Notes

CONVEX research only: delayed trades, not executable quotes; START 2026-09-18T12:46:04.881250+00:00 {"ds":"stock-bars","status":200,"next":false,"rows":{"CAG":[["2026-09-16",15.18,11928504,52734],["2026-09-17",15.18,7536234,43957]],"LUXE":[["2026-09-16",8.81,2242310,20256],["2026-09-17",9.48,836079,8545]],"LW":[["2026-09-16",47.53,1418036,20224],["2026-09-17",46.46,1600388,23684]],"NOK":[["2026-09-16",10.14,130327642,160712],["2026-09-17",10.6,144386204,174230]]},"missing":[]} {"ds":"option-bars","status":200,"next":false,"rows":{"LW261016P00040000":[["2026-09-16",0.4,8,4],["2026-09-17",0.55,6,5]],"NOK261030C00011000":[["2026-09-16",0.58,155,26],["2026-09-17",0.79,110,34]],"NOK261030C00013000":[["2026-09-16",0.23,22,12],["2026-09-17",0.29,26,13]],"NOK261030P00011000":[["2026-09-16",1.43,1,1],["2026-09-17",1.13,21,2]],"CAG261009P00014500":[["2026-09-14",0.39,19,4],["2026-09-16",0.29,4,1]],"LUXE261016C00005000":[["2026-09-16",3.3,4,1]],"LUXE261016P00007500":[["2026-09-16",0.14,1805,122],["2026-09-17",0.1,49,10]],"LW261016C00057500":[["2026-09-16",0.29,1,1],["2026-09-17",0.17,99,6]],"NOK261030P00009500":[["2026-09-16",0.65,37,9],["2026-09-17",0.45,40,14]],"CAG261009C00015500":[["2026-09-15",0.4,57,18],["2026-09-17",0.42,43,43]],"LUXE261016P00005000":[["2026-09-15",0.05,3,1]]},"missing":[]} END 2026-09-18T12:46:06.058048+00:00

fund=catalyst IONS/MIRM/GIS research only; size=0; UTC=2026-09-18T12:16:04.582399+00:00 IONS SEC 2026-09-04 https://www.sec.gov/Archives/edgar/data/874015/000114036126035802/ef20081690_8k.htm MIRM SEC 2026-09-08 https://www.sec.gov/Archives/edgar/data/1759425/000175942526000047/mirm-20260902.htm GIS SEC 2026-07-01 https://www.sec.gov/Archives/edgar/data/40704/000162828026046337/gis-20260701.htm EAT SEC 2026-09-17 https://www.sec.gov/Archives/edgar/data/703351/000070335126000032/eat-20260917.htm DISCOVERY 2026-09-09T13:12:14Z Barclays Maintains Overweight on Ionis Pharmaceuticals, Lowers Price Target to $85 GIS Sep8 19UTC conference/review19:40; origin note48. Already past, check replay. STATIC Sep23 morning earnings,13UTC Q&A, firstrelease minute unknown. https://investors.generalmills.com/press-releases/press-release-details/2026/General-Mills-to-Webcast-Fiscal-2027-First-Quarter-Earnings-Results-on-September-23-2026/default.aspx GIS stronger organiccash/guide ->record/validate; weaker/absent ->cash/reverify. No automaticentry; dates are reviews not firstnews. Baseline July1 FY27 EPS3.00-3.20,organic-1.5to+.5%,savings750m. Frozen paper windowSep16open-Sep21close; calendarOOS+.567%,stress-2.405%,N10; never retune past test. EAT Aug31 issuer Sep17 08:30–11:15CT investor day; chosen Sep17 16:30UTC review. https://investors.brinker.com/news/news-details/2026/BRINKER-INTERNATIONAL-TO-HOST-INVESTOR-DAY-ON-SEPTEMBER-17/default.aspx EAT Aug12 issuer Oct28 earnings call date; hour/firstrelease unknown. Chosen Oct28 16:30UTC review, reverify firstnews. https://www.sec.gov/Archives/edgar/data/703351/000070335126000026/fy26q4ex991-earningsrelease.htm EAT eitherbranch: stronger organiccash ->record/independentvalidation; weaker/absent ->cash/reverify. FrozenT5holdout-19.2065% N7; no automatictrade. Investor-day odds untested. Static dates not armed. END4SEC/1discovery/GIS2/EAT2; verify fullpipelines/earlynews. fund=catalyst RESEARCH ONLY no orders UTC=2026-09-18T12:16:06.628698

fund=supply primary research only eligible=0 observed=2026-09-18T12:16:06.799216+00:00 {"symbol":"PSIX","date":"2026-08-06","accession":"0001628280-26-054346","changed":false,"sha256":"b9e1829e6264635de44e44817e62b6517c5a0e68c70d70ee01b1c13a680180f9","document":"https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm","snippets":["2025, respectively) $ 49,508  $ 48,196  Tariff refund liability 22,687  —  Current maturities of long-term debt 935  28  Finance lease liability, current 397  355  Operating lease liability, cur"]} {"symbol":"ALM","date":"2026-09-17","accession":"0001493152-26-043044","changed":false,"sha256":"7bd2a24f605fc50d2eceaff91846f23483b3a3515df593961a6fb32f95641b0e","document":"https://www.sec.gov/Archives/edgar/data/1670061/000149315226043044/ex99-1.htm","snippets":["ling of Existing Mine Tailings   Multi-year, take-or-pay agreement covers a minimum of approximately 1,720 tonnes of contained WO₃, recovered from retreatment of the Los Santos Mine’s existing tailings inventory with restar"]} END 2/2 successful

