| Mike KellySpouse | Black Belt Energy Gas Dist AL 1 Rev Call 5% due 10/1/32 | BUY | $15K – $50K | Sep 18, 2026 | Oct 14, 2026 | Oct 14, 2026 | 26 | Within both deadlines | PTR |
| Mike KellySpouse | California Cmnty Choice Fing A Sustainabl 5% due 9/1/36 | BUY | $50K – $100K | Sep 16, 2026 | Oct 14, 2026 | Oct 14, 2026 | 28 | Within both deadlines | PTR |
| Richard Dean McCormickSelf | BRK.BBerkshire Hathaway Inc. New Common Stock | BUY | $1,001 – $15K | Sep 18, 2026 | Oct 14, 2026 | Oct 14, 2026 | 26 | Within both deadlines | PTR |
| Rick W. AllenSpouse | AZOAUTOZONE INC | SELL | $15K – $50K | Sep 22, 2026 | Oct 14, 2026 | Oct 14, 2026 | 22 | Within both deadlines | PTR |
| Rick W. AllenSpouse | COSTCOSTCO WHOLESALE CORP /NEW | SELL | $1,001 – $15K | Sep 18, 2026 | Oct 14, 2026 | Oct 14, 2026 | 26 | Within both deadlines | PTR |
| Suzan K. DelBeneJoint | Black Belt Energy Gas Dist Ala Gas 05.00% 10/01/2032 Proj Rev BDS Ser. 2026 M-1 | BUY | $250K – $500K | Sep 18, 2026 | Sep 18, 2026 | Oct 14, 2026 | 26 | Within both deadlines | PTR |
| Suzan K. DelBeneJoint | Triborough Bridge & 4% SPL Tax Due 11/15/31 | SELL | $250K – $500K | Sep 18, 2026 | Sep 18, 2026 | Oct 14, 2026 | 26 | Within both deadlines | PTR |
| Suzan K. DelBeneJoint | Washington ST 5% Go Utx Due 08/01/30 | SELL | $15K – $50K | Sep 18, 2026 | Sep 18, 2026 | Oct 14, 2026 | 26 | Within both deadlines | PTR |
| Daniel MeuserSpouse | NVDANVIDIA CORP | SELL | $1,001 – $15K | Aug 31, 2026 | Sep 14, 2026 | Oct 14, 2026 | 44 | Within both deadlines | PTR |
| Suzan K. DelBeneJoint | TX Trans Commn TPK 5% Tran Due 08/15/42 | BUY | $15K – $50K | Sep 24, 2026 | Sep 24, 2026 | Oct 14, 2026 | 20 | Within both deadlines | PTR |
| Kevin HernJoint | CVXCHEVRON CORP | SELL | $15K – $50K | Sep 23, 2026 | Oct 2, 2026 | Oct 13, 2026 | 20 | Within both deadlines | PTR |
| Kevin HernJoint | CBChubb Ltd | SELL | $1,001 – $15K | Sep 23, 2026 | Oct 2, 2026 | Oct 13, 2026 | 20 | Within both deadlines | PTR |
| Kevin HernJoint | DVNDEVON ENERGY CORP/DE | SELL | $50K – $100K | Sep 23, 2026 | Oct 2, 2026 | Oct 13, 2026 | 20 | Within both deadlines | PTR |
| Kevin HernJoint | DVNDEVON ENERGY CORP/DE | SELL | $15K – $50K | Sep 23, 2026 | Oct 2, 2026 | Oct 13, 2026 | 20 | Within both deadlines | PTR |
| Kevin HernJoint | EMREMERSON ELECTRIC CO | SELL | $15K – $50K | Sep 17, 2026 | Oct 2, 2026 | Oct 13, 2026 | 26 | Within both deadlines | PTR |
| Kevin HernJoint | HDHOME DEPOT, INC. | SELL | $1,001 – $15K | Sep 23, 2026 | Oct 2, 2026 | Oct 13, 2026 | 20 | Within both deadlines | PTR |
| Kevin HernJoint | LINLINDE PLC | SELL | $15K – $50K | Sep 17, 2026 | Oct 2, 2026 | Oct 13, 2026 | 26 | Within both deadlines | PTR |
