| JPJohn PhelanExecutive | Caden FLV, LLCother | Sell | $500,001 – $1,000,000 | Aug 20, 2025 | Feb 27, 2026 | 191 | Filing for John Phelan Caden FLV, LLC trade |
| JPJohn PhelanExecutive | Caden Long Equity Fundfund | Sell | $100,001 – $250,000 | Jul 22, 2025 | Feb 27, 2026 | 220 | Filing for John Phelan Caden Long Equity Fund trade |
| JPJohn PhelanExecutive | Dawson Portfolio Finance 5 LPfund | Sell | $1,001 – $15,000 | Jun 30, 2025 | Feb 27, 2026 | 242 | Filing for John Phelan Dawson Portfolio Finance 5 LP trade |
| JPJohn PhelanExecutive | BDCBelden Inc | Sell | $250,001 – $500,000 | Jun 27, 2025 | Feb 27, 2026 | 245 | Filing for John Phelan BDC trade |
| JPJohn PhelanExecutive | RCG Ventures Fund VIIIfund | Sell | $1,001 – $15,000 | Jun 24, 2025 | Feb 27, 2026 | 248 | Filing for John Phelan RCG Ventures Fund VIII trade |
| JPJohn PhelanExecutive | Dawson Portfolio Finance 5 LPfund | Buy | $100,001 – $250,000 | Jun 24, 2025 | Feb 27, 2026 | 248 | Filing for John Phelan Dawson Portfolio Finance 5 LP trade |
| JPJohn PhelanExecutive | TMG Haynesville Investors, LLCother | Buy | $100,001 – $250,000 | Jun 24, 2025 | Feb 27, 2026 | 248 | Filing for John Phelan TMG Haynesville Investors, LLC trade |
| JPJohn PhelanExecutive | Cresta Royalty Partners LPother | Buy | $50,001 – $100,000 | Jun 23, 2025 | Feb 27, 2026 | 249 | Filing for John Phelan Cresta Royalty Partners LP trade |
| JPJohn PhelanExecutive | TMG Monument Investors LLCother | Sell | $100,001 – $250,000 | Jun 20, 2025 | Feb 27, 2026 | 252 | Filing for John Phelan TMG Monument Investors LLC trade |
| JPJohn PhelanExecutive | MSD Special Investments Fund IIfund | Buy | $50,001 – $100,000 | Jun 18, 2025 | Feb 27, 2026 | 254 | Filing for John Phelan MSD Special Investments Fund II trade |
| JPJohn PhelanExecutive | MSD EIV Private, LLC (JRK Investments III)other | Buy | $100,001 – $250,000 | Jun 16, 2025 | Feb 27, 2026 | 256 | Filing for John Phelan MSD EIV Private, LLC (JRK Investments III) trade |
| JPJohn PhelanExecutive | RCG Momentum, LPother | Buy | $100,001 – $250,000 | Jun 16, 2025 | Feb 27, 2026 | 256 | Filing for John Phelan RCG Momentum, LP trade |
| JPJohn PhelanExecutive | TMG VCLR Investor, LLCother | Buy | $1,001 – $15,000 | Jun 16, 2025 | Feb 27, 2026 | 256 | Filing for John Phelan TMG VCLR Investor, LLC trade |
| JPJohn PhelanExecutive | 26North BDC, Incstock | Sell | $15,001 – $50,000 | Jun 12, 2025 | Feb 27, 2026 | 260 | Filing for John Phelan 26North BDC, Inc trade |
| JPJohn PhelanExecutive | Kingfish Investments X, LLCother | Sell | $100,001 – $250,000 | Jun 12, 2025 | Feb 27, 2026 | 260 | Filing for John Phelan Kingfish Investments X, LLC trade |