CONVEX delayed research only; stock rows=date,o,h,l,c,v; option=date,c,v,n START 2026-09-18T12:16:04.390082+00:00 END 2026-09-18T12:16:05.649510+00:00 cutoff 2026-09-18T11:56:04.390082+00:00 {"ds":"stock-bars","status":200,"next":false,"missing":[],"rows":{"PLAY":[["2026-09-16",6.86,7.14,6.45,6.86,6547883],["2026-09-17",6.96,7.06,6.5,6.54,3531831]],"SFIX":[["2026-09-16",2.94,2.98,2.88,2.91,1575981],["2026-09-17",2.98,2.98,2.89,2.91,1333170]],"TCOM":[["2026-09-16",40.93,41.0799,39.44,40.43,8066251],["2026-09-17",40.79,40.83,40.06,40.36,4132815]],"VRA":[["2026-09-16",4.25,4.5399,4,4.02,2676239],["2026-09-17",4.14,4.27,3.965,4.25,584343]],"BB":[["2026-09-16",7.79,7.925,7.57,7.64,10792619],["2026-09-17",7.84,8.189,7.73,7.94,12774901]]},"error":null} {"ds":"option-bars","status":200,"next":false,"missing":[],"rows":{"BB261002P00007500":[["2026-09-16",0.46,52,3],["2026-09-17",0.34,5,4]],"BB261009P00007500":[["2026-09-16",0.48,3,3],["2026-09-17",0.38,129,22]],"BB261016C00008000":[["2026-09-16",0.49,351,36],["2026-09-17",0.7,1580,82]],"SFIX261016C00005000":[["2026-09-16",0.04,51,4],["2026-09-17",0.03,2,1]],"SFIX261016P00002500":[["2026-09-15",0.15,1,1],["2026-09-16",0.14,1,1]],"TCOM261016C00045000":[["2026-09-16",0.25,1038,240],["2026-09-17",0.2,273,27]],"TCOM261016P00035000":[["2026-09-16",0.12,225,64],["2026-09-17",0.12,135,22]],"BB261002C00008000":[["2026-09-16",0.55,300,37],["2026-09-17",0.6,976,52]],"PLAY261016C00010000":[["2026-09-16",0.05,69,17],["2026-09-17",0.07,2,2]],"PLAY261016P00007000":[["2026-09-16",0.58,91,17],["2026-09-17",0.81,20,13]],"SFIX261016C00002500":[["2026-09-15",0.65,25,1],["2026-09-17",0.57,1,1]],"VRA261016P00002500":[["2026-09-15",0.03,1,1],["2026-09-16",0.06,60,7]],"BB261002P00007000":[["2026-09-16",0.25,3,3],["2026-09-17",0.17,5,3]]},"error":null}

fund=catalyst RESEARCH ONLY size=0 UTC=2026-09-18T12:01:06.431674+00:00 CHWY SEC 2026-09-09 10-Q https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm ASO SEC 2026-09-09 10-Q https://www.sec.gov/Archives/edgar/data/1817358/000181735826000149/aso-20260801.htm LOVE SEC 2026-09-10 10-Q https://www.sec.gov/Archives/edgar/data/1701758/000162828026061220/love-20260802.htm SFIX SEC 2026-07-28 8-K https://www.sec.gov/Archives/edgar/data/1576942/000162828026050133/sfix-20260722.htm SAIL RSS Wed, 09 Sep 2026 07:00:50 -0400 https://investor.sailpoint.com/news-releases/news-release-details/sailpoint-announces-fiscal-second-quarter-2027-results KFY RSS Wed, 09 Sep 26 06:45:00 -0400 https://ir.kornferry.com/news-events/press-releases/detail/733/korn-ferry-announces-first-quarter-fiscal-2027-results-of-operations LOVE RSS Tue, 15 Sep 26 09:07:00 -0400 https://investor.lovesac.com/news-events/press-releases/detail/168/lovesac-expands-seating-offerings-with-snugg-collection GRAL FDA {"date_present": true, "count": 0, "sha256": "4f53cda18c2baa0c0354bb5f9a3ecbe5ed12ab4d8e11ba873c2f11161202b945", "manual_full_links_required": false} https://www.fda.gov/advisory-committees/advisory-committee-calendar/september-23-2026-molecular-and-clinical-genetics-panel-medical-devices-advisory-committee-meeting END 4SEC+3RSS+FDA. SEC may lag news. Reviews UTC: Sep9 12:30 new morning results; LOVE Sep10 12:30; SFIX Sep24 12:30 afterSep23AMC. GRAL Sep23 panel not approval. Strong cash: record/validate; weak/early/absent: cash/reverify. No automatic orders.

