| John BoozmanJoint | SPYMTradr 2X Long SPY Monthly ETF | OTHER | $1,001 – $15K | Jul 23, 2026 | — | Aug 17, 2026 | 25 | Timeliness undetermined | eFD |
| John BoozmanJoint | ELESTEE LAUDER COMPANIES INC | OTHER | $1,001 – $15K | Jul 2, 2026 | — | Aug 17, 2026 | 46 | Past 45-day outer limit | eFD |
| John BoozmanJoint | CVXCHEVRON CORP | OTHER | $1,001 – $15K | Jul 2, 2026 | — | Aug 17, 2026 | 46 | Past 45-day outer limit | eFD |
| John BoozmanJoint | PYPLPayPal Holdings, Inc. | OTHER | $1,001 – $15K | Jul 30, 2026 | — | Aug 17, 2026 | 18 | Timeliness undetermined | eFD |
| John BoozmanJoint | SPYMTradr 2X Long SPY Monthly ETF | OTHER | $1,001 – $15K | Jul 23, 2026 | — | Aug 17, 2026 | 25 | Timeliness undetermined | eFD |
| John BoozmanJoint | SPYMTradr 2X Long SPY Monthly ETF | OTHER | $1,001 – $15K | Jul 2, 2026 | — | Aug 17, 2026 | 46 | Past 45-day outer limit | eFD |
| John BoozmanJoint | SPYM - Tradr 2X Long SPY Monthly ETF | OTHER | $1,001 – $15K | Jul 2, 2026 | — | Aug 17, 2026 | 46 | Past 45-day outer limit | eFD |
| John BoozmanJoint | PYPLPayPal Holdings, Inc. | OTHER | $1,001 – $15K | Jul 30, 2026 | — | Aug 17, 2026 | 18 | Timeliness undetermined | eFD |
| Richard Dean McCormickSelf | APDAir Products & Chemicals, Inc. | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | AWKAmerican Water Works Company, Inc. | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | ADIANALOG DEVICES INC | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | ADPAUTOMATIC DATA PROCESSING INC | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | BRK.BBerkshire Hathaway Inc. New Common Stock | BUY | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | BLKBlackRock, Inc. | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | CSCOCISCO SYSTEMS, INC. | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | HDHOME DEPOT, INC. | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | ITWILLINOIS TOOL WORKS INC | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | LHXL3HARRIS TECHNOLOGIES, INC. /DE/ | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | MSFTMICROSOFT CORP | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | NEENEXTERA ENERGY INC | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | PEPPEPSICO INC | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | WMTWalmart Inc. | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Michael GuestSpouse | XOMExxonMobil Holdings Corp | EXCH | $1,001 – $15K | Jul 2, 2026 | Aug 4, 2026 | Aug 14, 2026 | 43 | Within both deadlines | PTR |
| Michael GuestSpouse | XOMExxonMobil Holdings Corp | EXCH | $1,001 – $15K | Jul 2, 2026 | Aug 4, 2026 | Aug 14, 2026 | 43 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | VVISA INC. | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | OREALTY INCOME CORP | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Michael GuestSpouse | ABNBAirbnb, Inc. | SELL | $1,001 – $15K | Dec 16, 2025 | Aug 13, 2026 | Aug 14, 2026 | 241 | Past 45-day outer limit | PTR |
| Michael GuestSpouse | CVXCHEVRON CORP | SELL | $1,001 – $15K | Dec 16, 2025 | Aug 13, 2026 | Aug 14, 2026 | 241 | Past 45-day outer limit | PTR |
| Michael GuestSpouse | ELFe.l.f. Beauty, Inc. | SELL | $1,001 – $15K | Dec 16, 2025 | Aug 13, 2026 | Aug 14, 2026 | 241 | Past 45-day outer limit | PTR |
| Richard Dean McCormickSelf | ABTABBOTT LABORATORIES | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | ICEIntercontinental Exchange, Inc. | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | JNJJOHNSON & JOHNSON | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | AAPLApple Inc. | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 5, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | MCDMCDONALDS CORP | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | COSTCOSTCO WHOLESALE CORP /NEW | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | EMREMERSON ELECTRIC CO | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | PGPROCTER & GAMBLE Co | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | UNHUNITEDHEALTH GROUP INC | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 12, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | MDTMedtronic plc | SELL | $1,001 – $15K | Jul 30, 2026 | Aug 13, 2026 | Aug 14, 2026 | 15 | Within both deadlines | PTR |
| Shri ThanedarSelf | AAPLApple Inc. | SELL | $100K – $250K | Jan 9, 2026 | Jan 9, 2026 | Aug 13, 2026 | 216 | Past 45-day outer limit | PTR |
| Carol D. MillerSelf | DGXQUEST DIAGNOSTICS INC | SELL | $15K – $50K | Mar 10, 2025 | Apr 11, 2025 | Aug 13, 2026 | 521 | Amended report | PTR |
| Derek TranSelf | LTCLTC PROPERTIES INC | SELL | $1,001 – $15K | Jul 28, 2025 | Jul 21, 2026 | Aug 13, 2026 | 381 | Past 45-day outer limit | PTR |
| Shri ThanedarSelf | MSTRStrategy Inc | SELL | $15K – $50K | Oct 21, 2025 | Oct 21, 2025 | Aug 13, 2026 | 296 | Past 45-day outer limit | PTR |
| Carol D. MillerSelf | PFEPFIZER INC | SELL | $15K – $50K | Mar 10, 2025 | Apr 11, 2025 | Aug 13, 2026 | 521 | Amended report | PTR |
| William R. KeatingSelf | CAPITAL ONE FINL CORP NOTE 7.62400% 10/30/2031 | BUY | $1,001 – $15K | Jun 30, 2026 | Aug 11, 2026 | Aug 13, 2026 | 44 | Within both deadlines | PTR |
| Carol D. MillerSelf | USBUS BANCORP DE | SELL | $15K – $50K | Mar 10, 2025 | Apr 11, 2025 | Aug 13, 2026 | 521 | Amended report | PTR |
| William R. KeatingSelf | HCA INC. NOTE CALL MAKE WHOLE 5.62500% 09/01/2028 | BUY | $15K – $50K | Jun 30, 2026 | Aug 11, 2026 | Aug 13, 2026 | 44 | Within both deadlines | PTR |
| Carol D. MillerSelf | TGTTARGET CORP | SELL | $15K – $50K | Mar 10, 2025 | Apr 11, 2025 | Aug 13, 2026 | 521 | Amended report | PTR |
| Robert P. Bresnahan, Jr.Self | US Treasury Note 06/30/27 | BUY | $15K – $50K | Jul 1, 2026 | Jul 13, 2026 | Aug 12, 2026 | 42 | Within both deadlines | PTR |
| Mike KellySelf | 2000166568 SP California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034% | BUY | $50K – $100K | Jul 17, 2026 | Aug 12, 2026 | Aug 12, 2026 | 26 | Amended report | PTR |