|  PNC Financial Services Group Inc | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +10.6% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +6.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |
|  Becton Dickinson and Company | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +28.9% | |
|  Edwards Lifesciences Corp | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +5.0% | |
|  Interactive Brokers Group Inc | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +21.4% | |
| | 92 | Buy | Spouse | $15K - $50K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +31.6% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +13.1% | |
| BBRK.B Berkshire Hathaway Inc. New Common Stock | 53 | Buy | Self | $1K - $15K | 27 MAY 2026 | 25 JUN 2026 +29d delay | — | |
|  Adobe Systems Incorporated | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +15.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +12.8% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +30.6% | |
| | 47 | Sell | Joint | $1K - $15K | 27 MAY 2026 | 3 JUN 2026 +7d delay | +35.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +2.9% | |
|  CH Robinson Worldwide Inc | 8 | Buy | Child | $1K - $15K | 27 MAY 2026 | 5 JUN 2026 +9d delay | -18.6% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +22.2% | |
|  Royal Caribbean Cruises Ltd | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +6.8% | |
| C— CHARLES SCHWAB CORPORATION (CMN) | 92 | Sell | Spouse | $15K - $50K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |
| M— MOODY'S CORPORATION (CMN) | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |
|  Parker-Hannifin Corporation | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +18.6% | |
|  Johnson Controls International PLC | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +2.6% | |
|  Marriott International Inc | 92 | Sell | Spouse | $15K - $50K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -7.3% | |
|  Thermo Fisher Scientific Inc | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +37.8% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -0.3% | |