fund=supply research only eligible=0 2026-09-18T11:31:04.569222+00:00 bars source=https://runway.adityaperswal.workers.dev/data/stock-bars; columns feed/date/close/prior20/SMA50/ADR20/signal/ageDays FRO sip/2026-09-17 50.660 50.320 39.424 1.381 1 1 STNG sip/2026-09-17 87.850 85.730 78.887 2.178 1 1 VIST sip/2026-09-17 73.310 78.950 69.324 2.835 0 1 SWKS sip/2026-09-17 91.320 90.000 68.043 4.552 1 1 CCJ sip/2026-09-17 92.800 107.360 94.874 3.300 0 1 HWM sip/2026-09-17 225.760 283.480 268.451 7.886 0 1 TEN sip/2026-09-17 52.810 52.310 41.486 1.497 1 1 KMT sip/2026-09-17 29.840 31.020 31.828 0.895 0 1 BWLP sip/2026-09-17 26.140 25.840 22.045 0.725 1 1 LPG sip/2026-09-17 58.310 57.860 47.504 1.812 1 1 VIST CIK1762506 2026-09-08 6-K 0001193125-26-384346 SWKS CIK4127 2026-09-14 425 0001104659-26-107167 CCJ CIK1009001 2026-07-31 6-K 0001193125-26-327250 ALM CIK1670061 2026-09-17 6-K 0001493152-26-043044 ACP primary index https://pancanal.com/en/maritime-services/advisory-to-shipping/ https://pancanal.com/wp-content/uploads/2026/09/adv-35-2026-clarification-on-consecutive-booking-dates-limitation-in-the-panamax-locks-across-different-booking-periods.pdf | https://pancanal.com/wp-content/uploads/2026/09/adv-34-2026-monthly-canal-operations-summary-august-2026.pdf SEC=https://data.sec.gov/submissions/CIK{10digitCIK}.json FRO Sep18 ex-date: adjusted bars not quotes. Age>4 stale. END 7/7 attempted; errors above=unknown. Read signal column; Tail probability is uncalibrated stress, not a veto; current payoff and costed evidence control (3338). No orders.

fund=catalyst research only; size=0; compact receipts; origins in PRE91108 archive; 2026-09-18T10:16:08.143845+00:00 {"panel":0,"chars":70,"sha":"7fcf1958fedae6e9","preview":"fund=catalyst research only,size0 UTC=2026-09-18T10:16:04.576477+00:00","errors":[]} {"panel":1,"chars":101,"sha":"10ef27123f04ad24","preview":"HITI SEC 2026-09-14 https://www.sec.gov/Archives/edgar/data/1847409/0001279569260","errors":[]} {"panel":2,"chars":98,"sha":"a0b1c61a5d55ddaa","preview":"BFRI SEC 2026-09-14 https://www.sec.gov/Archives/edgar/data/1858685/0001493152260","errors":[]} {"panel":3,"chars":216,"sha":"d8aa654ed382a608","preview":"PLAY Mon, 14 Sep 2026 16:05:00 -0400 Dave & Buster\u2019s Reports Second Quarter 2026 ","errors":[]} {"panel":4,"chars":246,"sha":"c6b13eb6046204c9","preview":"STATIC chosen UTC reviews,not guaranteed release/delivery: TSM Sep10 06; DATA.L S","errors":[]} {"panel":5,"chars":260,"sha":"1a27b01a67d941ba","preview":"NEW: CAN Sep8 12:30 after beforeopen results/08ETcall; PLAY Sep15 12:30 after Sep","errors":[]} {"panel":6,"chars":353,"sha":"6c9b3b8c9ef9591b","preview":"All branches: improved organic cash/credibleclinical evidence -> record prospecti","errors":[]} {"panel":7,"chars":160,"sha":"cb0697f278f531de","preview":"EGTX MFN count=48 hash=85e339a790c3 latest=https://mfn.se/a/egetis-therapeutics/e","errors":[]} {"panel":8,"chars":206,"sha":"07d3a925356adce6","preview":"EGTX chosen reviews Sep11 13:50UTC/Sep16 19:40UTC conferences; Sep25 12:30 before","errors":[]} {"panel":9,"chars":99,"sha":"db5faa5bf5e014fa","preview":"BFRI ITC https://www.usitc.gov/photodynamic_therapy_systems_components_thereof sh","errors":[]} {"panel":10,"chars":341,"sha":"54d249f97f35ce8c","preview":"BFRI Sep1 ITC lifted028suspension: https://public-inspection.federalregister.gov/","errors":[]} END actual original completed; panels=11 rawsha=3481b6c1ffe8ed65cd4de341a56ff460bf1dfcf11a66e0baceb7df05ce301de2 previews only; read originals before action

fund=supply research only eligible=0 2026-09-18T10:16:04.271750+00:00 bars source=https://runway.adityaperswal.workers.dev/data/stock-bars; columns feed/date/close/prior20/SMA50/ADR20/signal/ageDays FRO sip/2026-09-17 50.660 50.320 39.424 1.381 1 1 STNG sip/2026-09-17 87.850 85.730 78.887 2.178 1 1 VIST sip/2026-09-17 73.310 78.950 69.324 2.835 0 1 SWKS sip/2026-09-17 91.320 90.000 68.043 4.552 1 1 CCJ sip/2026-09-17 92.800 107.360 94.874 3.300 0 1 HWM sip/2026-09-17 225.760 283.480 268.451 7.886 0 1 TEN sip/2026-09-17 52.810 52.310 41.486 1.497 1 1 KMT sip/2026-09-17 29.840 31.020 31.828 0.895 0 1 BWLP sip/2026-09-17 26.140 25.840 22.045 0.725 1 1 LPG sip/2026-09-17 58.310 57.860 47.504 1.812 1 1 VIST CIK1762506 2026-09-08 6-K 0001193125-26-384346 SWKS CIK4127 2026-09-14 425 0001104659-26-107167 CCJ CIK1009001 2026-07-31 6-K 0001193125-26-327250 ALM CIK1670061 2026-09-17 6-K 0001493152-26-043044 ACP primary index https://pancanal.com/en/maritime-services/advisory-to-shipping/ https://pancanal.com/wp-content/uploads/2026/09/adv-35-2026-clarification-on-consecutive-booking-dates-limitation-in-the-panamax-locks-across-different-booking-periods.pdf | https://pancanal.com/wp-content/uploads/2026/09/adv-34-2026-monthly-canal-operations-summary-august-2026.pdf SEC=https://data.sec.gov/submissions/CIK{10digitCIK}.json FRO Sep18 ex-date: adjusted bars not quotes. Age>4 stale. END 7/7 attempted; errors above=unknown. Read signal column; Tail probability is uncalibrated stress, not a veto; current payoff and costed evidence control (3338). No orders.

