| Ticker | Amount | Traded | Disclosed | |
|---|
| bought child |
JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 CS |
$5.0M–25M |
2026-05-20 |
2026-05-28 |
filing |
| bought |
Structured Note Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 CS |
$1.0M–5M |
2026-05-20 |
2026-05-28 |
filing |
| bought |
Buffered Indexed Annuity Exchange Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index VA |
$1.0M–5M |
2026-02-17 |
2026-02-28 |
filing |
| bought |
Buffered Indexed Annuity Exchange Prudential RILA - 10% Buffer 3-year S&P 500 Index VA |
$1.0M–5M |
2026-02-17 |
2026-02-28 |
filing |
| bought |
Buffered Indexed Annuity Exchange Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate VA |
$1.0M–5M |
2026-02-17 |
2026-02-28 |
filing |
| sold child |
Brighthouse Buffered Annuity Russell 2000 Cap Rate VA |
$5.0M–25M |
2026-02-09 |
2026-02-28 |
filing |
| sold |
Buffered Indexed Annuity Exchange Brighthouse Buffered Annuity S&P 500 Trigger Rate VA |
$5.0M–25M |
2026-02-09 |
2026-02-28 |
filing |
| bought child |
JP Morgan 3-year auto callable buffer note CS |
$5.0M–25M |
2025-12-30 |
2025-12-30 |
filing |
| bought child |
JP Morgan 3-year auto callable buffer note CS |
$5.0M–25M |
2025-12-30 |
2025-12-30 |
filing |
| bought |
Structured Note JP Morgan 3-year one-time callable barrier note CS |
$5.0M–25M |
2025-12-30 |
2025-12-30 |
filing |
| bought |
Structured Note Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index VA |
$5.0M–25M |
2025-12-29 |
2025-12-30 |
filing |