| Mar 2, 2026 | BBH LIMITED DURATION FUND CL I | Sell | $500k - $1M | |
| Mar 2, 2026 | BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES | Sell | $100k - $250k | |
| Feb 20, 2026 | BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES | Sell | $100k - $250k | |
| Feb 6, 2026 | BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES | Sell | $100k - $250k | |
| Jan 30, 2026 | BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES | Sell | $100k - $250k | |
| Jan 21, 2026 | BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES | Sell | $100k - $250k | |
| Jan 20, 2026 | BBH Wealth Strategies, LLC - SILVER POINT DISTRESSED OPPORTUNITY II SERIES | Buy | $1k - $15k | |
| Nov 14, 2025 | ISHARES S&P 500 INDEX FUND - IVV | Buy | $500k - $1M | |
| Jun 13, 2025 | VanEck Vectors Short High-Yield Municipal Index ETF (SHYD) | Buy | $100k - $250k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $50k - $100k | |
| Jun 9, 2025 | WMSAdvanced Drainage System Inc. | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $50k - $100k | |
| Jun 9, 2025 | | Sell | $100k - $250k | |
| Jun 9, 2025 | | Sell | $50k - $100k | |
| Jun 9, 2025 | AMATApplied Materials Inc. | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | AJGArthur J. Gallagher & Co. | Sell | $50k - $100k | |
| Jun 9, 2025 | ADPAutomatic Data Processing Inc. | Sell | $15k - $50k | |
| Jun 9, 2025 | BRK-BBerkshire Hathaway Inc. | Sell | $100k - $250k | |
| Jun 9, 2025 | BFAMBright Horizons Family Solutions | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | CDNSCadence Design Systems Inc. | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | COSTCostco Whotesale Corp | Sell | $50k - $100k | |
| Jun 9, 2025 | DARDarling Ingredients Inc. | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | GWREGuidewire Software Inc | Sell | $50k - $100k | |
| Jun 9, 2025 | GXOGXO Logistics Incorporated | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $100k - $250k | |
| Jun 9, 2025 | | Sell | $100k - $250k | |
| Jun 9, 2025 | MAMastercard Incorporated | Sell | $100k - $250k | |
| Jun 9, 2025 | | Sell | $100k - $250k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $100k - $250k | |
| Jun 9, 2025 | OTISOtis Worldwide Corporation | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $50k - $100k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | TTWOTake-Two Interactive Software | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $50k - $100k | |
| Jun 9, 2025 | TMOThermo Fisher Scientific Inc. | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $1k - $15k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | WSTWest Pharmaceutical Services Inc | Sell | $15k - $50k | |
| Jun 9, 2025 | WHWyndham Hotels & Resorts Inc | Sell | $15k - $50k | |
| Jun 9, 2025 | ZBRAZebra Technologies Corp. | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $50k - $100k | |
| Jun 9, 2025 | | Sell | $1k - $15k | |
| Jun 9, 2025 | KEYSKeysight Technologies Inc. | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $1k - $15k | |
| Jun 9, 2025 | | Sell | $1k - $15k | |
| Jun 9, 2025 | | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $50k - $100k | |
| Jun 9, 2025 | LPL Financial Holdings Inc | Sell | $15k - $50k | |
| Jun 9, 2025 | | Sell | $100k - $250k | |
| Jun 9, 2025 | Willscot Mobile Mini Holdings Co. | Sell | $1k - $15k | |
| Jun 5, 2025 | XLFFinancial Select Sector SPDR Fund (XLF) | Sell | $250k - $500k | |
| Jun 5, 2025 | IYTiShares Transportation Average ETF (IYT) | Sell | $100k - $250k | |
| Jun 5, 2025 | | Sell | $15k - $50k | |
| May 20, 2025 | iShares 20+ Year TreasuryBond | Buy | $100k - $250k | |
| May 16, 2025 | XLFFinancial Select Sector SPDR Fund (XLF) | Sell | $15k - $50k | |
| May 16, 2025 | | Sell | $1k - $15k | |
| May 16, 2025 | iShares 20+ Year TreasuryBond | Buy | $15k - $50k | |
| May 2, 2025 | | Sell | $250k - $500k | |
| Apr 15, 2025 | VanEck Vectors Short High-Yield Municipal Index ETF (SHYD) | Buy | $100k - $250k | |
| Mar 5, 2025 | S&P 500 futures option, opened | Sell | $250k - $500k | |
| Mar 5, 2025 | | Buy | $250k - $500k | |