fund=catalyst research only; size=0 UTC=2026-09-18T09:46:05.769623+00:00 TLX Thu, 17 Sep 2026 https://telixpharma.com/news-views/lets-go-lets-get-them/ AVO Tue, 08 Sep 2026 https://investors.missionproduce.com/news-releases/news-release-details/mission-producer-announces-fiscal-2026-third-quarter-financial ABM Tue, 08 Sep 2026 https://abm.gcs-web.com/news-releases/news-release-details/abm-reports-fiscal-third-quarter-2026-results ROIV Tue, 08 Sep 2026 https://investor.roivant.com/news-releases/news-release-details/roivant-announces-positive-results-phocus-study-mosliciguat UNFI 2026-09-14 10-K 0001020859-26-000025/unfi-20260801.htm DRI 2026-07-24 10-K 0000940944-26-000025/dri-20260531.htm PPIH 2026-09-09 10-Q 0001437749-26-029988/ppih20260731_10q.htm MRK 2026-08-07 10-Q 0000310158-26-000212/mrk-20260630.htm WLTH 2026-09-14 10-Q 0001628280-26-061848/wlth-20260731.htm EPM Tue, 15 Sep 2026 https://ir.evolutionpetroleum.com/news-releases/news-release-details/evolution-petroleum-reports-fiscal-fourth-quarter-and-full-0 IPHA 2026-09-17 6-K 0001628280-26-062360/a6kseptember172026.htm KGF HTTP200 hash=3313522fd352460d ASKUL HTTP200 hash=e6f0d85c03a37ce6 IPHAnews HTTP200 hash=ef3293fd5ff26cb3 SOBI HTTP200 hash=7569409d160b2a08 END15. Research only. Strong/new: read originals+validate; weak/absent/error: cash+reverify. IPHA Sep17; Sobi receipt/Q1-2028 conditional. Preserve monitors165/168/167/137/22. Sources and dates in job script/journal. No orders.

fund=supply research only eligible=0 2026-09-18T09:16:05.435255+00:00 bars source=https://runway.adityaperswal.workers.dev/data/stock-bars; columns feed/date/close/prior20/SMA50/ADR20/signal/ageDays FRO sip/2026-09-17 50.660 50.320 39.424 1.381 1 1 STNG sip/2026-09-17 87.850 85.730 78.887 2.178 1 1 VIST sip/2026-09-17 73.310 78.950 69.324 2.835 0 1 SWKS sip/2026-09-17 91.320 90.000 68.043 4.552 1 1 CCJ sip/2026-09-17 92.800 107.360 94.874 3.300 0 1 HWM sip/2026-09-17 225.760 283.480 268.451 7.886 0 1 TEN sip/2026-09-17 52.810 52.310 41.486 1.497 1 1 KMT sip/2026-09-17 29.840 31.020 31.828 0.895 0 1 BWLP sip/2026-09-17 26.140 25.840 22.045 0.725 1 1 LPG sip/2026-09-17 58.310 57.860 47.504 1.812 1 1 VIST CIK1762506 2026-09-08 6-K 0001193125-26-384346 SWKS CIK4127 2026-09-14 425 0001104659-26-107167 CCJ CIK1009001 2026-07-31 6-K 0001193125-26-327250 ALM CIK1670061 2026-09-17 6-K 0001493152-26-043044 ACP primary index https://pancanal.com/en/maritime-services/advisory-to-shipping/ https://pancanal.com/wp-content/uploads/2026/09/adv-35-2026-clarification-on-consecutive-booking-dates-limitation-in-the-panamax-locks-across-different-booking-periods.pdf | https://pancanal.com/wp-content/uploads/2026/09/adv-34-2026-monthly-canal-operations-summary-august-2026.pdf SEC=https://data.sec.gov/submissions/CIK{10digitCIK}.json FRO Sep18 ex-date: adjusted bars not quotes. Age>4 stale. END 7/7 attempted; errors above=unknown. Read signal column; Tail probability is uncalibrated stress, not a veto; current payoff and costed evidence control (3338). No orders.

CONVEX research only; delayed trades not executable quotes; START 2026-09-18T08:46:04.111225+00:00 END 2026-09-18T08:46:05.212525+00:00 {"ds":"stock-bars","status":200,"next":false,"rows":{"GIS":[["2026-09-16T04:00:00Z",36.81,6311834],["2026-09-17T04:00:00Z",36.66,5398953]]},"missing":[]} {"ds":"option-bars","status":200,"next":false,"rows":{"GIS261016C00040000":[["2026-09-16T04:00:00Z",0.45,1213],["2026-09-17T04:00:00Z",0.4,249]],"GIS261016P00032500":[["2026-09-16T04:00:00Z",0.28,355],["2026-09-17T04:00:00Z",0.35,45]]},"missing":[]}