| Kevin HernJoint | LMTLOCKHEED MARTIN CORP | SELL | $15K – $50K | Sep 17, 2026 | Oct 2, 2026 | Oct 13, 2026 | 26 | Within both deadlines | PTR |
| Kevin HernJoint | LMTLOCKHEED MARTIN CORP | SELL | $15K – $50K | Sep 17, 2026 | Oct 2, 2026 | Oct 13, 2026 | 26 | Within both deadlines | PTR |
| Kevin HernJoint | LMTLOCKHEED MARTIN CORP | SELL | $15K – $50K | Sep 23, 2026 | Oct 2, 2026 | Oct 13, 2026 | 20 | Within both deadlines | PTR |
| Kevin HernJoint | LMTLOCKHEED MARTIN CORP | SELL | $15K – $50K | Sep 23, 2026 | Oct 2, 2026 | Oct 13, 2026 | 20 | Within both deadlines | PTR |
| Kevin HernJoint | LOWLOWES COMPANIES INC | SELL | $1,001 – $15K | Sep 17, 2026 | Oct 2, 2026 | Oct 13, 2026 | 26 | Within both deadlines | PTR |
| Kevin HernJoint | MRSHMARSH & MCLENNAN COMPANIES, INC. | SELL | $50K – $100K | Sep 17, 2026 | Oct 2, 2026 | Oct 13, 2026 | 26 | Within both deadlines | PTR |
| Kevin HernJoint | MRSHMARSH & MCLENNAN COMPANIES, INC. | SELL | $50K – $100K | Sep 23, 2026 | Oct 2, 2026 | Oct 13, 2026 | 20 | Within both deadlines | PTR |
| Kevin HernJoint | MAYES CNTY OKLA PUB FACS AUTH REV 3.000% MAT 9/1/2027 | BUY | $15K – $50K | Sep 18, 2026 | Oct 2, 2026 | Oct 13, 2026 | 25 | Within both deadlines | PTR |
| Kevin HernJoint | NEENEXTERA ENERGY INC | SELL | $15K – $50K | Oct 2, 2026 | Oct 2, 2026 | Oct 13, 2026 | 11 | Within both deadlines | PTR |
| Kevin HernJoint | OKLAHOMA DEPT TRANSN REV GAN SER 2018 A 5.000% MAT 9/1/2033 | BUY | $15K – $50K | Sep 21, 2026 | Oct 2, 2026 | Oct 13, 2026 | 22 | Within both deadlines | PTR |
| Kevin HernJoint | PONTOTOC CNTY OKLA EDL FACS AUTH 5.000% MAT 09/01/2028 | BUY | $50K – $100K | Sep 21, 2026 | Oct 2, 2026 | Oct 13, 2026 | 22 | Within both deadlines | PTR |
| Kevin HernJoint | ROKROCKWELL AUTOMATION, INC | SELL | $15K – $50K | Sep 17, 2026 | Oct 2, 2026 | Oct 13, 2026 | 26 | Within both deadlines | PTR |
| Kevin HernJoint | AIOVirtus Artificial Intelligence & Technology Opportunities Fund | SELL | $15K – $50K | Sep 23, 2026 | Oct 2, 2026 | Oct 13, 2026 | 20 | Within both deadlines | PTR |
| Kevin HernJoint | SBUXSTARBUCKS CORP | SELL | $15K – $50K | Sep 23, 2026 | Oct 2, 2026 | Oct 13, 2026 | 20 | Within both deadlines | PTR |
| Kevin HernJoint | UNHUNITEDHEALTH GROUP INC | SELL | $15K – $50K | Sep 23, 2026 | Oct 2, 2026 | Oct 13, 2026 | 20 | Within both deadlines | PTR |
| Kevin HernJoint | GRADY CNTY OKLA SCH FIN AUH EDL FACS 5.000% MAT 9/1/2033 | BUY | $15K – $50K | Sep 18, 2026 | Oct 2, 2026 | Oct 13, 2026 | 25 | Within both deadlines | PTR |
