| IDXX — IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 50 · Annual dependent · P · $1,001 - $15,000 | Mar 14, 2025 | Sep 14, 2026 |
| JLL — Jones Lang LaSalle Incorporated Common Stock (JLL) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 51 · Annual dependent · P · $1,001 - $15,000 | Mar 14, 2025 | Sep 14, 2026 |
| BJ — BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr dependent · P · $1,001 - $15,000 | Mar 14, 2025 | Sep 11, 2026 |
| IDXX — IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr dependent · P · $1,001 - $15,000 | Mar 14, 2025 | Sep 11, 2026 |
| JLL — Jones Lang LaSalle Incorporated Common Stock (JLL) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr dependent · P · $1,001 - $15,000 | Mar 14, 2025 | Sep 11, 2026 |
| CPAY — Corpay, Inc. Common Stock (CPAY) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 48 · Annual dependent · P · $1,001 - $15,000 | Mar 13, 2025 | Sep 14, 2026 |
| CPAY — Corpay, Inc. Common Stock (CPAY) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr dependent · P · $1,001 - $15,000 | Mar 13, 2025 | Sep 11, 2026 |
| JLL — Jones Lang LaSalle Incorporated Common Stock (JLL) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 46 · Annual dependent · P · $1,001 - $15,000 | Mar 10, 2025 | Sep 14, 2026 |
| MKL — Markel Group Inc. Common Stock (MKL) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 47 · Annual dependent · P · $1,001 - $15,000 | Mar 10, 2025 | Sep 14, 2026 |
| JLL — Jones Lang LaSalle Incorporated Common Stock (JLL) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr dependent · P · $1,001 - $15,000 | Mar 10, 2025 | Sep 11, 2026 |
| MKL — Markel Group Inc. Common Stock (MKL) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr dependent · P · $1,001 - $15,000 | Mar 10, 2025 | Sep 11, 2026 |
| JLL — Jones Lang LaSalle Incorporated Common Stock (JLL) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 44 · Annual dependent · P · $1,001 - $15,000 | Mar 7, 2025 | Sep 14, 2026 |
| MKL — Markel Group Inc. Common Stock (MKL) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 45 · Annual dependent · P · $15,001 - $50,000 | Mar 7, 2025 | Sep 14, 2026 |
| JLL — Jones Lang LaSalle Incorporated Common Stock (JLL) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr dependent · P · $1,001 - $15,000 | Mar 7, 2025 | Sep 11, 2026 |
| MKL — Markel Group Inc. Common Stock (MKL) [ST] | Dependent | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 13 · Ptr dependent · P · $15,001 - $50,000 | Mar 7, 2025 | Sep 11, 2026 |
| MKL — Markel Group Inc. Common Stock (MKL) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Annual dependent · P · $1,001 - $15,000 | Mar 6, 2025 | Sep 14, 2026 |
| AOS — A.O. Smith Corporation Common Stock (AOS) [ST] | Dependent | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr dependent · S (partial) · $1,001 - $15,000 Original ↗ · Row 42 · Annual dependent · S (partial) · $1,001 - $15,000 | Mar 6, 2025 | Sep 11, 2026 |
| MKL — Markel Group Inc. Common Stock (MKL) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr dependent · P · $1,001 - $15,000 | Mar 6, 2025 | Sep 11, 2026 |
| ITT — ITT Inc. Common Stock (ITT) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 39 · Annual dependent · P · $1,001 - $15,000 | Mar 5, 2025 | Sep 14, 2026 |
| JLL — Jones Lang LaSalle Incorporated Common Stock (JLL) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 40 · Annual dependent · P · $1,001 - $15,000 | Mar 5, 2025 | Sep 14, 2026 |
| ITT — ITT Inc. Common Stock (ITT) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr dependent · P · $1,001 - $15,000 | Mar 5, 2025 | Sep 11, 2026 |
| JLL — Jones Lang LaSalle Incorporated Common Stock (JLL) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr dependent · P · $1,001 - $15,000 | Mar 5, 2025 | Sep 11, 2026 |
| VIK — Viking Holdings Ltd Ordinary Shares (VIK) [ST] | Dependent | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 16 · Ptr dependent · P · $1,001 - $15,000 Original ↗ · Row 41 · Annual dependent · P · $1,001 - $15,000 | Mar 5, 2025 | Sep 11, 2026 |
| CPAY — Corpay, Inc. Common Stock (CPAY) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 24 · Annual dependent · P · $15,001 - $50,000 | Feb 28, 2025 | Sep 14, 2026 |
| LH — Labcorp Holdings Inc. Common Stock (LH) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 25 · Annual dependent · P · $1,001 - $15,000 | Feb 28, 2025 | Sep 14, 2026 |
| CPAY — Corpay, Inc. Common Stock (CPAY) [ST] | Dependent | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 14 · Ptr dependent · P · $15,001 - $50,000 | Feb 28, 2025 | Sep 11, 2026 |
| LH — Labcorp Holdings Inc. Common Stock (LH) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Ptr dependent · P · $1,001 - $15,000 | Feb 28, 2025 | Sep 11, 2026 |