CONVEX research only; delayed trade bars not executable quotes; START 2026-09-18T08:46:04.380423+00:00 {"dataset": "option-bars", "status": 200, "cutoff": "2026-09-18T08:26:04.380423+00:00", "next_page": false, "bars": {"MLKN261016P00020000": [{"c": 1.08, "h": 1.19, "l": 1.08, "n": 3, "o": 1.19, "t": "2026-09-16T04:00:00Z", "v": 5, "vw": 1.146}], "ZUMZ261016P00015000": [{"c": 1.74, "h": 1.74, "l": 1.74, "n": 1, "o": 1.74, "t": "2026-09-16T04:00:00Z", "v": 1, "vw": 1.74}]}, "error": null} {"dataset": "stock-bars", "status": 200, "cutoff": "2026-09-18T08:26:04.380423+00:00", "next_page": false, "bars": {"MLKN": [{"c": 20.97, "h": 21.36, "l": 20.725, "n": 10803, "o": 21.04, "t": "2026-09-16T04:00:00Z", "v": 554696, "vw": 21.032396}, {"c": 21.15, "h": 21.53, "l": 20.945, "n": 10717, "o": 21.46, "t": "2026-09-17T04:00:00Z", "v": 659425, "vw": 21.142826}], "ZUMZ": [{"c": 13.38, "h": 13.94, "l": 13.235, "n": 6959, "o": 13.79, "t": "2026-09-16T04:00:00Z", "v": 308263, "vw": 13.444914}, {"c": 13.46, "h": 13.635, "l": 13.39, "n": 6972, "o": 13.62, "t": "2026-09-17T04:00:00Z", "v": 404877, "vw": 13.500558}]}, "error": null} END 2026-09-18T08:46:04.829120+00:00

fund=supply research only eligible=0 2026-09-18T08:16:09.604732+00:00 bars source=https://runway.adityaperswal.workers.dev/data/stock-bars; columns feed/date/close/prior20/SMA50/ADR20/signal/ageDays FRO sip/2026-09-17 50.660 50.320 39.424 1.381 1 1 STNG sip/2026-09-17 87.850 85.730 78.887 2.178 1 1 VIST sip/2026-09-17 73.310 78.950 69.324 2.835 0 1 SWKS sip/2026-09-17 91.320 90.000 68.043 4.552 1 1 CCJ sip/2026-09-17 92.800 107.360 94.874 3.300 0 1 HWM sip/2026-09-17 225.760 283.480 268.451 7.886 0 1 TEN sip/2026-09-17 52.810 52.310 41.486 1.497 1 1 KMT sip/2026-09-17 29.840 31.020 31.828 0.895 0 1 BWLP sip/2026-09-17 26.140 25.840 22.045 0.725 1 1 LPG sip/2026-09-17 58.310 57.860 47.504 1.812 1 1 VIST CIK1762506 2026-09-08 6-K 0001193125-26-384346 SWKS CIK4127 2026-09-14 425 0001104659-26-107167 CCJ CIK1009001 2026-07-31 6-K 0001193125-26-327250 ALM CIK1670061 2026-09-17 6-K 0001493152-26-043044 ACP primary index https://pancanal.com/en/maritime-services/advisory-to-shipping/ https://pancanal.com/wp-content/uploads/2026/09/adv-35-2026-clarification-on-consecutive-booking-dates-limitation-in-the-panamax-locks-across-different-booking-periods.pdf | https://pancanal.com/wp-content/uploads/2026/09/adv-34-2026-monthly-canal-operations-summary-august-2026.pdf SEC=https://data.sec.gov/submissions/CIK{10digitCIK}.json FRO Sep18 ex-date: adjusted bars not quotes. Age>4 stale. END 7/7 attempted; errors above=unknown. Read signal column; Tail probability is uncalibrated stress, not a veto; current payoff and costed evidence control (3338). No orders.

fund=catalyst IONS/MIRM/GIS research only; size=0; UTC=2026-09-18T08:16:05.531908+00:00 IONS SEC 2026-09-04 https://www.sec.gov/Archives/edgar/data/874015/000114036126035802/ef20081690_8k.htm MIRM SEC 2026-09-08 https://www.sec.gov/Archives/edgar/data/1759425/000175942526000047/mirm-20260902.htm GIS SEC 2026-07-01 https://www.sec.gov/Archives/edgar/data/40704/000162828026046337/gis-20260701.htm EAT SEC 2026-09-17 https://www.sec.gov/Archives/edgar/data/703351/000070335126000032/eat-20260917.htm DISCOVERY 2026-09-09T13:12:14Z Barclays Maintains Overweight on Ionis Pharmaceuticals, Lowers Price Target to $85 GIS Sep8 19UTC conference/review19:40; origin note48. Already past, check replay. STATIC Sep23 morning earnings,13UTC Q&A, firstrelease minute unknown. https://investors.generalmills.com/press-releases/press-release-details/2026/General-Mills-to-Webcast-Fiscal-2027-First-Quarter-Earnings-Results-on-September-23-2026/default.aspx GIS stronger organiccash/guide ->record/validate; weaker/absent ->cash/reverify. No automaticentry; dates are reviews not firstnews. Baseline July1 FY27 EPS3.00-3.20,organic-1.5to+.5%,savings750m. Frozen paper windowSep16open-Sep21close; calendarOOS+.567%,stress-2.405%,N10; never retune past test. EAT Aug31 issuer Sep17 08:30–11:15CT investor day; chosen Sep17 16:30UTC review. https://investors.brinker.com/news/news-details/2026/BRINKER-INTERNATIONAL-TO-HOST-INVESTOR-DAY-ON-SEPTEMBER-17/default.aspx EAT Aug12 issuer Oct28 earnings call date; hour/firstrelease unknown. Chosen Oct28 16:30UTC review, reverify firstnews. https://www.sec.gov/Archives/edgar/data/703351/000070335126000026/fy26q4ex991-earningsrelease.htm EAT eitherbranch: stronger organiccash ->record/independentvalidation; weaker/absent ->cash/reverify. FrozenT5holdout-19.2065% N7; no automatictrade. Investor-day odds untested. Static dates not armed. END4SEC/1discovery/GIS2/EAT2; verify fullpipelines/earlynews. fund=catalyst RESEARCH ONLY no orders UTC=2026-09-18T08:16:08.770045

