| JPJohn PhelanExecutive | RCG Ventures Fund VIIIfund | Sell | $15,001 – $50,000 | Feb 23, 2026 | Apr 25, 2026 | 61 | Filing for John Phelan RCG Ventures Fund VIII trade |
| SMStephen I. MiranExecutive | BBH Wealth Strategies, LLC - CLARKSTONother | Sell | $100,001 – $250,000 | Feb 20, 2026 | Apr 25, 2026 | 64 | Filing for Stephen I. Miran BBH Wealth Strategies, LLC - CLARKSTON trade |
| JPJohn PhelanExecutive | Caden Opportunity Fundfund | Sell | $1,000,001 – $5,000,000 | Feb 19, 2026 | Apr 25, 2026 | 65 | Filing for John Phelan Caden Opportunity Fund trade |
| JPJohn PhelanExecutive | NFP Continuation Partners LPother | Sell | $250,001 – $500,000 | Feb 13, 2026 | Apr 25, 2026 | 71 | Filing for John Phelan NFP Continuation Partners LP trade |
| JPJohn PhelanExecutive | HealthQuest Tactical Opportunities Fund LPfund | Buy | $250,001 – $500,000 | Feb 12, 2026 | Apr 25, 2026 | 72 | Filing for John Phelan HealthQuest Tactical Opportunities Fund LP trade |
| JPJohn PhelanExecutive | RCG Momentum LPother | Sell | $50,001 – $100,000 | Feb 11, 2026 | Apr 25, 2026 | 73 | Filing for John Phelan RCG Momentum LP trade |
| JPJohn PhelanExecutive | MSD EIV Private LLCother | Buy | $50,001 – $100,000 | Feb 11, 2026 | Apr 25, 2026 | 73 | Filing for John Phelan MSD EIV Private LLC trade |
| JPJohn PhelanExecutive | MSD Special Investments Fund II, LPfund | Buy | $15,001 – $50,000 | Feb 11, 2026 | Apr 25, 2026 | 73 | Filing for John Phelan MSD Special Investments Fund II, LP trade |
| JPJohn PhelanExecutive | MSD EIV Private LLCother | Sell | $100,001 – $250,000 | Feb 10, 2026 | Apr 25, 2026 | 74 | Filing for John Phelan MSD EIV Private LLC trade |
| JPJohn PhelanExecutive | MSD Real Estate Credit Opportunity Fund IIfund | Buy | $100,001 – $250,000 | Feb 9, 2026 | Apr 25, 2026 | 75 | Filing for John Phelan MSD Real Estate Credit Opportunity Fund II trade |
| JPJohn PhelanExecutive | SRP Continuation Partners LPother | Sell | $15,001 – $50,000 | Feb 6, 2026 | Apr 25, 2026 | 78 | Filing for John Phelan SRP Continuation Partners LP trade |
| SMStephen I. MiranExecutive | BBH Wealth Strategies, LLC - CLARKSTONother | Sell | $100,001 – $250,000 | Feb 6, 2026 | Apr 25, 2026 | 78 | Filing for Stephen I. Miran BBH Wealth Strategies, LLC - CLARKSTON trade |
| JPJohn PhelanExecutive | Bear Lake Operations LLCother | Buy | $100,001 – $250,000 | Feb 4, 2026 | Apr 25, 2026 | 80 | Filing for John Phelan Bear Lake Operations LLC trade |
| SMStephen I. MiranExecutive | BBH Wealth Strategies, LLC - CLARKSTONother | Sell | $100,001 – $250,000 | Jan 30, 2026 | Apr 25, 2026 | 85 | Filing for Stephen I. Miran BBH Wealth Strategies, LLC - CLARKSTON trade |
| SMStephen I. MiranExecutive | BBH Wealth Strategies, LLC - CLARKSTONother | Sell | $100,001 – $250,000 | Jan 21, 2026 | Apr 25, 2026 | 94 | Filing for Stephen I. Miran BBH Wealth Strategies, LLC - CLARKSTON trade |
| SMStephen I. MiranExecutive | BBH Wealth Strategies, LLC - SILVER POINT DISTRESSED OPPORTUNITY II SERIESother | Buy | $1,001 – $15,000 | Jan 20, 2026 | Apr 25, 2026 | 95 | Filing for Stephen I. Miran BBH Wealth Strategies, LLC - SILVER POINT DISTRESSED OPPORTUNITY II SERIES trade |
| MKMichael J. KratsiosExecutive | VTEBVanguard Tax-Exempt Bond ETF | Buy | $1,001 – $15,000 | Mar 27, 2026 | Apr 17, 2026 | 21 | Filing for Michael J. Kratsios VTEB trade |
| MKMichael J. KratsiosExecutive | MUBiShares National Muni Bond ETF | Sell | $1,001 – $15,000 | Mar 27, 2026 | Apr 17, 2026 | 21 | Filing for Michael J. Kratsios MUB trade |
| MKMichael J. KratsiosExecutive | MUBiShares National Muni Bond ETF | Sell | $1,001 – $15,000 | Mar 27, 2026 | Apr 17, 2026 | 21 | Filing for Michael J. Kratsios MUB trade |
| MKMichael J. KratsiosExecutive | VTEBVanguard Tax-Exempt Bond ETF | Buy | $1,001 – $15,000 | Mar 20, 2026 | Apr 17, 2026 | 28 | Filing for Michael J. Kratsios VTEB trade |
| MKMichael J. KratsiosExecutive | MUBiShares National Muni Bond ETF | Sell | $1,001 – $15,000 | Mar 20, 2026 | Apr 17, 2026 | 28 | Filing for Michael J. Kratsios MUB trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $1,000,001 – $5,000,000 | Mar 10, 2026 | Apr 17, 2026 | 38 | Filing for Jared Isaacman FOUR trade |
| MKMichael J. KratsiosExecutive | DGROiShares Core Dividend Growth ETF | Buy | $1,001 – $15,000 | Mar 9, 2026 | Apr 17, 2026 | 39 | Filing for Michael J. Kratsios DGRO trade |