| JPJohn PhelanExecutive | SRP Continuation Partners, LPother | Sell | $100,001 – $250,000 | Jun 4, 2025 | Feb 27, 2026 | 268 | Filing for John Phelan SRP Continuation Partners, LP trade |
| JPJohn PhelanExecutive | RCG Momentum, LPother | Buy | $250,001 – $500,000 | Jun 2, 2025 | Feb 27, 2026 | 270 | Filing for John Phelan RCG Momentum, LP trade |
| SKScott A. KuporExecutive | Southern Company (SO) (required sale pursuant tostock | Sell | $100,001 – $250,000 | Oct 1, 2025 | Jan 30, 2026 | 121 | Filing for Scott A. Kupor Southern Company (SO) (required sale pursuant to trade |
| SKScott A. KuporExecutive | Alphabet, Inc. (GOOG) (sale of stock per requiredstock | Sell | $100,001 – $250,000 | Oct 1, 2025 | Jan 30, 2026 | 121 | Filing for Scott A. Kupor Alphabet, Inc. (GOOG) (sale of stock per required trade |
| MKMichael J. KratsiosExecutive | VTEBVanguard Tax-Exempt Bond ETF | Buy | $1,001 – $15,000 | Dec 26, 2025 | Jan 27, 2026 | 32 | Filing for Michael J. Kratsios VTEB trade |
| MKMichael J. KratsiosExecutive | VIGVanguard Div Appreciation ETF | Buy | $1,001 – $15,000 | Dec 26, 2025 | Jan 27, 2026 | 32 | Filing for Michael J. Kratsios VIG trade |
| SMSean McMasterExecutive | TSLATesla Inc. | Sell | $250,001 – $500,000 | Dec 10, 2025 | Jan 27, 2026 | 48 | Filing for Sean McMaster TSLA trade |
| SMSean McMasterExecutive | GRABGrab Holdings Limited Class A | Buy | $15,001 – $50,000 | Nov 3, 2025 | Jan 27, 2026 | 85 | Filing for Sean McMaster GRAB trade |
| SMSean McMasterExecutive | AMKRAmkor Technology Inc. | Buy | $1,001 – $15,000 | Oct 14, 2025 | Jan 27, 2026 | 105 | Filing for Sean McMaster AMKR trade |
| SMSean McMasterExecutive | AMKRAmkor Technology Inc. | Buy | $15,001 – $50,000 | Oct 13, 2025 | Jan 27, 2026 | 106 | Filing for Sean McMaster AMKR trade |
| SMSean McMasterExecutive | AMCRAmcor plc | Sell | $15,001 – $50,000 | Oct 13, 2025 | Jan 27, 2026 | 106 | Filing for Sean McMaster AMCR trade |
| SMSean McMasterExecutive | AMCRAmcor plc | Buy | $15,001 – $50,000 | Oct 9, 2025 | Jan 27, 2026 | 110 | Filing for Sean McMaster AMCR trade |
| SMSean McMasterExecutive | MSTRStrategy Inc | Sell | $50,001 – $100,000 | Oct 9, 2025 | Jan 27, 2026 | 110 | Filing for Sean McMaster MSTR trade |
| SMSean McMasterExecutive | ETHZilla Corp (ETHZ)stock | Buy | $1,001 – $15,000 | Oct 7, 2025 | Jan 27, 2026 | 112 | Filing for Sean McMaster ETHZilla Corp (ETHZ) trade |
| DBDouglas J. BurgumRExecutive | Schwab Treasury Obligations Money Fund Investor Class Shares (SNOXX)bond | Sell | $1,001 – $15,000 | Oct 24, 2025 | Jan 21, 2026 | 89 | Filing for Douglas J. Burgum Schwab Treasury Obligations Money Fund Investor Class Shares (SNOXX) trade |
| DBDouglas J. BurgumRExecutive | IWFiShares Russell 1000 Growth Fund | Buy | $1,001 – $15,000 | Oct 24, 2025 | Jan 21, 2026 | 89 | Filing for Douglas J. Burgum IWF trade |
