| 37 | gpt-5/high | ct.house v1.0 | 0.18 | | parse: llmverify: llm | 168,027→0 | 353871ms | result{"transactions": [{"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "LLM FAMILY INVESTMENTS LP", "asset_type": "other", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-11", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "WHITTIER CALIF UN HIGH SCH DIST GO", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-07", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "NEW YORK ST DORM AUTH REVS NON ST", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-07", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "WASHINGTON ST MTR VEH FUEL TAX GO", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-13", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "VIRGINIA ST PUB BLDG AUTH PUB FACS REV", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "Braemont Partners I LP", "asset_type": "other", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "METROPOLITAN WASH D C ARPTS", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "NEW CANAAN CONN GO", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "CALIFORNIA ST GO", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "RIO RANCHO N MEX PUB SCH DIST", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "CALIFORNIA ST GO", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-08", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "LOUISIANA-PACIFIC CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-05", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "BJS WHSL CLUB HLDGS INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-04", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "HURON CONSULTING GROUP INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-08", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "MUELLER WATER PRODUCTS INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-05", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "HAYWARD HLDGS INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-04", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "HOULIHAN LOKEY INC CL A", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-04", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "VALVOLINE INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-04", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "AMPHENOL CORP CLASS A", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-26", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "MERCADOLIBRE INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-25", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "DELL TECHNOLOGIES INC CL C", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-12", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "NETAPP INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-29", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "ONEMAIN HLDGS INC COM", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-05", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "Mays-Allocate 2025 LP", "asset_type": "other", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-22", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "FTI CONSULTING INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "CARLISLE COMPANIES INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-01", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "HAYWARD HLDGS INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "FTI CONSULTING INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-01", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "MSA SAFETY INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-15", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "FAIR ISAAC CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "MUELLER WATER PRODUCTS INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "ATI INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-26", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "AMPHENOL CORP CLASS A", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-26", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "META PLATFORMS INC CLASS A", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "COHERENT CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-06", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "ATI INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-22", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "ARTHUR J. GALLAGHER & CO.", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-08", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "MASTERCARD INCORPORATED CL A", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "MASTERCARD INCORPORATED CL A", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-18", "transaction_type": "unknown", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Type and amount range checkboxes unreadable in provided scan.", "asset_name": "S&P GLOBAL INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-03", "transaction_type": "unknown", "as_reported_price": null}]}issues["Large omission: many transactions are missing — most of page 2 and all of pages 3–6 are not included (e.g., ServiceNow, Danaher, Humana, EQT, Charter, Arista, Keysight, Amazon, Microsoft, Comcast, Netflix, Spotify, Entegris, multiple S&P Global, etc.).", "Amount-of-transaction range not captured for any extracted row even though checkmarks are visible.", "Transaction type (purchase/sale/exchange) not captured for any row.", "For the rows that are present, dates and owner (SP) generally match the document."] |
| 36 | gpt-5-mini | ct.house v1.0 | 0.78 | accepted | parse: llmverify: llm | 168,027→0 | 199053ms | result{"transactions": [{"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "LLM FAMILY INVESTMENTS LP", "asset_type": "other", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-11", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "WHITTIER CALIF UN HIGH SCH DIST GO", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-11", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "NEW YORK ST DORM AUTH REVS NON ST", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-07", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "WASHINGTON ST MTR VEH FUEL TAX GO", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-13", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "VIRGINIA ST PUB BLDG AUTH PUB FACS REV", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Name partly unclear on scan; amount range not legible; set null.", "asset_name": "Braemont Partners II LP", "asset_type": "other", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "METROPOLITAN WASH D C ARPTS", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "NEW CANAAN CONN GO", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-26", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Duplicate CA GO appears twice on form; amount range not legible; set null.", "asset_name": "CALIFORNIA ST GO", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-08", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "RIO RANCHO N MEX PUB SCH DIST", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-27", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Duplicate CA GO appears twice on form; amount range not legible; set null.", "asset_name": "CALIFORNIA ST GO", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-08", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "LOUISIANA-PACIFIC CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-05", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "BJS WHSL CLUB HLDGS INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-04", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "HURON CONSULTING GROUP INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "MUELLER WATER PRODUCTS INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-29", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "HAYWARD HLDGS INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-06", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Company name partly abbreviated on scan; amount range not legible; set null.", "asset_name": "HOULIHAN LOKEY INC CL A", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-04", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "VALVOLINE INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-07", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "AMPHENOL CORP CLASS A", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-26", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "MERCADOLIBRE INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-15", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Separate transaction same security; amount range not legible; set null.", "asset_name": "MERCADOLIBRE INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-12", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "DELL TECHNOLOGIES INC CL C", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-29", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "NETAPP INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-29", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "ONEMAIN HLDGS INC COM", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Limited partnership; amount range not legible on image; set null.", "asset_name": "Mays-Allocate 2025 LP", "asset_type": "other", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-22", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "FTI CONSULTING INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "CARLISLE COMPANIES INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-01", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Duplicate on different page; amount range not legible; set null.", "asset_name": "HAYWARD HLDGS INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Separate transaction earlier in month; amount range not legible; set null.", "asset_name": "FTI CONSULTING INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-01", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible on image; set null.", "asset_name": "MSA SAFETY INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-15", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "FICO (name as reported); amount range not legible; set null.", "asset_name": "FAIR ISAAC CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible; set null.", "asset_name": "MUELLER WATER PRODUCTS INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-18", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible; set null.", "asset_name": "ATI INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-26", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Separate Amphenol entry; amount range not legible; set null.", "asset_name": "AMPHENOL CORP CLASS A", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-22", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible; set null.", "asset_name": "META PLATFORMS INC CLASS A", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible; set null.", "asset_name": "COHERENT CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-22", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Second ATI entry same date; amount range not legible; set null.", "asset_name": "ATI INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-22", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible; set null.", "asset_name": "ARTHUR J. GALLAGHER & CO.", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "One of multiple Mastercard entries; amount range not legible; set null.", "asset_name": "MASTERCARD INCORPORATED CL A", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-18", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Separate Mastercard entry; amount range not legible; set null.", "asset_name": "MASTERCARD INCORPORATED CL A", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-13", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible; set null.", "asset_name": "S&P GLOBAL INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-05", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Company name as reported; amount range not legible; set null.", "asset_name": "EVERPURE, INC. CLASS A", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-11", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible; set null.", "asset_name": "S&P GLOBAL INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-14", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible; set null.", "asset_name": "CHARTER COMMUNICATIONS INC NEW CL A", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-11", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible; set null.", "asset_name": "ARISTA NETWORKS INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-06", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "LP entry; amount range not legible; set null.", "asset_name": "Mays-Allocate 2025 LP", "asset_type": "other", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-18", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible; set null.", "asset_name": "KEYSIGHT TECHNOLOGIES INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-22", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Earlier Coherent entry; amount range not legible; set null.", "asset_name": "COHERENT CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-07", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "ADS reported; amount range not legible; set null.", "asset_name": "SIEMENS ENERGY AG SPON ADS", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-22", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "LP entry; amount range not legible; set null.", "asset_name": "Mays-Allocate 2025 LP", "asset_type": "other", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-22", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible; set null.", "asset_name": "SPOTIFY TECHNOLOGY S.A.", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-22", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible; set null.", "asset_name": "ENTEGRIS INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-26", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "LP entry; amount range not legible; set null.", "asset_name": "Mays-Allocate LP", "asset_type": "other", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-26", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Second Keysight entry; amount range not legible; set null.", "asset_name": "KEYSIGHT TECHNOLOGIES INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-26", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible; set null.", "asset_name": "SERVICENOW INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-22", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "One of multiple Danaher entries; amount range not legible; set null.", "asset_name": "DANAHER CORPORATION", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-22", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Another Mastercard entry; amount range not legible; set null.", "asset_name": "MASTERCARD INCORPORATED CL A", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-07", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "S&P entry; amount range not legible; set null.", "asset_name": "S&P GLOBAL INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-08", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "LP entry; amount range not legible; set null.", "asset_name": "Mays-Allocate LP", "asset_type": "other", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-05", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Danaher entry; amount range not legible; set null.", "asset_name": "DANAHER CORPORATION", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-18", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Danaher entry; amount range not legible; set null.", "asset_name": "DANAHER CORPORATION", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-14", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Danaher entry; amount range not legible; set null.", "asset_name": "DANAHER CORPORATION", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-04", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "LP entry; amount range not legible; set null.", "asset_name": "Mays-Allocate 2025 LP", "asset_type": "other", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible; set null.", "asset_name": "EQT CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-05", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Entry appears earlier as well; amount range not legible; set null.", "asset_name": "ARTHUR J. GALLAGHER & CO.", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-05", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Second EQT entry; amount range not legible; set null.", "asset_name": "EQT CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-27", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Humana entry; amount range not legible; set null.", "asset_name": "HUMANA INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-06", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "S&P entry; amount range not legible; set null.", "asset_name": "S&P GLOBAL INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-26", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Earlier Humana entry; amount range not legible; set null.", "asset_name": "HUMANA INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-04", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Duplicate Entegris entry; amount range not legible; set null.", "asset_name": "ENTEGRIS INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-22", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Fund name as reported; amount range not legible; set null.", "asset_name": "NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC", "asset_type": "mutual_fund", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-26", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Tax-exempt fund; amount range not legible; set null.", "asset_name": "NORTHERN INTERMED TAX EXEMPT FUND", "asset_type": "mutual_fund", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-26", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "ADS entry; amount range not legible; set null.", "asset_name": "TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-07", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amazon entry; amount range not legible; set null.", "asset_name": "AMAZON.COM", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-07", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Comcast entry; amount range not legible; set null.", "asset_name": "COMCAST CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-07", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Autodesk entry; amount range not legible; set null.", "asset_name": "AUTODESK INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-06", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Woodward entry; amount range not legible; set null.", "asset_name": "WOODWARD INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-07", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Another Comcast entry; amount range not legible; set null.", "asset_name": "COMCAST CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-05", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Microsoft entry (date as reported on form); amount range not legible; set null.", "asset_name": "MICROSOFT CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-21", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Second Woodward entry; amount range not legible; set null.", "asset_name": "WOODWARD INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-21", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Third Woodward entry; amount range not legible; set null.", "asset_name": "WOODWARD INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-13", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "TSMC ADS; amount range not legible; set null.", "asset_name": "TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-18", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "ConocoPhillips entry; amount range not legible; set null.", "asset_name": "CONOCOPHILLIPS", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-05", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "AerCap entry; amount range not legible; set null.", "asset_name": "AERCAP HOLDINGS N.V.", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-08", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Alphabet class C entry; amount range not legible; set null.", "asset_name": "ALPHABET INC CL C", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-13", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Second Alphabet class C entry; amount range not legible; set null.", "asset_name": "ALPHABET INC CL C", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-18", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Comcast entry; amount range not legible; set null.", "asset_name": "COMCAST CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-12", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Dexcom entry; amount range not legible; set null.", "asset_name": "DEXCOM INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-18", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Fund entry; amount range not legible; set null.", "asset_name": "NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC", "asset_type": "mutual_fund", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-20", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Bayer ADR entry; amount range not legible; set null.", "asset_name": "BAYER AG SPON ADR", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-07", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Second Bayer ADR entry; amount range not legible; set null.", "asset_name": "BAYER AG SPON ADR", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-29", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Uber entry; amount range not legible; set null.", "asset_name": "UBER TECHNOLOGIES INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-11", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "PTC entry; amount range not legible; set null.", "asset_name": "PTC INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-05", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Another Comcast entry; amount range not legible; set null.", "asset_name": "COMCAST CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-11", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Comcast entry at month start; amount range not legible; set null.", "asset_name": "COMCAST CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-01", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amazon entry; amount range not legible; set null.", "asset_name": "AMAZON.COM INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-28", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Alphabet class A entry; amount range not legible; set null.", "asset_name": "ALPHABET INC CL A", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-06", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Intuit entry; amount range not legible; set null.", "asset_name": "INTUIT INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-22", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Arrow Electronics entry; amount range not legible; set null.", "asset_name": "ARROW ELECTRONICS INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-01", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "AerCap entry (second on form); amount range not legible; set null.", "asset_name": "AERCAP HOLDINGS N.V.", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-20", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Fund entry; amount range not legible; set null.", "asset_name": "NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC", "asset_type": "mutual_fund", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-26", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amazon entry; amount range not legible; set null.", "asset_name": "AMAZON.COM INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-26", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Fund entry; amount range not legible; set null.", "asset_name": "NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC", "asset_type": "mutual_fund", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-18", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Amount range not legible; set null.", "asset_name": "WHITE MTNS INS GROUP