| DVNDevon Energy Corporation Common | ⇄ EXCHANGE$15K–$50K · joint | 2026-05-08 filed 2026-06-02 | — |
| DVNDevon Energy Corporation Common | | 2026-05-08 filed 2026-06-02 | — |
| CTRACoterra Energy Inc. Common Stock | | 2026-05-08 filed 2026-06-02 | — |
| CTRACoterra Energy Inc. Common Stock | ⇄ EXCHANGE$15K–$50K · joint | 2026-05-08 filed 2026-06-02 | — |
| —MORGAN STANLEY FIN LLC MTN | | 2026-05-06 filed 2026-06-02 | — |
| —Goldman Sachs MTN 4/29/2030 [CS] | ↓ SELL$250K–$500K · joint | 2026-04-29 filed 2026-05-05 | — |
| EXASExact Sciences Corporation | | 2026-03-24 filed 2026-04-03 | — |
| TROWT. Rowe Price Group, Inc. - Common | | 2026-03-20 filed 2026-04-03 | — |
| —Prologis, Inc. Common Stock (PLD) | | 2026-03-20 filed 2026-04-03 | — |
| MDTMedtronic plc. Ordinary Shares | | 2026-03-20 filed 2026-04-03 | — |
| TXNTexas Instruments Incorporated | | 2026-03-18 filed 2026-04-03 | — |
| SMASmartStop Self Storage REIT, Inc. | | 2026-03-18 filed 2026-04-03 | — |
| —Kenvue Inc. Common Stock (KVUE) | | 2026-03-17 filed 2026-04-03 | — |
| —Invesco Ltd Common Stock (IVZ) | | 2026-03-17 filed 2026-04-03 | — |
| CMCSAComcast Corporation - Class A | | 2026-03-17 filed 2026-04-03 | — |
| CTSHCognizant Technology Solutions | | 2026-03-17 filed 2026-04-03 | — |
| MUABlackrock MuniAssets Fund, Inc | | 2026-03-17 filed 2026-04-03 | — |
| BDXBecton, Dickinson and Company | | 2026-03-17 filed 2026-04-03 | — |
| PRGSProgress Software Corporation | | 2026-03-16 filed 2026-04-03 | — |
| IQVIQVIA Holdings, Inc. Common Stock | | 2026-03-16 filed 2026-04-03 | — |
| ACNAccenture plc Class A Ordinary | ↓ SELL$250K–$500K · joint | 2026-03-16 filed 2026-04-03 | — |
| —ICON plc - Ordinary Shares (ICLR) | ↓ SELL$100K–$250K · joint | 2026-03-05 filed 2026-04-03 | — |
| WATWaters Corporation Common Stock | ⇄ EXCHANGE$1K–$15K · joint | 2026-02-09 filed 2026-03-06 | — |
| —ROYAL BANK OF CANADA 31F DUE | | 2026-01-07 filed 2026-02-18 | — |
| UNHUnitedHealth Group Incorporated | ↓ SELL$250K–$500K · joint | 2025-12-23 filed 2026-01-22 | — |