| RVTY — Revvity, Inc. Common Stock (RVTY) [ST] | Dependent | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 28 · Ptr dependent · S · $15,001 - $50,000 Original ↗ · Row 22 · Annual dependent · S · $15,001 - $50,000 | Feb 28, 2025 | Sep 11, 2026 |
| TPX — Tempur Sealy International, Inc. Common Stock (TPX) [ST] | Dependent | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 31 · Ptr dependent · S (partial) · $1,001 - $15,000 Original ↗ · Row 23 · Annual dependent · S (partial) · $1,001 - $15,000 | Feb 28, 2025 | Sep 11, 2026 |
| LH — Labcorp Holdings Inc. Common Stock (LH) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Annual dependent · P · $1,001 - $15,000 | Feb 27, 2025 | Sep 14, 2026 |
| PAYX — Paychex, Inc. - Common Stock (PAYX) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Annual dependent · P · $1,001 - $15,000 | Feb 27, 2025 | Sep 14, 2026 |
| CACI — CACI International, Inc. Class A Common Stock (CACI) [ST] | Dependent | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 7 · Ptr dependent · P · $1,001 - $15,000 Original ↗ · Row 19 · Annual dependent · P · $1,001 - $15,000 | Feb 27, 2025 | Sep 11, 2026 |
| LH — Labcorp Holdings Inc. Common Stock (LH) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Ptr dependent · P · $1,001 - $15,000 | Feb 27, 2025 | Sep 11, 2026 |
| PAYX — Paychex, Inc. - Common Stock (PAYX) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 25 · Ptr dependent · P · $1,001 - $15,000 | Feb 27, 2025 | Sep 11, 2026 |
| CPAY — Corpay, Inc. Common Stock (CPAY) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Annual dependent · P · $1,001 - $15,000 | Feb 22, 2025 | Sep 14, 2026 |
| CACI — CACI International, Inc. Class A Common Stock (CACI) [ST] | Dependent | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 5 · Ptr dependent · S (partial) · $1,001 - $15,000 Original ↗ · Row 15 · Annual dependent · S (partial) · $1,001 - $15,000 | Feb 22, 2025 | Sep 11, 2026 |
| CPAY — Corpay, Inc. Common Stock (CPAY) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr dependent · P · $1,001 - $15,000 | Feb 22, 2025 | Sep 11, 2026 |
| TDY — Teledyne Technologies Incorporated Common Stock (TDY) [ST] | Dependent | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 29 · Ptr dependent · S (partial) · $15,001 - $50,000 Original ↗ · Row 16 · Annual dependent · S (partial) · $15,001 - $50,000 | Feb 22, 2025 | Sep 11, 2026 |
| TPX — Tempur Sealy International, Inc. Common Stock (TPX) [ST] | Dependent | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 30 · Ptr dependent · S (partial) · $1,001 - $15,000 Original ↗ · Row 17 · Annual dependent · S (partial) · $1,001 - $15,000 | Feb 22, 2025 | Sep 11, 2026 |
| PAYX — Paychex, Inc. - Common Stock (PAYX) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Annual dependent · P · $1,001 - $15,000 | Feb 21, 2025 | Sep 14, 2026 |
| PAYX — Paychex, Inc. - Common Stock (PAYX) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Ptr dependent · P · $1,001 - $15,000 | Feb 21, 2025 | Sep 11, 2026 |
| TPX — Tempur Sealy International, Inc. Common Stock (TPX) [ST] | Dependent | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 32 · Ptr dependent · S (partial) · $1,001 - $15,000 Original ↗ · Row 13 · Annual dependent · S (partial) · $1,001 - $15,000 | Feb 21, 2025 | Sep 11, 2026 |
| AOS — A.O. Smith Corporation Common Stock (AOS) [ST] | Dependent | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr dependent · S (partial) · $15,001 - $50,000 Original ↗ · Row 38 · Annual dependent · S (partial) · $15,001 - $50,000 | Feb 18, 2025 | Sep 11, 2026 |
| CACI — CACI International, Inc. Class A Common Stock (CACI) [ST] | Dependent | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 6 · Ptr dependent · S (partial) · $1,001 - $15,000 Original ↗ · Row 37 · Annual dependent · S (partial) · $1,001 - $15,000 | Feb 18, 2025 | Sep 11, 2026 |
| ENTG — Entegris, Inc. - Common Stock (ENTG) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Annual dependent · P · $1,001 - $15,000 | Feb 17, 2025 | Sep 14, 2026 |
| FBIN — Fortune Brands Innovations, Inc. Common Stock (FBIN) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Annual dependent · P · $1,001 - $15,000 | Feb 17, 2025 | Sep 14, 2026 |
| LH — Labcorp Holdings Inc. Common Stock (LH) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Annual dependent · P · $1,001 - $15,000 | Feb 17, 2025 | Sep 14, 2026 |
| ENTG — Entegris, Inc. - Common Stock (ENTG) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr dependent · P · $1,001 - $15,000 | Feb 17, 2025 | Sep 11, 2026 |
| FBIN — Fortune Brands Innovations, Inc. Common Stock (FBIN) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr dependent · P · $1,001 - $15,000 | Feb 17, 2025 | Sep 11, 2026 |
| LH — Labcorp Holdings Inc. Common Stock (LH) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Ptr dependent · P · $1,001 - $15,000 | Feb 17, 2025 | Sep 11, 2026 |