LTD", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-01", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Primerica entry; amount range not legible; set null.", "asset_name": "PRIMERICA INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-01", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Comcast entry; amount range not legible; set null.", "asset_name": "COMCAST CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-18", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Microsoft entry (second on form); amount range not legible; set null.", "asset_name": "MICROSOFT CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-26", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Netflix entry; amount range not legible; set null.", "asset_name": "NETFLIX INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-14", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "FirstCash entry; amount range not legible; set null.", "asset_name": "FIRSTCASH HOLDINGS INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-27", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "CTS Corp entry; amount range not legible; set null.", "asset_name": "CTS CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-18", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Aramark entry; amount range not legible; set null.", "asset_name": "ARAMARK COM", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-01", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Visa entry (date slightly unclear on scan); amount range not legible; set null.", "asset_name": "VISA INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-21", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Tax-exempt fund entry; amount range not legible; set null.", "asset_name": "NORTHERN INTERMED TAX EXEMPT FUND", "asset_type": "mutual_fund", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-22", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Microsoft entry; amount range not legible; set null.", "asset_name": "MICROSOFT CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-22", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "School district revs (abbreviated on scan); amount range not legible; set null.", "asset_name": "ADAMS & WELD CYNTS COLO SCH DI", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-19", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Municipal security; amount range not legible; set null.", "asset_name": "KALAMAZOO MICH PUB SCHS UTLD GO", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-01", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Municipal security (abbreviated name on form); amount range not legible; set null.", "asset_name": "ALBANY DOUGHERTY GA", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-15", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "FirstCash earlier-month entry; amount range not legible; set null.", "asset_name": "FIRSTCASH HOLDINGS INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-01", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Municipal security; amount range not legible; set null.", "asset_name": "ROGERS ARK SALES & USE TAX REV BDS", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-01", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Fund entry; amount range not legible; set null.", "asset_name": "NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC", "asset_type": "mutual_fund", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-19", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Municipal security; amount range not legible; set null.", "asset_name": "LANSING MICH BRD WTR & LT UTIL SYS", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-18", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Municipal security; amount range not legible; set null.", "asset_name": "LONG BEACH CALIF UNI SCH DIST GO", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-07", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Arrow Electronics second entry; amount range not legible; set null.", "asset_name": "ARROW ELECTRONICS INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-27", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "University revenue bond; amount range not legible; set null.", "asset_name": "UNIVERSITY HOUSTON TEX UNIV REVS", "asset_type": "municipal_security", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-04", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "LLM family investments LP II; amount range not legible; set null.", "asset_name": "LLM FAMILY INVESTMENTS II LP", "asset_type": "other", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-04", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Paychex entry; amount range not legible; set null.", "asset_name": "PAYCHEX INC COM", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-12", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "CACI entry; amount range not legible; set null.", "asset_name": "CACI INTERNATIONAL INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-20", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Second Paychex entry; amount range not legible; set null.", "asset_name": "PAYCHEX INC COM", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-20", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Nucor entry; amount range not legible; set null.", "asset_name": "NUCOR CORP COM", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-12", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Sensata entry; amount range not legible; set null.", "asset_name": "SENSATA TECHNOLOGIES HOLDING PLC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-20", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Vishay entry; amount range not legible; set null.", "asset_name": "VISHAY INTERTECHNOLOGY INC", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-20", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Intel entry; amount range not legible; set null.", "asset_name": "INTEL CORP", "asset_type": "stock", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-12", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Trust name listed as asset; amount range not legible on scan; set null.", "asset_name": "LINDA MAYS MCCAUL 1999 EXEMPT TRUST", "asset_type": "other", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-14", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Vanguard Total Stock Market ETF; amount range not legible; set null.", "asset_name": "VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF", "asset_type": "etf", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-14", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Duplicate Vanguard ETF entry; amount range not legible; set null.", "asset_name": "VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF", "asset_type": "etf", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-14", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Trust name appears on form; date partly unclear on scan; amount range not legible; set null.", "asset_name": "LINDA MAYS MCCAUL 2006 DESCENDANT TRUST", "asset_type": "other", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-14", "transaction_type": "sale", "as_reported_price": null}, {"owner": "spouse", "ticker": null, "comment": "Tax-exempt fund entry; amount range not legible; set null.", "asset_name": "NORTHERN INTERMED TAX EXEMPT FUND", "asset_type": "mutual_fund", "amount_max_usd": null, "amount_min_usd": null, "transaction_date": "2026-05-26", "transaction_type": "sale", "as_reported_price": null}]}issues["Extractor captured the full set of rows and dates but left all amount ranges null. Many amount boxes (the A–K columns) are visible on the form and contain marked Xs; setting all amount_min_usd/amount_max_usd to null reduces fidelity.", "One asset name is uncertain in the scan (Braemont Partners II LP) — spelling/spacing unclear from image.", "No tickers provided — the form itself does not list ticker symbols, so tickers being null is expected but noted.", "Several asset names are abbreviated on the scanned form (e.g., municipal securities and trust names). Names in the extraction generally match those abbreviations, but some minor transcription ambiguity may remain."] |