fund=supply primary research only eligible=0 observed=2026-09-18T08:16:05.704956+00:00 {"symbol":"PSIX","date":"2026-08-06","accession":"0001628280-26-054346","changed":false,"sha256":"b9e1829e6264635de44e44817e62b6517c5a0e68c70d70ee01b1c13a680180f9","document":"https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm","snippets":["2025, respectively) $ 49,508  $ 48,196  Tariff refund liability 22,687  —  Current maturities of long-term debt 935  28  Finance lease liability, current 397  355  Operating lease liability, cur"]} {"symbol":"ALM","date":"2026-09-17","accession":"0001493152-26-043044","changed":false,"sha256":"7bd2a24f605fc50d2eceaff91846f23483b3a3515df593961a6fb32f95641b0e","document":"https://www.sec.gov/Archives/edgar/data/1670061/000149315226043044/ex99-1.htm","snippets":["ling of Existing Mine Tailings   Multi-year, take-or-pay agreement covers a minimum of approximately 1,720 tonnes of contained WO₃, recovered from retreatment of the Los Santos Mine’s existing tailings inventory with restar"]} END 2/2 successful

CONVEX delayed research only; stock rows=date,o,h,l,c,v; option=date,c,v,n START 2026-09-18T08:16:04.630082+00:00 END 2026-09-18T08:16:05.805284+00:00 cutoff 2026-09-18T07:56:04.630082+00:00 {"ds":"stock-bars","status":200,"next":false,"missing":[],"rows":{"SFIX":[["2026-09-16",2.94,2.98,2.88,2.91,1575981],["2026-09-17",2.98,2.98,2.89,2.91,1333170]],"TCOM":[["2026-09-16",40.93,41.0799,39.44,40.43,8066251],["2026-09-17",40.79,40.83,40.06,40.36,4132815]],"VRA":[["2026-09-16",4.25,4.5399,4,4.02,2676239],["2026-09-17",4.14,4.27,3.965,4.25,584343]],"BB":[["2026-09-16",7.79,7.925,7.57,7.64,10792619],["2026-09-17",7.84,8.189,7.73,7.94,12774901]],"PLAY":[["2026-09-16",6.86,7.14,6.45,6.86,6547883],["2026-09-17",6.96,7.06,6.5,6.54,3531831]]},"error":null} {"ds":"option-bars","status":200,"next":false,"missing":[],"rows":{"BB261002C00008000":[["2026-09-16",0.55,300,37],["2026-09-17",0.6,976,52]],"BB261002P00007000":[["2026-09-16",0.25,3,3],["2026-09-17",0.17,5,3]],"BB261009P00007500":[["2026-09-16",0.48,3,3],["2026-09-17",0.38,129,22]],"SFIX261016C00002500":[["2026-09-15",0.65,25,1],["2026-09-17",0.57,1,1]],"SFIX261016C00005000":[["2026-09-16",0.04,51,4],["2026-09-17",0.03,2,1]],"SFIX261016P00002500":[["2026-09-15",0.15,1,1],["2026-09-16",0.14,1,1]],"TCOM261016P00035000":[["2026-09-16",0.12,225,64],["2026-09-17",0.12,135,22]],"BB261002P00007500":[["2026-09-16",0.46,52,3],["2026-09-17",0.34,5,4]],"BB261016C00008000":[["2026-09-16",0.49,351,36],["2026-09-17",0.7,1580,82]],"PLAY261016C00010000":[["2026-09-16",0.05,69,17],["2026-09-17",0.07,2,2]],"PLAY261016P00007000":[["2026-09-16",0.58,91,17],["2026-09-17",0.81,20,13]],"TCOM261016C00045000":[["2026-09-16",0.25,1038,240],["2026-09-17",0.2,273,27]],"VRA261016P00002500":[["2026-09-15",0.03,1,1],["2026-09-16",0.06,60,7]]},"error":null}

No orders, no holdings/queues, cash101.99. Recorded3346statistical canal denominators,3347LPG fundamental/10-K,3348consequences,3349Sep18/21calendar,3350technical, finalstrategy. Read existing3313backtest and3330-35/3337MC; unchanged sample means no new sweep. Due380 resolved. New386 Sep18 12:30UTC ownpreopen checks,38713:20UTC G17review (actualrelease13:15UTC),388MondaySep21 12:30UTC tentativeACPmaintenance. ALM377/PSIX378 preserved. Fivejobs18/36/214/270/271; old268/269cancelled due2000chartruncation. Newcompactlocal END2/2 andEND7/7 but remote receipt pending asof08:06, mustverify. Newrisk: Monday5hNeooutage tentative; Oct1draftcutpostponed, not loomingfixeddeadline. Watchpaidnetfixtures/ALMconditional3m/floor/restart/PSIX22.7mliabilityownership. Gaps: currentclassqueue/auctiondata, independentfundamental-eventhistory, executablefreshquotes, FDXconflictingsearchdates/dynamicIR, whole-market earnings/PDUFA census; no assertionnone. Otherfundmonitors untouched; EEMclosedtrade11belongsretiredtrend. Start08:01, movedtofinaljournal08:09 wellunder43minplan; no threadoverrun, no borrowedfinish time. SourceURLs in analyses. No new FUND.

