Mark Alford

Periodic transaction report filed March 31, 2026, MO04. Member page · The Clerk's PDF (document 20034201)

Transactions

on 3 pages

Purchases

Sales

full and partial

Reported late

more than 45 days after the trade

Transactions as filed

in the order they appear on the form

#	Owner	Asset	Type	Trade date	Notified	Amount	Notes
1	Member	AMZN Amazon.com, Inc. - Common Stock (AMZN) (Stock)	Sale (partial)	Mar 16, 2026	Mar 16, 2026	$1,001 to $15,000	New. Subholding of Putnam Investments. The full transaction included the following sales: T – 37.426 shares sold @ $27.645/share BRK/B – 3 shares sold @ $493.42/share SPY – 8.318 shares sold @ $670.…
2	Member	AAPL Apple Inc. - Common Stock (AAPL) (Stock)	Sale (partial)	Mar 16, 2026	Mar 16, 2026	$1,001 to $15,000	New. Subholding of Putnam Investments. The full transaction included the following sales: T – 37.426 shares sold @ $27.645/share BRK/B – 3 shares sold @ $493.42/share SPY – 8.318 shares sold @ $670.…
3	Member	T AT&T Inc. (T) (Stock)	Sale (partial)	Mar 16, 2026	Mar 16, 2026	$1,001 to $15,000	New. Subholding of Putnam Investments. The full transaction included the following sales: T – 37.426 shares sold @ $27.645/share BRK/B – 3 shares sold @ $493.42/share SPY – 8.318 shares sold @ $670.…
4	Member	BRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) (Stock)	Sale (partial)	Mar 16, 2026	Mar 16, 2026	$1,001 to $15,000	New. Subholding of Putnam Investments. The full transaction included the following sales: T – 37.426 shares sold @ $27.645/share BRK/B – 3 shares sold @ $493.42/share SPY – 8.318 shares sold @ $670.…
5	Member	DIA - State Street SPDR Dow Jones Indust Avg ETF Trust NYSEARCA: DIA (Other)	Sale (partial)	Mar 16, 2026	Mar 16, 2026	$1,001 to $15,000	New. Subholding of Putnam Investments L: US. The full transaction included the following sales: T – 37.426 shares sold @ $27.645/share BRK/B – 3 shares sold @ $493.42/share SPY – 8.318 shares sold @ $670.…
6	Member	Invesco QQQ (Other)	Sale (partial)	Mar 16, 2026	Mar 16, 2026	$1,001 to $15,000	New. Subholding of Putnam Investments L: US. The full transaction included the following sales: T – 37.426 shares sold @ $27.645/share BRK/B – 3 shares sold @ $493.42/share SPY – 8.318 shares sold @ $670.…
7	Member	PYPL PayPal Holdings, Inc. - Common Stock (PYPL) (Stock)	Sale (partial)	Mar 16, 2026	Mar 16, 2026	$1,001 to $15,000	New. Subholding of Putnam Investments. The full transaction included the following sales: T – 37.426 shares sold @ $27.645/share BRK/B – 3 shares sold @ $493.42/share SPY – 8.318 shares sold @ $670.…
8	Member	SPYB SPDR S&P 500 Buyback ETF (SPYB) (Stock)	Sale (partial)	Mar 16, 2026	Mar 16, 2026	$1,001 to $15,000	New. Subholding of Putnam Investments. The full transaction included the following sales: T – 37.426 shares sold @ $27.645/share BRK/B – 3 shares sold @ $493.42/share SPY – 8.318 shares sold @ $670.…
9	Member	SPYB SPDR S&P 500 Buyback ETF (SPYB) (Stock)	Sale (partial)	Mar 16, 2026	Mar 16, 2026	$1,001 to $15,000	New. Subholding of Putnam Investments. The full transaction included the following sales: T – 37.426 shares sold @ $27.645/share BRK/B – 3 shares sold @ $493.42/share SPY – 8.318 shares sold @ $670.…

Read from the Clerk's e-filed PDF; the PDF is the primary source and the filer's wording is kept. Amounts are the ranges on the form. "Late" compares the trade and notification dates the filer gave against the 45-day rule and is not an ethics finding.

All of Mark Alford's reported trades Their filings