5% | |
| | 86 | Sell | Spouse | $1K - $15K | 11 SEP 2025 | 23 OCT 2025 +42d delay | +50.6% | |
| | 86 | Buy | Spouse | $1K - $15K | 11 SEP 2025 | 23 OCT 2025 +42d delay | -32.1% | |
|  Colgate-Palmolive Company | 86 | Sell | Spouse | $1K - $15K | 11 SEP 2025 | 22 OCT 2025 +41d delay | +10.7% | |
| | — | Buy | Self | $1K - $15K | 11 SEP 2025 | 27 SEP 2025 +16d delay | -31.2% | |
|  Concentra Group Holdings Parent, Inc. | 86 | Buy | Spouse | $1K - $15K | 11 SEP 2025 | 22 OCT 2025 +41d delay | +58.1% | |
| | 86 | Buy | Spouse | $1K - $15K | 11 SEP 2025 | 22 OCT 2025 +41d delay | +2.0% | |
| | 86 | Sell | Spouse | $1K - $15K | 11 SEP 2025 | 23 OCT 2025 +42d delay | -49.6% | |
| | 86 | Sell | Spouse | $1K - $15K | 11 SEP 2025 | 22 OCT 2025 +41d delay | +18.4% | |
| U— US TREASURY BILL 09/03/2025 [GS] | — | Buy | Self | $100K - $250K | 11 SEP 2025 | 27 SEP 2025 +16d delay | — | |
| | 86 | Buy | Spouse | $1K - $15K | 11 SEP 2025 | 22 OCT 2025 +41d delay | -6.5% | |
| | 86 | Sell | Spouse | $1K - $15K | 11 SEP 2025 | 23 OCT 2025 +42d delay | +1.9% | |
|  Constellation Brands Inc Class A | 86 | Sell | Spouse | $1K - $15K | 11 SEP 2025 | 22 OCT 2025 +41d delay | -3.6% | |
| | 86 | Sell | Spouse | $1K - $15K | 11 SEP 2025 | 22 OCT 2025 +41d delay | +22.6% | |
| | 97 | Buy | Spouse | $15K - $50K | 11 SEP 2025 | 10 OCT 2025 +29d delay | -0.6% | |
| | 86 | Sell | Spouse | $1K - $15K | 11 SEP 2025 | 22 OCT 2025 +41d delay | +12.9% | |
| | 86 | Sell | Spouse | $1K - $15K | 11 SEP 2025 | 22 OCT 2025 +41d delay | +1.9% | |
|  United Parcel Service Inc | 86 | Sell | Spouse | $1K - $15K | 11 SEP 2025 | 23 OCT 2025 +42d delay | +30.3% | |
| | 86 | Sell | Spouse | $1K - $15K | 11 SEP 2025 | 22 OCT 2025 +41d delay | -49.6% | |
| | 86 | Buy | Spouse | $1K - $15K | 11 SEP 2025 | 22 OCT 2025 +41d delay | +29.7% | |