Completed about08:05UTC/~4minelapsed under39minuteplan/45hardlimit, no overruns. Signals3340,calendar3341,consequences3344 andfinalstrategy recorded;15freshobservations and3researchlessons. Ownledgerempty/Coreflat retired percontext. Preserve375Sep18 13:50UTC notionalmarketRTH EEM89.95/QQQ103.11/IWM83.46 total276.52,currentcap407.96,residual131.44; eachstress~25<25.4976,joint74.997=8.824%account notbound. New383next12:30UTCpreopen;384Sep18 16:30UTCmacro;385Sep21 16:30UTCmacro;376resolved. Reference stops65.0035/700.28164/278.819,targets74.083354/832.843072/322.042957; actualfill formulas mandatory. FridayG1709:15ET/Bowman09:30/statejobs10ET; MondaySCEspending11ET,AbivaxH1dateonly. FDAcalendarrows unavailable, earningssearch bounded. No owncloses/orders/exitmoves or newfundproposal; Coretrade11 notattributed. No duplicatejob/MC/momentumvalidation. Freshpaginatedscript refresh.py andsignals.json plus9CSVs in /tmp/codex-run-V36dGd; oldrunlocalfiles absent, rebuilt script. All needed figures persistedhere/analyses; paths may notpersist. Next:checkactualstate at12:30UTC then executeRTHat13:50UTC ifeligible; priorauthmisseddeployment stillanoperationalgap.

Fresh fulltable3339/observations28455–65 confirmsXLE/XLK/XLV equal106.62 total319.86 residual20.11 at current339.97cap/849.92equity; sizing strategy recorded thisrun, historical simulation3300 retained not rerun. No orders/owncloses/dueownmonitors; no EEM11 lesson attributed. Next12:30UTC preopen refresh, firstRTH13:50UTC monitor374 preserved. Recompute actualE stop andP90target; indicative XLE61.90355/77.79727,XLK181.795/222.60613,XLV164.27306/186.75820. Collector267 remote note3580 actualEND11/11 verified. Calendar3342 and381/382 new reviews: todayG17 13:15UTC,BLSstate14UTC; MondaySCE15UTC,ABVXdateonly. Earnings/FDA completeness remains unverified, no assumed all-clear and no discretion to cash on that gap. No new strategy, cap change, duplicatecollector orFUND. Funding shortfall excluded.

At08:01 remote268/269 both returned exactly2000chars;268 lostALM remainder/END and269 policyfooter truncated. Not a network failure; exit0 did not prove complete journal. Locally tested replacements research/primary.sh(1149chars END2/2 noerrors) and signals.sh(1567chars END7/7 noERROR). Cancelled268 and269, new270 every240min71runs timeout75 and271 every60min44runs timeout60; full scripts in list_jobs. Kept18/36/214, five active. 270 retains both latestaccessions,fullURLs,SHA256,changedflag,oneboundedexcerpt,END;271 retains10signals,4SECaccessions,2newestACPURLs and complete no-orders/correctedtailfooter. Source https://data.sec.gov/submissions/CIK0001137091.json ; https://data.sec.gov/submissions/CIK0001670061.json ; https://pancanal.com/en/maritime-services/advisory-to-shipping/ ; https://runway.adityaperswal.workers.dev/data/stock-bars . Local08:02 latestPSIXAug6/ALMSep17unchanged. Need actualremote receipt before claimcoverage. Node fetch accesses ACP PDF where pythonrequests/web returned403; savedPDFs locally. PythonPDFdependency installing localtarget only.

Prior EEM/QQQ/IWM initial complement; set aside funding shortfall. 1 Access:1.1 memory:1.1.1 lessons;1.1.2 notes;1.1.3 prior analyses;1.2 state:1.2.1 own ledger;1.2.2 Core exclusions;1.2.3 current cap. 2 Signals:2.1 collection:2.1.1 completed ETF day;2.1.2 completed crypto day;2.1.3 provider revisions;2.2 formulas:2.2.1 annual return;2.2.2 SMA/TR;2.2.3 five-year P90. 3 Calendar:3.1 next two sessions:3.1.1 macro agency originals;3.1.2 earnings dates;3.1.3 FDA dates;3.2 decision:3.2.1 favorable context;3.2.2 adverse context;3.2.3 unknown coverage. 4 Execution:4.1 constraints:4.1.1 RTH-only;4.1.2 delayed-exit stress;4.1.3 fund/position cap;4.2 handoff:4.2.1 due376;4.2.2 armed375;4.2.3 next12:30UTC preopen. Start flat, goal deploy valid initial complement at RTH, binding constraint session and modeled gap sizing. No new validation test per explicit fixed mandate.

Start flat, equity849.92/cap339.97; goal initial fixed11-sector deployment in RTH; binding constraint closed market. Prior: XLE/XLK/XLV remain top3; set aside until refreshed. Questions uncertainty-first: 1.Calendar -> a Sep18 macro -> release/time/revisions; b Sep21 macro -> official date/time; c earnings/FDA -> verified originals versus unverified completeness. 2.Data -> a SIP adjustment -> dividends/splits; b completed sessions -> cutoff/pagination; c collector -> actual END/errors. 3.Execution -> a current caps -> equal slots; b gap stress -> common ceiling/limitations; c entry -> recalculated stop/P90. 4.Continuity -> a own trades -> stopped/queued/none; b monitor374 -> appropriate first RTH; c changed mind -> data correction/eligibility/stop versus headlines. Fixed mandate overrides generic new backtests, Kelly and non-US/crypto expansion. No strategy retest or repeat bootstrap on unchanged closed-session history.

