| May 27, 2026 | — | Buy | $1,001 - $15,000 | spouse | Jun 8, 2026+12d | |
| May 29, 2026 | — | Buy | $1,001 - $15,000 | self | Jun 8, 2026+10d | |
| May 1, 2026 | — | Buy | $1,001 - $15,000 | spouse | Jun 8, 2026+38d | |
| Apr 28, 2026 | — | Buy | $1,001 - $15,000 | self | Jun 8, 2026+41d | |
| Mar 30, 2026 | Oaktree Strategic Credit Fund Class S | Buy | $1,001 - $15,000 | spouse | Apr 9, 2026+10d | |
| Mar 4, 2026 | | Buy | $100,001 - $250,000 | self | Apr 9, 2026+36d | |
| Mar 27, 2026 | Apollo Debt Solutions BDC Class S | Buy | $1,001 - $15,000 | spouse | Apr 9, 2026+13d | |
| Mar 3, 2026 | Apollo Debt Solutions BDC Class S | Buy | $1,001 - $15,000 | self | Apr 9, 2026+37d | |
| Feb 6, 2026 | OAKTREE STRATEGIC CREDIT FUND CLASS S | Buy | $1,001 - $15,000 | spouse | Mar 6, 2026+28d | |
| Feb 17, 2026 | US TSY NOTE DUE 02/15/26 | Sell | $15,001 - $50,000 | spouse | Mar 6, 2026+17d | |
| Feb 15, 2026 | US TSY DUE 02/15/26 | Sell | $1,001 - $15,000 | self | Mar 6, 2026+19d | |
| Feb 18, 2026 | US TSY BOND DUE 02/15/36 | Buy | $15,001 - $50,000 | spouse | Mar 6, 2026+16d | |
| Feb 27, 2026 | OAKTREE STRATEGIC CREDIT FUND CLASS S | Buy | $1,001 - $15,000 | spouse | Mar 6, 2026+7d | |
| Feb 4, 2026 | | Buy | $1,001 - $15,000 | self | Mar 6, 2026+30d | |
| Feb 19, 2026 | BARCLAYS BANK PLC TAR-SS INTL BASKET | Sell | $100,001 - $250,000 | spouse | Mar 6, 2026+15d | |
| Feb 4, 2026 | APOLLO DEBT SOLUTIONS BDC CLASS S | Buy | $1,001 - $15,000 | self | Mar 6, 2026+30d | |
| Jan 5, 2026 | | Buy | $1,001 - $15,000 | self | Feb 5, 2026+31d | |
| Dec 12, 2025 | UBS AG | Sell | $15,001 - $50,000 | joint | Jan 12, 2026+31d | |
| Dec 2, 2025 | — | Buy | $1,001 - $15,000 | spouse | Jan 12, 2026+41d | |
| Dec 1, 2025 | SP Apollo Debt Solutions BDC Class S | Buy | $1,001 - $15,000 | self | Jan 12, 2026+42d | |
| Dec 26, 2025 | SL PARTNERS VII (ICAPITAL), L.P. FUND [HN] | Buy | $50,001 - $100,000 | spouse | Jan 12, 2026+17d | |
| Dec 22, 2025 | Fannie Mae Note 9/24/26 [GS] | Sell (part) | $1,001 - $15,000 | spouse | Jan 12, 2026+21d | |
| Dec 26, 2025 | COATUE INNOVATION FUND [HN] | Buy | $250,001 - $500,000 | spouse | Jan 12, 2026+17d | |
| Dec 31, 2025 | BANK OF NOVA SCOTIA [CS] | Buy | $50,001 - $100,000 | joint | Jan 12, 2026+12d | |
| Dec 30, 2025 | | Buy | $1,001 - $15,000 | spouse | Jan 12, 2026+13d | |