| Kevin HernJoint | TULSA OKLA MET UTIL AUTH UTIL REV UTIL 3.000% MAT 4/1/2029 | BUY | $15K – $50K | Sep 18, 2026 | Oct 2, 2026 | Oct 13, 2026 | 25 | Within both deadlines | PTR |
| Rick LarsenSelf | ADIANALOG DEVICES INC | BUY | $1,001 – $15K | Oct 8, 2026 | Oct 12, 2026 | Oct 12, 2026 | 4 | Within both deadlines | PTR |
| Rick LarsenSelf | HDHOME DEPOT, INC. | SELL | $1,001 – $15K | Oct 8, 2026 | Oct 12, 2026 | Oct 12, 2026 | 4 | Within both deadlines | PTR |
| Rick LarsenSelf | WSMWILLIAMS SONOMA INC | BUY | $1,001 – $15K | Oct 8, 2026 | Oct 12, 2026 | Oct 12, 2026 | 4 | Within both deadlines | PTR |
| Gilbert Ray Cisneros, Jr.Self | ABTABBOTT LABORATORIES | BUY | $1,001 – $15K | Sep 18, 2026 | Oct 9, 2026 | Oct 12, 2026 | 24 | Within both deadlines | PTR |
| Gilbert Ray Cisneros, Jr.Self | AEISADVANCED ENERGY INDUSTRIES INC | BUY | $1,001 – $15K | Sep 29, 2026 | Oct 9, 2026 | Oct 12, 2026 | 13 | Within both deadlines | PTR |
| Gilbert Ray Cisneros, Jr.Self | ALGMALLEGRO MICROSYSTEMS, INC. | BUY | $1,001 – $15K | Sep 29, 2026 | Oct 9, 2026 | Oct 12, 2026 | 13 | Within both deadlines | PTR |
| Gilbert Ray Cisneros, Jr.Self | APPAppLovin Corp | BUY | $1,001 – $15K | Sep 18, 2026 | Oct 9, 2026 | Oct 12, 2026 | 24 | Within both deadlines | PTR |
| Gilbert Ray Cisneros, Jr.Self | ATRCAtriCure, Inc. | SELL | $1,001 – $15K | Sep 29, 2026 | Oct 9, 2026 | Oct 12, 2026 | 13 | Within both deadlines | PTR |
| Gilbert Ray Cisneros, Jr.Self | BCPCBALCHEM CORP | BUY | $1,001 – $15K | Sep 17, 2026 | Oct 9, 2026 | Oct 12, 2026 | 25 | Within both deadlines | PTR |
| Gilbert Ray Cisneros, Jr.Self | BHEBENCHMARK ELECTRONICS INC | BUY | $15K – $50K | Oct 1, 2026 | Oct 9, 2026 | Oct 12, 2026 | 11 | Within both deadlines | PTR |
| Gilbert Ray Cisneros, Jr.Self | BBIOBridgeBio Pharma, Inc. | SELL | $1,001 – $15K | Sep 29, 2026 | Oct 9, 2026 | Oct 12, 2026 | 13 | Within both deadlines | PTR |
| Gilbert Ray Cisneros, Jr.Self | AVGOBroadcom Inc. | SELL | $1,001 – $15K | Sep 16, 2026 | Oct 9, 2026 | Oct 12, 2026 | 26 | Within both deadlines | PTR |
| Gilbert Ray Cisneros, Jr.Self | California Community Choice Financing Authority Rev Bonds | BUY | $250K – $500K | Sep 24, 2026 | Oct 9, 2026 | Oct 12, 2026 | 18 | Within both deadlines | PTR |
| Gilbert Ray Cisneros, Jr.Self | CINFCINCINNATI FINANCIAL CORP | BUY | $1,001 – $15K | Sep 18, 2026 | Oct 9, 2026 | Oct 12, 2026 | 24 | Within both deadlines | PTR |
| Gilbert Ray Cisneros, Jr.Self | CTVACorteva, Inc. | SELL | $1,001 – $15K | Sep 17, 2026 | Oct 9, 2026 | Oct 12, 2026 | 25 | Within both deadlines | PTR |
| Gilbert Ray Cisneros, Jr.Self | CYTKCYTOKINETICS INC | BUY | $1,001 – $15K | Sep 29, 2026 | Oct 9, 2026 | Oct 12, 2026 | 13 | Within both deadlines | PTR |