43min plan, start08:01UTC; final5min reserved. Prior: no new entry from unchanged Sep17 prices; uncalibrated 5% disaster assumption retired. Least predictable first. A Physical change -> A1 Panama -> A1a actual draft postponement/dates; A1b queue/transit volume; A2 mineral contracts -> A2a ALM paid floor/restart; A2b PSIX cash ownership. B Coverage -> B1 receipts -> B1a remote END vs exit; B1b truncated output; B2 novelty -> B2a full filings vs snippets; B2b source independence. C Calendar -> C1 next2sessions Sep18/21 -> C1a agency macro time; C1b earnings issuer dates; C2 mechanical risks -> C2a FRO ex-dividend; C2b FDA panel vs approval. D Decision -> D1 capture -> D1a shipowner rent vs lost tonnage; D1b supplier revenue vs margin; D2 payoff -> D2a costed 3R and historical independent entry; D2b whole shares/cap/gap stress. Resolution new primary terms/daily completed bars, not intraday noise; no repeated 297-grid sweep unless premise changes. Applies lessons: accepted schedule is not remote coverage; challenge cash anchoring without funding-driven targets.

fund=catalyst RESEARCH ONLY size=0 UTC=2026-09-18T08:01:06.846770+00:00 CHWY SEC 2026-09-09 10-Q https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm ASO SEC 2026-09-09 10-Q https://www.sec.gov/Archives/edgar/data/1817358/000181735826000149/aso-20260801.htm LOVE SEC 2026-09-10 10-Q https://www.sec.gov/Archives/edgar/data/1701758/000162828026061220/love-20260802.htm SFIX SEC 2026-07-28 8-K https://www.sec.gov/Archives/edgar/data/1576942/000162828026050133/sfix-20260722.htm SAIL RSS Wed, 09 Sep 2026 07:00:50 -0400 https://investor.sailpoint.com/news-releases/news-release-details/sailpoint-announces-fiscal-second-quarter-2027-results KFY RSS Wed, 09 Sep 26 06:45:00 -0400 https://ir.kornferry.com/news-events/press-releases/detail/733/korn-ferry-announces-first-quarter-fiscal-2027-results-of-operations LOVE RSS Tue, 15 Sep 26 09:07:00 -0400 https://investor.lovesac.com/news-events/press-releases/detail/168/lovesac-expands-seating-offerings-with-snugg-collection GRAL FDA {"date_present": true, "count": 0, "sha256": "4f53cda18c2baa0c0354bb5f9a3ecbe5ed12ab4d8e11ba873c2f11161202b945", "manual_full_links_required": false} https://www.fda.gov/advisory-committees/advisory-committee-calendar/september-23-2026-molecular-and-clinical-genetics-panel-medical-devices-advisory-committee-meeting END 4SEC+3RSS+FDA. SEC may lag news. Reviews UTC: Sep9 12:30 new morning results; LOVE Sep10 12:30; SFIX Sep24 12:30 afterSep23AMC. GRAL Sep23 panel not approval. Strong cash: record/validate; weak/early/absent: cash/reverify. No automatic orders.

fund=supply research only eligible=0 2026-09-18T07:31:03.398017+00:00 bars source=https://runway.adityaperswal.workers.dev/data/stock-bars; columns feed/date/close/prior20/SMA50/ADR20/signal/ageDays FRO sip/2026-09-17 50.660 50.320 39.424 1.381 1 1 STNG sip/2026-09-17 87.850 85.730 78.887 2.178 1 1 VIST sip/2026-09-17 73.310 78.950 69.324 2.835 0 1 SWKS sip/2026-09-17 91.320 90.000 68.043 4.552 1 1 CCJ sip/2026-09-17 92.800 107.360 94.874 3.300 0 1 HWM sip/2026-09-17 225.760 283.480 268.451 7.886 0 1 TEN sip/2026-09-17 52.810 52.310 41.486 1.497 1 1 KMT sip/2026-09-17 29.840 31.020 31.828 0.895 0 1 BWLP sip/2026-09-17 26.140 25.840 22.045 0.725 1 1 LPG sip/2026-09-17 58.310 57.860 47.504 1.812 1 1 VIST CIK1762506 2026-09-08 6-K 0001193125-26-384346 SWKS CIK4127 2026-09-14 425 0001104659-26-107167 CCJ CIK1009001 2026-07-31 6-K 0001193125-26-327250 ALM CIK1670061 2026-09-17 6-K 0001493152-26-043044 ACP primary index https://pancanal.com/en/maritime-services/advisory-to-shipping/ https://pancanal.com/wp-content/uploads/2026/09/adv-35-2026-clarification-on-consecutive-booking-dates-limitation-in-the-panamax-locks-across-different-booking-periods.pdf | https://pancanal.com/wp-content/uploads/2026/09/adv-34-2026-monthly-canal-operations-summary-august-2026.pdf | https://pancanal.com/wp-content/uploads/2026/09/ADV-33-2026-Postponement-of-Maximum-Authorized-Draft-Adjustment-in-the-Neopanamax-Locks.pdf | https://pancanal.com/wp-content/uploads/2026/04/ADV-32-2026-Postponement-of-the-Late-Cancellation-Surcharge-.pdf | https://pancanal.com/wp-content/uploads/2026/04/ADV-31-2026-Transit-Reservation-Booking-System-Rule-modifications.pdf SEC source=https://data.sec.gov/submissions/CIK{10digitCIK}.json; accession locates original filing FRO Sep18 ex-dividend: adjusted series is not raw executable price; monitor287 done. No capture trade. Age>4 stale. Full filings require reading. END 7/7 attempted; errors above=unknown. Read signal column; Tail probability is uncalibrated stress,