| | — | Sell | Spouse | $50K - $100K | 23 JUL 2026 | 17 AUG 2026 +25d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 23 JUL 2026 | 7 AUG 2026 +15d delay | +9.8% | |
|  GE HealthCare Technologies Inc. | 92 | Buy | Spouse | $1K - $15K | 23 JUL 2026 | 7 AUG 2026 +15d delay | +19.3% | |
| | 92 | Buy | Child | $1K - $15K | 23 JUL 2026 | 7 AUG 2026 +15d delay | +20.7% | |
| AGOOGN Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock (GOOGN) [ST] | 47 | Buy | Joint | $1K - $15K | 23 JUL 2026 | 10 AUG 2026 +18d delay | — | |
| | 8 | Sell | Child | $1K - $15K | 23 JUL 2026 | 3 AUG 2026 +11d delay | -7.5% | |
|  Zimmer Biomet Holdings Inc | 92 | Sell | Child | $1K - $15K | 23 JUL 2026 | 7 AUG 2026 +15d delay | +11.8% | |
| P— PUT/XSP @ 690 EXP 10/16/2026 | 92 | Sell | Spouse | $1K - $15K | 23 JUL 2026 | 7 AUG 2026 +15d delay | — | |
| F— Fort Bend Tex Indpt SCH Dist Variable 04.00000% 08/01/2054 Rate Unltd Tax BLDG Ref BDS Ser. 2024B [GS] | — | Buy | Joint | $250K - $500K | 23 JUL 2026 | 11 AUG 2026 +19d delay | — | |
| CCALY CALLAWAY GOLF COMPANY (CMN) | 92 | Sell | Spouse | $1K - $15K | 22 JUL 2026 | 7 AUG 2026 +16d delay | -15.7% | |
| CCALY CALLAWAY GOLF COMPANY (CMN) | 92 | Sell | Child | $1K - $15K | 22 JUL 2026 | 7 AUG 2026 +16d delay | -15.7% | |
| R— Riverside Acceleration Capital Opportunity Fund II (GLAS Funds, LP) [HN] | — | Buy | Self | $1K - $15K | 22 JUL 2026 | 26 JUL 2026 +4d delay | — | |
| P— PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 2056-09-01 | 3 | Buy | Self | $500K - $1M | 22 JUL 2026 | 29 JUL 2026 +7d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 22 JUL 2026 | 7 AUG 2026 +16d delay | +14.7% | |
| | 81 | Sell | Self | $1K - $15K | 22 JUL 2026 | 18 AUG 2026 +27d delay | +1.4% | |
|  CH Robinson Worldwide Inc | 8 | Buy | Child | $1K - $15K | 22 JUL 2026 | 3 AUG 2026 +12d delay | -30.7% | |
| C— Charlotte-Meckle HLTH [GS] | — | Sell | Spouse | $250K - $500K | 22 JUL 2026 | 17 AUG 2026 +26d delay | — | |
| V— Valo Ventures GP II, LP [OT] | — | Buy | Spouse | $15K - $50K | 22 JUL 2026 | 17 AUG 2026 +26d delay | — | |
| | 81 | Sell | Self | $1K - $15K | 22 JUL 2026 | 18 AUG 2026 +27d delay | +6.9% | |
|  Liberty Media Corporation Series C Liberty Formula One Common Stock | 8 | Buy | Child | $1K - $15K | 22 JUL 2026 | 3 AUG 2026 +12d delay | +7.8% | |
| SSCHO SCHWAB SHORT TERM U S TREASURY (ETF) | 5 | Buy | Joint | $50K - $100K | 22 JUL 2026 | 18 AUG 2026 +27d delay | +0.3% | |
| | 73 | Sell | Spouse | $1K - $15K | 21 JUL 2026 | 4 AUG 2026 +14d delay | -5.4% | |
| | 73 | Sell | Spouse | $15K - $50K | 21 JUL 2026 | 4 AUG 2026 +14d delay | +23.6% | |
| CCALY CALLAWAY GOLF COMPANY (CMN) | 92 | Sell | Spouse | $1K - $15K | 21 JUL 2026 | 7 AUG 2026 +17d delay | -15.7% | |
| | — | Sell | Self | $15K - $50K | 21 JUL 2026 | 27 JUL 2026 +6d delay | +2.8% | |