| DBDouglas J. BurgumRExecutive | COSTCostco Wholesale Corporation | Sell | $1,001 – $15,000 | Oct 24, 2025 | Jan 21, 2026 | 89 | Filing for Douglas J. Burgum COST trade |
Donald J. TrumpRExecutive | METROPOLITAN TRANSN 5% DUE 11/15/35bond | Buy | $1,000,001 – $5,000,000 | Dec 31, 2025 | Jan 16, 2026 | 16 | Filing for Donald J. Trump METROPOLITAN TRANSN 5% DUE 11/15/35 trade |
Donald J. TrumpRExecutive | COREWEAVE INC REGS DUE 06/01/2030 09.250%JO 01 DISCRETIONARY ORDER IF THIS CONFIRMATION IS IN CONNECTION WITH A SALE PURSUANT TO REG. 5bond | Sell | $1,000,001 – $5,000,000 | Dec 19, 2025 | Jan 16, 2026 | 28 | Filing for Donald J. Trump COREWEAVE INC REGS DUE 06/01/2030 09.250%JO 01 DISCRETIONARY ORDER IF THIS CONFIRMATION IS IN CONNECTION WITH A SALE PURSUANT TO REG. 5 trade |
Donald J. TrumpRExecutive | COREWEAVE INC REGS DUE 02/01/203109.000% FA 01 DISCRETIONARY ORDER IF THIS CONFIRMATION IS IN CONNECTION WITH A SALE PURSUANT TO REG, Sbond | Buy | $1,000,001 – $5,000,000 | Dec 19, 2025 | Jan 16, 2026 | 28 | Filing for Donald J. Trump COREWEAVE INC REGS DUE 02/01/203109.000% FA 01 DISCRETIONARY ORDER IF THIS CONFIRMATION IS IN CONNECTION WITH A SALE PURSUANT TO REG, S trade |
Donald J. TrumpRExecutive | NEW YORK NT CllYT 5% CUE 11/01/50bond | Other | $15,001 – $50,000 | Dec 19, 2025 | Jan 16, 2026 | 28 | Filing for Donald J. Trump NEW YORK NT CllYT 5% CUE 11/01/50 trade |
Donald J. TrumpRExecutive | Mc-dlc.al Univ S C Hosa Auth Hoso Mt,c Rev Bds IndIan ld Pro! 2025 5.250% 11/15/41 8/e Dtdbond | Other | $250,001 – $500,000 | Dec 18, 2025 | Jan 16, 2026 | 29 | Filing for Donald J. Trump Mc-dlc.al Univ S C Hosa Auth Hoso Mt,c Rev Bds IndIan ld Pro! 2025 5.250% 11/15/41 8/e Dtd trade |
Donald J. TrumpRExecutive | DOOLY CNTY GA SCH DIST SALES TAX 2020 DB B/E B/Q CR ENH 4.00 % Duo Mm, 1, 2026bond | Buy | $100,001 – $250,000 | Dec 18, 2025 | Jan 16, 2026 | 29 | Filing for Donald J. Trump DOOLY CNTY GA SCH DIST SALES TAX 2020 DB B/E B/Q CR ENH 4.00 % Duo Mm, 1, 2026 trade |
Donald J. TrumpRExecutive | FREMONT IN CMNTY SCH B/E B/Q ST INTRCPT 5.00 % Duo Jul 15 2026bond | Buy | $100,001 – $250,000 | Dec 18, 2025 | Jan 16, 2026 | 29 | Filing for Donald J. Trump FREMONT IN CMNTY SCH B/E B/Q ST INTRCPT 5.00 % Duo Jul 15 2026 trade |
Donald J. TrumpRExecutive | ALAMO HTS TXINDPT SCH DIST RFDG PSF GTD B/E4.00 % Duo Fob 1, 2026bond | Buy | $100,001 – $250,000 | Dec 18, 2025 | Jan 16, 2026 | 29 | Filing for Donald J. Trump ALAMO HTS TXINDPT SCH DIST RFDG PSF GTD B/E4.00 % Duo Fob 1, 2026 trade |
Donald J. TrumpRExecutive | JEFFERSON CNlY KY SCH DIST FIN CORP SCH BLDG REV SER A B/E 4.00 % Due Jun 1, 2026bond | Buy | $100,001 – $250,000 | Dec 18, 2025 | Jan 16, 2026 | 29 | Filing for Donald J. Trump JEFFERSON CNlY KY SCH DIST FIN CORP SCH BLDG REV SER A B/E 4.00 % Due Jun 1, 2026 trade |