| MKMichael J. KratsiosExecutive | VIGVanguard Div Appreciation ETF | Sell | $1,001 – $15,000 | Mar 9, 2026 | Apr 17, 2026 | 39 | Filing for Michael J. Kratsios VIG trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $1,000,001 – $5,000,000 | Mar 2, 2026 | Apr 17, 2026 | 46 | Filing for Jared Isaacman FOUR trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $1,000,001 – $5,000,000 | Mar 2, 2026 | Apr 17, 2026 | 46 | Filing for Jared Isaacman FOUR trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $1,000,001 – $5,000,000 | Feb 27, 2026 | Apr 17, 2026 | 49 | Filing for Jared Isaacman FOUR trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $1,000,001 – $5,000,000 | Feb 27, 2026 | Apr 17, 2026 | 49 | Filing for Jared Isaacman FOUR trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $1,000,001 – $5,000,000 | Feb 27, 2026 | Apr 17, 2026 | 49 | Filing for Jared Isaacman FOUR trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $1,000,001 – $5,000,000 | Feb 27, 2026 | Apr 17, 2026 | 49 | Filing for Jared Isaacman FOUR trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $1,000,001 – $5,000,000 | Feb 27, 2026 | Apr 17, 2026 | 49 | Filing for Jared Isaacman FOUR trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $500,001 – $1,000,000 | Feb 27, 2026 | Apr 17, 2026 | 49 | Filing for Jared Isaacman FOUR trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $250,001 – $500,000 | Feb 27, 2026 | Apr 17, 2026 | 49 | Filing for Jared Isaacman FOUR trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $1,000,001 – $5,000,000 | Feb 27, 2026 | Apr 17, 2026 | 49 | Filing for Jared Isaacman FOUR trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $1,000,001 – $5,000,000 | Feb 26, 2026 | Apr 17, 2026 | 50 | Filing for Jared Isaacman FOUR trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $1,000,001 – $5,000,000 | Feb 26, 2026 | Apr 17, 2026 | 50 | Filing for Jared Isaacman FOUR trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $1,000,001 – $5,000,000 | Feb 26, 2026 | Apr 17, 2026 | 50 | Filing for Jared Isaacman FOUR trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $1,000,001 – $5,000,000 | Feb 26, 2026 | Apr 17, 2026 | 50 | Filing for Jared Isaacman FOUR trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $1,000,001 – $5,000,000 | Feb 26, 2026 | Apr 17, 2026 | 50 | Filing for Jared Isaacman FOUR trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $1,000,001 – $5,000,000 | Feb 26, 2026 | Apr 17, 2026 | 50 | Filing for Jared Isaacman FOUR trade |
| SVStephen A. VadenExecutive | FISVFiserv Inc. | Sell | $1,001 – $15,000 | Feb 10, 2026 | Apr 17, 2026 | 66 | Filing for Stephen A. Vaden FISV trade |
| SVStephen A. VadenExecutive | TTTrane Technologies plc | Sell | $1,001 – $15,000 | Feb 10, 2026 | Apr 17, 2026 | 66 | Filing for Stephen A. Vaden TT trade |
| SVStephen A. VadenExecutive | GOOGAlphabet Inc. Class C | Sell | $1,001 – $15,000 | Feb 10, 2026 | Apr 17, 2026 | 66 | Filing for Stephen A. Vaden GOOG trade |
| SVStephen A. VadenExecutive | FISVFiserv Inc. | Sell | $1,001 – $15,000 | Feb 10, 2026 | Apr 17, 2026 | 66 | Filing for Stephen A. Vaden FISV trade |
| SVStephen A. VadenExecutive | TTTrane Technologies plc | Sell | $1,001 – $15,000 | Feb 10, 2026 | Apr 17, 2026 | 66 | Filing for Stephen A. Vaden TT trade |
| SVStephen A. VadenExecutive | GOOGAlphabet Inc. Class C | Sell | $1,001 – $15,000 | Feb 10, 2026 | Apr 17, 2026 | 66 | Filing for Stephen A. Vaden GOOG trade |
| JIJared IsaacmanExecutive | Shift4 Payments Inc. Common stock Class B & Class C and Shift4 Payments, LLC equity unitsother | Sell | Over $50,000,000 | Feb 7, 2026 | Apr 17, 2026 | 69 | Filing for Jared Isaacman Shift4 Payments Inc. Common stock Class B & Class C and Shift4 Payments, LLC equity units trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | Over $50,000,000 | Feb 7, 2026 | Apr 17, 2026 | 69 | Filing for Jared Isaacman FOUR trade |
| JIJared IsaacmanExecutive | Strategic Partners IX LPother | Sell | $5,000,001 – $25,000,000 | Feb 6, 2026 | Apr 17, 2026 | 70 | Filing for Jared Isaacman Strategic Partners IX LP trade |
| JIJared IsaacmanExecutive | Strategic Partners Real Estate VII LPother | Sell | $1,000,001 – $5,000,000 | Feb 6, 2026 | Apr 17, 2026 | 70 | Filing for Jared Isaacman Strategic Partners Real Estate VII LP trade |