Donald J. TrumpRExecutive | KENTUCKY ST PPTY& BLDG$ COMMN REV PJ 133 AB/E 5.00 % Duo Seo 1, 2026bond | Buy | $50,001 – $100,000 | Dec 18, 2025 | Jan 16, 2026 | 29 | Filing for Donald J. Trump KENTUCKY ST PPTY& BLDG$ COMMN REV PJ 133 AB/E 5.00 % Duo Seo 1, 2026 trade |
Donald J. TrumpRExecutive | DENVER CO CITY& CNlY WSTWTR MGMT DIV DEPT ENTRPS REV B/E 5.00 % Duo Nov 1 2026bond | Buy | $100,001 – $250,000 | Dec 18, 2025 | Jan 16, 2026 | 29 | Filing for Donald J. Trump DENVER CO CITY& CNlY WSTWTR MGMT DIV DEPT ENTRPS REV B/E 5.00 % Duo Nov 1 2026 trade |
Donald J. TrumpRExecutive | PROSPER TEX INDPT S 5% DUE 06/01/37bond | Buy | $1,000,001 – $5,000,000 | Dec 17, 2025 | Jan 16, 2026 | 30 | Filing for Donald J. Trump PROSPER TEX INDPT S 5% DUE 06/01/37 trade |
Donald J. TrumpRExecutive | WISCONSIN ST HEALTHS% CUE 06/01/37bond | Buy | $1,000,001 – $5,000,000 | Dec 17, 2025 | Jan 16, 2026 | 30 | Filing for Donald J. Trump WISCONSIN ST HEALTHS% CUE 06/01/37 trade |
Donald J. TrumpRExecutive | WEST VIRGINIA ST HO 5% CUE 06/01/40bond | Buy | $1,000,001 – $5,000,000 | Dec 17, 2025 | Jan 16, 2026 | 30 | Filing for Donald J. Trump WEST VIRGINIA ST HO 5% CUE 06/01/40 trade |
Donald J. TrumpRExecutive | DUrd'lasostock | Other | $250,001 – $500,000 | Dec 17, 2025 | Jan 16, 2026 | 30 | Filing for Donald J. Trump DUrd'laso trade |
Donald J. TrumpRExecutive | MACYS RETAIL HOLDINGS LLC REGS DUE 03/15/20'30 05.875"MS 15DISCRETIONARY ORDER IF THIS CONFIRMATION IS IN CONNECTION WITH A SALE PURSUANT TO REG.Sbond | Buy | $250,001 – $500,000 | Dec 16, 2025 | Jan 16, 2026 | 31 | Filing for Donald J. Trump MACYS RETAIL HOLDINGS LLC REGS DUE 03/15/20'30 05.875"MS 15DISCRETIONARY ORDER IF THIS CONFIRMATION IS IN CONNECTION WITH A SALE PURSUANT TO REG.S trade |
Donald J. TrumpRExecutive | coTY INC SENIOR SECURED NOTES REG 5 DUE 01/lS/202904.750%JJ 15 DISCRETIONARY ORDER IF THIS CONFIRMATION IS IN CONNECTION WITH A SALE PURSU!WTTO REG.Sbond | Buy | $250,001 – $500,000 | Dec 16, 2025 | Jan 16, 2026 | 31 | Filing for Donald J. Trump coTY INC SENIOR SECURED NOTES REG 5 DUE 01/lS/202904.750%JJ 15 DISCRETIONARY ORDER IF THIS CONFIRMATION IS IN CONNECTION WITH A SALE PURSU!WTTO REG.S trade |
Donald J. TrumpRExecutive | coREWEAVE INC REGS DUE 06/01/2030 09.250% JO 01 DISCRETIONARY ORDER IF THIS CONFIRMATION ts IN CONNECTION WITH A SALE PURSUANT TO REG. Sbond | Buy | $250,001 – $500,000 | Dec 16, 2025 | Jan 16, 2026 | 31 | Filing for Donald J. Trump coREWEAVE INC REGS DUE 06/01/2030 09.250% JO 01 DISCRETIONARY ORDER IF THIS CONFIRMATION ts IN CONNECTION WITH A SALE PURSUANT TO REG. S trade |